KRISHNA YAGNAVAJJULA
SENIOR BUSINESS ANALYST
Summary
Results-driven Senior Business Analyst with 8+ years of experience delivering end-to-end business analysis for enterprise FinTech and Wealth Management clients including Invesco and LPL Financial. Proven track record of accelerating sprint velocity by up to 45%, achieving zero critical defects across consecutive production releases, and translating complex financial regulations into sprint-ready requirements. CSPO-certified expert in Agile/Scrum delivery, stakeholder facilitation, SQL-driven data validation, and UAT coordination across web and mobile platforms.
Overview
2
2
Certifications
13
13
years of professional experience
Work History
Financial Consultant
Independent Financial Planner
08.2025 - Current
- Deliver personalised financial planning and investment advisory services to individual clients, developing goal-based strategies spanning retirement, education, wealth creation, and tax-efficient investing.
- Conduct comprehensive client financial assessments and risk profiling to design tailored asset allocation strategies across equity, debt, mutual funds, and diversified investment products.
- Execute periodic portfolio reviews and rebalancing recommendations, monitoring performance against benchmarks and adjusting strategies based on evolving market conditions and client goals.
- Prepare detailed financial reports, investment summaries, and wealth planning recommendations, maintaining transparent client communications and long-term advisory relationships.
Senior Business Analyst
Perficient India Pvt Ltd
02.2024 - 07.2025
- Client: Invesco — Asset Management Platform
- Authored BRDs and FRDs in Confluence for Invesco's performance reporting and portfolio management platform, translating complex wealth management workflows into 100+ sprint-ready user stories across 6+ Agile release cycles.
- Defined and validated business rules for performance reporting, portfolio summaries, and expense ratio calculations, reducing stakeholder-reported issue resolution time by 30%.
- Orchestrated end-to-end UAT coordination across QA, business, and offshore teams, achieving zero critical defects at go-live across 3 consecutive production releases.
- Executed Snowflake SQL queries to validate data integrations and surface BI insights on portfolio trends, enabling data-driven prioritisation decisions for Product Owners.
- Facilitated all Scrum ceremonies — sprint planning, backlog refinement, and retrospectives — maintaining INVEST-compliant user stories and full SDLC delivery discipline.
Application Engineer Analyst
Usha Te Consultancy Pvt Ltd
07.2022 - 12.2023
- Client: Microsoft — Edge Add-On Store
- Executed end-to-end compliance validation of first-party and third-party extensions on the Microsoft Edge Add-On Store, enforcing security, functionality, and quality standards across diverse OS environments.
- Identified and escalated malware and virus-flagged extensions via security ADOs, directly strengthening trust and safety for millions of global Edge users.
- Produced daily extension ranking reports and evaluation files, equipping Product Managers with actionable data to drive store visibility and prioritisation decisions.
- Chaired weekly triage and status reviews with Product Managers, tracking bug pipelines, ranking progress, and ICN resolution timelines to sustain cross-functional alignment.
- Coordinated multi-platform functional testing of deployed extensions, reducing post-deployment defect escapes and improving overall release quality.
Business Analyst
My Wealth Junction
11.2018 - 08.2019
- Led end-to-end requirements management for a financial planning and web, leading end-to-end requirements gathering, process mapping, and stakeholder alignment from inception through delivery.
- Translated Best Mutual Fund regulatory requirements into detailed process flows, use cases, and FSD documentation, enabling development teams to deliver compliant features on schedule.
- Reviewed CRS documents to surface gaps, ambiguities, and dependencies, producing sprint-ready user stories with clear acceptance criteria.
- Led UAT cycles and secured stakeholder sign-off, achieving on-time delivery with zero critical post-launch defects.
Financial Planner & Business Analyst
Dilzer Consultants Pvt Ltd
03.2017 - 06.2018
- Authored BRDs and FSDs in Confluence for a financial planning application, ensuring requirements were complete, traceable, and development-ready for each sprint.
- Drafted user stories and acceptance criteria in JIRA for goal-based planning, investment tracking, and client portfolio management features.
- Designed and executed manual test cases, identifying defects pre-UAT and reducing downstream rework cycles.
- Applied CFP domain expertise to bridge communication gaps between business and engineering teams, improving requirement precision and reducing clarification cycles.
Para Planner
Step Ahead Financial Solutions
11.2013 - 12.2016
- Constructed and presented customised financial plans — spanning investments, retirement planning, and estate planning — for a broad client portfolio.
- Profiled investment products across multiple asset classes to formulate strategies aligned with individual client goals and risk tolerance.
- Monitored portfolio performance against benchmarks and delivered timely client communications to support informed financial decision-making.
Education
Master of Computer Applications -
SCSVMV University
01-2010
Skills
Business requirements
User story management
UAT Planning & Execution
Agile planning
Sprint planning
Agile project tools
Stakeholder facilitation
Cross-functional Collaboration
Gap & Risk Analysis
MoSCoW Prioritisation
Process mapping
SQL data analysis
API integration support
Data & Reporting: SQL, Snowflake, Microsoft Excel
Design modelling
FinTech and banking expertise
Certification
CSPO — Certified Scrum Product Owner, Scrum Alliance
Timeline
Financial Consultant
Independent Financial Planner
08.2025 - Current
Senior Business Analyst
Perficient India Pvt Ltd
02.2024 - 07.2025
Application Engineer Analyst
Usha Te Consultancy Pvt Ltd
07.2022 - 12.2023
Business Analyst
My Wealth Junction
11.2018 - 08.2019
Financial Planner & Business Analyst
Dilzer Consultants Pvt Ltd
03.2017 - 06.2018
Para Planner
Step Ahead Financial Solutions
11.2013 - 12.2016
Master of Computer Applications -
SCSVMV University