Pradosh Nataraj

Financial Life is an independent financial advisory firm offering pensions, insurance and savings advice.

Automation & Operations

• Automated weekly and monthly reporting processes using Power BI and SQL, significantly reducing manual reporting time.
• Designed internal workflows that improved lead tracking and case monitoring across advisors.
• Built repeatable templates and small automations to streamline data updates from CRM systems.

Data Analysis & Insight Generation

• Developed dashboards to track key operational KPIs including closed cases, advisor productivity, and revenue metrics.
• Cleaned, transformed, and validated CRM data to increase accuracy of insights used by management.
• Translated advisor questions into actionable reports, helping teams make more informed decisions.

Cross-Functional Collaboration

• Worked directly with advisors, sales, and operations teams to gather requirements and implement data solutions.
• Coordinated with management to prioritise data-driven improvements and test new reporting formats.

• Contributed to backend development using Python and SQL to support an ERP platform used by private and government schools.
• Helped automate attendance tracking and record management processes, improving daily operational efficiency for administrators.
• Created dashboards and simple data visualisations to help schools monitor student activity and performance.
• Assisted the engineering team in developing user-friendly features and ensuring smooth, real-time data access.