Vishal Thakur
Business Intelligence & Financial Analyst
Hyderabad
Summary
Detail-oriented Business Intelligence & Financial Analyst with over 5 years of experience in data analytics, financial reconciliation, and business intelligence solutions. Expertise in Power BI, data visualization, financial reporting, and automation. Strong analytical skills, structured working style, and high accuracy in data processing. Seeking a challenging role in Germany to contribute expertise in financial analysis, business intelligence, and process optimization.
Overview
6
6
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Business Intelligence & Financial Analyst
Wells Fargo
12.2024 - Current
- Responsible for financial data reconciliation and reporting for institutional clients.
- Developing and maintaining Power BI dashboards to track key financial metrics and improve reporting accuracy.
- Ensuring data integrity and compliance with financial regulations.
- Automating financial data workflows, reducing manual efforts and increasing efficiency
Institutional Portfolio Accounting Analyst
Franklin Templeton
12.2022 - 12.2024
- Managed financial portfolio reconciliations and reported discrepancies to internal teams.
- Created Power BI dashboards and interactive reports to provide real-time financial insights.
- Automated reconciliation processes, reducing manual workload by 40%.
- Conducted data modeling and DAX calculations to enhance financial reporting accuracy.
- Provided key financial insights, aiding in regulatory compliance and decision-making.
Corporate Action & Pricing Analyst
Invesco
09.2021 - 12.2022
- Analyzed and processed corporate actions for investment portfolios.
- Conducted pricing comparisons for securities using Power BI to identify discrepancies.
- Ensured compliance with global pricing methodologies and regulatory standards
Transfer Agency Team
Franklin Templeton
06.2019 - 09.2021
- Managed mutual fund transactions and investor queries with a focus on accuracy and efficiency.
- Ensured compliance with financial regulations and improved operational workflows.
Education
Executive MBA - Finance
Indian Institute of Business Management
Meerut 05.2022
Skills
Technical skills
Business Intelligence & Analytics: Power BI, DAX, SQL, Excel (Advanced)
Financial Data Analysis: Institutional Reconciliation, OTC Derivatives, Portfolio Accounting
Data Visualization & Reporting: Power BI Dashboards, Data Modeling, Performance Analytics
Certification
CPT - foundation
Additional Information
- Open to relocation to Germany
- Strong analytical skills and structured working approach
- Passion for data-driven decision-making and business intelligence
- Active contributor to professional networking and learning communities
Timeline
Business Intelligence & Financial Analyst
Wells Fargo
12.2024 - Current
Power BI
11-2024
Institutional Portfolio Accounting Analyst
Franklin Templeton
12.2022 - 12.2024
Corporate Action & Pricing Analyst
Invesco
09.2021 - 12.2022
Transfer Agency Team
Franklin Templeton
06.2019 - 09.2021
CPT - foundation
05-2019
Executive MBA - Finance
Indian Institute of Business Management