Experience

MyLendPro — Houston, TX
December 2023 – Present

Developed and maintained enterprise-grade Power BI dashboards for executive reporting, delivering real-time insights across data center operations, financials, and customer SLAs.
Designed and optimized robust data models using star schema and best practices in DAX, improving report performance and reducing refresh time.
Integrated Power BI with SQL Server, Azure Synapse, and ServiceNow to centralize metrics on system uptime, incident response, and customer usage patterns.
Partnered with cross-functional teams in operations, finance, and compliance to define KPIs and translate business requirements into scalable BI solutions.
Automated ETL processes with Power Query (M language) and Power BI Dataflows, streamlining data preparation and eliminating manual data entry for 12+ reporting workflows.
Implemented row-level security (RLS) and governance controls to ensure data compliance across multi-tenant environments.
Led migration from legacy Excel-based reports to Power BI Service, boosting adoption across departments and reducing manual reporting.
Supported executive-level decision-making by delivering self-service BI solutions and conducting stakeholder training sessions on dashboard interpretation and usage.

DataBank Holdings — Dallas, TX
January 2021 – December 2023

Designed and deployed scalable Power BI dashboards to monitor lending operations, increasing visibility into loan performance, application cycle times, and conversion metrics across departments.
Collaborated with cross-functional stakeholders to translate business needs into data models and DAX calculations, enabling accurate KPIs and drill-through reporting.
Developed star schema data models in Power BI using Power Query (M) and SQL, optimizing performance for large datasets sourced from SQL Server and CRM platforms.
Automated monthly reporting processes with Power BI Service and row-level security, reducing manual data prep time.
Created self-service analytics tools and trained loan officers and operations staff on interpreting dashboards, improving data adoption across the organization.
Implemented data governance standards, ensuring data consistency, version control, and alignment with business definitions.
Partnered with IT to establish scheduled refresh pipelines and gateway configurations, improving reliability and uptime of BI reports.

Pragmatic Works — Jacksonville, FL
January 2020 – January 2021

Led virtual Power BI training sessions, covering foundational to advanced topics such as data modeling, DAX, automation, R integration, AI, and administration, while tracking client progress to ensure successful implementation.
Designed and maintained comprehensive training materials, including interactive lab exercises, instructional videos, and Q&A sessions, to enhance client learning and skill development.
Delivered intensive three-to-five-day Power BI Bootcamps for IT, data science, and analytics teams, as well as Microsoft’s “Dashboard in a Day” training, customizing content to align with client goals, prior experience, and business needs.

BNSF — Dallas, TX
January 2017 – January 2020

Built Power BI dashboards for operations and finance teams, improving visibility into rail network performance and efficiency.
Created tabular data models with DAX and Power Query to analyze shipment volume, delays, and crew utilization.
Integrated data from SQL Server, Oracle, SAP BW, and Azure Synapse for unified reporting.
Optimized dataset refresh and DAX performance, reducing dashboard load time.
Implemented row-level security and trained over 150 users to support enterprise-wide Power BI adoption.

Caleb Dishman