AMIT RANA
Delhi
Summary
To contribute to organizational growth and achieve professional excellence by leveraging my expertise in operations management, data analysis, and reporting to deliver actionable insights, drive efficiency, and support informed decision-making.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Global Operations Specialist
Zones Corporate Solutions
01.2022 - Current
- Develop and automate weekly, monthly, and quarterly business reports and BI dashboards to monitor sales performance and key metrics for Major accounts.
- Used Power Query (ETL) to clean, transform, and merge data from internal and external sources, improving data accuracy and consistency.
- Design and deliver QBRs for top accounts, highlighting trends, KPIs, and actionable insights for senior leadership.
- Consolidate data from various internal and partner sources to create comprehensive all-account reports, delivering insights on sales vs. referral fee trends, profitability, and partner performance and referral collection efficiency.
- Create compliance reports to ensure referral fees align with contracted percentages, helping the business identify and recover underpaid amounts.
- Reconcile large datasets from multiple sources to ensure data accuracy and ensure accurate referral amount collection.
- Manage and maintain the global partner database monthly to support accurate reporting and communication.
- Provide detailed closed order reporting on customer spending by Product, OEM and geography, with serial tracking and cycle time analytics.
- Created visually impactful dashboards in Excel and Power BI for data reporting. Extracted, interpreted and analyzed data to identify key metrics and transform raw data into meaningful, actionable information
- Automate recurring reports and workflows using advanced Excel, Power Query, and Power Automate, significantly reducing manual effort by 50%.
Subject Matter Expert – (Evernorth Health Inc Account)
IBM India Pvt. Ltd.
01.2017 - 01.2022
- Responsible for training and growth of 40+ team members to ensure that they are meeting goals through proper application of collection.
- Designed interactive performance dashboards in Power BI and Excel to visualize key performance metrics and track team performance.
- Built dashboards in Excel/Power BI to track AR trends, collections, and denials.
- Worked closely with operations and data mining teams with fact and figures for displaying with process reports to assist management to trend and forecast business strategies.
- Developed and maintained reports and dashboards using Excel/VBA, including Weekly/Monthly Quality Score report, WRM (Weekly Review with Management), Productivity Report and Employee Performance dashboard.
- Maintained strict confidentiality in accordance with HIPAA regulations and Company policy.
- Accountable for ensuring internal SOP’s are updated with new learnings.
- Ensure Root cause analysis is conducted for the errors/ issues identified, identify corrective and preventive actions for the errors and ensure learning is incorporated in team.
- Identify weak areas of individual reps and ensure proper feedback share with them.
Education
MBA - Finance
Sikkim Manipal University
B.Com -
Delhi University
12th (CBSE) -
AVB Public School
Delhi10th (CBSE) -
AVB Public School
DelhiSkills
- BI Tools: Power BI, Excel, Google Sheets
- ETL & Data Transformation: Power Query (data extraction, cleaning, transformation)
- Automation: VBA (basic macros for task automation, capable of recording, debugging, and editing code as needed)
- Reporting & Analysis: Excel (dashboards, report automation), Power BI (interactive reports, KPIs, trend analysis)
Summary
· Over 8.5 years of experience in operations, specializing in data analysis, reporting, automation, and team management.
· Currently working as a Global Operations Specialist at Zones Corporate Solutions, delivering data-driven insights to support business decisions.
· Skilled in designing Power BI dashboards using visuals like charts, KPI cards, measures and slicers with drill down & drop-down menu to communicate trends and performance insights.
· Experienced in producing weekly, monthly, and quarterly business reviews (QBRs), and sales performance analytics for senior leadership.
· Proficient in building end-to-end ETL workflows using Power Query, with expertise in data modeling, cleaning, and transformation and cleansing.
· Skilled in building automated reports and interactive dashboards in Excel using Power Query, VBA, pivot tables, and advanced formulas for real-time KPI tracking.
· Strong track record of driving process improvements and automation, consistently reducing manual effort and improving data accuracy.
· Experienced in analyzing large datasets, including partner and internal sales data, with a focus on referral trends, reconciliation, and performance insights.
· Recipient of three 5-Star Service Awards at Zones for high-impact contributions and operational excellence.
Projects & Tools Developed
Special Projects: Developed custom tools including a Work Distribution Tool, Wall of Work Tracker, Time Tracking System, PDF/Word Editor Tool, and Automated Invoice Generation Template., Provided support for designing, testing, and implementing customized VBA/Excel and MS Access applications for other lines of business for data collection and other needs.
Accomplishments
- Three-time recipient of the 5-Star Service Award at Zones Corporate Solutions.
- Received IBM E&E Award for excellence.
- Received two cash awards ($130 each) for outstanding performance.
Certification
- ICA
- Excdl from udemy
- Power bi From
Personal facts
Date of Birth: 30.11.1990 Nationality: Indian
Marital Status: Married Languages Known: English, Hindi
Timeline
Global Operations Specialist
Zones Corporate Solutions
01.2022 - Current
Subject Matter Expert – (Evernorth Health Inc Account)
IBM India Pvt. Ltd.
01.2017 - 01.2022
MBA - Finance
Sikkim Manipal University
B.Com -
Delhi University
12th (CBSE) -
AVB Public School
10th (CBSE) -
AVB Public School
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