Vikash Rawat
Summary
Dynamic Tableau Developer with a proven track record at Sunlife Financial, specializing in data visualization and advanced analytics. Expert in crafting impactful dashboards that drive decision-making and enhance operational efficiency. Adept at stakeholder collaboration and process improvement, leveraging Agile methodologies to deliver high-quality reporting solutions.
Overview
14
14
years of professional experience
2
2
years of post-secondary education
Work History
Tableau Developer
Sunlife Financial
Gurgaon
12.2023 - Current
- Designed interactive dashboards using Tableau for financial data visualization.
- Collaborated with stakeholders to gather requirements for reporting solutions.
- Developed data extraction processes to ensure accurate reporting and analysis.
- Designed and developed advanced Tableau dashboards for performance tracking, project management, and operational efficiency.
- Collaborated with stakeholders to gather requirements and translate them into actionable visual solutions.
- Applied best practices for data visualization, interactivity, and performance optimization.
- Provided training to business users for self-service analytics adoption.
- Ensured data accuracy and compliance with governance standards.
- Implemented best practices in data modeling and visualization techniques.
- Analyzed complex datasets to identify trends and insights for decision-making.
- Maintained documentation of data sources and reporting methodologies used.
- Created custom views, charts, graphs, filters, parameters, and data sources to meet specific user requirements.
- Developed and maintained Tableau dashboards with interactive visualizations.
- Performed unit testing on all created reports and dashboards prior to production deployment.
- Researched new ways to visualize data in Tableau for enhanced presentation of results.
- Analyzed large datasets to identify trends, patterns and correlations utilizing advanced analytics techniques in Tableau.
- Collaborated with stakeholders to understand business requirements and develop appropriate visualizations.
- Worked closely with BI teams to ensure that the right data is being extracted from source systems into the Data Warehouse layer for reporting purposes.
- Developed complex calculations using Tableau functions such as LOD expressions and table calculations.
- Utilized Tableau mobile app to develop insightful, legible Tableau dashboards accessible through smartphones and tablet devices.
- Leveraged Agile methodologies to move development lifecycle rapidly through initial prototyping to enterprise-quality testing and final implementation.
- Managed the entire life cycle of projects from design and development through implementation and maintenance.
Lead Process Expert
Sunlife Financial
Gurgaon
09.2011 - 12.2023
- Analyzed process workflows to identify areas for improvement and efficiency.
- Collaborated with cross-functional teams to implement best practices and streamline operations.
- Developed training materials for staff on new processes and tools.
- Delivered dashboards and reporting solutions aligned with business objectives.
- Partnered with cross-functional teams to produce actionable insights for decision-making.
- Led dashboard development from concept to implementation.
- Maintained high standards for data governance and visualization practices.
- Facilitated meetings for design, decision-making, and problem-solving.
- Managed reporting initiatives with accurate time and cost estimates.
Education
MBA -
Post Graduation
Uttarakhand , India 08.2007 - 08.2009
Skills
- Data visualization
- Tableau dashboard development
- Data extraction
- Advanced analytics
- Data Visualization & BI Tools: Tableau (Desktop & Server Certified), Power BI, Advanced Excel, VBA, Macros
- Data Management: SQL, PL/SQL, Salesforce Integration, Data Mining, Predictive Modeling
- Project & Process Management: Agile (Scrum, Kanban), Risk Management, Stakeholder Communication
- Domain Expertise: Health & Dental Insurance Claims, KPI Dashboards, Process Improvemen
- Reporting solutions
- Problem solving
- Agile methodologies
- Project management
- Tableau public
- Tableau desktop
- Tableau server
- Advanced calculations
- Tableau prep
- Data validation
- Data blending
Projects
- SELECTED PROJECTS
- Capacity & Time Utilization Dashboard – Optimized project prioritization and resource allocation.
- Project Priority & Delay Matrix Dashboard – Enhanced delivery planning and early risk detection.
- Business Partner Performance Scorecard – Boosted transparency in partner performance tracking.
- Anesthesia Service Payment Automation – Delivered annual savings of CAD 190,000.
- Alternate Payee Macro Enhancement – Saved CAD 76,000 annually through process automation.
Certification
- Tableau Desktop Certified Professional
- Tableau Server Certified Professional
- LOMA Certified & FLMI (Fellow, Life Management Institute)
- Advanced Insurance Certification
Award and Recognition
- GEM Award – 11 times
- Achiever Award – 3 times
- Above and Beyond Award
- Performer of the Quarter – 2 times
Languages
English
First Language
French
Elementary (A2)
A2
Hindi
Advanced (C1)
C1
Timeline
Tableau Developer
Sunlife Financial
12.2023 - Current
Lead Process Expert
Sunlife Financial
09.2011 - 12.2023
MBA -
Post Graduation
08.2007 - 08.2009
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