Anjali Rathi

Data Analyst

Third Coast Commodities•  May 2023 - November 2023

I engaged in diverse projects primarily focused on data validation and analysis. These projects involve the utilization of various tools such as BI (Tableau), VLOOKUP, and R. I also lead the development and maintenance of specialized datasets and systems using Python, facilitating the recording and tracking of essential data. Additionally, I handle the integration of marketing-related datasets into CRM tools, establishing data update workflows in Power Automate to ensure the accuracy of CRM records. Moreover, I generate and distribute reports summarizing system discrepancies, taking into account specific requirements, years, and months. Furthermore, I efficiently employ Dynamics 365 Field Service to streamline field operations, work order management, asset tracking, and customer service enhancement contributing to the overall efficiency and effectiveness of field service management.

Data Business Analyst

HSBC•  December 2018 - May 2022

I enabled data-driven decision-making by translating complex business questions into actionable SQL queries and building accurate cohort analyses. I communicated trends and insights to diverse stakeholders, from operational teams to executives, through presentations and reports using Power BI. Collaborating with Analytics teams, I analyzed key business initiatives to enhance customer engagement and retention. I developed and maintained dashboards in Tableau for performance monitoring and exploratory analysis. Partnering with Product, Business Operations, Finance, and Marketing teams, I identified opportunities for improved customer retention and manipulated large data sets to interpret trends. As a senior business analyst for the Common Reporting Standard (CRS), I ensured successful implementation and deployment in multiple countries, detailing data requirements and maintaining data integrity. My advanced analytical skills and strategic thinking were crucial in driving data-driven decisions and informing strategic initiatives.