Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Work Preference
Websites
Timeline
Chaitanya Bhalerao

Chaitanya Bhalerao

The way to get started is to quit talking and begin doing.
Walt Disney

Summary

Results-driven professional with expertise in budgeting, CRM, CPQ, customer acquisition, and order closure, focused on driving business growth and operational efficiency. Proven track record in cost analysis, pricing strategies, and data-driven decision-making that boosts profitability. Skilled in Power BI, Python, SQL, and Advanced Excel for data visualization, forecasting, and financial modeling. Strong collaborator with cross-functional teams to enhance customer relationships and streamline workflows through strategic planning and automation.

Overview

5
5
years of professional experience
7
7
Certificate

Work History

ASSISTANT MANAGER

Vishalfab India Private Limited
, India
07.2024 - Current
  • Led end-to-end commercial analysis and pricing strategy, contributing to a 20–30% increase in Quotation to Order conversion rate and improving gross margin visibility across manufacturing and finance projects.
  • Built and maintained 30+ interactive dashboards and embedded reports using Power BI, Excel, and SQL, reducing manual reporting time by 40% and enabling real-time insights into sales, forecasting, and KPIs.
  • Transformed raw data from Salesforce CRM, CPQ, and ERP systems into actionable insights, improving sales team responsiveness and enabling a 15% improvement in forecast accuracy across business units.
  • Collaborated with cross-functional teams (Finance, Product, Strategy) to manage master data, streamline budgeting processes, and standardize reporting, reducing data inconsistencies by 25% across regions and product lines.
  • Contributed to QMS and data governance efforts, ensuring 100% compliance with ISO/IATF standards and implementing MDM best practices for accurate, centralized product and commercial data.

DATA ANALYST

Vishalfab India Private Limited
Indore, India
12.2022 - 07.2024
  • Analyzed data and used statistical models to forecast copper demand, reducing inventory costs by 20% and improving on-time delivery by 15%, while collaborating with sales and production teams.
  • Extracted and cleaned customer data from multiple ERP and CRM systems, improving accuracy and consistency by 30% across 5+ business units.
  • Resolved over 1,200+ data gaps in customer records names, addresses, segmentation enhancing master data completeness and quality.
  • Developed and deployed interactive Power BI dashboards tracking KPIs for production, inventory, and sales, accelerating data-driven decision-making.
  • Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.

Financial Analyst

XL Dynamics India Private Limited
, India
09.2020 - 08.2022
  • Assessed borrower creditworthiness and financial documents for over 500+ high-value loans, ensuring 100% SLA compliance with Fannie Mae/Freddie Mac guidelines.
  • Led a 10-member analyst team in the MOD Loan division, achieving a 99.9% loan funding accuracy rate and earning a fast-track promotion to Point of Contact (POC).
  • Coordinated with funders, escrow agents, and title companies to fund 400+ loans within defined ETAs, improving turnaround time by 20% and boosting client satisfaction scores.
  • Partnered with the IT team via IJP to manage financial data in ERP systems and created 100+ investor dashboards, enhancing data visibility and accelerating portfolio decisions by 30%.

Education

B.TECH - MECHANICAL ENGINEERING

SHRI VAISHNAV VIDYAPEETH VISHWAVIDYALAYA, INDORE, India
09.2020

CLASS 12TH - SCIENCE STREAM

MAHARSHI VIDHYA MANDIR, INDORE, India
05.2014

Skills

  • Data analysis
  • Pricing strategy
  • Cost estimation
  • Cross-functional collaboration
  • Supply chain optimization
  • Sales forecasting
  • Microsoft office expertise
  • Financial reporting
  • Decision-making
  • Statistical modeling
  • APIs integration
  • SQL databases
  • Dashboard development
  • Problem solving
  • Predictive analytics
  • Market trend analysis
  • Big data analytics
  • Model evaluation

Certification

  • IOTA Academy Data Analyst Certificate
  • IBM Data Analyst Professional Certificate
  • IATF 16949:2016 Internal Auditor
  • ISO 9001:2015 Internal Auditor
  • ISO 14001 & 45001 Internal Auditor
  • Autodesk AutoCAD User Certificate
  • XL Dynamics Skill Enhancement & Employee Development

Accomplishments

  • Best Kaizen Award for solving the problem of 'Dent & Damage Defect'.
  • Improved RFQ to PO conversion rate by 25%.
  • Worked on SEO and increased the RFQ request by over 20%.
  • Optimized silver consumption, boosting plating efficiency by 15% and reducing operational costs by 10%.
  • Reduced the ICC by 8% increasing revenue.
  • Funded the highest amount of loan in a single day.

Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Career advancementPersonal development programsHealthcare benefitsCompany Culture

Timeline

ASSISTANT MANAGER - Vishalfab India Private Limited
07.2024 - Current
DATA ANALYST - Vishalfab India Private Limited
12.2022 - 07.2024
Financial Analyst - XL Dynamics India Private Limited
09.2020 - 08.2022
SHRI VAISHNAV VIDYAPEETH VISHWAVIDYALAYA - B.TECH, MECHANICAL ENGINEERING
MAHARSHI VIDHYA MANDIR - CLASS 12TH, SCIENCE STREAM
Chaitanya Bhalerao