Charan Telapalli, Prince2 Agile®

Operations Associate

Bengaluru, Karnataka, India16 yrs 7 mos experience

Key Highlights

  • Over a decade of experience in financial analytics and automation.
  • Expert in leveraging business intelligence tools for data-driven insights.
  • Proven track record in leading automation projects in global organizations.
Stackforce AI infers this person is a Fintech expert specializing in data analytics and automation.

Contact

Skills

Core Skills

Data AnalyticsAutomation

Other Skills

DatabasesVBASQLMicrosoft Power BIMicrosoft Power QueryMicrosoft Power AutomateMISMicrosoft Power AppsAgile MethodologiesPower BIMySQLPower AppsPower AutomateAdvanced ExcelBusiness Intelligence (BI)

About

With extensive experience in data analytics, reporting, and automation, I lead Financial Crime (FinCrime) MI reporting and analytics at EY. My work focuses on designing and implementing innovative solutions using Power BI, MySQL, Power Apps, Power Automate, Python and advanced Excel. I specialize in creating insightful dashboards and reports to identify financial crime patterns, productivity metrics, and operational risks. My career spans over a decade in financial analytics and automation, including leadership roles in global organizations like EY, Barclays, Lafarge Holcim, ANZ, Yodlee and JP Morgan. I bring expertise in leveraging business intelligence tools and databases to support operational teams and provide data-driven insights. Committed to optimizing processes, I am passionate about enabling organizations to detect risks and drive informed decision-making.

Experience

Ey

2 roles

Senior Manager - Reporting, Automation and Data Analytics

Promoted

Jan 2025Jan 2025 · 0 mo · Bengaluru, Karnataka, India · On-site

Manager - Reporting, Automation and Data Analytics

Mar 2022Jan 2025 · 2 yrs 10 mos · Bengaluru, Karnataka, India · On-site

  •  Leading Financial Crime (FinCrime), KYC/AML, Transaction Monitoring MI reporting, Analytics and Automation
  •  Designing, developing, implementing and supporting all types of automations and reporting solutions using Power BI, My SQL, Power Apps, Power Automate, SharePoint, VBA and advance excel
  •  Analyzing data using analytical tools to identify trends, patterns, and potential risks, and provide recommendations for remediation
  •  Creating dashboards and reports to providing insight into Financial Crime patterns, in addition providing cases/alerts productivity, quality and daily volume reports
  •  Performing data analysis to identify potential financial crime risks and trends
  •  Supporting Operation team on various automation projects such as FinCrime Training Academy Tool, Internal Leave Management tool, Internal Score Card etc.
DatabasesVBASQLMicrosoft Power BIMicrosoft Power QueryMicrosoft Power Automate+5

Barclays

Assistant Vice President, MI Reporting and Analytics

Oct 2020Mar 2022 · 1 yr 5 mos · Chennai, Tamil Nadu, India

  • Managing a 6 member team in reporting, analytics and automation space
  • Working on various automation projects by using tools like Tableau, Alteryx, VBA, SQL, MS SharePoint and advance excel
  • Gathering requirements from the stakeholders and analyzing best fit technology for automation Creating Business Requirement Document (BRD) and taking sign off on the gathered information
  • Analyzing project estimation and resource allocation
  • Managing stakeholder communication to ensure projects and reports are delivered on time Coordinating with data Admin team on missing data in data warehouse
  • Driving several initiatives across business unit to share best practices in automation
Databases

Lafargeholcim global digital hub

Analytics Manager

Apr 2019Sep 2020 · 1 yr 5 mos · Bengaluru, Karnataka, India

  •  Successfully Setup and led the MI and Automation 8 members team, overseeing all aspects of its setup
  •  Working on various automation projects by using tools like Power BI, VBA, Google App Code, SAP VB and advance excel
  •  Working closely with core finance departments such as Procure-to-Pay (P2P), Order to cash (OTC), Record-to-Report (R2R)
  •  Helping all the departments by automating their manual Excel based reports and creating new reports based on the requirements
  •  Identifying MI reporting and Automation projects across the teams by understanding their processes through discussion with subject matter experts
  •  Delivering efficiency by creating various solutions such as Bulk payment automation, Purchase Order (PO) BOT, Credit Risk Automation, Auto Balance sheet creation automation and various
Databases

Anz

Manager in Finance MIS and Automations

Aug 2016Apr 2019 · 2 yrs 8 mos · Bengaluru, Karnataka, India

  •  Effectively lead all aspects of Finance Applications projects including planning, management and execution of all project phases including design, development, support and deployment. Develop project documentation, including project initiation documentation, project plan, resource plan and status reporting
  •  Working with Finance Business Partners to define and execute a short and long term roadmap
  •  Supporting the FP&A and Accounting teams to collaborate with BI in the development of reports to manage and measure the business processes, month end reporting package, budget and forecast reporting
  •  Working on finance applications like Hyperion and Essbase
  •  Designing reporting data models and developing business dashboards
  •  Successfully transitioned and automated Vietnam in-country reports
Databases

Barclays

Assistant Manager, Ops MI Reporting and Automation

Jan 2013Jul 2016 · 3 yrs 6 mos · Chennai, Tamil Nadu, India

  •  Production and delivery of detailed and high level business reporting to key stakeholders
  •  Preparing the MI templates and Dashboards based on the client requirements
  •  Identifying opportunities to drive process improvements making recommendations to
  • implement and deliver efficiencies with in the team
  •  Creating new queries and reports to meet stake holder requests for ad hoc data provision
  • within agreed time scale and deadlines
  •  Modifying reports according to approved user requests in Qliview and VBA automations
  •  Creating quality check reports for onshore team
Databases

Envestnet | yodlee india

Data Analyst

Apr 2011Dec 2012 · 1 yr 8 mos · Bengaluru, Karnataka, India

  •  Creating daily SLA, Quality and other MI reports and circulate to the management
  •  Supporting internal and external stake holders by understanding their requirements
  • delivering MI reports
  •  Preparing the MI templates and Dashboards based on the client requirements
  •  Identifying processes which can be automated and implementing process improvement
  • ideas to derive operational efficiencies and mitigating risks
  •  Generating reports and project trends on daily payment activities in order to analyze error
  • patterns through VBA based Excel tools
  •  Creating customized reports based on stake holder requests on ad hoc basis

Jpmorgan chase & co.

Team Member

Mar 2008Apr 2011 · 3 yrs 1 mo · Bengaluru, Karnataka, India

  •  Working in Private Banking (Asset Management) for Data Management Pricing Team
  •  Working in Middle Office for various financial products like Equities, bonds, mutual funds
  • and derivative products
  •  Making sure that all the equities, bond and other trades will be booking as per given
  • pricing quotations from front office
  •  Closely monitoring the Trade terms agreed and finding the correct pricing from Bloomberg
  • and updating to equities and bond trades
  •  Preparing volume trending analysis for operations teams
  •  Creating daily and weekly MI reports and distributing to the senior management

Education

Sikkim Manipal University - Distance Education

MBA Finance — Finance

Jan 2009Jan 2011

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