About me

I am a Data Analytics professional from Toronto, Canada. I have been working in the finance industry for over 10 years now! I enjoy creating automations and process improvements for my clients.

My job is to build your App, Automation, or Dashboard so that it is functional, user-friendly and improves your companies efficiency. I do this using the Microsoft Power Platform Suite (Power Apps, Power Automate, Power BI). Additionally I have been known to create automations with Python and Alteryx.

What i'm doing

  • design icon

    Power Apps

    Create custom business applications.

  • Web development icon

    Power Automate

    Automate routine tasks and workflows to boost efficiency and save time.

  • mobile app icon

    Power BI

    Transform raw data into interactive insights for informed, data-driven decisions.

Daniel lewis
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Daniel lewis

Jonathan was hired to create a corporate identity. We were very pleased with the work done. She has a lot of experience and is very concerned about the needs of client. Lorem ipsum dolor sit amet, ullamcous cididt consectetur adipiscing elit, seds do et eiusmod tempor incididunt ut laborels dolore magnarels alia.

Resume

Education

  1. Ontario Tech University

    2011 — 2015

    Bachelor of Commerce. Major in Finance. Minor in Marketing.

Experience

  1. Manager, Reporting and Insights

    2025 — Present

    - Automation and transformation of manual excel based reports into Power BI dashboards.

    - Creation of Power Apps that features soliciting information from users across the bank and collecting intake requests. Including Power Automate flows to automate notifications and email reminders.

  2. Senior Business Insights Analyst

    2021 — 2024

    - Automating many manual processes to enhance existing audit processes. Including reconciliation and testing using MS Power Apps, Power Automate, Python(Pandas, Numpy, Selenium), Alteryx and VBA.

    - Creation of an automated error log that is sent to auditors that informs them of any potential errors in a centralized file.

    - Creation of Tableau and Power BI dashboards used for reporting by internal auditors.

    - Converted large manual audit tests into self-serve Alteryx workflow for auditors. This automated test saves 40 hours of testing time for each test.

    - Created 6 high-usage apps with complex logic using MS Power Apps and MS Power Automate. Each app used to replace existing systems and create efficiencies in manual processes. Apps serve over 3000+ user base across the company.

    - Automated Downloading Reports using Selenium and uploading to Sharepoint using Python.

    - Developed a Scheduling Tool used by a team to schedule testing and capacity for each employee.

  3. Manager, Capital Markets Balance Sheet Advisory

    2020 — 2021

  4. Business Analyst

    2015 — 20202

My skills

  • Power Platform
    80%
  • Alteryx
    90%
  • Python
    70%
  • SQL
    60%

Blog

Contact

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