Experience

Robertson Stephens

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Mar 2023 - Present

  New York, United States



Indium

• United States
• Insurance
• 1 - 100 Employee

• Salesforce Administrator/Data Analyst

  • Feb 2018 - Mar 2023

  Columbus, Ohio Area • Performing technical administration, configuration and management for Salesforce ecosystem, and SaaS applications to enhance business decision making capabilities. • Implementing and enforcing standards and procedures to ensure data is managed consistently and properly integrated within business systems and Salesforce platform. • Manage all aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules. •… Show more • Performing technical administration, configuration and management for Salesforce ecosystem, and SaaS applications to enhance business decision making capabilities. • Implementing and enforcing standards and procedures to ensure data is managed consistently and properly integrated within business systems and Salesforce platform. • Manage all aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules. • Create and maintain page layouts, lightning apps, custom integrations, workflows, approval processes, flows, validation rules and triggers. • Focused on leveraging new salesforce features with every release and training the team to follow the best practices. • Review, analyze, and evaluate user needs to create reporting solutions that support overall business strategies using KPIs and key metrices. • Function as a liaison between IT partners and both internal and external users, demonstrating both business and technical expertise to identify data and reporting requirements. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Jan 2017 - Aug 2017

  Greater Boston Area • Established the new analytics and business intelligence platform Qlik Sense across the business unit. • Migrated users and applications from legacy Hyperion tool to Qlik Sense. • Created token and license management strategy for new BI platform for effective utilization and cost saving. • Designed and implemented user and application level security management. • Setup ODBC and API data connections to pull data from data warehouse and external sources. • Administered and managed… Show more • Established the new analytics and business intelligence platform Qlik Sense across the business unit. • Migrated users and applications from legacy Hyperion tool to Qlik Sense. • Created token and license management strategy for new BI platform for effective utilization and cost saving. • Designed and implemented user and application level security management. • Setup ODBC and API data connections to pull data from data warehouse and external sources. • Administered and managed the Qlik Sense platform and PostgreSQL repository. • Created security rules for access and control of applications and objects. • Educated and trained users on Qlik Sense and resolved general user queries. • Created several dashboards in collaboration with different teams for data analysis and reporting to stakeholders. • Identified most used tables from data warehouse and created QVDs for faster execution and loading data. • Automated the QVD refresh strategy to update data after monthly refresh of data warehouse. Show less



Tata Consultancy Services

• India
• IT Services and IT Consulting
• 700 & Above Employee

• Systems Engineer

  • Sep 2012 - Aug 2015

  Gurgaon, India Major Responsibilities: • Installed, created and administered Oracle databases. • Created new user accounts and profiles with appropriate roles and privileges and set quota limit. • Migrated database across different servers. • Performed database export and import activity using Datapump utility. • Created periodic database backups and and perform recovery in case of database failures. • Generated and analyzed DB performance reports.

• Assistant Systems Engineer

  • Apr 2011 - Aug 2012

  Gurgaon, India Major Responsibilities: • Monitored the availability and performance of servers, applications and other IT components using application monitoring tools like HP Sitescope, HP BAC. • Coordinated and communicated with different teams to help resolve service degradation and outages. • Created and analysed weekly reports to be shared with senior management. • Created scripts in HP Load Runner tool to gather performance statistics which were used to optimize the… Show more Major Responsibilities: • Monitored the availability and performance of servers, applications and other IT components using application monitoring tools like HP Sitescope, HP BAC. • Coordinated and communicated with different teams to help resolve service degradation and outages. • Created and analysed weekly reports to be shared with senior management. • Created scripts in HP Load Runner tool to gather performance statistics which were used to optimize the performance of the system.