Anumeha Sawant

Reporting Tools:

Business Objects, MS Office, R Studio, Tableau.

Client Interactions Reporting

• Weekly, monthly, and exception reporting using Business Objects.
• Analyze client interactions, and work with technology partners for any data discrepancies.
• Identify the scope for automation, and automate reports using Business Objects, Python, and VBA macros.
• Conduct calls with stakeholders to help them understand reports, and highlight any observations.
• Collaborate with stakeholders to understand requirements and create Excel-based reports.
• Automation of Excel reports by creating Business Objects reports.

Client Interaction Feeds

• Work on interaction data and upload it to vendor portals via feeds as per their template.
• Reconciliation of buy-side, as well as sell-side, contacts.
• Update the Prism profile as needed.
• Data submission by resolving errors in vendor portals on or before the deadline.
• Analysis of identifying gaps in data using internal systems.
• Verify the logic changes made by technology on vendor portals to meet client requirements.
• Periodical client directory updates on vendor portals.

Client Strategy Provisioning

• KYC for new client offices using OpenCorporates, Companies House websites, and BBG terminal, etc.
• Research Services Agreement (RSA) document creation for clients.
• Adding or deactivating a contact in the internal CRM system.
• Business terms, renewal emails, and preparation for existing clients.
• Services consumption template creation for client meetings to show annual fees, revenue, etc.
• Survey: Design Mid-Year and Year-End Survey in Qualtrics.
• Collaborate with business managers for survey requirements.
• Track the survey lifecycle by consistent follow-ups with participants.
• Prepare the survey results once the survey is closed.

RSVP Reporting

• Built a Business Objects report using features available for the event or conference scheduled.
• Scheduled a Business Objects report to deliver to stakeholders.
• Ensure timely completion of changes or enhancements discussed during meetings
• Created or reviewed technical design documentation to drive accuracy of reporting solutions.

Reporting Tools:

Business Objects, MS Office, IBM Cognos, Python.

• Management Reporting and Data Analytics using Cognos, Python, and Business Objects.
• Collaborate with stakeholders to understand requirements and create Excel-based reports.
• Managing work allocation in the team, identifying the scope of automation in the team.
• Automating reports and time-consuming steps using Python, Cognos, and Excel VBA.
• Email monitoring to track the leakage of business content and highlight it to the management.
• PowerPoint presentations for the executive committee, showing data consumption across channels.
• Periodically validate the database to identify technology glitches, check data quality, and recommend necessary enhancements to the technology.
• Ensure business continuity by creating a backup for work.
• Hiring candidates whenever required, in the absence of the manager.
• Managing the team in the absence of the manager.
• SOP creation for business continuity.
• Provided direction and guidance to junior associates on complex tasks.
• Worked with cross-functional teams to achieve goals.

Reporting Tools: MS Excel, MS PowerPoint, MS Word, ServiceNow, BusinessObjects.

MS Excel, MS PowerPoint, MS Word, ServiceNow, BusinessObjects.

• Data reporting and data analysis for a pharmaceutical client
• Data Reporting on SharePoint Performance.
• Data reporting on TAT, SLA, quality, and volume to management PowerPoint presentations using infographics.
• Created weekly and monthly reports to track progress of business goals.
• Drafted monthly ad hoc reports to address client requirements.

Reporting Tools;

MS Office, OneList (Online Request Tracker)

• Data reporting for a well-reputed computer technology client.
• MS Excel reporting on volume, TAT, SLA, resource productivity, quality, and trend analysis for all regional teams.
• Build capacity planners using advanced Excel to improve productivity, PowerPoint presentations for higher management.
• Ensure business continuity by creating a backup for work.
• Automate reports, increasing productivity, and improving quality.
• Developed training materials for end users.
• Collaborated with IT teams on new tools and technologies.
• Worked with cross-functional teams to achieve goals.

Company Overview: Outsourced for Fullerton India Credit Co.

Reporting Tools:

MS Office, SQL

• A key role was played in a pilot process of the EMI collection device.
• Maintain a database of collection devices using SQL queries.
• MS Excel reporting of device performance to promote usage.
• Inventory management ranking of collection officers for yearly benefits.
• Maintain a track of EMIs and reconciliation by interacting with various branches across the United States.
• Guiding collection officers across India in using the collection device and providing technical support.
• Outsourced for Fullerton India Credit Co.