Trishna Naik
Hyderabad
Summary
Analytical Consultant with 6+ years of experience in transforming complex data into actionable insights, optimizing processes, and supporting strategic decision-making. Skilled in advanced analytics, risk assessment, and compliance to drive organizational growth and innovation.
Overview
9
9
years of professional experience
Work History
Analytics Consultant
Wells Fargo
07.2023 - Current
- Designed, developed, and deployed interactive Power BI and Tableau dashboards to visualize KPIs, business trends, and operational metrics for decision-makers.
- Extracted, cleaned, and transformed complex datasets from multiple sources using SQL and Python to ensure data accuracy, consistency, and readiness for analysis.
- Published and managed Power BI reports and datasets within the Power BI Service, scheduled data refreshes, implemented row-level security, and maintained version control for consistent performance and accessibility.
- Automated repetitive reporting processes using Power BI and Python, improving efficiency, reducing manual effort, and minimizing human error.
- Translated analytical findings into clear, actionable insights and compelling data stories to support strategic and operational decision-making.
- Partnered with cross-functional teams-including business, IT, and compliance-to gather requirements, validate data outputs, and ensure analytics solutions aligned with organizational goals.
- Leveraged Microsoft Copilot to enhance analytics efficiency through querying and automated generation of visual insights within Power BI and Excel.
- Ensured accuracy and integrity of analytical outputs through rigorous data validation, compliance checks, and comprehensive documentation of data sources and methodologies.
- Efficiently managed end-to-end analytics projects using JIRA, overseeing task tracking, sprint planning, and cross-functional collaboration to ensure timely delivery of high-quality dashboards, reports, and data solutions.
- Technology Used: Power BI, Tableau, Excel, SQL Server Reporting Services (SSRS), Python, SQL, SQL Server, Teradata, Power BI Service, Report Publishing, Workflow Automation.
Data Analyst
DV IT and Consulting
04.2019 - 07.2023
- Sourced, cleaned, and transformed large datasets from multiple internal and external systems using SQL, SAS, and Python, improving data accuracy and reliability by 30%.
- Automated data ingestion and reporting workflows, reducing manual effort by 40% and enabling timely generation of daily, weekly, and monthly performance reports.
- Designed and implemented robust ETL pipelines to integrate cross-system data into centralized analytical DataMarts, enhancing data accessibility for stakeholders.
- Developed and maintained interactive dashboards in Power BI, and Tableau providing real-time KPI tracking and actionable insights that supported faster strategic decisions.
- Created and optimized master data files (Origination and Performance Masters), ensuring consistent reporting and streamlined ad-hoc analysis.
- Conducted credit risk and loan performance analysis to identify delinquency trends, cure rates, and roll rates, contributing to improved portfolio monitoring and risk mitigation.
- Migrated legacy Excel-based reports to automated, visualization-driven dashboards, reducing reporting time by 50% and improving data storytelling effectiveness.
- Partnered with cross-functional teams, including business and IT, to align analytics solutions with organizational objectives, enhancing decision quality and operational efficiency.
Cash Management Executive
Hitachi Payment Services Pvt.Ltd.
02.2017 - 03.2019
- Managed daily cash flow operations, ensuring optimal liquidity and timely execution of payments and fund transfers.
- Prepared and reconciled daily cash position and bank reports, ensuring accuracy between bank statements and internal ledgers.
- Coordinated with banks and internal teams to resolve transaction discrepancies and maintain smooth cash operations.
- Automated recurring cash management reports in Excel and ERP systems, improving accuracy and reducing manual effort.
- Supported month-end and year-end reconciliation and reporting processes to ensure compliance and audit readiness.
- Collaborated with finance and treasury teams to optimize fund utilization, cash forecasting, and working capital management.
Education
MBA - HR & Finance
IMIT
Cuttack, Orissa01.2016
BSc - Botany
Maharishi College Of Natural Law
Bhubaneswar, Orissa01.2014
12th Grade - Science Stream
Jupiter Science College
Bhubaneswar, Orissa01.2011
10th Grade - ICSE
Vikash Convent School
Orissa01.2009
Skills
- Data Analytics
- Power BI
- Tableau
- Business Intelligence
- Process Optimization
- Compliance Management
- SQL
- Data Visualization
Languages
English
Hindi
Oriya
Personal Information
Nationality: Indian
Profile Summary - Summary
Analytical Consultant with 6+ years of experience in transforming complex data into actionable insights, optimizing processes, and supporting strategic decision-making. Skilled in advanced analytics, risk assessment, and compliance to drive organizational growth and innovation.
Timeline
Analytics Consultant
Wells Fargo
07.2023 - Current
Data Analyst
DV IT and Consulting
04.2019 - 07.2023
Cash Management Executive
Hitachi Payment Services Pvt.Ltd.
02.2017 - 03.2019
BSc - Botany
Maharishi College Of Natural Law
12th Grade - Science Stream
Jupiter Science College
10th Grade - ICSE
Vikash Convent School
MBA - HR & Finance
IMIT