KARTHIK RAJAGOPAL
Jacksonville
Summary
Senior Business analysis professional with proven track record of delivering impactful solutions for complex projects. Known for strong analytical skills and ability to translate business needs into technical requirements. Collaborative team player focused on achieving results and adapting to changing project dynamics.
Overview
8
8
years of professional experience
Work History
Senior Business Analyst
Freshworks Inc.
04.2023 - Current
- Lead all of the Intake/Idea meetings with Business Finance and Operations teams and creates detailed business requirements document for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
- Facilitated requirement gathering workshops, resulting in clear project objectives and deliverables.
- Understand Business and User needs and help translate technical concepts to business stakeholders and business information to IT team.
- Created detailed user stories for system enhancements, leading to improved functionality and user satisfaction.
- Improved project efficiency by analyzing business processes and identifying areas for improvement.
- Work closely with technical teams to translate business requirements into functional specifications, user stories, and system designs, ensuring alignment with industry standards and regulatory compliance.
- Managed stakeholder expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives.
- Validate test cases (UAT/SIT) to ensure that scripts will evaluate the business function being performed.
- Provide training/walkthrough sessions to different teams on the product and scope to ensure stakeholder alignment.
- Collaborated with cross-functional teams, ensuring a cohesive approach to business analysis.
- Ranked as “Top Performer” by Business Desk leadership for consistently leading process improvements that enhance efficiency.
Business Analyst
Freshworks Inc.
02.2021 - 03.2023
- Supported software development projects by defining clear requirements and effectively communicating them to technical teams.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Interacted with internal teams to understand business needs and translate into requirements and project scope.
- Worked with User Experience / Design resources to help visualize requirements into prototype
- Understands and applies principles in issue tracking and change management
- Optimized workflow processes to enhance overall productivity and achieve operational excellence.
- Collaborate with Finance and IT team members to develop project schedules, reports and documentation
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Awarded “Collaboration Champion” award as part of Go-to-Market Awards in Q1 2023 Awards
Analyst
Mergad Advisory Services Private Limited
06.2019 - 04.2020
- Collaborate with financial analysts to review Financial model initiation/migration, earnings update and request.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Provide solution walkthrough sessions for the development and the testing team.
- Improved financial forecasting, meticulously analyzing past and current financial data.
- Foresee the possible risks and provide mitigation, contingency plan using Market Research tracker.
- Analyze the trend, provide suggestions for the Improvement based on business review output.
- Actively involved in fortnightly governance discussion with various client for smooth progression.
- Present Quarterly Business Review to Internal and external stake holders
Intern
Centrum Capital Limited
10.2018 - 06.2019
- Gained knowledge of company financial policies, protocols and processes.
- Liaise with the Finance team to understand the Business requirements and processes
- Streamlined operations and prioritized tasks, allowing senior leadership to increase deal closure revenue by 25%
- Managed and tracked approximately 50 metrics per day to effectively understand process flow for development of financial modeling systems
- Collaborated with Financial Analyst team for requirement gathering, conducting demos and handle pilots
- Ensure the requirements are properly reflected in the financial models and research platform to deliver the output with accuracy
- Collaborated with multiple stakeholders to share project updates, improvement and other risk mitigation techniques
Management Trainee
CRISIL (S&P Global)
05.2017 - 06.2018
- Part of CRISIL GR&A (Global Research & Analytics) - S&P Global.
- Liaise with the Equity research team of analysts to understand the Business requirements and processes.
- Collaborate to understand equity research metrics and data flow to help document existing process and the changes expected.
- Assisted supervisors in setting clear goals, establishing priorities, and monitoring progress to ensure successful completion of tasks.
- Managed approximately 30 incoming calls, emails and faxes from different analysts to collate required information for model building.
- Helped engineer “SMART” division – SMART is a financial research platform driven by automation that empowers equity research analysts to emulate certain tasks and optimize decision making.
- Worked on sanity testing, documentation, reporting and other tasks focused on project scoping and implementation.
Education
Post Graduate Program - Data Science and Business Analytics
University of Texas At Austin
Austin, Texas01.2022
Master of Business Administration - Finance, General
IFMR Global School of Business
India04.2017
Bachelor of Engineering - Electronics and Communication
Anna University
India05.2013
Skills
- Requirements gathering
- Business Requirements Analysis
- User Story Development
- Process Optimization
- Business process mapping
- Technical Requirements Analysis
- Stakeholder management
- Strategic Solution Architecture
- User Acceptance Testing
- System Integration Testing
- Organizational Change Management
- Confluence, JIRA
- Subscriptions Management and Collections
- CPQ, Salesforce CRM
- SQL proficiency
- Python
Timeline
Senior Business Analyst
Freshworks Inc.
04.2023 - Current
Business Analyst
Freshworks Inc.
02.2021 - 03.2023
Analyst
Mergad Advisory Services Private Limited
06.2019 - 04.2020
Intern
Centrum Capital Limited
10.2018 - 06.2019
Management Trainee
CRISIL (S&P Global)
05.2017 - 06.2018
Post Graduate Program - Data Science and Business Analytics
University of Texas At Austin
Master of Business Administration - Finance, General
IFMR Global School of Business
Bachelor of Engineering - Electronics and Communication
Anna University
Similar Profiles
Nivetitha SureshNivetitha Suresh
Senior Account Executive - Core Outbound USA at Freshworks Inc.Senior Account Executive - Core Outbound USA at Freshworks Inc.
Divya GiriDivya Giri
Account Manager | Mid-Market North America at Freshworks Inc.Account Manager | Mid-Market North America at Freshworks Inc.
Rahul GaikwadRahul Gaikwad
Senior Business Development Executive at Freshworks Inc.Senior Business Development Executive at Freshworks Inc.