Satyabrat Baruah
Lead Analyst - Data Exchange Implementation
Bangalore,KA
Summary
Certified Business Analysis Professional (CBAP) with 19+ years driving EDI/EDT implementations, data management, and Agile delivery in 401(k) plans. Expertise in process optimization, client consultation, team leadership, stakeholder management, and operational excellence in regulated financial services.
Overview
20
20
years of professional experience
Work History
Lead Analyst – Data Exchange Implementation (DXI)
Fidelity Investments
09.2018 - Current
- Lead end-to-end implementation of Electronic Data Transmission (EDT) feeds between major client payroll vendors (Workday, ADP, Paylocity, Dayforce, UKG, Rippling) and Fidelity retirement platforms
- Set-up and manage cross-functional Agile squads (PODs) with backlog grooming, sprint planning, and dependency management for multiple concurrent EDI projects
- Drive process re-engineering and workflow optimization initiatives resulting in 20% improvement in data accuracy and operational efficiency
- Execute BAT/UAT testing with full traceability across major Fidelity systems (FPRS, Product Central, Focus Point)
- Conduct client consultations and solution design with stakeholder management, achieving client satisfaction scores >9.5/10
- Serve as Global Process Trainer for EDI integrations and Defined Contribution domain; mentored 20+ Agile SMEs and analysts
- Led Cloud Coach (Agile Sales Force tool) rollout and collaborated with tech team on MOX and Xtrac application enhancements
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Associate Manager – Data Management & CAR
Fidelity Investments
01.2016 - 09.2018
- Managed end-to-end data workflows and developed SLA dashboards using Excel & Power BI
- Actively participated CAR/EDT operations transition from US to India with seamless knowledge transfer
- Implemented 15+ process improvement controls; conducted UAT/BAT for system releases
- WI President "Standout" Award for Data Centre Strategy project active contribution
- Associate → Senior Associate → Work Leader
Associate → Senior Associate → Work Leader
Fidelity Investments
05.2006 - 12.2015
- Performed comprehensive data reconciliation for contribution and withdrawal processes; resolved discrepancies using SOX reports
- Innovated and implemented VBA macros with It collaboration and applied DMAIC-based automation, reducing processing errors by 25%
- Participated as Single Point of Contact (SPOC) for US yearly tax correction process during year-ends
Education
Master of Science - Physics & Electronics
University of Pune
Pune, India08.2001
Bachelor of Science - Physics
Gauhati University
Guwahati, India05.1999
Skills
Domain Expertise: 401(k) Plans ERISA DOL & IRS Compliance Sarbanes-Oxley Act (SOX) Act 2002 TA-1934
Timeline
Lead Analyst – Data Exchange Implementation (DXI)
Fidelity Investments
09.2018 - Current
Associate Manager – Data Management & CAR
Fidelity Investments
01.2016 - 09.2018
Associate → Senior Associate → Work Leader
Fidelity Investments
05.2006 - 12.2015
Master of Science - Physics & Electronics
University of Pune
Bachelor of Science - Physics
Gauhati University