Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Akshat Bhagat

Harrison,US

Summary

Business Analyst with 4 years of experience in financial services and IIBA ECBA certification. Proficient in SQL for data querying, and skilled in Tableau and Power BI for creating impactful dashboards. Demonstrated success in translating complex business needs into actionable requirements, enhancing operational efficiency and driving growth through strategic process improvements. Strong analytical skills complemented by effective communication with stakeholders at all levels.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Business Analyst

Goldman Sachs
NJ, US
09.2023 - Current
  • Monitored daily financial transactions and conducted ledger reconciliations using SQL and Excel, reducing discrepancies by 30% and ensuring accurate cash position reporting for treasury operations.
  • Executed process automation initiatives using Alteryx and Python to streamline ACH and fund transfer workflows, cutting manual processing time by 40%.
  • Assessed the internal workflow management application architecture to enable adherence with bank’s cloud computing requirements, security protocols, and email/subdomain communication standards to ensure compliance with bank application governance requirements.
  • Enhanced financial analysis by automating data collection, leading to a 35% reduction in costs and a more efficient process that eliminated 6 manual steps in data cleansing.
  • Developed and implemented solutions for internal investigations, enhancing the accuracy of user stories and acceptance criteria, which contributed to a 15% increase in sprint success rates within 3 months.
  • Designed interactive Tableau dashboards utilizing pivot tables for KPI tracking, enhancing decision-making capacity and improving financial performance visibility by 28%.
  • Partnered with compliance and product teams to investigate anomalies in money movement patterns, leading to early detection of liquidity gaps and ensuring uninterrupted operational funding.

Business Analyst

Global FinCorp Group
, India
01.2020 - 08.2022
  • Developed ECM application requirements, including functional, security, integration, performance, quality, and operations requirements, utilizing MS Visio/wireframe to illustrate data workflow/routing processes to support the SDLC.
  • Designed and implemented interactive Power BI dashboards for key stakeholders, leveraging data and metrics to achieve a 22% rise in utilization, and significantly improve decision-making processes.
  • Utilized Jira to create and maintain the Product Backlog Inventory to document application features, functionality, and project artifacts to manage the development and production release schedule.
  • Utilized Salesforce as a business analyst to streamline processes and drive actionable insights, fostering enhanced operational efficiency and informed decision-making.
  • Planned, developed, and facilitated requirements gathering work stream meetings utilizing business analysis best practices, SDLC methodologies, and including joint application design (JAD) sessions.
  • Created advanced Excel models using VBA and pivot tables, improving data analysis efficiency by 25%, and accelerating decision-making.
  • Contributed insights and support during User Acceptance Testing (UAT) to ensure product quality.

Education

Masters - Information Systems

New Jersey Institute of Technology
Newark, US
05.2024

Bachelor - Computer Engineering

University of Mumbai
Mumbai, India
05.2021

Skills

  • Programming languages: Python, SQL, and R
  • Project methodologies: Agile, Scrum, and Kanban
  • BI tools: Tableau, Power BI, and Alteryx
  • AI skills: prompt engineering, LLMs, AI agent
  • Analysis: SWOT, GAP, and financial analysis
  • Databases: MySQL, SQL Server, MongoDB, Oracle
  • Tools: Jira, Confluence, MS Visio, MS Suite
  • CRM: Salesforce

Certification

  • AWS certified Solutions Architect
  • IIBA certified ECBA

Timeline

Business Analyst

Goldman Sachs
09.2023 - Current

Business Analyst

Global FinCorp Group
01.2020 - 08.2022

Masters - Information Systems

New Jersey Institute of Technology

Bachelor - Computer Engineering

University of Mumbai

Similar Profiles

CREATE PROFILE