INDORE, IN  ·  22.71°N 75.85°E
Workflow Automation Associate — Task Source

Finance brain. Data toolkit. Business impact.

I connect tools, kill manual work, and turn scattered data into decisions — trained on a derivatives desk, sharpened on automation platforms.

Three case studies.
Real outcomes.

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01 / 03 2025 — LIVE

Reporting
Automation

7+ siloed data sources unified into one Python pipeline — Excel & SQL Server — cutting manual reporting time by 40% across three teams.

reporting.ops · daily LIVE
Time saved40%
Sources07+
Teams03
PythonExcel · VBASQL ServerMISETL
02 / 03 2025

Algo Trading
Platform

Full-stack F&O system — live Greeks, PCR & Max Pain heatmaps, backtesting engine, paper & real execution via Fyers API.

NIFTY · 23500 · 27-MAR NSE F&O
ΔIVOISTRIKEOIIVΔ
0.7213.241k2330012k14.1-0.28
0.5412.868k2340054k13.6-0.46
0.3612.529k2350072k13.2-0.64
0.1912.914k2360038k13.8-0.81
PCR1.24
MAX PAIN23400
VEGA+8.2
THETA-3.6
PythonFastAPIReactFyers APIBlack-Scholes
03 / 03 2023 — 2024

MIS Trading
Framework

VBA-powered Excel framework for the Swastika Investmart desk — daily P&L, trade log, drawdown & Sharpe, replacing a manual pack.

Module1 · Swastika_MIS.xlsm VBA
Sub RefreshDailyPnL()
  Dim ws As Worksheet, r As Long
  Set ws = ThisWorkbook.Sheets("Trades")
  For r = 2 To ws.Cells(Rows.Count, 1).End(xlUp).Row
    ws.Cells(r, 7) = ws.Cells(r, 5) * ws.Cells(r, 6) ' net P&L
  Next r
  ComputeDrawdown
  ComputeSharpe 0.065
End Sub
P&L+₹ 1,24,880
MDD-4.2%
Sharpe1.48
ExcelVBANISM-VIIIDerivativesRisk

Trained on trades.
Built for systems.

I started on the derivatives desk at Swastika Investmart — real orders, real risk, real reporting pressure. That made finance feel concrete, not academic.

Today I'm a Workflow Automation Associate at Task Source. I design end-to-end automations using Make.com, N8N, Zapier, and Power Automate, and I write Python + VBA when the no-code tools hit their ceiling. NISM-VIII certified. MBA in Finance (DAVV, in progress).

Base Indore, IN · IST Mode Remote or hybrid Status Open to opportunities
// STACK

The toolkit.

Automation

  • Make.com
  • N8N
  • Zapier
  • Power Automate

Data & BI

  • Power BI
  • SQL Server
  • Excel · VBA
  • MIS Reporting

Code & AI

  • Python
  • Claude / GPT-4
  • Cursor
  • FastAPI

Finance

  • Equity Derivatives
  • Financial Modeling
  • Risk Analysis
  • NISM-Series-VIII
// EXPERIENCE

Three roles.
One throughline.

  1. MAR 2026 — NOW

    Workflow Automation Associate Current

    Task Source · Indore

    Design and deploy end-to-end automations across ops, sales and tech. AI-integrated pipelines (Claude, GPT-4). Python + VBA where needed.

  2. NOV 2024 — FEB 2026

    Junior Data Analyst

    Task Source · Indore

    Unified 7+ data sources via Python into Excel + SQL Server. Cut manual reporting by 40%. Standardised MIS across 3 teams.

  3. JUN 2023 — OCT 2024

    Dealer Executive

    Swastika Investmart · Indore

    Executed equity & derivatives orders on NSE/BSE with real-time risk. Built the desk's MIS pack in Excel/VBA. NISM-VIII certified.

// EDUCATION

Finance, formally.

  1. AUG 2025 — SEP 2027

    Master of Business Administration In progress

    Devi Ahilya Vishwavidyalaya (DAVV) · Indore

    Specialisation in Finance.

  2. JUL 2021 — NOV 2024

    Bachelor of Business Administration

    Devi Ahilya Vishwavidyalaya (DAVV) · Indore

    Specialisation in Finance.

// CERTIFICATIONS

Credentials.

NISM

Series-VIII · Equity Derivatives

Microsoft

Business Analysis Fundamentals

Microsoft

Data for Business Analysts — Excel

Microsoft

Business Process Modeling — Visio

Let's build
something that ships.

Full-time roles, freelance automation, or a messy workflow you'd like untangled.