Five years building data systems inside Brazilian financial services. Not dashboards for the sake of dashboards. Systems that moved revenue.
At EQI, one of Brazil's largest brokerages with R$50B+ AUC, I built a portfolio monitoring system that tracked 5,000+ client accounts in real time and surfaced upsell opportunities advisors were missing. That system generated €200K/month in additional brokerage revenue.
I also led an ROA segmentation analysis across advisor tiers that contributed to an estimated €15M annual profit increase and directly changed how the company defined promotion criteria.
At AG Capital, I replaced a 2,500-line VBA system used by 45 people daily with a centralized Flask app. Operational errors dropped 90%. CRM data governance rebuilt across 5,000+ client records.
| Project | Business Problem | Stack |
|---|---|---|
| financial-portfolio-monitor | Detect portfolio drift and upsell windows before advisors miss them | Python · pandas · yfinance · Streamlit |
| roa-client-segmentation | Segment clients by ROA tier to reshape advisor compensation models | SQL · Python · scikit-learn |
| financial-dashboard-powerbi | Build a P&L and KPI dashboard that stakeholders actually use | Power BI · DAX · Python ETL |
| sql-financial-analytics | SQL cookbook for financial client segmentation and churn detection | SQL · PostgreSQL |
| crm-data-quality-pipeline | Deduplicate and validate 5,000+ CRM records without losing history | Python · pandas · HubSpot API |
Every repository has the business problem at the top of the README before any line of code.
Query and Transform
Warehouses
Visualization
Cloud
Domain
Portfolio Analytics · Client Segmentation · ROA Modeling · CRM Governance · Financial KPIs · P&L Reporting
Master's in Mathematics · 5 years in financial services · Based in Ireland
I joined EQI as an SDR, became an advisor, specialized in derivatives and equity trading, then moved to building the systems that the entire advisory floor depended on.
That path, from client-facing to backend analytics, is why I think about data the way I do. I know what it costs when the numbers are wrong and who it affects when the system breaks.
Senior Data Analyst roles in fintech, investment, banking, or financial analytics.