cryst-finance-ops

Operational strategy and analytics workflows from my role at Cryst finance — includes dashboards, SOPs, and SQL insights.

Finance Strategy & Operations – Cryst finance (2016–2019)

Demonstrates my role at Cryst finance, a private finance company providing Gold, Business, and Home loans, as well as Travel and Money Transfer services. Includes dashboards, SOPs, SQL insights, and process documentation.

🧰 Tools & Skills

• Excel & Power BI – Customer portfolio, risk tracking, repayment forecasts
• SQL – Payment behavior and loan performance analysis
• Word – SOPs for loan processing, travel services, and compliance
• PowerPoint – Monthly performance and audit presentations

📊 Key Contributions

• Built a gold loan portfolio tracking dashboard to monitor NPA trends
• Analyzed repayment patterns to identify high-risk clients via SQL insights
• Introduced SOPs to standardize loan, travel, and remittance processes
• Supported compliance and audit workflows with monthly reporting
• Streamlined onboarding and travel logistics using checklists and templates

📂 Repository Structure

📁 dashboards/

• gold-loan-portfolio.xlsx
• home-business-loan-dashboard.xlsx

📁 sql-queries/

• repayment_trend_analysis.sql
• loan_risk_scoring.sql

📁 workflows/

• loan_processing_sop.docx
• travel_service_sop.docx
• money_transfer_sop.docx

📁 reports/

• monthly-finance-performance-report.docx
• compliance-audit-summary.pptx

⚠️ All files are anonymized or simulated for demonstration only.