Portfolio

Data Analytics & Power BI Portfolio

Turning operational data into trusted, decision-ready dashboards for insurance, healthcare, and finance teams.
• Executive reporting & KPIs
• Data validation & discrepancy analysis
• SQL-driven analytics & automation

Core Stack SQL • Power BI • Advanced Excel • Python • Reporting Automation
Domains Healthcare • Insurance • Finance • Operations
Project Types Dashboards • ML Models • AI Assistant Concepts

About

I’m Rodney Najar, a Data & AI Analyst based in Los Angeles.

I specialize in building dashboards, analytics systems, and AI-assisted workflows that help teams answer real operational questions and make informed decisions — not just generate reports.

My path into data began by solving practical business problems: manual reporting processes, inconsistent metrics, and decisions made without reliable insight. Over time, I deepened my expertise in Power BI, SQL, Python, and applied AI to transform raw data into structured, decision-ready tools organizations can trust.

My approach is straightforward: start with the business problem, clarify the objective, and then design solutions that are clear, usable, and actionable.

The projects below reflect how I structure data, frame analytical questions, and translate complex information into practical decisions.

Highlights

  • Power BI: star schema modeling, DAX KPIs, drill-through analysis
  • SQL (BigQuery, Postgres): CTEs, window functions, time-series analysis
  • Data quality: discrepancy analysis for claims, finance, and ops data
  • AI-assisted analytics: LLM extraction, scoring, and workflow automation
  • Domains: healthcare, insurance, e-commerce

Skills & Tools

Analytics & BI

  • Power BI dashboards with drill-through and dynamic filters
  • DAX measures, KPI frameworks, data modeling
  • Visual storytelling and insight delivery

Data & Engineering

  • SQL queries (BigQuery, public datasets)
  • Joins, aggregations, CTEs, and time-series logic
  • Excel automation and dashboarding

Python & AI

  • Pandas, scikit-learn, model deployment prep
  • LLM workflows and assistant concept design
  • Prompt engineering, GPT integration

Business Domains

  • Healthcare claims and insurance workflows
  • Risk scoring and financial operations
  • CRM and sales analytics for decision-making
POWER BI • HEALTHCARE

Medical Insurance Analytics Dashboard (Power BI)

End-to-end Power BI solution analyzing 1,338 insurance records to identify cost drivers and high-risk member segments—designed to support underwriting decisions and premium strategy.

  • Identified smokers as a 4× cost driver and BMI cost inflection points
  • Interactive drill-throughs and DAX measures for cost per capita and risk scoring
Power BI DAX Excel
Tools: Power BI, DAX, Data Modeling, Excel Domain: Healthcare / Insurance Underwriting
LLM • NLP

AI-Assisted RFP & Document Analysis System (Prototype)

AI-powered workflow to parse lengthy RFPs, extract requirements, auto-score against capability matrices, and flag risks—reducing review time dramatically.

  • Document chunking and extraction strategy for long files
  • Scoring framework and analyst dashboard for proposal teams
LLM NLP RAG
Tools: LLM / RAG workflow design, NLP Domain: Sales / Proposal Operations
SQL • BigQuery

E-Commerce Sales Analysis (SQL & BigQuery)

Cloud-based SQL analytics using BigQuery and the thelook_ecommerce dataset (100K+ orders) to uncover revenue trends, top products, and seasonality.

  • Top 10 products generating 35% of revenue
  • Daily aggregations and time-series analysis for seasonal drivers
SQL BigQuery Data Viz
Tools: SQL, BigQuery, Data Visualization Domain: E-commerce / Retail
LLM • PRODUCT CONCEPT

AI-Assisted CRM Workflow (Prototype)

Designed workflows to automate lead qualification, follow-up prioritization, and appointment scheduling—reducing lead drop-off and standardizing communications.

  • Mapped 5 core workflows and CRM integration touchpoints
  • Prompt templates with guardrails for brand voice and compliance
LLM CRM Mapping Prompting
Tools: LLM workflow design, Prompt engineering Domain: Automotive Sales Operations
EXCEL • FINANCE

Live Stock Market Dashboard (Excel)

Excel-based portfolio tracking dashboard monitoring real-time stock performance, gain/loss metrics, and trend signals via charts and conditional formatting.

  • Multi-sheet architecture, automated calculations, and visual signals
  • Presentation-ready layout for quick decision-making
Excel Formulas Charts
Tools: Excel, Advanced Formulas, Charts Domain: Financial Analytics / Portfolio Management

📩 Interested in a walkthrough or want access to project artifacts? Email me at Rodney650i@gmail.com

Contact

Open to roles in data analytics, BI, and AI‑enabled decision support. I’m especially interested in opportunities where I can combine domain context (healthcare, insurance, finance, operations) with hands‑on analytics and modern AI tools.

Get in touch