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jonathan kim

@jonathankim2

Analytics Lead and Product Owner at DOE, standardizing reporting and reconciling a $20B assistance portfolio.

At Digital Strategy LLC, supporting the U.S. Department of Energy's CMEI, I lead four BI developers delivering more than 50 Power BI reports across program offices. I also designed the reporting template adopted as CMEI's official style.

I designed a reconciliation framework across four enterprise systems to compare a federal financial assistance portfolio representing roughly $20B in cumulative obligations. I also built and deployed a Databricks application in a single day to check .docx submissions against the DOE style guide.

Previously, I worked on data science and analytics at UMB Bank and Block Inc (Square), building machine learning models, ETL pipelines, reports, and dashboards. At Caepoint, I led technical areas including the internal analytics infrastructure and web application product development.

Experience

Work history, roles, and key accomplishments

Current

Analytics Lead and Product Owner

Current

Digital Strategy LLC

Oct 2024 - Present (2 years)

Lead a team of BI developers delivering Power BI reports for the U.S. Department of Energy's CMEI, designed a reconciliation framework across enterprise systems, and delivered analytics initiatives including a Databricks application and a custom web application.

Power BI Databricks SQL Server Python ETL Data Governance Project Management Stakeholder Management

Data Scientist

UMB Bank

Jun 2022 - Sep 2023 (1 year 3 months)

Collaborated with cross-functional teams to design and build machine learning models, built ETL pipelines, developed Python packages, and performed statistical analysis for customer segmentation.

Python SQL SSMS (Microsoft SQL Server Management Studio)Snowflake Matillion Machine Learning ETL MLOps Dagster Docker Git Shapley Value Statistical Analysis

Data Science Fellow

Springboard

Dec 2021 - Aug 2022 (8 months)

Completed 550+ hours of hands-on curriculum with mentor oversight, including two capstone projects involving machine learning models and advanced topics.

Data Analyst

Block Inc

Jan 2022 - Jun 2022 (5 months)

Developed Python-based programs for automating reports, built predictive models, created reports and dashboards in Salesforce and Looker, and collaborated with data engineering teams.

Python SQL Snowflake Salesforce Looker LookML ETL Data Visualization predictive modeling

Operations Analyst

First Help Financial

Jul 2021 - Jan 2022 (6 months)

Managed Salesforce enhancements, developed Python and R programs for scoring models, performed statistical analysis, and coordinated software implementations.

Salesforce Python R SQL Oracle Database Statistical Analysis regression analysis Dashboarding Agile

Operations / Analytics Manager

Caepoint

Feb 2018 - May 2021 (3 years 3 months)

Led technical areas including data analytics infrastructure and web application development, served as point of contact for new software, and collaborated with top-level management on strategic initiatives.

Power BI Python Excel Data Analysis Project Management Business Strategy Stakeholder Management