I will build interactive dashboards and financial data analysis reports

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surbhikalra07
S
surbhikalra07
Surbhi K

About this gig

Are you looking for clean, accurate, and insightful financial reporting? With over 6 years of experience in financial services including roles at Mphasis, IHS Markit, and NatWest Group I specialize in turning raw financial data into clear, actionable dashboards and reports.

What I offer:

  • Power BI dashboard design and development for financial and portfolio reporting
  • Financial data analysis across Equities, Fixed Income, Derivatives, and FX
  • Data cleaning, validation, and accuracy checks to ensure reliable reporting
  • Custom reports tracking performance across multiple financial products
  • Database creation and maintenance for ongoing analytics needs

Why work with me:

I've worked directly with multinational investment banks and product-based firms, handling real financial data at scale not just theoretical examples. I understand data governance, accuracy standards, and the reporting needs of financial teams, so you get dashboards that are both visually clear and analytically sound.

Whether you need a one-time dashboard built, ongoing reporting support, or help making sense of messy financial data, I can deliver a solution tailored to your n

Get to know Surbhi K

Surbhi K

Business Analyst

  • FromIndia
  • Member sinceAug 2026
  • Languages

    English
I am a Senior Analyst with over 8 years of experience in multinational investment banks and product firms like BlackRock and IHS Markit. I specialize in financial products including Equities, Fixed Income, Derivatives, and FX, with expertise in tools like Aladdin, SQL, and Power BI. I have a proven track record in financial statement evaluation and portfolio management reporting.