Senior BI Analyst - Data-Driven Insights Leader

POONAM PATIL

SENIOR BUSINESS INTELLIGENCE ANALYST

669-***-**** ******.**.***@*****.*** https://www.linkedin.com/in/patilpoonam21/ PROFESSIONAL SUMMARY

Results-oriented Senior BI Analyst with 8+ years of experience in data analytics, business intelligence, and dashboard development. Expertise in delivering automated insights using Microsoft Fabric and the Power Platform across FP&A, Sales Finance, Accounting, Operations, and Healthcare. Strong in stakeholder collaboration and data storytelling, supporting 1,000+ executive users with scalable BI solutions. Specialize in analyzing KPI trends to uncover performance drivers, explain the “why behind the numbers,” and provide actionable insights that support data-driven decisions. KEY PERFORMANCE HIGHLIGHTS

● Delivered 25+ end-to-end Power BI solutions across Sales, Operations, Finance, and Accounting, supporting 1,000+ users.

● Designed an executive Sales Manager Performance dashboard tracking quota, credit, and attainment, enabling leadership to monitor manager and team performance and drive data-backed decisions.

● Migrated legacy OBIEE/Tableau dashboards to Power BI, improving governance, performance, and reducing maintenance effort by 30%.

● Implemented self-service dashboards, cutting ad-hoc reporting requests by 30% and accelerating turnaround time.

● Optimized Power BI performance using advanced DAX, semantic modeling, DAX Studio, Performance Analyzer, and incremental refresh, reducing dataset refresh times by 38%. TECHNICAL SKILLS

● BI & Visualization

Power BI (Desktop & Service), Paginated Reports, QlikView, Tableau, SSAS Tabular

● Power Platform & Automation

Microsoft Fabric, AI Visuals (Key Influencers), Power Automate (Flow), Copilot for Power BI, DAX Query View, Power Apps, BI Strategy, Predictive Analytics.

● Power BI Administration

Workspace Management, On-Premises Data Gateway Configuration, Security & Governance, Role-Based Access Control (RBAC), Deployment Pipelines

● Data & Modeling

SQL, Advanced DAX, Semantic Modeling, Data Warehousing, ETL/ELT, PL/SQL

● Cloud & Tools

Azure, Azure Databricks, Azure Data Factory, Azure SQL Database, Azure DevOps, Python (Pandas, ETL automation, data transformation), PowerShell, Git, Microsoft Entra ID (Azure Active Directory)

● Governance & Security

Row-Level Security (RLS), Deployment Pipelines (Dev/Test/Prod), Workspace & Access Management

● Financial & Business Analytics

P&L Reporting & Profitability Analysis, Budgeting, Forecasting & Variance Analysis, Revenue & Margin Analysis, Sales Quota Planning, Attainment Tracking & Quota Recalibration, Workforce Cost & Headcount Analysis (HR Analytics), Operational KPI & Productivity Analysis, Healthcare Utilization & Cost Metrics PROFESSIONAL EXPERIENCE

Senior BI Analyst, LinkedIn Jan 2020 to Present

Sunnyvale

●Independently designed, developed, and deployed 25+ enterprise Power BI dashboards serving 1,000+ users, improving reporting efficiency by 38% and reducing manual reporting effort by 30%.

●Partnered closely with executive stakeholders, FP&A leaders, and sales leadership to gather requirements, translate business needs into data models and dashboards, and deliver insights that supported strategic decision-making.

●Led enterprise financial and sales analytics initiatives across FP&A, Accounting, and Sales Finance, delivering executive dashboards for P&L, Budget vs. Actuals, Forecasting, Revenue, Margin %, Variance Analysis, and quota attainment to drive data-informed leadership decisions.

●Automated month-end and performance reporting using scalable Power BI data models, reducing manual effort by 30–40%, while performing root-cause and quota recalibration analysis on Manager KPI dashboards to identify performance drivers and improve forecast accuracy, target setting, and overall sales productivity.

●Built scalable ETL pipelines and analytics datasets using Azure Data Factory, Azure Databricks, and Python

(Pandas/PySpark) for large-scale data processing and integration into Power BI semantic models.

●Configured & Managed end-to-end Power BI Service deployments, including workspaces, datasets, dashboards, reports, paginated reports, and deployment pipelines across Dev/Test/Prod environments, with automated refreshes, RLS, and governance using Microsoft Entra ID (Azure Active Directory) for secure access control and role-based permissions.

●Automated BI platform monitoring via PowerShell and Power BI REST APIs, reducing manual oversight by 2 hours weekly and enabling proactive resolution of data refresh issues before they impact executive stakeholders.

●Architected AI-ready semantic models and leveraged Power BI AI visuals and Copilot narrative insights to automate executive storytelling and highlight key performance drivers, improving insight discovery and decision support.

●Optimized performance through semantic modeling, advanced DAX, SQL tuning, incremental refresh, and Power BI performance tools.

●Implemented data validation, testing frameworks, and data integrity checks for Power BI datasets using SQL and automated refresh monitoring, ensuring accuracy of executive reports. BI Analyst, Adobe Sep 2019 to Dec 2019

San Jose

●Developed SSAS Tabular models with complex DAX calculations, summarized tables, and KPIs, enabling scalable analytics and reducing calculation errors by 30%.

●Built interactive Power BI dashboards to support self-service analytics for Finance and Sales teams, cutting ad-hoc reporting requests by 30%.

●Partnered with business users to validate metrics, enhance dashboard usability, and ensure data accuracy, increasing adoption across multiple departments.

BI Engineer, Nokia Mar 2018 to Aug 2019

San Jose

●Designed and implemented a centralized data warehouse and end-to-end Power BI solutions, consolidating disparate data sources and improving reporting speed by 40%.

●Developed dashboards with RLS and automated refreshes, ensuring secure, real-time reporting for cross-functional teams including Sales, Finance, HR, and Offers.

●Collaborated with stakeholders to define KPIs and deliver actionable insights, driving informed business decisions at managerial and executive levels.

BI Engineer, EHealth Inc. Aug 2017 to Jan 2018

Mountain View

●Developed and automated QlikView dashboards and ETL processes, reducing manual report preparation by 35% and improving accuracy for daily operational decision-making.

●Worked closely with business users to deliver actionable insights and recommendations, increasing dashboard adoption across teams.

Software Engineer, Earlier Experience Jun 2009 to Jul 2016 Mumbai

● Designed high-performance Java/J2EE applications and optimized complex Oracle PL/SQL objects, establishing a strong foundation in software engineering and database optimization EDUCATION & CERTIFICATIONS

University of Mumbai, India

Bachelor of Engineering (Computer Engineering)

University of California, Santa Cruz (UCSC) Extension Database and Data Analytics Certification

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