Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Aarti Rathod

Trenton,NJ

Summary

Proficient project manager and business analyst with a strong focus on data visualization and stakeholder engagement. Known for driving impactful process improvements and ensuring alignment with organizational strategies.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Project Manager

Clark University
Worcester, USA
10.2022 - 12.2022
  • Led cross-functional teams to optimize university-wide administrative processes during an enterprise ERP transition.
  • Designed Power BI dashboards to visualize engagement metrics and operational KPIs, enabling data-driven decisions.
  • Conducted gap analyses and solution designs using Visio, aligning process improvements with organizational strategies.
  • Facilitated stakeholder meetings to track project milestones and resolve risks, ensuring adherence to timelines.
  • Delivered SLA reports and analytical dashboards using ServiceNow and Excel, meeting compliance and reporting needs.

Senior Business Analyst

Analog Devices Inc.
09.2020 - 07.2022
  • Led end-to-end requirements gathering and documentation for the phased migration of legacy ERP modules to D365 CE/F&O, supporting business-critical workflows in Sales, Finance, and Supply Chain.
  • Conducted stakeholder interviews and JAD sessions to elicit business rules, system expectations, and data dependencies, with a strong focus on high-volume financial operations and audit traceability.
  • Created comprehensive Business Requirement Documents (BRDs), user stories with acceptance criteria, and functional specifications covering legacy-to-modern system transitions, including dependencies, constraints, and edge cases.
  • Mapped legacy ERP structures to target D365 schemas for Customer, Vendor, and GL data; supported data profiling, cleansing, and migration validation using SQL-based reconciliation methods during dry runs and cutovers.
  • Supported the Product Management function by translating business needs into detailed Epics and Features within Azure DevOps; maintained traceability from requirements to deployment tasks.
  • Worked closely with development teams to clarify requirements, address change requests, and align on design trade-offs—ensuring timely handoffs and reducing rework during sprints.
  • Participated in sprint planning, backlog grooming, and reviews across multiple cross-functional teams, including Finance, SCM, and IT operations, to ensure solution readiness and stakeholder buy-in.
  • Partnered with developers and architects to define and test RESTful API integrations between D365-F&O and third-party systems, including documentation of input/output structures, data formats (JSON), and authentication protocols (OAuth 2.0).
  • Authored integration specs detailing payload elements such as Invoice_ID, Customer_Code, Tax_Amount, and Payment_Status, along with system response codes and error-handling logic to support migration from custom legacy platforms.
  • Managed the full lifecycle of business analysis for multiple system modernization projects, from feasibility assessment and scope definition to post-deployment validation.
  • Supported stakeholder management efforts by maintaining clear communication, managing expectations, and providing frequent progress updates through Confluence and stakeholder demos.
  • Developed As-Is and To-Be process models using BPMN standards in Visio and Lucidchart to support re-engineering initiatives and ensure smooth transition from legacy operations.
  • Defined field-level mappings, validation rules, and interface contracts in support of integrations and data transfers, particularly during migration of critical financial data.
  • Created and maintained traceability matrices mapping requirements to features, test cases, and QA results to ensure audit compliance and solution completeness.
  • Provided mentoring to junior BAs on Agile ceremonies, backlog hygiene, and hybrid delivery best practices using Azure DevOps and JIRA.

Senior Business Systems Analyst

Johnson & Johnson
03.2019 - 08.2020
  • Led requirements elicitation and documentation for migration of legacy financial and asset management systems to Dynamics 365 F&O, collaborating with Finance, Compliance, and Audit stakeholders.
  • Facilitated JAD workshops and stakeholder interviews to gather functional and non-functional requirements covering Fixed Assets, General Ledger, and Budgeting modules aligned to internal control automation and regulatory compliance.
  • Developed detailed Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), and As-Is/To-Be process maps to guide system modernization and support migration readiness.
  • Authored user stories and acceptance criteria in Azure DevOps, mapping requirements to test cases and transition tasks to ensure traceability across Agile and hybrid delivery cycles.
  • Designed and implemented risk and audit dashboards by integrating D365 F&O financial data with Azure Policy and SAP systems, enabling real-time visibility into compliance posture across asset classes.
  • Mapped regulatory audit controls including SOX and PCI-DSS requirements to D365 configuration elements; performed SQL-based data validation and compliance reporting to ensure data integrity during system migration.
  • Created transition guides and trained audit teams on dashboard functionality and interpretation of control metrics to support operational readiness post-migration.
  • Managed comprehensive requirement gathering efforts across Finance, IT, and Compliance functions to support system migration and upgrade initiatives.
  • Maintained robust requirements traceability matrices (RTMs) linking business needs to functional specs, user stories, test cases, and deployment activities, ensuring full SDLC traceability and audit readiness.
  • Modeled and optimized As-Is and To-Be business processes using Visio, driving continuous process improvements related to asset lifecycle and budget reconciliation.
  • Facilitated Agile ceremonies (sprint planning, reviews, retrospectives) and coordinated User Acceptance Testing (UAT) in Azure DevOps to capture and prioritize user feedback for iterative delivery.
  • Supported scope and business case validation for D365 enhancements and integrations with Salesforce Health Cloud, Oracle, and SAP legacy systems.
  • Provided post-implementation support including creation of training materials, issue triage workflows, and governance compliance reviews to ensure smooth transition and ongoing system stability.

