SUMMARY:

• Over 7+ years of collective experience in Business Intelligence and Data Warehousing technologies extensively using Tableau, Alteryx and SQL; Worked wif different databases including Oracle, Teradata, Vertica and SQL Server
• Master’s degree in Information Technology & Management from University of Texas at Dallas; Bachelor’s degree in Computer Science & Engineering from B.M.S. College of Engineering, India
• Working experience wif Financial Services (Investment/Wealth Management and Brokerage firm), Medical Equipment, Health Insurance & Retail industries; Also, worked on projects for Confidential and PwC
• Highly experienced in end - to-end dashboard automation using Tableau, SQL and Alteryx by gathering data from different sources like SAS, SQL (databases), Excel (or any other file format from shared drive) and Alteryx.
• Developed Tableau dashboards from scratch as well as worked wif existing dashboards for enhancements
• Experienced setting up weekly and monthly schedules on Tableau Server wif appropriate roles and permissions levels keeping data security in mind
• Driven data alerts using Tableau and Alteryx; Auto email notifications for the alerts
• Worked wif Tableau and Alteryx Schedulers to provide end-to-end automation. Scheduled (weekly and monthly) Tableau Data Extract (.tde) refreshes and auto publishing of Tableau workbooks to Tableau Server
• Experienced in developing Alteryx Workflows; Developed Alteryx Macros (Standard, Batch and Iterative) and Apps; Experienced wif Alteryx Interface, Preparation, In/Out, In-Database, Reporting, Join, Spatial and Tableau tools available wifin Alteryx Designer
• Heavy experience in building interactive Tableau dashboards and Alteryx workflows
• Experienced in creating metrics, attributes, charts, filters, hierarchies, trend lines, forecasting, sets and grouping, data blending, parameters and complex calculations to manipulate the data in Tableau Desktop
• Created customized and interactive dashboards using multiple data sources using Tableau; Good hold over SQL databases and using SQL queries wifin Tableau and Alteryx
• Used Level of Detail (LODs) calculations for viewing numbers at different levels of detail
• Adopted many different performance measures for Dashboards like using extracts against live connections wherever possible; Using Custom SQL filters, Extract filters, Context filters, Full vs Incremental refresh for data pulling, Full vs Incremental refresh for publishing workbooks/dashboards, data preparation activities outside Tableau as much possible (using Alteryx and SQL) for better performance,
• Used Tableau’s performance recorder for a dashboard wif more than 60 million ish rows of data
• Experience in Tableau report developing, testing and deploying reporting solutions using Tableau Server
• Excellent skills in understanding business needs and converting them into technical solutions
• Effective communicator wif excellent relationship building and interpersonal skills; Capable of learning new technologies quickly

TECHNICAL SKILLS:

Technologies: Business Intelligence, ETL - Data Warehousing, Data mining, Big Data Management and Analytics

Applications: Tableau 9.3, Alteryx 11.0, SAS 9.3, Hadoop, Google Analytics, R, Spotfire, MS Office Suite

Query Languages: SQL, Pig Latin and Hive (to query Hadoop’s HDFS), Documentum’s DQL

PROFESSIONAL EXPERIENCE:

Confidential - NY

Reporting Associate

Responsibilities:

• MiFID II / MiFIR are the EU Directive and Regulation whose primary objectives are to make financial markets more efficient, resilient and transparent, and to strengthen the protection of investors
• As part of MiFID II “Delegated Acts” - developed/modified Alteryx data layers, SQL queries wifin the extracts and Tableau dashboards to unbundle the bundled commissions, separating the costs of trading activity from research spend
• Handled the MiFID changes in ~10 Tableau data layers
• Handled the changes both at Alteryx and Tableau level to make dat available for business users
• Project went live wif MiFID II changes on Jan 9th wif most of the newly created fields. Some of the fields went live on Feb 9th
• Worked as part of year-end changes to enhance various Alteryx data layers and Tableau dashboards
• The aim of the project was to automatically roll over the dashboards every year on Jan 1st wifout having to make any changes to the Tableau data layers. This required modifications in the existing formulae (both towards Alteryx and Tableau end) and extract SQL queries for a smooth next-year roll over
• Project went in production on Dec 8th. Made changes in ~10 Alteryx/Tableau data layers
• Worked on Contact Coverage dashboard & Sales Touchpoint dashboard
• The Contact Coverage dashboard provided insights on associates and client contacts
• Contact Coverage Dashboard maintained the details of all the bank clients, contacts from the client side, and the bank associate who covered the clients. ‘Who’ and ‘When’ driven information
• Sales Touchpoints Dashboard consumed Coverage data to help business get an understanding of Touchpoints. If an associate contacted the client, ‘how’ the client was exactly contacted (email/phone/meeting/campaign, etc.)
• Sales Touchpoints Dashboard answered ‘who’, ‘when’ and ‘how’ driven information for all the contacts made to the bank clients
• Adhoc analysis/insights provided to business users
• Since these data layers, ultimately the Tableau extracts (.TDEs), are consumed by many business users for Tableau dashboarding, every single number on these layers is carefully observed. These layers form the backbone for all Sales driven reports dat are generated at BAML

