poorti yadav
@poortiyadav
Business Analyst specializing in MIS reporting, KPI design, and process improvement in BFSI.
What I'm looking for
I’m a Business Analyst with 5+ years of overall experience, including 3+ years in business operations, reporting, process improvement, and business analysis across BFSI and startup environments. I translate business requirements into standardized reporting frameworks that enable data-driven decision-making.
At HDFC Bank, I partnered with Operations, Risk, Compliance, and KYC teams to build and refine MIS reporting and KPI frameworks. I redesigned the portfolio reporting workflow, reducing turnaround time from 3–4 days to under 1 day, and standardized business rules and validation logic across 8 portfolio KPIs for consistent monitoring.
I’m also hands-on with data accuracy and governance—validating and reconciling reports and dashboards through UAT before stakeholder delivery. I extract and review CRMNext and Flexcube data to track portfolio trends and support KPI reporting.
Earlier, I contributed through KPI and opportunity analysis during my HDFC Bank Summer Intern – Management Trainee role, and supported business planning and day-to-day operations in a remote business operations associate role. My toolkit blends SQL, Power BI (DAX), Tableau, and Advanced Excel to turn complex operational information into clear, actionable insights.
Experience
Work history, roles, and key accomplishments
Manager, Operations & Reporting
HDFC Bank
Jul 2024 - Nov 2025 (1 year 4 months)
Partnered with Operations, Risk, Compliance, and KYC teams to translate business requirements into standardized MIS reporting and KPI frameworks for a ₹25–30 Cr portfolio. Redesigned the portfolio reporting workflow to reduce turnaround time and standardized KPI validation logic, supporting accurate stakeholder delivery through UAT.
Intern – Management Trainee
HDFC Bank
Apr 2023 - Jun 2023 (2 months)
Analyzed 20+ business opportunities using market segmentation and trend analysis to inform strategic decisions. Reviewed KPIs across 5+ corporate portfolios (AUM ₹10 Cr+), identifying trends and performance improvement opportunities.
Business Operations Associate
Glanceable International
Aug 2020 - Mar 2022 (1 year 7 months)
Conducted competitive market research to support business planning and assessment of customer needs. Prepared business reports and sales trackers, and coordinated client interactions while tracking business opportunities for day-to-day operations.
Operations & Administration Coordinator
Neeraj Institute of Education
May 2018 - Jun 2020 (2 years 1 month)
Managed day-to-day operations for a 26-member institution, coordinating admissions, recruitment, vendor management, and academic support. Developed and maintained Excel-based systems for fee tracking, student records, and administrative reporting to improve data accuracy and streamline workflows.
Education
Degrees, certifications, and relevant coursework
Indian Institute of Management Sirmaur
Master of Business Administration, Finance & Marketing
2022 - 2024
MBA in Finance & Marketing at IIM Sirmaur (2022–2024).
Banaras Hindu University
Bachelor of Science, Chemistry
2015 - 2018
B.Sc. in Chemistry at Banaras Hindu University (2015–2018).
Availability
Location
Authorized to work in
Job categories
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