Terri-Lee Meyer

Data Analyst specialising in operational analytics, automation, and ecosystem-level customer insights within financial services. Experienced in building SQL and Python data pipelines and developing reporting frameworks that track customer journeys, cross-sell performance, and operational KPIs across multiple products. Skilled at translating complex operational data into strategic insights that support operational decision-making, capacity planning, and customer experience improvements across Operations, Product and Marketing teams.

Data Analyst at FINCHOICE (2024-04 – Present)

• Built and maintained Python and SQL automations for recurring operational processes, improving reporting consistency and reducing manual effort.
• Developed and optimised SQL transformations supporting cross-sell analysis, portfolio tracking, customer response reporting, and historical performance views.
• Led the development of ecosystem-level customer analytics within the Weaver platform, defining customer journey logic, cross-sell metrics, and multi-product engagement reporting across Finchoice and PayJustNow.
• Delivered ecosystem performance insights used by executives to monitor customer behaviour and guide customer engagement, operational, and marketing strategies.
• Contributed to ecosystem reporting alignment across Finchoice and PayJustNow, ensuring consistent metric definitions and source-grouping logic across reporting datasets.
• Designed and maintained Excel dashboards tracking consultant productivity, commission performance, and operational KPIs for leadership reporting.
• Extracted and integrated data from APIs (e.g. FreshDesk) into SQL tables to support SLA tracking and operational performance monitoring.
• Supported multiple business workstreams through structured SQL queries, automated reporting views, and monitoring outputs.
• Mentor analysts and assist with the technical case study component of the recruitment process.
• Built automated data pipelines and reporting frameworks used by multiple operational teams, reducing manual reporting processes and improving reliability of operational metrics.

Junior Data Analyst at FINCHOICE (2022-10 – 2024-03)

• Prepared weekly and monthly reporting packs used in stakeholder review sessions.
• Wrote SQL queries to support customer, product, and sales performance analysis.
• Developed customer selection files for SMS and contact centre campaigns and analysed response rates.
• Supported A/B testing initiatives and presented post-campaign insights.
• Collaborated with Operations and Contact Centre teams to optimise operational reporting structures, introducing automated data workflows and improved targeting logic that enhanced reporting accuracy and reduced manual effort for operational teams.
• Designed and automated the end-to-end document chasing workflow, developing SQL and SSIS processes that generate dial files, schedule WhatsApp outreach based on application lifecycle rules, and send automated Slack notifications to monitor daily chasing volumes.
• Developed and maintained Power BI dashboards supporting marketing and product performance reporting, including dashboards tracking Zapper/Ukheshe scanner volumes, merchant performance, customer adoption trends, and key product metrics.
• Supported the Compliance team by preparing customer application data samples for quarterly audits and fulfilling ad hoc data requests used in regulatory review processes.

Junior Operations Analyst at DATAORBIS (2021-03 – 2022-09)

• Designed and implemented robust reporting frameworks using SQL, Excel, Tableau, and Power BI, providing essential insights to end-users.
• Managed product categories for distributor, retailer, and manufacturer data, successfully delivering comprehensive reports.
• Optimised data management processes, continually seeking productivity improvements.
• Utilised SQL and Excel to collect, clean, and analyse data for client success, ensuring efficient workflow and timely client deliveries.

Bachelor of Commerce in General – Stellenbosch University (2014 – 2017)