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Pivithuru Perera

@pivithuruperera

Business intelligence professional at AIA Insurance Lanka who built a CFO-level Power BI dashboard consolidating 10+ KPIs.

Sri Lanka

Message

At AIA Insurance Lanka, I lead the development of management and executive BI solutions across financial, sales, customer, branch, and operational performance. I translate business requirements into Power BI dashboards, semantic models, and automated reporting workflows.

I designed a CFO-level Management Information dashboard consolidating 10+ KPIs, with drill-down by product, channel, and region. I also built a branch performance framework and automated reporting workflows that saved 30+ hours per reporting cycle.

In a cross-functional Customer Strategy assignment, I supported analysis of customer acquisition, engagement, persistency, and retention, and built a Power BI dashboard for adoption and engagement of the AIA+ customer app. I’m an ACCA Strategic Professional finalist, with Sri Lanka Rank 1 in Strategic Business Leader.

Experience

Work history, roles, and key accomplishments

Current

Senior Executive – Business Intelligence

Current

AIA Insurance Lanka

Aug 2026 - Present (3 months)

Lead development of management and executive BI solutions covering financial, sales, customer, branch, and operational performance. Translate complex business requirements into scalable Power BI dashboards, semantic models, DAX measures, and automated reporting workflows.

Power BI DAX Power Query Microsoft Fabric SQL Python Excel VBA Power Automate

AI Enabled Process Improvement

Data Modeling Forecasting Financial Analysis Stakeholder Management

Finance Specialist – FP&A & Business Intelligence

AIA Insurance Lanka

Feb 2025 - Jul 2026 (1 year 5 months)

Designed and delivered a CFO-level Management Information dashboard in Power BI consolidating 10+ KPIs with drill-down by product, channel, and region. Developed an end-to-end Branch Performance Analysis framework and led ETL workflows that saved 30+ hours per reporting cycle.

Power BI DAX Power Query Excel VBA ETL Financial Analysis Profitability Analysis Data Modeling Stakeholder Management AI Tools

Finance Consultant (Part-Time) – Performance & Cost Analysis

Refocus Business Models (RBM)

Sep 2024 - Oct 2025 (1 year 1 month)

Prepared Profit & Loss statements with commentary on revenue and cost movements, highlighting key performance trends and cost drivers. Performed expense, variance, and trend analysis against benchmarks to identify cost-saving opportunities.

Financial Analysis Variance Analysis Cost Analysis Excel Automation

Reporting

Finance Analyst

Accenture

Jul 2023 - Feb 2025 (1 year 7 months)

Identified and resolved Accounts Receivable process inefficiencies, reducing turnaround time and improving operational efficiency. Designed Excel-based automation for data extraction, transformation, and reporting, and supported audit processes with zero material errors.

Excel VBA Data Management Process Automation Accounts Receivable Audit Support Regulatory Compliance

Cross-Functional Assignment – Customer Strategy

AIA Insurance Lanka

Supported the Head of Strategy-led Customer Strategy team on initiatives to grow AIA's inforce customer base through acquisition, adoption, engagement, persistency, and retention analysis. Developed customer and segment analytics to assess growth opportunities and actionable interventions.

Customer Segmentation Customer Analytics Power BI Data Analysis Strategic Research Forecasting Performance Analytics

Education

Degrees, certifications, and relevant coursework

Association of Chartered Certified Accountants

ACCA Strategic Professional Finalist, Accounting and Finance

2025 -

Currently pursuing the ACCA Strategic Professional qualification, with two examinations remaining. Achieved Sri Lanka Rank 1 and Global Rank 19 in Strategic Business Leader.