Summary
Overview
Work History
Education
Skills
Timeline
Generic

Hemang Panchal

Pune

Summary

A result driven and motivated Product Analyst with 5 years of experience managing large-scale projects and overall 15+ yrs of experience in Finance Industry.

Expertise in planning, execution, and leading teams to deliver high-quality, cost-effective solutions.

Expert at stakeholder management, risk mitigation, and ensuring on-time project delivery.

Proven ability to handle complex projects, enhance productivity, and drive cost optimization.

Proven ability to deliver valuable insights and drive product improvements. Known for analytical skills and attention to detail, ensuring comprehensive strategic decision-making.

Overview

18
18
years of professional experience

Work History

Product Analyst

UBS
11.2019 - Current

Migration of Financial Reporting from Tableau to Power BI

  • Key Achievement: Successfully managed the migration of financial reporting systems from Tableau to Power BI, delivering enhanced visualization capabilities, seamless integration with Microsoft tools, and significant cost savings while ensuring minimal disruption to business operations

Project Highlights

1. Strategic Planning and Execution:

  • Conducted a thorough audit of existing Tableau reports with finance and IT teams, defining project scope and deliverables
  • Developed a phased approach with distinct stages: Planning, Development, and Support, ensuring structured project execution
  • Demonstrated commitment to timely completion by prioritizing tasks, ensuring project requirements were met within set deadlines

2. Stakeholder Engagement:

  • Organized workshops with finance teams to gather feedback on current reporting challenges and improvement areas
  • Collaborated with multiple stakeholder teams to understand their requirements and address their concerns effectively
  • Secured stakeholder alignment by showcasing Power BI’s advanced features, including integration with Excel and SharePoint

3. Development and Transition:

  • Partnered with IT teams to configure Power BI environments, ensuring compatibility with organizational data sources
  • Facilitated smooth and swift transitions by bridging communication between Tableau and Power BI technical teams
  • Maintained consistent communication with stakeholders through regular project updates and progress reports

4. Change Management and Training:

  • Designed tailored user guides and video tutorials to support a smooth transition for users
  • Established a helpdesk for ongoing support and conducted one-on-one training sessions to address resistance and build confidence

5. Leadership and Collaboration:

  • Managed cross-functional teams with efficiency, ensuring daily and monthly tasks aligned with project milestones
  • Motivated teams to deliver their best, resulting in the successful and timely completion of the project
  • Fostered collaboration among technical teams and stakeholders, ensuring seamless integration and minimal disruptions

Key Results Achieved

  • Improved Productivity: Enhanced the organization’s data-driven decision-making through efficient and user-friendly reporting systems
  • Cost Optimization: Delivered a more cost-effective solution without compromising on functionality or quality
  • High Adoption Rates: Successfully onboarded all team members through personalized training and extended support, ensuring a smooth transition
  • Timely Delivery: Ensured all project requirements were met and tasks were completed within the designated timelines
  • Core Skills and Expertise: Project planning and phased execution, Stakeholder engagement and communication, Change management and adoption strategies, Expertise in Power BI and Tableau, Team leadership, collaboration, and performance optimization

Process Specialist

Cognizant Technology Solutions
03.2016 - 10.2019
  • Provided product control and financial analysis for Equities

Analyst

Thomson Reuters
09.2014 - 02.2016
  • Supported reference data management for financial markets, ensuring compliance with regulatory standards

Equity Research Analyst

Turtle Wealth Management
04.2012 - 08.2014
  • Conducted comprehensive equity research and analysis for investment decisions

Analyst

Nomura India Services Pvt Ltd
07.2008 - 06.2009
  • Provided product control and financial analysis for interest rate swap operations

Analyst – Global Market Operations

ABN AMRO BANK
11.2006 - 06.2008
  • Supported global market operations and ensured smooth execution of trading activities

Education

Master of Business Administrations (MBA) - Finance

Rai Business School
Mumbai
06-2006

Bachelor of Commerce -

M.S. University
Vadodara
06-2004

Skills

  • Project planning and phased execution
  • Stakeholder engagement and communication
  • Change management and adoption strategies
  • Expertise in Power BI and Tableau
  • Team leadership
  • Collaboration
  • Performance optimization

Timeline

Product Analyst

UBS
11.2019 - Current

Process Specialist

Cognizant Technology Solutions
03.2016 - 10.2019

Analyst

Thomson Reuters
09.2014 - 02.2016

Equity Research Analyst

Turtle Wealth Management
04.2012 - 08.2014

Analyst

Nomura India Services Pvt Ltd
07.2008 - 06.2009

Analyst – Global Market Operations

ABN AMRO BANK
11.2006 - 06.2008

Master of Business Administrations (MBA) - Finance

Rai Business School

Bachelor of Commerce -

M.S. University
Hemang Panchal