SIDDHARTH MATHUR

Data Analysis and Reporting :

• Proficient in preparing, managing, and delivering Global Delivery BI reports and dashboards using SQL Server, Power BI, and Tableau.
• Collaborate effectively with management team to enhance operational metrics and drive data-driven decision-making.
• Developed and evolved Key Performance Indicators (KPIs) aligning with strategic goals, utilising Power BI and Tableau for visualisation.
• Provide expert reporting support and insights to both Management and departmental end-users, using Power BI and Tableau for data visualisation and reporting.
• Strong technical proficiency in communicating technology capabilities, including SQL Server, Alteryx for data blending, Power BI, and Tableau.
• Execute quality assurance by developing and executing design concepts, code standards, and test plans, ensuring data blending accuracy with Alteryx and SQL Server.
• Contribute to continuous improvement by identifying cost reduction opportunities and process efficiencies, leveraging Alteryx and Power BI.
• Analyse data and test results to maintain data accuracy in reports and dashboards, employing SQL Server, Alteryx, Power BI, and Tableau.
• Maintain comprehensive documentation for BI processes and reports, ensuring transparency and ease of reference through SharePoint.
• Ensure an accurate, efficient, and timely delivery of reports, aligning with organisational needs, facilitated by Power BI and Tableau.

Business Analysis and Team Leadership :

• Proficiently serving as Business Analyst, handling requirement gathering, architecture preparation, development, testing, and deployment.
• Offer valuable insights for data-driven decision-making, process optimisation, and strategic alignment with organisational objectives.
• Leading a team of analysts, overseeing their work, providing mentorship, and ensuring high-quality results across the entire project lifecycle.

• Led the design of finance and sales dashboards in Power BI and Tableau, focusing on key metrics like ROI, liquidity ratios, EBITDA margins, and marketing campaign ROIs
• Conducted in-depth analysis and exploration of financial data, deriving insights that influenced key business decisions in the realm of credit risk, investment trends, and customer segmentation
• Orchestrated ETL processes using Power Query and Tableau Prep, ensuring seamless data extraction, transformation, and loading
• Utilized Python and PySpark for advanced data manipulation and to develop machine learning models, leveraging libraries like Numpy, Pandas, Sci-kit learn, and TensorFlow
• Applied algorithms such as linear regression, SVMs, neural networks, and more, ensuring model optimization through techniques like cross-validation and hyperparameter tuning
• Combined the capabilities of Power BI and Tableau to design intuitive and insightful dashboards, highlighting trends in financial services and sales data
• Showcased analytical findings in compelling narratives using Power BI, Tableau, and PowerPoint presentations, ensuring data was easily interpretable by a range of stakeholders
• Maintained data integrity through regular audits, data cleansing, and validation
• Automated recurring report generation, ensuring timely and consistent delivery to business stakeholders
• Facilitated regular feedback sessions with global stakeholders to refine dashboard designs and reporting tools, ensuring alignment with evolving business requirements
• Championed the use of data in decision-making, fostering an innovative and data-driven culture within the organization
• Proficient in SQL for data extraction, maintaining real-time connectivity across various databases
• Demonstrated expertise in Power BI's DAX & Power Query, Tableau's dynamic controls, as well as supplementary tools like Google Analytics, SAP BI, VBA, and Python for comprehensive data analysis.

• Proficiently integrated Salesforce reports and custom objects into Power BI, utilizing Power Query for seamless data transformation and loading
• Leveraged advanced SQL querying capabilities to derive insights from raw Salesforce data
• Crafted interactive dashboards in Power BI, utilizing advanced DAX functions, to provide a comprehensive view of Salesforce data
• Empowered stakeholders by underscoring key trends, patterns, and anomalies with advanced Excel features like PivotTables, conditional formatting, and advanced charting
• Actively scheduled periodic reviews with global stakeholders, assimilating feedback and utilizing Power BI's publishing and sharing functionalities for collaborative report refinement
• Expertly managed Salesforce functionalities, including the creation of custom objects, setting up users, defining permission sets, and ensuring role hierarchies were optimized
• Mastered Salesforce automation tools, implementing Process Builder, approval processes, and Workflow Rules
• This ensured business processes were streamlined, enhancing platform efficiency and user experience
• Delivered comprehensive technical support to Salesforce users and system administrators, resolving 7-10 cases daily with a 90% accuracy rate
• Maintained responsive turnaround times and cultivated a culture of continuous improvement to enhance the robustness and efficiency of the Salesforce ecosystem.

• Led the design, development, and refinement of comprehensive dashboards and reports using Tableau, transforming vast data sets into visually compelling and actionable insights
• Collaborated with cross-functional teams to identify key performance indicators (KPIs) and business metrics, ensuring that Tableau visualizations were tailored to meet strategic objectives
• Demonstrated deep proficiency in SQL, executing complex queries to fetch and aggregate data from multiple databases, ensuring accurate and timely data retrieval for visualization projects
• Collaborated closely with database administrators to optimize query performance and safeguard data integrity
• Leveraged advanced Excel functionalities, such as pivot tables, power queries, and complex formulas, to conduct preliminary data analysis and validate data sets
• Designed and maintained dynamic Excel dashboards, using features like slicers and Power View, to cater to ad-hoc reporting requests and provide a quick snapshot of business performance
• Played a pivotal role in migrating and translating Excel-based analytics and visualizations to Tableau, ensuring continuity in reporting and enhancing visual appeal.

• Managed daily banking operations, ensuring efficient transaction processing, account management, and meticulous financial record keeping
• Collaborated with the risk team to develop protocols and implemented measures to prevent fraud, reduce transactional errors, and maintain compliance with all relevant banking regulations
• Played an instrumental role in the transition to a digital banking platform, leading training sessions for both staff and clients, and ensuring a smooth migration of account data
• Spearheaded a client onboarding process that decreased wait times by 20%, enhancing overall customer experience
• Maintained a portfolio of over 500 clients, providing them with personalized banking solutions, addressing concerns, and ensuring a retention rate of 95%
• Initiated a monthly feedback system, resulting in a 25% increase in customer satisfaction scores within the first quarter
• Assisted high-net-worth clients in crafting diversified investment portfolios, balancing a mix of equities, fixed income, and alternative investments based on individual risk appetites and financial goals
• Delivered tailored wealth management advice, aiding clients in estate planning, tax strategies, and setting up trusts, ensuring optimal asset growth and preservation
• Conducted regular market research and stayed abreast of global financial trends, ensuring clients received up-to-date advice on potential investment opportunities and market shifts.

• Monitored and checked the performance of investments made by mapped customers, ensuring optimal returns and adherence to clients' risk appetite
• Encouraged customers towards wealth appreciation by proposing tailored investment plans based on their financial goals and market trends
• Successfully generated significant revenue by cross selling a range of financial products, including insurances and mutual funds
• Assisted non-resident, high net-worth individuals in the seamless opening of non-resident accounts and deposits, ensuring compliance with international banking standards
• Collaborated closely with Trade Forex Officers to facilitate cross-border remittances, securing preferential exchange rates for HNI customers and optimizing their international transactions.