Business/Data Analytics Leader in Banking & Lending Systems

Jagadeesh Kumar Gorla

312-***-**** *******************@*****.*** linkedin.com/in/jagadeeshkumargorla

PROFESSIONAL SUMMARY

Business/Data Analyst with 9+ years of experience in banking, mortgage/loan servicing, business intelligence, operational reporting, and performance analysis. Strong background in Excel, SQL, Power BI, Tableau, KPI scorecards, forecasting, variance analysis, dashboard reporting, and process improvement. Experienced in translating business requirements into reporting solutions, supporting business planning, improving reporting accuracy, and delivering data-driven insights for operational decision-making.

CORE COMPETENCIES

Business Intelligence & Reporting

KPI Scorecards & Performance Metrics

Operational Analysis & Trending

Forecasting & Variance Analysis

Business Case Support

Data Visualization & Dashboards

Process Improvement & Automation

Root Cause Analysis

Business Requirements Gathering

BRD / FRD / SRS Documentation

QA / UAT Support

Cross-Functional Stakeholder Support

Report Documentation & Testing

TECHNICAL SKILLS

BI / Reporting: Power BI, Tableau, Excel, Power Pivot, Google Sheets

Data / Querying: SQL, MySQL, MS Access, Postgres, Oracle DBA

Analytics / Automation: Excel VBA, DAX, Alteryx, Power Query

Documentation / Process Tools: Visio, Lucidchart, Jira, Confluence, BRD, FRD, User Stories

Methods: Six Sigma, Agile, Waterfall, Process Mapping, Gap Analysis, Pareto Analysis, Risk Mitigation

PROFESSIONAL EXPERIENCE

Business Research Analyst

Centric Strategies LLC Chicago, IL May 2025 – Sept 2025

Developed workflow maps and reporting structures for a state-funded reentry housing initiative, covering intake, eligibility, placement, and stabilization phases.

Built KPI and outcome tracking frameworks to monitor housing stability, service engagement, compliance, and program performance.

Created Excel-based budget and cost models to project Year 1 program expenses and support implementation planning.

Conducted stakeholder interviews and translated business needs into reporting templates, workflow improvements, and program documentation.

Coordinated with internal and external stakeholders to support milestone tracking, reporting readiness, and performance monitoring.

Lead Business Analyst (SOS3)

Wells Fargo Bangalore, India Aug 2020 – Apr 2022

Led automation and optimization of 100+ reports and dashboards using Excel VBA, Tableau, Power BI, SQL, and Alteryx, reducing manual workload and improving reporting efficiency.

Built performance dashboards and tracking systems to monitor productivity, service levels, and operational metrics, improving data accuracy by 30%.

Performed trend analysis, variance analysis, and operational performance reporting to support business decisions and process improvements.

Identified process bottlenecks and implemented workflow improvements that increased productivity by 20% and supported more effective resource utilization.

Extracted, validated, and prepared data using SQL and Alteryx to support business reporting, KPI measurement, and decision-making.

Published Power BI reports and created DAX-based calculations and computed columns for dashboard reporting and performance analysis.

Created business and technical design documents to align reporting requirements with delivered solutions.

Trained analysts and team members on reporting tools, VBA automation, UAT practices, and dashboard usage.

Business Analyst

Firstsource Solutions Bangalore, India Jul 2016 – Apr 2019

Automated 45+ operational and performance reports, improving turnaround time and reducing manual effort through Excel VBA, SQL, and workflow standardization.

Performed forecasting, budgeting, and financial reporting analysis to support planning and business decision-making.

Monitored operational metrics, service levels, and SLA-related performance to identify gaps and recommend improvements.

Conducted root cause analysis, variance analysis, and reconciliation to improve data quality and reporting reliability.

Developed stored procedures and optimized SQL queries to improve database performance and reporting accuracy.

Created process maps, flowcharts, and business structures to streamline operations and improve reporting workflows.

Supported stakeholder meetings, requirements gathering, and process improvement initiatives to align reporting outputs with business needs.

Developed user stories, acceptance criteria, and supporting documentation for reporting and process enhancement initiatives.

Business Data Analyst

Intelsoft Pvt Ltd Bangalore, India Aug 2013 – Apr 2016

Gathered requirements through BRD, FRD, and SRS documentation and translated business needs into SQL and Power BI reporting using clear logic, reusable queries, and consistent metric definitions.

Built source-to-target mappings and supported QA/UAT to validate outputs, improving dashboard reliability and reducing rework caused by unclear business rules or mismatched data fields.

Maintained reporting documentation and standard templates to enable repeatable delivery and faster troubleshooting when source data or business rules changed.

EDUCATION

Master of Information Technology and Management, Data Analytics

Illinois Institute of Technology Chicago, IL Aug 2022 – May 2024

CERTIFICATIONS

Six Sigma Black Belt

Six Sigma Green Belt

PGDCA

AWS AI Practitioner

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