Belton Creative

Charles Belton, BA/BI · Brunswick, ME

Resume

One page. Excel, SQL, and Power BI. Print to save a PDF.

Email

Charles Belton

Business Analyst | Business Intelligence

Brunswick, ME

charles@beltoncreative.com | linkedin.com/in/charlesbelton | beltoncreative.com

Summary

Business analyst with seven years reviewing claims, medical, and financial records at Sun Life, then independent BI consulting from 2022. Excel, SQL, and Power BI for recurring reports, KPI tracking, and cleaner source data. Also published two free browser tools for CSV profiling and SQL formatting, and I run a live web product on PostgreSQL.

Skills

Analysis: requirements, process improvement, KPI reporting, data quality, stakeholder reporting

Tools: Excel (Power Query, PivotTables, XLOOKUP), SQL, PostgreSQL, Power BI, Python (pandas, refresh automation)

Experience

Belton Creative, Business Analyst & BI Consultant
Brunswick, ME (Remote) Feb 2022 to Present
  • Built and maintained relational SQL (PostgreSQL) for 12+ client projects. Reduced manual record management by about 40%.
  • Built recurring Excel reports with Power Query, PivotTables, and XLOOKUP. Often cut reporting time by about 50%.
  • Combined campaign, web, and CRM style exports into one planning table so teams stopped comparing conflicting pulls.
  • Found duplicate, incomplete, and inconsistent records before they hit a dashboard. Same intake problem the CSV profiler now checks in the browser.
  • Published a SQL formatter and explainer so stakeholders can see tables, joins, and filters without a walkthrough.
Sun Life Financial, US, Claims Specialist
South Portland, ME (Hybrid) Jun 2015 to Feb 2022
  • Reviewed 1,300+ active disability claims in Excel, Access, and enterprise claims systems. Used medical, financial, and regulatory data for eligibility and risk.
  • Found discrepancies in financial and renewal data that prevented about $160K in annual overpayments.
  • Wrote standard claim intake steps and documentation. Cut about $25K in annual overhead and reduced rework by 15%.

Selected work

CSV profiler. beltoncreative.com/tools/csv-profiler/. Column types, null rates, unique counts, dirty data flags. The file stays in the browser.

SQL formatter. beltoncreative.com/tools/sql-formatter/. Formats a query and sketches tables, joins, and filters in plain English.

LootRNG. lootrng.com. Live product with accounts and PostgreSQL.

Education

MBA, University of Phoenix Expected Sept 2027

BS, Business, University of Phoenix, Summa Cum Laude Dec 2025

Need cleaner reporting?

If a weekly refresh or a SQL view of performance is eating the team, write me. I answer my own email.