Taylor Gratrix
Location
San Diego, CA
Temecula, CA
Education
U
University of California-Davis
September 2016 - August 2020
degree
Bachelor's
major
Economics
Work Experience
N
National Funding
Senior Business Intelligence Analyst
San Diego, CA, US
January 2022 - present
company
National Funding
title
Senior Business Intelligence Analyst
overview
- Developed interactive Tableau dashboards to provide real-time insights to C-Suite stakeholders, leading to data-driven decision-making on a small business loan portfolio of over $275m
- Led construction of comprehensive data analytics for performance and risk assessment, informing critical
- Constructed a precise loss and recovery forecast for fiscal year 2024, achieving a 98% accuracy rate through May
- Consolidated and migrated over 40 Tableau dashboards from Microsoft SQL Server to Snowflake, driving
K
KTM Group North America
Financial Analyst FP&A
Murrieta, CA, US
April 2021 - December 2021
W
Willdan Financial Services
Financial Analyst
Temecula, CA, US
August 2020 - April 2021
B
Boy Scouts of America
Eagle Scout
Murrieta, CA, US
January 2015 - January 2015
Skills
Ability to Speak in PublicAccountingAdaptabilityBalance SheetsBig DataBudgeting SkillsBusiness IntelligenceCash ManagementCommunication SkillsConstructionConsultingCost Benefit AnalysisCritical ThinkingDashboardsData AnalysisData VisualizationDecision Making SkillsEconomic AnalysisEconomyFinancial PlanningForecasting SkillsInterpersonal CommunicationsKnowledge of FinanceKnowledge of StatisticsLoansLogistics OperationsMetricsMicrosoft ExcelMicrosoft PowerPointMicrosoft SQL ServerMicrosoft WordMotorcyclesOperating ExpensesPerseveranceProduct LinesProfitability AnalysisPublic FinancePython (Programming Language)Real Estate TaxReliabilityResource AllocationRestructuringRisk AnalysisSnowflakeSQL DatabasesStakeholder ManagementStandard Accounting PracticesTableau (Software)