YASWANTH B
I’m a data analyst with 5+ years of experience helping banking and product teams make smarter decisions through churn, retention, and activation analytics.
About
I’m a data analyst with 5+ years of experience helping banking and product teams make smarter decisions through churn, retention, and activation analytics. I work across SQL and BI tools like Tableau and Power BI to clean and model messy datasets, build dashboards, and turn funnel and engagement findings into clear recommendations for stakeholders.
I’ve supported teams in SaaS-style analytics and enterprise reporting—automating validations, reconciling pipeline outputs to sources, and improving the reliability of refresh cycles. From cohort analysis and KPI segmentation to stakeholder-friendly reporting and documentation, I focus on producing trustworthy metrics that teams can act on with confidence.
- 5 years' experience
- Joined October 2026
Industry experience
- Healthcare
- Financial Services
- Professional Services
- Manufacturing
- Software & Internet
- Retail
Work experience· 5 roles
Built a Tableau account-behavior dashboard from SQL extracts of checking and savings balance tables, refreshed weekly for retail banking managers. Queried SQL Server deposit and credit card portfolio tables using window functions and CTEs to create a reusable SQL query library, reducing duplicate ad hoc pulls across four reporting teams. Analyzed credit card delinquency and purchase-volume trends to trace a recurring exception to an account-servicing review step and recommended a targeted process revision that operations adopted. Automated a Python (Pandas) validation script for AWS S3 extracts feeding a fraud exception report, reducing manual effort by 25% and catching source defects before release. Documented source-to-target mappings and BRD requirements for a treasury services reporting mart, aligning product owners and downstream teams on field definitions and metric logic.
Built and maintained Tableau member-behavior and operations dashboards using weekly SQL extracts from eligibility and utilization tables to surface enrollment drop-offs earlier. Developed Power BI KPI views with DAX measures for non-technical reviewers to track volume, exceptions, and turnaround trends across the quarter. Investigated claims exception trends in SQL and Tableau, traced recurring denials to a specific intake review step, and recommended a targeted process fix adopted by operations. Automated recurring SQL validations and Tableau extracts for member reporting, reducing manual preparation effort by 25% for weekly reporting. Documented metric definitions and HIPAA-aware handling rules in Confluence to ensure reporting questions were resolved during review.
Developed Power BI dashboards using DAX and Power Query for a healthcare provider client, consolidating encounter and scheduling extracts into a single view for service-line managers. Validated SQL extracts for patient access and referrals by reconciling source counts against dashboard totals before releases to catch mismatches early. Selected a scheduled Azure Data Factory refresh (instead of live connections) to keep dashboards stable when the source system locked during clinic hours. Delivered a Tableau quality-measures reporting pack consolidating six data sources into a governed view reviewed monthly by clinical operations.
Education
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