Confidential - Austin, TX

Marketing Data Analyst

Responsibilities:

• Worked on (Email) Opt Outs Dashboard to analyze Opt Out Rate by Segment, Tenure, Type, Household (HH), Customers wifin the households, Accounts for different customers, etc. across different Business Units
• Developed Teradata SQL script from scratch to keep track of households/accounts dat opted out
• Developed Tableau dashboard and compared against master tables dat existed in SAS
• Worked on RPS (Retirement Planning Services, like 401K) dashboard facilitating Schwab identify plans and participants for different employers to account for their participation rate, deferral rate & advising services rate
• Developed a (Teradata) SQL script for the dashboard
• Developed a Tableau dashboard identifying Test group (participants dat received campaign promotional mails or emails) vs Control group (participants dat didn’t receive any campaign promotional mails and emails)
• Enhanced existing Campaign Trigger dashboard by incorporating email counts (# of sends, opens and clicks in the existing SQL script). Updated and automated the enhanced Tableau dashboard wif the email counts data
• Developed Metric Trending dashboard tracking week to week conversions for different matrices at different levels (Household vs Account vs Customer); Tracked alerts on the weekly changes identifying outliers using Alteryx’s batch macro; Auto email notifications on generated alerts (weekly)
• Developed Outbound Calls (OBC) dashboard to track all the calls/attempts dat were made to contacts Schwab’s existing customers
• Set-up alerts using Alteryx for Direct Marketing dashboard to track quarterly changes
• Updated and automated existing dashboards like ALPA Results (campaigns directed towards pilots), Campaign Dashboard, Campaign Trigger Dashboard, etc. and put weekly schedules around wif appropriate permissions

Confidential - Houston, TX

Program Analyst

Responsibilities:

• Worked to convert existing SAP’s Crystal Reports (130+ PDF files) into 10+ Tableau dashboards using Tableau Dashboard, Alteryx Designer and SQL
• Scheduled monthly refreshes on Tableau Server for Tableau data extracts and workbooks; Associated Users/Groups to Tableau Projects/Workbooks wif different roles/permission levels for security
• Fetched data from Oracle database to prepare data for reporting. Changed existing SQL scripts to Alteryx workflows
• Worked wif Alteryx and Tableau Scheduler to provide end-to-end automation. Scheduled (monthly) Tableau Data Extract (.tde) refreshes and auto publishing of Workbooks and Dashboards to Tableau Server
• Assigned Viewer/Interactor/Editor level permissions to Tableau dashboards
• Created Subscriptions tasks to subscribe to Tableau dashboards
• Worked on ‘Prison’ report - to identify prisoners coming to different prisons wifin Texas wif Medicare/Medicaid benefits. Aim of the report was to flag prisoners who has been in prison for more than 30 days to terminate the state’s eligibility benefits.
• Using Alteryx, pulled data from Oracle database to identify such prisoners entering wif Medicare/Medicaid benefits.
• Pulled data in Tableau to flag out such individuals dat has been in prisons for more than 30 days and were still receiving eligibility benefits.
• Worked on TANF (cash benefits) report - monthly report dat lists 275 active TANF cases by random sample from TANF universe dat received TANF benefits (> $0) in the reporting month
• 50+ attributes were displayed in Tableau workbook linked wif one other
• Brought together different stratums of population in a mini data mart dat had active TANF cases to sample them out in 275 active cases for the reporting month. Used Alteryx to manipulate and transform the data as needed for the Tableau reports
• Data from multiple tables was blended into one Alteryx file (about 15+ tables joined) dat was then consumed wifin Tableau
• Worked wif Tableau to display the case information in the front end of dashboard to further link/hide the case details, for adults and children population, in other Tableau dashboards
• Worked on LIHEAP (heating/cooling benefits) report - monthly report dat lists all the LIHEAP rejections received from SHARE Error Response data
• Connected Tableau to Oracle database to fetch the data for cases dat didn’t receive benefits as expected
• Wrote custom SQL scripts to only pull the filtered data wifin Tableau for faster processing of dashboards
• Created linked dashboards wifin Tableau to provide details behind the error codes received from SHARE and also behind the individuals who were denied for benefits
• Worked to convert existing SAP’s Crystal Reports into Tableau dashboards using Alteryx and Tableau

Confidential - Bentonville, AR

Compensation Data Analyst

Responsibilities:

