Analytical professional specializing in data-driven decision-making, process automation, and financial reporting. Skilled in Alteryx, Power BI, Power Query and Excel VBA with a proven ability to transform manual workflows into automated reporting systems, reducing turnaround time by up to 60%.
Overview
1
1
Language
1
1
Certification
7
7
years of professional experience
Work History
Financial Planning & Analysis Analyst
Wells Fargo International Solutions Pvt Ltd
09.2020 - 06.2026
Prepared Service Relationship Inventory, a monthly rolling document necessary for attesting to the Service Level Attachment (SLA) of new and existing non-compliant service relationships.
Supported operation, enhancement, governance of Finance EUCTs with Excel Power Query and Alteryx, executing monthly workflows, modifying processes, managing and logging changes, obtaining stakeholder approvals, and administering access controls.
Conducted monthly variance analysis of inter-company service costs using Alteryx, identifying potential Reg W impacts, and coordinated quarterly true-up validations with cost consultants.
Built and modified Alteryx workflows for Service Relationship Inventory and Inter-Company Service Relationship Cost Analysis reports, revising logic based on report requirement changes.
Designed and deployed a Power BI dashboard on live attestation metrics of Service Category and Pricing Methodology Certification from Finance Service Contacts and Service Administrators.
Performed User Acceptance Testing (UAT) for Service Category and Pricing Methodology automation, ensuring successful deployment and alignment with production standards.
Automated the roll-forward report on service-wise mark-up information using Excel Power Query on SharePoint Online, reducing the report generation time by 60%.
Performed monthly production of around 500 inter-company transfer pricing invoices for service relationships among Wells Fargo GL companies across regions for regulatory compliance documentation and tax filing.
Worked on standardizing the invoice template for service relationships across regions. Increased the scope of the invoicing process to accommodate all categories of transfer pricing invoices.
Created a SharePoint library to archive the monthly Transfer Pricing invoices to be maintained until the retention period.
Automated Invoicing Process in phases using Excel Power Query and VBA macros, saving 2FTE, resulting in estimated annual savings of $50,000.
Business Trainee
ICICI Prudential Life Insurance Co. Ltd
05.2019 - 05.2020
Generated prospective leads from branches via partner bank channel.
Sold and logged insurance products at branch location.
Registering branch Privilege Bankers and Value Bankers for IRDAI IC-38 certification.
Education
Post Graduate Diploma in Management - Finance & Operations
Thiagarajar School of Management
Madurai, India
04-2019
Bachelor of Engineering - Electronics & Communication Engineering
Arunai College of Engineering
Tiruvannamalai, India
04-2013
Skills
Excel Power Query
PowerBI
Alteryx
Excel VBA
Certification
Alteryx Designer Core May 2025
Timeline
Financial Planning & Analysis Analyst
Wells Fargo International Solutions Pvt Ltd
09.2020 - 06.2026
Business Trainee
ICICI Prudential Life Insurance Co. Ltd
05.2019 - 05.2020
Bachelor of Engineering - Electronics & Communication Engineering
Arunai College of Engineering
Post Graduate Diploma in Management - Finance & Operations
Financial Analyst (Financial Accounting and Financial Planning and Analysis and Reporting) at Ladurée Paris GroupFinancial Analyst (Financial Accounting and Financial Planning and Analysis and Reporting) at Ladurée Paris Group