Summary
Overview
Work History
Education
Skills
Websites
Certification
Skills
Academic Project Experience
Timeline
Generic

Mitali Roy

Little Rock,AR

Summary

Solutions-focused professional with extensive experience in banking and customer services. Skilled in process optimization, system administration, and business analytics, with a strong foundation for a Business Analyst role. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience
2029
2029
years of post-secondary education
8
8
Certifications
3
3
Languages

Work History

Retail Banker

First Security Bank
01.2021 - 01.2022
  • Managed customer accounts, ensured compliance, and maintained service standards
  • Built a robust client communication framework, ensuring transparency and trust, which led to a stronger client-bank relationship
  • Strengthened compliance by adhering to Anti-Money-Laundering (AML) and Know Your Customer (KYC) protocols

Assistant Manager

Union Bank of India
01.2012 - 01.2018
  • Led daily banking operations, from transactions to branch resource management
  • Recognized for enhancing customer loyalty and branch productivity
  • Served as the escalation contact for operational issues, reinforcing team trust

Education

Post Graduate Program - Business Analysis

Purdue University

Master of Business Administration - Finance

Heritage Institute of Technology
01.2009 - 01.2011

Bachelor of Commerce - Accounting & Finance

Calcutta University
01.2005 - 01.2008

Skills

    Microsoft Office Suite

    Power BI

    Tableau

    SQL

    Communication

    Problem Solving

    Cross-Functional Collaboration

    Critical Thinking

    Time Management

    Analytical thinking

    Requirements gathering

    Problem-solving

    Project management

Certification

PG BA Certification in Microsoft Excel

Skills

Proficient in generating insights using Power BI, Tableau, Excel, and SQL., Adept at workflow streamlining in line with regulatory standards., Proven record of addressing complex client issues to enhance satisfaction., Effective team player in administering tools and troubleshooting.

Academic Project Experience

Capstone Project: ABC Pantry Enhancement:

· Developed Tableau reports and Figma wireframes to improve engagement and sales.

· Established documentation and generated flow charts, focusing on designing a structured implementation plan based on clear requirements for the ABC Pantry section.

· Built Tableau templates to facilitate management reporting on total sales, category performance, and geographic insights, facilitating data-driven decisions that strengthened customer engagement and sales strategies across multiple zones.

· Created wireframes using Figma to support user-friendly navigation and accessibility, displaying key products in logically organized categories to meet household consumption needs and improve customer engagement.

· Integrated non-intrusive advertising placements, special offers, and a versatile shopping cart that accommodates both essential and non-essential products, effectively driving repeat sales and boosting revenue.

CBAP: Hospital Management System for Mayo Clinic:

· Compiled stakeholder list with roles and responsibilities.

· Developed system workflow to outline key processes and user interactions.

· Documented in-scope and out-of-scope features using Use Case Diagram (UML) to set clear boundaries.

· Defined functional requirements for system features to guide design and development.

· Created ER and dataflow diagrams to map data structure and information flow.

· Mapped patient admission process with a flowchart using Microsoft Visio.

· Designed wireframes and mock screens in Figma for UI/UX representation.

Tableau: Comparison of Region based on Sales:

· Designed a tableau dashboard to analyze and compare sales performance across different regions of an organization to make necessary improvements.

Excel: Predicting restaurant tips using Predictive Analytics on Excel:

· Built Predictive model using Linear Regression model to calculate Actual and Predicted Tip values of a restaurant. Performed data cleaning, calculated RMSE and basic arithmetic functions.

Power BI: Data Manipulation and Reporting with Power BI:

Constructed a consolidated and interactive Power BI report to assess business performance of a restaurant aggregation and meal delivery service provider.

Timeline

Retail Banker

First Security Bank
01.2021 - 01.2022

Assistant Manager

Union Bank of India
01.2012 - 01.2018

Master of Business Administration - Finance

Heritage Institute of Technology
01.2009 - 01.2011

Bachelor of Commerce - Accounting & Finance

Calcutta University
01.2005 - 01.2008

Post Graduate Program - Business Analysis

Purdue University
Mitali Roy