Alteryx, Tableau, Confluence
Nikita Mathur
Analyst
Bengaluru
Summary
A highly motivated and detail-oriented analyst with a proven track record in SaaS, B2B organizations, and the investment banking (IB) industry. Passionate about delivering exceptional client service and solutions, with a strong customer-focused mindset. Skilled at managing multiple priorities, meeting tight deadlines, and thriving in high-pressure environments. Agile in adapting to new challenges and evolving business needs.
Overview
2025
2025
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Financial Controller
JP Morgan Chase & Co.
5 2022 - Current
- Analyzed and oversaw the health of 3,500+ data feeds across 150+ business systems, ensuring strict adherence to SLAs. Conducted variance analysis, managed data validation exceptions, and addressed adjustments on suspense accounts, ensuring data accuracy and integrity across operations.
- Supported internal and external audit processes by coordinating the collection of audit data requests across cross-functional teams. Ensured the accuracy, completeness, and integrity of data, performing thorough checks to meet audit standards and facilitate a smooth, efficient audit process.
- Produced comprehensive daily, weekly, monthly, quarterly, and ad-hoc reports on business performance, highlighting key insights and variances for senior leadership and stakeholders.
- Automated key business processes using business intelligence tools like Alteryx and Tableau. Designed dashboards for data integration, optimization, and visualization, streamlining KPI tracking and reporting. This resulted in improved control, faster insights, and significant time savings for stakeholders.
- Decommissioned two User reporting tools and replaced them with a more efficient reporting solution, improving process efficiency and saving 45 minutes daily.
- Successfully transitioned to the Loans team, receiving training on BAU activities. Worked on optimizing daily variance monitoring, automating manual tasks, and saving 20-25 minutes per day, significantly improving overall team efficiency.
- Developed a comprehensive Tableau dashboard that integrated summary and detailed views of close timings trends. The dashboard provided valuable insights into feed health, system issues, day-over-day performance, and ongoing projects vs. automation efforts. It also offered in-depth views on data validation and adjustments, enabling stakeholders to gain clear insights into top attributes across product lines.
- Collaborated with teams to accommodate product changes, maintaining up-to-date metrics for seamless, ongoing BAU reporting.
- Managed multiple ad-hoc data requests and one-pager datasets for management and external teams, ensuring timely delivery and data accuracy.
Data Management Analyst - CW at Goldman Sachs
Global Investment Research Division
05.2021 - 05.2022
- Access/Client Data Management – responsible for data collection of relevant client relationship information.
- Managing and resolving issues related to client accesses/entitlements to GS products.
- Formulated techniques for quality data collection to meet expected adequacy, accuracy and legitimacy targets.
- Basic working knowledge of platforms like Bloomberg, Capital IQ, FactSet, Refinitiv and VisibleAlpha.
- Ensure to complete given projects within stipulated time/ETA.
- Tracks a variety of metrics related to analyst performance including results from broker review and consumption reporting.
- Mail box/ Queue management.
- Maximized team productivity with employee training in best practices and regulatory protocols.
- Troubleshot data-related problems and coordinated maintenance or modifications to correct defects.
Product Support Specialist
Punchh Tech India Pvt, Ltd
01.2019 - 05.2021
- Taking ownership of customer issues reported. Researching, diagnosing, troubleshooting and identifying solutions to resolve customer issues.
- Following standard procedures for proper escalation. Collaborate with cross functional teams to ensure timely resolution for customer issues & thereby adhering to SLA.
- Analyze and report product malfunctions by finding potential solutions & making effective recommendations benefited to customer.
- Provide technical support to enterprise clients/team mates related to technical and operational aspects of the products, including complex troubleshooting, R&D, provisioning activities, etc.
- Document knowledge in the form of knowledge base tech notes and solution articles around various features.
- Expertise in managing entire operations and ensuring optimal utilization of resources and skilled in formulating and executing industry bench marked management strategies.
- Provide on-call support to enterprise customer with agility.
- Troubleshot and tested client-reported product defects and liaised with quality assurance for deployment of fixes.
- Captured client feedback and recommended and advocated for product enhancements based on personal expertise and evaluation of customer needs.
- Delivered feedback on troubleshooting guides and contributed to continuous improvement of issue resolution and support processes.
Application Analyst
Punchh Tech India Pvt. Ltd
05.2016 - 12.2018
- End to end liaising with the customer with proper timeline analyzation to providequicker resolution and support
- Assisted in identifying gaps between business requirements and applicationcapabilities and recommend action steps
- Documented clients' issues and processes of resolution
- Leveraging superb communication and relationship building skills—as well as aninherent ability to excel under pressure —to provide an unparalleled level ofcustomer service and satisfaction
- Well versed with app flow and support tools.
Education
Bachelors of Commerce - 66%
North East Frontier Technical University
Class XII - 84.8%
Kapil GyanPeeth
Class X - 70.3%
Kapil GyanPeeth
Skills
- Business Intelligence Tools (Alteryx, Tableau)
- CRM Management (Customer Relationship Management)
- Data Analysis & Reporting
- Technical Troubleshooting & Support
- Solution Delivery
- System Integration (POS & APIs)
- Quality Assurance & Process Optimization
- Team Collaboration & People Management
- Training & Development
- Communication & Listening Skills
Software
MS-Office, Sendgrid, JIRA, Twilio
Opsgenie, Timber, Outlook
Zendesk, Freshdesk, Asana, JIRA
Certification
Investment Banking Operations
Accomplishments
- Employee Spotlight Award (August '24)
- Led the creation of the team newsletter, improving internal communication and fostering team engagement.
- Actively participated in corporate volunteering initiatives, supporting company efforts in social responsibility.
- Awarded the Team Player recognition by Freshdesk for exceptional collaboration, teamwork, and support to colleagues.
- Recognized for consistently meeting and exceeding Knowledge Base targets, contributing to team efficiency and resource accessibility.
- Promotion to Product Support Specialist (January '19).
- Employee Spotlight Recognition (August '20).
Timeline
Data Deliver Design (Alteryx, Tableau)
11-2023
Data Management Analyst - CW at Goldman Sachs
Global Investment Research Division
05.2021 - 05.2022
Product Support Specialist
Punchh Tech India Pvt, Ltd
01.2019 - 05.2021
Application Analyst
Punchh Tech India Pvt. Ltd
05.2016 - 12.2018
Financial Controller
JP Morgan Chase & Co.
5 2022 - Current
Bachelors of Commerce - 66%
North East Frontier Technical University
Class XII - 84.8%
Kapil GyanPeeth
Class X - 70.3%
Kapil GyanPeeth
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