Summary
Overview
Work History
Education
Skills
Projects
Certification
Timeline
Generic

Hema Poria

Wallingford,PA

Summary

Results-driven professional with extensive experience at PJM Interconnection L.L.C., excelling in data analysis and financial modeling. Proven ability to deliver actionable insights and enhance operational efficiency. Skilled in SQL and Power BI, complemented by strong communication and collaboration skills, driving impactful solutions in dynamic environments.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Customer Analyst and Advisor

PJM Interconnection L.L.C.
Audubon, USA
05.2024 - Current
  • Monitored daily issues related to cases to facilitate pain point analyses.
  • Analyzed customer inquiries and complaints for actionable insights.
  • Generated monthly reports of market participant cases for Director of Energy Market Operations from Salesforce.
  • Prepare the monthly report for regulation market design to know the queries customers have for New Reg A and Reg D.
  • Compiled detailed reports on customer service activities and performance metrics.
  • Create a Pardot communication report for analyses on emails that have been read, and create metrics of read, unread for all PJM RMD messages.
  • Conducted quality control checks across all customer service operations.
  • Identified opportunities for system improvements based on analysis results.
  • Participated in meetings to discuss solutions for recurring issues.
  • Performed trend analysis on historical data to highlight areas needing enhancement.

Pricing Financial Analyst

Essity Professional Hygiene
Philadelphia, USA
05.2023 - 08.2023
  • Assisted senior management in maintaining profitability by analyzing portfolios, and implementing strategies and techniques.
  • Evaluated complex financial information from multiple sources to make sound recommendations.
  • Created financial models to assess opportunities.
  • Drafted presentations summarizing key findings from financial analyses.
  • Prepare detailed financial account consolidation and analysis.
  • Monitor variance, and explain performance against operating plans and programs.
  • Prepare monthly financial reports.
  • Worked with cross-functional teams to develop and execute on-time, and on-budget projects and initiatives.

Data Manager and Program Coordinator

Widener University
Chester, USA
09.2021 - 12.2022
  • Gathering and categorizing data from various sources, ensuring its accuracy and completeness.
  • Designing, implementing, and maintaining databases to store and retrieve data efficiently.
  • Analyzing data to identify trends, patterns, and insights, and preparing reports and visualizations for stakeholders.
  • Providing training and support to staff on data management best practices, policies, and tools.
  • Completed day-to-day duties accurately and efficiently.

Data Analyst

Prepay Nation
Berwyn, USA
01.2015 - 01.2016
  • Analyzed and tracked data to prepare forecasts and identify trends.
  • Collected, tracked, and reviewed data to evaluate business and market trends.
  • Defined KPIs based on collected data sources.
  • Built visualizations that enabled users to interpret results from complex analyses quickly.
  • Leveraged SQL queries to extract, transform, and load data into databases.
  • Developed dashboards with Tableau to monitor key performance indicators.
  • Collected, tracked, and evaluated current business and market trend data.

Education

Bachelor of Science - Accounting

University of Mumbai
Mumbai
03-2024

Post Graduate Diploma - Big Data and Analytics

S.P. Jain School of Global Management
Mumbai, India
06.2016

MBA - Marketing

Sikkim Manipal University
Mumbai, India
06.2008

Skills

  • Data mining and analysis
  • Advanced Financial Modeling
  • Trend analysis
  • Data visualization
  • Attention to detail
  • Data analysis
  • Financial Statement Analysis
  • Report preparation
  • Team Collaboration
  • Financial Dashboard Development
  • Business Insights and Reporting
  • Statistical analysis
  • Data retrieval
  • Data cleaning
  • Programming skills (Python, SQL, R, SAS)
  • Advanced Excel
  • Tableau
  • Power BI
  • Communication and Presentation
  • Organization and time management
  • Data Management
  • Analytical skills
  • Team collaboration
  • CRM software

Projects

  • Credit risk analysis project for the banking sector, Using Excel, focusing on loan performance, collateral coverage, and customer creditworthiness. Designed dynamic dashboards and pivot tables to track key risk indicators, such as Days Past Due (DPD), credit score trends, utilization ratios, and collateral gaps. Developed risk flags using formulas and conditional formatting to identify high-risk borrowers and overdue accounts. Provided actionable insights to stakeholders for de-risking the loan portfolio and strengthening credit policies.
  • Customer Churn Analysis (Power BI), Capstone project - Customer churns. Analyze customer data to identify factors contributing to Customer churn and develop strategies to reduce customer churn. Led comprehensive customer churn analysis initiative, employing statistical model and data analysis techniques to identify patterns and factors influencing customer attrition. Conducted Exploratory data analysis to gain insight into customer behavior, highlighting key indicators of dissatisfaction and potential churn triggers.
  • Sales Analysis (SQL, Advance Excel), Analyze and track customer data of online retail shops. Data comprised of information about customers, payments, products, and orders of 100 transactions. Answering questions from the manager on sales analysis. Calculating key performance metrics based on dimensions like time, region, or product category.
  • Profit Analysis (Tableau), Profit Analysis on sales of vintage cars. Created dashboard and interactive storytelling using a global superstore and vintage car datasets. Visualized project solutions for key issues such as poor sales based on different demographic regions and seasonality.

Certification

SAS, EXCEL: Mastering Pivot Table Dashboards and Reports

Timeline

Customer Analyst and Advisor

PJM Interconnection L.L.C.
05.2024 - Current

Pricing Financial Analyst

Essity Professional Hygiene
05.2023 - 08.2023

Data Manager and Program Coordinator

Widener University
09.2021 - 12.2022

Data Analyst

Prepay Nation
01.2015 - 01.2016

Bachelor of Science - Accounting

University of Mumbai

Post Graduate Diploma - Big Data and Analytics

S.P. Jain School of Global Management

MBA - Marketing

Sikkim Manipal University

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Hema Poria