AKILESH MOHANLAL NAIK
Harrison,NJ
Summary
Analytical and results-driven Data Analyst with a strong track record of success in the financial, healthcare, and supply chain domains. Proven expertise in establishing and enhancing reporting processes, database management, business process optimization, and ensuring data integrity. Adept at leading technology implementations, requirements gathering, and validation with Subject Matter Experts (SMEs). Advanced proficiency in SQL, Advanced Excel, Power BI, Tableau, and various ETL tools, with a demonstrated ability to model database structures, develop comprehensive reports, automate processes, and optimize operations. Experienced in utilizing tools like Jira and Confluence for effective project management and documentation, and skilled in creating and executing test plans to ensure system functionality aligns with business requirements. Known for a keen attention to detail, strong problem-solving skills, and the ability to translate complex data into actionable insights.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Data Analyst
Bayview Asset Management
New York, NY
08.2022 - 06.2024
- Establish and enhance reporting processes and reports, ensured maintenance of data integrity and serving as Subject Matter Expert (SME) for all Residential loan portfolios.
• Utilize SQL, Advanced Excel, Collateral Analysis system tool, and Power BI/Tableau to work with extensive datasets, model database structures, develop reports, automate processes, and optimize operations. This streamlines production of accurate and timely reports, aligning with both external and internal executive reporting mandates.
• Optimized, automated, and executed daily volume production reports using SQL, Excel, Collateral Analysis System, and Windows Task Scheduler, achieving 95% data accuracy and efficiency.
• Collaborate with FP&A to forecast and analyze key performance metrics, model essential assumptions and structures for comprehensive management company reporting.
• Developed comprehensive business requirement documentation for FHLB securitization, including detailed use cases and process flow diagrams. This streamlined project workflows and reduced system interface errors by 25%, enhancing overall project efficiency.
• Managed Residential loan portfolio valued at $2.9 billion, involving tasks such as cracking multiple seller loan tapes and creating loan sale tapes in adherence to industry standards with meticulous attention to detail.
• Collaborated across various teams, engaging with senior management through effective communication to gather business requirements and produce daily, weekly and monthly position reports showcasing various KPIs essential for critical business decisions.
• Created complex SQL queries to analyze and contribute to development of new databases, demonstrated keen understanding of database management.
• Developed and maintained monthly loan performance surveillance reports using Microsoft Excel and Tableau to identify underperforming loans totaling $100 million. Collaborated with cross-functional teams to enhance performance and efficiency of these loans. - Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements
Financial Analyst
Lakeview Loan Servicing USA
Coral Gables, FL
02.2021 - 08.2022
- Spearheaded development, maintenance, and served as Subject Matter Expert (SME) for Early Buyout (EBO)profitability model, utilizing economic and financial criteria to pinpoint optimal early buyout targets.
- Acquired comprehensive understanding of Lakeview early buyout program, encompassing execution of buyouts, warehouse financing, agency redelivery and pooling, and private securitization.
- Implemented systematic approach to monitor and generate daily financial reports on key business metrics associated with execution of early buyout program. Utilized tools such as Collateral Analysis System (CAS), MS-Excel, and Power BI.
- Proactively tracked mortgage industry trends and conducted evaluations to assess their impact on EBO target model.
- Reported on EBO activities using array of advanced tools, including Advanced Excel, SQL (SSMS), Azure Cloud Technology for business, and Collateral Analysis System (CAS).
- Developed and optimized SQL queries to enhance reporting capabilities, automate processes, and ensure data integrity for business processes.
- Diagnosed data flow issues across various SQL servers and resolved tickets through detailed root cause analysis. Created comprehensive prevention documentation and training, reducing error recurrence by 35% and enhancing team efficiency by 20%.
- Orchestrated automation of various processes and reporting, aligning with Business Requirements through utilization of MS Access, MS Power BI, and Azure Cloud Technologies.
- Collaborated with top management to formulate business strategies for EBOs based on market and financial trends.
- Directly contributed to and assumed responsibility for EBO activities totaling over $1.8 billion USD in past year.
- Oversaw reporting and analysis of financial data for EBO, managing portfolio worth approximately $1billion USD on monthly basis.
Billing and Account Receivables Analyst
Dental Leap
East Orange, NJ
09.2020 - 11.2020
- Contributed to billing department, specializing in dental coding workflows, and collaborated with team of engineers to devise optimized business process emphasizing technology-first approach.
- Developed comprehensive business workflows and effectively communicated strategies to team of developers and engineers.
- Conducted extensive research in health-tech and enterprise SaaS space to identify cutting-edge technology solutions for implementation.
- Utilized Robotic Process Automation (RPA) technology to streamline workflows, reducing reliance on in-person billing.
- Conducted audits on billing and payments, leveraging analytical tools such as Advanced Excel, Tableau, and Power BI to devise unique solutions based on provided datasets.
- Visualized and analyzed data in Excel and Tableau to identify inefficiencies in three business processes, subsequently implementing fixes that led to noteworthy increase in monthly income by $3,000 for months of September and October.
Graduate Research Assistant
NJIT
Newark, NJ
09.2019 - 12.2019
- Collaborated with datasets provided by ITSRC department.
- Applied advanced analytics in MS-Excel for data visualization, extracting valuable insights for projects undertaken by NJ Transport Department.
- Operated within team of 5 members, employing project management methodologies to efficiently manage multiple priorities and meet project deadlines.
Education
Master of Science - Engineering Management
New Jersey Institute of Technology
Newark, NJ, USA12.2020
Bachelor of Science - Electrical, Electronics And Communications Engineering
VTU
Bengaluru, KA, India08.2017
Skills
- SQL
- MSSQL
- Snowflake
- Power BI
- Lucidcharts
- Collateral Analysis System
- Advanced Microsoft Excel
- SAP
- JIRA
- Microsoft Office
- Data Visualization and Presentations
- ETL processes
- SSIS
- Tableau
- Salesforce
- Database Management
- Data Mining
- Data Analysis
- Data Validation
- Report Writing
- Data profiling
- Data formatting
- Analytical Problem Solving
- Data Modeling
- Attention to Detail
- Business Management
- Database Programming and SQL
- Data Integrity Validation
- Strong Work Ethic
- Statistical Analysis
- Report Preparation
- Project Management
- Optimization Techniques
- Microsoft Visio
- KPI Tracking
- Effective Communication
- Task Prioritization
- Self Motivation
Certification
- Certified Tableau Desktop Specialist
- Certified Lean Six Sigma Green belt
- Certified ScrumMaster
Timeline
Data Analyst
Bayview Asset Management
08.2022 - 06.2024
Financial Analyst
Lakeview Loan Servicing USA
02.2021 - 08.2022
Billing and Account Receivables Analyst
Dental Leap
09.2020 - 11.2020
Graduate Research Assistant
NJIT
09.2019 - 12.2019
Master of Science - Engineering Management
New Jersey Institute of Technology
Bachelor of Science - Electrical, Electronics And Communications Engineering
VTU
- Certified Tableau Desktop Specialist
- Certified Lean Six Sigma Green belt
- Certified ScrumMaster
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