I am a Senior Product Manager & Business Analyst with deep expertise in UI/UX design, specializing in Banking, Fintech, and B2B SaaS. My responsibilities intersect at the critical junction of business strategy, technical requirements, and user experience. I don't just document products; I visualize them, validate them, and drive their delivery.
So far I have assisted companies in the Fintech and SaaS sectors with efficient and timely product launches, ensuring that complex business logic is translated into intuitive, high-converting interfaces. Be it conceptualizing a product roadmap, writing detailed BRDs and PRDs, or creating pixel-perfect wireframes/ UI, UX in Figma, I make sure the cross-functional teams deliver within deadlines and within the parameters of the pre-defined business objectives.
๐กHereโs a more detailed list of initiatives I can drive for you:
โข Define product vision and roadmap aligned with business ROI and market needs.
โข Develop wireframes, user flows, and interactive prototypes using Figma and Miro.
โข Ensure UX interfaces are intuitive, accessible, and drive user engagement.
โข Capture business and technical requirements; produce BRDs, PRDs, and User Stories.
โข Translate complex financial logic into clear, actionable tasks for developers.
โข Lead Discovery Workshops to uncover risks and validate assumptions early.
โข Conduct market, competitor, and gap analysis for strategic positioning.
โข Plan and execute go-to-market initiatives for B2B SaaS and Fintech products.
โข Design executive dashboards and reporting tools for data-driven decision making.
โข Manage end-to-end product lifecycles from "back of napkin" to launch.
โข Coordinate cross-functional remote teams to ensure on-time delivery.
โข Track product performance metrics and iterate based on user feedback. and much more...
๐Why work with me?
โข๐Hybrid expert: I bridge the gap between Business, Tech, and Design
โข๐ฏOutcome-focused: I prioritize features that drive real business value
โข๐Flexibility to work within any timezone globally
โขโ Disciplined, process-driven approach to requirements and design
โข๐Proven track record in high-stakes Fintech and Banking environments
โข ๐ช Fluent in translating "stakeholder vision" into "developer specs"
If you are looking for someone with hybrid experience, someone who excels within multiple simultaneous roles and rapid development. Well, look no further.
Let's connect and build software that drives impact ๐
Charu K.
Tableau,PowerBi, Zoho, Alteryx, BI, Business intelligence, data expert
Mumbai, India
$18/hr$18 per hour5.0 (10) 16 jobs $5K+ total earnings
โญโญโญโญโญ 5.00 across 80+ Jobs
๐ฅ๐ข๐ณ๐ณ๐ถ๐ฐ๐ถ๐ฎ๐น ๐ง๐ฎ๐ฏ๐น๐ฒ๐ฎ๐ ๐๐ฒ๐ฟ๐๐ถ๐ณ๐ถ๐ฒ๐ฑ ๐๐ฒ๐๐ธ๐๐ผ๐ฝ ๐ฆ๐ฝ๐ฒ๐ฐ๐ถ๐ฎ๐น๐ถ๐๐ ๐ฎ๐ป๐ฑ ๐ฆ๐ฒ๐ฟ๐๐ฒ๐ฟ ๐๐ฟ๐ฐ๐ต๐ถ๐๐ฒ๐ฐ๐
