Shilpa Deshmukh

Data Analytics & Product Manager – USPB Digital, Advisor Platforms, AWM Tech

Led the analytics function for the globally used Connect application, supporting front-office teams such as bankers, market managers, and advisors

• Managed analytics initiatives to track product adoption, usage statistics, performance, and develop monitoring dashboards and Advisor's Scorecard.
• Spearheaded the creation of tech products, including Chat CFO, Analytics Directory, and the Ask Me chatbot, to enhance user experience and streamline operations.
• Collaborated with cross-functional teams to provide data-driven insights and optimize product performance.

US Business Manager – Business Management, AWM F&BM

Managed business strategy and provided solutions to drive overall growth and performance.

• Collaborated with onshore teams to understand business challenges and deliver strategic, data-driven solutions.
• Leveraged strong finance knowledge and data analytics expertise to identify opportunities for improvement and business optimization. Applied data science techniques to develop actionable insights, supporting business decisions and fostering long-term growth. Shared Mailbox Automations, Broadcast emails customized emails to the bankers, dashboards, Python Bots were a few widely used solutions I have created.

Analytics Lead – MIS & Platform Team, AWM F&BM Supporting the core Finance team with weekly, monthly, and quarterly revenue reporting.

• Spearheaded the MIS team to automate key financial reporting dashboards, enhancing efficiency and accuracy for AWM Finance. Sole person to create globally used Managing for Growth dashboards. Managed and streamlined the automation of SQL Server jobs and data extracts using Control-M.
• Used Tableau, Alteryx, Control-M, T-SQL, and Advanced Excel, to deliver actionable insights and data-driven solutions. Collaborated with cross-functional teams to optimize reporting workflows and ensure the timely delivery of critical financial data.

Business Analyst & Data Developer – Union Bank of SwitzerlandAnalytics Service Provider

• Gathered business requirements, created documentation, and designed interactive end-to-end Tableau dashboards for multiple regions, enabling data-driven decision-making.
• Led ETL processes using Informatica PowerCenter, integrating data from Cloudera Impala and Amazon Redshift into a Consumer Data Lake (CDL) for seamless reporting and analytics.
• Acted as a key point of contact for BI production support, resolving data interoperability issues, and managing Tableau and analytics infrastructure to ensure optimal performance.

ETL Developer – Brocade Inc

• Designed and developed interactive Tableau dashboards for ROI metrics, automating monthly Excel reports into Tableau workbooks, and delivering standard reports with filters, parameters, and actions.
• Built data warehouse architecture and data marts, ensuring conformed facts and dimensions for efficient reporting; created drill-downs, sub-reports (using Oracle), and performed year-over-year, quarter-over-quarter, and YTD/QTD/MTD analysis.
• Optimized SQL queries for maximum performance, developed thematic heat maps using MapInfo, and continuously monitored and fine-tuned report performance to improve user experience.