Roshini Elizabeth Puthoor

• Pioneered cross-functional collaboration, integrating internal data and external data sources to optimize analysis and reporting metrics, aligning with varied stakeholder requirements.
• Advanced analysis and reporting of client service performance providing valuable insights for Firm and cell performance dialogue and leadership meetings.
• Integrated descriptive firm metrics and predictive client service metrics based on machine learning models in Tableau dashboards as tool for cell leaders to prioritize opportunities.
• Led the implementation of a user-friendly self-serve UI tool, enabling more effective market opportunity identification and simplifying company data access for internal teams.
• Automated routine data maintenance and reconciliation tasks with Alteryx, replacing manual processes and ensuring consistent and accurate reporting across all finance systems.
• Implemented efficient request tracking systems to track and prioritize requests; optimized requests turnaround and facilitated smoother coordination with requestors and teams.
• Managed the global reporting mailbox efficiently, addressing stakeholder queries, performing ad-hoc data analyses on key performance metrics, and ensuring partners receive accurate, timely information.
• Oversaw the production of critical monthly and quarterly financial reports, including sector scorecards and investment analysis, contributing to high-level decision-making in Operating Committee and partner meetings.
• Played a key role in creating data integrity of the firm's client database, executing thorough data cleansing, alignment, and external data integration to enhance financial reporting accuracy.
• Led the initiative for obtaining and integrating essential company data from Moody's Analytics, ensuring the accuracy and completeness of client information in the firm's database.
• Collaborated closely with the technology team to migrate the firm’s client database to Oracle CRM application, creating a central unified and reliable source for client data across the firm.
• Partnered with data scientists in the development of the new client data management system, contributing to algorithm testing and optimization, and ensuring successful User Acceptance Testing of new reporting tools.

Transformed client relationship management by developing a comprehensive client opportunity map, leveraging diverse resources to identify key market opportunities, thereby by thought partner in various strategic client relationship and development initiatives.
Streamlined client service performance reporting by automating and standardizing processes using Alteryx, significantly improving efficiency and accelerating response to complex analysis requests.
Pioneered cross-functional collaboration, integrating internal data and external data sources to optimize analysis and reporting metrics, aligning with varied stakeholder requirements.
Advanced analysis and reporting of client service performance providing valuable insights for Firm and cell performance dialogue and leadership meetings.
Integrated descriptive firm metrics and predictive client service metrics based on machine learning models in Tableau dashboards as tool for cell leaders to prioritize opportunities.
Led the implementation of a user-friendly self-serve UI tool, enabling more effective market opportunity identification and simplifying company data access for internal teams.
Automated routine data maintenance and reconciliation tasks with Alteryx, replacing manual processes and ensuring consistent and accurate reporting across all finance systems.
Implemented efficient request tracking systems to track and prioritize requests; optimized requests turnaround and facilitated smoother coordination with requestors and teams.

Took charge of regional reporting for Western Europe as the Regional SPOC, ensuring timely monthly delivery of key reports and spearheading automation and streamlining of new reporting projects.
Managed the global reporting mailbox efficiently, addressing stakeholder queries, performing ad-hoc data analyses on key performance metrics, and ensuring partners receive accurate, timely information.
Oversaw the production of critical monthly and quarterly financial reports, including sector scorecards and investment analysis, contributing to high-level decision-making in Operating Committee and partner meetings.
Played a key role in creating data integrity of the firm's client database, executing thorough data cleansing, alignment, and external data integration to enhance financial reporting accuracy.
Led the initiative for obtaining and integrating essential company data from Moody's Analytics, ensuring the accuracy and completeness of client information in the firm's database.
Collaborated closely with the technology team to migrate the firm’s client database to Oracle CRM application, creating a central unified and reliable source for client data across the firm.
Partnered with data scientists in the development of the new client data management system, contributing to algorithm testing and optimization, and ensuring successful User Acceptance Testing of new reporting tools.