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Quick Summary

I aspire to create innovative reporting solutions, transforming complex datasets into actionable insights for strategic decision-making. I'm a Reporting Analyst skilled at leveraging SQL, Power BI, and GA4 for precise financial data visualisation and analysis.
I deliver impactful dashboards and automate reports to streamline operations, enhance accuracy, and drive business growth.

Who am I?

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Hello! I am Rinkle Singh, and I am really excited about the opportunity to bring my skills as a Data Analyst to your team. Over the past three years, I have been focused on turning complicated financial information into clear, useful insights.

I have a strong background in building interactive Power BI dashboards, like the ones I created for over 50 client portfolios at TIAA GBS UK. These dashboards not only centralised investment data but also saved more than 10 hours a week in reporting. I am also very skilled in using SQL to clean and validate data, making sure reports are highly accurate and reliable, with proven 99% data integrity.

What I enjoy most is finding ways to make processes smoother. For example, I have used Excel VBA to automate reporting tasks, which significantly cut down on manual effort and improved workflow efficiency. My projects, such as the Credit Risk and Financial Performance Dashboards, show my ability to take raw data and create visual tools that genuinely help with strategic planning.
I am passionate about using data to solve problems and drive clear business outcomes. My combination of financial understanding, technical skills in SQL and Power BI, and a drive for efficiency means I can quickly contribute to your team by delivering precise, actionable data insights. I am eager to help your organisation make smarter, data-driven decisions.

USP

Proven ability to transform complex financial data into clear, actionable Power BI dashboards, leading to significant time savings and improved decision-making for over 50 client portfolios.

Expert in using SQL to clean, validate, and manage large datasets, consistently reducing critical data discrepancies and ensuring high data integrity in financial reporting.

A strong history of automating reporting processes with tools like Excel VBA and Power BI, which has saved many hours weekly and optimised workflows, improving report preparation by days.

Experienced in coordinating with teams to deliver accurate financial insights and reports, demonstrating a valuable blend of technical skill and collaborative problem-solving for business strategy.

Profile Fit

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Data Visualisation & Dashboarding

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Process Automation & Efficiency

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Data Extraction & Management (SQL)

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Financial Data Analysis

Previous Experiences

TIAA GBS UK — Client Reporting Analyst

Primary Responsibilities
: In this role, my main focus was on preparing and delivering accurate financial reports for client portfolios. This involved a lot of data extraction, cleaning, validation, and visualising key investment information. I was responsible for ensuring that all reporting was timely and maintained high data integrity.

Specific Projects and Contributions: I developed Power BI dashboards for over 50 client portfolios, which centralised all investment information. This significantly streamlined reporting processes, saving more than 10 hours weekly of manual effort. I also implemented functional SQL queries to extract, clean, and validate data across these portfolios, which successfully reduced critical data discrepancies each week. Furthermore, I managed the precise delivery of hundreds of financial reports using CORIC, achieving 99% data integrity across complex client statements.

Contribution to Mission: My work directly supported the company's mission to provide transparent and accurate financial insights to clients. By improving reporting efficiency and data accuracy, I helped enhance client trust and supported well-informed investment decisions, which are crucial for client satisfaction and retention.

Skills Developed: Data Visualisation, SQL, Data Cleaning, Data Validation, Dashboarding, Financial Reporting, Power BI, CORIC.
Insplore Consultants Delhi, India — Finance Relationship Manager

Primary Responsibilities
: My key responsibilities included analysing client financial portfolios and providing tailored investment recommendations. I focused on understanding client needs, presenting complex financial product benefits clearly, and driving improvements based on client feedback.

Specific Projects and Contributions: I analysed various client financial portfolios to recommend suitable investment products, successfully assisting over 10 clients monthly and generating significant revenue for the firm. I also played a role in improving client understanding of complex financial products, which contributed to an uplift in customer retention by 50 accounts. Furthermore, I used client feedback to drive service enhancements, increasing overall client satisfaction scores by 5 points across numerous advisory interactions.

Contribution to Mission: My contributions directly aligned with the company's goal of building strong client relationships and achieving financial growth for both clients and the firm. By providing sound financial advice and improving service quality, I helped secure client loyalty and boost the company's market presence.

Skills Developed: Financial Data Analysis, Client Portfolio Analysis, Stakeholder Communication, Financial Product Knowledge, Customer Relationship Management.

Previous Projects

Credit Risk Portfolio Dashboard

Conclusion
: This project resulted in a dynamic Power BI dashboard that provided stakeholders with immediate visual insights into consumer lending portfolio risks. It became a valuable tool for understanding potential credit exposures and informing strategic decisions.

Solution: I developed this dashboard by using Power BI, integrating raw data and applying custom DAX measures. This approach transformed complex lending figures into clear, interactive visualisations, allowing users to explore risk factors and trends easily.

Project Description: The aim of this project was to create a comprehensive tool for monitoring and analysing credit risk within a consumer lending portfolio. It involved gathering relevant data related to loans, defaults, and customer segments, then using data visualisation techniques to present these insights in an accessible and actionable format for risk managers and business strategists.
Financial Performance Dashboard

Conclusion
: The outcome was a clear and effective Power BI dashboard that provided stakeholders with a precise analysis of sales
and profit trends. This tool enabled better strategic business planning by giving a quick, visual overview of key financial performance indicators.

Solution: I built this Power BI dashboard by sourcing financial data and incorporating custom DAX measures. This allowed for detailed calculations and visualisations of sales figures, profit margins, and trend comparisons, making complex financial data easy to interpret.

Project Description: This project focused on developing a dashboard to track and analyse the financial performance of a business. It involved collecting transactional and financial reporting data, then designing a Power BI solution to highlight key metrics such as sales growth, profitability, and operational costs. The goal was to provide a consolidated view that supports data-driven decisions for overall business strategy.

My Other Achievements

While volunteering at Ayukta, I taught fourth-grade students from low-income families and helped them improve their academic skills and build confidence.

Cultural Committee head in TIAA GBS

Get in touch

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