TEMP_NEO_Data Analyst

Job Title

Nicholas Higgins

CBRE (JP Morgan Chase Account) Data Analyst Remote September 2022–Present

Built and maintained dynamic Power BI dashboards used by 100+ Field Managers across 2,600 sites, improving visibility into operational and financial performance and accelerating decision-making.

Automated recurring workflows and reporting processes using SQL Server, Power Query, and Power Automate, eliminating manual steps and saving the Finance team 2+ hours per day on PO-related communications alone.

Drove the Finance team's transition from manual, error-prone Excel workflows to a fully automated reporting ecosystem using Power BI and Power Apps, significantly improving data reliability and enabling faster strategic insight delivery.

Served as the primary analytics and reporting partner for Finance and Field Management, delivering high-impact dashboards and applications — including a facility-level Budget vs. Actuals dashboard that provided previously unavailable insights for both FM leadership and senior Finance.

Designed and deployed a Power App that enabled Field Managers to review, comment on, and approve Purchase Orders for closure or price adjustments, creating a streamlined communication channel with Finance and improving the accuracy and timeliness of the accrual process.

Developed and maintained ETL pipelines integrating data from Work Order systems, the General Ledger (tens of millions of rows), and other enterprise platforms; collaborated on cross-system flows connecting tools like Coupa and Prism to support real-time and high-frequency refresh cycles (10 minutes to monthly).

Conducted deep-dive analyses on large datasets to identify trends, uncover inefficiencies, and deliver actionable recommendations that informed operational and financial strategy.

Ensured data accuracy and consistency across reporting systems through rigorous QA testing, documentation, and version control practices.

Konica Minolta Operations Specialist, Lease Aftermarket Ramsey, NJ November 2021-September 2022

Coordinated with major leasing partners (Wells Fargo, CIT, DLL, US Bank) to fund high-value deals, including transactions exceeding $1M.

Supported SAP operations: requirements gathering, configuration, testing, and workflow improvements.

Built Excel automations (macros, pivot tables) and maintained an Access database to streamline financial data processing.

Produced documentation and contributed to technical and process-improvement initiatives.

Equitable Advisors Financial Consultant New York, NY September 2020-July 2021

Identified prospective clients, assessed financial needs, and supported development of tailored financial plans.

Coordinated client meetings with senior advisors and presented data-driven recommendations.

Maintained client relationships and ensured timely execution of financial planning activities.

Ensured data accuracy and consistency across reporting systems through rigorous QA testing, documentation, and version control practices.

Susquehanna University Bachelor of Arts-Economics Accredited by the Association to Advance Collegiate Schools of Business (AACSB)

Certifications:

Bloomberg Market Concepts (BMC), Relational Data & SQL, Google Data Analytics Professional Certificate

Analytics & BI:
Power BI, Power Apps, Power Automate, DAX, Power Query

Data Tools: SQL Server, Python, R, Big Query, Tableau

• Required certifications:
Bloomberg Market Concepts (BMC), Relational Data & SQL, Google Data Analytics Professional Certificate

• Must-have tools/jargon:
Coupa, Prism, Power Apps

• Domain: finance/business intelligence & reporting

• Emphasized traits: cross-functional collaboration, attention to detail, communication, problem-solving