Poonam Muley

I am a Technical Business Analyst experienced in bridging business requirements and technology solutions across financial services and investor operations. I translate business challenges into clear specifications and collaborate with cross-functional teams to deliver practical solutions.

At Goldman Sachs, I worked with business stakeholders, consultants, and technology teams, turning discovery discussions into structured requirements and decision materials. My experience includes advisory fee benchmarking and cost-optimization analysis to support strategic pricing decisions. I developed an Alteryx workflow to automate payment tracking and scheduled reconciliation alerts, eliminating approximately five hours of manual effort each week. I also applied AI-assisted analytics and LLM summarization to reduce manual management information (MI) review time by approximately 30%.

At KFIN Technologies Limited, I contributed to the I-match reconciliation transformation and delivered Penny Drop KYC automation, reducing investor onboarding verification time by 25%. These initiatives strengthened my skills in process analysis, automation, efficiency, and data accuracy.

collaborate with product, engineering, QA, and business teams to define functional requirements, develop user stories and acceptance criteria, support integrated testing, resolve requirement gaps, and contribute to release readiness. I bring analytical thinking, stakeholder communication, and an understanding of how business needs translate into technical solutions.

I independently developed CloseMate, a browser-based finance operations tracker using HTML and JavaScript, demonstrating my ability to turn operational challenges into practical technology solutions.

I am focused on growing into a Solutions Consultant role, combining business analysis, technical understanding, and a customer-focused mindset to help organizations identify challenges and implement effective solutions. I am interested in customer discovery, understanding business pain points, mapping requirements to solution capabilities, and explaining how technology can improve efficiency and deliver business value.

My strengths include requirements elicitation, stakeholder management, process mapping, automation, and cross-functional collaboration. I aim to deepen my expertise in solution demonstrations, API and system integrations, proof-of-concept development, technical presentations, and value-based solution positioning.I believe effective solutions consulting means understanding customer needs, identifying underlying problems, evaluating practical approaches, explaining technical concepts clearly, and connecting solution capabilities to business outcomes.

My goal is to bridge customers, business stakeholders, product teams, and engineering—translating complex requirements into scalable solutions that create value through technology and continuous improvement.