Summary
Overview
Work History
Education
Skills
Certification
Awards
Languages
Volunteer Experience
Hobbies
Timeline
Generic
Vidya Sagar S

Vidya Sagar S

Bengaluru

Summary

Experienced Business Support Associate with 6+ years in operational support, dashboard creation, and cross-functional collaboration. Skilled in Power BI for developing insightful dashboards, UAT, regression testing, and Agile methodologies. Proficient in Jira and Salesforce, with expertise in troubleshooting, tool optimization, and user access management. Adept at creating operation run books and driving continuous improvement to enhance user experience and streamline business processes.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Business Execution Associate

Wells Fargo
07.2023 - Current
  • Dashboard Creation and Analytics: Develop and maintain Power BI dashboards to provide business teams with critical insights, helping them monitor key metrics, track performance, and make data-driven decisions. This includes visualizing ticket volumes, task aging, and other relevant metrics to enhance operational transparency.
  • Testing and Validation: Conduct User Acceptance Testing (UAT) and Regression Testing to ensure application functionality aligns with business requirements before deployment, ensuring stability and reliability.
  • Cross-team Collaboration: Collaborate with Business teams to identify and troubleshoot tool-related issues, working closely with Development teams to ensure timely solutions. Utilize Agile methodologies and Jira for tracking and managing issues effectively.
  • Production Tool Support: Support a suite of business-critical tools, including Power Apps, Alfresco, JBPM, Salesforce, Documentum, and Ncino, to maintain operational continuity and address user needs promptly.
  • User Access Management: Create and manage Active Directory (AD) groups to control and grant access to new tools, ensuring secure and efficient access management.
  • WorkSmart Tools Support: Provide specialized support for WorkSmart tools (QC, ATC, Attestation, and ECN), all built using Power Apps, to facilitate seamless use by business teams.
  • Documentation: Develop comprehensive operation run books as user guides, helping business users optimize tool functionality and enable self-service.
  • Continuous Improvement: Partner with cross-functional teams to enhance tool functionality, reduce downtime, and improve the overall user experience through ongoing improvements.

Senior Securities Operation Representative

Wells Fargo
04.2022 - 06.2023

CLIENT ACCOUNT MAINTENANCE TEAM

  • Coordinate Client Account Maintenance (CAM) processes, including client on-boarding and SSI setup for Securities clients.
  • Manage workflow requests from Sales, Settlements, and Facilitation teams within SLAs.
  • Configure WIRE and SWIFT payment instructions and perform SSI setup and maintenance.
  • Identify process improvements in BAU operations and delegate tasks to downstream partners.
  • Collaborate with Client Data teams to uphold data integrity and manage client data requests.
  • Provide reporting and business insights to senior leadership

Process Associate

Hewlett Packard Enterprise
08.2018 - 03.2020
  • SAP TOOL (remove billing blocks, create sales orders)
  • Email support for customer queries and partner queries
  • Presenting calls directly with partners updating weekly status on Financial Claims and reasons for the delay
  • Interacting with customers online regarding their issues
  • Have been maintaining good customer relationships
  • Constantly maintaining 100% efficiency in Quality
  • Using the Salesforce tool to raise queries and solve partner disputes

Education

B.Com -

Shree Bhagawan Mahaveer Jain College
Kolar Goild Feilds
05.2018

PUC -

KGF Pre University College
Kolar Goild Feilds
04.2015

Skills

  • PowerBI
  • Agile
  • Jira
  • Salesforce
  • Alfresco
  • Microsoft Powerpoint
  • Microsoft Excel

Certification

Investment foundation Program, CFA Institution

Awards

  • Wells Fargo Champion Award, 04/01/21
  • Best Outgoing Student, 04/01/18
  • Best Supporting Student Award, 02/01/17
  • National Level Best Paper Presentation Award, 04/01/16

Languages

English
Tamil
Kannada
Hindi
Telugu

Volunteer Experience

Rotary International, 

  • Club Mentor - 2024
  • District Event Chair - 2023
  • District Committee Member - 2022
  • District Committee Member - 2021
  • President - 2020

Hobbies

"Swimming, Gaming, Volunteering, and Trekking."

Timeline

Business Execution Associate

Wells Fargo
07.2023 - Current

Senior Securities Operation Representative

Wells Fargo
04.2022 - 06.2023

Process Associate

Hewlett Packard Enterprise
08.2018 - 03.2020

B.Com -

Shree Bhagawan Mahaveer Jain College

PUC -

KGF Pre University College
Vidya Sagar S