Data Analyst
Gesa Credit Union
Led the modernization of Gesa's performance reporting, unifying financial and marketing insights for faster, higher-confidence decisions across leadership.
Business Problem
Gesa's finance and marketing teams lacked a shared, reliable view of loan performance, member growth, and operational efficiency because of manual, Excel-based reporting that delayed insights and introduced data inconsistencies.
Approach & Key Actions
- Built interactive Power BI dashboards tracking loan performance, member growth, and branch KPIs, improving transparency for leadership.
- Designed SQL data models and automated pipelines consolidating member, deposit, and loan data, cutting manual reporting effort by 35%.
- Partnered with marketing and product teams to measure campaign effectiveness, identifying segments that lifted offer conversion by 12%.
- Optimized DAX logic and Power Query transformations, standardizing data definitions and boosting dashboard reliability by 20%.
- Delivered quarterly financial and risk reports, automating validation and reconciliation workflows that achieved 100% compliance with reporting standards.
Impact & Results
- Enhanced KPI visibility across finance and branch operations.
- Reduced report preparation and reconciliation time by over 35%.
- Increased dashboard adoption and trust across business units.