Open to opportunities

Keshvi Surve

@keshvisurve

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Aspiring business analyst with over 5 years of experience.

United Kingdom

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What I'm looking for

I am looking for a role that allows me to apply my analytical skills in a collaborative environment, focusing on strategic decision-making and process optimization.

I am an aspiring business analyst with over 5 years of professional experience in financial services, risk advisory, and data-driven roles. Currently, I am completing my MSc in Business Analytics at Loughborough University, UK, set to graduate in September 2025. My strong foundation in data analysis, financial modeling, and business process improvement equips me to drive strategic decision-making in dynamic business environments.

In my recent role as a Facility Capture Analyst at Barclays, I managed loan servicing and financial reporting, focusing on accuracy and regulatory compliance. I successfully reduced processing errors by 25% through enhanced Salesforce automation and improved operational efficiency by 10% by redesigning credit validation workflows. My experience as a Senior Consultant at Deloitte further honed my skills in risk assessment and stakeholder engagement, where I accelerated project delivery by 15% through strategic resource management.

Experience

Work history, roles, and key accomplishments

Facility Capture Analyst

Barclays

Jul 2023 - Sep 2024 (1 year 2 months)

Managed loan servicing and financial reporting using ACBS and LIQ platforms, focusing on accuracy and regulatory compliance. Conducted trend analysis on financial data to support data-driven business decisions and configured Salesforce CRM.

ACBS LIQ Salesforce CRM Financial Reporting Data Analysis Regulatory Compliance ROI Analysis Workflow Automation

Senior Consultant – Risk Advisory

Deloitte

Aug 2022 - Jul 2023 (11 months)

Delivered risk assessments and mitigation strategies for financial services projects. Enhanced operations by streamlining project planning and team communication, and advised stakeholders on risk compliance.

Risk Assessment Mitigation Planning Project Planning Stakeholder Management Compliance Resource Management Cross Functional Collaboration

Loan Processor

Flyhomes Mortgage LLC

Mar 2022 - Jul 2023 (1 year 4 months)

Processed mortgage applications in line with lender policies and regulations. Coordinated with underwriters and clients to verify loan documentation, and identified data inconsistencies to prevent fraudulent activity.

Mortgage Processing Loan Documentation Underwriting Fraud Prevention Client Communication Workflow Optimization

Financial Analyst

XL Dynamics

Jan 2012 - Feb 2016 (4 years 1 month)

Managed corporate loan portfolios including new, modified, and restructured loans. Worked with Letters of Credit (LCs) and Letters of Undertaking (LoUs), ensuring compliance with financial standards and regulatory disclosures.

Corporate Loan Portfolios Letter Of Credit (LC)Letters Of Undertaking Financial Compliance

Deputy Manager - Wealth Management

XL Dynamics

Managed corporate loan portfolios including new, modified, and restructured loans. Ensured compliance with financial standards and regulatory disclosures, and provided financial insights by analysing market trends and client data.

Corporate Loan Portfolios Letters Of Undertaking Financial Compliance Market Trends Investment Strategies

Education

Degrees, certifications, and relevant coursework

Loughborough University

MSc Business Analytics, Business Analytics

Currently completing an MSc in Business Analytics, set to graduate in September 2025. Gained a strong foundation in data analysis, financial modelling, and business process improvement.

Prestige Institute of Management and Research

MBA in Marketing, Marketing

Completed an MBA in Marketing, gaining expertise in strategic marketing and business management principles. Developed skills in market analysis and consumer behavior.

Acropolis Institute of Management and Research

Bachelor of Commerce (Hons), Commerce

Obtained a Bachelor of Commerce (Hons) degree, focusing on core business and financial concepts. Developed foundational knowledge in commerce and related disciplines.