Data Analyst Senior

Pratik Shah

Senior Data Analyst Project Management Team Lead

New York *************@*****.*** 516-***-****

SUMMARY

Accomplished Senior Data Analyst with 22 years of experience analyzing and interpreting complex data sets to drive business decisions. Proven expertise in Project Management & Team Lead, leveraging analytical skills to lead cross-functional teams and deliver insights that improve operational efficiency and profitability. Strong ability to bridge the gap between data-driven insights and strategic decision-making in fast-paced environments. Strong problem-solving capabilities with an eye for detail and a deep understanding of business processes and IT systems.

CORE COMPETENCIES

Business Analysis: Requirement gathering, stakeholder management, process modeling, gap analysis, cost-benefit analysis

Functional Analysis: Business process improvement, system design, user acceptance testing (UAT), solution validation

Data Analysis: SQL, Excel, data mining, data visualization, statistical modeling, predictive analytics

Technical Analysis & Visualization: System architecture, Dynamics 365 (e.g., CRM, ERP, Field Service, Customer Service), Power BI (e.g., data modeling, DAX, visualizations), and ERP systems (e.g., SAP, Oracle, etc.). software development life cycle (SDLC), technical specifications, API integration

Tools & Technologies: SQL, Oracle, Power BI, JIRA, MS Visio, R, Python, Microsoft Azure Services, Enterprise Architecture, Git, GitHub

Business Intelligence & Reporting: Data warehousing, ETL processes, reporting tools, performance metrics, Data Modeling, KPI Dashboard

Agile Methodologies: Scrum, Kanban, Agile delivery, backlog management, sprint planning, JIRA, Confluence

Project Management: Agile, Waterfall, Change management, Risk & Time management

Collaboration & Leadership: Cross-functional Team Leadership (Leading a team of software engineers and analysts), Change Management, Strategic Planning

PROFESSIONAL EXPERIENCE

Senior Data Analayst, Data Modeler & Team Lead

UBS New York April 2022 - Present

Team Leadership & Coordination: Led a cross-functional team of data analysts, managing day-to-day tasks and project timelines while ensuring alignment with business objectives and delivering high-quality data models. "Implemented and customized Dynamics 365 ERP solutions, resulting in a 20% improvement in process efficiency".

"Developed and maintained Power BI dashboards to visualize key business metrics, enabling data-driven decision-making".

"Configured and maintained Dynamics 365 CRM, ensuring data integrity and user access".

"Led implementing a new ERP system, resulting in streamlined operations and reduced costs".

Data Modeling & Architecture: Designed and implemented complex data models, including logical, physical, and conceptual models, to support business intelligence, reporting, and predictive analytics. Utilized Enterprise Architecture.

Data Analysis & Insights: Led the analysis of large, complex datasets to extract meaningful insights and support business decision-making. Provided actionable recommendations based on data trends, patterns, and predictive models.

Data Warehouse Design & Management: Supported the design, development, and maintenance of data warehouses and data lakes, ensuring optimal storage, retrieval, and analysis of structured and unstructured data.

ETL Development & Optimization: Collaborated with development teams to create ETL (Extract, Transform, Load) processes to clean, transform, and load data into systems, ensuring data accuracy, integrity, and timeliness.

Reporting & Dashboards: Utilized tools like Power BI, and SQL to build interactive dashboards and reporting solutions, providing stakeholders with key performance indicators (KPIs) and business intelligence.

Project Management & Process Improvement: Managed multiple data projects from concept through execution, employing Agile methodologies to ensure timely delivery, and actively identifying areas for process optimization and efficiency improvements.

Advanced Analytical Techniques: Applied statistical methods, machine learning models, and data mining techniques to analyze business problems and improve decision-making.

Business Analyst & Data Analyst

Credit Suisse New York August 2016 - April 2022

Ledger & Sub-ledger: Managed the integrity and accuracy of financial data recorded in the General Ledger (GL) and sub-ledgers (Accounts Payable, Accounts Receivable, Fixed Assets, etc.), ensuring they reconciled with financial statements and reports.

