Jaymit Patel
Business Analyst
- Role
- Business Analyst at The Secure Technology
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Jaymit Patel
At Trinity LLC, our team leverages my expertise in business analysis to optimize…
Experience
Business Analyst
Aug 2023 — Present · TX, US
Formulated Tableau dashboards and Excel pivot tables to analyze financial portfolio performance, delivering actionable insights to 25 finance teams for strategic planning. Developed and launched 17 interactive Power BI dashboards that provided critical analysis of portfolio performance, enabling 25 finance teams to make informed strategic decisions and optimize resource allocation across projects. Transformed transactional records monthly through data cleaning and transformation using SQL, ensuring comprehensive analysis and data consistency. Automated variance analysis workflows in Excel, saving 40 labor hours monthly and streamlining reporting processes across departments. Partnered with stakeholders to define analytical needs and translated requirements into actionable deliverables, driving efficiency in reporting and decision-making processes. Designed SQL queries to extract, aggregate, and analyze data from 5 distinct systems, enhancing the accuracy and reliability of financial reports. Led cross-functional training sessions for 50+ team members on interpreting Power BI dashboards, improving data literacy and adoption of analytics tools across the organization.
Education
Texas Wesleyan University
Bachlor’s of science
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