Performline
Mitesh Bhadreshwara
Senior Operations & Compliance Analyst | Fintech Data Specialist
Ahmedabad
Summary
Results-driven Senior Operations & Compliance Analyst with 6.5 years of experience in intech data management, regulatory compliance, and partner operations. Skilled at managing teams, improving processes, and enabling compliance accuracy across multiple financial verticals. Proven expertise in Salesforce operations, data validation, and advertising compliance for US-based banks and NBFCs. Known for quickly learning new tools and transferring knowledge to peers to drive efficiency and team growth.
Overview
11
11
years of professional experience
5
5
Certifications
3
3
Languages
Work History
Senior Data Analyst
LendingTree
05.2018 - Current
- Data Operations & Financial Product Management (2018–2022)
- Led a team of three analysts, managing daily data updates and compliance for DepositAccounts.com while maintaining 100% accuracy.
- Managed savings, money market, CD, and IRA data across 500+ banks and credit unions.
- Created process documentation and trained new team members, improving onboarding efficiency by 20%.
- Worked on the credit card vertical, mastering tools like LightSpeed, Trello, Slack, and API-based data synchronization.
- Advertising & Compliance Operations (2022–2023)
- Oversaw compliance and pacing of digital advertisements for U.S.-based banks.
- Managed insertion orders (IOs), budgets, and pacing controls to optimize ad delivery and ROI.
- Collaborated with the legal, marketing, and finance teams to ensure compliance.
- Legal & Business Loan Compliance (2023–Present)
- Supported the LendingTree Business Loans division in assessing partner eligibility and verifying compliance via Salesforce CRM.
- Improved workflow efficiency using Excel and ChatGPT automation, reducing manual checks by 30%.
- Analyzed large datasets to identify trends and patterns, enabling informed decision-making that improved operational efficiency.
- Developed and implemented advanced predictive models that enhanced forecasting accuracy and drove strategic initiatives.
- Collaborated with cross-functional teams to streamline data processes, resulting in significant reductions in turnaround time.
- Led training sessions for junior analysts, fostering a culture of continuous improvement and knowledge sharing within the team.
Research Assistant
Lambda Therapeutic Research
12.2016 - 03.2019
- Focused on timely project delivery, with complete and validated research datasets.
- Ensured 100% data accuracy and compliance with research protocols.
- Coordinated data archiving and submission, and recognized for maintaining consistent quality.
Sales Officer
Capital First Limited (now IDFC First Bank)
05.2014 - 12.2015
- Managed consumer durable loan sales, customer eligibility, and documentation.
- Achieved monthly targets, and built strong customer relationships.
- Developed and implemented tailored financial products to enhance customer satisfaction and drive revenue growth.
- Analyzed market trends and customer needs to identify opportunities, resulting in improved sales strategies and increased client engagement.
- Collaborated with cross-functional teams to streamline processes, leading to enhanced operational efficiency and faster service delivery.
- Conducted comprehensive training for new sales personnel, fostering a knowledgeable team capable of meeting diverse client requirements.
- Recommended and implemented strategic initiatives targeting new business to increase sales by 30%.
Education
Master of Commerce (M.Com) - Finance (General)
Gujarat University
Ahmedabad, India 04.2001 -
Bachelor of Commerce (B.Com) - Finance (General)
H.K. Commerce College, Gujarat University
Ahmedabad01.2015
Skills
Data Operations & Management
Compliance & Regulatory Review
Salesforce CRM & Loan Eligibility Verification
Financial Product Data (Savings, MM, CD, IRA)
Advertising Compliance & Pacing Management
Legal & Partner Onboarding Support
Excel (Basic: sorting, filtering, formatting, formulas)
SQL (Beginner: simple select & filter queries)
Business Process Coordination
Accuracy & Quality Control
Cross-Team Communication
Workflow Optimization using AI Tools (ChatGPT)
LightSpeed
Trello
Slack
API Feed Management
Certification
- Process Data from Dirty to Clean - Google (2024-06)
Accomplishments
- Employee of the Quarter (Q2 2024) for exceptional performance.
- Received multiple Spot Awards for maintaining compliance and accuracy.
- 5-Year Service Recognition Award for consistent reliability.
- Improved compliance efficiency by 30% via workflow automation.
- Supported 100+ advertiser partnerships ensuring pacing accuracy.
Software
Music, Reading & Cricket
Enjoy connecting with diverse cultures through music and literature, and appreciate the teamwork and strategy of cricket.
Timeline
Senior Data Analyst
LendingTree
05.2018 - Current
Research Assistant
Lambda Therapeutic Research
12.2016 - 03.2019
Sales Officer
Capital First Limited (now IDFC First Bank)
05.2014 - 12.2015
Master of Commerce (M.Com) - Finance (General)
Gujarat University
04.2001 -
Bachelor of Commerce (B.Com) - Finance (General)
H.K. Commerce College, Gujarat University