Pooja Patel

• Designed and implemented advanced Tableau and Power BI dashboards for borrow and loan data, delivering real-time insights that enhanced decision-making across global markets projects.
• Automated the transfer of large-scale datasets from Oracle to SingleStore using Python, reducing data latency and ensuring high-performance analytics.
• Conducted in-depth data analysis leveraging Python and SQL to identify market trends, optimize trading strategies, and support data-driven decision-making for global market operations.
• Collaborated with business stakeholders, including traders, risk managers, and analysts, to gather requirements and create tailored BI solutions for various asset classes.
• Monitored and optimized data pipelines, ensuring seamless integration between upstream and downstream systems while maintaining data accuracy and consistency.
• Led initiatives to standardize reporting frameworks across global markets, enhancing efficiency and reducing report generation time
• Partnered with compliance and risk teams to implement robust data governance policies, ensuring adherence to regulatory standards for data handling and reporting.
• Supported predictive modeling efforts by integrating BI tools with machine learning models, improving forecasting accuracy for trading and investment activities.
• Provided technical mentorship to junior analysts and developers, fostering a high-performing team culture within the global markets BI division.
• Proactively identified and resolved bottlenecks in data workflows, ensuring the uninterrupted delivery of critical insights to senior management and trading desks.

• Designed and developed interactive Tableau dashboards to visualize benefits data, including 401(k) and Roth plans, empowering corporate clients to make informed decisions about their employee benefits programs.
• Analyzed large datasets using Python to uncover trends and provide actionable insights on participant behaviors, enabling data-driven strategies for benefits optimization.
• Worked extensively with Snowflake, MariaDB, MySQL, and Informatica to extract, transform, and load (ETL) data, ensuring seamless integration and accessibility for reporting and analysis.
• Collaborated with Workplace Consulting teams to deliver tailored BI solutions that addressed specific client needs, supporting their benefits management and strategic goals.
• Automated data pipelines and workflows, streamlining data preparation and improving the efficiency of reporting processes.
• Partnered with account management and sales teams to present data-driven insights and customized dashboards to clients, demonstrating Fidelity’s capabilities and driving new business opportunities.
• Supported data governance and privacy compliance efforts while working with sensitive employee benefits data, maintaining high standards of data integrity.
• Defined and implemented KPIs and performance metrics to help clients assess and improve the effectiveness of their benefits programs.
• Conducted advanced data modeling and created predictive analytics solutions to forecast participation trends and potential cost implications for clients.
• Provided mentorship and training on BI tools and best practices to team members, contributing to the growth of the Workplace Consulting team’s analytical capabilities.

• Built and maintained Tableau dashboards to analyze and visualize energy consumption data, providing actionable insights for energy efficiency initiatives and customer engagement strategies.
• Leveraged Salesforce CRM to integrate and track customer data, enhancing the accuracy and effectiveness of energy-saving program outreach and reporting.
• Developed and deployed ETL workflows using SSIS to process and consolidate large volumes of energy consumption and customer data from multiple sources.
• Designed and generated reports in SSRS to track program performance, customer participation, and energy savings, enabling data-driven decision-making across the Energy Efficiency department.
• Wrote and optimized complex SQL queries to extract and manipulate data for reporting and analytics, ensuring high data accuracy and integrity.
• Collaborated with cross-functional teams, including engineers and program managers, to define reporting requirements and develop tailored BI solutions to support energy efficiency projects.
• Automated data workflows and reporting processes, reducing manual effort and increasing efficiency in data handling and analysis.
• Conducted quality assurance and data validation to ensure the reliability and consistency of reports and dashboards.
• Contributed to the design of KPIs to measure program success, supporting the company's mission to improve energy efficiency and reduce consumption.
• Provided training and support to stakeholders on the use of Tableau dashboards and reports to facilitate adoption and improve data literacy across the department.

Agile methodology was used throughout the project, and there were daily scrum meetings, bi-weekly sprint planning, and backlog meetings.

Build and develop reports based on the user stories given by the product manager and product owner, and work closely with the Business Analyst.

Working on the UI/UX and making ad-hoc changes with product owners and product managers.

Developed interactive data visualization based on the lenders and dealers using different types of calculations, parameters, and filters.

Responsible for the creation of Tableau workbooks and dashboards using stacked bars, pie charts, bar graphs, scatter plots, geographical maps, and Gantt charts.

Held responsibility for integration points, and the order in which these must be executed.

Built compelling, interactive dashboards in Tableau that answer key business questions.

Evaluated DataMart's for the Tableau visualization.

Created extracts from the data source and refreshed extracts on the monthly data.

Used data blending, groups, sets, dual axis, and synchronized axis to enhance the data visualization.

Used dashboard actions for the drill-down of various reports, and URL action to connect to the Tableau server.

Published reports from the Tableau Desktop to the Tableau Server, and also managing the sites and projects on the Tableau Server.