Richa Balani
Dallas · +1-945-***-****
*************@*****.*** LinkedIn GitHub Portfolio Website SUMMARY
• BI & Data Visualization expert with 8+ years of experience delivering enterprise-grade analytics solutions using Power BI, Tableau.
• Proven success in Azure & AWS cloud ecosystems (ADF, Databricks, Redshift, S3
• Certified Tableau Desktop Specialist with expertise in DAX, MDX, Power Query (M), SQL, and PL/SQL.
• Skilled in data modeling (Star/Snowflake), KPI-driven reporting, and executive dashboards for data-driven decision- making.
• Experienced in ETL pipelines (ADF, SSIS), data governance, and integrating enterprise systems (Salesforce, Genesys, Dataverse, Power Apps).
• Strong background in Python (Pandas, NumPy, Matplotlib), API integrations, and automation.
• Proven track record in Azure Cloud migrations, AWS data solutions, and performance tuning of analytical reports.
• Strong knowledge of data architecture and ETL best practices, optimizing data pipelines using Azure Data Factory
(ADF), SSIS, and Alteryx for efficient data transformation.
• Experience in real-time data processing and analytics using Databricks, Delta Lake, and Azure Synapse Analytics to build scalable, high-performance solutions.
• Proficient in designing and implementing row-level security (RLS) and object-level security (OLS) in Power BI and Tableau to protect sensitive data.
WORK EXPERIENCE
Technical Business Analyst Morgan Stanley Mar 2025 – Present
• Migrated enterprise-wide dashboards from Tableau to Power BI, streamlining reporting processes and ensuring consistency in business intelligence across departments.
• Developed 15+ advanced, interactive Power BI dashboards leveraging complex data modeling, calculated tables, and DAX measures to drive strategic decision-making across finance, sales, and operations.
• Integrated Python scripts in Power BI for predictive analytics and data science-driven insights, enabling proactive business strategies and anomaly detection.
• Leveraged Microsoft Copilot in Power BI to accelerate report generation, automate DAX, and enhance data storytelling
• Built Python-based anomaly detection scripts, improving data quality by 80% and reducing reporting discrepancies across global business units.
Business Analyst Tata Consultancy Services (TCS) Aug 2023 - Feb 2025
• Developed interactive Power BI dashboards for tracking portfolio performance and project metrics.
• Optimized Azure Data Factory (ADF) pipelines, improving ETL performance by 40%, reducing data refresh time from 5 hours to 3 hours, and ensuring near real-time analytics.
• Optimized Power BI dashboards, improving report load time by 45% through efficient data modeling and performance tuning.
• Developed 15+ enterprise-level Power BI dashboards, driving data-driven decision-making across finance, sales, and operations teams.
• Reduced manual reporting time by 50% using Power Automate and Azure Logic Apps, automating report generation and distribution.
• Developed Python automation scripts using Pandas & Matplotlib, reducing manual reporting efforts by 20+ hours per week, improving data accuracy and efficiency.
Senior Data Analyst Optum Global Solutions Apr 2019 – Mar 2023
• Designed customer experience dashboards integrating Genesys Call Center, IVR, and CRM data.
• Led migration of Tableau reports to Power BI, improving performance by 30%.
• Developed 20+ Tableau dashboards for project tracking, reducing project delays by 25% through real-time visibility into resource utilization.
• Reduced Tableau dashboard load times by 40% by optimizing queries and leveraging indexed extracts.
• Integrated Tableau with Azure Data Warehouse and Snowflake, enabling real-time insights and reducing data latency by 60%.
• Developed Python scripts for automated data extraction & transformation from multiple sources. Business Analyst JSW Steel & Energy Limited Oct 2010 – May 2016
• Understanding of Configuration skills and implementation base experience in SAP Sales and Distribution.
• Successfully defined the requirements for each customer and coordinated with various internal and external resources to deliver the service or project.
• Defining and Assigning organization structure in Customization
• Configuration of customer master data, material master data, and CMIR.
• Configuration of Pricing Procedure using Condition Technique: Condition Table, Access Sequence, Condition Type, condition record, and Assigning Pricing procedure.
• Worked on different Sales Document Types, Item categories, Schedule Line Categories, and their Automatic determinations into the sales order processing.
EDUCATION
Executive Post Graduate Diploma in Management Alliance School of Business Finance Bachelor of Engineering University of Rajasthan Electrical (Hons) CERTIFICATION
Tableau Desktop Specialist Tableau
Certification in Data Science Acadgild
Project Management Professional (PMP)® PMI
Professional Scrum Master 2 Scrum.org