๐ฅ๐ข๐ณ๐ณ๐ถ๐ฐ๐ถ๐ฎ๐น ๐๐ผ๐ผ๐ด๐น๐ฒ ๐๐ฒ๐ฟ๐๐ถ๐ณ๐ถ๐ฒ๐ฑ ๐๐ผ๐ผ๐ธ๐ฒ๐ฟ / ๐๐ผ๐ผ๐ธ๐ ๐ ๐๐ฒ๐
๐Top Rated Plus for 10 Years, 200+ clients, 12000+ hours worked
๐๐ฆ๐ผ๐บ๐ฒ ๐ต๐ฎ๐ฝ๐ฝ๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐ ๐ฆ๐๐ผ๐ฟ๐ถ๐ฒ๐
โจSiemplify hired me in 2020. I built every single BI infrastructure & report of theirs, till they got acquired by Google 3 years later and stayed with them 2 years since then
โจTeambuilder hired me in 2023. I built their Tableau infrastructure. They were happy and let me handle all BI builds even after they moved to Looker (And they are part of Google Startups too)
โจFor British American Tobacco (MAF Group), Started as freelance data engineer. Built a team of 15+ people single handedly building 100+ data pipelines
๐ข๐๐บ๐ถ๐ป๐ฒ๐ป๐ ๐๐น๐ถ๐ฒ๐ป๐๐ ๐ ๐ต๐ฎ๐๐ฒ ๐๐ผ๐ฟ๐ธ๐ฒ๐ฑ ๐๐ถ๐๐ต (๐๐๐๐ ๐๐ต๐ฒ ๐ฏ๐ฒ๐๐ ๐ผ๐ณ ๐๐ต๐ฒ๐บ)
ยป Google (Google Chronicle)
ยป Boston Consulting Group (BCG)
ยป British American Tobacco
ยป Teambuilder
ยป Hamptons (Emaar)
๐ก ๐ฅ๐ฒ๐ฎ๐น ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ ๐ฝ๐ฟ๐ผ๐ฏ๐น๐ฒ๐บ๐ ๐ ๐ต๐ฎ๐๐ฒ ๐๐ผ๐น๐๐ฒ๐ฑ
ยป Digital Marketing Dashboards integrating Google Ads, Facebook Ads, Reddit Ads data
ยป Tracking Cost, LTV, CLTV, ROAS, CAC, RoI for Digital Marketing Agencies and Companies
ยป eCommerce BI pipelines and dashboards integrating data from Shopify, Magento, Amazon API and various other eCommerce sources
ยป Web Analytics dashboards integrating Google Analytics, Adobe Analytics and Posthog
๐ก4 ๐ฅ๐ฒ๐ฎ๐๐ผ๐ป ๐๐ต๐ ๐๐ผ๐ ๐๐ถ๐น๐น ๐ป๐ผ๐ ๐ฟ๐ฒ๐ด๐ฟ๐ฒ๐ ๐ฐ๐ต๐ผ๐ผ๐๐ถ๐ป๐ด ๐บ๐ฒ
โ๏ธ 99% Client Success Ratio. My clients particularly love me because I stick through particularly during the hard days
โ๏ธ All Round expertise - Experience with wide variety of tools in Data Visualization, Data Engineering, Data Governance and Gen AI prepares me for complex all-rounder expertise
โ๏ธ 2 years - Average Client Retention time period since I started in Upwork
โ๏ธ Communication & Business Knowledge - I understand what the client wants even though it's a small technical work. And so I deliver what they want and what they need
๐ ๏ธ๐ ๐ ๐ง๐ฒ๐ฐ๐ต ๐ฆ๐๐ฎ๐ฐ๐ธ
๐ฟ๐๐ฉ๐ ๐๐๐จ๐ช๐๐ก๐๐ฏ๐๐ฉ๐๐ค๐ฃ ๐๐ค๐ค๐ก๐จ
โ๏ธ Tableau Desktop
โ๏ธ Tableau Server
โ๏ธ Looker
โ๏ธ LookML
โ๏ธ Looker Studio
โ๏ธ Metabase
โ๏ธ Qlik
โ๏ธ Domo
๐ฟ๐๐ฉ๐ ๐๐ฃ๐๐๐ฃ๐๐๐ง / ๐ฟ๐๐ฉ๐ ๐๐๐ง๐๐๐ค๐ช๐จ๐
โ๏ธ Google Bigquery (Google Certified Professional Data Engineer)
โ๏ธ Snowflake
โ๏ธ Postgres
โ๏ธ Azure Data Lakehouse
โ๏ธ Microsoft SQL Server
โ๏ธ Amazon Redshift
โ๏ธ MongoDB
โ๏ธ Python
๐ฟ๐๐ฉ๐ ๐๐ค๐ช๐ง๐๐๐จ (๐ผ๐๐ฆ๐ช๐๐จ๐๐ฉ๐๐ค๐ฃ)
โ๏ธ Google Analytics (UA, GA4)
โ๏ธ Adobe Analytics
โ๏ธ Shopify
โ๏ธ Magento
โ๏ธ Amazon eCommerce
โ๏ธ Qualtrics
โ๏ธ IMS Claims
โ๏ธ Google Ads
โ๏ธ Facebook & Instagram Ads
โ๏ธ Reddit Ads
โ๏ธ Salesforce CRM
โ๏ธ Pipedrive CRM
โ๏ธ Go High Level CRM
๐๐๐๐๐ผ๐บ ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐ ๐ ๐ผ๐ณ๐ณ๐ฒ๐ฟ
