Mukta Patel Email and Phone Number
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As a BI lead, I am at the forefront of harnessing Tableau BI Data Analytics to empower over 3000 bankers with advanced credit risk reporting tools. Leveraging my expertise in Tableau Desktop, Spotfire, QlikView, Power BI, SQL, Looker Google BigQuery, I have led the successful delivery of the 'Banker Dashboard Analytics'—a flagship product that significantly reduces manual tasks and enhances decision-making.My focus on collaboration, project planning, and execution has not only streamlined processes but also injected efficiency into complex operations with a dedication to excellence, I have optimized performance and security, driving business insights and strategic outcomes in the competitive financial sector, Telecom, manufacturing, supply chain and media domain.
Zenith Infotek Llc
View- Website:
- zenithinfotek.com
- Employees:
- 24
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Business Intelligence ConsultantZenith Infotek LlcIrving, Tx, Us -
Vp-Tech Lead-Tableau Bi Data AnalyticsCiti Aug 2022 - PresentIrving, Texas, United StatesResponsible for requirement gathering, collaboration, analyze, estimation, design, dashboards development, UAT, execution, testing, deployments, improvement, project planning & monitoring & successfully delivery of banker dashboard Analytics in Banking Capital Markets & Advisory.Took ownership, led, developed & improved Tableau BI applications flagship product ‘Banker Dashboard Analytics’ in Credit Risk reporting for more than 3000 bankers which helped them to reduce manual task. Worked on ECM One book Reporting on demand & batch reports and in Wholesale Lending Credit Risk includes TM Deal Score, Collateral data monitoring Analytics. Integrated dashboard in spotlight portal. Implemented row level security. Improved Tableau performance extract refresh time from 1 hr. to 6 mints, BDA mobile dashboard. Worked on configuration of tableau API extensions in dashboards & enhanced tableau capability with formatted PDF package & excel downloads. Built custom SQL queries in SQL & oracle db. created table, views, worked on joins.Managed the deliverables & coordinated with team. Developed dashboard for Mobile & tablet app, tableau prep workflow. Well versed in Agile model, Jira stories, project status tracking, coordinated in sprints daily scrum, planning, backlog refinement, capacity planning, facilitated change & innovation to legacy processes, ensured robust process implementation,. Worked as Tableau SME. Resolved high priority issues, prompt response to stakeholder queries.Tableau server cluster migration to CTI infra.data source migration from SQL to oracle .Version management using git commands in bitbucket. tableau site admin users, groups permissions, managing extracts, schedules, subscriptions, alerts. Enhancement on tableau usage dashboard using Postgress db.Worked on Tableau REST API connectivity using POSTMAN and Python library. Worked with CTI & tableau support for issues fixes.Hands on python programming to access Tableau server client library for REST API. -
Lead Technology Tableau At CitibankSynechron Oct 2020 - Aug 2022New York, United StatesClient: Citibank N.ARequirement gathering, work closely with clients, analyze huge volumes of data, design, estimation, development of dashboards, end to end, deployments & delivery.Lead, coordinated & handled multiple Tableau BI applications include analytics dashboard for bankers of Credit Risk , F&S, Portfolio dashboard.Worked as Tableau SME for team, end users, provided technical assistance & guidance, resolve blockers. Developed Tableau interactive analytics using different features and implemented complex requirement for Bankers using millions of records, multi data sources, advanced charts, achieved complex requirement, built key metrics that helps bankers to analyze business & better decision making. Worked on task assignment, task sharing , team capacity planningImplemented dashboard row level security, assisted with PDF extension configuration and extension migration while deployment. Handled site admin activities permissions, access, managing extracts, schedules, groups. Interacted with the user to make understand Tableau solution and help business users to understand in advance of the tool, propose functionality. Worked on QlikView to Tableau migration. Worked on Tableau API connectivity using POSTMAN and Python library for tableau objects retrieval. Worked in Agile model, Jira, sprint planning, daily status with client, client handling. Involved in BDA dashboard integration via spotlight portal centralized access for users. Set up release, deployment process, provided knowledge training to team Improved Tableau performance, custom SQL queries. used best practices. Built interactive dashboards. used data sources as SQL server, oracle, excel, Mongo db., postgres SQL. Lead new initiatives, POC, supported ad hoc business studies/reporting. Prepared documents for best practices, deployment process, team guide for repetitive and important task. Hands on python programming. Analysis of SQL server to Oracle data source migration for tableau -
