Vatsal Mishra

• Promoted from Data Operations Analyst | 05/2024–01/2026
• Manage Sales Data Operations and support Intermediary Governance & Support, coordinating priorities to ensure operational continuity across financial and sales data processes.
• Oversee data quality and data management activities, including cleansing, validation, reconciliation, ingestion and downstream reporting; validate multi-source data against source and book-of-record data to maintain accuracy across global transfer agency and global fund operations.
• Drive data governance and quality initiatives through data validation, remediation, reconciliation and issue resolution; collaborate with cross-functional global stakeholders to strengthen data controls, documentation, standardized processes and data accuracy across multi-source datasets.
• Drive Atlassian JIRA ticket resolution for Sales Data and Data Governance teams, leading issue triage, stakeholder coordination, dependency management, escalation and closure; partner with SS&C and external service providers to resolve operational requirements.
• Drive data governance and quality initiatives through data validation, remediation, reconciliation and issue resolution; collaborate with cross-functional stakeholders to strengthen data controls, documentation, standardized processes and data accuracy across multi-source datasets.
• Leverage AWD and SalesConnect for data management, reporting and analysis supporting Sales and Finance teams; develop Power BI dashboards, analytical reports, Visio workflows and process documentation to improve operational controls and transparency.
• Lead workflow automation initiatives, including a process-automation project that reduced annual effort by 24 hours; contribute to a Community of Practice driving automation of recurring reporting and dashboard processes.
• Deliver team training and knowledge-sharing sessions, including Power Query and Power Automate, while overseeing TAMP documentation and SAP Concur activities; leverage enterprise ChatGPT/AI to accelerate analysis and workflows while maintaining data-handling requirements.

• Developed and optimized Power BI dashboards, data models and reports, translating complex compliance and vendor data into actionable business insights.
• Compiled, validated and analyzed compliance datasets using SQL; performed data validation, reconciliation and quality checks to identify inconsistencies and support data accuracy.
• Analyzed vendor compliance data to identify documentation gaps and exceptions, enabling stakeholders to drive timely remediation, monitoring and resolution.
• Partnered with stakeholders to deliver analytical solutions and process enhancements; coordinated two team members and supported automation of recurring data/reporting activities, improving operational efficiency.

• Prepared, cleansed and validated large-volume databases according to client requirements, maintaining data accuracy, integrity and consistency.
• Collaborated with managers to conduct technology-focused training sessions, enhancing team adoption of tools and technical skills.
• Collaborated with clients and internal stakeholders to clarify data requirements, transform datasets in Salesforce, and deliver accurate, timely outputs and actionable insights.

Speech and Text Analyst (01/2019 to 04/2020)

• Leveraged AI-enabled Tethr speech and text analytics, including coding and system training, to analyze customer interactions, identify trends and quality gaps, and drive sales and process improvements.
• Developed dashboards and analytical presentations with actionable recommendations; collaborated with clients and stakeholders, trained and managed 3 team members, and automated recurring dashboard generation, reducing manual effort by 12 hours annually.

Quality Analyst (08/2018 to 01/2019)

• Analyzed customer interactions using quality parameters, data validation and SWOT analysis to identify trends, quality gaps and improvement opportunities across call handling, customer experience and sales performance.
• Developed and implemented targeted strategies for ask-for-sale, cross-selling and up-selling, improving sales performance, customer experience and operational processes.