Available for new opportunities · Tampa, FL

Isaac
McSorley

Associate — Data Analyst & BI Engineer

Data Analyst and BI Engineer with 3+ years of experience in financial services and fintech, specializing in automated data pipelines, BI dashboard development, and AI-driven reporting workflows. Currently an Associate at JPMorganChase on the Omnichannel & Biometrics Performance Analytics team, where I build internal LLM- and Copilot-powered agents that unify disparate datasets into automated reporting and recommendation tools.

$180KAnnualized Savings Found
3+Years Experience
10+Client Websites Built
50%+Manual Labor Reduction
View Experience ↓ View Resume Get In Touch
Isaac McSorley

Technical Toolkit

Skills & Technologies

📊

Analytics & BI

TableauPower BIExcel (Advanced)
💻

Languages

PythonSQLR
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Data Platforms

SnowflakeAWSAlteryxJIRA
⚙️

Competencies

ETL / PipelinesStatistical ModelingCohort AnalysisProcess AutomationLLM Agent DevelopmentMicrosoft Copilot

Certifications

🔷 Microsoft Azure Fundamentals
🔶 Alteryx Designer Core
❄️ Snowflake SnowPro Core

Career History

Experience Timeline

2026Jun – Present
Associate, Omnichannel & Biometrics Performance AnalyticsCurrent
JPMorganChase · Tampa, FL
  • Promoted to Associate, expanding scope from Omnichannel Payments to the combined Omnichannel & Biometrics Performance Analytics team
  • Build AI agents on internal LLMs and Microsoft Copilot that connect multiple internal datasets to power automated reporting, ticket recommendations, and sales recommendations
  • Continue to own Tableau, Snowflake, and Alteryx pipeline development supporting executive-level KPI reporting
2025Dec – May '26
Omnichannel Payments Support Analytics AnalystFull-Time
JPMorganChase · Tampa, FL
  • Designed a Tableau dashboard integrating Monday.com data to surface support KPIs — case volume, escalations, SLAs, and aging trends — enabling real-time monitoring of resolution performance
  • Built an enterprise client adoption analytics dashboard, uncovering regional performance trends and informing expansion strategy
  • Optimized high-volume client reporting pipelines, improving dashboard accuracy across millions of transactions
2025Apr – Nov
Omnichannel Payments Strategy & Performance AnalystFull-Time
JPMorganChase · Tampa, FL
  • Engineered end-to-end automated data pipelines in Snowflake and Alteryx to cleanse, standardize, and publish operational and billing data to Tableau
  • Automated billing reconciliation logic using Python and SQL, reclaiming 1–2 hours of manual effort weekly
  • Developed interactive dashboards tracking hardware payment device return/replacement rates, active/inactive status, and data usage patterns
  • Presented cost-saving analyses and KPI performance trends to senior leadership
⚡ $180K annualized savings identified through systematic billing error analysis
2024Jul – Mar '25
Merchant Services Platform Onboarding AnalystFull-Time
JPMorganChase · Tampa, FL
  • Supported analytics and tracking for a new investment bank onboarding product, ensuring data accuracy throughout the lifecycle
  • Led cross-system data mapping across Snowflake, JIRA, and Excel to improve data integrity and meet compliance requirements
  • Built dashboards and automated validation workflows to monitor onboarding KPIs and enable self-serve reporting
2024Jan – Present
Founder & Web/CRM Solutions ConsultantActive
Elevated Impact Solutions · Remote
  • Build and manage data-driven websites and custom CRM workflows for 10+ local businesses
  • Automate client outreach and lead management pipelines to improve operational efficiency
  • Develop SEO-optimized, mobile-first web solutions with ongoing analytics strategy
2023Jan – Dec
Graduate Teaching Assistant – Data MiningAcademic
Tippie College of Business, University of Iowa · Iowa City, IA
  • Instructed 200+ students in supervised and unsupervised machine learning modeling techniques
  • Developed Python grading automation scripts reducing manual grading time by 50%+
2023Jun – Aug
Summer Analyst – Commercial Banking Product FinanceInternship
JPMorganChase · Tampa, FL
  • Led an ETL project automating reporting for the pricing team using Alteryx and Tableau
  • Reduced 3–4 hours of manual labor per month and improved insight delivery across multiple KPIs
2022Oct – May '23
Machine Learning Research InternInternship
Spartan Forge (AI Startup) · Remote
  • Integrated normalized mapping vector layers into the application backend using Python
  • Improved mapping quality and user experience for thousands of active users of the deer prediction platform
2022Feb – May
Database DeveloperInternship
University of Iowa College of Nursing · Remote
  • Built a relational database tracking 100+ hospitals and 2,000+ nursing residents enrolled annually
  • Developed automated workflows for data collection, reporting, and invoicing — reducing invoicing time by 50%

Portfolio

Featured Projects

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Database Development

Nursing Residency Program Database

Designed a relational Microsoft Access database for U of I's Nursing Residency Program. Integrated customer/sales data, custom forms, and automated reports — reducing manual labor by over 50% and enabling self-serve invoicing.

MS AccessSQLVBA
GitHub →
📉

Machine Learning

Credit Card Churn Rate Prediction

Supervised ML project analyzing credit card data to predict customer churn. Best model (gradient boosting) achieved AUC of .9911, 96% precision, and 85.7% recall. Recommendations included cashback and travel reward incentives.

Pythonscikit-learnXGBoost
GitHub →
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Data Analysis

Best Flight Analysis: Chicago O'Hare

Statistical analysis of 5M+ commercial flights from the 2015 Kaggle dataset to help travelers choose the best airline and day to fly from O'Hare. In-depth statistical report with actionable findings for frequent fliers.

Rggplot2Statistics
GitHub →
🗺️

Geovisualization

Chicago Bikeshare Flow Map

Interactive flow map revealing that bikeshare activity concentrates along a north-south corridor around the Loop and Navy Pier — influenced by business density, Divvy bike availability, and route accessibility.

D3.jsJavaScriptGIS
Live →
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Geovisualization

U.S. Black Population Distribution Map

Graduated symbol map using proportional circles to illustrate spatial patterns in U.S. Black population distribution. Reveals higher concentrations in the Southeast and major urban centers, with socio-economic context.

ObservableD3.jsCensus Data
View →
🏙️

Geovisualization

LA County Bivariate Choropleth

Bivariate choropleth map showing the inverse relationship between Median Family Income and Poverty Rate in LA County census tracts. Darker shades highlight low-income, high-poverty areas in south and northeast regions.

ObservableD3.jsCensus Data
View →

Academic Background

Education

University of Iowa
Tippie College of Business
Master of Science, Business Analytics · December 2023
B.B.A., Business Analytics & Information Systems · December 2022
GPA 3.7 Dean's List 🥇 1st – USITCC National Case Competition

Let's Work Together

Open to full-time opportunities and freelance projects in data analytics, BI engineering, and web development.

isaacmcsorley@gmail.com LinkedIn GitHub View Resume

Isaac McSorley · Tampa, FL · Built with HTML, CSS & ☕