Microsoft Power BI
Rohit Talani
Senior Consultant - Power BI & Business Intelligence
PUNE ,MAHARASHTRA
Summary
Analytical and Performance driven Finance professional with 6 years of diversified experience in Investment Banking domain with skills related to Power BI, Power Query, DAX Query, SQL, ETL, Data Modelling , Data Visualizations, Power BI Services, Data Analytics and creating Financial reporting dashboards in close coordination with Finance and Operations team.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Senior Consultant - Power BI Developer
State Street HCL Pvt. Ltd - Pune
Pune
02.2020 - Current
- Created reports and dashboards using Power BI tool to deliver Cash reports within controlled regulated database framework.
- Communicating with onshore clients and team and performing RCA (Root cause Analysis) to find loopholes in the cash reports.
- Extracting data from multiple sources and applications like Cash projector , Sweep Applications, Fund Connect, Phoenix, and performing ETL activities, Identifying and preparing KPI's, writing SQL and DAX queries.
- Created Financial Cash reports to assist onshore teams and to project exact cash available in each and every single fund available which they are going to invest in live market.
- Created , designed and developed various Power BI reports & Dashboards as per requirement and submitting to Onshore and clients and senior leadership.
- Worked on Cash Reports
- Sweep Reports
- Reconciliation Reports
- Custody and Accounting Reports
- Worked in close coordination with Finance & Operations teams to interacting with clients, getting new requirements, taking follow -up on new as well as existing projects & supporting activities.
- Analyzed problematic areas to provide recommendations and solutions.
- Exceeded customer requirements with accurate and deliverable solutions.
Senior Associate
Atos Syntel Pvt.Ltd
Pune
06.2016 - 08.2019
- Experience in connecting extracting multiple data sources , performing consolidation of raw data, developing , visual reports & DAX using Power BI Desktop.
- Worked with Bloomberg and Multi Currency Horizon (MCH), Accounting tool, verifying the basic parameters for all new buy trades with Power BI & Bloomberg i.e, Accrual parameters includes (Income Dates, Maturity , Basis , Frequency, Coupon Rates).
- Solving Daily Income Exceptions , Problems for accounting and fund pricing.
- Meeting SLA and deadline with expected quality and norms.
- Resolve NAV/ GL Alerts while verifying the reasons for NAV difference between current day and prior day and Creating reports and dashboards of performance of each funds on clients basis.
- Creating excel dashboards with graphical representations using Power Query, Power Pivots, large data consolidation.
- Creating , Designing and developing various Power BI Reports and Dashboards as per requirements and submitting to Clients , Onshore and Senior leaderships.
- Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
- Spoke to customers in native language to increase loyalty and establish relationships.
- Served as liaison, facilitating communication between management and associates.
Education
MBA - Finance
Suryadatta Institute of Management
Pune 06.2014 - 05.2016
BBA - Finance
SINHGAD INSTITUTE OF MANAGEMENT
Pune 06.2011 - 05.2014
HSC - Commerce
Kendriya Vidyalaya No. 1
Kerela, India 04.2001 -
SSC - Commerce
Kendriya Vidyalaya
Kerela, India 04.2001 -
Skills
Power BI
Accomplishments
- Achieved 100% of accuracy by completing reconciliation activities of critical clients with accuracy and efficiency.
- Used Microsoft Excel to create macros for automation of manual interventions activities.
- Supervised team of 4 staff members.
Software
Advance Excel
SQL
Projects and Reports
· Project Title : Investable Cash / Capstock Reports
· Client : Lincoln
· Role : Designed an Excel automated report via VBA tool , Power BI
· Technologies : Power BI, VBA, Macros, Data Modelling
· Services : Investment banking (Domain: Cash)
· Module : Time Utilization Report, Productivity Report.
· Hours Saved : 2 Hours
Project Brief:
· Investable Cash is in Investment banking sector where in a huge team works with more than 750 heads.
· Designed a macro through MYSS application to run and project the cash balances with capstock.
· It provides the cash balances for the specific funds with cap stock ie. Subscription and redemption.
· Project Title : Investable Cash / Sweep Support
· Client : Multi Investments : ( Alliance Beristen, Morgan Stanley, Blackrock)
· Role : Designed reports using Power BI too, VBA as a Senior Analyst.
· Technologies : Excel, VBA, Macros., Power BI
· Services : Investment Banking (Domain: Cash)
· Module : Time Utilization
· Hours Saved : 1 Hours
Project Brief :
· Sweep Support is in Investment Banking sector where in a Investable Cash team works with more than 40 heads.
· Automated reconciliation report that helped clients to get faster and accurate Cash reconciliation.
Timeline
Senior Consultant - Power BI Developer
State Street HCL Pvt. Ltd - Pune
02.2020 - Current
Senior Associate
Atos Syntel Pvt.Ltd
06.2016 - 08.2019
MBA - Finance
Suryadatta Institute of Management
06.2014 - 05.2016
BBA - Finance
SINHGAD INSTITUTE OF MANAGEMENT
06.2011 - 05.2014
HSC - Commerce
Kendriya Vidyalaya No. 1
04.2001 -
SSC - Commerce
Kendriya Vidyalaya
04.2001 -
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