I have 5+ years of experience in financial research, accounting, and analysis, along with strong skills in data analysis, SQL, Python, and Power BI, supporting data-driven insights and reporting. I’d be happy to share my profile if there’s a potential fit.

Rakshith Suvarna

I have 5+ years of experience in financial research, accounting, and analysis, along with strong skills in data analysis, SQL, Python, and Power BI, supporting data-driven insights and reporting. I’d be happy to share my profile if there’s a potential fit.

Available to hire

I have 5+ years of experience in financial research, accounting, and analysis, along with strong skills in data analysis, SQL, Python, and Power BI, supporting data-driven insights and reporting. I’d be happy to share my profile if there’s a potential fit.

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Experience Level

Expert
Expert
Expert
Expert
Expert
Expert

Work Experience

Associate Business Intelligence Analyst at Morningstar India (PitchBook Data)
January 1, 2024 - Present
Developed and maintained executive-level dashboards using Python (Matplotlib, Seaborn) and Power BI, providing stakeholders with real-time insights into key metrics and trends. Extracted, cleaned, and transformed data from databases, Excel, Dataflows, Datamarts, and AWS S3. Built and optimized SQL Views/Tables, Dataflows, and Datamarts; transformed raw data using advanced SQL and Python (Pandas, NumPy) for analytical readiness. Automated research workflows using Apache Airflow deployed on AWS EC2, integrating with AWS S3 for storage and retrieval. Reduced Power BI capacity utilization by 40% within one month. Collaborated with cross-functional teams to deliver data-driven solutions.
Research Associate at Morningstar India (PitchBook Data)
July 1, 2022 - December 31, 2023
Researched and analyzed 300+ companies monthly for financial and investment datapoints, deals and corporate actions using regulatory filings, company websites, press releases, and official documents. Wrote SQL queries to extract data from Snowflake with custom logic for data revision and verification. Applied market research methodologies to ensure data quality and timely delivery.
Junior Accountant at Welldone Handling Services
November 1, 2020 - July 31, 2022
Managed financial records by posting journal entries, handling sales/purchase vouchers, and processing employee salaries in Tally Prime. Built and sustained operational reports (e.g., Salary-Working, Fleet List, Loan EMI) and maintained compliance registers. Automated NEFT salary payments using Python (Pandas, PyAutoGUI), Power Query, and Excel, reducing processing time by 70% and improving reporting.
Associate at Hexaware
March 1, 2017 - June 30, 2017
Provided data support to the team.

Education

Bachelor's Degree in Accounting & Finance at K.J. Somaiya College of Science and Commerce
January 1, 2019 - January 1, 2022
Higher Secondary Education at SIES College of Arts Science and Commerce
January 1, 2017 - January 1, 2019
Secondary School Certificate at St. Joseph's High School
January 1, 2017 - January 1, 2017
Bachelor's in Accounting & Finance at K.J. Somaiya College of Science and Commerce
January 1, 2019 - January 1, 2022
Higher Secondary Education (HSC) at SIES College of Arts Science and Commerce
January 1, 2017 - January 1, 2019
Secondary School Certificate (SSC) at St. Joseph’s High School
January 1, 2017 - January 1, 2017

Qualifications

Business Intelligence & Data Analyst (BIDA®) – CFI
January 11, 2030 - January 8, 2026
Financial Modeling & Valuation Analyst (FMVA®) – CFI
January 11, 2030 - January 8, 2026
Data Visualization with Matplotlib and Seaborn – LinkedIn
January 11, 2030 - January 8, 2026
3-Statement Modeling – CFI
January 11, 2030 - January 8, 2026
Financial Risk Analytics – Great Learning
January 11, 2030 - January 8, 2026
Python for Data Analysis: Pandas & NumPy – Coursera
January 11, 2030 - January 8, 2026
SQL – TestDome
January 11, 2030 - January 8, 2026
Python for Data Visualization – LinkedIn
January 11, 2030 - January 8, 2026
Data Visualization: Storytelling – LinkedIn
January 11, 2030 - January 8, 2026
Power BI – LinkedIn
January 11, 2030 - January 8, 2026
Intermediate DAX & Time Intelligence – CFI
January 11, 2030 - January 8, 2026
Regression Analysis – CFI
January 11, 2030 - January 8, 2026
Excel: Power Query for Beginners – LinkedIn
January 11, 2030 - January 8, 2026
Excel for Intermediate Level – Great Learning
January 11, 2030 - January 8, 2026

Industry Experience

Financial Services, Professional Services, Software & Internet