Lead CRM Analytics Consultant at HCLTech (2023-12 – Present)
- Lead end-to-end CRM Analytics implementations for enterprise customers.
- Conduct stakeholder workshops and requirement discovery sessions.
- Design scalable analytics architectures, KPI frameworks, and dashboard strategies.
- Deliver solutions using CRM Analytics datasets, recipes, dataflows, dashboards, and security predicates.
- Provide technical leadership, estimation, and delivery governance.
Lead CRM Analytics Consultant - Project: Ford at HCLTech (2023-12 – Present)
- Designed and implemented CRM Analytics solutions supporting business reporting and operational insights.
- Collaborated with stakeholders to translate business requirements into analytics solutions.
- Developed datasets, dashboards, recipes, and security models.
Lead CRM Analytics Consultant - Project: Vestas at HCLTech (2023-12 – Present)
- Independently led end-to-end project delivery from requirement gathering through deployment.
- Designed CRM Analytics architecture and dashboard frameworks.
- Managed stakeholder communications and delivery expectations.
Sr. Principal Analytics Consultant at SpringML (2021-12 – 2023-12)
Client: Salesforce
- Lead a team of Reporting developers working on developing E2E product analytics using CRM Analytics for Manufacturing Cloud and Communications Clouds.
- Built ETL process using Dataflows and Recipes facilitating multiple embedded dashboard developments.
- Worked closely with Product owners and Core Teams in developing and designing the development pipeline.
Sr. Principal Analytics Consultant - Project: CBRE at SpringML (2021-12 – 2023-12)
- Creation of metrics, attributes, filters, reports, and dashboards created advanced chart types, visualizations and complex calculations to manipulate the data.
- Facilitating the analytics of CBRE Google REWS project management by utilizing Tableau to create real time KPI driven dashboards. Capturing historical capital expenditure and projected spend for all global REWS projects to give PE's data driven solutions. Analyzing and reporting data from PostgreSQL to build custom SQL and ad-hoc analysis.
- Build and maintain SQL scripts, indexes, and complex queries for data analysis and extraction.
Senior Associate at State Street Corporation (2019-07 – 2021-12)
- Global Delivery Dashboard reviews Key Performance Indicators across Global Delivery to monitor performance and delivery trends with 20+ metrics and KPIs across 25 teams are systematically aggregating data from ~39+ data source daily across Global Delivery
- Utilized Tableau Desktop to create multiple rich dashboards that appropriately told stories of business status and success, strengths and weaknesses, and potentials; also offered at a glance, visual representations of profitability, products, and customers.
- Blended data from multiple databases into one report by selecting primary keys from each database for data validation.
- Assets Manager report is designed to provide metrics and KPIs to AM teams effectively and efficiently by leveraging existing infrastructure of the Metrics and Reporting COE. Establish and confirm the relevant metrics that provide a holistic view into State Street's performance for Asset Manager clients.
Data Analyst at Optum Global Solution (2013-08 – 2019-07)
Data Analyst - Project: 835 Operation at Optum Global Solution (2013-08 – 2019-07)
This project is all about operationalizing the process of identifying 835 (ERA) HIPAA errors, determining root cases in order to provide a corporate look at the overall health of 835 processing.
- Creation of metrics, attributes, filters, reports, and dashboards created advanced chart types, visualizations and complex calculations to manipulate the data.
- Transformed TABLEAU into a managed service offering for consumption across Corporate Treasury and Corporate Investments.
Data Analyst - Project: Provider Communications at Optum Global Solution (2013-08 – 2019-07)
Provider Communications and Advocacy seeks to implement an approved enterprise-wide document management, authoring and distribution system, supporting all business lines. Our current infrastructure is highly unstable/manual, creating an unfavorable environment with regulators. We are at constant risk with product to market timing, affordability initiative implementation, claims processing, quality accreditations, reputation.
- Responsible for preparing technical documents and developing reports. Created List Reports, Cross-tab Reports, Chart Reports, Repeaters, Drill-Through. Created Query Prompts, Calculations, Conditions and Filters in the reports.
- Developed Prompt Pages and Cascaded input Prompts to display only the selected entries in the report. Applying UI design to the report for look and feel purpose.
