Harsh sane
@harshsane
Finance & data analyst with 3.3 years’ experience turning financial data into decisions.
IndiaWhat I'm looking for
I’m a Finance & Data Professional with 3.3 years of experience at Morningstar India in the Financial Services domain. I focus on financial data analysis to support performance reporting, financial trends, and business decision-making.
In my current role as a Data Analyst at Morningstar Inc., I analyze and manage large-scale financial datasets using SQL and Advanced Excel. I support financial planning cycles—budgeting, forecasting, and month-end financial performance reviews—while partnering with cross-functional teams to strengthen controls, improve reporting quality, and improve data accuracy.
I’ve also contributed measurable impact through awards for production and core data analysis performance, including a “SPOT Award” and peak-period performance reaching 148% production and 99.98% quality. Previously, as an Assistant Manager at Kotak Mahindra Bank, I supported client growth and resolved product queries, sharpening my ability to translate needs into actionable outcomes.
Experience
Work history, roles, and key accomplishments
Analyzed and managed large-scale financial datasets using SQL and Advanced Excel to support performance reporting, financial trend analysis, and business decision-making. Drove improvements in data accuracy and reporting quality, earning SPOT awards for best core production/data analysis quality and peak-period performance (148% production, 99.98% quality).
Proactively acquired new clients for salary savings accounts and cross-sold banking products to maximize output. Provided guidance and resolved client queries related to products and onboarding.
Education
Degrees, certifications, and relevant coursework
AIMS Institute of Management, Pune
Master of Business Administration, Finance
2016 - 2019
Completed an MBA with a major in Finance at AIMS Institute of Management, Pune. Thesis topic: Sovereign Debt Funds.
The Maharaja Sayajirao University of Baroda
Bachelor of Commerce, Accounting and Financial Management
2014 - 2016
Earned a Bachelor of Commerce with a major in Accounting and Financial Management from The Maharaja Sayajirao University of Baroda.
Availability
Location
IndiaAuthorized to work in
Job categories
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