Mansi Patel

Work History

Data Analyst

Walgreens

04.2022 - Current

Customer Retention Project: Analyzed large volumes of transactional, inventory, and customer data using SQL and statistical modeling, uncovering key patterns that drove a 15% improvement in customer retention through targeted loyalty initiatives.
Real-Time Performance Dashboards: Designed and deployed 10+ interactive Power BI dashboards to visualize operational KPIs, enabling leadership to monitor store performance in real-time. This innovation reduced manual reporting effort by 35% and significantly improved reporting accuracy.
Healthcare Performance Monitoring: Delivered monthly reports on healthcare utilization, cost of care, and prescription adherence, supporting pharmacy and retail services in improving quality of care and aligning with payer expectations.
Quality Improvement Analysis: Partnered with clinical and business teams to analyze quality trends, conducting root-cause analyses that informed strategies to close service gaps. These efforts directly enhanced refill adherence programs, boosting prescription rates by 8%.
Executive Transparency Project: Built Tableau dashboards and automated SQL-based reports to track KPIs across executive and market teams, improving transparency and supporting data-driven interventions.
Predictive Analytics for Growth: Developed predictive models in Python and R for demand forecasting and customer segmentation, which influenced marketing strategies and drove an 18% increase in ROI.
Data Migration & ETL Initiative: Led a critical migration of legacy systems by building automated ETL pipelines, ensuring data integrity, business continuity, and efficient integration across platforms.
Automation & Data Quality Enhancement: Streamlined reporting workflows by implementing SQL and Python-based automation with validation routines, cutting manual reporting by 35% and strengthening data quality standards.
Regulatory & Compliance Reporting: Ensured HIPAA compliance during sensitive healthcare data analysis, contributing to audit readiness and successful regulatory reporting.
Cross-Functional Collaboration: Worked with clinical, business, and executive teams to optimize reporting workflows, manage ad hoc requests, and deliver actionable insights that guided strategic decisions.

Data Analyst

Chase

02.2021 - 03.2022

Credit Risk Analytics Project: Performed credit risk analysis using R and statistical modeling, improving customer risk profiling and reducing loan default rates by 20%. Partnered with underwriting teams to embed data-driven insights into decision-making.
Fraud Detection & Prevention: Wrote advanced SQL queries to uncover suspicious transaction patterns, enabling early fraud detection and preventing $2M in potential financial losses. Built monitoring dashboards to support compliance and fraud teams.
Executive Insights Dashboards: Designed and deployed Tableau dashboards delivering real-time financial KPIs and customer behavior insights. These tools enhanced leadership’s ability to make timely investment and resource allocation decisions.
Financial Reporting Automation: Automated monthly reporting workflows using Python and SQL, reducing reporting time by 50%, eliminating manual errors, and ensuring reliable distribution of financial insights to senior leadership.
Customer Lifetime Value (CLV) Models: Built machine learning models in Python and R to estimate CLV, enabling strategic segmentation and personalized retention campaigns that boosted customer retention by 15%. Collaborated with marketing to simulate campaign scenarios and optimize engagement.
Customer Risk & Behavioral Analysis: Conducted health economics–style analyses of customer risk profiles and segment behaviors using SQL and R, providing actionable insights for risk management and customer strategy.
Dynamic Reporting Solutions: Developed automated Tableau dashboards and Salesforce reports that gave executives visibility into customer trends and behavioral shifts, enabling proactive adjustments to business strategies.
Data Transformation & Delivery: Led data transformation initiatives to streamline delivery pipelines, ensuring timely, accurate insights for business reviews and ad hoc analytics.
Cross-Functional KPI Analysis: Supported internal teams by analyzing KPIs around customer retention, cost trends, and multi-channel contact center performance, helping improve efficiency and customer engagement.

Data Analyst

GEICO

07.2017 - 01.2021

Fraud Detection & Compliance Project: Conducted advanced fraud detection analysis using Python and SQL, developing logic to flag suspicious claims and reduce fraudulent payouts by 18%, delivering $1M in annual savings. Produced detailed audit-ready reports that strengthened compliance review processes.
Risk Modeling for Underwriting: Designed predictive models to evaluate policyholder risk, streamlining underwriting workflows and improving processing efficiency by 25% while enhancing accuracy in risk classification.
Policy & Claims Insights Dashboards: Created interactive Tableau dashboards to visualize policy trends, claims distribution, and customer demographics. These tools helped business units identify high-risk regions and optimize policy offerings, while reducing manual data compilation time by 30%.
Automated ETL & Data Quality: Automated ETL workflows in Python with built-in validation checks to flag data inconsistencies, improving claims reporting accuracy and saving the analytics team 15+ hours weekly.
Service Usage Analysis: Analyzed multi-channel service utilization data to highlight opportunities for cost reduction and service improvements, enabling better allocation of resources.
Custom Reporting & Segmentation: Developed custom reports and dashboards tracking claims metrics, policy trends, and demographic segments, giving leadership visibility into performance drivers and guiding business optimization.
Data Integration & Integrity: Built and maintained automated ETL pipelines, ensuring reliable data delivery, reduced manual intervention, and improved reporting system integrity.
Contract & Claims Analytics: Partnered with business units to evaluate contract and claims data, uncovering trends that informed quality improvements and contributed to loss mitigation strategies.

Summary

Overview

Work History

Data Analyst

Data Analyst

Data Analyst

Education

B.E. - Computer Engineering

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Certification

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