Ian Stock

About Ian Stock

I have extensive experience in finance, operations and risk management with an emphasis in the use of analytics, information design and the latest technology to achieve successful business results. I am technical, detailed team player by participating in large, complex system implementations producing actionable KPI reporting, forecasting and optimization analysis support to senior management.Industry Experience: Healthcare, Insurance Brokerage and Claims Management, Construction Materials, Software as a Service, Public and Private Investments, Property Management.Specialties: corporate finance, financial reporting, financial forecasting, goodwill impairment testing, fair value, NPV, DCF, EVA, valuations, data conversions, data ETL, data quality analysis, data mining, KPI reporting, information design, statistics, hypothesis testing, process control, regression analysis, decision under uncertainty, optimization, project management Azure Expertise: Azure Active Directory, Azure Functions, Power Automate, Windows Virtual Machines, SQL Server on Virtual Machines, Virtual Networks, Virtual Gateways, Network Security Groups, Network Endpoints, Azure SQL Managed Instance, Azure Database for MySQL (Single & Flexible), Storage and Data Lake Storage V2, Storage Tables, Dev Ops - Azure Repos and Boards, Azure Synapse, Azure Data Factory, Azure Data Catalog, Azure Data Studio, Visual Studio, Visual Studio Code, Event Grid, Azure Automation using PowerShell, Azure Backup, Cost Management and Billing, Azure Key Vaults, Azure Storage ExplorerProgramming Languages: SQL, R, VBA, C# & Python ScriptingDatabase Platforms: Oracle, MS SQL Server, MySQL, PostgreSQL, Access, FoxProOLAP Platforms: MS Tabular SSASBig Data Platforms: AWS Redshift, Azure Synapse, Google BigQueryETL Platforms: MS SSIS, Azure Data Factory, Monarch, BoomiReporting, Dashboard & Analysis Platforms: PowerBI, Tableau, SSRS, Yellowfin, Crystal, SAP XcelsiusBilling, Accounting & Finance Platforms: Zuora, WHMCS, Hyperion, F9, DMSI Agility, WhitebirchTransaction Processing: Stripe, Vantiv/WorldPay, Chase, AMEX, ProfitStars, Fiserv, Paysafe, Global CollectWeb Marketing: Google AnalyticsCRM Platforms: Salesforce, Dynamics 365Project Management Platforms: Jira, Confluence, Smartsheet, Trello, Azure DevOps, Office 365Optimization & Forecast Platforms: Crystal Ball,@RiskCloud Platforms: Azure, AWS, Google

Experience

1. Practice Director

   Waterloo Data

   Jan 2020 — Present

   At Waterloo Data, we help clients build, develop, and support analytical solutions for multiple business perspectives including finance, accounting, sales, marketing, and HR. As a team leader, coordinate effective communication across a range of stakeholders and team members while directing the analytical project process. Provide additional support in solving analytical problems and help identify the right metrics to make data driven decision making.My Roles and Responsibilities:Work with clients to define business and systems requirements for business intelligence and data warehousing.Assist clients with short and long-term strategies for the enterprise to ensure effective delivery of information that meets their current and future needs.Analyze existing operations and make recommendations for the improvement and growth of BI/DW operations.Facilitate system feasibility studies, proof of concepts, pilot projects, and testing.Manage project deployment, monitoring, maintenance, development, upgrade, and support of BI/DW systems, including data architecture, data integration, high availability, security, and data privacy.Conduct research and make recommendations on current data technologies and solutions in support of future data management efforts. Keep abreast of latest data related PaaS and IaaS offerings from Azure, AWS, and Google.Develop, implement, and maintain all key business intelligence and data management policies and procedures, including those for architecture, standards, monitoring, and service provision.Educate clients on change management practices that conform to best practices.Help clients develop reports, dashboards, and forecasting.Prepare compelling and creative presentations for clients on selected or prospective BI/DW technologies.

Education

• Texas A&M University

  B.Sc., Biomedical Science

  1992 — 1996

• Southern Methodist University

  Master of Business Administration (M.B.A.), Corporate Finance & Strategy

  2004 — 2006

Skills

• @Risk
• Foxpro
• Crystal Ball
• Risk Management
• Strategy
• Vbscript
• Regression
• Hyperion Enterprise
• Oracle Sql
• Finance
• Transact-Sql
• Sql
• Performance Reporting
• Crystal Reports
• Corporate Finance
• R
• Coffeecup
• Google Analytics
• Business Valuation
• Process Control
• Automate
• Financial Analysis
• Data Conversion
• Data Mining
• Consultancy
• Statistical Reporting
• Microsoft Excel
• Powerpoint
• Dashboards
• Data Analysis
• Financial Accounting
• Freemind
• Vba
• Tableau
• Google Apps
• Uncertainty Analysis
• F9
• Business Intelligence
• Quicken
• Pervasive