visitor@jrochaperez:~$ whoami
Joey Rocha-Perez
Business Systems Analyst
I turn CRM and operational data into dashboards, pipelines, and systems people actually trust.
About Me
I'm a Business Systems Analyst with a background in systems administration and data governance. I spend most of my time translating business needs into scalable system solutions — the kind that survive contact with a real organization's messy data.
I coordinate cross-functional projects end to end, from requirements-gathering through implementation, and I've built a track record of improving reporting accuracy and operational efficiency across CRM and data systems along the way.
Most of my career has been at small and medium-sized departments and organizations, where budgets are tight and trust in the data matters even more. On weekends I build side projects — usually something involving a dataset I can't stop thinking about.
Experience
Business Systems Analyst · BARTC
2024 — Present- Led requirements-gathering sessions with multiple stakeholders to define technical and business needs, producing user-centric dashboards and streamlined reporting workflows.
- Directed cross-departmental implementation of a BI dashboard system integrating system usage, web traffic, and financial data — contributed to a 15% revenue increase.
- Built and maintained SQL data pipelines for extraction and validation supporting sales, finance, and marketing reporting.
- Standardized intake processes and SOPs for recurring data requests, cutting reporting turnaround time by 50% and increasing internal adoption.
- Analyzed foot-traffic and program-participation data for a partner org, delivering visualizations that grew event participation by 30%.
Business Analyst & Project Manager · Bayview Hunters Point Foundation
2023- Conducted systems analysis across case-management and CRM platforms (SQL, Excel), identifying process inefficiencies that improved case management, client retention, and program outcomes.
- Managed a reporting-system upgrade from scoping through rollout across program, fundraising, and case-management teams.
- Built custom reports and dashboards with advanced filtering and aggregate logic; mapped business processes to surface automation opportunities.
Information Solutions Specialist · California State University, East Bay
2022 — 2023- Established data-governance standards via duplicate detection and field standardization, improving CRM accuracy and pipeline reporting.
- Automated mailing-list management for 100K–200K records in Python, eliminating duplicates and improving campaign targeting and ROI by 30%.
- Partnered with accounting to reconcile sales records and improve revenue-tracking accuracy.
Salesforce Administrator · ClimbHire
2020 — 2022
Skills
Systems & Data
- SQL
- Salesforce
- Zapier
- BigQuery
- dbt
Reporting & Visualization
- Tableau
Programming & Web
- Python
- JavaScript
- React
- Java
- HTML
- CSS
- WordPress
Projects
A mix of flagship work, an M.S. capstone, and weekend builds — spanning BI dashboards, spatial analysis, and applied machine learning.
Revenue-Visibility BI Dashboard
Cross-departmental BI rollout that contributed to a 15% revenue increase at BARTC.
Directed the cross-departmental rollout of a business-intelligence dashboard system integrating system-usage, web-traffic, and financial data to increase revenue visibility. Built on SQL data pipelines for extraction and validation, feeding dashboards that sales, finance, and marketing now use for day-to-day reporting.
- SQL
- Tableau
VolunteerNest
Volunteer attendance-tracking SaaS for nonprofits, with planned Salesforce integration.
A lightweight SaaS product for nonprofits to track volunteer attendance and hours without spreadsheets. Built with a typed, serverless-friendly stack and designed for a future Salesforce NPSP integration so nonprofit ops teams can keep one source of truth.
- Next.js
- PostgreSQL
- Drizzle ORM
- Neon
Donor Spatial Analysis
M.S. capstone modeling donor penetration vs. distance to trail across 1,772 Bay Area census tracts.
Spatial-econometric study of donor penetration versus distance to trail across 1,772 Bay Area census tracts. Combined a first-party CRM donor extract pulled via SOQL with the ACS 5-year Census API, ran multi-pass geocoding, then tested spatial autocorrelation with Moran's I and fit a spatial autoregressive (SAR) model reporting direct, indirect, and total impacts.
- Python
- GeoPandas
- PySAL
- SOQL
SBA Loan Default Prediction
End-to-end ML classification pipeline tuned around an asymmetric 5:1 cost structure.
End-to-end classification pipeline comparing kNN, decision trees, bagging, AdaBoost, gradient boosting, random forest, and regularized logistic regression against a neural net baseline, tuned around an asymmetric 5:1 misclassification cost structure to reflect real lending risk.
- Python
- scikit-learn
EV Charging Station Data Viz
Interactive Tableau dashboards built from spatial joins of census and AFDC EV station data.
Combined California census-tract GeoJSON with Alternative Fuels Data Center (AFDC) EV charging-station data via spatial joins, then built interactive Tableau dashboards to explore charging-station coverage relative to population density.
- GeoPandas
- Tableau
Education
M.S., Business Analytics
Sacramento State
B.S., Management in Information Technology
California State University, East Bay
Certifications
Salesforce Certified Administrator
Salesforce · 2022 · #120091
Google Data Analytics Certificate
Google · 2023
Google Project Management Certificate
Google · 2021
Community & Involvement
Hayward Promise Neighborhoods
Youth Program Volunteer & Mentor
2023 — Present
IEEE
Youth Program Volunteer & Mentor
2022 — Present
Startup East Bay / Innovate East Bay
Hackathon Coordinator & Participant
2018 — 2020
visitor@jrochaperez:~$ whoami
> I make nonprofit data trustworthy enough that people stop keeping a shadow spreadsheet.