Transaction Analysis & Reconciliation: Supported regular reconciliation of ledger and sub-ledger accounts to identify discrepancies, resolving them in a timely manner to maintain accurate financial reporting.

Data Integration & Solution Implementation: Collaborated with the IT and finance teams to ensure seamless integration between financial systems, assisting with the end to end solution of financial system and data flow through ledger and sub-ledger operations.

Journal Entries & Accruals: Assisted in the preparation and posting of journal entries, accruals, and adjustments to the GL and sub-ledgers, ensuring proper matching of financial data.

Month-End & Year-End Close: Supported month-end and year-end closing processes by ensuring timely and accurate updates to the GL and sub-ledgers, ensuring no delays in financial reporting.

Audit & Compliance Support: Ensured that all ledger and sub-ledger processes adhered to GAAP or other regulatory requirements, and supported external and internal audits by providing necessary documentation and insights into ledger activity.

Private Banking & Wealth Management IT - Trading Support Lead

Credit Suisse New York August 2008 - August 2015

Team Leadership & Support Management: Led a team of support analysts, overseeing daily operations and ensuring timely resolution of trading-related issues across multiple asset classes (e.g., equities, fixed income, derivatives).

Trade Monitoring & Issue Resolution: Acted as the primary escalation point for trade issues, including trade discrepancies, settlement failures, and system malfunctions, ensuring that trades were processed accurately and on time.

Operational Efficiency & Process Improvement: Identified process bottlenecks and recommended solutions to improve the speed and accuracy of trade execution, helping reduce errors and improve overall team efficiency.

Client & Stakeholder Communication: Acted as a liaison between trading desks, back-office operations, and technology teams to ensure smooth communication and quick resolution of issues impacting trading activities.

Incident Management & Escalation: Led critical incident management efforts, coordinating with IT, developers, and relevant teams to address system outages or trade failures promptly.

Programmer Analyst & Team Lead

Tata Consultancy Services (Client: Morgan Stanley) September 2005 – August 2008

Team Leadership & Coordination: Led a team of software engineers and analysts, ensuring project deliverables were met on time and in line with technical requirements.

Project Planning & Resource Allocation: Managed project timelines, assigned tasks based on team strengths, and ensured resource allocation for both development and testing phases.

Code Reviews & Quality Assurance: Conducted regular code reviews to ensure adherence to coding standards, best practices, and project guidelines, ensuring high-quality deliverables.

Cross-functional Collaboration: Worked closely with project managers, business analysts, and QA teams to ensure clear communication between technical and non-technical stakeholders, ensuring successful project delivery.

Client Interaction & Support: Acted as the primary point of contact for clients, gathering feedback, and ensuring that solutions met client expectations and specifications.

Developed and Implemented Solutions: Led the design, development, and implementation of software applications based on client requirements

Programmer Analyst

Cognizant Technology Solutions (Client: JPMC) India Aug 2003 – September 2005

Developed and Implemented Software Solutions: Design, development, and implementation of custom software applications based on client requirements

System Analysis & Design: Conducted requirements gathering sessions with business stakeholders, translated functional requirements into technical specifications, and designed system architecture and data models.

Code Development & Maintenance: Wrote efficient, scalable, and reusable code, maintaining and enhancing existing applications to meet evolving business needs.

Troubleshooting & Debugging: Identified and resolved complex bugs and performance issues across systems and applications, ensuring minimal downtime and seamless user experience.

Database Design & Management: Managed database design, optimization, and integration using SQL Server & Oracle databases.

Automation & Scripting: Developed automated scripts to streamline testing, deployment, and monitoring processes, significantly reducing manual errors and enhancing development cycle efficiency.

ADDITIONAL SKILLS

Experience to Lead a team of software engineers and analysts

Excellent communication, negotiation, and presentation skills

Strong analytical and problem-solving abilities

Ability to bridge the gap between technical teams and business stakeholders

Self-motivated with a focus on continuous learning and improvements

Adept in change management and implementing best practices

EDUCATION

Bachelor of Engineering in Electronics & Communication

Nirma Institute of Technology India Year 2003

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