3
Certification
11
Years of experience
Data Analyst & Analytics Consultant with 10+ years of experience across Investment Banking, Financial Reporting, Risk, and Marketing. Expert in driving growth by automating report pipelines with VBA and SQL, and building dynamic dashboards in Power BI, Tableau, and Zoho Analytics to deliver actionable business insights.
Work History
Power BI Developer
1 Month- Supported Power BI dashboard development for IM - Middle Office Data Engineering & Quality Team - Morgan Stanley.
- Created DAX measures for financial and operational reporting.
- Built SQL-based data models and applied business rules.
- Worked with Morgan Stanley stakeholders and project teams to gather requirements.
- Reviewed report accuracy and resolved data quality issues.
- Maintained dashboard security using role-based access controls.
- Automated recurring reports for client distribution and review.
Manager - Operation Data Analyst
3 Years 6 Months- Built 10+ MI dashboards in Power BI, reducing report turnaround time by 40%, and presenting actionable insights to senior stakeholders.
- Redesigned reporting workflows, cutting manual effort by 20 hours per week, designed standardized templates, and integrated AI-assisted tools to reduce manual overhead and accelerate dashboard delivery
- Led embedded data initiatives within implementation teams, translating client KPIs into structured briefs, coordinating priorities, and coaching user adoption at go-live.
- Collaborated with cross-functional teams, mentored junior members, and managed multiple priorities under tight delivery timelines.
- Developed business plans and project management frameworks for BOLT meetings, establishing milestones to effectively guide account managers.
Analytics Assistant -Data Analyst
2 Years- Led migration of WFCC Reporting to WFC Ops Intelligence team within 3 months, onboarding stakeholders from Genpact and facilitating training and engagement in Azure database.
- Managed daily, weekly, monthly, and quarterly reporting as part of BAU activities, ensuring accuracy and timeliness of all reports.
- Queried banking datasets using SQL for analyst review and business reporting.
- Supported Wells Fargo reporting teams with daily data reviews and request tracking.
- Validated customer and account records for accuracy across Wells Fargo systems.
Senior Analyst
1 Year 6 Months- Produced daily, weekly, and monthly compliance case completion reports for Project Director, strengthening project oversight.
- Partnered with compliance project stakeholders to create informative dashboards and clarify data user stories, supporting enhanced decision-making.
- Collaborated with operations team and UK-based client on AML/KYC Remediation Project, ensuring compliance and improving operational efficiency.
Senior Analyst
1 Year 2 Months- Designed and developed comprehensive reports and dashboards using MS Excel, MS Access SQL, Tableau, Power BI, and other analytics and visualization tools to support strategic insights and decision-making.
- Contributed to Investment Banking Project on dividends and compliance, ensuring data accuracy and regulatory adherence.
- Generated reports for processing EDS elections for foreign securities and managed Globe tax and Goal tax for eligible clients, including FATCA/CRS form submissions.
Analyst
1 Year 7 Months- Collaborated with ICICI's Singapore Operations in Investment Banking Group to support strategic initiatives.
- Conducted credit analysis reports for Third Party Products (such as Bonds, Structured Deposits, and Structured Notes) using Bloomberg data.
- Generated daily, weekly, and monthly reports by MS Access SQL covering various aspects of corporate client investments.
- Monitored investment product coupons and tracked maturities using Management Information Systems (MIS) to ensure accurate reporting.
- Reviewed SWIFT MT messages from custodians (MT202, MT243, MT247) to facilitate efficient processing of corporate actions.
Education
PG Diploma - Banking and Operations
Bachelor of Commerce - Finance
Skills
Social Media analytics
Recruitment analytics
Generative AI & AI
Advanced MS Excel
Tableau
Power BI
Power Query
Python
VBA Azure
Oracle SQL
Salesforce Reporting
Google Analytics
MS Access
Data Quality Checks
Certification
- Microsoft Power BI Data Analyst Associate (PL-300)
- Microsoft Azure Data Fundamentals (DP-900)
- Google Data Analytics Certificate
Accomplishments
- AI Model – Development of Pencil Project (July 2025 – Jan 2026): Tracker for the AI-generated Pencil project for Market & Advertising Products.
- WIP Automation Project (Dec 2023 – Feb 2024): Successfully implemented the full automation of Work-In-Progress (WIP) weekly and daily reports utilizing Power Query and Python, enhancing reporting efficiency and accuracy.
- Capacity Model for Commercial Banking Operations (Jan 2022 – Oct 2022): Developed and maintained the Capacity Model for Commercial Banking Operations using Power BI, supporting data-driven decision-making within the department.
- Compliance Project (Nov 2019 – Jan 2020): Developed a comprehensive dashboard automation utilizing Power Query to deliver Daily, Weekly, and Monthly Compliance Case reports, enhancing the workflow and oversight capabilities of the Analysts.
- ED Tax Automation (May 2018 – July 2018): Led development and maintenance of dividend tax elections for Withholding Tax accounts across different custodians on the new Customer Portal, streamlining tax-related processes.
Timeline
Power BI Developer
Morgan Stanley
10.2026 - CurrentRead More
Manager - Operation Data Analyst
OLIVER Inhouse
03.2023 - 09.2026Read More
Analytics Assistant -Data Analyst
Wells Fargo
02.2021 - 02.2023Read More
Senior Analyst
KPMG Global Services
07.2019 - 01.2021Read More
Senior Analyst
Broadridge
05.2018 - 07.2019Read More
Analyst
ICICI Bank
10.2015 - 05.2017Read More
NIIT
PG Diploma from Banking and Operations
Read More
Utkal University
Bachelor of Commerce from Finance
Read More