Shefali Sharma
Hello, Iām Shefali Sharma š
š About Me
I live in Toronto, ON. I am currently employed with EQ Bank and possess 6 years of experience in Financial Industry.
I am passionate to harness the power of data to drive meaningful change.
š Data Projects:
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RC151 Assistant Github WebApp using Streamlit & Pandas Technologies: Python Click on the image to open the app |
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| Apple Music Dataset SQL Analysis | IMDb Dataset Analysis |
| Exploratory Analysis | Technologies: SQL & Python | Storytelling with Data | Technologies: SQL & Tableau |
š ļø Tools & Technologies
| Tech | Expertise |
|---|---|
| SQL | š¢ š¢ š¢ š¢ š¢ |
| Python (pandas) | š¢ š¢ š¢ š¢ āŖļø |
| Power Query / M | š¢ š¢ š¢ š¢ š¢ |
| Tableau | š¢ š¢ š¢ š¢ š¢ |
| Power BI / DAX | š¢ š¢ š¢ š¢ āŖļø |
| Alteryx | š¢ š¢ š¢ š¢ āŖļø |
| Anaplan | š¢ š¢ š¢ š¢ āŖļø |
Day to day I work in SQL Server and Python, building data pipelines and transformation logic across large lending and treasury datasets.
š¼ Professional Experience
Senior Financial Analyst, Data Systems & Analytics ā EQ Bank
Jun 2025 ā Present
- Engineer SQL and Python pipelines feeding forecasting models across eight product lines ā transforming loan-level data for 60,000+ loans and bulk-loading ~700,000 monthly records via ODBC
- Lead the in-house data workstream for a bank-wide Anaplan implementation with Deloitte, owning requirements, model build, and QA across four sprints
- Automated a manual recurring reserves report into a three-click SQL and Power Automate workflow
- Supported migration of commercial data to Microsoft Fabric and validated the medallion architecture (bronze and gold layers)
Senior Business Analyst ā CIBC
Jul 2024 ā Jun 2025
- Built and improved business intelligence dashboards in Tableau
- Automated aggregation of 100+ Excel spend reports with an Alteryx macro, cutting data-prep time from 6ā8 hours to 15ā20 minutes
Equity Data Analyst ā Bloomberg
Apr 2022 ā Feb 2024
- Built a Python script for the Content Acquisition team using MODL earnings data, surfacing key statistics to support data-provider negotiations
- Used Bloomberg Query Language to analyze financial disclosures across an equity data portfolio and validate data accuracy
- Supported Bloomberg functions FA <GO>, MODL <GO>, EE <GO>
Financial Analyst ā J.P. Morgan
Apr 2020 ā Apr 2022
- Reduced a 16-hour extraction and transformation process for trade, investor, and regional metrics to under 10 minutes using SQL and Alteryx
- Automated weekly wealth-management report distribution with a Python script
š©š½āš» Certifications
- Anaplan Level 2 Model Builder
- Window Functions, LearnSQL.com View Certificate
- Using Python for Research, HarvardX View Credential
- Exploratory Data Analysis in SQL, DataCamp View Certificate
- Financial & Valuation Modeling, Wall Street Prep View Credential
š¤ Connect
- LinkedIn: Shefali Sharma
- Email: shefali.finance@gmail.com