Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Mansi Pruthi

Ontario

Summary

Dynamic and adaptable Business Analyst with 10 years of experience driving impactful business transformation programs, leading successful automation projects, and realizing substantial cost savings and efficiency enhancements. Skilled in Business Requirements Gathering, Data Source Evaluation, Requirement Translation into Specifications, and Application Design. Expert at identifying process improvement opportunities and collaborating seamlessly with stakeholders and IT teams across Banking, Finance, and Insurance domains.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Lead Business Analyst

American Express
09.2017 - 05.2022
  • Led and developed the process of gathering business requirements from 25 different stakeholders across 10 different businesses including technology and compliance for 115 automation controls for Global Regulatory and Procedural Adherence (GRPA) process.
  • Wrote and refined user acceptance testing (UATs) and Post Implementation Testing for 115 controls and ensured that the system and the business's vision are in alignment.
  • Engaged and collaborated with 10 different business units like Payment Research & accounting, Global Payment Services, Credit cards, Card Member Maintenance Inquiries, Financial Relief Program, Credit Balance Refund, Anti Money Laundering (AML) and Know Your Customer (KYC) on process issues ensuring clear expectations and fluid communication
  • Planned and executed JAD sessions with management, SMEs, technical team, users, and other stakeholders to shorten the project delivery timeline.
  • Reduced 25% of the cost by using automation control to improve the efficiency of production workflow procedures.
  • Created dashboard using Microsoft Suite and Tableau. Presented the findings to the stakeholders and advised the areas of process improvement.
  • Tracked successful resolution of more than 100 controls and documented bugs/issues within an acceptable time frame.
  • Proficient in the Software Development Life Cycle (SDLC) and its documentation, which includes the Business Requirement Document (BRD), Use Cases, Process Flow Diagrams, Data Flow Diagrams, Business Rules
  • Successfully trained over 80 employees globally for UATs across different business units.

Senior Reconciliation Analyst

EXL Services
09.2014 - 09.2017
  • Led a US Health Insurance project for Aetna, ensuring all aspects met stringent quality and performance standards.
  • Conducted detailed reconciliations for 250+ health accounts, verifying that all transactions in the bank reconciliation were accurately supported by payment methods, electronic banking files, and the clients' financial systems of record.
  • · Maintained the quality and accuracy of key deliverables, ensuring they met Service Level Agreements (SLAs).
  • Utilized strong analytical skills to collect, organize, analyze, and disseminate large volumes of information with meticulous attention to detail and accuracy.
  • Prepared and presented detailed reconciliation reports to management, highlighting trends, issues, and recommendations for improvement.
  • Lead process improvement initiatives to enhance reconciliation efficiency and reduce errors, resulting in a 20% improvement in accuracy.

Front Desk Officer

Axis Bank Limited
04.2013 - 08.2014
  • Managed daily branch operations, addressing customer inquiries and assisting walk-in clients with their needs.
  • Executed a range of financial transactions, including deposits, withdrawals, Interac transfers, LVTS, ECS, GICs, and Clearing House Automated Payments System, as well as handling checking and savings accounts.
  • Assessed and identified customer needs to offer tailored solutions, ensuring discretion with sensitive information.
  • Assisted customer in opening new accounts, resulting in a 15% increase in new customer acquisitions.
  • Managed documentation, maintained accurate records, and ensured all transactions are conducted in a secure and confidential manner.
  • Contributed to achieving branch targets by recognizing and pursuing straightforward sales opportunities.

Education

MBA - Finance And Human Resources

Institute of Management And Technology
06-2016

Post Graduate Diploma - Finance, Banking And Insurance

Institute of Finance, Banking And Insurance
01-2013

Bachelor Of Commerce -

Delhi University
05-2012

Skills

  • Requirements Gathering
  • Data Analysis
  • Gap Analysis
  • Power Bi
  • Tableau
  • Waterfall and Agile Methodology
  • User Acceptance Testing (UAT)
  • Business strategy and Planning
  • Jira and Confluence
  • Stakeholder Management
  • Software Development Lifecycle process (SDLC)
  • Business process improvement
  • Project Management
  • Change Management

Certification

LinkedIn Certifications

  • Salesforce essential Training
  • Cert Prep Scrum Master
  • Strategic Business Analysis Essentials
  • Business Analysis Techniques for Business Transformation
  • Business Analysis for Project Managers
  • Excel Business Intelligence: Power Pivot, DAX and Data Modeling

Accomplishments

  • Recognized for outstanding performance and contribution to team success, demonstrating exceptional dedication and delivering consistent high-quality results.
  • Honored as the best team player for collaboration, communication, and fostering a positive, cooperative work environment.
  • Recognized for outstanding behavior and exemplary performance, consistently exceeding expectations and demonstrating a strong commitment to company values.

Timeline

Lead Business Analyst

American Express
09.2017 - 05.2022

Senior Reconciliation Analyst

EXL Services
09.2014 - 09.2017

Front Desk Officer

Axis Bank Limited
04.2013 - 08.2014

MBA - Finance And Human Resources

Institute of Management And Technology

Post Graduate Diploma - Finance, Banking And Insurance

Institute of Finance, Banking And Insurance

Bachelor Of Commerce -

Delhi University
Mansi Pruthi