Summary
Overview
Work History
Education
Skills
INTERNSHIPS
Certification
Timeline
Generic
Sheetal Nar

Sheetal Nar

Mumbai

Summary

Strategic and disciplined Business Analyst with many years of documented success in streamlining and communicating business requirements for financial products and services. Proven track record of translating complex data into actionable strategies, and delivering impactful solutions through cross-functional collaboration.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Associate Business Analyst

Morgan Stanley
Mumbai
05.2022 - Current
  • Served as Lead Analyst for the OTC Automation Project, managing comprehensive requirement analysis, stakeholder coordination, test planning, and successful rollout. Led agile ceremonies, resolved blockers, and ensured timely delivery of sprint goals.
  • Spearheaded the decommissioning of legacy systems and manual EUCs, onboarding new platforms with improved governance to significantly reduce operational risk in regulatory reporting.
  • Gained an in-depth understanding of Federal Reserve (Fed) reports and FFIEC reports, including their structure, format, and compliance requirements.
  • Acquired strong expertise in the Axiom tool, including its functionalities for report building, data sourcing, transformation logic, and scheduling processes.
  • Utilized Power Query and Alteryx for complex data analysis and reconciliation across systems, ensuring consistency and transparency.
  • Built dynamic dashboards in Power BI for clear and impactful data representation, tailored to senior stakeholders.
    Automated repetitive manual reconciliation workflows using UI Path, improving efficiency, and reducing errors.
  • Drafted detailed Business Requirement Documents (BRDs), test cases, and validation plans to support quality delivery.
  • Created visual process flows using Visio to enhance stakeholder understanding and alignment.
  • Partnered with cross-functional teams to automate reporting processes across asset classes, enabling smoother implementation, and faster resolution of issues.

Senior Business Analyst

Enfusion Ltd. LLC
Mumbai
02.2020 - 05.2022
  • Monitored daily fund reconciliations for accuracy and completeness, while collaborating with technical teams to implement the required changes.
  • Compiled, analyzed, and interpreted data received from brokers and admins to spec out reports that aided systemic reconciliations.
  • Conducted quality checks on data feeds from external vendors.
  • Participated in stakeholder meetings to discuss ETL process requirements, and worked with internal teams to automate existing processes.
  • Provided technical support to the users during ETL job execution.
  • Streamlined the processes for fund reconciliation and fund accounting within the in-house tool Integreta by eliminating redundant tasks and automating repetitive steps.

Education

Post Graduate Diploma in Management - Financial Markets

ITM Business School
Navi Mumbai
06-2020

Bachelor of Commerce -

D.G. Ruparel College
Mumbai
06-2018

Skills

  • AxiomNY
  • Alteryx
  • Power Query
  • Power BI
  • UI Path
  • Agile methodology
  • Rally/Jira
  • Microsoft Office (Excel, PowerPoint), and Visio

INTERNSHIPS

Times Group, Economic Times, (Jun 2019 — Sep 2019)

  • Authored in-depth articles and factual stories for the BFSI column, conducted extensive research on the BFSI sector, closely monitoring regulatory websites, tracking recent developments, and gathering market intelligence to inform engaging and informative content, attended press conferences, industry events, and seminars, facilitating interviews with key stakeholders, managing studio guests, and networking with experts to stay abreast of industry trends

Pro Intelli Trade Ltd. (Apr 2019 — Jun 2019)

  • Conducted technical and fundamental analysis of stocks and commodities for intraday trading decisions, and provided actionable market insights based on news-driven market trends and developments.

Certification

March 2020, Chartered Institute for Securities and Investment (CISI), Mumbai

Timeline

Associate Business Analyst

Morgan Stanley
05.2022 - Current

Senior Business Analyst

Enfusion Ltd. LLC
02.2020 - 05.2022

Post Graduate Diploma in Management - Financial Markets

ITM Business School

Bachelor of Commerce -

D.G. Ruparel College

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Sheetal Nar