Effective advisor communicates well with people of all ages and backgrounds. Excellent eye for detail enabling quick identification of areas for improvement and suggesting strategies to help businesses reach goals. Focused on introducing efficient systems and processes.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Consultant - Portfolio Pricing
Colt Technology Services, Ltd.
03.2013 - Current
Manage and mentor a team of four professionals, providing direction and support to ensure the successful execution of daily tasks and projects
Responsible for task delegation, performance monitoring, and fostering a collaborative work environment to achieve operational goals efficiently
Lead the development, maintenance, and enhancement of financial risk models used across the organization. Ensure models provide accurate and actionable insights into key financial metrics such as Margin, EBIT, and EBITDA
Collaborate closely with product managers to gather and analyze project requirements. Translate these requirements into actionable items for the team, ensuring they are effectively implemented into databases and financial risk models
Manage the design, implementation, and maintenance of centralized databases, ensuring data integrity and accessibility.
Leverage SQL Server and other technologies to streamline data operations and support business intelligence efforts
Supervise the creation of interactive dashboards and detailed reports that provide real-time insights to stakeholders. Ensure that dashboards are user-friendly, visually appealing, and meet the strategic needs of the organization
Lead projects involving Descriptive AI to analyze customer behavior, purchasing patterns, and win/loss opportunities. Drive the use of AI to enhance decision-making and uncover valuable insights from complex datasets
Identify opportunities for automation within the team's workflows, including the development of custom scripts and tools in Python, Excel, MS Access, and VBA
Implement ad-hoc automation solutions to reduce manual effort, increase accuracy, and improve operational efficiency
Use Jira for Project Management and for Issue tracking and use GitHub for Version Control and use PyCharm for Python coding
Use Power BI for Reporting purpose
Conduct regular Training sessions on Financial Risk Models and provide Tool demonstrations to various teams
Actively participate in Colt's Corporate Social Responsibility (CSR) Programs
Actively participate in Colt's indoor sports activities.
Manager - Database Team
Evalueserve.com Private Ltd.
10.2005 - 02.2013
Led a team of eight members responsible for managing and maintaining the Clients Numbers Database, including two team members based in Chile
Our team's primary focus was on automating dashboards and analysis programs utilizing Excel, VBA, MS-Access, and SQL
Successfully executed daily client reports and analyses, with some of the reports being published regularly on the client's website
Actively coordinated with various teams to address issues related to customers' financial numbers, financial models, and reports
Supervised, mentored, and provided training to junior analysts within our team
Led a team to design, develop and lead a Market data repository called REPLICA
This repository efficiently stores day-to-day market data numbers
Led automation project of Numbers book, a publication released by our client every quarter, covering around 1200 companies
Successfully migrated all reports and automation projects to India.
Accomplished multiple tasks within established timeframes.
Education
Skills
Problem-Solving
Attention to Detail
Team Leadership & Development
Client Relationships
Accomplishments
Recover EUR 1,200,000 in 2021-2022 from customers with negative margin tariffs.
Identified a bug in the billing system that prevented charging customer commitments. Recovering EUR 273,000 since last year.
Successfully led and delivered an in-house project: a web-based pricing tool costing EUR 80,000 during 2023-2024.
Successfully led and delivered two in-house projects with the Billing team, each costing EUR 50,000, during 2022-2024.
Certification
Scrum Master: Basics (The PMI Registered Education)
The Python Basics (University of Michigan)
Awards
Runner-Up in Colt Men's Single Table Tennis Tournament - 2024
Colt Value Advocate Award - 2024
Colt Value Champion Award - Q2 2023
Colt Inspire Award - 2022
Colt Act Commercial Award - 2021
Winner in Colt Men's Double Table Tennis Tournament - 2019
Colt Customer First Award - 2018
Innovation Award - 2012
Employee Award - 2010
Customer Award - 2009
Achiever Award - 2008
Timeline
Consultant - Portfolio Pricing
Colt Technology Services, Ltd.
03.2013 - Current
Manager - Database Team
Evalueserve.com Private Ltd.
10.2005 - 02.2013
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