Consulting & Advisory
If you’re looking for someone who can translate data into clarity, connect financial insight to strategy, and deliver measurable impact, I can help. I’ve spent my career at the intersection of finance, analytics, and technology, helping organizations make better decisions with their data. My consulting work blends deep quantitative expertise with practical execution, whether the goal is understanding market dynamics, improving data infrastructure, or uncovering opportunities hidden in the numbers.
What I Do
I help businesses and individuals solve high-value problems through financial, economic, and technical analysis. My experience spans data architecture, forecasting, market analysis, and business intelligence, from building venture capital indicators used in earnings calls, to deploying dashboards across hundreds of Amazon sites, to developing proprietary mobility indices predicting Uber trip volumes within 1% accuracy. If you’re facing a problem that sits between data and decision-making, that’s where I specialize.
Financial & Strategic Consulting
I provide research-driven insights into capital markets, business strategy, and macroeconomic trends. I’ve built frameworks used by investors, executives, and policy thinkers to understand how money moves, and what those movements mean for strategy. My work draws from both real-world experience (CFA charterholder, former PitchBook quantitative analyst, and Amazon business intelligence engineer) and a behavioral-finance lens focused on how people and systems actually behave under uncertainty.
(Please note: I am not a registered investment advisor and do not provide individualized investment recommendations or portfolio management services.)
Technical & Data Consulting
On the technical side, I’ve built and deployed analytics systems on AWS, Python, SQL, and modern BI stacks, leading initiatives that improved scalability, transparency, and operational efficiency. Whether you need an AWS architecture audit, a data pipeline built for reliability, or help turning raw data into actionable dashboards, I can help you design and deliver systems that work, fast, clean, and future-proof.
Who I Work With
My ideal clients are startups, investment teams, research organizations, and small businesses that need specialized analytical horsepower, but not a full-time hire. I can work alongside your internal team to prototype solutions, refine models, create reports, or automate processes that free up your people to focus on what matters most.
My Approach
Every engagement begins with a conversation: what’s the real question, and what’s the best way to answer it? From there, I build a tailored plan with clear milestones and tangible deliverables. My process is grounded in transparency — you’ll always know what I’m doing, why it matters, and how the results connect to your bottom line.
Selected Experience
Amazon (Business Intelligence Engineer): Co-led launch of an analytics platform for 10+ engineers, freeing 1,000+ hours annually and improving data transparency across 600+ sites.
PitchBook Data (Quantitative Research Analyst): Built VC Dealmaking Indicator and capital metrics cited in earnings calls and reports viewed by thousands.
Gridwise (Senior Data Analyst): Created market models tracking Uber trip volume within 1% of reported results.
IPC Global (BI Consultant): Delivered Qlik Sense dashboards for the School District of Philadelphia and Exelon, improving transparency and client retention.
Let’s Work Together
If you need data-driven strategy, analytics expertise, or clear financial storytelling — I can help. I offer flexible hourly and project-based consulting engagements.
Let’s talk: alexwarfel@gmail.com
Or, to learn more about my perspective, explore my latest writing here on Substack.