Meenakshi Dutta
Address: Marina F ***, Casa Rio, Palava City, Kalyan Shil Road, Dombivali (E), Thane – 421204 Mobile: 928-***-****/916-***-**** Email: *.*******@*****.*** Date of Birth: 15th October, 1978 Business Analyst (MIS)/Developer (VBA, SQL, Power BI, Python, Alteryx) with 15+ years of professional experience, proficient in designing dashboards and financial models, drawing insights and giving recommendations, automating Microsoft Office applications, creating process documents and business research reports, conducting trainings, managing projects, teams and stakeholders. Skills:
Technical: •Microsoft Excel (Advanced) •VBA (Advanced) •Microsoft Access (Intermediate) •SQL
(Intermediate) •Power BI (Intermediate) •Python (Basic) •Alteryx (Basic) •Microsoft Word (Basic)
•Microsoft PowerPoint (Basic) •Microsoft Outlook (Basic) •Microsoft SharePoint (Basic) •Jira (Basic) Functional: •MIS Reporting •Automation •Data Modelling (Cleansing, Mapping, Validation, Consolidation, Reconciliation, Analysis) •Business Analysis •Statistical Analysis •Financial Modelling
•Business Research •Mortgage Operations •Capital Markets Operations •Insurance Operations Managerial: •Cost Saving •Time Saving •Process Improvement •Revenue Enhancement •Penalty Avoidance •Design Thinking •Critical Thinking •Problem Solving •Team Management •Stakeholder Management •Project Management •Learning and Development Education:
Bachelor of Science (Physics) - Indira Gandhi National Open University West Bengal Council of Higher Secondary Education (Science) - Jogomaya Devi College West Bengal Board of Secondary Education - Carmel Convent Certifications:
• Introduction to SQL: Google for Developers
• Databases for Developers – Foundations: Oracle
• Data Loading and Visualization in Power BI: Infosys Springboard
• Basics of Power BI: Cambridge International Qualifications, UK
• Basics of DAX in Power BI: Cambridge International Qualifications, UK
• Basics of Data Visualization Using Python: Cambridge International Qualifications, UK
• Introduction to Generative AI: Google Cloud Skills Boost
• Introduction to Large Language Models: Google Cloud Skills Boost
• Statistics Fundamentals: Corporate Finance Institute
• Data Analytics for Lean Six Sigma: University of Amsterdam
• Project Management With Jira: Reliance Foundation Skilling Academy
• Design Thinking: HP Life
• Basics of Finance: HP Life
• Profit & Loss: HP Life
• Cash Flow: HP Life
• Inventory Management: HP Life
• Finance for Non-Finance Professionals: Rice University
• Stock Market Basics: Quantinsti
• Python for Trading Basics: Quantinsti
• Accounting Fundamentals: TCS iON
• Understanding Mutual Funds and Role of a Transfer Agency: TCS iON
• Mathematics of Investing: Franklin Templeton Academy for Investors
• Selecting an Equity Fund: Franklin Templeton Academy for Investors
• NSE Certified Capital Markets Professional: National Stock Exchange Work Experience:
Company: KG Information Systems Private Limited (KGiSL) Client: Deutsche Bank Designation: Project Lead Domain: Banking, Financial Services and Insurance Tenure: Sep 2024 – Sep 2025 Reason for resignation: Closure of contract with the client Company: DISYS India Private Limited Client: Morgan Stanley Designation: Subject Matter Expert Consultant Domain: Legal and Compliance Tenure: Sep 2022 – Sep 2023 Reason for resignation: Closure of contract with the client Company: Citicorp Services India Private Limited
Designation: Operations Support Analyst Domain: Human Resources Tenure: Jun 2020 – Apr 2022 Reason for resignation: Short term project Company: Wipro Business Process Services Client: Health Plan Services Designation: Deputy Manager Domain: Healthcare Insurance Tenure: Dec 2017 – Dec 2019 Reason for resignation: Short term project Company: Accenture Services Private Limited Client: AT&T Designation: Subject Matter Expert Domain: Telecom Tenure: May 2013 – Jul 2017 Reason for resignation: Closure of contract with the client Company: Integreon Managed Solution India Private Limited Client: Eversheds Designation: Specialist - MIS Reporting & Analytics Domain: Legal Tenure: May 2011 – Dec 2012 Reason for resignation: Closure of contract with the client Company: Willis Processing Services (India) Private Limited Designation: Senior Associate Domain: Insurance
Tenure: Sep 2008 – Aug 2010 Reason for resignation: Rotational shifts Rewards and Recognition:
• Superior Performance Award for Responsibility and Commitment
• Numero Uno
• Champions Trophy
Projects:
