Somesh Oza
Data Analyst | Tableau Certified | AWS Certified | Oracle Certified | Comptia Certified | Information Systems Grad at UMBC
- Role
- Business Intelligence Analyst at Hancock Whitney
- Location
- Catonsville, MD, US
- LinkedIn followers
- 500 followers
About Somesh Oza
Experienced Business Intelligence Analyst with 2+ years of strong background in data analysis, reporting, and business insights. Proficient in leveraging Power BI, SQL, Python, Pandas, NumPy, and Tableau to transform complex data into actionable insights that drive strategic decision-making. Adept at collaborating with cross-functional teams, utilizing Agile methodologies to improve processes, and enhancing operational efficiency. Demonstrates strong analytical skills, problem-solving abilities, and a commitment to delivering data-driven solutions that align with business goals and contribute to overall growth.
Experience
Business Intelligence Analyst
Oct 2024 — Present · US
Worked on Financial Health and Portfolio Performance Reporting, collaborating with cross-functional teams in an Agile environment. Led necessity gathering sessions using JIRA and A/B testing, optimizing reporting solutions and sinking report generation time. • Designed and developed automated reporting dashboards in Power BI, utilizing DAX to calculate key financial metrics like risk-adjusted returns and asset performance. This resulted in a 25% improvement in decision-making efficiency for senior leadership. • Performed in-depth portfolio performance analysis using SQL to extract data, and Python with Pandas and NumPy for data cleaning and statistical analysis. These insights improved financial forecasting accuracy by 18%, helping optimize portfolio allocation plans. • Collaborated with portfolio managers, risk management teams, and senior leadership to define and track KPIs. This aligned reporting efforts with Hancock Whitney’s financial goals, contributing to improved investment decision-making. • Built and maintained financial models to calculate risk-adjusted returns and optimize asset allocation using Power BI and advanced analytics, enhancing portfolio performance. • Delivered quarterly performance analysis reports and presentations highlighting key trends, risks, and strategic opportunities. Used Power BI and Excel to create visualizations, helping senior leadership adjust investment strategies for better portfolio management.
Education
University of Maryland Baltimore County
Master's degree, Management Information Systems
Savitribai Phule Pune University
Bachelor of Engineering - BE, Mechanical Engineering
2018 — 2022
Muktangan English School - India
HSC 12th , Science
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