Summary
Overview
Work History
Education
Skills
Certification
Projects
Key Achievements & Responsiblities
Timeline
Hi, I’m

Shubham Joshi

Data Analyst
Nagpur
Shubham Joshi

Summary

Data Analyst | Power BI & Tableau Expert | Financial Research


2+ years of experience transforming raw data into actionable insights in the finance domain. Proven ability to develop interactive dashboards, streamline workflows, and drive data-informed decisions using Power BI, Tableau, SQL, and Python.

Overview

4
years of professional experience

Work History

S&P Global
Ahemdabad

Data Analyst
07.2021 - Current

Job overview

  • Built and maintained 10+ Power BI/Tableau dashboards to track equity and financial data trends, improving reporting efficiency by 35%.
  • Automated monthly financial reports, reducing manual processing time by 40% and improving accuracy.
  • Audited and cleaned 5,000+ global financial filings, ensuring 99.5% data accuracy in internal databases.
  • Collaborated with cross-functional teams to resolve 100+ client data queries monthly with
  • Led a pilot on workflow automation, resulting in 25% fewer QA errors and smoother task allocation.
  • Acted as Power BI SME, guiding 6+ teammates and leading mini training sessions for dashboard development.

Omega Financial
Bhilai

Business Development Executive
01.2021 - 05.2021

Job overview

  • Onboarded 15+ high-net-worth clients by offering tailored financial planning strategies.
  • Conducted need analysis and proposed investment options, contributing to a 20% increase in monthly investment volume.
  • Created Excel-based trackers for leads and client interactions to improve follow-up efficiency.

Ventura Securities
Nagpur

Intern – Equity & Demat Support
08.2020 - 11.2020

Job overview

  • Assisted with demat account opening and investment documentation for over 100 retail clients.
  • Provided personalized portfolio guidance aligned with investor goals.

Education

RTMNU
Nagpur

M.Com from Commerce

University Overview

RTMNU
Nagpur

B.Com from Commerce

University Overview

Skills

  • BI Tools: Power BI, Tableau, Advanced Excel
  • Data: SQL, Power Query, DAX, Python (Pandas), Data Cleansing
  • Domains: Capital Markets, Equity Research, Loan Analytics, Financial Planning
  • Operations: Workflow Management, Task Automation, Dashboard Reporting
  • Soft Skills: Client Communication, Stakeholder Collaboration, SLA Management

Certification

  • Certified Financial Planner (CFP – 4 Modules)
  • Power BI – Microsoft
  • Tableau – Udemy
  • SQL for Data Analytics – Coursera
  • Advanced Excel – Udemy

Projects

Projects

Loan Default Pattern Analysis

  • Performed EDA on 30,000+ loan records to identify key drivers of default (credit score, tenure, income).
  • Used segmentation to define customer risk tiers, enabling early intervention strategies.

Employee Insights Dashboard

  • Built an HR dashboard in Power BI to track attrition, engagement, and performance by department.
  • Enabled real-time monitoring that supported leadership decisions in workforce planning.

Client Query Management Tracker

  • Designed a live dashboard to monitor and categorize client queries, improving SLA adherence from 85% to 97%.

Key Achievements & Responsiblities

Key Achievements & Responsiblities
  • Designed 15+ dashboards across domains to deliver actionable insights.
  • Improved report turnaround by automating Excel/Power BI workflows.
  • Validated large-scale data sets with high accuracy, enhancing reliability of financial databases.
  • Coordinated with cross-functional teams to align reporting objectives.
  • Led process improvement projects to reduce task duplication and human error.
  • Engaged with clients and internal stakeholders to define reporting KPIs and ensure SLA compliance.

Timeline

Data Analyst
S&P Global
07.2021 - Current
Business Development Executive
Omega Financial
01.2021 - 05.2021
Intern – Equity & Demat Support
Ventura Securities
08.2020 - 11.2020
RTMNU
M.Com from Commerce
RTMNU
B.Com from Commerce

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Shubham JoshiData Analyst