Shivani Vijay
Business Data Analyst
New Delhi
Summary
Business Data Analyst with experience in financial services, indirect tax compliance, and data analytics. Strong background in SQL, Python, Excel, and Power BI with hands-on project experience during a planned career break for marriage. Adept at translating data into actionable business insights while ensuring regulatory compliance.
Overview
6
6
years of professional experience
Work History
Tax Associate
KPMG
05.2023 - 03.2024
- Prepared and reviewed indirect tax returns for US-based clients
- Managed client data and compliance management systems for indirect tax engagements
- Conducted research on state and local tax regulations and assisted in drafting client memos
- Supported billing preparation and account reconciliation activities
- Identified opportunities to improve operational efficiency and streamline workflows
Associate
Ameriprise Financial
11.2017 - 11.2019
- Ensured accurate compensation payments to financial advisors
- Settled financial trades using Bloomberg and Thomson Reuters platforms
- Achieved zero-risk audit findings across quarterly audits
- Implemented same-day processing to improve advisor and client satisfaction
- Handled reimbursements in compliance with FINRA and SEC guidelines
- Utilized SQL queries for data extraction, analysis, and reconciliation from large datasets
Education
Executive Post Graduate Programme - Data Science
upGrad & IIIT Bangalore
03.2026
Master of Business Administration - Finance & Marketing
MAIT
New Delhi01.2017
Bachelor of Business Administration - Banking & Insurance
Trinity Institute
01.2015
Skills
SQL
Python
Advanced Excel
Power BI
Alteryx
Azure
Data Analytics
Financial Analysis
Risk Assessment
Machine Learning Basics
JIRA
ServiceNow
Stakeholder Management
Accomplishments
- Silver Medalist during Graduation
- Merit holder in Social Science (Grade A1)
- 2nd Position in National Level Hindi Essay Writing Competition
CAREER BREAK & PROFESSIONAL PROJECTS
- Planned Career Break (04/2024 – Present) for Marriage & Personal Commitments
- Actively engaged in data analytics and finance-related projects to maintain and enhance professional skills
- Completed end-to-end analytics projects involving data cleaning, exploratory data analysis, statistical modeling, and visualization
- Continued upskilling in SQL, Python, Advanced Excel, Power BI, and financial analysis
- Worked on domain-specific case studies in banking, e-commerce, and risk analytics
Timeline
Tax Associate
KPMG
05.2023 - 03.2024
Associate
Ameriprise Financial
11.2017 - 11.2019
Executive Post Graduate Programme - Data Science
upGrad & IIIT Bangalore
Master of Business Administration - Finance & Marketing
MAIT
Bachelor of Business Administration - Banking & Insurance
Trinity Institute