Rinkle Singh
@rinklesingh
I build Power BI and SQL reporting solutions that streamline financial analysis and improve decision-making.
United KingdomWhat I'm looking for
At TIAA GBS, I built Power BI dashboards for 50+ client portfolios, consolidating investment information and saving more than 10 hours each week in manual reporting.
I use SQL to extract, transform, and analyse complex financial data, and managed the timely, accurate delivery of 100+ financial reports through CORIC with 99% data integrity. I also partnered with cross-functional stakeholders to improve reporting workflows and reduce report preparation time by 3 each month.
Previously at Insplore Consultants, I analysed client financial portfolios, recommended investment products, and communicated complex product benefits clearly to support retention and service improvements.
My project work includes credit-risk and financial-performance dashboards built with Power BI and DAX, plus an Excel VBA tool that automated performance-data consolidation across 10 investment portfolios.
Experience
Work history, roles, and key accomplishments
Client Reporting Analyst
TIAAGBS UK
Apr 2022 - Jun 2025 (3 years 2 months)
Developed PowerBI dashboards for 50+ client portfolios, centralising investment information and saving 10+ hours weekly on manual reporting. Implemented SQL queries for data extraction and analysis, and managed delivery of 100+ financial reports with 99% data integrity.
Finance Relationship Manager
Insplore Consultants
Sep 2020 - Mar 2021 (6 months)
Analysed client financial portfolios to recommend investment products, assisting 10+ clients monthly and generating significant firm revenue. Presented complex financial product benefits, improving client understanding and contributing to a retention uplift of 50+ accounts.
Education
Degrees, certifications, and relevant coursework
University of Strathclyde
Master of Science, Finance, Accounting & Data Analytics
2025 -
Pursuing an MSc in Finance, Accounting & Data Analytics.
Lexicon Mile
Master of Business Administration, Finance & Business Analytics
2020 - 2022
Completed an MBA in Finance & Business Analytics.
Tech stack
Software and tools used professionally
Availability
Location
United KingdomAuthorized to work in
Portfolio
unimad.ai/portfolio/rinklesinghSocial media
Job categories
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