Sam B.

📊 Stop rebuilding the same reports every week. I build dashboards that update themselves — and use AI to automate what's left. Power BI & Tableau developer and data analytics consultant. I turn messy business data into dashboards leadership trusts, automate the reporting and data pipelines behind them, and build AI agents and workflows that remove the manual work. I've built this for the Board of Directors at Charles Schwab (and won a Key Contributor Award doing it), for Series A tech startups, for a national health system's supply chain, and for a dozen small businesses that just needed more insight and less manual work. Same standard every time — the difference is scale. 🏅 Top Rated Plus · 100% Job Success · 500+ hours on Upwork · every review 5.0 WHAT I OFFER ✔️ Dashboards & analytics — Power BI (DAX, semantic models, Microsoft Fabric) and Tableau: KPI systems, executive reporting, fixing slow or messy reports ✔️ Report & data automation — SQL, Python, Azure (Data Factory, Data Lake, SQL), Snowflake, dbt, API integrations: your reports refresh themselves ✔️ AI agents & automation — custom AI agents and LLM workflows (Claude, OpenAI) wired into your tools with n8n, Zapier, and Make: intake, follow-ups, data entry, and reporting that run without a person in the loop ✔️ Platform migrations — Tableau, Excel, or legacy reporting → Power BI (or the reverse), rebuilt on a proper data model ✔️ Analysis you can act on — financial forecasting and modeling, KPI and vendor/model evaluation, text and sentiment analysis ✔️ Documented handoff and 1:1 training so your team can maintain and extend what I build RESULTS ✅ Converted a 7-dashboard, 23-page Tableau reporting suite to Power BI on Microsoft Fabric for a large public university ✅ Built a live, automated KPI platform for a multi-entity food-service group: Square POS, HR, and expense APIs → Azure Data Factory → Azure SQL → Power BI ✅ Designed AI agent systems for small businesses — voice and chat agents (Retell AI, Twilio) connected to calendars, CRMs, and follow-up automations through Make ✅ Delivered performance analytics to the U.S. Olympic & Paralympic Committee and supply-chain analytics behind $10M–$100M+ contract negotiations at CommonSpirit Health ✅ Ex-Charles Schwab Corporate Finance: Board-level capital and loss forecasting for a $200B bank INDUSTRIES Software · Higher Education · Food Service & Hospitality · Real Estate & Solar · Media · Healthcare · Finance · Conservation REVIEWS ⭐⭐⭐⭐⭐ "One of the strongest data and BI contractors we've engaged. Sam has exceptional command of the modern data stack — Tableau, Power BI, Microsoft Fabric, SQL, DAX, semantic modeling." ⭐⭐⭐⭐⭐ "Sam is incredible! He is a true Power BI expert and all-around technical professional. His deep knowledge of SQL and Python helped us scrape, store, and visualize data." ⭐⭐⭐⭐⭐ "Sam was incredible! His expertise in Tableau and Power BI helped us understand the power and potential of these tools. Super professional and easy to work with." GETTING STARTED Send me a message with a sentence or two about the problem. I'll tell you how I'd approach it, and if it's a fit we'll start with a free 30-minute call to scope it properly.