Software Application Developer (Sr. Tableau/Bi Developer)Softech Inc Jan 2020 - Oct 2020Atlanta, Georgia, United StatesRole / Responsibilities:• Client communication, requirement gathering and analysis, Technical lead.• Designing, developing and maintaining business intelligence solutions.• Work in Agile model, sprint planning, story grooming, weekly status with client, Azure Dev Ops process.• Preparing analysis and design document.• Creation of Tableau dashboard data visualization for HR dashboard analysis for Active, FTE, joiners, leavers, performance management analysis, YTD, QTD and MTD type of analysis.• Developed database objects, tables, joins, SQL queries, used aggregate & analytic functions etc.• Worked on Tableau dashboard performance tuning.• Worked on complex Tableau dashboard development and support, interactive Design, workbooks, story, working with multi data sources, Data Blending, joins, calculation, Geo-coding, Statistics, Filters, LOD, Parameters, Analytics, Forecasting, Mappings, complex filters.• Worked on Advanced data visualization and analysed data using different charts.• Integrate dashboards in web pages and portal, Tableau server basic task.• Managed external services using python scripting.• Troubleshooting and resolution BO BI production issues, universe maintenance, BO admin basic tasks for performance management app.• Document preparation, user training.
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Deustche Bank Uk/ Application Development Bi Team Lead(Tableau/Qlikview)Accenture Apr 2019 - Dec 2019Pune Area, IndiaProject: DEUTSCHE Bank, London, UKRole / Responsibilities:• Worked in Agile model, service now tool, Git, Google Cloud Platform GCP with enterprise wide business client & IT senior management, assisted team for issue resolution, led multiple BI application, involved in resource planning, project planning.• Client communication, requirement gathering, analysis, technical design, effort estimation, KT plan.• Developed Tableau POC for hedging application.• Developed analytics dashboards using Tableau for PRIME app Risk department users to show performance of 12 different process improvement metrices includes analysis of Timeliness & quality metrices to support business decisions and improved performance.• Worked on Tableau API, integrated dashboards in web pages using JavaScript API.• Managed tableau extracts, managed users/groups, site, project, assign permission, monitoring, tabcmd CLI.• Application support using service now tool.• Analysed large data sets of structured, unstructured data & discovered data insights.• Worked on Oracle server database for building SQL queries, joins, tables, views, stored procedures, analytics functions, aggregate functions, PL SQL queries etc.• Focused on Tableau performance improvement, best practices and added value to the client.• Supported QlikView 3rd tier application for risk department.• Hands on in ETL job workflow, extraction from flat files, portal, oracle, mapping and transformation, loaded data into data marts for reporting layer using ETL informatica, job monitoring.• Peer review, Testing, resolved UAT issues.• Reviewed project documents, cross skill trainings for team, suggested best practices. -
Belfius Bank Belgium / Application Development Sr. Bi Analyst |Sap Bo| TableauAccenture May 2018 - Mar 2019BelgiumProject: BELFIUS Bank, Brussels, BelgiumRole / Responsibilities:• Onsite role, Client interaction, Requirement gathering, effort estimation.• Technical lead for BI report application.• Worked on large scale BO migration from 3xi to BI4.2, deski to webi conversion of total 560 IT Reports and 450 Business Reports.• Followed extensively agile scrum methodology SP1 to SP40.• Developed complex BO webi reports and universe using UDT for BO platform Audit based on oracle database.• Developed complex webi reports from crystal reports for Insurance, PCB, credit & Risk business team.