SHRUTI AGRAWAL
Reporting and Analytics
Mumbai
Summary
With14+ year experience in interpreting and analyzing data for driven business solutions. Excellent understanding of business operations, reporting and analytical tools for effective analysis of data and representation. Proficient in tools like SAP BO, VBA Macros, Alteryx, Power BI and MS Excel.
Effective leader with abilities in designing business solutions and motivating team members to maintain schedules
Overview
14
14
years of professional experience
Work History
Sr. Associate (Sr. Manager)
JP Morgan
Mumbai, Maharashtra
01.2019 - Current
- Devised, deployed multiple reports / dashboard using SAP webi, Power BI, Alteryx, Tableau that helps to create better visualization and also acts as an automated solution by bringing accuracy and reducing time for creation of the report in excel
- `Automated reports using VBA macros that are produced on a daily basis for top management that have key risk exposure metrics
- Deliver trainings on Excel and other reports in accordance with set policies and product specifications
- Prepare and deliver presentations to Executives on data analysis with reporting tools for effective presentation and decision making
- Worked with customers to understand needs and provide excellent service.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Team Management:
- Created plans and communicated deadlines to complete projects on time.
- Resolved problems, improved operations and provided exceptional service.
- Participated in continuous improvement by generating Exceeded goals through effective task prioritization and great work ethic.
Associate
JP Morgan
Mumbai, Maharashtra
11.2013 - 05.2018
- Developed an Line of Business specific exposure dashboard,and was involved in complete development and production of the report.
- Performs testing, reconciliations and ad-hoc issue resolution for report creation, design, and deployment
- Implemented automation, using excel VBA with the view to reduce manual efforts and increase accuracy especially for reports that are developed daily and weekly
- Analyze data and reporting solutions to understand business impacts, correlations and discrepancies, and to propose changes and alternative solutions. Manipulate, test, and validate large data files & understand impacts across and downstream for these reports and processes.
- Identified stakeholder needs and wants to enhance user experience.
- Developed training program to educate new hires on company policies and procedures.
Specialist
Willis Insurance (India) Pvt Ltd
Mumbai, Maharashtra
06.2010 - 10.2013
- Analyzed financial statements of insurance companies and established client-oriented narrative financial summary report, in order to help Willis as a Broker to formulate elevator pitch and improve top-line profitability
- Assisted in business consolidation of diverse insurance companies and provided detailed risk analysis on the same
- Compared one insurance company with the group of other companies belonging to same industry in the same category as of the target company – Peer Analysis
- Documented business process and analyzed procedures to see that they would meet changing requirements
MIS Officer
Mphasis An EDS Company
Mumbai, Maharashtra
04.2007 - 08.2008
- Ensured timely preparation and submission of reports in Excel as per corporate policies
- Developed VBA Macro and automated reports within tight deadlines
- Worked cross-functionally between 5 different groups to gather inputs on a monthly basis to finalize reports
- Recommended data standardization and usage to ensure process streamlining
- Created reports for Senior management to help them gauge their profitability on different projects undertaken from one client
MIS Trainee
CITIGROUP
Mumbai, Maharashtra
04.2006 - 04.2007
- Managed daily traker for the Executive Team of NRI department with details about accounts opened under various sales team
- Ensured smooth tracking of all the deposit accounts opened by NRIs (FCNR/NRE and NRO)
- Developed a wide range of ad-hoc financial reports as requested by the senior management
- Worked on numerous daily adhoc reporting that allowed business to run their own customized reporting on demand
Education
MBA - Finance
Bharati Vidya Peeth University
06.2008 - 05.2010
Bachelor of Commerce - Accounting
RK Talreja College
Mumbai 03.2003 - 02.2006
CFA Level 1 - Financial Analysis
CFA Institue
GNIIT - Information Technology
NIIT
05.2003 - 04.2022
Skills
SAP Business Objects Excel VBA Basic SQL Queries Basic Tableau Power BI Basic Ateryx
Business Reporting and Analytics
Business Requirement Assessment Dashboard Development Regulatory Reporting Product Reporting Data AnalysisData Visualization, Process Automation and Streamlining
Accomplishments
Lockbox Report Automation in SAP Webi
- The report was prepared on a monthly basis manually in excel and leveraged data from multiple sources, it included multiple steps in between to get the finished end product/ report. The entire process took 3 days to finish
- I was asked to automate this report in SAP Webintelligence from scratch, this involved identifying the tables, columns query filters required to pull the desired output in required format.
- Designing the report that included charts with multiple filters at each page.
- Once the development was complete the report generation time was curtailed to 30 mins.
Market Report Automation in Alteryx :
- Senior Management basically required a report that was kind of a one-stop shop for all information required accross lobs, industries and countries on a weekly basis.
- I was asked to develop an automation solution that could cater to this need in a short time frame.
- I was involved in requirement gathering phase and developement of the report in Alteryx that basically created the report in a click of a button.
Timeline
Sr. Associate (Sr. Manager)
JP Morgan
01.2019 - Current
Associate
JP Morgan
11.2013 - 05.2018
Specialist
Willis Insurance (India) Pvt Ltd
06.2010 - 10.2013
MBA - Finance
Bharati Vidya Peeth University
06.2008 - 05.2010
MIS Officer
Mphasis An EDS Company
04.2007 - 08.2008
MIS Trainee
CITIGROUP
04.2006 - 04.2007
GNIIT - Information Technology
NIIT
05.2003 - 04.2022
Bachelor of Commerce - Accounting
RK Talreja College
03.2003 - 02.2006
CFA Level 1 - Financial Analysis
CFA Institue