Advanced Visualizations: Designed a Gantt Chart to track IT project schedules, a Funnel Chart to show the decrease in the number of candidates as they flow from one stage to another in a recruitment pipeline, a Gauge Chart to track the performance of a stock against the target defined by its highest price over a month, a Sankey Diagram to aggregates sales volumes and values across categories, segments and markets connected with flowlines, a drilled down Radar Chart to compare the median income and purchases of customers of a retail giant across segments and a Calendar Heat Map with a slicer to compare daily, monthly and quarterly oil and gas prices over 5 years. Technology: Power BI Domain: IT, Human Resources, Capital Markets, Retail, Oil and Gas LCDCoE QA Workpapers: Designed and automated a dashboard to screen the source data, highlight discrepancies, create comments columns equal to the number of test step columns, add data validation to test step and comments columns, apply conditional formatting to test step results, compute and format the final test result, validate comments, highlight discrepancies, classify, count and concatenate IDs by comments and mail it to stakeholders.
Technology: Microsoft Office, Visual Basic for Applications (VBA) Domain: Legal and Compliance APCRC Dashboard/Deck: Designed and automated a dashboard to screen the source data, highlight discrepancies, copy it to a dashboard, add formula columns, summarize and format data over rolling 5 quarters, copy it into tables, charts and textboxes in the deck and mail it to stakeholders. Technology: Microsoft Office, Visual Basic for Applications (VBA) Domain: Legal and Compliance Citi Weekly Supplemental Headcount Report: Automated the quality check of a dashboard to screen the source data, highlight discrepancies, match comparable data points, check horizontal and vertical calculations and mail it to stakeholders.
Technology: Visual Basic for Applications (VBA) Domain: Human Resources Form Automation: Designed and automated an ITR form to screen the source data, highlight discrepancies, look up companies based on their PAN numbers, populate the form with company specific information, calculate taxes, copy the form to a new workbook and mail it to stakeholders. Technology: Microsoft Office, Visual Basic for Applications (VBA) Domain: Banking Variance Analysis Report: Designed and automated a dashboard to identify, categorize and report discrepancies in financial data for the IT team to identify and resolve data integrity issues, analyse MoM/QoQ/YoY performance trends of healthcare insurance companies in terms of new cases, dropouts and carry forwards, compute basic statistics, summarize findings and mail it to stakeholders. Technology: Microsoft Office, Visual Basic for Applications (VBA), SQL Domain: Insurance Competitive Analysis Report: Designed and automated a financial model to perform vertical, horizontal and ratio analysis of financial statements, summarize findings and mail it to stakeholders. Technology: Microsoft Office, Visual Basic for Applications (VBA) Domain: Insurance, Telecom Supplier Performance Tracker: Designed and automated a dashboard to analyse MoM/QoQ/YoY performance trends of telecom companies in terms of order volumes and values, bidding behaviour, technical feasibility, compute basic statistics, summarize findings and mail it to stakeholders. Technology: Microsoft Office, Visual Basic for Applications (VBA) Domain: Telecom Leased Line to Ethernet Migration Tracker: Designed and automated a dashboard to track the migration of circuits from Leased Line to Ethernet, billing of ceased circuits and calculate savings. Technology: Microsoft Office, Visual Basic for Applications (VBA) Domain: Telecom Order Trends Report: Designed and automated a dashboard and deck to analyse MoM/QoQ/YoY performance trends of a retail giant in terms of order quantities, volumes and values, by customers, cities, categories, products, shippers and suppliers, compute basic statistics and summarize findings. Technology: Microsoft Office, Visual Basic for Applications (VBA), SQL Domain: Supply Chain Sunrise Bakery: Designed and automated a financial model to compute discounted and free cash flows, payback period, net present value, internal rate of return, financial ratios, weighted average cost of capital, compounded annual growth rate, analyse YoY performance trends on financial terms, compute basic statistics, summarize findings and mail it to stakeholders. Technology: Microsoft Office, Visual Basic for Applications (VBA) Domain: Retail