Summary
Overview
Work History
Education
Skills
Accomplishments
Project
Project 2
Project 3
Timeline
Generic

Vaibhav Wakle

Hyderabad

Summary

  • Over 5 years of experience in IT and Finance, specializing in Power BI, Advanced Excel, and SharePoint.
  • 3 years as a Power BI Developer, adept with Power BI Desktop and Service.
  • Skilled in creating Power BI dashboards, managing workspaces, apps, and user security.
  • Proficient in designing end-to-end data visualizations, including a variety of chart types.
  • Experienced in data modeling using Star, Galaxy, and Snowflake schemas.
  • Proficient with DAX functions for data manipulation.
  • Demonstrated ability to create Power BI reports from SQL Server, Excel, and CSV data.
  • Strong knowledge of Power BI features, including data import, shaping, transformation, and automated report refresh.
  • Proficient in using Smartsheet for dashboards, reports, and attendance tracking

Overview

7
7
years of professional experience

Work History

Team Lead

Innova Solutions Pvt Ltd
03.2023 - Current

Senior Data Processor

Citco Group Services LLP
09.2020 - 03.2023

Senior Process Associate

Cognizant Technology Solutions India Pvt Ltd
01.2017 - 01.2020

Education

MBA -

MIT School of Distance Education
01.2021

B.COM -

Shri Hawagiswami College Udgir
01.2017

HSC -

Shivaji Mahavidhayalay Udgir
01.2012

Skills

  • Power BI Desktop
  • Power BI Visualizations
  • DAX Query
  • Power BI Service (Pro & Premium)
  • SQL Server
  • Smartsheet
  • Advanced Excel
  • MS Office

Accomplishments

  • Implemented an Excel tool (VBA Advanced Excel) which saves $1500 penalty each month for the project and improves the quality of the production.
  • Received an award for best employee of the quarter twice.

Project

  • Role: Team Lead
  • Project Name: Learning & Development
  • Team Size: 3
  • Tools: Power BI Desktop (2.68), Power BI Service, Smartsheets, Excel, Gateway
  • Database: MySQL, MS SQL Server 2014/16, Azure SQL DB


Description:

As the Team Lead in the Learning and Development domain for the Data Analyst team, I am responsible for managing a group of data analysts and driving their professional growth and development. My primary focus is to provide guidance, mentorship, and support to the team members to enhance their analytical skills, domain knowledge, and overall performance. I collaborate closely with cross-functional teams to ensure the successful execution of learning initiatives and contribute to the organization's data-driven decision-making process.

Roles and Responsibilities:

  • Lead and manage a team of data analysts, providing direction, coaching, and mentoring to ensure individual and team success. Foster a collaborative and inclusive work environment that promotes knowledge sharing, innovation, and continuous learning.
  • Develop and implement a comprehensive learning and development strategy for the data analyst team that aligns with business objectives and supports the enhancement of technical skills, analytical capabilities, and domain knowledge.
  • Promote knowledge sharing within the team and across the organization by establishing best practices, creating documentation, organizing knowledge-sharing sessions, and fostering a culture of collaboration and learning.
  • Support the team in complex data analysis tasks, including data extraction, transformation, modeling, and visualization. Stay up to date with industry trends, emerging technologies, and advancements in data analysis techniques to drive innovation within the team.
  • Continuously review and improve processes, methodologies, and tools related to data analysis and learning and development initiatives. Identify opportunities to enhance efficiency, accuracy, and quality within the team's workflows.
  • Set performance goals and objectives for team members, conduct regular performance evaluations, and provide constructive feedback to drive continuous improvement. Recognize and reward exceptional performance and address any performance or behavior-related issues in a timely manner.
  • Building dashboards by using Smartsheet. Creating reports, attendance tracker sheets, and implementing automated emails using automatic alerts.

