Yash Sharma
Data Analyst Specializing in Excel, SQL & Power BI
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-- Overview
Developed an end-to-end interactive Excel dashboard to analyze bank loan performance, borrower repayment behavior, and key default risk drivers across 9,500+ records in the banking & finance domain.
-- Key Highlights & Objectives
* Risk Identification: Evaluated critical financial indicators such as FICO Scores, Interest Rates, Debt-to-Income (DTI) ratios, Credit Policy compliance, and Loan Purpose to identify high-risk borrower segments.
* Interactive Analytics: Built a dynamic dynamic dashboard using Power Query, Pivot Tables, KPI Cards, and interactive Slicers for multi-dimensional data filtering.
* Actionable Insights: Provided data-driven recommendations to strengthen credit policy compliance, adjust risk-based pricing, and minimize potential loan default rates.
-- Tools & Technologies Used
* Microsoft Excel (Power Query, Pivot Tables, Pivot Charts, Slicers, KPI Cards, Conditional Formatting)
* Role: Data Analyst / Financial Analyst / Excel Specialist
* Skills: Data Visualization, Microsoft Excel, Financial Analysis, Dashboard Design, Risk Analysis, Data Cleaning (Power Query)
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-- Business Problem
Analyze retail sales data to identify sales trends, profitable products, customer behavior, and regional performance to improve business decisions and maximize profit.
-- What I Did
* Cleaned and organized the data.
* Created calculated fields (Revenue, Cost, Profit).
* Built Pivot Tables and Pivot Charts.
* Designed an interactive Excel dashboard with slicers.
* Analyzed sales, profit, products, customers, and regional performance.
* Created KPI cards for key business metrics.
-- Key Insights
* Total Revenue: 14.30M generated from 5,000 transactions.
* Fashion generated the highest profit (1.66M) among all product categories.
* Electronics recorded the highest sales revenue (6.32M).
* Groceries contributed the lowest revenue and profit, indicating lower business performance.
* The business has a balanced revenue distribution between Fashion and Electronics, while Groceries have growth potential.
* Profitability varies across categories, highlighting opportunities to optimize pricing and promotional strategies.
-- Recommendations
* Increase focus on high-profit products.
* Improve sales in low-performing regions.
* Optimize discounts to maximize profit.
* Plan inventory based on monthly sales trends.
* Launch targeted marketing campaigns for customer retention.
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