• Involved in meeting with client for project deliverable s, work status, weekly scrum meeting with client.• Worked on complex Tableau dashboard workbooks, story, interactive UI, Design and development, used multi data sources, joins, Data Blending, calculations, geocoding, analytics, Statistics, LOD, Filters, parameters, Forecasting, Mappings, complex filters.• Worked on Advanced data visualization and analysed data using different charts map, line, column, Gannt chart, Box chart, highlight tables, combo, combined chart, bullet charts, scatter chart, advanced charts etc• Created dashboards for analysis of Financial transaction stats across different periods monthly, quarterly and yearly for PCB department.• Worked on BO admin, upgrades management tool, Report conversion tool, report & universe security, promotion management, scheduling.• Validated 300+ BO webi reports.• Worked on SQLqueries using Oracle.• Developed BO reports based on SAP HANA views.• Resolved complex issues for partially converted report faced in the migration. Prepared document for known issues resolution. Suggested best practices.• Hands on in SAP HANA database, SQL, tables, joins, calculation views, analytics views, reporting.• Hands on SAC, story, smart predict, statistics, forecasting, search insight & smart discovery. • Provided technical assistance, training for team. -
Barclays Bank Uk / Application Development Sr. Bi Analyst |Tableau / Sap Bo/AdminAccenture May 2015 - Apr 2018Pune, Maharashtra, IndiaProject: Barclays Bank, UKRole / Responsibilities:• To set up new team for production support for BI reporting Analytic solution for Barclays bank.• To lead technical team, requirement gathering, client interactions & technical design.• Hosted daily status call with client to update Incident status.• Worked on incident, change management & production support using Service now.• Worked independently on multiple applications reporting & dashboard My HR, Community Investment.• Worked on performance optimization, process improvement and automation.• Developed Tableau dashboards for finance users for KPIs analysis Top Customers like top Credit acquirers, Debit acquirers, Gift card issuers, credit issuers, debit issuers, ATM acquirers/Networks like top credit acquirer networks, debit acquirer networks, credit issuer networks for online types for hourly/Daily and Monthly which helped business users to make decisions and derived performance.• Worked in Google Cloud Platform GCP• Supported ad hoc business studies/reporting.• Created dashboards, stories using multi data source, joins, data blending, geocoding, filters, Creating Calculations, Analytics, Statistic, Forecasting.• Developed complex BO webi reports for finance users & maintained universe using IDT.• Managed scheduled extract, imported user & groups, assign permission, security, AD authentication, upgrades, administration on windows.• Worked on taking KT, giving KT and play back sessions.• Analysed data using different charts such as map, line, column, Box chart, highlight tables, combo, combined chart, bullet charts, scatter chart, advanced charts.• Worked on database SQL server SQL queries, joins, tables, views, stored procedures, functions, indexing, performance optimization, PL SQL queries .• Hands on SSIS jobs, Identified & resolved reporting & dashboard data issues at SSIS job & BW files.• Hands on exp in Power BI, Power view, power pivot, power query.• testing, UAT, project documents. -
Sony Pictures & Entertainment La,Usa /System Engineer | Sr. Sap Bo Bi DeveloperTata Consultancy Services Apr 2014 - Apr 2015Mumbai Area, IndiaProject: Sony Pictures & Entertainment Los Angels,CA, USASony Pictures & entertainment (SPE) is the American entertainment subsidiary of Sony. It has 4 LOB-Motion Pictures, Home entertainment, television business and Corporate. It operates in multiple countries.Role / Responsibilities:• Perform Senior role & Independently handled multiple application ITSM & C2C application.• Worked on ITIL processes, DeveOps.• Developed & maintained complex BO webi reports based on universe for sales & cash application.• Developed & maintained complex universe using Universe design tool based on oracle db.• Supported crystal report 2011.• Worked on complex PL SQL queries using oracle database.• Developed BO reports using advanced functions, calculations, multiple data provider.• Designed universe with aggregate tables, multi start schema modelling. • Implemented various performance improvements activities to increase performance of reports at Universe level, database level.• Worked on BO admin using CMC users/groups creation & security. • Troubleshooted & Resolved production reporting issues.• Worked on Incident management tool Service Now.• Peer review of the documents & source code. • Prepared project documents.• Closely worked with different application team for issue resolution.• Provided Training to freshers and C2C application team. -
