K. LALITHA SHIVA JYOTHY
Hyderabad
Summary
Accomplished professional with a master's degree in management from Osmania University and a proven track record of success in esteemed multinational corporations. Results-driven Business Analyst with 5+ years of experience in designing, developing and deploying interactive dashboards and business intelligence solutions. Expertise in building high-performance dashboards, optimising semantic models, and developing complex SQL queries for large-scale datasets. Skilled in Power BI Service, Row-Level Security (RLS), Incremental Refresh, KPI reporting, and dashboard performance optimisation. Strong ability to translate business requirements into actionable insights and collaborate with cross-functional stakeholders to deliver data-driven solutions supporting operational and strategic decision-making.
Overview
11
11
years of professional experience
Work History
Business Analyst
Wells Fargo India Private Limited
Hyderabad
06.2024 - 10.2025
- Designed and delivered end-to-end Power BI dashboards and analytical reports for commercial mortgage portfolio performance, SLA tracking, and operational analytics used by cross-functional business teams.
- Built and optimised star-schema semantic data models with efficient relationships, cardinality management, and filter propagation, improving report scalability and performance across large-scale datasets.
- Developed and optimised complex SQL queries using CTEs, FULL OUTER JOINs, window functions, aggregations, and time-series logic on SQL Server databases.
- Created advanced DAX measures and calculated columns including KPIs, rolling averages, cumulative metrics, and time-intelligence calculations such as YTD, MTD, QTD, and YoY analysis.
- Improved dashboard performance by implementing DAX optimization techniques, minimising row context usage, leveraging variables (VAR), and optimising filter context handling.
- Published reports to Power BI Service, managed workspace access, configured scheduled refreshes, and implemented Row-Level Security (RLS) for secure role-based reporting.
- Collaborated closely with stakeholders and business users to gather requirements, translate business needs into scalable BI solutions, and enhance dashboard usability through continuous feedback.
- Delivered high-performance reporting solutions supporting both historical and near real-time analytics while ensuring data accuracy, reliability, and consistency.
Associate Business Analyst
Newmark CRE Services Pvt Ltd
Hyderabad
09.2020 - 07.2023
- Developed interactive Power BI dashboards to monitor property collateral value and Exposure risks and SLA compliance metrics.
- Implemented advanced SQL-based analytical logic using window functions, ranking functions, aggregations, and time-series calculations for historical and near real-time network analysis.
- Designed optimized Power BI semantic models using star schema architecture to support scalable and high-performance enterprise reporting.
- Created advanced DAX calculations for SLA breach analysis, rolling averages, trend indicators, dynamic KPIs, and threshold-based alert reporting.
- Implemented drill-down, drill-through, and interactive filtering capabilities enabling detailed analysis from executive-level KPIs to granular network-level insights.
- Applied SQL query tuning and Power BI optimisation techniques to efficiently process and visualise millions of network performance records.
- Validated source data and implemented data quality checks and error-handling logic within ETL processes to improve reporting accuracy and reliability.
- Worked closely with stakeholders and operational teams to refine KPIs, improve dashboard usability, and support data-driven operational decision-making.
Credit Services Executive
HSBC
Hyderabad
11.2016 - 11.2019
- Operations entail verifying security documents pledged by customers and confirming goods-to-fund transactions.
- Responsible for managing the registration, renewal, and discharge of security agreements in compliance with the Personnel Property Security Act (PPSA).
- Conduct financial and credit analysis, and preparation of comprehensive credit remarks.
- Also received training in Power BI and successfully created business related Dashboards on Delinquent loans and identifying high risk mortgage accounts.
Associate Analyst - II
Berkadia Financial Services India Pvt. Ltd
Hyderabad
06.2014 - 01.2016
- This process entails conducting an in-depth analysis and evaluation of the overall performance of commercial mortgage properties.
- Conducted thorough reviews of lease change forms to ensure accuracy prior to processing, while serving as a primary point of escalation for all client service inquiries.
Education
MBA -
St. Pious X PG (MBA) College For Women
Hyderabad01-2014
B.COM - Comp
St. Pious X Degree And PG College For Women
01-2012
Intermediate -
St. Ann's Junior College For Girls
Hyderabad01-2009
SSC -
Kendriya Vidyalaya
Jharsuguda, ODISSHA01-2007
Skills
- Programming & Query Languages: SQL, DAX, Python (Basic)
- BI & Visualization Tools: Power BI Desktop, Power BI Service, Power Query, Power BI Gateway
- Data modelling & Analytics: Star Schema, Dimensional Data Modeling, Semantic Models, KPI Reporting, Time-Intelligence Calculations, Drill-through, Drill-down, Dashboard optimisation
- Power BI Features: Row-Level Security (RLS), Incremental Refresh, Scheduled Refresh, Workspace Management, Report Publishing, DAX optimisation
- Databases: Oracle, SQL Server
- SQL Expertise: CTEs, FULL OUTER JOINs, Window Functions, Aggregations, Query Optimization, Performance Tuning
- Concepts & Frameworks: ETL Pipelines, Data Transformation, Data Validation, Analytics Engineering
- Soft Skills: Problem Solving, Analytical Thinking, Stakeholder Communication, Requirement Gathering, Cross-functional Collaboration
- Areas of Interest: Advanced Data Analytics, Scalable BI Solutions, Executive Dashboards, High-Performance SQL, Data-Driven Decision Making
Accomplishments
- Participated as a member of the Rewards and Recognitions (R&R) team at HSBC, overseeing and coordinating various engagement activities.
- Acted as Floor reporter for Credit services at HSBC which included duties like preparing reports, scripts, prepare and publish Broadcast emails, controlling access to certain folders.
- Completed junior diploma in French at Osmania University.
- Completed short term training in Capital Market's research & analysis conducted by Garrison institute of finance. Hyderabad.
- Completed project report on “MARKETING OF NEW PENSION SCHEMES FOR INDIVIDUALS IN ORGANISED AND UNORGANISED SECTORS” at State Bank of India (Defense Colony Branch).
DISCLAIMER
I hereby declare that all the statements furnished herein are true and correct to the best of my knowledge and belief.
Timeline
Business Analyst
Wells Fargo India Private Limited
06.2024 - 10.2025
Associate Business Analyst
Newmark CRE Services Pvt Ltd
09.2020 - 07.2023
Credit Services Executive
HSBC
11.2016 - 11.2019
Associate Analyst - II
Berkadia Financial Services India Pvt. Ltd
06.2014 - 01.2016
MBA -
St. Pious X PG (MBA) College For Women
B.COM - Comp
St. Pious X Degree And PG College For Women
Intermediate -
St. Ann's Junior College For Girls
SSC -
Kendriya Vidyalaya