Trade Finance Reporting & Client Analysis
Built SQL-driven reporting on transaction data to surface high-performing clients and support investment proposals to EBRD and ADB.
The problem
The trade finance team needed a reliable, repeatable way to consolidate transaction data spread across multiple systems, evaluate client performance, and back up investment proposals to international financial institutions with solid data.
Reporting dashboard
SQL-driven dashboards consolidating transaction data across systems — client performance, instrument volumes, and pipeline metrics.
The approach
I wrote and optimized SQL queries to extract and analyze transaction data directly from source systems, then consolidated data from multiple transaction systems into a single, consistent view. From that base, I built client-performance reports and dashboards in Excel, used data-driven analysis to identify the bank's highest-performing clients, and prepared investment proposals for international institutions including the EBRD and the Asian Development Bank.
Tools & technologies
Key outcomes
- Replaced manual data pulls with optimized SQL queries, speeding up recurring reporting cycles.
- Consolidated fragmented transaction data into unified client-performance dashboards.
- Identified top-performing clients through data-driven analysis, informing relationship strategy.
- Co-prepared investment proposals presented to EBRD and the Asian Development Bank.