Salesforce FSC Engineer - Wealth Management & Banking Expert

Yashwantej DyavariShetty

Cleveland, OH, USA • ************@*****.*** • 330-***-****

SUMMARY

5+ years of Salesforce development experience specializing in Financial Services Cloud (FSC) across wealth management and banking sectors. Expert in Apex, LWC, and Flows, with a proven track record of implementing complex data models and secure integrations to drive measurable business outcomes for Fortune 100 enterprises.

EXPERIENCE

Salesforce Financial Services Cloud (FSC) Engineer PNC Bank September 2025 - April 2026, Cleveland, OH

• Engineered custom Salesforce Financial Services Cloud (FSC) solutions by designing complex Household and Relationship data models, improving advisor productivity by 25% for wealth management workflows.

• Developed automated business processes using Apex and Lightning Web Components (LWC), reducing manual data entry for client onboarding by 40% while ensuring strict adherence to financial compliance standards.

• Integrated Salesforce with core banking systems via REST APIs to synchronize real-time financial account data, enhancing data accuracy across 50,000+ customer profiles.

• Configured the Salesforce security model including sharing rules and permission sets to safeguard sensitive financial data, achieving 100% compliance with internal security audits.

• Conducted hypothesis testing using Salesforce Einstein Analytics over a 6-month project to identify workflow bottlenecks, resulting in a 15% increase in process efficiency for financial advisors managing portfolios across Wealth Management Cloud modules.

• Executed hypothesis testing using R (dplyr, stats) and Salesforce Reports for 6 months, validating data transformation models across 5+ interdisciplinary banking projects and enhancing accuracy of analysis dashboards by 25%.

• Conducted regression analysis leveraging R (caret, lm) and Salesforce Analytics for 6 months, evaluating data patterns across 5+ banking projects to improve predictive model reliability and dashboard insights by 22%. Salesforce Engineer

BIOGEN July 2024 - August 2025, Jersey City, NJ

• Architected end-to-end Salesforce FSC solutions by customizing Financial Account and Relationship models, which streamlined portfolio management for 10+ global investment teams.

• Built advanced automation using Flows and Apex to manage complex data structures, resulting in a 30% reduction in processing latency for regulated business processes.

• Orchestrated data migration and governance initiatives using MuleSoft to integrate external data platforms, maintaining 99.9% data integrity across high-volume financial datasets.

• Partnered with relationship managers to design custom LWC components for client-centric solutions, increasing user engagement by 15% within the financial services environment.

• Engineered robust data analysis pipelines utilizing Pandas and Python over 12 months, enabling processing of 500,000+ records per batch and achieving a 25% reduction in weekly research reporting time for cross-departmental projects.

• Developed and deployed predictive analytics solutions leveraging linear models in Python and Salesforce Einstein Analytics forecasting client portfolio trends with 92% accuracy across weekly datasets exceeding 500,000 records.

• Authored and presented comprehensive technical documentation to articulate complex Salesforce FSC workflows and integrations, ensuring consistent understanding and adoption by 6 cross-functional teams using Confluence and Lucidchart. Graduate Assistant

University of Memphis May 2023 - May 2024, Memphis, TN

• Managed the collection, cleaning, and labeling of datasets exceeding 1TB, maintaining 95%+ data quality for 12+ concurrent research projects.

• Streamlined data processing using SQL, Python, and MS Access, improving data filtering efficiency by 30% for laboratory research teams.

• Optimized database performance by implementing Hive partitioning and bucketing, reducing ad-hoc query latency by 40%.

• Developed automated Oozie workflows to synchronize data from source systems to HDFS, reducing manual data entry by 50%. Salesforce Engineer

WIPRO June 2020 - June 2022, Hyderabad, India

• Developed scalable Apex and Lightning components (LWC) for fintech applications, improving system reliability by 20% for high-volume financial transactions.

• Customized Salesforce security models and permission sets to handle sensitive financial data, ensuring compliance with global regulatory standards.

• Integrated Salesforce with external SOAP/REST APIs to automate client data synchronization, reducing manual processing time by 35%.

• Facilitated data quality and governance initiatives by implementing automated data cleansing scripts, improving data accuracy for retail banking portfolios by 15%.

• Engineered ETL workflows utilizing Pandas and Salesforce APIs over an 12-month period to automate data migration and transformation, reducing manual processing time by 30%.

• Utilized Dplyr within R over 18 months to design and automate data wrangling scripts, accelerating data transformation processes by 40% and supporting analysis of over 600,000 records per month for interdisciplinary research teams. EDUCATION

Master of science in Data Science

University of Memphis • TN • May 2024 • 3.70

Bachelor of science in Computer Science

JNTU • India • June 2020 • 3.10

CERTIFICATIONS

Google Data Analytics Professional

Google AI Essentials Professional

SKILLS

Salesforce Technologies: Financial Services Cloud (FSC), Apex, Lightning Web Components (LWC), Aura, Flows, Salesforce Data Cloud, MuleSoft Domain & Compliance: Wealth Management, Banking Workflows (KYC, Client Onboarding), Data Quality & Governance, Financial Data Handling Compliance

Programming & Scripting: Python (Pandas, NumPy), R (dplyr, caret), SQL, Java, SOQL, SOSL Tools & Platforms: Git, VS Code, Salesforce CLI, CI/CD, JIRA, Confluence, Lucidchart, MS Access, PostgreSQL Data Analysis & Visualization: Salesforce Einstein Analytics, Tableau, Power BI, Regression Analysis, Hypothesis Testing Technical Expertise: Data Modeling (Account, Household, Financial Account, Relationship models), REST/SOAP APIs, Security Model (Profiles, Permission Sets, Sharing Rules)

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