TUCKER T. OLSON

Contact

Portfolio

Education

Ball State University

Bachelor of Science - Finance

2010-2014

Core Competencies

•
Financial Data Analysis & Reporting
•
KPI Dashboard Development
•
Budgeting & Financial Forecasting
•
Stakeholder Reporting & Presentations
•
Data Collection & Evaluation
•
Process Improvement & Automation

Banking Tech

•
Microsoft 365 (Excel, PowerPoint, Outlook)
•
PostgreSQL Database Management
•
Fiserv & FIS Systems
•
Baker Hill NextGen
•
Fiserv Business Analyzer
•
Exago Business Intelligence
•
BI / Dashboards: Metabase; Exago BI (build/consume dashboards; parameters/filters; scheduled reporting)
•
Abrigo Sageworks
•
nCino & Salesforce

Certifications

•
Two-Year Formal Credit Training Program
•
Advanced Credit Analysis
•
Analyzing Financial Statements
•
UCA Cash Flow Analysis

Vision, Purpose, and Value

Vision: My goal is a full-time business data analyst role built on a career in reporting, financial analysis, and performance measurement.
Purpose: I have consistently expanded my roles through reporting, dashboard, and automation work, and I want analytics to be my primary focus.
Value: I bring 10+ years of experience analyzing complex data, identifying trends, and delivering clear, stakeholder-ready insights, including a recent end-to-end analytics platform build.

Projects

Pyrick Inc.
https://pyrick.com
•
Multi-Project Management: Independently managing a federated CRM platform with 10+ concurrent microservices (analytics, CRM, workflows, scheduling, authentication, marketplace, etc.), each with its own backend, PostgreSQL database, and API layer.
Volunteer Research Analytics Project
https://f-als.com | https://github.com/tuckthomas/ALS-FTD-Dashboard
•
Data Collection & Normalization: Automated data extraction and normalization from multiple public sources, with data sanitization, relational storage (PostgreSQL), and an API layer to support repeatable reporting and dashboarding.
•
KPI Dashboard Delivery: Built KPI-style dashboards and interactive analysis tools (phase distribution, recruitment status, sponsor/funding mix, geographic distribution) with filtering, sortable tables, and map visualization using React and charts on top of a structured analytics datastore.
•
Stakeholder Documentation: Delivered a documented, reproducible environment for stakeholders and collaborators with clear setup instructions, environment variables, and runbooks (accessible on the GitHub page above).

Relevant Experience

Various Financial Institutions
2014 - 2025 | Commercial Credit Roles
•
Financial Data Analysis & Trend Identification: Analyzed complex financial datasets daily (multi-year income statements, balance sheets, cash flow statements, and industry/market data) to identify trends, risk patterns, and performance indicators that informed credit decisions and executive-level reporting across a 10+ year career in commercial credit.
•
Credit Memo Preparation & Stakeholder Communication: Authored comprehensive credit memoranda synthesizing quantitative analysis and qualitative findings into clear, decision-ready narratives for loan committees and senior management, translating complex data into actionable insights and recommendations for non-technical stakeholders.
•
Reporting & Compliance Tracking: Leveraged Salesforce reporting capabilities and Excel VBA to develop an Application Tracking Log for management, tracking various SBA requirements during each stage of a given loan application. (Ready Capital)
•
Fiserv Data Integration: Worked closely with internal Systems Analyst and external Abrigo Sageworks Integration Engineer to improve the Credit Union's data integration from Fiserv, further reducing the need for repetitive data entry. (3 Rivers FCU)
•
Business Intelligence Reporting: Improved covenant reporting and tracking standards by developing curated automated reports utilizing the Exago Business Intelligence functionality offered within Sageworks. (3 Rivers FCU)
•
Workflow & Dashboard Development: Developed and maintained a workflow processing and tracking pipeline using Exago BI for reporting and Excel for data visualization. (3 Rivers FCU)