Data Analyst Financial

VENKATA SAI JAGADEESH KUMAR DESU

+1-609-***-**** *******************@*****.*** www.linkedin.com/in/jagadeesh-k-460a18136 SUMMARY

Financial Data Analyst with 3+ years of experience optimizing processes and providing data-driven insights that improved efficiency by 20%. Proficient in SQL, Python, and Power BI, with a strong ability to collaborate across teams to drive growth and ensure compliance. Skilled in streamlining operations and enhancing business performance through data analysis. Currently working as a Financial Data Analyst Volunteer at SYGNUSIT, gaining hands-on experience in financial reporting, forecasting, and data visualization to support strategic decision-making. EXPERIENCE

Financial Data Analyst ( Volunteer) Sygnus IT July 2024 – Till Now

• Leveraged Excel and Power BI to design dashboards and visualizations, making intricate financial data accessible for stakeholders.

• Identified & resolved discrepancies, preventing $100K+ in potential losses and ensuring compliance.

• Uncovered financial discrepancies and applied strategies to minimize risks.

• Applied latest financial regulations, improving reporting accuracy by 20%, reduced compliance errors.

• Created detailed technical reports highlighting findings to diverse stakeholders. Financial Analyst ICICI Bank Ltd Nov 2020 – May 2022

• Analyzed financial data to uncover $500K in savings and a 20% efficiency gain, while reducing report turnaround time by 30%.

• Led cross-functional teams to implement data-driven solutions, utilizing Power BI to enhance financial reporting, visualization, and decision-making accuracy.

• Conducted comprehensive financial risk assessments, developing strategies that mitigated risks and improved operational performance by 15%.

Business Development Trainee ICICI Bank Jun 2020 – Jul 2020

• Led client acquisition strategies and developed targeted marketing campaigns, achieving a 20% increase in new account openings in two months.

• Refined internal processes, improving customer service efficiency by 25% and ensuring alignment with industry trends and best practices.

• Collaborated with cross-functional teams to implement initiatives that enhanced customer retention, operational performance, and service delivery.

Tax Return Preparer Trainee ISIReddy and Associates May 2019 – Dec 2019

• Conducted detailed tax scenario analysis, identifying opportunities to optimize tax strategies and uncovering potential savings of up to $50K annually for clients.

• Streamlined data entry processes by introducing automation and improved procedures, reducing errors by 10% and significantly increasing overall team efficiency.

• Filed accurate and timely tax returns, ensuring full regulatory compliance and reducing processing time by 15%, minimizing risks of errors or audits.

EDUCATION

Masters in Information Assurance in IT Graduation: Apr 2024 Wilmington University CGPA: 3.67/4.00

• Relevant coursework: Data Security, Risk Management, IT Governance, Data Privacy. Post Graduate Diploma in Banking and Finance Management Graduation: Dec 2020 Manipal University Bangalore, India

Grade: A

• Specialization in Banking Operations, Financial Risk Management, and Investment Analysis. CERTIFICATIONS

• Technology Entrepreneurship Program (TEP), Indian School of Business (ISB)

• Certified Business Analyst

• Certified Banker

PROJECTS

Financial Performance Dashboard Development Wilmington University, Wilmington, USA

• Developed a Power BI dashboard to analyze financial metrics, integrated real-time data from SQL Server and Excel, and used Python to build predictive models for revenue forecasting. Risk Management in Corporate Banking Manipal University, Bangalore, India

• Conducted credit risk assessments for loans over 25 crore, implemented market risk tools reducing exposure by 15%, and streamlined processes, boosting efficiency by 20%. Digital Transformation Roadmap for a Mid-Sized Enterprise Indian School of Business (ISB)

• Assessed digital maturity and identified technology gaps for a mid-sized enterprise, proposing a phased plan for CRM and ERP integration, along with a cost-benefit analysis to justify investments to leadership. SKILLS

• Data Visualization (Tableau)

• Financial Analysis & Reporting

• SQL & Python Programming

• Risk Management (Credit & Market)

• Strategic Planning

• Process Optimization

• Cross-Functional Collaboration

• Digital Transformation

• Business Process Optimization

• Stress Testing

• Market Risk Monitoring

• Business Development

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