Resume

Bhamidipati Santosh Naga Lakshman

Email id: lakshman.bsn@gmail.com
Phone: 9346489731

Professional summary

 Overall 8+ years of IT experience as Financial Data Analyst with a proven track record in
Business Intelligence (BI) and Data Analytics. Proven ability to identify business needs and
develop valuable solutions to drive accuracy and process efficiency.
 Over 5+ Years of experience in Advance excel, VBA, Power Query & 3+ into Power BI.
 Delivered BI Solutions in Power BI & Excel.
 Good experience in Data Analysis, Design, Implementation, Administration and Support of Busi-
ness Intelligence.
 Having Experience in designing Star schema, Fact constellation Schema, Fact, and Dimension ta-
bles.
 Built MS Excel applications using VBA to help process automation and control
 Developed SQL Queries for Data retrieval, Common Table Expressions, and Temporary Tables to
support Power BI Reports.
 Good Experience in writing DAX (Data Analysis Expression) while Creating Custom, Calcu-
lated Columns, Measures, Tables Formatting, etc. as per the Business needs
 Good Experience in Creating Dashboards and reports using Charts like Pie-Chart, Donut, Bar
Chart, Word Cloud, Multi-Row Card, Card, Map, Heat Map, Table, Matrix, Scatter Chart, Line
Chart, Slicers, etc., in Power BI.
 Having Experience in Creating Hierarchy and Drilldown, Drill up, and Drill through Ap-
proaches
 Having Experience in Sync Slicers, Buttons, and Shapes in Power BI
 Having Experience in Edit Queries of Power BI for Modelling the data like Append Data,
Merge Queries and Using Joins, Group By, Conditional Column, Index Column, and Other Data
Cleansing Operations.
 Having Experience in Publishing to Power BI Service and giving access control to Reports to-
wards Various Departments for Business use.
 Implemented RLS (Row Level Security) on many reports by using Manage Roles and adding users
into those roles in Power BI Service as per the Business Requirements.
 Good Experience in RFP Submission for business renewals.
Work Experience

 Working as Associate Manager for Pepsico GBS Jul-23- to Till date.

 Worked as a Project Analyst for Verizon data services from Apr-2020 to Jul-23.
 Worked as Process Developer for Genpact from Aug-19 to Apr-20
 Worked as Process Analyst for Syniverse Technologies from Nov-17 to Jul-19
 Worked as IT Recruiter for NavTech Consulting from Apr-15 to Feb-17

Technical Skills:

 BI Tools: Power BI, Excel, Tableau

 Other programming: Knowledge on Python & working knowledge on VBA for Excel.
 Development Skills: VBA, SQL, DAX
 Data/ Business/ Systems Analysis
 Data Quality and Standards

Education Qualification:

 B.com (Computers) from Sai Sudhir Degree college (O.U) – 2014

 MBA: Finance from Holy Mary Institute of Management (O.U) -2020

Project Summary:
Project: FP-Transformation (Jul’23- Till Date)
Role: Associate Manager
Environment: MS Power BI, VBA & Advance Excel.

Roles & Responsibilities:

 Working towards to achieve yearly & quarterly Value realization targets to reduce the headcount.
 Using financial data to make financial & Ad-hoc reports and dashboards in Power BI & Excel.
 Identifying areas of automation and simplification to achieve hours savings of the team’s target.
 Automating & simplifying excel templates using VBA, Power Query & Advance excel functions.
 Recommending and implementing process improvements to enhance efficiency, reduce costs, and improve
quality.
 Handling sector related projects for APAC & ICF regions and achieving sprint targets.
 Using Snowflake data source create datasets and published into service and connect that source using
Power BI Desktop.
 Creating relationships as per the requirement in Data Model and using standard visuals like Bar Charts, Pie
Chart, Donut, Scatter Chart, Waterfall Chart Slicers, Cards, Multi-Card, Table, Matrix, etc., created interactive
reports in Power BI.
 Created calculated columns, measures, and tables using DAX expressions as per the requirement
 Created Drill Down Reports, Drill Through Report by Region.
 Worked on all types of transformations that are available in Power BI query editor.
Project: DV-BCIS (Apr’20- Jul-23)
Role: Analyst- Proj / Prog Mgmt
Environment: MS Power BI, SQL, VBA, Advance Excel.

