Continuous Learning in Analytics & AI Mentoring & Knowledge Sharing
Preethi Mudragalla
Associate Director
Summary
Associate Director with 17+ years of experience in the banking sector, delivering strategic performance measurement and reporting for 200+ analysts across Asia, EMEA, and the Americas. Expert in leveraging Power BI, Power Automate, SharePoint Online, and OneDrive to design interactive dashboards, automate workflows, and centralize data management — improving accuracy, reducing reporting cycles, and driving operational efficiency. Skilled at aligning KPI frameworks with organizational goals, collaborating with global stakeholders, and transforming complex data into actionable insights that support executive decision-making.
Overview
20
20
years of professional experience
Work History
Associate Director
UBS Business Solutions (India) Pvt. Ltd.
08.2021 - Current
- Led a cross-functional team of 6 analysts and developers in delivering KPI frameworks, SharePoint solutions, and BI dashboards aligned with global business objectives.
- Managed end-to-end project execution, collaborating with global stakeholders, and ensuring on-time, high-quality delivery.
- Led end-to-end KPI performance tracking for over 200 global analysts across multiple regions, being the single point of accountability for accuracy, timeliness, and quality of performance insights.
- Designed and executed performance evaluation frameworks that informed executive decisions on coverage allocation and operational efficiency.
- Independently developed, maintained, and optimized Power BI dashboards with automated alerts, ensuring stakeholders had instant access to real-time performance metrics.
- Solely managed the Test Manager role for the Data Framework Tool implementation, from test planning and defect tracking to enterprise-wide rollout.
- Created comprehensive process documentation and technical manuals using Markdown in GitLab, ensuring knowledge continuity across global teams.
- Acted as the primary liaison between global analyst teams and business leadership, translating complex analytics into actionable strategies.
- Defined, monitored, and optimized Key Performance Indicators (KPIs) to ensure alignment with corporate strategy and operational goals.
- Partnered with supporting teams to exchange ideas, share best practices, and ensure accurate and timely data delivery.
- Mentored junior analysts in performance measurement techniques and BI tool usage, improving team capability.
- Developed and customized SharePoint Online sites and workflows, improving collaboration and reducing manual effort by 30%.
- Integrated SharePoint with Power BI and Power Apps, enabling real-time dashboards, and process automation.
- Migrated legacy systems to SharePoint Online, enhancing performance, and boosting user adoption across teams.
- Acted as a strategic advisor to senior management, presenting insights and recommending actionable improvements.
- Mentored junior staff members, providing guidance on professional development opportunities and career progression paths within the company.
- Leveraged data and analytics to make informed decisions and drive business improvements.
Assistant Research Manager
Cognizant Technology Solutions.
10.2010 - 07.2021
- Solely responsible for preparing business plans, defining Key Performance Indicators (KPIs), and monitoring results to ensure that targets were met.
- Acted as the primary liaison between departments, ensuring requirements were gathered, documented, and translated into actionable outcomes.
- Independently guided discussions to help non-technical teams understand technical concepts and project implications.
- Took complete ownership in coordinating solution rollouts, including testing, deployment, and post-implementation follow-ups.
- Exclusively handled the measurement of global analyst performance, preparing detailed reports for leadership on individual and team achievements.
- Designed, developed, and maintained Power BI dashboards, ensuring accurate, timely, and accessible business insights.
- Built and nurtured professional relationships with analysts across multiple countries to facilitate collaboration.
- Proactively initiated and presented process improvement ideas in management discussions, directly contributing to efficiency gains.
- Independently automated multiple daily reports using Power Query, significantly reducing the manual workload.
- Conducted independent research and analysis to identify operational issues, and recommend solutions.
- Recognized with rewards and recognition for consistent ownership, problem-solving, and delivering high-quality results.
- Led regular project update meetings providing detailed status updates on timelines deliverables risks/issues and action items.
Business Analyst
Deloitte Touche Tohmatsu (DTT)
04.2009 - 09.2010
- Developed and executed SQL queries (using SQL/Toad) to generate reports for leadership decision-making.
