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Sattwick Das

Financial Data Specialist at Moody’s | Ex- Morningstar

India

5+ years of work experience

Moody's
Nov 20241 yr 8 mosPresent

Gurugram, Haryana, India

Moody's
Nov 20241 yr 8 mosPresent

Developed SQL queries to automate processes and implemented data controls, improving data quality before publication. Managed client-specific data requests with a focus on accuracy and efficiency. Contributed to the Ownership team by building company hierarchies and classifying entities.
Morningstar
Oct 20222 yrs 1 moOct 2024

Navi Mumbai, Maharashtra, India

• Conducted analysis and collection of various financial and non-financial data points from financial filings, company press releases, and exchange notices for listed companies across multiple regions, maintaining over 99.5% accuracy. • Built SQL query which is helpful for bad data cleanup and reduces error rate from around 3% to 2% which increases process efficiency • Part of Internal Audit revamping and providing full-time audit, identifying collection discrepancies, and methodology issues, and providing trends of errors along with solutions to avoid them or catch them in initial stage. • Co-ordinated with Shenzhen team regarding collection policy to streamline the process across teams. • Trained 10+ new members added to the team, solving their doubts, and guiding them with the current collection policy and methodology. • Created market-wise documents for common reporting patterns, errors, and specific keywords in the process. • Conducted basic SQL sessions for team members to help them understand SQL so they could come up with new logic to avoid errors. • Testing for EDMFS and helping the team understand and using EDMFS for raising queries in the common platform (Methodology JIRA platform) • Researched various scenarios of header sync issues to find under which cases the data is correctly reflected in the product.
Morningstar
Mar 20211 yr 8 mosOct 2022

Navi Mumbai, Maharashtra, India

• Analysis & Mapping Data points of 1000+ Annual Reports of all available sectors from world-wide markets like Edgar, Europe, Middle-east etc. • Identification, Analysis, and Interpretation of trends and patterns in company reporting patterns across countries and Sectors world-wide. • Researching and Analysing data points and the nature of line items to improve collection guidelines in methodology and update existing members with the same.
Morningstar India Pvt Ltd
Oct 20222 yrs 1 moOct 2024

Collected and analyzed financial and non-financial data from filings, press releases, and exchange notices across global markets, maintaining 99.5%+ data accuracy. Designed SQL queries to automate data cleanup, reducing error rates from 4% to 1%. Built data models to enhance forecasting accuracy and drive data-driven insights. Identified inefficiencies in data processes and proposed improvements. Collaborated with cross-functional teams to gather and define client requested data project requirements. Mentored and trained 10+ new team members.
Morningstar India Pvt Ltd
Mar 20211 yr 8 mosOct 2022

Extracted and validated financial data points, contributing to high data integrity in Morningstar’s systems. Supported the development of automated tools to detect and correct data errors, improving workflow efficiency. Review, collection and analysis of key performance indicators (KPI) that affect the revenue and growth of the business. Leveraged industry specific knowledge to adapt KPI methodologies, ensuring relevance and effectiveness in diverse business environments.

Education

Utkal University

Master of Business Administration, Finance and Financial Management Services

Utkal University

20192 yrs2021

Finance, Investment Banking

Courses Mojo Academy

20202020

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Headline

Financial Data Specialist at Moody’s | Ex- Morningstar

About

Highly analytical and results-driven Senior Data Research Analyst with over 3.5 years of experience in financial data analysis, data validation, and operational performance improvement. Expertise in SQL, financial statement analysis, and process optimization. Proven ability to reduce error rates and increase operational accuracy using SQL, Power BI, and Excel for strategic decision-making. Finance background with a commitment to continuous learning and improving team performance.

Location

India

Work experience

Financial Data Specialist at Moody's, Nov 2024 - Present · 1 yr 8 mos, Gurugram, Haryana, India

Data Specialist at Moody's, Nov 2024 - Present · 1 yr 8 mos, Developed SQL queries to automate processes and implemented data controls, improving data quality before publication. Managed client-specific data requests with a focus on accuracy and efficiency. Contributed to the Ownership team by building company hierarchies and classifying entities.

Senior Data Research Analyst at Morningstar, Oct 2022 - Oct 2024 · 2 yrs 1 mo, Navi Mumbai, Maharashtra, India, • Conducted analysis and collection of various financial and non-financial data points from financial filings, company press releases, and exchange notices for listed companies across multiple regions, maintaining over 99.5% accuracy. • Built SQL query which is helpful for bad data cleanup and reduces error rate from around 3% to 2% which increases process efficiency • Part of Internal Audit revamping and providing full-time audit, identifying collection discrepancies, and methodology issues, and providing trends of errors along with solutions to avoid them or catch them in initial stage. • Co-ordinated with Shenzhen team regarding collection policy to streamline the process across teams. • Trained 10+ new members added to the team, solving their doubts, and guiding them with the current collection policy and methodology. • Created market-wise documents for common reporting patterns, errors, and specific keywords in the process. • Conducted basic SQL sessions for team members to help them understand SQL so they could come up with new logic to avoid errors. • Testing for EDMFS and helping the team understand and using EDMFS for raising queries in the common platform (Methodology JIRA platform) • Researched various scenarios of header sync issues to find under which cases the data is correctly reflected in the product.

Data Research Analyst at Morningstar, Mar 2021 - Oct 2022 · 1 yr 8 mos, Navi Mumbai, Maharashtra, India, • Analysis & Mapping Data points of 1000+ Annual Reports of all available sectors from world-wide markets like Edgar, Europe, Middle-east etc. • Identification, Analysis, and Interpretation of trends and patterns in company reporting patterns across countries and Sectors world-wide. • Researching and Analysing data points and the nature of line items to improve collection guidelines in methodology and update existing members with the same.

Data Research Analyst at Morningstar India Pvt Ltd, Oct 2022 - Oct 2024 · 2 yrs 1 mo, Collected and analyzed financial and non-financial data from filings, press releases, and exchange notices across global markets, maintaining 99.5%+ data accuracy. Designed SQL queries to automate data cleanup, reducing error rates from 4% to 1%. Built data models to enhance forecasting accuracy and drive data-driven insights. Identified inefficiencies in data processes and proposed improvements. Collaborated with cross-functional teams to gather and define client requested data project requirements. Mentored and trained 10+ new team members.

Data Research Analyst at Morningstar India Pvt Ltd, Mar 2021 - Oct 2022 · 1 yr 8 mos, Extracted and validated financial data points, contributing to high data integrity in Morningstar’s systems. Supported the development of automated tools to detect and correct data errors, improving workflow efficiency. Review, collection and analysis of key performance indicators (KPI) that affect the revenue and growth of the business. Leveraged industry specific knowledge to adapt KPI methodologies, ensuring relevance and effectiveness in diverse business environments.

Education

Master of Business Administration, Finance and Financial Management Services, Utkal University

Finance, Investment Banking, Courses Mojo Academy