โ๏ธ Tableau Desktop Report Creation
โ๏ธ Tableau Server Administration
โ๏ธ Tableau Server Installation
โ๏ธ Tableau Server Upgrade
โ๏ธ Tableau Server backup automation
โ๏ธ Tableau Server Automated Metadata extraction
โ๏ธ Power BI to Tableau Migration
โ๏ธ Excel or Google Sheets to Tableau Migration
โ๏ธ Tableau Prep Flow creation
โ๏ธ Tableau Pulse
โ๏ธ Tableau to Power BI Migration
โ๏ธ IBM Cognos to Power BI Migration
โ๏ธ Tableau to Metabase Migration
โ๏ธ Tableau to Apache Superset Migration
โ๏ธ Tableau Rest API
โ๏ธ Performance Optimization
โ๏ธ LookML Data Modeling and Semantic Layer Development
โ๏ธ Looker Implementation, Setup, and Data Source Integration
โ๏ธ Embedded Analytics and Looker API Integration
โ๏ธ Looker Performance Optimization and Health Checks
โ๏ธ LookML Git Setup
โ๏ธ Rapid Metabase Deployment & Setup
โ๏ธ Metabase User Enablement & Self-Service Training
โ๏ธ Metabase/SQL Optimization & Caching
โ๏ธ Data Modeling & Metadata Governance
๐๐๐ถ๐ป๐ฑ ๐๐ผ๐ฟ๐ฑ๐ ๐ณ๐ฟ๐ผ๐บ ๐บ๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐
"Charu's understanding of end client business requirements and converting that to deliverable is quite strong."
"Very well done job! Charu proved to have excellent skills and an ability to find solutions"
"Charu went beyond my expectations in everything he did with regard to Tableau and BigQuery Integration."
Jenil R.
Global Lead Recruiter | Sourcer | LinkedIn | Appointment Setter
Mumbai, India
$9/hr$9 per hour5.0 (4) 8 jobs $500+ total earnings
Your sales are declining. Your competitors are growing. And you don't know why.
I'm a market and consumer research professional with 8 years of experience and I help businesses find the answers hiding in their data, their market and their customers. Think less consultant, more detective.
Whether you need to understand a new market, decode your competition, or figure out what your customers actually want, I combine secondary research, in-depth interviews, and focus groups to give you insights you can act on.
What I offer:
โ๏ธ Market research & competitor analysis
โ๏ธ Survey design & analysis
โ๏ธ Focus group discussions & in-depth interviews
โ๏ธ Research report writing, both primary & secondary
โ๏ธ Qualitative analysis - Thematic, content-based, narrative analysis.
โ๏ธ Software worked on: Nvivo, Qualtrics, DScout
So, to make your next marketing campaign a success, click that green button and letโs get started.
How it works
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Emerald Tiger
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Verified
Kinetic Investments
โOur very specific requirements can be a challengeโWith Upwork, weโre able to access a bigger community to ensure the success of our projects.โ
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