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Omkar MahaleOM
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Omkar Mahale

@omkarmahale

Investment Portfolio Control Consultant at Wells Fargo, creating Power BI dashboards and automating reporting processes.

India
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At Wells Fargo, I design interactive Power BI dashboards that turn complex data into actionable insights for financial advisors. I also implement process improvements to reduce reliance on manual interventions.

As a Program Associate at Wells Fargo, I automated end-to-end reporting workflows, reducing manual effort by 50%. I created scalable analytics solutions for portfolio, asset allocation, and performance metrics, and migrated a legacy reporting solution from MS Access to SAS.

I started The Krunch Box with friends during my MBA, gaining hands-on experience with daily operations, marketing, and finance. Earlier, at CRISIL Limited, I studied Japan's economy and the asset price bubble crisis of the 90s for a sell-side equity research report.

Experience

Work history, roles, and key accomplishments

Wells Fargo logoWF
Current

Investment Portfolio Control Consultant

Oct 2026 - Present (1 month)

Designed and implemented interactive Power BI dashboards, transforming complex data into actionable insights to the financial advisors.
Identified and implemented process improvements that reduced operational dependencies on manual interventions

Wells Fargo logoWF

Program Associate

Apr 2025 - Sep 2026 (1 year 5 months)

Managed several critical portfolio reporting and control processes, ensuring high-quality outputs, adherence to timelines, and operational excellence.
Automated end-to-end reporting workflows, significantly reducing manual effort by 50%.
Created scalable reporting and analytics solutions that improved stakeholder access to key portfolio, asset allocation and performance metrics.
Spearheaded the mi

TB

Co-Founder

The Krunch Box

Jul 2024 - Apr 2025 (9 months)

A venture I started with friends during my MBA, and got hands-on experience managing daily operations, marketing, and finance for a small business

CRISIL Limited logoCL

GR & RS Intern

CRISIL Limited

Apr 2024 - Jun 2024 (2 months)

Worked in the Sell-side equity research division, focusing on studying Japan's economy and the Asset Price bubble crisis of the 90s, and preparing a report presenting my analysis

EY logoEY

Advanced Analyst

Oct 2022 - May 2023 (7 months)

Worked as Advanced Analyst at EY.

EY logoEY

Tax Analyst

Dec 2021 - Sep 2022 (9 months)

Worked as Tax Analyst at EY.

Education

Degrees, certifications, and relevant coursework

Great Lakes Institute of Management logoGM

Great Lakes Institute of Management

Postgraduate Degree, Business Administration and Management, General

2023 - 2025

UD

Udemy

Comprehensive Guide to Financial Markets, Investing and Trading

May 2023

SN

Skill Nation

Financial Modeling - 2 day workshop

Jun 2023

BB

Boston Consulting Group (BCG)

Introduction to Strategy Consulting Virtual Experience Program

Jun 2023

SN

Skill Nation

Advanced Excel Formulas

Jul 2023

SN

Skill Nation

Power BI Domination Workshop

Jul 2023

The Institute of Chartered Accountants of India logoTI

The Institute of Chartered Accountants of India

CA-CPT, Commerce

2018 - 2022

SB

Sheshadripuram Arts, Science & Commerce College, Sheshadripuram , Bangalore-20

Bachelor of Commerce - BCom, Accounting and Finance

2018 - 2021

VI

Vidya Soudha Group of Institutions

II PUC, Business/Commerce, General

2016 - 2018

MS

Mother Teresa Public School

Class 10th

2015 - 2016

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