Data Analyst Power Bi

Mamata

Gender: Female work experience: * years

DOB: 02/19 Residence: USA Telephone: 978-***-**** Mail: *************@*****.***

Professional Summary

5+ years of industry experience as a Data Analyst and Document Review Specialist with deep expertise in Data Modeling, ETL processes, Data Warehousing, Business Intelligence (BI) tools, document reviewing, and data management across financial, insurance, support, and marketing domains.

Proficient in leveraging SQL, Excel, Power BI, and Tableau for data analysis, dashboard development, and ad-hoc reporting to support business decisions.

Utilized advanced Excel functions and formulas to analyze investment data and generate comprehensive reports.

Skilled in writing complex SQL queries for data extraction, data cleaning, joins, subqueries, and aggregation from large-scale relational databases (e.g., SQL Server, MySQL, Oracle).

Experienced in improving call center reporting, conducting data quality checks, supporting data migrations, and developing reports to aid executive decision-making.

Skilled in conducting predictive analytics, statistical modeling, and data mining to drive insights across cross-functional departments.

Leveraged SQL queries to extract and manipulate data from databases, ensuring the accuracy and completeness of reports.

Extracted and analyzed large datasets using SQL and Excel, identifying key trends and business insights.

Built and maintained interactive dashboards using Power BI and Tableau to visualize KPIs and operational performance.

Collaborated with cross-functional teams to understand data needs and translate them into actionable reports.

Conducted ad-hoc analysis and developed automated reporting solutions to improve decision-making efficiency.

Ensured data accuracy and integrity through consistent data validation and quality control checks.

Provided training and knowledge transfer to team members based on client requirements, enhancing team capabilities and performance.

Implemented dynamic Excel dashboards with slicers and interactive charts, enhancing data visualization processes and increasing data accuracy.

Utilized Power BI’s DAX language to create complex calculated measures for in-depth financial analysis.

Developed Power BI dashboards with embedded Excel elements to leverage the strengths of both platforms for comprehensive data visualization.

Utilized Tableau to create interactive dashboards and visualizations for data analysis, facilitating data-driven.

Integrated Excel and Power BI dashboards to establish a seamless reporting environment, enabling real-time data updates and interactive analysis.

Optimized dashboard performance through data source tuning, query optimization, and visual best practices.

Experienced in collaborating with engineering, IT, and executive teams to implement BI solutions, improve workflow efficiency, and meet stakeholder data needs.

Previously worked as an Underwriter in the mortgage domain, with a solid understanding of the 4 C's of Underwriting (Capacity, Credit, Cash, Collateral), and hands-on experience with Fannie Mae and Freddie Mac documentation (credit reports, W-2s, bank statements, tax returns, property valuations).

Handled document verification, customer communication, and quality reviews, along with preparing financial statements and resolving escalations in collaboration with US-based teams.

Skilled in team coordination, including assigning tasks, training new hires, maintaining performance trackers, conducting huddles, and auditing work for accuracy as part of QA processes.

Technical Skills

Languages/Tools: SQL, Python, R, Excel, Power BI, Tableau, Google Sheets

Data Management: Data Cleaning, Data Wrangling, Data Transformation (ETL), Data Integration

Statistical Analysis: Descriptive & Inferential Statistics, Regression, Predictive Modeling, A/B Testing

Visualization & Reporting: KPI Dashboards, Data Storytelling, Ad-hoc Reporting, BI Tools

Cloud & Platforms: AWS, Google Cloud Platform, Snowflake, Oracle Fusion, Salesforce

Other Tools: Jupyter Notebooks, Git, Power Query, Google Data Studio, VS Code

Work experience

Infosys, Bangalore Jan 2021 - May 2023

Role: Data Analyst

Project Description:

Worked on automating reports and building dashboards to support call center, finance, and marketing teams. Used SQL, Excel, and BI tools to improve data accuracy and help teams make better decisions. Also supported data migration and QA testing for reporting systems.

