Data Analytics Financial Services

MITALI BHAGWANSHI

Dallas, TX ***** 512-***-****

***********@*****.*** https://www.linkedin.com/in/mitalibhagwanshi/

PROFESSIONAL SUMMARY

Strategic Advisor, Business Operations, and Data Analytics Leader with over 10 years of experience in top-tier management consulting, technology, and operations. Proven ability to adapt expertise in operations, compliance, and data analytics to diverse industries, including financial services, driving process improvements and strategic decision-making. Expertise in working on projects with Consulting firms like E&Y, Deloitte and Accenture, advising senior management through strategic business consultation, developing actionable recommendations, and driving data-driven decision-making. Skilled in developing and implementing processes for auditing files, reports, and financial records to ensure compliance with relevant laws and regulations. Adept at communicating strategically with senior management and clients to align data strategies with business objectives. Extensive experience in developing innovative reporting solutions, including executive dashboards and integrated reporting packages (Tableau and Microsoft Power BI). Certified in LEAN Six Sigma, SAFe Agile, and Agile Leadership (CAL-T and CAL-E), with a strong track record of enhancing operational efficiencies through automation and scalable data solutions.

CORE COMPETENCIES

Vendor Management & Access Reviews

Risk Analysis & Mitigation

Data Analytics & Reporting (Tableau, Power BI)

Financial Services Operations & Reporting

Data Model and Data Hub Design

Business Intelligence and Reporting Tools (BIRT)

Strategic Business Consultation

Agile Methodologies & Lean Six Sigma

Compliance & Auditing Processes

Merger & Acquisition Reporting

Executive Communication

Architecture Design and Solutions

Executive Dashboards and Reports

Project and Program Management

Advanced Excel & Data Visualization

Business Process Improvement and Optimization

Cross-Functional Team Leadership

Workday Reporting Expert

Performance Evaluation & Continuous Improvement

Strategic Planning and Advisory

Problem Solving & Decision Making

Merger & Acquisition Reporting

Objective Key Results Planning (OKR Coach)

Change Management & Service Delivery

WORK EXPERIENCE

Data Analytics Manager & Global Technology Operations Lead

VMware by Broadcom, Dallas, TX Apr 2022 – Present

BI & Data Analytics: Managed cross-functional teams to streamline operational processes, ensuring compliance with regulatory standards and improving reporting accuracy

Strategic Business Consultation: Advised senior management on data-driven insights and actionable recommendations, driving organizational growth by 37% and securing strategic investments worth over $24M.

Innovative Reporting: Developed and maintained executive dashboards and scorecards, providing actionable insights into senior management and driving strategic decision-making and improving operational productivity by 79%.

Compliance & Auditing: Established processes for auditing files, reports, and financial records, ensuring compliance with relevant regulations and improving data quality through automation.

Cross-Functional Leadership: Led cross-functional go-to-market workstreams, aligning business strategy with operational execution and driving digital transformation initiatives.

Performance Evaluation: Evaluated team performance through regular feedback, ensuring exceptional service delivery and fostering a culture of continuous improvement.

Data Team Lead - Product Program Manager (User Experience)

VMware, Dallas, TX Aug 2019 – Mar 2022

Innovative Reporting Solutions: Led a team of 5-10 analysts, fostering collaboration and delivering data-driven solutions to optimize operational efficiency

Data-Driven Decision Making: Acted as a strategic advisor in data analysis, providing actionable insights that drove business growth and optimized product investments.

Advanced Excel & Financial Modeling: Developed financial models and tools, saving $4.2M and enabling accurate budget forecasting for IT licensing.

Customer-Centric Approach: Partnered with cross-functional teams to identify process improvements and implement scalable solution keeping customers first approach.

Senior Business Systems Analyst

VMware, Austin, TX Jun 2017 – Jul 2019

Data Analytics & Automation: Enhanced data quality and operational efficiency through automation, specializing in advanced insights using Tableau, Power BI, and SQL Server.

Process Improvement: Conducted root cause analyses and implemented process improvements, resulting in significant cost savings and operational efficiencies

ETL Solutions & Reporting: Delivered ETL solutions and database objects focused on key performance indicators, driving business insights and operational improvements.

Technical Analyst & Process Improvement Intern

VMware, Austin, TX May 2016 – Dec 2016

Process Improvement: Implemented ITIL and Six Sigma methodologies to enhance technical documentation and business processes, optimizing user experience and information accessibility.

Data Integration: Elevated reporting performance and data integration in the ServiceNow Dashboard, streamlining operations and enhancing decision-making processes.

Systems Engineer

Tata Consultancy Services Mumbai, India Sep 2012 – Jul 2015

Lean Six Sigma Projects: Lean Six Sigma projects, driving operational improvements and conducting root cause analyses, resulting in significant cost savings and efficiency gains.

Created bandwidth utilization and metrics analysis reports, reducing overutilization and enhancing cost-effectiveness.

Achieved significant operational management improvements, including halving incident ticket numbers and saving $55K annually.

EDUCATION & CERTIFICATIONS

Master’s degree in management information systems - Southern Methodist University

Product Management Degree - Stanford University

Diploma of Education -- Management Essentials - Harvard University

Diploma of Education -- Leadership Principles - Harvard University

Bachelor of Engineering -- Information Technology - Rajiv Gandhi Prodyogiki Vishwavidyalaya

Certified SAFe 5 Agilist - Scaled Agile 2023

Lean Six Sigma Green Belt

Microsoft Certified Professional & Microsoft Certified Solutions Associate

ITIL V3 Foundation Certification in Service Management

Certified OKR Coach

Certified Agile Leader (CAL-E/T)

HONORARY AWARDS

CIO Award 2023 VMware Steller Performance Award Certificate of Recognition, VMware

Outstanding Performance and Extra Initiative Award, Toys R Us

Tata Consultancy Services on the Spot Award and Best Team

Member of Diversity Equity & Inclusion

Women Power of Difference (POD Women in Tech, Women Who Code

VM Inclusion (VMware)

Tata Quality Audit System (TQAS)

TECHNICAL ACUMEN

Data Analytics & Visualization: Tableau, Power BI, ThoughtSpot

Advanced Excel & Financial Modeling: MS Excel, Financial Modeling Tools

Microsoft Tools: Access, Excel, PowerPoint, Power BI

Compliance & Auditing Tools: SAP BO, SAP HANA, SAP FIORI, SAP Success Factor

Agile, Product & Project Management: JIRA, Smartsheet, Microsoft Planner, Agile Methodologies, Figma, Upwork, Visio, Mixpanel

Programming & Scripting: SQL, Python, R, Java, HTML5, XML, JSON, JavaScript

Database and Cloud Platforms: Hadoop, HIVE, SQL Server, Azure, AWS

Collaboration Tools: Microsoft Viva, O365, Webex, GSuite, Zoom, Slack, Confluence, GitLab

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