👋 Hi, I'm Aman Barthria

📊 Data Analyst | Financial Data Analyst | SQL | Power BI | Python | Advanced Excel

💼 11+ Years of Financial Services Experience | Equity | Derivatives | Mutual Funds | MIS Reporting | Financial Operations

🔍 Passionate about transforming raw business data into meaningful insights through reporting, dashboards, and analytics.

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📫 Connect With Me

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🛠 Tech Stack

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📊 GitHub Statistics

I am a detail-oriented Data Analyst with 11+ years of experience in the Financial Services industry, specializing in Equity, Derivatives, Mutual Funds, MIS Reporting, Financial Operations, Accounting, and GST.

At Motilal Oswal Financial Services Ltd, I have worked extensively in portfolio operations, financial reporting, transaction processing, stakeholder reporting, client operations, and Advanced Excel-based MIS reporting.

To strengthen my analytical capabilities, I successfully transitioned into Data Analytics through professional training at SkilloVilla, where I gained hands-on expertise in SQL, Power BI, Python, Statistics, and Advanced Excel by solving real-world business projects.

I enjoy transforming raw business data into meaningful insights through data cleaning, reporting, dashboard development, visualization, and business analysis to support data-driven decision-making.

Motilal Oswal Financial Services Ltd
📍 Ghaziabad, Uttar Pradesh, India
🗓️ January 2015 – Present

• Managed 200+ client interactions daily across Equity, Derivatives, Mutual Funds, and Financial Operations.
• Maintained and monitored 150+ Demat accounts and client portfolios.
• Prepared Daily, Weekly, and Monthly MIS reports for management and stakeholders.
• Performed financial reporting, data validation, reconciliation, and quality checks.
• Generated portfolio reports and operational reports for Relationship Managers.
• Used Advanced Excel to automate reporting and improve operational efficiency.
• Worked with Tally ERP 9, Accounting, and GST documentation.
• Coordinated with multiple internal teams to resolve operational issues.
• Supported business decisions through reporting, portfolio analysis, and operational insights.

• SQL
• Power BI
• Python
• Advanced Excel
• Statistics

• Joins
• CTEs
• Window Functions
• Aggregations
• Subqueries
• Views
• Data Filtering
• Business Reporting

• Power Query
• Data Modeling
• DAX
• KPI Dashboards
• Interactive Reports
• Business Insights
• Data Visualization

• Pandas
• NumPy
• Data Cleaning
• Data Transformation
• Data Aggregation
• Exploratory Data Analysis (EDA)

• Pivot Tables
• Pivot Charts
• XLOOKUP
• VLOOKUP
• INDEX-MATCH
• SUMIF
• COUNTIF
• Conditional Formatting
• Power Query
• Dashboard Development

Business stakeholders required an interactive dashboard to monitor sales performance, customer behavior, revenue trends, and product performance.

Designed a complete Power BI solution using:

• Data Modeling
• Power Query
• DAX Measures
• KPI Dashboards
• Business Reporting

Power BI • DAX • Power Query • Data Modeling • Dashboard Development • Business Analysis

👉 https://github.com/AmanBarthria/powerbi_project

Solved multiple real-world business reporting scenarios using SQL.

• JOINs
• CTEs
• Window Functions
• Aggregations
• Subqueries

👉 https://github.com/AmanBarthria/SQL_project

• Data Cleaning
• Data Transformation
• CSV Processing
• Pandas
• NumPy
• Data Aggregation
• Exploratory Data Analysis

👉 https://github.com/AmanBarthria/Python_project

• Interactive Dashboard
• Pivot Tables
• KPI Reporting
• Business Reporting
• Conditional Formatting
• Advanced Excel Functions

👉 https://github.com/AmanBarthria/excel_analysis-project

• Data Analysis
• Financial Data Analysis
• Business Intelligence
• Dashboard Development
• Data Visualization
• Reporting & MIS
• Financial Reporting
• Portfolio Management
• Data Validation
• Business Analysis
• Stakeholder Management
• Client Operations

• Advanced DAX Optimization
• SQL Query Optimization
• End-to-End Analytics Workflow
• Power BI Performance Tuning

📧 Email

amanbarthria@gmail.com

🔗 LinkedIn

https://www.linkedin.com/in/aman-barthria-8020a71a0

🔗 GitHub

https://github.com/AmanBarthria

⭐ Thank you for visiting my profile! If you find my projects helpful, feel free to explore the repositories and connect with me on LinkedIn.