About Founder

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Combination of Finance and Business Intelligence

Erdni Okonov is a one-of-a-kind professional with expertise both in corporate finance and business intelligence. On top of expertise in corporate finance, Erdni started to develop his BI acumen while working as VP in Private Equity tasked with the need to monitor and help manage portfolio companies. The successful introduction of dashboards suites build on top of business intelligence systems that he developed into the four portfolio companies led to outstanding results in terms of the speed of decision-making and KPI attainment rate.

This achievement led him to establish QompaX, a consulting company in Business Intelligence. The company was successful in helping numerous clients and received positive testimonials for its ability to bring BI to results. It was sold in 2022 to a management consulting company..

Today, Erdni is a expert-level BI consultant and a Analytics Director in InsightOn helping companies in Europe, the United States, and Asia, based in Princeton, NJ.

Combination of Finance and Business Intelligence

We are in Number

30+

Projects complete

50+

Decision maker empowered

100+

Executive Dashboards

20+

Dashboard Systems

Key areas of expertise

Erdni Okonov has deep expertise in Business Intelligence, Data-Driven Management, and Corporate Finance. His technical knowledge in BI and corporate finance sets him apart as a unique and effective professional.

Business Intelligence

Technical and soft skills necessary to tame this high risk, high reward area of performance improvement

Data Driven Management

Utilizing metrics and BI to their fullest potential in management, while accounting for shortcomings of data

Corporate Finance & PE

Frameworks ready to be used for in-depth analysis of corporate value

We are in Number

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Visualizing data for decision- making

95%

Visualizing data for decision- making
Problem-solving in data projects

80%

Problem-solving in data projects
Decision metric discovery

90%

Decision metric discovery
Visual communication with Miro & Figma

85%

Visual communication with Miro & Figma
UX & UI design in dashboard

87%

UX & UI design in dashboard

Showcase of completed BI projects

Here are some examples of projects that the Mr. Okonov has previously worked on. These projects only showcase a portion of his experience, as they have also been involved in larger business intelligence projects for renowned companies such as Mars Wrigley and EY. However, the details of these projects cannot be disclosed due to confidentiality agreements.

In-depth portfolio  monitoring for GP and LPs

Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

Visual functionality merged with in-depth analysis

Optimized data-driven collaboration across teams and stakeholders, fostering a culture of informed, agile decision-making
Equipped General Partners with personalized dashboards featuring KPIs, enabling in-depth analysis for each portfolio company
Leveraged Power BI's advanced reporting capabilities to seamlessly consolidate data from diverse data warehouses into a single, comprehensive platform

Key challenges and achievements

Build a data mart inside of each company's differing data infrastructure that would feed the main PE dashboard
Streamlined ETL processes to standardize KPIs, enhancing cross-comparability for data-driven decision-making
Pioneered the use of BI in daily portfolio monitoring, staying ahead of the curve in the competitive PE landscape
Unlocked the full potential of digital transformation, driving rapid improvements and accelerating decision-making
Secure the trust and buy-in of portfolio company management through proven, results-driven strategies
In-depth portfolio  monitoring for GP and LPs
Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

In-depth portfolio  monitoring for GP and LPs

Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

Visual functionality merged with in-depth analysis

Optimized data-driven collaboration across teams and stakeholders, fostering a culture of informed, agile decision-making
Equipped General Partners with personalized dashboards featuring KPIs, enabling in-depth analysis for each portfolio company
Leveraged Power BI's advanced reporting capabilities to seamlessly consolidate data from diverse data warehouses into a single, comprehensive platform

Key challenges and achievements

Build a data mart inside of each company's differing data infrastructure that would feed the main PE dashboard
Streamlined ETL processes to standardize KPIs, enhancing cross-comparability for data-driven decision-making
Pioneered the use of BI in daily portfolio monitoring, staying ahead of the curve in the competitive PE landscape
Unlocked the full potential of digital transformation, driving rapid improvements and accelerating decision-making
Secure the trust and buy-in of portfolio company management through proven, results-driven strategies
In-depth portfolio  monitoring for GP and LPs
Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

In-depth portfolio  monitoring for GP and LPs

Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

Visual functionality merged with in-depth analysis

Optimized data-driven collaboration across teams and stakeholders, fostering a culture of informed, agile decision-making
Equipped General Partners with personalized dashboards featuring KPIs, enabling in-depth analysis for each portfolio company
Leveraged Power BI's advanced reporting capabilities to seamlessly consolidate data from diverse data warehouses into a single, comprehensive platform

