Riya Beriwala

• Led firm-wide analytics transformation by migrating manual reporting processes to scalable Tableau and Grafana dashboards, reducing manual effort by 50%+ • Transformed data using SQL and Alteryx from Deliver Platform, CRM, and Google Analytics to build actionable dashboards • Developed automated scorecards and Google Sheets workflows, improving operational efficiency by 25% • Initiated and managed cross-departmental analytics programs, aligning data strategies with core business objectives

• Partnered with Managing Directors to monitor KPIs and provide strategic recommendations across departments • Developed balanced scorecards for CFO performance reviews, analysing bank-wide performance metrics • Conducted competitive peer analysis using structured datasets to deliver actionable insights

• Developed Tableau dashboards for supplier spend KPIs, reducing man-hours by 40% through automated segmentation • Designed vendor scorecards to evaluate performance and optimize procurement strategy • Analysed large datasets using Alteryx and Excel to improve supplier segmentation and reporting accuracy • Recognized with “Beyond Expectations” rating for high-impact analytics delivery

• Executed daily NAV reconciliations and calculations for hedge funds, mutual funds, and ETFs • Prepared comprehensive monthly performance and risk management reports for various funds

• Analysed mutual fund schemes for HNIs utilizing Sharpe ratios and risk-reward metrics, tailoring investment strategies • Developed and reviewed Investment Policy Statements aligned with client financial objectives

CFA Level 3 cleared, CFA Institute, Virginia, USA | 2016