Summary
Overview
Work History
Education
Skills
Awards
Timeline
BusinessAnalyst

Neha Modi

Summary

Results-oriented and analytical Business Analyst with over 3 +years of experience in identifying business needs, analyzing data, and delivering strategic solutions that drive efficiency and growth. Proficient in tools like Salesforce, Tableau, SQL, and JIRA, with a strong track record of bridging the gap between technical teams and business stakeholders. Seeking to leverage skills in data analysis, process optimization, and cross-functional collaboration to contribute to impactful, data-driven decision-making in a dynamic organization.

Overview

4
4
years of professional experience

Work History

Business Analyst

Aavas Financiers Pvt.Ltd
01.2022 - Current
  • Lead Management System (Salesforce)
  • Gathered and analysed business requirements from multiple departments.
  • Created detailed BRD and FRD documents.
  • Designed workflows and Flexi Pages aligned with external application design.
  • Customized Salesforce: custom objects, fields, workflows, reports.
  • Managed Salesforce environment, including user support and data maintenance.
  • Led testing efforts: functional, regression, UAT, and integration testing.
  • Created department-specific reports and dashboards.
  • Loan Origination System (Salesforce)
  • Gathered requirements and improved customer journey flow.
  • Designed wireframes for Unassisted Flow (Customer Self-Journey).
  • Developed 15+ Mule APIs to integrate external apps with Salesforce.
  • Created JIRA project plans, workflows, BRD, FRD, metadata, and custom labels.
  • Nirman Application (Multi-Language)
  • Designed wireframes and field structures.
  • Developed 20+ Mule APIs for integration with Salesforce.
  • Defined visit types and user flows in the application.
  • Oracle Fusion (EGL)
  • Involved in integration efforts and data mapping (details can be expanded upon request).
  • Manage Engine
  • Designed Change Management and Service Request modules.
  • Developed workflows and trained the ZIA chatbot for automation and support.
  • Tableau Reporting
  • Designed interactive dashboards to track KPIs and performance metrics.
  • Collaborated with teams to align dashboards with business goals.
  • Zoho Forms
  • Built dynamic forms and surveys tailored for various departmental needs.

Education

MBA - Marketing and Finance

JECRC University

BCom - Finance and Marketing

ICG University

12th - undefined

Warren Academy

Skills

  • Postman
  • Salesforce Admin
  • JIRA
  • Workflows
  • Tableau
  • Microsoft Excel
  • SQL
  • Manage Engine
  • Team Leadership
  • Balsamiq
  • Problem Solving
  • Oracle fusion

Awards

Received award ROOKIE Player from CTO, Received Women of Agility from CEO, Received Service Excellence from CTO

Timeline

Business Analyst

Aavas Financiers Pvt.Ltd
01.2022 - Current

MBA - Marketing and Finance

JECRC University

BCom - Finance and Marketing

ICG University

12th - undefined

Warren Academy
Neha Modi