Oct 2025 – Present · 5 mos

Oct 2022 – Sep 2025 · 2 yrs 11 mos

Apr 2021 – Sep 2022 · 1 yr 5 mos

• CLIENT: AMERICAN MULTINATIONAL FINANCIAL SERVICES CORPORATION
• PROJECT: PORTFOLIO LEVEL TRACKING SUITE - US SMALL BUSINESS (SQL, Python, Tableau)
• Worked across marketing and product business units and participated in requirement gathering sessions to understand the business needs, including the identification of critical metrics and KPIs and translate them into an actionable reporting infrastructure in Tableau from the ground up
• Performed data preprocessing and data wrangling on a set of 50+ disparate data sources and utilised the structured data thus obtained to design, develop & maintain the holistic Tableau dashboard covering 50+ metrics, specifically for the entire US Small Business Customer Portfolio
• Organised various walkthrough sessions to acquaint the users with the ingenuity and effectiveness of the new profiling suite and was lauded by leadership and cross functional client teams for pulling off a successful product launch in partnership with US Marketing Stakeholders
• The dashboard helped the marketers to understand their customers - who they are, how they are behaving and how they are engaging with the client organisation - to help inform their strategies as well as to do profiling exercises and report back to their leadership on directional success of their strategies
• Access to behavioural metrics data also enabled the teams to craft targeting and customise messaging for their customers aimed at enhancing customer experience as well as generating greater revenues and profits

Apr 2019 – Mar 2021 · 1 yr 11 mos

• CLIENT: AMERICAN MULTINATIONAL FINANCIAL SERVICES CORPORATION
• PROJECT 1: INCENTIVE SYSTEM OPTIMISATION (PRICING & INCENTIVE SYSTEM MODERNIZATION)
• Identified opportunities of increasing bottom line savings by tweaking the clauses in the contracts
• Received appreciation from senior leadership for accurately identifying the loopholes, revenue leakages and for providing a clear snapshot of the current incentive structure
• Proposed change of contract terms and calculation logic of different incentive terms like Bonuses, Client Held Days(CHD), LIBOR etc. using Business Intelligence
• Strategised automated dashboard preparation technique to Corporate & Large Market clients to enhance experience and decrease financial surprises
• PROJECT 2: CRM REPORTING AUTOMATION & MIGRATION - US SMALL BUSINESS (SQL,Python,Tableau)
• Led the strategic and tactical discussions with US Marketing client stakeholders aimed at phasing out the excel based CRM Report and it's transition to an automated and comprehensive performance tracking suite on Tableau
• Traced, escalated and worked towards resolving critical issues to minimise project risk factors and developed process as well as roadmap to ensure the automation approach is easily executable and scalable
• Built SQL queries and Python scripts for data exploration and data manipulation to facilitate implementation and management of a formal CRM Database which could be leveraged across different verticals for analysis purpose
• Utilised CRM Database as the data asset to develop an interactive dashboard on Tableau Desktop and delivered it to the target audience at a weekly cadence as opposed to monthly cadence followed by manual reporting via excel
• The dashboard roll-out enabled marketing team to have more frequent and self-serve access to their own reporting and results while on the other side, it benefitted the analytics team by reducing their time spent on monthly reports and redeploying that capacity to strategic analysis