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Kavita Sharma

Kavita Sharma

Data Analyst

Indore, India 6+ yrs exp 90 ยท Outstanding

About

Results-driven Data Analyst with hands-on experience in Python, SQL, Power BI, Tableau, and Google Cloud Platform (GCP). Specialized in processing and reconciling Mutual Fund RTA data from CAMS and KFintech (Karvy), including NAV data, transaction records, and AUM reporting for a mutual fund distributor. Skilled in data cleaning, ETL pipelines, KPI dashboard development, and business intelligence. Experienced in building client portfolio analytics, generating actionable insights, and automating reporting workflows. Strong understanding of mutual fund operations, data analytics workflows, and cloud-based analytics solutions.

Skills & Expertise (21)

Python Advanced
8.5/10
3
Years Exp
SQL Advanced
8.5/10
5
Years Exp
Dashboard Development Advanced
8.5/10
3
Years Exp
Power BI Advanced
8.5/10
3
Years Exp
Pandas Advanced
8.0/10
3
Years Exp
Reporting Automation Advanced
8.0/10
5
Years Exp
Business Intelligence Advanced
8.0/10
5
Years Exp
KPI Reporting Advanced
8.0/10
5
Years Exp
ETL Advanced
8.0/10
5
Years Exp
Data Cleaning Advanced
8.0/10
5
Years Exp
Excel Advanced
8.0/10
6
Years Exp
Tableau Advanced
8.0/10
3
Years Exp
MySql Advanced
8.0/10
5
Years Exp
Google Cloud Platform Advanced
7.5/10
1
Years Exp
Postgresql Advanced
7.5/10
5
Years Exp
NumPy Advanced
7.5/10
3
Years Exp
Git Intermediate
7.0/10
3
Years Exp
GitHub Intermediate
7.0/10
3
Years Exp
Power Query Intermediate
7.0/10
3
Years Exp
VS Code Intermediate
6.5/10
3
Years Exp
SIP

Work Experience

Data Analyst

RKS Wealth India Pvt. Ltd. (RksWealth)

Jan 2025 - Present

Processed and reconciled Mutual Fund RTA data from CAMS and KFintech (Karvy), ensuring data accuracy for NAV, transaction records, AUM, and SIP/Lumpsum tracking across client portfolios. Designed and automated ETL pipelines in Python and SQL to ingest, clean, and transform RTA flat files (CAMS/Karvy) into structured databases for downstream reporting. Built KPI dashboards in Power BI and Tableau to monitor AUM growth, portfolio performance, transaction volumes, and client-level investment insights for distributor operations. Developed complex SQL queries across MySQL, PostgreSQL, and MongoDB to extract, join, and analyze business and investment data from multiple RTA sources. Utilized Google Cloud Platform (GCP) for secure cloud-based storage and analytics of sensitive mutual fund transaction data. Generated CAS (Consolidated Account Statement) analysis reports and reconciliation summaries to support client servicing and business decision-making. Improved database performance and ensured data integrity for backend analytics operations, reducing manual reconciliation effort by standardizing data ingestion workflows.

Internship Trainee

Ai Variant

Aug 2024 - Jan 2025

Worked on real-world business datasets to generate insights and improve reporting accuracy. Designed interactive dashboards and visualizations using Power BI and Tableau for stakeholder reporting. Performed ETL operations including data extraction, cleaning, and transformation using MySQL and Excel. Created KPI metrics and data-driven storytelling reports to support business decision-making.

Senior Sales Officer

Yes Bank

Jul 2023 - Jul 2024

Analyzed customer and operational data to improve business performance and customer experience. Developed reporting dashboards to monitor sales performance and operational KPIs. Leveraged data insights to optimize corporate account processes and workflows.

Operations & Marketing Executive

Yums Advertising

Oct 2019 - Jun 2023

Analyzed marketing and operational data to identify trends and business opportunities. Generated actionable insights and reports for non-technical stakeholders. Supported data-driven decision-making processes across operations and marketing teams.

Education

Bachelor of Science (B.Sc.) (Mathematics) - Jiwaji University

2016 - 2019 ยท Afghanistan

Senior Secondary Education (PCM) - Govt. Girls Higher Secondary School

2015 - 2016 ยท Afghanistan

Certifications

No certifications added yet

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Profile Score Breakdown

๐Ÿ“ท Photo 10/10
๐Ÿ“„ Resume 10/10
๐Ÿ’ผ Job Title 10/10
โœ๏ธ Bio 10/10
๐Ÿ› ๏ธ Skills 20/20
๐ŸŽ“ Education 10/10
โฑ๏ธ Experience 15/15
๐Ÿ’ฐ Rate 0/5
๐Ÿ† Certs 0/5
โœ… Verified 5/5
Total Score 90/100

Profile Overview

Member sinceJul 2026