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Yash Bheda

Yash Bheda

Customer Care Executive

Followers of Yash Bheda233 followers
location of Yash BhedaAuckland, Auckland, New Zealand

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  • Timeline

  • About me

    Empowering Business Growth through Data Insights | Excel & Power BI Enthusiast | Business Reporting & Insights Manager at Likewize

  • Education

    • Auckland Institute of Studies

      2016 - 2017
      Post Graduate Diploma in Business Administration Business Administration and Management, General

    • University of Mumbai

      2006 - 2009
      Bachelor of Commerce (B.Com.) Accounting and Finance

      Completed B.Com in the year 2009 with accounts and finance as the specialization.

  • Experience

    • Kankei Relationship Marketing Services Pvt. Ltd.

      Jul 2006 - Aug 2007
      Customer Care Executive

    • Tata Consultancy Services

      Aug 2007 - Oct 2009
      Customer Service Representative

    • Sutherland Global Services

      Nov 2009 - Jul 2010
      Technical Support Representative

    • Serco

      Oct 2010 - Aug 2013
      MIS Executive

      • Payroll, incentive & headcount reporting.• Design dashboards for data representation.• Publish weekly and monthly service reviews.• Publish reports for quality department of Retail Telephony.

    • J.P. Morgan

      Aug 2013 - Jun 2016
      Analyst

      • Extensively involved in analyzing and forecasting expenses for Corporate & Investment Banking.• Publish monthly, a quarterly and annual dashboard to senior management representing trend analysis vs forecast at various hierarchy levels within the line of business.• Writing VBA scripts (macros) to continuously improve the working structure of various reports/dashboards published.• Drive business process efficiency by identifying and implementing process improvement projects.

    • American Express

      Sept 2016 - Jul 2018
      Customer Service Representative

      • Instant credit approvals for American Express & David Jones Alliance.• Handling and Consultation of inbound calls from Australian applicants.

    • Pulse Energy Alliance Ltd

      Jul 2017 - Oct 2017
      Reporting Analyst

      • Publish accruals estimate, settlement data, final accruals, Invoicing.• Publish monthly reports outlining performance summary to CEO and the board.• Maintain and update Energy Trading Risk Management System (ETRMS) weekly.• Forecast demand considering customer numbers, regional spread, average consumption, seasonal and daily usage.

    • Indevin New Zealand

      Jul 2018 - Nov 2021
      Operations Analyst

    • Likewize

      Nov 2021 - now

      • Business Reporting & Insights Manager

        Jul 2024 - now

      • Product Lifecycle Management Analyst

        Nov 2021 - Jul 2024

  • Licenses & Certifications

    • Mastering DAX 2nd Edition Video Course Completion

      SQLBI
      Dec 2024
      View certificate certificate

    • The Complete SQL Bootcamp

      Udemy
      Oct 2023

    • Advanced DAX for Microsoft Power BI

      Udemy
      Jul 2023