
Detail-oriented and results-driven professional with over 9 years of experience in mutual fund data management, client servicing, and team leadership within the financial services industry. Expertise includes managing dynamic and static data, conducting thorough data audits, and executing large-scale data migration projects with a flawless record of zero data loss. Proficient in Power BI, Excel macros, SQL, and basic Python for advanced data analysis and automation, consistently delivering high-quality outputs under pressure while effectively resolving client queries through Salesforce Fusion. Proven track record of enhancing data accuracy, streamlining reporting processes, and leading cross-functional teams to exceed operational goals, complemented by strong communication skills that facilitate engagement with global asset managers and high-profile clients.
Power BI (Dashboard creation & visualization)
Microsoft Excel (Advanced functions, Macros, Automation)
SQL (Basic querying and data handling)
Python (Basic data analysis and scripting)
Salesforce Fusion (Client query management)Data Collection, Validation & Dissemination
Mutual Fund Data (NAV, Yield, Fund Size, Dividends, etc)
Data Auditing & Quality Control
Large-scale Data Migration
Report Automation & Metrics Development