Summary
Overview
Work History
Education
Skills
Timeline
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Tanvi Bhatia

Tanvi Bhatia

Business Analyst
New Delhi

Summary

Results-driven Business Analyst with a proven track record at Unicef India, leveraging analytical thinking and data visualization to enhance donor engagement and retention strategies. Expert in developing performance dashboards and optimizing campaign effectiveness, leading to significant improvements in donor longevity and revenue realization. Skilled in project management and fostering team collaboration.

Overview

5
5
years of professional experience

Work History

Business Analyst

Persolkelly India Private Limited| Client-Unicef India
New Delhi, India
08.2024 - Current
  • Drove data-backed retention and fundraising strategy by analyzing donor lifecycle, enabling targeted interventions to improve donor longevity, engagement, and revenue realization
  • Designed and implemented a Donor Health and Survival Framework, tracking key indicators such as payment continuity, drop-off risk, and reactivation probability, helping teams proactively manage at-risk donors.
  • Led campaign effectiveness analysis across retention and fundraising initiatives, measuring impact on donor survival rate, payment realization, and long-term value, directly influencing campaign planning and optimization.
  • Developed segmented donor targeting strategies by categorizing donors based on behavior (active, at-risk, lapsed, high-value), enabling personalized outreach that improved conversion and retention outcomes
  • Partnered with campaign and operations teams to design relationship-building strategies, optimizing donor communication journeys (calls, follow-ups, payment nudges) to enhance trust, engagement, and repeat contributions
  • Built end-to-end performance dashboards (Power BI) integrating Salesforce, call center, and payment data, providing leadership with real-time visibility into campaign ROI, donor health, and agent effectiveness
  • Conducted cohort and longitudinal analysis to evaluate how different donor segments behaved over time post-intervention, uncovering insights that shaped long-term retention strategy
  • Assessed impact of external factors (e.g., TRAI DNC regulations) on outreach effectiveness, and recommended strategic shifts in channel mix and targeting to sustain contact and conversion rates
  • Established agent performance and contribution tracking models, linking outreach efforts to actual donation outcomes, improving accountability and enabling data-driven coaching
  • Automated complex reporting and tracking systems using advanced Excel and SQL logic, reducing turnaround time and enabling faster strategic decision-making

Data Analyst

Skootr Global Private Limited
New Delhi, India
01.2023 - 08.2024
  • Drove data-led strategy for occupancy, pricing, and revenue optimization, improving yield per seat and space utilization
  • Built client segmentation frameworks (high-value, at-risk, enterprise) to enable targeted acquisition, upsell, and retention strategies
  • Analyzed end-to-end sales funnel performance, identifying conversion gaps and improving deal closure efficiency
  • Developed revenue forecasting and pipeline tracking models, enhancing visibility into business growth and planning
  • Delivered location-level performance insights to guide expansion, profitability, and portfolio optimization decisions
  • Created real-time dashboards and automated reporting, enabling faster decision-making across sales, operations, and leadership

Project Coordinator-Operations & Cross-Functional

International Businesss Advisors| Client- Beam Global Spirits and Wine Private Limited
Gurgaon, India
03.2021 - 12.2022
  • Coordinated end-to-end execution of cross-functional projects across sales, marketing, and operations, ensuring timely delivery and alignment with business objectives
  • Streamlined project workflows and stakeholder communication, improving execution efficiency and reducing turnaround timelines
  • Monitored project KPIs, budgets, and timelines, proactively identifying risks and driving data-backed course corrections
  • Collaborated with internal teams and external partners to ensure seamless execution of campaigns, launches, and operational initiatives
  • Developed tracking tools and reports to provide leadership with visibility into project progress, performance, and bottlenecks
  • Supported process optimization initiatives, enhancing operational efficiency and overall project delivery effectiveness

Education

MBA - Finance

Symbiosis Skill And Professional University
Pune, India
04.2001 -

Post-Graduate Certificate - Data Science

Indian Institute of Technology Roorkee
Roorkee, India
04.2001 -

Bachelor - Commerce (Honors)

School of Open Learning
New Delhi, India
04.2001 -

Skills

Problem-solving

Requirements gathering

Analytical thinking

Project management

Data analysis

Business process improvement

Gap analysis

Microsoft Excel mastery

Team collaboration

KPI tracking

CRM systems

Forecasting and planning

Project presentation

Business analysis

Campaign performance tracking

Data visualization

Timeline

Business Analyst

Persolkelly India Private Limited| Client-Unicef India
08.2024 - Current

Data Analyst

Skootr Global Private Limited
01.2023 - 08.2024

Project Coordinator-Operations & Cross-Functional

International Businesss Advisors| Client- Beam Global Spirits and Wine Private Limited
03.2021 - 12.2022

MBA - Finance

Symbiosis Skill And Professional University
04.2001 -

Post-Graduate Certificate - Data Science

Indian Institute of Technology Roorkee
04.2001 -

Bachelor - Commerce (Honors)

School of Open Learning
04.2001 -
Tanvi BhatiaBusiness Analyst