Kanva Trivedi
@kanvatrivedi
I build data-driven financial and enterprise analytics solutions that improve reporting, planning, and decision-making.
United StatesWhat I'm looking for
At Charles Schwab, I build financial and operational analytics solutions that turn stakeholder needs into KPI frameworks, dashboards, and actionable insights.
I've developed Power BI reporting with SQL, Python, and advanced Excel, reducing manual reporting effort by 42% and improving planning accuracy through forecasting and statistical analysis.
I also streamline knowledge retrieval with LLMs, RAG, LangChain, and OpenAI APIs, while strengthening data quality, governance, audit support, and regulatory reporting across PostgreSQL, Snowflake, and Amazon Redshift.
Previously at Tech Mahindra, I analyzed enterprise data, built Tableau and Power BI dashboards, improved ETL workflows, and translated business requirements into functional specifications and user stories.
Experience
Work history, roles, and key accomplishments
Business Data Analyst
Charles Schwab
Jan 2025 - Present (1 year 8 months)
Led requirements gathering and gap analysis for financial analytics initiatives, translating stakeholder needs into user stories and KPI frameworks. Developed Power BI dashboards using SQL, Python, and advanced Excel to monitor financial and operational KPIs, reducing manual reporting effort by 42%.
Conducted EDA, data mining, and trend analysis across enterprise datasets using Python, SQL, Pandas, and NumPy. Built Tableau and Power BI dashboards for KPI reporting, performance tracking, and executive reporting, reducing spreadsheet-driven analysis by 40%.
Education
Degrees, certifications, and relevant coursework
Arizona State University
Master's in Computer Engineering, Computer Engineering
Master's degree in Computer Engineering from Arizona State University, completed in May 2025.
University of Mumbai
Bachelor's in Electronics and Telecommunications Engineering, Electronics and Telecommunications Engineering
Bachelor's degree in Electronics and Telecommunications Engineering from the University of Mumbai, completed in May 2023.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Skills
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