Senior Business Analyst – Billing & Payment Transformation

Amdocs
03.2018 - 02.2019
  • Defined scope and led analysis of system requirements for integrating Dynamics 365 CE with external payment gateways (ACH, SWIFT, ISO 20022) across invoice generation, refund workflows, and reconciliation.
  • Produced detailed BRDs, API specification documents, and RTMs for each transaction type—defining payloads (JSON), headers, token authentication methods (OAuth 2.0), and response structures.
  • Facilitated UAT planning and execution with testers and business users, ensuring coverage of exception flows and financial cut-off logic for month-end cycles.
  • Conducted current state workflow assessments and led Lean Six Sigma workshops to optimize exception handling for billing dispute processes.
  • Mapped GL reconciliation flows and payment approval rules across D365 CE, telecom billing engines, and core banking systems, reducing manual errors and SLA breaches.
  • Developed Power BI dashboards for operational transparency and real-time visibility into dispute resolution metrics and payment timelines.
  • Conducted business process analysis, created functional and non-functional requirements documentation, and aligned system behavior with business goals.
  • Led configuration change documentation, user story creation, and test plan development in Azure DevOps and JIRA.
  • Managed process improvement initiatives using structured gap analysis and To-Be modeling for payment lifecycle flows.
  • Ensured compliance with financial regulations and PCI-DSS standards by integrating control checks into story definitions and QA protocols.
  • Supported system rollout and operational readiness by developing transition checklists, training artifacts, and support documentation.

Business System Analyst

Electronica Finance LTD
Pune, India
01.2015 - 02.2018
  • Led the integration of Yardi Voyager for fund accounting and investment management, reducing manual reconciliation efforts by 40%.
  • Developed custom APIs to connect Yardi with legacy loan origination systems, automating key financial workflows, including capital calls, NAV calculations, and investor distributions.
  • Enhanced reporting capabilities within Yardi through the creation of SQL-based automation scripts, streamlining delivery of fund KPIs like IRR, ROI, and expense ratios.
  • Directed the implementation of Microsoft Dynamics 365 F&O for streamlined loan disbursement and accounting workflows, improving reporting accuracy by 30%.
  • Managed data migration and system integration between Yardi Voyager and Dynamics 365 F&O, ensuring financial data consistency and reliability.
  • Created detailed process maps in Visio, highlighting workflow inefficiencies and designing optimized solutions.
  • Applied Lean Six Sigma principles to re-engineer underwriting workflows, reducing the order-to-cash cycle by 20%.
  • Identified and resolved bottlenecks in finance processes, enhancing operational throughput and stakeholder satisfaction.
  • Authored comprehensive BRDs and FSDs, ensuring alignment of technical solutions with business objectives.
  • Designed Tableau dashboards to provide real-time insights into fund metrics, including AUM growth, variance analysis, and investor inflows.
  • Built Power BI dashboards integrated with SQL to monitor delinquency rates, expense trends, and other key financial indicators.
  • Partnered with stakeholders to deliver actionable insights through data visualization, supporting strategic decision-making.
  • Developed SSRS reports in Yardi for investor statements, trial balances, and financial metrics, improving reporting accuracy and accessibility.
  • Automated data extraction and delivery processes, reducing manual effort and enabling faster access to financial insights.
  • Oversaw the equipment finance lifecycle, including origination, underwriting, servicing, and collections, ensuring compliance with regulatory standards.
  • Gathered and translated complex business requirements into functional specifications, guiding the development of tailored system solutions.
  • Configured and maintained financial systems, ensuring optimal performance and alignment with evolving business needs.
  • Facilitated Agile ceremonies, ensuring iterative delivery and close collaboration between business and technical teams using Jira and SharePoint.
  • Conducted user acceptance testing (UAT) and system integration testing (SIT) to validate solutions and maintain quality standards.

Business System Analyst

Maharashtra Tourism Development Corporation
Mumbai, India
01.2014 - 11.2014
  • Leveraged customer feedback data and CRM systems to identify pain points, leading to actionable insights that enhanced the overall guest experience and improved satisfaction scores by 15%.
  • Conducted in-depth research on industry trends, guest behavior, and competitor offerings, ensuring marketing strategies were aligned with market demand and customer preferences, enhancing business performance.
  • Collaborated with stakeholders across various departments to analyze existing business processes and propose actionable solutions to improve operational and financial performance within the hospitality industry.
  • Worked closely with internal teams and external vendors to assess and improve the effectiveness of hospitality technology systems (e.g., PMS, POS, CRM, OTAs, Channel Management Systems), ensuring alignment with business objectives and enhanced user experience.
  • Applied Agile and Scrum methodologies to manage multiple ongoing projects, ensuring timely delivery of system enhancements and business solutions while maintaining high stakeholder engagement.

Education

Master's - Business Analytics (STEM)

Clark University
Massachusetts, USA

Master's - Business Administration (MBA/ Sales & Marketing)

Welingkar Institute of Management
Mumbai, India

Bachelor’s - Commerce

Pune University
Pune, India

Skills

  • Project management
  • Requirements gathering
  • Business process modeling
  • Stakeholder management
  • Data visualization
  • Agile methodologies

Certification

  • Google Project Management Certificate, Demonstrates proficiency in Agile methodologies, project planning, and execution.
  • SAFe Agilist Certification, Demonstrates expertise in implementing SAFe principles, Lean-Agile practices, and leading enterprise Agile transformations to drive organizational success.

Timeline

Project Manager

Clark University
10.2022 - 12.2022

Senior Business Analyst

Analog Devices Inc.
09.2020 - 07.2022

Senior Business Systems Analyst

Johnson & Johnson
03.2019 - 08.2020

Senior Business Analyst – Billing & Payment Transformation

Amdocs
03.2018 - 02.2019

Business System Analyst

Electronica Finance LTD
01.2015 - 02.2018

Business System Analyst

Maharashtra Tourism Development Corporation
01.2014 - 11.2014

Master's - Business Analytics (STEM)

Clark University

Master's - Business Administration (MBA/ Sales & Marketing)

Welingkar Institute of Management

Bachelor’s - Commerce

Pune University

Similar Profiles

CREATE PROFILE