Meghna Batra
Halifax,Canada
Summary
Dynamic and detail-oriented professional with extensive experience in data analysis and interpretation, adept at delivering actionable insights that drive process improvements aligned with business objectives. Recognized for a collaborative approach that fosters teamwork to achieve results while effectively adapting to evolving needs. Proficient in data visualization, and project management, bringing a strong analytical mindset to tackle complex challenges. Committed to leveraging data-driven strategies to enhance organizational performance and support informed decision-making.
Overview
16
16
years of professional experience
1
1
Certification
1
1
Certification
Work History
Analyst, Business Transformation and Strategy
RBC Royal Bank
07.2025 - Current
- Collaborated with cross-functional teams to streamline processes and improve service delivery.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Streamlined reporting procedures by creating user-friendly dashboards for easy access to key performance indicators.
- Reduced errors in data entry, instituting rigorous quality control checks.
- Gathered, organized and input information into digital database.
Data Analyst, Lineage and Controls
Royal Bank of Canada
02.2022 - Current
- Identify and map the data sources, transformations, storage, and access points across the data lifecycle.
- Collaborate with data owners, stewards, engineers, and other stakeholders to ensure alignment and compliance with data governance policies and standards.
- Engaging with technology teams and upstream business partners to complete the lineage documentation as per the reporting standards and regulatory requirements.
- Received multiple recognitions for delivering complex packages to stakeholders.
Financial Advisor, Personal and Commercial Banking
Royal Bank of Canada
04.2016 - 01.2022
- Acted as a single Point of Contact between RBC and its clients (Individuals and Small Business) to offer them the best solution for their financial needs.
- Assisted the clients in creating and managing a financial plan focusing on their cash flow, savings, debt, investments, insurance and estate planning thereby helping them secure their financial future.
- Interviewed prospective clients and analyzed their profiles to determine if the expected transactions were in line as per AML and KYC guidelines.
- Developed content for and led multiple knowledge sharing sessions focusing on new product launches, issues like impact of rate hikes on Variable rate mortgages and new CRM tool launch at branch level.
- Developed customized financial plans based on client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
Senior Personal Banking Officer, Personal Banking
Scotiabank
04.2010 - 03.2016
- Delivered excellent customer service by offering a full range of customized financial solutions to new as well as existing Branch clients.
- Cultivated and maintained relationships with mortgage specialists, investment partners to make the most of business opportunities and referrals.
- Mentored new Personal Banking Interns and Financial Advisors.
- Handpicked by RVP to be the Multi-Cultural Rep for the region and assisted various branches reach out to Newcomers to Canada.
Education
M.B.A - Marketing & Finance
Saint Mary’s University
Halifax04.2010
Skills
- Financial advisory proficiency
- Technical – MS Office Suite, Agile, JIRA, Confluence
- Organizational – Stakeholder Management, Communication, Training and Development
- Documentation and reporting
- Data research and validation
- Process improvements
- Report preparation
- Process enhancement
- Research and analysis
LANGUAGES
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Elementary
Certification
- Certified Scrum Master
Interests
- Regularly practice mindfulness and meditation for overall wellness
Timeline
Analyst, Business Transformation and Strategy
RBC Royal Bank
07.2025 - Current
Data Analyst, Lineage and Controls
Royal Bank of Canada
02.2022 - Current
Financial Advisor, Personal and Commercial Banking
Royal Bank of Canada
04.2016 - 01.2022
Senior Personal Banking Officer, Personal Banking
Scotiabank
04.2010 - 03.2016
M.B.A - Marketing & Finance
Saint Mary’s University