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poorti yadavPY
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poorti yadav

@poortiyadav

Business Analyst specializing in MIS reporting, KPI design, and process improvement in BFSI.

India
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What I'm looking for

I’m looking for a Business Analyst role where I can build MIS & BI dashboards, standardize KPIs, and drive process improvements using SQL, Power BI, and strong stakeholder collaboration for data-driven decisions.

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

HDFC Bank logoHB

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.

GI

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.

NE

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 logoIS

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 logoBU

Banaras Hindu University

Bachelor of Science, Chemistry

2015 - 2018

B.Sc. in Chemistry at Banaras Hindu University (2015–2018).

Tech stack

Software and tools used professionally

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