Patanjali Sharma

Experience

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  First Revenue Assurance

  Jul 2007 - Jun 2009

  Sr Business Analyst

  - Involved with the monthly revenue forecasting process to provide foresight to operations and HR around benchmarking, goal setting and identifying staffing needs adhering to GAAP.- Developed Cognos reporting for Ops, HR and sales by utilizing SQL, Access, and Excel data sets. - Drove a 5% increase in revenue by introducing a fantasy collection game as a part of a new motivational strategy. - Collaborated with sales and marketing to assess client rate offers, analyze RFPs, and support client - presentations with impactful data insights.- Devising, refined, and executed strategy focused on the account flow manager module in the collection software (CUBS) by using events, actions, sub-strategies and loops. Show less

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  Cochlear

  Jun 2009 - May 2011

  Marketing Analyst Manager

  - Developed financial models and business insights to support strategic decision-making and operational planning.- Led forecasting and budgeting processes, ensuring alignment with corporate growth objectives.- Analyzed sales and market data to identify trends, optimize pricing strategies, and improve revenue performance.- Collaborated with cross-functional teams including Finance, Sales, and Operations to drive data-driven decision-making.- Implemented reporting automation and dashboarding to enhance financial visibility and operational efficiency.- Tools Used: Hyperion, Business objects, SQL, Excel, Cognos, SAP. Show less

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  Comcast

  May 2011 - Aug 2013

  Business Intelligence Analyst

  - Led the end-to-end migration of 200+ enterprise-level dashboards and reports from MicroStrategy to Power BI, impacting over 500 business users across marketing and finance teams.- Collaborated with cross-functional stakeholders to analyze legacy MicroStrategy reports, document business logic, and prioritize features for Power BI redevelopment.- Rebuilt and enhanced 200+ critical reports in Power BI, leveraging DAX, Power Query, and data modeling best practices to optimize performance and interactivity.- Created a centralized semantic model in Power BI for standardized metrics and KPIs, improving reporting consistency and reducing redundant calculations.- Worked closely with the data engineering team to design ETL pipelines and ensure data quality, resulting in faster refresh cycles and accurate data availability.- Conducted user training sessions and developed documentation to drive adoption and self-service capabilities across departments.- Identified and implemented opportunities to streamline reporting workflows, reducing report delivery times by 40%. Show less

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  Account Control Technology, Inc.

  Aug 2013 - Dec 2017

  Financial Analyst manager

  - Led financial modeling and due diligence for the acquisition of COI, assessing deal feasibility and risk.- Managed contract analysis and valuation to support M&A decisions and strategic growth initiatives.- Collaborated with senior leadership to align financial strategies with business objectives.- Developed forecasting models to optimize revenue projections and operational efficiencies.- Ensured regulatory and compliance adherence in financial reporting and strategic planning.Tools Used: SQL, Excel, Power BI, Tableau, Financial Modeling Software, Contract Management Systems. Show less

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  TSI - Transworld Systems Inc.

  Jan 2018 - now

  Director Finance & Analytics

  - Led development of a Priority Scoring Model for all Lines of Business, integrating multiple data sources.- Managed SQL workflows and ETL pipelines to automate data processing and model updates.- Oversaw a cross-functional team of 20+ members, ensuring project alignment through agile practices.- Implemented DataIKU for data synthesis and model deployment, enhancing decision-making.- Ensured compliance with regulatory guidelines in data-driven decision models.Tools Used: Netsuite, Adaptive, SQL Server, DataIKU, Python, Tableau, MS Excel, Power BI, ETL Pipelines, Credit Bureau APIs, Salesforce. Show less