I am a Business Analyst and Strategist with two years of experience in business operations, process improvement, financial services, and data analytics. I currently work at an AMFI-registered mutual fund distribution firm, where I support investor onboarding, transaction reconciliation, portfolio analysis, and operational reporting.
I specialize in translating ambiguous business requirements into practical systems, documented processes, dashboards, and repeatable workflows. My work includes requirements gathering, process mapping, SOP development, gap analysis, stakeholder management, and cross-functional collaboration.
I designed and deployed an internal operations dashboard using Google Apps Script, JavaScript, HTML, CSS, and Chart.js. The platform integrates six data sources, supports more than 500 client records and transactions, and reduced reporting and manual processing time from approximately four to five hours to around 20 minutes.
I have experience analyzing mutual fund and portfolio performance across multiple AMCs and fund categories using metrics such as CAGR, Sharpe ratio, beta, AUM, expense ratios, and maximum drawdown. I also developed standardized commission and TER tracking workflows and scoped a BSE Star MF API integration.
I hold an MBA in Business Analytics and a bachelor's degree in Economics, Psychology, and Statistics. My technical and analytical capabilities include advanced Excel, Google Apps Script, Google Sheets, business intelligence reporting, Power BI coursework, SQL in progress, and foundational Python and R coursework.
I am interested in opportunities where I can combine business analysis, process improvement, automation, financial analytics, and stakeholder-oriented problem solving to build scalable operational systems and support data-informed decisions.