• Worked on different data models using Alteryx Designer (for ETL purpose) to provide cost estimates around the pay changes:
• Provided Phase III cost estimates for Confidential - Hourly (~$910M), Sam's Club - Hourly (~$83M) and Sam's Club’s H&W - Hourly division (~$3M)
• Provided eval costing estimates for Confidential - Hourly (~$320M), Sam’s Club - Hourly (~$31M) and Confidential 's H&W - Hourly division (~$76M)
• Worked on several adhoc requests to provide estimates for Phase me, Phase II and Phase III changes
• Heavily used Alteryx Designer to create the cost and evaluation workflows by pulling the data from Teradata (HR data warehouse), Alteryx files, Excel and CSV files using many different Alteryx tools for Input/Output, Data Preparation, Join and Parse and Transform activities.
• Created a ‘U.S. Compensation Dashboard’ using Alteryx and Tableau. Earlier there were 6-8 dashboards dat were created monthly using excel reports. ‘U.S. Compensation Dashboard’ brought together those different dashboards into one. Interacted wif ~25 business users and provided summary plus detailed views for Confidential, Sam's Club, Confidential H&W, Sam's H&W and Logistics divisions in Tableau
• Worked wif about 25+ attributes to be displayed on dashboard differently
• Brought together multiple worksheets into Tableau dashboards using actions like URL, Highlight and Filter.
• Provided drill-up and drill-down functionalities to analyze the employee wage and jobs data in depth for Confidential -US and Sam’s Club-US
• Blended data from multiple databases into one report by selecting primary key's from each database for data validation
• Scheduled data refresh on Tableau Server for monthly increments based on business change to ensure dat the views and dashboards were displaying the changed data accurately
• Developed story telling dashboards in Tableau Desktop and published them on to Tableau Server which allowed end users to understand the data on the fly wif the usage of quick filters for on demand needed information
• Created a spatial model in Alteryx to determine salaries for different stores wifin the same city
• Utilized Alteryx Designer & Scheduler and Tableau Desktop & Server to create cost and eval models
• Worked as part of one of the most high profile projects of Confidential -US dat marked one of the biggest pay increases ever.
• Worked wif Compensation team, Finance team and various other IT teams dat were involved in the project for the wage increase dat took place in 2016 ($1.5b)

Confidential, Grand Rapids, MI

Medical Informatics Consultant

Responsibilities:

• Developed PopSeg, building different homogenous groups of illnesses using Optum’s episodes of care, to form segments for Confidential ’s patient population and Priority Health’s member population
• Gathered data from different Oracle databases (and different schemas) and worked extensively wif SQL queries
• Analyzed and evaluated billions of claim records to handle healthcare claims data from
• Closely worked wif Data Architect and SME to break the data mining model into SQL procedure
• Created Tableau dashboards for Care Management department visualizing PopSeg metrics
• Created various views and dashboards in Tableau including dual axis charts
• Used Regression model using R to generate segments for Priority Health keeping member population in mind, on the lines of model dat was developed for Confidential keeping patient population in mind
• Productionalized the output using SQL (PL/SQL) stored procedure for Confidential and Priority Health
• Interacted wif various stake holders and managers for many adhoc requests
• Worked wif data engineers and analysts in the Priority Health’s Analytics team for many different solutions

Confidential . - Tempe, AZ

Released Product Engineering Consultant

Responsibilities:

• RTY project produced a highly accurate (to locate actual failures) and detailed report (to analyze and draw useful insights from those failures) on all manufactured hybrids across different Business Units of Medtronic
• Created a separate extract-transform-load (ETL) data mart for RTY using SQL (T-SQL) stored procedures
• Used Tableau visualization platform to analyze and present the results statistically
• Using Tableau Desktop created Interactive reporting dashboards by combining multiple views
• Used custom SQL filters in Tableau to limit the warehouse data
• Linked different Tableau dashboards to one-other by using action filters for drilling down and drilling up to get to detailed information
• Gathered requirements by coordinating wif different clients; Implemented the project for different Business Units to identify failures (scraps/reworks)
• First agile project experience - learnt being flexible wif the changing requirements

Confidential

Systems Engineer

Responsibilities:

• Reporting on the vendor invoice documents for PwC
• Extracted and merged data from Excel files and MS SQL Server 2005 database using R (extensively worked wif SQL queries)
• Used the output of R for data visualization in Tableau
• Used Tableau Desktop for blending different database tables and creating different interactive views and dashboards
• Created Tableau extract files (.tde) for improving the performance. Used different Mark types and Mark properties in views to provide better insights into large data sets. Created various types of charts to provide better visualization
• Using Tableau Desktop created interactive reporting dashboards by combining multiple views
• Reviewed Vendors Status Reports wif Project Team and created visualization for budget forecasting
• Performed data analysis on daily, weekly, and monthly scheduled refresh of data based on dat business or system change dat has happened to ensure dat the developed dashboards are displaying accurate and upto-date live data and sent those into production after editing
• Participated in weekly meetings, reviews, and user group meeting as well as communicating wif stakeholders and business groups
• Won ‘TCS Gems’ honor for work in APA
• Trained on database related concepts and BI reporting using SQL as part of TCS’s Initial Learning Program