SUPRIYA SUNDARARAJAN
Burlington,ON
Summary
Results-driven data professional with keen eye for detail and passion for uncovering actionable insights from data. Proven track record of utilizing data analysis and visualization tools to drive business decisions and optimize processes. Team-oriented with strong focus on collaboration and adaptability, consistently delivering reliable results in dynamic environments.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Salesforce Admin I Business & Data Analyst
CIBC
02.2021 - 05.2022
- Managed and configured Salesforce to optimize CRM functionality, ensuring alignment with business needs
- Configured Salesforce security settings, profiles, roles, and permission sets, improving data access control
- Customize objects, fields, page layouts, record types, and validation rules to align with business processes
- Designed and automated workflows, approval processes, and record-triggered flows, reducing manual tasks by 40%
- Created reports and dashboards to support executive decision-making, improving data visibility
- Implement automation tools such as Workflow Rules, Process Builder, and Flows to optimize operations
- Trained and supported 100+ users, boosting Salesforce adoption and data accuracy
- Led data migration projects, cleansing and consolidating 100K+ records using Data Loader and ETL tools
- Collaborated with cross-functional teams to streamline lead management, opportunity tracking, and case resolution
- Analyzed business processes and integrated Salesforce with ERP and reporting tools
- Developed SQL-based reports and dashboards in Tableau and Power BI, providing real-time insights
- Developed reports and dashboards to provide real-time insights for sales, customer service, and management
- Worked with stakeholders to define requirements and improve CRM data integrity and governance
- Implemented user-friendly training materials, increasing system adoption by 30%
- Conduct user training sessions, create documentation, and provide technical support to end-users
- Collaborate with business stakeholders to gather requirements and translate them into Salesforce solutions
- Integrate Salesforce with third-party applications and troubleshoot API-related issues
- Worked in ECIF, CDR, CORA (Fenergo), Salesforce and in many Trading systems but not limited to Wallstreet, XTRADER, TRACS, CEAS, CIMAN, OPTEX, Broadridge
- Client onboarding & Client offboarding
- Responsible for updating Client Name change and Address change in the impacted systems
- Worked on Client data synchronization between ECIF and CDR
- Helped with Asset Manager onboarding and also added Asset Manager relationship in CDR and ECIF
- Worked with the IT Development Team on Testing and System Bug fixing
- Worked on Client data remediation to maintain data integrity between multiple systems
- Worked on Duplicate Management using Client Merge process
- Worked on Fund and Organization matching
- Responsible for Client data remediation and Client data enrichment
- Created tools and techniques to facilitate data remediation and data enrichment thereby reduced overall effort and time
- Analyze large datasets to identify trends, patterns, and business opportunities
- Develop interactive dashboards and reports using Tableau/Power BI to support decision-making
- Optimize SQL queries to enhance database performance and data retrieval efficiency
- Perform statistical analysis and predictive modeling to forecast business outcomes
- Collaborate with stakeholders to gather requirements and deliver data-driven solutions
- Automate reporting processes to reduce manual workload and improve accuracy
Salesforce Admin I Business & Data Analyst
CIBC
10.2017 - 05.2018
- Managed Salesforce requests/issues for 500+ Salesforce total end users
- Continuously maintain and improve database
- Configured Salesforce functionalities to enhance performance of business process upto 25%
- Responsible for data remediation and data enrichment
- Created tools and techniques to facilitate data remediation and data enrichment thereby reduced overall effort and time
- Supported the data governance
- Responsible for creating reports to provide insights to Senior Management
- Responsible QA in Capital Markets data projects
HR Assistant
Excel One staffing Inc, Canada
09.2014 - 02.2015
- Developed job profiles and sourced candidates from major job boards; select, interview and hire
- Resourced database management: Maintaining employee's personal files and records
- Advertised vacancies, resourced, screened candidates through various job portals and internal reference
- Short listed the resumes based on desired skills and experience
- Conducted telephone and Personal interviews
- Resourced recruitment, on-boarding and conducted new joiner orientation
- Resource mobilization and optimization
Branch Secretary
Colgate Palmolive (India) Limited
06.2008 - 03.2012
- Managed all HR related activities in the Zone
- Published job postings in portals, tracked responses and maintained resume database
- Coordinated with placement consultants for hiring resources with relevant and required skill sets
