AS

Alphy Sunny

Senior Associate Consultant

Work Experience

  • Senior Associate Consultant

    ZoomRx Healthcare Technology Solutions Pvt Ltd

    Oct 2024 - Jan 2025 -3 months

    • Job Details:Developed financial insights from large datasets, identifying key trends and opportunities to support data-driven business decisions. Built and maintained interactive dashboards in Tableau and Excel (with Synapse integration), enabling real-time visualization of key performance indicators and category trends. Translated complex data into actionable insights and clear presentations for both technical and non-technical stakeholders, influencing strategic business decisions. Led onboarding sessions for 4 associates, guiding them through project lifecycle concepts to enhance efficiency and consistency in deliverables. Analyzed complex datasets using Tableau, Excel, and BI tools to generate actionable insights, driving data-informed business decisions. Utilized tools like Synapse connections to streamline data workflows, enhance analysis speed, and improve overall project efficiency.
  • Associate Consultant

    ZoomRx Healthcare Technology Solutions Pvt Ltd

    Dec 2022 - Oct 2024 -1 yr, 10 months

    • Job Details:Collaborated with cross-functional teams to optimize process workflows and operational efficiency. Designed and executed custom market research studies, developed new data analysis methods, and created strategic narratives for senior management teams of blockbuster drugs. Ensured accuracy and consistency through rigorous data validation processes and maintained documentation of all analytical processes. Managed multiple research projects with tight deadlines, ensuring timely and high-quality deliverables. Responsible for project execution activities - data collection, data processing, data analysis and client delivery for 4+ projects.
  • Financial Planning Analyst

    Ameriprise Financials

    Apr 2021 - Dec 2022 -1 yr, 8 months

    • Job Details:Supported financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients’ financial documents and advisor inputs. Upskilled oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/suggestions with advisors in the U.S. via phone or e-mail. Developed strategic financial recommendations to mitigate risks and optimize clients' long-term financial goals. Managed multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner.
  • Transaction Advisory Services - Intern

    Plutus Business Advisory

    May 2020 - Jun 2020 -1 month

    • Job Details:Analysis and preparation of legal framework for NGO Samarth for CSR funding. Analysis of investment decisions for the companies on the basis of commercial potential scope. Prepared detailed reports on industry trends and market conditions, enabling informed decisions regarding investment opportunities.
  • Education

    • Master's Degree in Finance

      CHRIST UNIVERSITY

      Jan 2021 

    • Bachelor's Degree in Honors

      Delta University for Science and Technology (PUA)

      Jan 2019 

    Skills

    • Data visualization
    • Market Research
    • Data Analysis
    • Project Coordination
    • Process Improvement
    • Strategic Planning
    • Problem Solving
    • MS Office Suite
    • Multitasking
    • Time Management
    View More

    Languages

    • English

      Beginner
    • Hindi

      Beginner
    • Malayalam

      Beginner
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