Looking for a job

Riya Soni

@riyasoni

Message

I build data-driven reporting and process improvements for banking and insurance teams.

India

Message

What I'm looking for

I'm seeking Senior Business Analyst or BA roles in IT, FinTech, or data-driven BFSI organisations where I can improve processes, automate reporting, deliver actionable dashboards, and partner with business, operations, compliance, and technology teams.

At ICICI Bank, I manage requirements and reporting automation for wealth management, translating business needs into BRDs, process flows, functional specifications, and KPI dashboards.

I've built Power BI and Advanced Excel reporting for portfolio AUM, asset allocation, revenue trends, and client activity. By automating manual reporting with Power Query and macros, I reduced preparation effort by 30% and eliminated data-entry errors.

Across ICICI Bank and TATA AIA Life Insurance, I've used SQL, Tableau, and Excel to turn portfolio, premium, retention, claims, and channel data into actionable business insights. I also lead AS-IS/TO-BE process mapping, UAT planning and sign-off, requirements traceability, and stakeholder workshops.

My background spans banking, wealth management, life insurance, regulatory workflows, and client relationship management. I'm targeting Senior Business Analyst and business analysis roles in IT, FinTech, or data-driven BFSI organisations.

Experience

Work history, roles, and key accomplishments

Current

Business Analyst

Current

ICICI Bank Limited

Feb 2022 - Present (4 years 7 months)

Elicited and documented 100+ business requirements for reporting automation and process improvement in wealth management. Designed KPI dashboards in Excel and Power BI, reducing reporting effort by 30% and achieving 180%+ YTD revenue performance.

Power BI SQL Jira Confluence UAT Requirements Gathering Process Mapping Stakeholder Management SEBI AML KYC

Business Analyst

TATA AIA Life Insurance

Jan 2020 - Jan 2022 (2 years)

Led territory-level business performance analysis with Tableau dashboards and Excel trackers. Authored business requirements and facilitated cross-functional workshops, delivering 190% YTD performance.

Tableau SQL Requirements Documentation Traceability Stakeholder Management Agile Waterfall

Senior Client Relationship Manager

Bajaj Capital Limited

Jan 2015 - Jan 2017 (2 years)

Gathered client financial information and documented investment advisory requirements. Built Excel-based portfolio allocation models and monitored branch-level KPIs.

Excel KPI Reporting