Hello, I’m Manali Jain, a data analyst with over a decade of experience in financial services. I specialize in building scalable dashboards and automated reporting using Power BI, SQL, BigQuery, Tableau, and Looker Studio. I thrive on turning messy data into clear, actionable insights that drive decisions across marketing, operations, and investments. I’ve led analytics initiatives, collaborated with cross-functional teams, and delivered executive-ready presentations. I’m known for improving data accuracy, reducing manual workloads by significant margins, and bringing a collaborative, results-driven approach to every project. I’m proud of my MVP award and several team recognition awards for outstanding contributions and teamwork.

Manali Jain

Hello, I’m Manali Jain, a data analyst with over a decade of experience in financial services. I specialize in building scalable dashboards and automated reporting using Power BI, SQL, BigQuery, Tableau, and Looker Studio. I thrive on turning messy data into clear, actionable insights that drive decisions across marketing, operations, and investments. I’ve led analytics initiatives, collaborated with cross-functional teams, and delivered executive-ready presentations. I’m known for improving data accuracy, reducing manual workloads by significant margins, and bringing a collaborative, results-driven approach to every project. I’m proud of my MVP award and several team recognition awards for outstanding contributions and teamwork.

Available to hire

Hello, I’m Manali Jain, a data analyst with over a decade of experience in financial services. I specialize in building scalable dashboards and automated reporting using Power BI, SQL, BigQuery, Tableau, and Looker Studio. I thrive on turning messy data into clear, actionable insights that drive decisions across marketing, operations, and investments.

I’ve led analytics initiatives, collaborated with cross-functional teams, and delivered executive-ready presentations. I’m known for improving data accuracy, reducing manual workloads by significant margins, and bringing a collaborative, results-driven approach to every project. I’m proud of my MVP award and several team recognition awards for outstanding contributions and teamwork.

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Experience Level

Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate

Language

English
Fluent

Work Experience

Product Data Analyst at Dashboard Worx Pty Ltd
November 1, 2024 - March 31, 2025
Part of the data product development and consulting team; designed and delivered analytical dashboards using Power BI, Tableau, and Looker Studio across marketing performance, cybersecurity reporting, competitor analysis, and job market trends. Extracted, cleaned, and transformed data from BigQuery using SQL to produce reporting-ready datasets. Built structured SQL queries to improve dataset accuracy and usability; developed Power BI data models and advanced DAX measures reducing manual reporting and shortening monthly cycles. Collaborated with stakeholders to gather requirements and prepare executive-ready presentations. Used AI-assisted tools to accelerate data analysis and insight generation. Created reusable report templates and dataset structures to reduce dashboard build time.
Data Analytics Trainee at The Data Analytics Institute
August 1, 2024 - November 1, 2024
Completed a full-time, intensive data analytics certification program focused on project-based learning with SQL, Python, Power BI, Tableau, and Databricks. Worked on practical projects including retail performance reporting, customer churn analysis, HR analytics, and hotel investment analysis.
Team Leader at Northern Trust
April 1, 2019 - September 30, 2022
Managed operations analytics and client reporting for global investment operations outsourcing. Built KPI dashboards to monitor risk and reconciliation health; automated workflows using Alteryx, RPA, Xceptor and Excel macros; led a team of 15 and onboarded 20+ staff across APAC, EMEA & US; ensured deadline compliance and 0 SLA breaches; processed and validated 1,000+ private equity records supporting monthly NAV accuracy.
Deputy Manager at State Street Syntel Pty Ltd
January 1, 2016 - October 31, 2018
Led performance analytics and client reporting for global investment clients; achieved 99% portfolio accuracy through controls and reporting validation; improved exception handling by 90% with automated reports; led client onboarding for 15+ clients and delivered 25+ operational improvements.
Life Insurance – Professional 1 at CSC India Pty Ltd
December 1, 2013 - September 30, 2015
Built tracking tools to standardize process changes across teams, improving compliance by 100%.
Senior Associate at Infosys BPO Ltd
June 1, 2012 - September 30, 2013
Reviewed teamwork and delivered exceptional client services; processed financial transactions with accuracy and SLA adherence.
Financial Analyst at UDS Securities and Investment Pty Ltd
February 1, 2010 - June 30, 2012
Executed equity trades and provided client investment analysis; supported client services.

Education

Master of Business Administration (Finance & Marketing) at Devi Ahilya Vishwavidyalaya, India
August 1, 2007 - November 1, 2009
Bachelor of Science (Computer Science) at Devi Ahilya Vishwavidyalaya, India
July 1, 2004 - August 1, 2007

Qualifications

Fabric Analytics Engineer Associate - Microsoft Certified
January 11, 2030 - January 2, 2026
Power BI Data Analyst Associate - Microsoft Certified
January 11, 2030 - January 2, 2026
Azure Fundamentals and Azure Data Fundamentals - Microsoft Certified
January 11, 2030 - January 2, 2026
Snowflake Platform Training, Sydney
January 11, 2030 - January 2, 2026
Certified Data Analyst - The Data Analytics Institute Australia, Sydney
January 11, 2030 - January 2, 2026
Introduction to SQL (T SQL, MYSQL) - Institute of Applied Technology, NSW Govt, Sydney
January 11, 2030 - January 2, 2026
Tableau Data Analyst/Specialist Desktop Certification - Udemy Course
January 11, 2030 - January 2, 2026
Excel from Beginner to Advanced - Udemy Course
January 11, 2030 - January 2, 2026
NSE Capital Markets, Derivatives & Depository Certifications - NSE
January 11, 2030 - January 2, 2026

Industry Experience

Financial Services, Professional Services, Software & Internet

Experience Level

Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate