Hello, my name is Shauna Kennedy
I'm a Data Analyst
Analytical professional with experience in financial reporting, research, process improvement, and administrative operations. Skilled in Excel, SQL, and data automation, with a background in healthcare administration, institutional report automation, and policy research. Known for learning new systems quickly, improving workflows, and translating complex information into clear, usable reports.
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About Me
I'm Shauna Kennedy and I'm skilled in Financial Reporting, Data Analysis, and Process Improvement
Analytical professional with experience across financial reporting, research, process improvement, and administrative operations. I work comfortably in Excel, SQL, and automated reporting workflows, and I have built solutions in healthcare administration, institutional finance, and policy research. I learn new systems quickly, streamline repetitive work, and focus on producing reports and processes that are accurate, repeatable, and easy for stakeholders to use.
Certifications
Real Estate Salesperson License
Career Impact Dashboard
I created this dashboard from outcome metrics across my roles—measuring production time, throughput, and approval rates tied to the tools and workflows I implemented.
Filter by domain or click a panel to jump to the related role.
Email : shaunakennedy110@gmail.com
Phone : +1 781 915 9933
Degree : B.A. Political Science (BU); Accounting Certificate, UMass Lowell (2027)
Location : Norwell, Massachusetts
Technical Skills
Core tools and systems across analysis, automation, finance, and healthcare
Skills & Tools Matrix
2017 - 2020
Bachelor of Arts in Political Science
Boston University, Boston, MA. Relevant coursework included Financial Accounting, Managerial Accounting, Database Design and Implementation, Python, SQL, Databases and Data Mining, Quantitative Reasoning, Geometric Algorithms, Microeconomics, Macroeconomics, Public Policy, Sociology, Political Theory, and Ethics.
Expected 2027
Accounting Certificate
University of Massachusetts Lowell. Coursework completed so far includes Financial Accounting and Managerial Accounting, with additional accounting fundamentals and financial reporting in progress. Current GPA: 3.4.
2019 - 2021, 2022 - Present
Administrative Analyst at ATLANTIC PRIMARY CARE
- Streamlined scheduling by launching automated text-message appointment confirmations, increasing patient throughput by 10% and saving 30 minutes of staff time daily
- Processed approximately 100 patient referrals per month, verifying insurance eligibility to ensure accurate submissions, with more than half approved and confirmed on first pass
- Coordinated with physicians and external providers to support continuity of care and reduce bottlenecks
- Managed 20–30 patient calls and up to 20 daily payment transactions, reducing billing errors through structured payment and missed-appointment logs
- Designed and launched an SEO-optimized practice website from scratch, driving approximately 3 new patients weekly while reducing informational call volume and eliminating outside marketing costs (atlanticprimarycare.com)
- Technology used: Tebra/Kareo, Quest Diagnostics, Care360
Healthcare Operations Trends
I built this from my Atlantic Primary Care performance data—weekly referrals, call volume, and new patient intake after key automation milestones.
| Week | Referrals | Info calls (daily avg.) | New patients |
|---|
2021 - 2022
Research Associate at NEPC, LLC
- Automated client financial report generation using VisionFI, replacing manual data entry and cutting report production time from up to a week down to hours
- Built and maintained report templates and scripts enabling extensive report packages with minimal input, supporting monthly reporting for 5+ client accounts
- Led a six-month report automation project, streamlining production of roughly 50-page reporting packets across public equities, fixed income, and alternative asset classes
- Performed ETL work to extract, transform, and load financial data for recurring reporting needs
- Collaborated with analysts and marketing stakeholders to ensure reporting reflected accurate performance and asset data
- Incorporated financial data visualization into client-facing reports to support portfolio performance reviews
- Technology used: VisionFI, FactSet, Evestment, CRM
2018
Internship at SUFFOLK UNIVERSITY PUBLIC POLICY DEPT.
- Supported research for the "10,000 Souls Project" by analyzing demographic and budget data related to healthcare, social, and economic policy
- Created time-series datasets to track legislative outcomes against state budgets and identify trends
- Synthesized complex legislative material into concise briefs for university stakeholders and policy advisors
- Technology used: Excel
Policy Research Time-Series
I created this time-series from legislative budget and outcome data I analyzed during the Suffolk 10,000 Souls Project.
| Year | Budget index | Outcome index | Gap |
|---|
2018
Internship at PETER TEDESCHI CONGRESSIONAL CAMPAIGN
- Supported campaign operations through stakeholder communication, logistics coordination, and policy messaging
- Managed email and phone correspondence with contributors and constituents
- Prepared travel arrangements and meeting logistics for campaign travel
- Drafted talking points and debate preparation materials for speeches and public appearances
- Technology used: Excel
Services
Services at a Glance
I scored each capability from my performance data—the tools I've used and the outcomes I've delivered. Click a spoke to highlight the matching service below.
