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Sumit Saraswat

Experienced professional with a decade of expertise in the corporate sector, having made significant contributions at renowned companies including Metlife, Adobe, and Oracle. A natural leader known for fostering collaboration and guiding teams towards success. My skill set spans Business Analytics, Business Intelligence, Advanced Excel, SQL, and VBA. Passionate about leveraging data-driven insights to optimize decision-making and drive organizational growth. Committed to continuous learning and sharing knowledge to empower those around me. Let's connect and explore opportunities to create impact together.

  • Role

    Senior Business Analyst

  • Years of Experience

    12 years

Skillsets

  • Data Analysis
  • Python
  • PowerBI
  • Business Intelligence
  • Excel
  • OBIEE
  • ETL - 6 Years
  • SQL - 6 Years

Professional Summary

12Years
  • May, 2023 - Present3 yr 2 months

    Senior Business Analyst

    Oracle
  • Aug, 2019 - Apr, 20233 yr 8 months

    Business Analyst

    Adobe Systems
  • May, 2012 - Aug, 20197 yr 3 months

    Senior Business Analyst

    MetLife GOSC

Applications & Tools Known

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    Power BI

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    Advanced Excel

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    SQL

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    Python

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    Cognos

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    SQL Server

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    VBA

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    Macros

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    OBIEE

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    Microsoft SQL Server

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    Excel

Work History

12Years

Senior Business Analyst

Oracle
May, 2023 - Present3 yr 2 months
    Integral member of the Financial Business Intelligence team within Oracle Advertising, focused on enhancing the Oracle Data Cloud revenue management framework. Led the creation and execution of ETL packages, efficiently loading data into reporting databases to support daily revenue calculations and payment distributions to partners. Supported the production of global revenue reports, ensuring accuracy and timely availability of financial data for strategic decision-making. Optimized and simplified data structures, enhancing performance and enabling more efficient data processing and analysis. Extracted, integrated, and analyzed complex datasets from various sources, driving business excellence and supporting informed decision-making. Designed and developed Power BI and Oracle Analytics Cloud dashboards for internal stakeholders, providing insights into revenue streams for advertisers, agencies, and platform usage. Resolved user queries and technical issues through JIRA, addressing data mapping, reporting pipeline, and reporting issues by writing and optimizing complex SQL queries. Created and altered stored procedures and developed SQL automated jobs to streamline data processes and improve reporting efficiency. Collaborated with cross-functional teams to ensure the accuracy and integrity of financial data across the organization. Provided technical support and guidance on data-related issues, contributing to the overall improvement of Oracle's financial data management practices. Continuously improved data management processes, implementing best practices for data extraction, transformation, and loading (ETL).

Business Analyst

Adobe Systems
Aug, 2019 - Apr, 20233 yr 8 months
    Led the design and maintenance of Power BI dashboards to track agent performance KPIs, including productivity, CSAT (Customer Satisfaction), and headcount metrics. Developed and automated agent scorecard reporting using Power BI and Advanced Excel, providing detailed insights into individual and team performance. Conducted in-depth analysis of CSAT scores, identifying trends and areas for improvement in customer service and agent performance. Performed headcount validation and reconciliation, ensuring data accuracy and alignment with business forecasts and reporting requirements. Utilized SQL Server to extract, transform, and load data into Power BI for comprehensive analysis and visualization. Forecasted customer volume for monthly, quarterly, and annual planning, using historical data and predictive modeling techniques in Excel and Power BI. Maintained existing Power BI dashboards, ensuring they accurately reflected real-time data on agent productivity and operational performance. Collaborated closely with WFM and customer experience teams, translating their data needs into actionable insights and effective reporting solutions. Enhanced data extraction processes from operational tools, ensuring seamless integration and accurate data flow into Power BI and other reporting platforms. Streamlined reporting processes by automating repetitive tasks using Advanced Excel functions, VBA, and Power BI features, significantly reducing manual workload. Provided technical support and training to team members and stakeholders, improving their understanding and utilization of Power BI and Excel for reporting purposes. Managed ad-hoc data queries and reporting requests, delivering timely and accurate insights to support decision-making across the organization.

Senior Business Analyst

MetLife GOSC
May, 2012 - Aug, 20197 yr 3 months
    Led the development of Power BI dashboards for financial and operational reporting, aligning with stakeholder requirements and business goals. Conducted thorough data analysis of reinsurance contracts, translating findings into actionable insights for reporting. Managed data extraction and ETL processes from SQL Server and other databases, supporting seamless data integration and reporting. Developed and automated reports using Advanced Excel, VBA, and Power BI, improving reporting efficiency and accuracy. Supported the design and maintenance of dashboards for the Ceded Re function, ensuring robust data visualization and reporting. Documented all reporting processes, ensuring a clear audit trail and compliance with internal and external standards. Maintained effective communication with onshore teams, managing expectations and delivering timely updates on reporting activities. Identified and implemented process improvements, streamlining workflows and enhancing data accuracy and reporting capabilities. Handled ad-hoc queries and managed department procedure manuals, ensuring comprehensive process documentation and consistency.

Achievements

  • Improved data accuracy and efficiency in revenue reporting, contributing to better financial decision-making.
  • Enhanced visibility into agent productivity and customer satisfaction, leading to data-driven improvements in service quality and operational performance.
  • Improved accuracy in headcount reporting and enabled proactive workforce planning, aligning staffing with forecasted demand.
  • Identified key drivers of customer satisfaction and informed strategies to enhance service quality and customer experience.

