Katla Sagar Patel

An experienced and highly motivated IT and Finance professional, with 7 years of experience in financial analysis, Dashboard design, development, testing and support of Business Intelligence products and services in Microsoft Power BI. Hands on experience in development, administration, managing, designing, and testing of enterprise-wide reporting systems. Strong data architecture, TDS, GST, Banking reconciliations, business requirement analysis using agile methodologies. Possesses exemplary technical problem-solving skills and accustomed to delivering results under considerable pressure, remaining calm and effective and prioritizing wisely.

Having 3 years of professional experience in the IT industry, involved in various phases of development and implementation of Reports and Visualizations using Business Intelligence Tools.
Knowledge Power BI, Tableau.
Expert in creating and developing Power BI Reports and Dashboards.
Experience in creating various views like Line chart, Bar Charts, Pie Chart, Table, Matrix table, Area Charts, tree-map, Line and Stacked column chart, and Creating Custom Visualizations like Donut chart, Waterfall chart, Funnel, etc.
Experience in creating a relationship between data sets by using relationships and Calculations on columns and measures using DAX functions like Date &Time, Filter, Information, Logical, Mathematical, String, Text, and Time Intelligence.
Developed effective dashboards as per the business requirements implementing best practices on visualizations for a decision support system.
These dashboards helped on how well they are performing in relation to their strategic goals for all the Business units.
Experience in data preparation in Edit Query like add column, change data types, split columns, combining two columns, etc using Mashup Language (M-Lang) for Data cleaning, shaping and Combining Operations.
Developed Reports using efficient data retrieval techniques.
Worked on DAX expressions like filters, Aggregate, Mathematical Functions etc.
Created New Calculated Column and Measure using DAX Expression.
Comfortable in working with filters/calculated columns/measures/relationships and transformations of Edit Query section.
Implemented Role Based Security as part of security in Power BI.
Inventory management Dashboards (Inward & Outward) using Power BI and projects visualization.

Experience in Finance &Accounts, Taxation, Audit, AP, MIS, etc.
Proficient in preparing reconciliation statements and financial statements.
Experience on analyzing and maintaining financial statements, ledgers, and trial balance.
Having good exposure of Accounting Packages (ERP Tally 9.0) and MS Office Experience on summarizes current financial status by collecting information, preparing balance sheet, profit and loss statement, and other reports.
Prepared multiple dashboards and reports using Power BI intelligence calculations and functions such as TAT Reports, Pendency Reports, Volume. Analysis &Credit Cards Analytics, Loans Analysis on a Yearly, Quarterly, Monthly, and Daily.
Design and develop of reporting data module for Credit Card Marketing Analytics.
Creating Row level security with Power BI and integration with Power BI service portal.

TDS Challan payments though SAP.
Making bills by SAP, Rectification in SAP.
Reconciling & payment of TDS to Govt.
Reconciling & payment of WCTDS to Sales Tax Authority of all States.
Filing of E-TDS returns & WCTDS return of all States.
Issuing form 16A as per Govt Guideline.
Banking reconciliations & payment of TDS.
Online WCT certificates Generation and Filing of E-TDS returns.
Having excellent knowledge on Excel complex function like VLOOKUP & Match, Index & Match, sumifs, Nested Ifs, Advanced Filter, and Data Validation.
Good knowledge in Excel VBA macros like macro recording, modifying reuse the code as per requirement.
Daily MIS report preparation in Excel.

Expert in creating and developing Power BI Reports and Dashboards
Experience in creating various views like Line chart, Bar Charts, Pie Chart, Table, Matrix table, Area Charts, tree-map, Line and Stacked column chart, and Creating Custom Visualizations like Donut chart, Waterfall chart, Funnel, etc.
Experience in creating a relationship between data sets by using relationships and Calculations on columns and measures using DAX functions like Date &Time, Filter, Information, Logical, Mathematical, String, Text, and Time Intelligence.
Developed effective dashboards as per the business requirements implementing best practices on visualizations for a decision support system.
Experience in data preparation in Edit Query like add column, change data types, split columns, combining two columns, etc using Mashup Language (M-Lang) for Data cleaning, shaping and Combining Operations.
Worked on DAX expressions like filters, Aggregate, Mathematical Functions etc.
Created New Calculated Column and Measure using DAX Expression.
Implemented Role Based Security as part of security in Power BI.
Inventory management Dashboards (Inward & Outward) using Power BI and projects visualization.

Proficient in preparing reconciliation statements and financial statements.
Experience on analyzing and maintaining financial statements, ledgers, and trial balance.
Prepared multiple dashboards and reports using Power BI intelligence calculations and functions such as TAT Reports, Pendency Reports, Volume. Analysis &Credit Cards Analytics, Loans Analysis on a Yearly, Quarterly, Monthly, and Daily.
Design and develop of reporting data module for Credit Card Marketing Analytics.
Creating Row level security with Power BI and integration with Power BI service portal.

TDS Challan payments though SAP.
Making bills by SAP, Rectification in SAP.
Reconciling & payment of TDS to Govt.
Reconciling & payment of WCTDS to Sales Tax Authority of all States.
Filing of E-TDS returns & WCTDS return of all States.
Issuing form 16A as per Govt Guideline.
Banking reconciliations & payment of TDS.
Online WCT certificates Generation and Filing of E-TDS returns.
Having excellent knowledge on Excel complex function like VLOOKUP & Match, Index & Match, sumifs, Nested Ifs, Advanced Filter, and Data Validation.
Good knowledge in Excel VBA macros like macro recording, modifying reuse the code as per requirement.
Daily MIS report preparation in Excel.