Financial Reporting
Building accurate, repeatable financial reports and reporting packages—from data extraction and validation through final client-ready deliverables.
Web Development
Web development includes building responsive sites with HTML, CSS, and JavaScript, using Node.js and package managers like npm/Yarn for deployment.
Data Analysis
Using Excel, SQL, and Tableau to clean, analyze, and visualize data—turning complex information into clear metrics, trends, and decision-ready insights.
Report Automation
Designing automated reporting workflows with ETL, templates, and scripting to reduce manual production time and improve consistency across recurring deliverables.
Research
Conducting policy, financial, and operational research—gathering data, identifying trends, and synthesizing findings into concise reports and recommendations.
Programming
Programming languages include Python and Java, and SQL, used to develop task automation, computing, and database implementation.
Portfolio
Featured Projects
Automated Financial Dashboard
Financial Analytics & Automation
End-to-end equity research dashboard that automates financial data ingestion, KPI calculation, and interactive visualization—from company overview snapshots and multi-year trend analysis to fundamental scoring models and peer benchmarking. I can look up any ticker, IPO, or SEC-filed company and pull filings into the same analysis pipeline.
Atlantic Primary Care
Healthcare Website
A React healthcare site I built and deployed for Atlantic Primary Care—SEO-optimized with accessibility tooling, patient chatbot, Tebra booking, and office showcases. It drives approximately 3 new patient inquiries per week while reducing routine informational calls.
Stock Trading Database Design
Database Architecture & Visualization
Comprehensive stock trading database system with advanced SQL programming, PostgreSQL backend, and Tableau visualization. Features complex queries, data normalization, and interactive financial analytics dashboards.
NEPC Report Automation
Financial Process Automation
Sanitized case study of institutional reporting work at NEPC: automating VisionFI-based financial report production, building recurring templates across 5+ accounts, and leading a six-month automation initiative for multi-asset-class reporting packets.
Atlantic Primary Care
Healthcare Website Development & Deployment
Project Overview
Developed and deployed a modern healthcare website for Atlantic Primary Care with SEO optimization, accessibility features, and patient-focused navigation. The site supports new patient discovery and reduces routine informational call volume—driving approximately 3 new patient inquiries per week while eliminating outside marketing costs.
Website Build Breakdown
I mapped the full codebase I shipped for atlanticprimarycare.com—total coding volume, React components, and the packages and systems behind the build.
Code volume by language
Largest React modules
Packages & systems footprint
Key Features
- Welcome modal with patient onboarding flow
- Interactive location showcase with office details
- Comprehensive FAQ section with accordion functionality
- Step-by-step new patient registration process
- Advanced accessibility features and controls
- Responsive design optimized for all devices
- Modern glassmorphism UI design
- SEO optimized for local healthcare search
Technical Implementation
Frontend
Integrations
Deployment
Website Features Showcase
Welcome Modal
Elegant onboarding experience with patient registration options and clear call-to-action buttons.
Location Showcase
Interactive office location display with detailed facility information and map integration.
FAQ Section
Comprehensive accordion-style FAQ with expandable answers and direct action links.
Patient Onboarding
Step-by-step new patient registration process with clear instructions and contact information.
Accessibility
Advanced accessibility controls including text sizing, contrast options, and readability features.
Results & Impact
Stock Trading Database Design & Implementation
Database Architecture & Tableau Visualization
Project Overview
Designed and implemented a comprehensive stock trading database system with advanced SQL programming techniques and Tableau visualization. The project demonstrates expertise in database architecture, complex query optimization, and data visualization for financial analytics.
Key Features
- Complex SQL queries with LEFT JOINs and subqueries
- Primary key and foreign key relationship design
- Database normalization and optimization
- Tableau dashboard design and implementation
- Stock price tracking and analysis
- Trading volume and market trend visualization
- Data aggregation and reporting functions
- Interactive financial analytics dashboard
Technical Implementation
Database
Visualization
SQL Functions
Database Design Highlights
Schema Design
Comprehensive database schema with properly normalized tables for stocks, trades, users, and market data with primary and foreign key relationships.
