Todd Martin

Background

About Todd Martin

Finance and Data Analytics Professional with 19+ years of transforming complex financial data into strategic insights that drive business decisions. WHAT I DO I specialize in financial reporting automation, advanced analytics, and business intelligence—bridging the gap between raw data and executive decision-making. My expertise spans SQL-driven reporting, advanced Excel modeling, and interactive dashboard design using Power BI and Tableau. MY EXPERTISE - Financial Analysis & Modeling: Building sophisticated forecasting models, risk analyses, and strategic planning tools - Advanced Excel: INDEX-MATCH, XLOOKUP, array formulas, Power Pivot, Power Query, VBA macros, dynamic dashboards with pivot tables and slicers - SQL & Database Management: Complex queries, stored procedures, automation, and data pipeline optimization - Business Intelligence: Tableau, Power BI, and Looker Studio for real-time KPI tracking and visualization - Compliance & Risk: Financial regulations, audit preparation, credit risk analysis, and data quality assurance PROVEN IMPACT Reduced manual reporting effort by 40% through SQL automation Cut financial reporting turnaround times by 50% using advanced Excel and SQL tools Improved data accuracy by 30%, enhancing compliance and audit outcomes Partnered with C-suite executives to deliver insights influencing lending policies and strategic initiatives INDUSTRY EXPERIENCE Financial Services | Credit Unions | Mortgage Servicing | Regulatory Compliance Currently expanding my expertise through the University of Texas McCombs School of Business Post Graduate Program in Data Science & Business Analytics. Let's connect if you're interested in discussing financial analytics, reporting automation, or how data-driven insights can transform business operations.