Muskan Sugandhi
Analyst @CLSA
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WORK HISTORY
Analyst @CLSA
Pune, IN
Analyze financial and client-performance datasets using SQL, Excel, and Python to support investment banking analytics and reporting.Design and maintain automated Power BI dashboards for KPI tracking, revenue analysis, and business performance monitoring.Automate weekly investor and shareholder reporting, reducing manual effort and improving data accuracy.Develop revenue, consumption, and performance benchmarking reports for senior stakeholders.Perform data validation and reconciliation to ensure reporting accuracy across multiple sources.Collaborate with cross-functional teams to enhance reporting systems and analytics workflows.
EDUCATION
IPS ACADEMY, Indore
Master of Business Administration - MBA, marketing and business analytics
Datahari public school kukshi
12th, Maths
Govt pg college barwani
B.Sc.(CS), Computer Science
ABOUT MUSKAN SUGANDHI
Analyst with ~2 years of experience supporting Investment Banking and Financial Services teams through data-driven reporting, dashboard development, and analytics.Currently working with CLSA Technology & Services, where I analyze financial and client-performance data to deliver actionable insights for research, sales, and leadership stakeholders.Strong hands-on expertise in SQL, Python, Power BI, Tableau, and Advanced Excel, with a focus on automating recurring reports, improving data accuracy, and enhancing reporting efficiency in regulated banking environments.Experienced in building interactive Power BI dashboards, KPI tracking frameworks, and financial performance reports covering revenue, consumption, and client engagement metrics.Previously at ICICI Direct, leveraged analytics and performance reporting to support client strategy and leadership decision-making, achieving high client acceptance and productivity improvements.Known for strong problem-solving skills, attention to detail, and the ability to translate complex data into clear business insights for non-technical stakeholders. Open to Data Analyst / Reporting Analyst / Business Analyst opportunities within Investment Banking, Capital Markets, and Financial Services MNCs
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