Responsibilities:

Analyzed, and validated business requirements to identify BI redesign opportunities and demonstrated how technology solutions supported re-engineered business process flows.

Acted as the primary point of contact for addressing the reporting needs of Call Center executive management.

Automated recurring call center reports, reducing manual effort and ensuring executives had access to up-to-date metrics for informed decision-making.

Collaborated with operations teams to translate KPI targets into measurable dashboard elements, aligning reporting outputs with business goals.

Built trend analysis reports highlighting peak call times, helping leadership optimize shift scheduling and manage resource allocation effectively.

Developed reports benchmarking agent productivity, enabling leadership to recognize top performers and identify areas for coaching.

Led data integration and data migration efforts, merging business applications and data repositories between organizations.

Conducted regular JAD (Joint Application Design) sessions with cross-functional teams to identify and document opportunities for new technology solutions, providing recommendations for technology selection.

Created new reporting solutions and implemented dashboard technologies aligned with business rules and workforce management reporting, improving call center workflow efficiency.

Worked with IT and Engineering teams to successfully upgrade and maintain multiple applications and reporting migration projects.

Contributed to regular report generation, predictive modeling, and data mining efforts using SQL Server Integration Services, Microsoft 365 tools, Excel, and Access.

Supported various domains with BI solutions and statistical analysis, leveraging experience across industries due to the company’s service-based model.

Identified data discrepancies in business reports that impacted the accuracy of financial reporting, and resolved critical data quality issues.

Collaborated regularly with engineering teams, participating in meetings to help correct and explain data tables and SQL queries, improving their understanding of underlying data structures.

Conducted research, troubleshooting, and maintenance of Adobe Analytics tools to ensure the integrity of reporting data elements.

Maintained records of web traffic and user trends using Adobe Analytics Report Builder and prepared actionable reports for business users.

Enabled efficient data workflows by advocating and implementing SQL and Excel-based solutions for data transformation, mapping, and migration across multiple client systems.

Extracted and analyzed data from linked servers using advanced SQL queries, integrating data-sets across Oracle and SQL Server environments.

Developed and delivered SSRS and Hyperion reports to visualize risk indicators and geolocation-based analytics, supporting strategic decision-making.

Executed Quality Assurance (QA) processes by developing detailed test cases and comprehensive test plans for data warehouse initiatives, ensuring data accuracy and reliability.

Captured and defined detailed data requirements for strategic projects focused on marketing analytics and multi-channel performance evaluation.

Role: Senior Process Executive Feb 2019 - Jan 2021

Responsibilities:

Reviewed mortgage loan applications by verifying borrower documentation in alignment with the 4 C’s of Underwriting – Capacity, Credit, Cash, and Collateral.

Analyzed documents including credit reports, Pay-stubs, W-2 statements, bank statements, tax returns, and property appraisals to ensure compliance with Fannie Mae and Freddie Mac guidelines.

Handled various scenarios related to document discrepancies and customer requests through email communication, ensuring timely resolution and regulatory compliance.

Conducted quality checks and decision reviews for complete loan packages to ensure underwriting accuracy and completeness.

Prepared financial statements based on borrower income and expenses to support loan eligibility assessment.

Acted as a liaison with associates and US-based client teams to address process escalations, resolve queries, and maintain smooth workflow operations.

Compiled and monitored daily/weekly performance reports for associates, tracking productivity and quality.

Conducted daily team huddles, documented minutes, and communicated key updates to ensure team alignment.

Maintained and updated various operational trackers, as well as production and quality reports on a daily and monthly basis.

Performed daily audits of agent entries as part of the Quality Assurance (QA) function, ensuring compliance and data accuracy.

Assigned workloads to team members, provided task management, and supported performance improvement initiatives.

Delivered practical training and On-boarding for new hires, enabling a smooth transition into the process.

Created and maintained prior services boarding files for efficient assignment and tracking within the team.

Education:

Masters in Commerce - Vijayanagar Sri Krishnadevaraya University, Bellary

Masters in Computer Information Systems - Rivier University, Nashua

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