Tarun Tiwari

Key Responsibilities:

Data Analyst – Sales and Finance Team

As a detail-oriented Data Analyst, I specialize in providing customized, data-driven insights for a global banking client, utilizing tools such as OBIEE 12c Answers, Tableau, SQL, and MS Excel. My work is focused on generating actionable insights and automating reporting processes, enhancing efficiency and supporting key financial decision-making.

• Report Preparation and Automation: Prepare tailored reports in alignment with specific business requirements, ensuring that each report meets the client’s analytical needs.
  Automate recurring reports upon securing client approval, significantly improving data accessibility and reporting efficiency.
• Data Quality Assurance and Analysis:Perform comprehensive analyses to identify data gaps or inaccuracies, ensuring all reports adhere to high-quality standards and compliance.
  Analyze large data sets to identify trends and patterns, providing insights into customer behaviors and supporting strategic decisions.
• Key Reporting:Generate critical reports like Payments and Receivables and the ECDO report, enabling clients to monitor financial operations effectively and manage risk portfolios.
• Client Training and Support:Train clients on utilizing the ICG Toolbox self-service dashboard for independent report extraction, empowering them to make informed decisions.
  Guide clients in creating customized reports within OBIEE 12c, fostering independence and proficiency in data management.
• Advanced Data Visualization and Presentation:Develop visually compelling dashboards in Tableau to communicate insights to stakeholders.
  Present findings to senior management using clear, concise visualizations and written summaries, supporting strategic decision-making.
• Data Cleaning and Pre-Analysis Preparation:Clean raw data sets, removing outliers and erroneous entries, ensuring integrity and reliability before analysis.
• Cross-Functional Support:Collaborate with the sales team by delivering targeted customer insights derived from CRM analysis, supporting effective sales strategies.
• Mentorship and Training:Lead training sessions for junior analysts, focusing on skill development in data analytics tools and techniques, strengthening the overall team’s capabilities.
• Interpreted data and translated ad hoc requirements and requests to deliver relevant and impactful results.
• Developed and enhanced reports connecting to single or multiple data sources to improve performance.
• Provided reporting, analysis and insights about sales drivers and key revenue performance metrics to support corporate analytics.
• Created design specifications to meet functional and business requirements.
• Translated business requirements into technical requirements.
• Facilitated data-driven decision making through the creation of comprehensive executive-level dashboards highlighting key trends and insights.

Team Leader – UK Insurance Project

As a Team Leader, I effectively managed a UK Insurance project for bank customers, overseeing a team of 15 full-time employees. My role was pivotal in ensuring a seamless and high-quality insurance refund process, supporting the bank’s customers across products like credit cards and mortgages.

Key Responsibilities:

• Full-Cycle Insurance Refund Process: Managed the end-to-end insurance refund process, which included: Application Logging: Recording all refund applications and maintaining precise documentation.
  Case Verification: Authenticating each case to confirm eligibility for a refund.
  Claims Processing: Processing verified claims with accuracy and timeliness.
  Refund Execution: Ordering refund cheques and issuing personalized refund letters to customers, ensuring clarity and customer satisfaction.
  
• Team Leadership and Development: Conducted regular team briefings to keep members informed of process updates and best practices.
  Led training sessions to ensure team readiness and developed skills, enhancing overall efficiency.
  Provided feedback through performance appraisals and coaching to drive individual and team growth.
  Organized fun activities to maintain a positive work environment, boosting morale and team spirit.
  
• Client Collaboration: Participated in daily and weekly client calls, aligning with evolving project requirements and maintaining process accuracy.
  Ensured consistent compliance with service level agreements (SLAs) and upheld the highest standards of quality in all processes.
  
• New Employee Development: Coached new employees, especially those struggling with specific tasks, to integrate them into the team efficiently.
  Assisted in recruitment by interviewing candidates and mentoring hires to build a high-performing team.
• Team Management and Reporting: Regularly reported team performance to upper management, facilitating transparency and proactive support for continuous improvement.
  Facilitated meetings to discuss challenges, share solutions, and track project progress.
  Coordinated resources to meet deadlines effectively, balancing workloads to achieve project targets.

US Bankruptcy, Cease & Desist (C&D), and Fraud Process Specialist

In this role, I was responsible for managing and processing bankruptcy cases for credit card accounts as submitted by customer attorneys and customers, ensuring compliance with US bankruptcy laws and the bank’s policies.

Key Responsibilities:

• Bankruptcy Case Management: Handled bankruptcy-related documents from US courts, thoroughly reviewing each case to verify the status—whether discharged, dismissed, or filed.
• System Updates and Coding: Updated the internal banking system with case statuses based on bankruptcy court documentation, ensuring accurate records for regulatory and compliance purposes.
• Loss Reporting: Upon confirmation of a newly filed bankruptcy case, recorded it as a loss, updating the customer’s pending balance in the B Block sheet, the bank's official loss record.
• Credit Counseling Group: Actively participated in the credit counseling group, assisting customers in setting up payment plans aligned with bank policies and accommodating customer proposals.
• Enhanced the accuracy of bankruptcy case updates by implementing a verification checklist.
• Assisted in developing customer-centric payment plans, contributing to customer satisfaction and improved bank recovery efforts.

• Enhanced the accuracy of bankruptcy case updates by implementing a verification checklist.
• Assisted in developing customer-centric payment plans, contributing to customer satisfaction and improved bank recovery efforts.