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A dynamic customer-focused Tableau and Power BI expert with a proven 15-year track record of enhancing business productivity through tools, systems, process, reporting, and testing. Collaborates with key stakeholders and cross-functional teams to present complex dashboards and ad hoc analyses to management in a high-volume Teradata production environment at Bank of America. Incorporates advanced Tableau functionality into dashboards, supporting business intelligence efforts, data analytics, new data models, and process improvement in reporting. Provides increased visibility into business operations through data visualization dashboards. Heavily invested in professional development with Tableau Desktop Specialist certification


  Over 10 years of experience as a Business/Data Analyst, specializing in business intelligence, data warehousing, and fraud analytics for banking, retail, healthcare, and pharmaceuticals.
  Expertise in administering Power BI Report Server, including setup, configuration, migrations, and security management for enterprise BI platforms.
  Proficient in Software Development Life Cycle (SDLC) and Agile methodologies, performing requirements analysis, process modeling, and system testing.
  Skilled in Python programming for developing automation scripts and integration solutions, supporting BI and fraud detection workflows.
  Experienced in eliciting and documenting business requirements, creating use cases, and ensuring alignment with stakeholder needs.
  Strong knowledge of Agile and Waterfall methodologies, managing end-to-end project delivery across SDLC and STLC phases.
  Adept at requirements gathering through interviews, JAD sessions, surveys, prototyping, and brainstorming to capture business needs.
  Proficient in creating process models, including wireframes, flowcharts, and BPMN diagrams, using MS Visio for system design.
  Extensive experience with AWS cloud services, including EC2, S3, RDS, IAM, CloudWatch, Lambda, and CloudFormation, for data storage and automation.
  Skilled in Azure cloud technologies, including Azure Data Factory and Synapse Analytics, for hybrid data integration and analytics.
  High expertise in developing and maintaining Requirement Traceability Matrix (RTM) to ensure requirements adherence throughout projects.
  Experienced in performing GAP analysis, data mapping, and data modeling to support business process improvements.
  Proficient in Microsoft Office tools, including Excel, Visio, and PowerPoint, for documentation and process visualization.
  Conducted SWOT analysis and cost-benefit analysis to evaluate project feasibility and business impact.
  Utilized AWS CLI and management console to manage cloud resources and APIs for enterprise applications.
  Created UML diagrams, including use case, activity, and sequence diagrams, to model system workflows and processes.
  Strong understanding of data warehousing concepts, including schemas, data marts, and ETL processes for analytics.
  Experienced in data modeling for data warehouses, ensuring efficient data storage and retrieval for BI reporting.
  Skilled in designing ETL workflows using SSIS and Informatica PowerCenter, integrating with AWS and Azure cloud platforms.
  Proficient in data visualization using Power BI and Tableau, creating dashboards for actionable business insights.
  Experienced in SQL query development, including joins and stored procedures, for data analysis and validation.
  Utilized Python and R for data mining and statistical analysis, supporting predictive modeling and forecasting.
  Conducted data cleaning, normalization, and transformation to prepare datasets for BI and fraud analytics.
  Adept at managing SQL Server, Oracle, and Teradata databases, optimizing performance and ensuring data integrity.
  Experienced in User Acceptance Testing (UAT) and manual testing, creating test plans and cases for quality assurance.
  Managed Power BI Report Server lifecycle, including report publishing, user access, and data refresh troubleshooting.
  Hands-on experience with Big Data technologies, including Hadoop (Hive, Pig, MapReduce), Spark, Sqoop, HBase, Flume, and Oozie, for large-scale data processing.
  Strong background in statistical analysis and forecasting using SAS and R, applying regression, clustering, and text mining techniques.
  Advanced expertise in SQL Server BI stack (SSIS, SSRS, SSAS) for ETL, reporting, and analytics, supporting enterprise reporting needs.
  Experience with Java programming for custom tools, automation scripts, and integration with AWS and AEM platforms.
  Collaborated with IT and security teams to address vulnerabilities and ensure compliance with KYC/AML and HIPAA standards.
  Proficient in low-code platforms like Power Apps and Power Automate for integrating BI solutions with web services.


A dynamic, customer-focused Tableau and Power BI expert with a proven 15-year track record of enhancing business productivity through tools, systems, processes, reporting, and testing. Collaborates with key stakeholders and cross-functional teams to present complex dashboards and ad hoc analyses to management in a high-volume, Teradata production environment at Bank of America. Incorporates advanced Tableau functionality into dashboards, supporting business intelligence efforts, data analytics, new data models, and process improvement in reporting. Provides increased visibility into business operations through data visualization dashboards. Heavily invested in professional development, with Tableau Desktop Specialist certification.

With 6 years of experience in Software Design, Database Design, and Business Intelligence, I specialize in developing, integrating, and maintaining BI solutions across various platforms. Proficient in Tableau, Power BI, and SQL, I have extensive experience creating interactive dashboards, reports, and visualizations using advanced BI functionalities like data blending, complex calculations, filters, and parameterized reports. Skilled in working with databases such as SQL Server, Oracle, and DB2, I have a strong background in ETL processes, data extraction, and reporting for business users.
I am well-versed in Python and PySpark for big data processing, statistical analysis, and visualization, leveraging libraries like Pandas, Matplotlib, and Scikit-learn for data manipulation. Additionally, I have expertise in Excel-based analysis (VLOOKUPs, pivot tables, macros) and creating ad-hoc reports. Experienced in Agile and Waterfall methodologies, I have worked on cloud-based data solutions using AWS and developed end-to-end BI solutions in environments that support OLTP and OLAP reporting.

Megha Puri

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Business Analyst Manager

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MBA - General Administration

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Business Analyst Manager

MBA - General Administration

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