Transfield Services Limited Sydney, Aus /Software Engineer | Sr. Sap Bo Bi DeveloperWipro Technologies Dec 2012 - Mar 2014Project: Transfield Service Limited, Sydney, Australia • Client interaction, requirement elicitation.• Worked on BODS job creation, mapping, extraction, transformation & loading in to data marts for dashboards & BO reports.• Developed BO reports Cash flow, GL summary, Balance sheet, profit-loss, loans, Budget planning, Accounting, credit, debit, accounts payable, receivable, Revenue, Assets, liabilities, equities, net assets etc.), using BICS using SAP data. • Developed & supported Universe design using UDT & IDT .• Developed & supported 20 Dashboards using BICS.• Enhanced CR Report.• Worked on ETL, Info cubes, DSO Objects, Info Objects, process chain using SAP BW. • Loaded specific files manually using BODS.• Worked on Design studio, creation • Troubleshooted production issues.• Worked on Incidents using Remedy.• Prepared documents. -
Fifth Third Bank, Oh, Usa / Software Engineer | Sr. Sap Bo Bi DeveloperWipro Technologies Aug 2012 - Nov 2012Pune, Maharashtra, IndiaProject: Fifth Third Bank – Cincinnati, OH, USA Role / Responsibilities: •To gather requirements and estimation of work.•Design & development of BO Dashboards independently using Xcelsius Design & development of POC for Dashboards for Finance MI, Credit/debit networks, CPU usage & top networks/customers.•Development of Data Stage jobs for data extraction from source & transformation of data & loading into Data marts to refresh dashboards & reports.•Development of QWass (Query as web service) & live office connection.•Worked with message tool IBM MQ series integrated with DataStage ETL tool for live reading transaction stats data for Reports & dashboards purpose.•Designed & developed of BO reports &Universe.• Worked on BO users/groups/folders creation, assign security, reports promotion, scheduling, publication, universe security using CMC, import wizard. •Tested dashboards data validity using AQT tool.•Data stage ETL, Post-production support.•Worked on Incidents & change using Remedy.•Prepared documents dashboards, universe, Reports, KT &Test Cases.•Worked on SQL queries using Oracle db etc. -
Abb Germany / Project Engineer | Sr. Sap Bo Bi DeveloperWipro Technologies Apr 2011 - Aug 2012Pune Area, IndiaProject: ABB_CEU_SAP_PROJECTS, Germany and SwitzerlandABB_CEU_SAP_TIME_AND_MATThe project involved development of Monthly Financial Reports and Dashboard Presentation in SAP BO 4.0 and Crystal Report 2011 and SAP BW queries. The development of crystal reports MFR is 40-page PDF document which compares Actual, Forecast and Budget on various dimensions like monthly, quarterly and yearly. The reporting was at country level, division level and operational unit level. It also involved provision to enter comments at various OU levelsRole / Responsibilities:• Involved in requirement gathering to understand the formatting & data requirement of each report design.• Developed and maintained Crystal Report for finance department users based on SAP Bex queries. • Developed 72 crystal Reports & 3 Dashboards on Bex queries.• Involved in BUSINESS OBJECTS admin part using CMC, create users & groups, assign security, Publication, Scheduling reports.• Worked on Bex report creation and Bex queries designer, worked on Bex Analyzer to analysis and validate Crystal report data., • Worked on Bex designer to analysis and explore BW objects and mapping.• Resolved UAT issues, worked on SIT, Unit testing.• Worked on document preparation related to crystal Report, Dashboard, Unit testing, SIT and SMTD (Software maintenance technical document)• Worked on report migration and Deployment.
Mukta Patel Education Details
Frequently Asked Questions about Mukta Patel
What company does Mukta Patel work for?
Mukta Patel works for Zenith Infotek Llc
What is Mukta Patel's role at the current company?
Mukta Patel's current role is Business Intelligence Consultant.
What is Mukta Patel's email address?
Mukta Patel's email address is mu****@****oup.com
What schools did Mukta Patel attend?
Mukta Patel attended Shri Guru Gobind Singhji Institute Of Engineering And Technology, Vishnupuri, Nanded.
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