Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Kaartikay Dixit

Kaartikay Dixit

Bangalore,KA

Summary

  • 12 years of experience as a Lead Business Analyst across banking and financial services domains.
  • Demonstrated leadership in managing cross-functional teams, mentoring analysts, and enhancing team performance.
  • Strong technical expertise in Agile, Scrum, SDLC, STLC, ETL, SQL, Collibra, and Spotfire.
  • Extensive experience in stakeholder management, requirement gathering, and strategic planning.
  • Proficient in project management tools and methodologies including JIRA, Waterfall, and Kanban.
  • Key responsibilities performed like business solutioning, analyzing data, identifying new CDEs, GL reconciliation, implementation of ERM program strategies, analyzing DQ checks, data governance principles implementation, writing BRD, FSD, creating epics, stories, coordination with business, development and testing team on successful implementation of requirements, execution and delivery to production environment.
  • Successfully led client-facing roles with onsite experience in the Middle East for more than 4 years in digital transformation projects.
  • Collaborated with stakeholders, development and testing team for the best outcome of the product as a business analyst.
  • Played a key role in product backlog creation, sprint planning, and release management. Involved in training and mentoring team members to align with project goals and delivery timelines.

Overview

12
12
years of professional experience
5
5
Certification

Work History

Team Lead Business Analyst

Goldman Sachs (Apexon)
04.2025 - Current
  • As a BA working in GS Mosaic (Money market funds trading platform) performed gap analysis between existing processes and desired state, identifying areas for enhancement for the platform.
  • Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures using confluence and Jira tool.
  • Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
  • Working as a Scrum master for one of the function to make sure sprint runs smoothly.


Data Governance Analyst

Expedia Group (Apexon)
08.2024 - 03.2025
  • Created entire project’s Jira board and successfully played a project scrum master role.
  • Sending weekly and monthly reports to stakeholders.
  • Prepared Miro flow diagrams for multiple data flows.
  • Created various Collibra DQ jobs and performed data quality checks by creating rules and alerts.

Associate Vice President

Wells Fargo
04.2024 - 07.2024
  • Leading comprehensive human resource business requirements analysis and overseeing data quality check in the process.
  • Implementing robust business analysis framework and ensuring adherence to quality standards through regular audits.
  • Facilitating effective collaboration with stakeholders to gather and document data requirements, ensuring alignment with business objectives.

Business Analyst Manager

State Street
01.2022 - 03.2024
  • Analyzing all financial products lineage from source to downstream consuming tables with 3 stages of transformation (ETL process).
  • Managing product backlog, sprint planning, and gap analysis in an agile environment.
  • Coordinating with business stakeholders to ensure clear requirement documentation and effective communication with the development team.
  • Preparing product backlog, sprint backlog, epics, stories for development.
  • Verifying RDR beginning/ending balance with GL beginning/ending balance, adjusting recon difference to GL, verifying each product variance, inclusion, exclusion, modification of each unmatched trade.
  • Performing RDR and RAI (Risk Analytics Infrastructure) recon to calculate loss given default (LGD) for each data provider with GL.

Team Lead Business Analyst

State Street
05.2019 - 12.2021


  • Successfully planned and delivered BTP (Billing Transformation Program) project as a Module Product Owner.
  • Ensured high-quality data sourcing by identifying critical data elements and creating automated rules.
  • Managed client reporting setups in compliance with regulatory requirements.
  • As a Business Analyst to define project scope, provide enhancement requirements, and verify deliverables.
  • Prepared BRD and FSD for flight-1 go live of the project, trained and managed a team.
  • Adapting to roles as both team lead, and individual contributor based on project needs.
  • Collaborated with other business units to deliver end-to-end requirement-based solutions and post-implementation support.
  • Creation of txn rules, automated billable items, NAV, FX, non-FX MCH transaction in BADGer and ORMB application.
  • SME of CBS (Corporate Billing System) application for all fee schedule, funds, products, process data, invoicing related queries for European clients.

Associate Team Lead

Gulf International Bank (Maveric-Systems)
01.2016 - 04.2019
  • Defined end to end requirements for 1st time in middle east digital customer on-boarding process.
  • Prepared BRDs and FSDs for projects by conducting multiple collaboration with business and stakeholders on the Meem retail banking application for the bank at the client location.
  • Collaborated with scrum teams to implement client requirements and resolve techno-functional issues related to domain like payments, Swift transfers, Gomelto, CRM, ATM, POS, Cards, loans, deposits.
  • Managed upstream data analysis and finalized scope and risk identification for projects.
  • Daily, weekly Reporting to stakeholders and senior management.

Senior Test Engineer

Citi Bank (Maveric Systems)
07.2013 - 12.2015
  • Converted Business Requirements Documents (BRD) to Functional Specifications (FSD).
  • Created test scenarios and test cases from the requirements.
  • Worked in waterfall model and performed SIT, UAT and Regression for the Citi Bank in house banking application.
  • Validated functional requirements and managed release processes.

Education

B. Tech - Electronics And Communications Engineering

GRD IMT
Dehradun, Uttarakhand
11-2012

Skills

  • Certified Scrum Master

  • Certified Product Owner

  • Requirement Gathering

  • Business Analysis

  • Data Analysis

  • BRD/FSD

  • Data Quality

  • SQL

  • Scrum

  • Jira/Confluence

  • Retail and Corporate Banking

  • Writing User Stories

Accomplishments

  • Data Steward by Collibra
  • AFRM (Applied Finance Risk Management from IIM)
  • PMP (Project Management Program from IIM)
  • CSM and CSPO from Scrum Alliance
  • SQL and Power BI

Certification

  • Certified Scrum Product Owner, Scrum Alliance - 12/2022
  • Certified Scrum Master, Scrum Alliance - 04/2023
  • Certified in AFRM, IIM - 12/2022
  • Certified PMP, IIM - 05/2023
  • SQL, Skill Nation - 02/2023
  • Generative AI Business Transformation, SkillSoft - 08/2024
  • Certified Data Steward, Collibra - 01/2025

Timeline

Team Lead Business Analyst

Goldman Sachs (Apexon)
04.2025 - Current

Data Governance Analyst

Expedia Group (Apexon)
08.2024 - 03.2025

Associate Vice President

Wells Fargo
04.2024 - 07.2024

Business Analyst Manager

State Street
01.2022 - 03.2024

Team Lead Business Analyst

State Street
05.2019 - 12.2021

Associate Team Lead

Gulf International Bank (Maveric-Systems)
01.2016 - 04.2019

Senior Test Engineer

Citi Bank (Maveric Systems)
07.2013 - 12.2015

B. Tech - Electronics And Communications Engineering

GRD IMT

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