A Series B fintech company needed to complete a stalled Snowflake migration after losing their data architect mid-project. We stepped in, delivered in 6 weeks, and handed off a clean platform to their new hire.
The company had been growing fast — Series B closed, loan origination volume tripling, and their legacy PostgreSQL setup was straining under the load. They'd started migrating to Snowflake with their in-house data architect leading the effort.
Then the architect left. Mid-migration. With partial dbt models, undocumented pipelines, and a PostgreSQL instance that was becoming a bottleneck for the entire business.
We didn't start from scratch — we audited what existed, salvaged what was sound, and rebuilt what wasn't. The goal was never to build the "perfect" architecture. It was to build the right one for a fast-growing fintech that needed reliable data yesterday.
Spent the first week mapping the existing PostgreSQL schema, the partial Snowflake build, and all downstream dependencies. Identified what to keep, what to rebuild, and what to deprecate.
Designed a clean Snowflake warehouse structure optimized for their lending analytics — loan origination, underwriting metrics, portfolio performance, and regulatory reporting.
Built a complete dbt project with modular models, automated tests, and full documentation. Set up Fivetran connectors for every source system with proper scheduling and monitoring.
Created executive and operational dashboards in Power BI — connected directly to Snowflake — replacing the manual Excel reports that were eating 15+ hours per week.
Every tool was chosen for a reason — not because it's trendy, but because it's the right fit for a growing fintech that needs reliability, scalability, and maintainability.
Six weeks after engagement start, the team had a fully operational Snowflake warehouse, automated pipelines, documented models, and dashboards that leadership actually trusted. The platform was clean enough to hand off to their new data hire with a two-day onboarding.
Faster query performance — loan analytics that took 20+ minutes in PostgreSQL now complete in under 4 minutes in Snowflake
Single source of truth — four disconnected data stores consolidated into one governed Snowflake warehouse
Weekly time saved on manual reporting — automated dashboards replaced hand-built Excel reports
Onboarding for new hire — complete documentation, dbt docs, and runbooks enabled a smooth handoff