Mehul Saraswat
Gurgaon, Noida, New Delhi
Summary
Experienced Business Analyst with 8+ years of expertise in client collaboration, requirements gathering, backlog refinement, and delivering data-driven solutions. Skilled in writing user stories with clear acceptance criteria, applying MoSCoW prioritization, and evidence-based backlog prioritization to accelerate value delivery. Strong in stakeholder alignment, facilitation, and incorporating customer feedback into product enhancements. Proficient in SQL querying, Power BI, and Power Automate, with a proven track record of building impactful dashboards, automating business workflows, and improving in-house platforms for operational efficiency. Certified Product Owner and Scrum Master with experience in Agile environments, cross-functional collaboration, and process optimization.
Overview
8
8
years of professional experience
3
3
Certifications
Work History
Team Lead-Business Analyst
Quaestor Advisors India Private Ltd.
Bengaluru
10.2021 - Current
- Managed stakeholder engagement, delivery timelines, senior-level interactions, technical implementations, and requirements gathering (FRD, BRD), while overseeing business analysis and working with the project manager.
- Managed a team of three business analysts, overseeing requirements gathering, task allocation, backlog refinement, and quality delivery in alignment with project goals.
- Designed and delivered Power BI reports tailored to user requirements, reducing manual effort, and saving more than 100 hours on weekly and monthly deliverables.
- Built a Power Automate workflow to automatically save email attachments from a designated sender to a group repository, improving team efficiency by 20%.
- Collaborated with the SVP and BlackRock during the onboarding of the insurance business, implementing BlackRock Aladdin for risk monitoring of bonds, and the creation of reporting templates for streamlined operations.
- Worked with the corporate accounting team to streamline synchronization between the in-house system and NetSuite, identifying and resolving journal entry issues in collaboration with developers, saving over 100 hours of manual interventions each month.
- Conducted Scrum training sessions for Business Analysis and Technology teams, enhancing cross-functional collaboration and the adoption of Agile best practices.
- Provided training to new joiners, delivering business overviews, and platform walkthroughs to accelerate onboarding, and enhance productivity.
- Collaborated with developers on front-end enhancements to ensure alignment with business requirements, and improve user experience.
Analyst
Envision Financial Systems Private Ltd.
Bengaluru
01.2018 - 10.2021
- Worked on Envision’s flagship product, a platform for fund accounting for transfer agents and broker-dealers, supporting mutual fund operations.
- Involved in stages of the project implementation process – planning, analysis, design, implementation, and testing.
- Worked with the Software Development team and the Quality team for the development and enhancement of several modules and functionalities of the product.
- Worked with the team through the entire process of the Waterfall model in the Software Development Life Cycle (SDLC), including analysis and design, business and functional requirement analysis, data analysis, system design, user story development, testing, and implementation.
- Estimated requirements and develop alternative solutions with Product Management and Technical Managers.
- Collaborated with project managers, business partners, subject matter experts, and IT partners.
- Conducted walkthroughs of user story documents for functional (development and quality control) teams to provide a clear understanding of business and system requirement changes, to avoid duplication of efforts, and to reduce rework.
- Provided continuous support to functional teams during the development and quality control stages to keep clarity on changes.
- Worked with the existing and potential clients to understand business scenarios, requirements, and competitors for product enhancements and design.
Education
PGDM - Finance & Analytics
JAGSoM
Bengaluru01-2018
B.COM(H) - Accountancy & Management
Jamia Millia Islamia
New Delhi01-2015
Skills
- Agile Delivery (Scrum, Kanban)
- Private Credit
- Backlog Refinement & Prioritization
- User Stories & Acceptance Criteria
- MoSCoW Prioritization
- Evidence-Based Backlog Prioritization
- Stakeholder Alignment
- Facilitation
- Reduced Rework & Value Delivery
- Business Analysis
- Requirements Gathering
- Customer Needs Analysis
- Data Analysis
- User Acceptance Testing (UAT)
- SQL Querying
- Power BI
- Power Automate
- Microsoft AutoGen (Agentic AI Framework)
- JIRA & Confluence
Affiliations
Built a FinOps Agent using the Microsoft AutoGen Agentic AI framework as a personal project to automate financial analysis workflows and gain hands-on experience with agent-based AI systems.
Certification
Certified Scrum Product Owner,(CSPO), Scrum Alliance
Accomplishments
Published Research paper on 'Predicting Earnings Manipulations using Beneish M - Score of Selected Companies in India' in Indian Journal of Finance.
Languages
English
Advanced (C1)
C1
French
Intermediate (B1)
B1
Timeline
Team Lead-Business Analyst
Quaestor Advisors India Private Ltd.
10.2021 - Current
Analyst
Envision Financial Systems Private Ltd.
01.2018 - 10.2021
PGDM - Finance & Analytics
JAGSoM
B.COM(H) - Accountancy & Management
Jamia Millia Islamia