Key challenges and achievements

Build a data mart inside of each company's differing data infrastructure that would feed the main PE dashboard
Streamlined ETL processes to standardize KPIs, enhancing cross-comparability for data-driven decision-making
Pioneered the use of BI in daily portfolio monitoring, staying ahead of the curve in the competitive PE landscape
Unlocked the full potential of digital transformation, driving rapid improvements and accelerating decision-making
Secure the trust and buy-in of portfolio company management through proven, results-driven strategies
In-depth portfolio  monitoring for GP and LPs
Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

In-depth portfolio  monitoring for GP and LPs

Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

Visual functionality merged with in-depth analysis

Optimized data-driven collaboration across teams and stakeholders, fostering a culture of informed, agile decision-making
Equipped General Partners with personalized dashboards featuring KPIs, enabling in-depth analysis for each portfolio company
Leveraged Power BI's advanced reporting capabilities to seamlessly consolidate data from diverse data warehouses into a single, comprehensive platform

Key challenges and achievements

Build a data mart inside of each company's differing data infrastructure that would feed the main PE dashboard
Streamlined ETL processes to standardize KPIs, enhancing cross-comparability for data-driven decision-making
Pioneered the use of BI in daily portfolio monitoring, staying ahead of the curve in the competitive PE landscape
Unlocked the full potential of digital transformation, driving rapid improvements and accelerating decision-making
Secure the trust and buy-in of portfolio company management through proven, results-driven strategies
In-depth portfolio  monitoring for GP and LPs
Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

In-depth portfolio  monitoring for GP and LPs

Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

Visual functionality merged with in-depth analysis

Optimized data-driven collaboration across teams and stakeholders, fostering a culture of informed, agile decision-making
Equipped General Partners with personalized dashboards featuring KPIs, enabling in-depth analysis for each portfolio company
Leveraged Power BI's advanced reporting capabilities to seamlessly consolidate data from diverse data warehouses into a single, comprehensive platform

Key challenges and achievements

Build a data mart inside of each company's differing data infrastructure that would feed the main PE dashboard
Streamlined ETL processes to standardize KPIs, enhancing cross-comparability for data-driven decision-making
Pioneered the use of BI in daily portfolio monitoring, staying ahead of the curve in the competitive PE landscape
Unlocked the full potential of digital transformation, driving rapid improvements and accelerating decision-making
Secure the trust and buy-in of portfolio company management through proven, results-driven strategies
In-depth portfolio  monitoring for GP and LPs
Unified data from 4 portfolio companies for KPI comparison on a single dashboard, boosting strategy and collaboration with data-driven insights.

Technical skills

Erdni has a demonstrated history of technical expertise in creating data marts and independently developing analytical business intelligence dashboards. Moreover, Erdni excels in analyzing data from both financial and managerial perspectives, leveraging a deep understanding of key performance indicators and business metrics.

Expert Power BI DAX
Expert in analytics and dashboard design, with proficiency in Power BI DAX formulas for real-time analysis and customization of solutions
Data modelling for analytics
Expert in data modeling for analytics, including development of effective star schema solutions for numerous business processes
Cloud Data Warehouses
Proficiency in Cloud Data Warehouses, including Azure and Snowflake storage solutions, with strategies to minimize usage charges for large-scale deployments
SQL for data modelling
Skilled in SQL for independent and efficient organization of data
Financial modelling
Master in financial modeling for accurate performance measurement and forecasting
Design and wireframing in Figma and Miro
Skillset in design and wireframing, utilizing Figma and Miro to create intuitive dashboard layouts and assets

Technical skills

Erdni has a demonstrated history of technical expertise in creating data marts and independently developing analytical business intelligence dashboards. Moreover, Erdni excels in analyzing data from both financial and managerial perspectives, leveraging a deep understanding of key performance indicators and business metrics.

BI CONSULTANT

Arrayo - From Jan 2023.
Helping one of the largest banks in the world to unlock insights in its risk data

CEO OF BI CONSULTING COMPANY

Qompa X - International | Business Intelligence Consulting | Feb 2019 - Aug 2022 ( 3 years 7 months)

PRIVATE EQUITY VICE PRESIDENT

Indigo Capital Partners - Moscow | Private Equity Fund | Oct 2012 - Feb 2019 ( 6 years 6 months)

INVESTMENT BANKING ANALYST

Credit Suisse - London | Investment Banking | Jun 2010 - Sep 2012 ( 2 years 4 months)

HIGHER EDUCATION

Ms in Economics from Norwegian School of Economics (2009- 2011)BS in Banking and Finance from London School of Economics (2004-2008)

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