Data Analyst Power Bi

Harika Punati

San Francisco, CA • 510-***-**** • **************@*****.*** • LinkedIn • GitHub

SUMMARY

Data Analyst with 3+ years of experience in financial services and product analytics. Automated reporting workflows that reduced manual effort by 40% and optimized ETL pipelines using AWS Redshift, Snowflake, and Databricks to cut processing time by 30%. Experienced in building predictive models that improved client retention, and developing dashboards used by leadership to guide data-driven decisions. Adept at bridging technical and business needs across wealth management, risk, and product analytics.

SKILLS

Programming & Data: SQL, Python (Pandas, NumPy), R, VBA, Bash, Excel (PivotTables, advanced formulas) BI & Visualization: Tableau, Power BI, ThoughtSpot, Qlik Sense ETL & Data Engineering: Alteryx, Databricks, Snowflake, Azure Data Factory, Informatica Cloud & Databases: AWS (S3, Redshift, Glue, RDS), Azure, Oracle, SQL Server, Teradata Analytics: Predictive Modeling, Forecasting, Time-Series, Client Retention Analysis, Risk Analytics, A/B Testing Collaboration & Tools: Salesforce Analytics, JIRA, Confluence, Git EXPERIENCE

JP Morgan San Francisco, CA

Data Analyst July 2023 – Present

• Built Tableau dashboards unifying AUM flows, advisor productivity, and client activity into one view, giving executives real-time KPIs that influenced investment strategies and client engagement actions.

• Automated recurring financial and compliance reports with Python, SQL, and Alteryx, reducing manual effort by 40% and improving reporting accuracy.

• Analyzed transaction, engagement, and portfolio data to identify at-risk clients and delivered reporting models that improved advisor outreach and client retention.

• Conducted ad-hoc performance analyses that uncovered gaps in incentive programs, informing redesigns that aligned with business goals.

• Developed dashboards and reports on client interactions and portfolio activity, providing visibility that supported next-best-action recommendations and personalization initiatives.

• Partnered with business, finance, and risk stakeholders to align reporting and analytics with strategic priorities, driving adoption of BI solutions across departments.

• Implemented data quality and governance checks (SQL/Python scripts) that improved reporting accuracy and ensured compliance with regulatory requirements.

• Trained business teams on Power BI and launched self-service reporting, cutting reliance on the central analytics team and speeding up access to insights.

OpsRamp (HPE) Hyderabad, India

Junior Data Analyst June 2021 – July 2022

• Wrote SQL queries and Python scripts to clean and validate telemetry data from servers, networks, and applications, ensuring accuracy of analytics used for monitoring and reporting.

• Developed real-time Power BI dashboards to track CPU usage, latency, and uptime, helping NOC teams reduce incident resolution time by 25% and making system health data accessible to non-technical staff.

• Analyzed performance anomalies and alerts to trace root causes of outages back to feature rollouts and infra changes, enabling faster fixes and more stable releases.

• Delivered feature-usage insights across customer segments that directly shaped product roadmap priorities and drove adoption improvements.

• Created reports from historical performance data that highlighted capacity trends and resource utilization, supporting proactive scaling decisions and reducing risk of downtime.

• Assisted in implementing Python-based validation checks to flag anomalies in telemetry data, improving monitoring accuracy and reducing false alerts.

EDUCATION

Master of Science in Data Analytics Engineering, Northeastern University, Boston, MA Bachelor of Engineering in Computer Science, SRM University, Amaravati, India

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