Soumya Moudgal

• Lead the delivery of enterprise Power BI solutions that provide timely, accurate, and actionable insights for senior leaders and operational teams.
• Partner closely with Finance and business stakeholders to define KPIs, align metrics, and ensure consistent interpretation of performance across the organization.
• Guide BI team members in developing clear, intuitive dashboards and data models that support confident decision-making.
• Established reporting standards, governance practices, and quality controls, improving trust, usability, and consistency across BI assets.
• Led the Finance BI Data Lake visualization initiative, coordinating internal teams and vendors to deliver high-quality, compliant analytics solutions.
• Designed reusable Power BI dataflows and semantic models to support scalable reporting and self-service analytics.
• Delivered Power BI training and enablement sessions, increasing adoption and helping business users feel confident working with data.
• Fostered a culture of continuous improvement and collaboration, incorporating feedback, retrospectives, and best-practice sharing.
• Automated key operational processes using Power Automate and Power Apps, reducing manual effort and improving efficiency.

Impact

• Increased adoption of BI tools and self-service reporting
• Improved alignment and clarity around financial and operational KPIs
• Enabled leadership with trusted insights to support strategic decisions

• Delivered analytics and reporting solutions supporting long-term planning, forecasting, and operational performance.
• Developed interactive dashboards for senior leadership, translating complex data into clear performance narratives.
• Integrated data from multiple systems to create unified, reliable views of business performance.
• Automated analytics workflows using Alteryx, SQL, Python, and R, significantly reducing manual effort and improving accuracy.
• Produced and governed KPI scorecards used for executive and corporate performance reporting.
• Collaborated with Finance, Engineering, and IT partners to ensure analytics solutions aligned with business priorities.

• Managed cross-functional teams delivering data-informed digital initiatives using Agile practices.
• Improved delivery transparency and accountability through structured planning, reporting, and stakeholder communication.
• Translated strategic goals into actionable execution plans, ensuring projects were delivered on time and with quality.
• Led cross-functional teams to drive project delivery and meet client expectations.
• Developed project plans, timelines, and budgets to ensure resource allocation efficiency.

• Serving high-profile stakeholders, including Chief Risk and Control Officers, Chief Technology Officers, and external regulators like the OCC and FRB.
• Trained and certified as a SCRUM Master, playing a key role in adopting Agile practices and implementing Continuous Integration/Continuous Deployment (CI/CD) within the Line of Business, providing strategic direction.
• Set up and managed a team of data analysts and visualization specialists, demonstrating strong team management skills.
• Developed complex Cognos BI reports, interactive HTML reports, Alteryx workflows, Tableau dashboards, and Power BI analyses for self-service use, addressing KPIs, gap analysis, and root cause analysis, offering decision support.
• Initiated project management and tracking through JIRA and Confluence, streamlining project workflows and documentation.
• Conducted workshops to identify and address gaps between the scrum team and the Product Owner, resulting in a 60% improvement in efficiency and effective problem resolution.
• Solely responsible for Cognos and Oracle implementations, delivering over 30 reporting and database enhancements with zero rollbacks, ensuring accuracy and reliability.
• Created complex PL/SQL scripts to extract and load data efficiently in the absence of ETL tools, achieving rapid data processing and supporting analytics.
• Oversaw database performance management to ensure optimal operation and reliability.
• Contributed to all project phases, including requirement gathering, development, and quality assurance, ensuring successful project delivery and adherence to regulatory requirements.

• Managed all aspects of the Cognos BI Reporting tool, from requirements elicitation through to deployment, providing strategic direction.
• Created and maintained multiple reports and data models, ensuring accuracy and relevance.
• Conducted Quality Assurance (QA) and User Acceptance Testing (UAT) for developed models and reports to ensure they met user requirements and standards.