Revenue, Billing, and Performance Calculation Automation

I led a significant automation project at JAG Capital Management, mastering SQL and VBA to streamline a complex, months-long revenue and billing process into a 20-minute task. Collaborating with teams from operations to the executive level, I not only met but exceeded project goals by integrating new reporting functions and KPIs. I produced comprehensive, accessible documentation and facilitated in-depth training sessions, ensuring all employees could confidently use the new system. The project resulted in a 3500x increase in efficiency, alongside considerable annual cost reductions.