Data Analyst with 3+ years in Power BI & Reporting Automation
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Results-driven Data Analyst with 3.8 years of experience in financial services, delivering automated reporting workflows, Power BI dashboards, and governance analytics for enterprise clients including Oaktree Capital. Proven ability to extract, cleanse, and transform complex financial data from PDFs and multiple source systems using Monarch, Power Query, and Python. Hands-on experience partnering with EY, Accenture, and Deloitte stakeholders to improve reporting accuracy, turnaround time, and KPI visibility. Proficient with SQL, Python, Pyspark, Microsoft Fabric, ChatGPT Enterprise, and Microsoft Copilot for accelerating analytics and decision support.
Chandigarh University
MSc. · Data Science
N/A – Present
Sacred Heart Degree College
B.B.A.
N/A – Present
Vichara Technologies
Data Analyst & Reporting Automation Analyst
November 1, 2022 – Present
Gurgaon, Haryana, India
Regulatory Reporting Automation
June 1, 2026 – Present
Redesigned recurring regulatory reporting workflows using Power Query and Excel transformations, eliminating manual data preparation steps and significantly reducing report production time across multiple reporting cycles.
Financial PDF Data Extraction Pipeline
June 1, 2026 – Present
Built an end-to-end PDF extraction and structuring workflow for complex financial and operational documents, converting unstructured data into standardized, analysis-ready tables for downstream reporting and stakeholder review.
AI-Assisted KPI Governance Reporting
June 1, 2026 – Present
Integrated ChatGPT Enterprise and Microsoft Copilot into governance report production, automating insight summarization and exception commentary - accelerating report delivery and improving narrative quality for executive audiences.
Power BI KPI/KRI Dashboard Suite
June 1, 2026 – Present
Designed and maintained a suite of Power BI dashboards surfacing KPI/KRI trends, control metrics, and operational scorecards, enabling data-driven decisions for business and compliance stakeholders across enterprise engagements.
Google Data Analytics Professional Certificate
June 1, 2026 – Present
Analyze Data to Answer Questions
June 1, 2026 – Present
Process Data from Dirty to Clean Using SQL & Spreadsheets
June 1, 2026 – Present
Data Visualization using Tableau
June 1, 2026 – Present
Prepare, Transform & Load Data using Power BI
Microsoft
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's experience across multiple enterprise engagements (Oaktree Capital, EY, Accenture, Deloitte) and their focus on regulatory and governance reporting suggest adaptability and a strong understanding of corporate environments. The diversity of projects, from automating regulatory reports to integrating AI for KPI governance, indicates a proactive and innovative mindset. Their pursuit of an MSc in Data Science while working, along with multiple Google and Microsoft certifications, shows a commitment to continuous learning and professional development, which aligns well with a growth-oriented culture.
Soft Skills & Operational Fit
The candidate demonstrates strong operational fit through their focus on process improvement, workflow automation, and stakeholder communication. Their experience in collaborating with various teams (QA, release management, business stakeholders across EY, Accenture, Deloitte) highlights their ability to work effectively in complex organizational structures. The emphasis on reducing manual effort and improving report accuracy indicates a results-oriented and efficient approach to data analysis.