Major Projects

4Projects

Revenue Management Dashboard - Oracle

    Objective: Streamline revenue calculations and payment distributions using Power BI. Role: Designed and developed Power BI dashboards, integrated ETL processes, and provided data analysis for revenue management. Achievements: Improved data accuracy and efficiency in revenue reporting, contributing to better financial decision-making.

Agent Performance Dashboard - Adobe

    Objective: Track and analyze agent performance metrics to improve operational efficiency and customer satisfaction. Role: Developed and maintained Power BI dashboards, automated scorecard reporting, and performed detailed data analysis. Achievements: Enhanced visibility into agent productivity and customer satisfaction, leading to data-driven improvements in service quality and operational performance.

Headcount Reconciliation & Forecasting - Adobe

    Objective: Ensure accurate headcount reporting and forecast future staffing needs based on historical trends and operational requirements. Role: Validated and reconciled headcount data, forecasted customer volume using Excel and Power BI, and supported strategic workforce planning. Achievements: Improved accuracy in headcount reporting and enabled proactive workforce planning, aligning staffing with forecasted demand.

Customer Satisfaction Analysis - Adobe

    Objective: Analyze CSAT data to identify areas for improvement and drive enhancements in customer experience. Role: Conducted in-depth analysis of CSAT scores, developed Power BI visualizations, and provided actionable insights to the customer experience team. Achievements: Identified key drivers of customer satisfaction and informed strategies to enhance service quality and customer experience.

Education

  • Bachelor of Science

    Dr Bhimrao Ambedkar University

Certifications

  • Oracle certified professional (oracle analytics cloud)

AI-interview Questions & Answers

Yeah. So, I've started my career with MetLife, and I have worked there for approximately 7 to 7.5 years as a business analyst or data analyst. In 2019, I joined Adobe Systems as a senior business owner, where I was part of the customer experience domain. We needed to keep track of the performance of the agents who were resolving customer queries via calls or chats. At Adobe, I created different Power BI dashboards. We used to get data from different sources, such as our SQL Server, Excel, and various JSON and KPIs. We would load those BI datasets into our Power BI system and build visualizations based on the requirements of the stakeholders. Most of the time, it was an agent performance dashboard where we created KPIs, like product 20 percentage, online percentage, and contact per handled per day, contact handled per hour, kind of KPS, which we built on the visualization tool. Apart from that, I've also created the AUX usage report dashboard, which was based entirely on Power BI. Most of the time, we would get queries from different managers and teams, saying, "We need this agent data, so we need to fetch that data from a particular server." We would then create reports based on the requirements. That's it from Adobe. In 2023, I joined Oracle as a senior business analyst. In my role here, my responsibilities include maintaining Power BI dashboards and OAC dashboards. Apart from that, we got requests from stakeholders saying, "You need to prepare some reports for a particular audience and the partner side." So, we would prepare those reports and provide insights. In Oracle, we get requests through Jira. When we explore the Jira request, we observe what all KPIs they need or what all requirements they have. Based on the requirements, we provide the data. I guess that's it from my end.

So it totally depends upon the requirements. So which method we use, it could be direct query or import. So if we want to improve our efficiency of the dashboard or report, we preferred import because all the data saves on your data model. But on the other hand, indirect query, the all the data saves on the server side. So we always prefer indirect query if there's no need of daily refresh of the data or the requirement is not urgent for a refresh. So we prefer to use indirect query. Import data. What it does, it creates a cache memory in Power BI Desktop and stores the data in our model. So the retrieval of the data is very fast compared to the direct query.

Yeah, I have worked on restricting data to role level security. So for that, it depends on the user. If the user belongs to a different region or different country, we provide the RLS based on their criteria. We use DEXs. If a particular user belongs to a specific region, we provide the region equal to that region. And based on the role, we restrict them to use specific data. So, role level security is basically two types. One is static and dynamic. In static, we provide access based on the role, where they belong, and what kind of database team they belong to. In dynamic, we pull their username based on the user principal name or username. And with the help of this, we provide dynamic role level security to the user. Dynamic role level security helps us to restrict thousands of users using our dashboard based on the dynamic rollover security. And we create access based on their email ID. We map with that table and map it into our data model. And based on that, we pass the username to provide dynamic row level security.

Should a particular post testing application security. No, I don't have an answer for that right now. We implement rule level security or object level security, but didn't understand this question completely.

What are the key considerations we would recommend? So most of the time, if we're working on a complex text, we make sure it's concise. Variables should be there, and we don't use indexes that take most of the memory. So, we check with the performance visualizer if there are dexes that are taking up memory of the cache. And if they are taking too much memory, we try to find those dexes that are taking less memory compared to the others.

When we're slow running complex text, we determine if it should be optimized for rewriting if our current debt, which we have created, is created, taking too much time to execute, and we check the performance of the particular decks. If it is good or not good, taking too much time in a performance analyzer. So we try to replace that with better decks.

Customers contribute. Yes. So, in here, we are using a wildcard character to search for a specific country. So, what can we do? We replace that with equals Germany. This will help us to find the data where the country customer.country is Germany. Or, second thing, if needed, we can, as per the requirement, fetch only those columns instead of all or instead of asterisk. We only need to fetch the columns that are required in our report, such as product ID, customer ID, revenue, whatever it is.

I don't have answer for that. Oh, let me try, I guess.

Reporting is so isn't that accurately reflect complex. I don't have an answer for that either.