Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
Abhilasha Basera

Abhilasha Basera

Business Analyst | Fund Administration | Power BI & PMO
Pune

Summary

Results-driven fund administration and financial operations professional with over 6 years of experience ,now focusing on business analysis and project management. Expertise in Power BI (DAX, data modeling, performance tuning), SQL optimization, and process automation has led to a significant 60% reduction in manual effort through Box Reporting automation while achieving a reconciliation accuracy of 99.8% for institutional clients in multiple regions. Proven ability to enhance operational strategies through KPI tracking, stakeholder collaboration, and regulatory compliance. Seeking opportunities to leverage analytical skills in driving process improvements and strategic decision-making within dynamic organizations.

Overview

6
6
years of professional experience

Work History

Intermediate Fund Administrator

BNY
Pune
03.2019 - 09.2024
  • Gathered and analyzed business requirements, translating them into actionable user stories to develop efficient solutions, and enhance operational workflows.
  • Developed and automated Power BI dashboards with DAX, data modeling, and performance tuning, reducing manual reporting time by 40% and improving fund settlement tracking for institutional clients across the UK and EMEA.
  • Optimized SQL queries for high-volume cash flow reconciliation and trade settlement analysis, cutting discrepancies by 25%, and improving financial reporting for APAC and European markets.
  • Led UAT testing and defect management, ensuring 99.8% error-free deployments, reducing onboarding time by 25%, and improving system enhancements through stakeholder collaboration.
  • Spearheaded Box Reporting automation by integrating SQL with Power BI, enhancing reconciliation processes for initial, actual, and contract notes, leading to improved regulatory compliance.
  • Drove process automation initiatives using SQL, Power BI, and Alteryx, reducing manual effort by 60%, minimizing errors in fund reconciliations, and improving operational efficiency.
  • Worked with senior stakeholders and cross-functional teams to track KPIs, analyze fund performance, and improve risk assessment reporting, reducing reporting errors by 30%.

Key Projects and Contributions:

  • Power BI & Reporting Automation: Designed and implemented interactive Power BI dashboards with DAX and data modeling, automating reporting workflows, and reducing manual effort by 40%. Enhanced real-time financial insights for senior stakeholders, supporting data-driven decision-making.
  • Nexen System Integration: Led the automation of fund transfer reconciliations within the Nexen system, improving operational efficiency by 25% and reducing reporting delays for institutional clients across the UK and EMEA.
  • Regulatory Compliance Initiative (GDPR & MiFID II): Developed compliance monitoring dashboards in Power BI, standardizing regulatory reporting, and reducing compliance risks by 30%. Improved audit readiness and enhanced reporting accuracy for European financial markets.

Research Analyst

XDBS Private Limited
Pune
07.2016 - 11.2018
  • Analyzed a large volume of data to identify patterns, trends, and correlations.
  • Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
  • Supported senior management in making informed decisions by delivering timely and accurate research findings.
  • Created and maintained a database to store research data.
  • Delivered 40+ research reports with timely, accurate findings, supporting senior management in informed decision-making for key business initiatives.

Education

MBA - Finance

Bharti Vidyapeeth University, Pune
05-2016

BBA - Finance

Graphic Era University, Dehradun
05-2014

Skills

  • Business Analysis and Process Improvement: Requirements Gathering (BRD, FSD), Process Mapping (BPMN, DFD), UAT and Sanity Testing, Agile and Waterfall methodologies, Gap Analysis
  • Project Management and Stakeholder Collaboration: JIRA, Confluence, Cross-functional Workshops, Change Management, Process Documentation, and Training
  • Data Analysis & Reporting: Power BI (DAX, Power Query, Data Modelling), Tableau, SQL (Query Optimization, Joins, CTEs), Alteryx, Excel (VBA, Pivot Tables, Power Query)
  • Regulatory Compliance & Risk Management: GDPR, MiFID II, AML/KYC Compliance, Regulatory Reporting

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Intermediate Fund Administrator - BNY
03.2019 - 09.2024
Research Analyst - XDBS Private Limited
07.2016 - 11.2018
Bharti Vidyapeeth University - MBA, Finance
Graphic Era University - BBA, Finance
Abhilasha BaseraBusiness Analyst | Fund Administration | Power BI & PMO