SQL Programming
Advanced SQL queries utilizing LEFT JOINs, subqueries, aggregate functions, and complex data manipulation for stock analysis and reporting.
Tableau Design
Interactive Tableau dashboards showcasing stock performance, trading patterns, and market trends with real-time data visualization.
Query Optimization
Optimized database queries for performance, including indexing strategies and efficient data retrieval for large financial datasets.
Results & Impact
Academic/personal project focused on designing a normalized trading schema and optimizing analytical queries. Query gains were observed by comparing optimized queries against the original unoptimized set after indexing.
NEPC Report Automation
Institutional Financial Reporting Workflow
Project Overview
At NEPC, I automated recurring client financial reports with VisionFI—cutting production from days to hours across multi-asset reporting packets. This case study is sanitized: no client names, holdings, or confidential figures.
Reporting Workflow Funnel
I mapped my manual NEPC steps against the VisionFI automation I built—slide to compare time by report volume.
Manual
VisionFI
Key Contributions
- Automated client financial report generation using VisionFI, cutting production time from up to a week down to hours
- Built and maintained report templates and scripts supporting monthly reporting for 5+ client accounts
- Led a six-month report automation project across public equities, fixed income, and alternative asset classes
- Performed ETL work to extract, transform, and load financial data for recurring reporting needs
- Collaborated with analysts and marketing stakeholders to ensure accurate performance and asset data
- Incorporated financial data visualization into client-facing reports for portfolio performance reviews
Tools & Environment
Core Systems
Workflow
Results & Impact
Automated Financial Dashboard
Equity Research & Fundamental Analysis Platform
Financial KPI Trends
I charted Nike, Inc. (NKE) KPIs from SEC 10-K income statement and balance sheet data—the same pipeline that powers my trend analysis module shown above.
Project Overview
Built an automated financial analysis dashboard that transforms raw company financials into a structured, interactive research experience. I can look up any ticker, IPO, or company with SEC filings and route that data through the same pipeline—from ingestion and KPI calculation through visualization. The platform consolidates market multiples, profitability, liquidity, and efficiency metrics into a single overview—then layers on multi-year trend visualizations, earnings-quality scoring, and peer benchmarking so I can move from high-level snapshot to comparative insight without manual spreadsheet assembly.
Dashboard Build Breakdown
I mapped the full stack I built for my SEC EDGAR dashboard—Python API, Postgres pipeline, React UI, and every package that powers ticker lookup and analysis.
Code volume by language
Packages & systems footprint
Largest codebase modules
Key Features
- Ticker and IPO lookup for any SEC-filed company, with automated ingestion of 10-K, 10-Q, and related filings
- Tabbed navigation across Overview, Trends, Earnings Quality, Scores, Comparables, and Valuation
- At-a-glance KPI cards for P/E, P/B, margins, ROE, ROA, and liquidity ratios
- Interactive trend charts for margin stack, liquidity vs. leverage, and efficiency metrics
- Automated Altman Z''-Score and Piotroski F-Score with visual zone indicators
- Peer heatmap with conditional formatting across ROE, margins, leverage, and valuation
- Radar and ranked bar charts for multi-metric peer comparison
- Contextual chart annotations explaining how to interpret each metric
- Automated data pipeline replacing manual report compilation
Technical Implementation
Data & API
Frontend
Analytics
Dashboard Highlights
Company Overview
Instant snapshot of market cap, valuation multiples, profitability margins, and liquidity position—organized into scannable metric groups for rapid due diligence.
Trend Intelligence
Multi-year line charts with hover tooltips track how gross, operating, and net margins evolve—and flag when rising leverage coincides with falling liquidity.
Quality Scoring
Automated Altman and Piotroski scores translate complex financial statements into clear distress/safety and strength/weakness signals with gauge-based UI.
Peer Comparables
Side-by-side heatmap, radar, and ranking views benchmark companies on ROE, margins, leverage, and valuation—surfacing relative leaders and laggards at a glance.
Results & Impact
Replaced a manual, spreadsheet-driven research workflow with a single automated dashboard covering six analytical modules and multi-year historical coverage. Analysts can evaluate company health, trend direction, fundamental quality, and peer positioning in one interface—cutting time spent on data gathering and chart building.
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