Data Consultant @ Taxfix

Data strategy • Analytics engineering • Product & marketing analytics • Experimentation • Attribution & reporting

  • Date:
    Jan 2024
  • Client:
    Taxfix
  • Category:
    Data management
    ,
    Business Analysis

What did we do?

Recap of what I do

  • Define the KPI tree for growth and product (acquisition → activation → filing → retention), aligning stakeholders on metric definitions and guardrails.
  • Instrumentation & tracking: design the web/app event schema, GA4/GTM (incl. consent mode), pixels, and server-side events; QA and monitor data quality.
  • Analytics engineering: model raw sources into trusted, documented datasets (dbt/SQL), joining product, marketing, and finance data for self-serve analysis.
  • Dashboards & data products: build exec and team views (cohorts, funnels, LTV/CAC, payback, channel & creative performance) with scheduled refresh and alerts.
  • Attribution & budget guidance: multi-touch views and MMM-style rollups to validate spend, support channel mix and seasonal planning.
  • Experimentation: design tests (power, sampling), implement tracking, analyze uplift, and publish learnings for pricing, offers, onboarding, and CRM comms.
  • Forecasting & seasonality: weekly forecasts for sign-ups, filings, and revenue; scenario models for campaigns and peak tax periods.
  • Data governance: naming standards, documentation, lineage, access controls, and compliance-by-design (GDPR, consent).

Outcome: a reliable data foundation, faster decision cycles, and clear visibility from spend to filed returns—enabling smarter budgets, higher conversion, and repeatable growth.

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