Project 2

  • Client: BlackStone Ireland
  • Role: Power BI Developer
  • Project Name: Investment Banking Industry
  • Team Size: 8
  • Tools: Power BI Desktop (2.68), Power BI Service, Gateway
  • Database: MySQL, MS SQL Server 2014/16, Azure SQL DB


Description:

Blackstone is a leading global investment business investing capital on behalf of pension funds, large institutions, and individuals. Their mission is to create long-term value for their investors through the careful stewardship of their capital. Blackstone invests across the alternative asset classes in private equity, real estate, credit, and hedge funds, as well as in infrastructure, life sciences, insurance, and growth equity. Their efforts and capital grow hundreds of companies and support local economies.

Roles and Responsibilities:

  • Gather and collect financial data from various sources such as market data providers, financial statements, regulatory filings, and internal databases. Clean, validate, and analyze the data to identify trends, patterns, and insights relevant to investment strategies and decision-making.
  • Track and measure investment performance against benchmarks and industry standards. Calculate and analyze risk-adjusted returns, volatility, and other performance metrics. Generate reports and presentations to communicate performance results to stakeholders.
  • Conduct market research to identify investment opportunities, industry trends, and competitive analysis. Stay updated with economic indicators, market news, and regulatory changes that may impact investment strategies. Provide insights and recommendations based on research findings.
  • Present complex financial and investment data in a visually appealing and easily understandable format. Use data visualization tools such as Excel, Tableau, or Power BI to create charts, graphs, and dashboards that effectively communicate key findings and trends to stakeholders.
  • Work closely with portfolio managers, traders, and other stakeholders to understand their data requirements and provide timely and accurate analysis. Collaborate with cross-functional teams such as risk management, compliance, and operations to ensure data integrity and compliance with regulatory standards.
  • Continuously identify opportunities to streamline and automate data collection, analysis, and reporting processes. Propose and implement enhancements to existing systems, tools, and workflows to increase efficiency and accuracy.

Project 3

  • Client: BlackStone Ireland
  • Role: Power BI Developer
  • Project Name: Investment Banking Industry
  • Team Size: 8
  • Tools: Power BI Desktop (2.68), Power BI Service, Gateway
  • Database: MySQL, MS SQL Server 2014/16, Azure SQL DB

Description:

Blackstone is a leading global investment business investing capital on behalf of pension funds, large institutions, and individuals. Their mission is to create long-term value for their investors through the careful stewardship of their capital. Blackstone invests across the alternative asset classes in private equity, real estate, credit, and hedge funds, as well as in infrastructure, life sciences, insurance, and growth equity. Their efforts and capital grow hundreds of companies and support local economies.

Roles and Responsibilities:

  • Gather and collect financial data from various sources such as market data providers, financial statements, regulatory filings, and internal databases. Clean, validate, and analyze the data to identify trends, patterns, and insights relevant to investment strategies and decision-making.
  • Track and measure investment performance against benchmarks and industry standards. Calculate and analyze risk-adjusted returns, volatility, and other performance metrics. Generate reports and presentations to communicate performance results to stakeholders.
  • Conduct market research to identify investment opportunities, industry trends, and competitive analysis. Stay updated with economic indicators, market news, and regulatory changes that may impact investment strategies. Provide insights and recommendations based on research findings.
  • Present complex financial and investment data in a visually appealing and easily understandable format. Use data visualization tools such as Excel, Tableau, or Power BI to create charts, graphs, and dashboards that effectively communicate key findings and trends to stakeholders.
  • Work closely with portfolio managers, traders, and other stakeholders to understand their data requirements and provide timely and accurate analysis. Collaborate with cross-functional teams such as risk management, compliance, and operations to ensure data integrity and compliance with regulatory standards.
  • Continuously identify opportunities to streamline and automate data collection, analysis, and reporting processes. Propose and implement enhancements to existing systems, tools, and workflows to increase efficiency and accuracy.

Timeline

Team Lead

Innova Solutions Pvt Ltd
03.2023 - Current

Senior Data Processor

Citco Group Services LLP
09.2020 - 03.2023

Senior Process Associate

Cognizant Technology Solutions India Pvt Ltd
01.2017 - 01.2020

MBA -

MIT School of Distance Education

B.COM -

Shri Hawagiswami College Udgir

HSC -

Shivaji Mahavidhayalay Udgir
Vaibhav Wakle