Roles & Responsibilities:

 Using Snowflake data source create datasets and published into service and connect that source using
Power BI Desktop.
 Creating relationships as per the requirement in Data Model and using standard visuals like Bar Charts, Pie
Chart, Donut, Scatter Chart, Waterfall Chart Slicers, Cards, Multi-Card, Table, Matrix, etc., created interactive
reports in Power BI.
 Created calculated columns, measures, and tables using DAX expressions as per the requirement
 Created Drill Down Reports, Drill Through Report by Region.
 Worked on all types of transformations that are available in Power BI query editor.
 Have gone through Formatting options of various visuals like Conditional Formatting, Field Formatting, Selec-
tion Controls, Icons, and Filters.
 Created Workspace and content packs for business users to view the developed reports.
 Ensuring the 100% quality output by following the quality checklist before submitting to requestor
 Identifying the revenue gap and communicate the same with the requestor by providing valid information in
the revenue analysis report
 Develop Power BI reports & Effective dashboards after gathering and translating end-user requirements.
 Created Buttons for reset and added Bookmarks, Selection Pane and updated.
 Handling sensitive customer financial information and following all the GDPR norms while preparing the re-
ports.
 Training & guiding the new hires on business case daily routine tasks.
 Part of UAT team for peer developed Macros & Reports testing from end user point-of-view and suggesting
few enhancements on data integrity.
 Implemented RLS as per the requirement and shared report access to the users accordingly.
 Published Report to Power BI Service and shared to various users who exists on Power BI Service.
 Extracting information from various Verizon proprietary systems & SQL Server for validations and reconcilia-
tions.
 interpreting the complex contract information for variance analysis, Providing supporting information to
sales team on larger revenue variances.
 As a SME for offline models – Supported team by building the complex VOIP & Local CLEC offline models.
Converting the complex raw invoice and contract data into easy understandable models.
 Providing meaningful insights by creating and maintaining standard excel & Power BI dashboard that allows
sales team/PCM to present the revenue information to customers.
 Built MS Excel applications using VBA to help process automation and control.

Project: Dixons & Carphone (Genpact) (Aug'19 to Apr’20)

Environment: Microsoft Power BI, SQL Server 2012, Excel, VBA

Roles & Responsibilities:

 Used various sources to pull data into Power BI desktop such as MS Sql Server, Excel, and CSV.
 Develop Power BI reports & Effective dashboards after gathering and translating end user requirement
 Wrote calculated columns, Measures query’s in power bi desktop to show good data analysis techniques
 Prepared Management Deck reports and visualized the same in Power BI.
 Worked on all types of transformations that are available in Power BI query editor.
  Created Reports using Charts like Pie-Chart, Donut, Bar Chart, Word Cloud, Multi Row Card, Card, Map, Hear
Map, Table, Matrix, Scatter Chart, Line Chart, Slicers etc
 Preparation of bank reconciliation report and bank statement in excel and published to global stakeholders.
 Interpreting the complex financial information for variance analysis, Providing supporting information to collec-
tion team on discrepancies.
 Preparing Periodic reports on Cash inflow at Store and Bank deposits in excel.
 Preparing reconciliation report on Weekly basis to know the cash loss in each store.
 Preparing Cash flow report on daily basis to know the External Cash outflow and inflow publishing same to
stakeholders.
 Preparing weekly SLA reports of emails, refunds and lodgments.

Project: FCH- Post Settlement (Syniverse) (Nov’17 to Jul'19)

Roles& Responsibilities:
Environment: MS Excel

 Gathered requirements from entire post settlement heads and regularly interacting with the teams on change/
add or modifying the reports in Excel.
 Extracted data from internal tools- One1Clear, CRM, HSBC, CITI & SCB bank portal into MS excel for report
preparation.
 Develop excel reports & Effective dashboards after gathering and translating end-user requirements.
 Generated KPI reports in excel and published to respective stakeholders.
 Data preparation in power query and Worked on all types of transformations that are available in excel query
editor.
 Generated Ad-hoc reports on month end to know the target and achieved status
 Prepared VIP & SLA client reports in excel with 99% accuracy on collection & allocation status.
 Preparing daily MS excel reports of payments received in bank and distributing same to Allocation and
collections teams.
 Worked on client’s Allocation & Collections reports and daily comparison reports.
 Analyzing the problems and discover the best way to resolve the issue.
 Provided monthly payment reports of all the clients to managers of the post settlement process.
 Preparing daily, weekly and monthly reports on the unallocated cash for each account
 Additional job knowledge of Reconciliation Process, Invoice Process & DCH Process; developed / recommended
operating policies and procedures for the Accounts Receivable (AR) Section.