- Pre-screened qualified candidates and scheduled interviews by coordinating with respective stake holders
- On-boarding assistance by providing induction on company policies/procedures and scheduled orientation sessions
- Responsible for disbursement of offer letters and other on-boarding documents
- Managed effective employee relationship through efficient interpersonal skills by conducting employee engagement activities
- Maintained attendance system and leave records for all employees
- Coordinated on employee performance management and managed appraisal ratings
- Maintained employee database with their educational credentials, employment history, family details, performance details and BGC report
- Exit formalities: conducting exit interviews and responsible for completing all necessary exit procedures/full & final settlement
- Handling Consumer Complaints: Liaise between consumer affairs department and sales team to ensure speedy resolution of consumer complaints
- Zonal Manager assistance
- Prepared and issued circulars to the sales team and sales channels
- Prepare expense report on travel, medical and other reimbursements
- Liaising with the travel desk and coordinating all bookings for accommodation and domestic/international travel
- Arranged sales conferences, product launch meetings by coordinating with the hotel banquets and managed end-end execution
- Responsible for processing the expense claim for the sales team as per policy
- Coordinated on zone internal and external audits
- Co-ordination with the Finance team in raising of POs and ensured timely release of the payments
- Responsible for zone operational activities, such as tracking housekeeping activities, maintaining stationery, etc
- Enhanced office efficiency by streamlining processes and implementing new organizational systems.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Provided excellent administrative support duties including filing maintaining databases, creating presentations assisting general office upkeep.
- Managed incoming inquiries from both internal personnel and external clients promptly providing accurate information or directing them to the appropriate party.
- Prepared meeting agendas, materials, minutes, ensuring all necessary documentation was distributed ahead of time for efficient discussion during meetings.
- Assisted in the hiring process by reviewing applications, scheduling interviews, and participating in candidate selection discussions.
- Collaborated with other departments to create a cohesive work environment that promoted mutual success across the organization.
- Improved customer satisfaction ratings through attentive service and quick issue resolution.
- Contributed to branch growth by identifying potential business opportunities through research and networking efforts.
- Coordinated schedules for branch employees to ensure optimal staffing levels throughout operational hours.
- Optimized resource allocation by monitoring budgets, analyzing expenses, and making cost-saving recommendations.
- Boosted employee morale and productivity through effective communication and conflict resolution strategies.
- Continually assessed workflow practices identify areas improvement recommended solutions management consideration implementation.
- Increased accuracy of data entry tasks by implementing quality control measures such as thorough proofreading and double-checking inputted information.
- Maintained a professional and welcoming atmosphere within the branch office through diligent attention to detail, cleanliness, and overall organization.
- Ensured compliance with industry regulations by maintaining accurate records, conducting audits, and updating policies as needed.
- Supported branch manager in decision-making by preparing comprehensive reports on branch performance.
- Maintained confidentiality of sensitive company information through proper document storage and disposal procedures.
- Organized successful branch events and meetings to foster team-building and professional development opportunities for staff members.
- Served as a liaison between the branch office personnel headquarters providing updates any relevant changes at either location.
Education
Master of Commerce - Accounting And Finance
University of Madras
Chennai, Tamil Nadu, India12.2006
Skills
- Data analysis
- Data visualization and presentation
- Excel functions
- SQL
- Data cleaning
- Analytical problem solving
- Data validation
- Database management
- Report preparation
- Data mapping
- Process improvement
Languages
English
Full Professional
Certification
Salesforce Certified Admin &
Salesforce Certified AI Associate
Timeline
Salesforce Admin I Business & Data Analyst
CIBC
02.2021 - 05.2022
Salesforce Admin I Business & Data Analyst
CIBC
10.2017 - 05.2018
HR Assistant
Excel One staffing Inc, Canada
09.2014 - 02.2015
Branch Secretary
Colgate Palmolive (India) Limited
06.2008 - 03.2012
Master of Commerce - Accounting And Finance
University of Madras
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