- Provided administrative and operational support by delivering control reports to management and assisting with training initiatives.
- Conducted pre-proposal data analysis for prospective clients to evaluate financial viability, estimate revenue, and project staffing and expense requirements, leveraging Deloitte prior project experience for accuracy.
- Assumed full responsibility for managing one of the largest projects in the process within six months of joining.
- Consistently delivered high-quality reports within, or ahead of, deadlines.
- Trained new hires in SQL and Excel, enhancing team capability and efficiency.
- Effectively managed multiple projects, demonstrating adaptability in handling emergencies and shifting priorities.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
Quality Representative
Nipuna Services Ltd.
08.2005 - 01.2007
- Consolidated and validated large-scale business data across industries (banks, restaurants, pharmacies, etc.). for US and Canada regions, ensuring accuracy and compliance.
- Developed and automated MIS reports (Performance, Engagement Effectiveness, Capacity Planning) using Excel and VBA macros, improving reporting efficiency and decision-making.
- Ensured quality through root cause analysis (Six Sigma), error reviews, and coaching, driving measurable improvements in accuracy and customer satisfaction.
- Trained, mentored, and coached new hires and team members on MIS reporting, process workflows, and quality standards, strengthening overall team capability.
- Partnered with clients and internal stakeholders through meetings and daily huddles to align on updates, performance, and process improvements.
- Contributed to knowledge management by creating NIPNAV (an HTML-based tool), streamlining access to process documents, and reducing turnaround time (TAT).
- Received the best production and QC lead awards.
Education
Bachelor of Technology - Computer Science and Engineering
01.2005
- Have done a project on ASP.Net Technology on creation of online certificates for Birth/Death/Marriage/Residential Certificates.
- We have used HTML, VB Script, SQL and Java script technologies in our project.
High School Diploma -
04.2001 -
- Coursework in Mathematics, Physics and Chemistry
- Graduated in Top 80% of Class
High School :SSC -
04.2001 -
Graduated in Top 75% of Class
Skills
Core Business & Analytical Expertise
Business Analysis & Requirements Gathering
Data Analysis & Insights Generation
KPI Design & Performance Measurement
Data Visualization & Storytelling for Executives
Process Optimization & Continuous Improvement
Technology & Tools
Power BI (Advanced – DAX, Power Query, Data Modeling)
SQL (Data Extraction & Transformation)
Microsoft Excel (Advanced Analytics, Macros, Pivot Models)
Microsoft Power Platform (Power Automate, Power Apps)
SharePoint Online (Workflow & Collaboration Solutions)
Leadership & Strategic Skills
Stakeholder Engagement & Executive Communication
Project & Program Management (Agile / Scrum)
Change Management & Business Transformation
Cross-Functional Team Leadership (Led 10–15 member teams)
Strategic Planning & Decision Support
Professional & Soft Skills
Problem Solving & Critical Thinking
Communication & Presentation Skills
Coaching, Mentoring & Team Development
Adaptability & Innovation Mindset
Accomplishments
- Spearheaded KPI tracking and insights for 200+ global analysts, becoming the single point of accountability for performance reporting.
- Drove process automation by integrating Power BI, SharePoint, and Power Automate, delivering measurable time savings and efficiency gains.
- Led development of scalable SharePoint/Power Apps solutions, enhancing collaboration and reducing manual effort across teams by 30%.
Interests
Timeline
Associate Director - UBS Business Solutions (India) Pvt. Ltd.
08.2021 - Current
Assistant Research Manager - Cognizant Technology Solutions.
10.2010 - 07.2021
Business Analyst - Deloitte Touche Tohmatsu (DTT)
04.2009 - 09.2010
Quality Representative - Nipuna Services Ltd.
08.2005 - 01.2007
Narayana Junior College - High School Diploma,
04.2001 -
Mount Carmel High School - High School :SSC,
04.2001 -
Dr. B.V.Raju Institute of Technology - Bachelor of Technology, Computer Science and Engineering