👋 Hi, I'm Daniel Taylor

Data-Driven Client Services & Operations Professional

💻 Operations Professional with a Passion for Data
📊 Excel, Tableau, SQL
📚 Avid Reader, Meditator, and Travel Enthusiast
📍 Gainesville, Florida USA

Core Skills

  • Tableau

  • Statistics

  • Project Management

  • CRM Systems

  • SQL

  • Excel

  • Financial Operations

  • Process Improvement

Projects

🧘Wellness by the Numbers: Analyzing Retreat Bookings & Revenue in Excel

Excel | Exploratory Data Analysis
◾ 1,100 rows of real world-CRM data
◾ Using only Excel for cleaning, analysis, and data visualization
◾ Utilized logical functions, Pivot Tables, Bar Charts, and Combo Charts
◾ Provided a comprehensive write up to help the leadership team strategize with targeted marketing, promotional timing, and seasonal fluctuations

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🏃Wellness Trends in Motion: Interactive Dashboards for Retreat Insights

Tableau | Data Visualization
◾ Created dashboards visualizing revenue trends, client demographics, and booking behaviors
◾ Used Bar Charts, KPI's, Heat Maps, & Filters charts to show seasonal performance, who the clients are, and what their spending patterns are
◾ Presented dashboard to stakeholders via recorded video

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⚾ MoneyBall: MLB Career & Salary Analytics with SQL

SQL | Exploratory Data Analysis
◾ Analyzed 18,500+ MLB players to uncover trends in salary progression, career length, and performance using joins, CTEs, temporary tables, and aggregations.
◾Identified key insights: early-career salary growth peaks around year 7, average MLB career is ~4.5 years, taller players and younger debut age correlate with longer careers.
◾ Produced reproducible queries and clean datasets, providing a framework for evaluating player value and informing strategic decisions for teams and agents.

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🌮Serving Data: A SQL Analysis of Restaurant Sales

SQL | Exploratory Data Analysis
◾ Data-mined 5K restaurant orders to analyze new menu performance and consumer trends
◾Applied SQL to clean, join, and analyze restaurant order data. Used simple select statements, as well as JOINS, CTEs, and aggregations to identify top orders, and evaluate menu performance trends.
◾ Created written report highlighting findings

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🍕 Slices of Insight: A Year of Pizza Sales Analysis

Excel | Exploratory Data Analysis
◾ Performed statistical analysis, built frequency distributions, and created time-based visualizations to surface trends in food sales
◾ Insights enable the shop to anticipate demand, optimize staffing schedules, and design promotions that align with customer behavior

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☕️ Brewing Insights: Coffee Shop Sales Analysis Across NYC

Excel| Exploratory Data Analysis
◾ Analyzed coffee shop sales from January–June 2023 across three NYC locations to better understand customer purchase behavior and streamline operations.
◾ Explored the transactional dataset, performed data profiling, and created calculated date and time fields to enrich the analysis.
◾ Pivot Charts and an interactive Excel dashboard brought these insights together in a visual, user-friendly format to help management to optimize store hours, tailor product offerings, and adjust promotions by location

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About Me

👋 Hi, I’m Daniel — welcome to my portfolio.I bring a background in operations, management, and client support, along with a strong interest in how structured processes and thoughtful communication can create better outcomes for both people and organizations. Throughout my career, I’ve worked in relationship-driven environments where accuracy, follow-through, and trust matter.In my management roles within small businesses, I’ve been responsible for maintaining client and financial records, supporting day-to-day operations, and improving workflows. I’ve used data as a tool to better understand performance, identify opportunities, and support clear, informed decision-making — contributing to measurable improvements in efficiency, retention, and revenue.I’m comfortable working with financial and operational data, CRM systems, and reporting tools to support client service, lending, or operations teams. I’m particularly interested in roles where I can combine strong communication and accountability with structured processes and long-term relationship building.If you’d like to connect or learn more, feel free to reach out at [email protected]

Previous Experience

💻 General Manager
Ayurveda Health Retreat · Jan 2023 - Present
◾ Cleaned, managed, and analyzed CRM data in order to tailor marketing strategy.
◾ Designed data-driven marketing collateral and managed distribution across email, web, pipeline, and print. Achieved 30% increase in revenue over two years.
◾ Oversaw major process improvements, including calendar syncs, scheduling workflows, and automation tools—reducing manual labor and saving ~ $3000/month.💻 Executive Assistant & Operations Manager
Madhu Life · Jan 2021 - Mar 2023
◾ Directed data-driven email marketing and digital content strategy across coaching funnels, increasing client engagement and generating an average revenue increase of 25% over two years.
◾ Created curriculum and client-centric program structures, analyzing feedback data to enhance satisfaction and drive client retention.
◾ Oversaw cross-functional initiatives involving marketing, coaching staff, and tech consultants, ensuring timely rollout of client-facing solutions.