Jun 2024 – Feb 2026 · 1 yr 8 mos

• Created specialized financial analytics and automation solutions for Fortune 500 Investment Management and Insurance clients.
• Expanded advanced analytics footprint in traditional audit & assurance procedures.
• Led data strategy and financial analytics teams for robust and efficient data insights and fraud detection.

Jun 2023 – May 2024 · 11 mos

• o Processed financial transaction data from 4+ ERPs (NetSuite, Investran, QuickBooks, Yardi, SAP, etc.) and identified key financial insights, patterns, unusual transactions, and areas of risk.
• o Implemented 10+ fraud detection techniques by applying advanced data analysis techniques to identify anomalies and improve the efficiency of risk assessment and risk management.
• o Migrated 10+ legacy SAS and Trifacta workflows to reusable PySpark scripts, reducing run-time by 60% and maintenance effort by 30%.
• o Saved 60+ hours monthly by developing ETL pipelines in Databricks using PySpark to automate reporting of revenue recalculation, unearned premium recalculation, financial highlights, etc..
• o Developed 4+ VBA automation solutions for efficient and high-quality reporting across major investment management firms, resulting in 2,500+ hour savings.

Aug 2021 – May 2023 · 1 yr 9 mos

• o Integrated and modeled 20+ data formats for cohesive analysis, performing data profiling and assessments to align with business objectives.
• o Conducted exploratory data analysis ensuring data quality and validation for 30+ clients, and provided actionable insights with recommendations for remediation strategies.
• o Created and maintained 10+ ETL pipelines for data cleansing and quality checks, and designed Tableau dashboards for key analytics areas such as insurance claims and investment portfolios.