Data Analyst Business

Akhilesh Obalannavar Business Data Analyst

CA, USA +1-747-***-**** EMAIL

SUMMARY

Business Data Analyst with 5 years of experience in banking, healthcare, and retail. Expertise in BI dashboard development

(Power BI, Tableau, QlikView, Business Objects) and ETL pipelines using SQL, Python, and RPA automation. Skilled in BPMN process modeling, workflow automation, and ERP/CRM integrations to enhance efficiency and compliance. Adept at translating requirements into BRD/FRD documentation and delivering defect-free solutions through Agile collaboration, driving faster decision-making, cost savings, and improved customer satisfaction. TECHNICAL SKILLS

Data Analysis & Visualization: Power BI, Tableau, QlikView, KPI Dashboard Development, Business Objects (BIC), SSRS, Data Transformation, Data Cleansing, Financial Forecasting, KPI Tracking Frameworks Database & ETL: SQL, T-SQL, Microsoft SQL Server, ETL Development, ETL Pipelines, Data Warehousing, Stored Procedures, Functions, Triggers, Data Integration, Data Validation

Automation & RPA: Robotic Process Automation (RPA), Robotic Desktop Automation (RDA), Pega BPM, Process Automation, VBA, Python Testing & Quality Assurance: Functional Testing, Integration Testing, Unit Testing, UAT, Regression Testing, Test-Driven Development, Jest, JUnit

Business Analysis & Process Modeling: Requirements Gathering, Business Process Modeling (BPMN, Visio), Gap Analysis, SWOT Analysis, Cost-Benefit Analysis, Root Cause Analysis, Process Improvement, Supply Chain Analysis, JAD Sessions, BRD, FRD, As-Is/To-Be Documentation Methodologies & Tools: Agile (Scrum, Kanban), JIRA, Confluence, CRM, ERP, Swagger, Trello, Six Sigma Green Belt, Linux PROFESSIONAL EXPERIENCE

Cathay Bank, USA Mar 2024 – Aug 2025

Business Systems Analyst

Project: Enterprise Loan Processing Modernization

• Designed Power BI dashboards integrating SQL Server data, providing executives with daily loan portfolio insights, enabling proactive decision-making and improved compliance monitoring across all U.S. banking regions.

• Automated ETL pipelines using Python and VBA for financial reporting, reducing month-end processing time by 40% and eliminating manual data entry errors in loan and customer account reconciliation reports.

• Conducted BPMN-based process modeling in Visio to identify inefficiencies, implementing workflow automation that shortened loan approval cycles by 15% and improved customer satisfaction scores in quarterly surveys.

• Facilitated JAD sessions with cross-functional teams, translating complex business requirements into BRD and FRD documentation for CRM and ERP integrations, aligning deliverables with banking regulatory compliance requirements.

• Oversaw UAT, regression, and integration testing for core banking platform upgrades, ensuring zero high-severity defects in production and achieving full stakeholder approval before deployment to 200+ branch locations. Notable, USA Jun 2023 – Mar 2024

Business Data Analyst I

Project: Healthcare Engagement Analytics Platform

• Built KPI dashboards in QlikView and SSRS tracking patient engagement metrics, enabling healthcare providers to identify outreach gaps and improve patient follow-up compliance by 18% over six months.

• Developed T-SQL-based ETL pipelines integrating CRM and ERP datasets into a centralized warehouse, ensuring consistent, validated data for analytics across multiple healthcare service lines and marketing campaigns.

• Performed gap analysis and root cause analysis for patient onboarding delays, introducing RPA automation to streamline document processing, reducing average onboarding time by 30% within three months.

• Designed interactive Tableau dashboards visualizing appointment adherence trends, supporting operational managers in resource allocation and scheduling optimization across multiple healthcare facilities in the network.

• Collaborated in Agile Scrum sprints using JIRA and Confluence, ensuring analytics deliverables were completed on schedule and aligned with HIPAA compliance requirements for patient data privacy and security. Tvisha Infotech Technologies, Ltd, India Jun 2019 – Jul 2021 Business Data Analyst

Project: Retail Sales and Inventory Analytics System

• Created Business Objects (BIC) dashboards for retail clients, tracking sales trends, inventory turnover, and regional performance, enabling management to optimize procurement and improve stock availability across stores.

• Developed ETL processes in SQL Server with stored procedures and validation scripts, ensuring high data quality for executive-level reporting and predictive analytics initiatives.

• Conducted cost-benefit analysis for RPA-based invoice processing automation, reducing manual workload by 25% and cutting operational costs by 15% annually.

• Documented As-Is and To-Be process flows for ERP upgrade projects, ensuring smooth system migration and minimal disruption to ongoing retail operations.

• Performed functional and unit testing for ERP modules, confirming feature alignment with documented business requirements before final release to production environments.

Business Analyst Jun 2018 – Jun 2019

Project: Loan Origination Workflow Optimization

• Gathered business requirements from stakeholders and documented workflows, focusing on CRM enhancement to streamline loan application processing and reduce customer turnaround times.

• Conducted SWOT and gap analysis for origination processes, recommending policy and system changes that increased operational efficiency by 12% within the first quarter.

• Built KPI dashboards in Power BI tracking loan performance, approval rates, and processing timelines, enabling data-driven decision- making for lending teams and compliance officers.

• Supported Agile project delivery using JIRA, tracking sprint progress, resolving blockers, and maintaining alignment with project scope and delivery timelines.

EDUCATION

Master in Engineering Management May 2023

California State University, Northridge, USA

Bachelor in Mechanical and Industrial Systems May 2018 K.L.E. Technological University, India

CERTIFICATION

Pega Certified Business Architect

Certified Scrum Master (CSM)

Six Sigma Green Belt Certified

PROJECTS

Supply Chain Analysis – Created SQL-driven data models to identify bottlenecks, streamline operations, and lower logistics costs, resulting in measurable efficiency gains.

Customer Segmentation – Applied clustering algorithms to segment customers for targeted marketing, significantly boosting engagement and conversion rates.

Sales Performance Dashboard – Designed interactive Power BI dashboards to monitor key sales metrics, enabling faster and more informed strategic decisions.

Guest Lecturer – Conducted expert-led workshops on RPA applications in banking and healthcare, highlighting automation strategies to improve operational efficiency.

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