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Sakshi Jain

@sakshijain3

I lead financial dataset operations, combining people management and data governance to deliver accurate, SLA-driven insights.

India

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What I'm looking for

I want to lead data operations and governance for financial datasets—using automation, root-cause analysis, and Agile cross-functional delivery to improve quality, meet SLAs, and help teams grow through coaching and structured training.

I’m a financial data operations leader with 5+ years of experience building and scaling high-quality dataset delivery, including people management, data governance, private markets research, and financial content operations. At Morningstar, I lead financial data operations for a team of 8–10 analysts, maintaining 99.5% data accuracy with 100% SLA adherence while overseeing complex dataset validation and root-cause analysis.

I drive continuous improvement through process automation and workflow optimization across content ingestion, research, and quality—standardizing SOPs, knowledge repositories, and training to reduce onboarding time by 25%. I also improve operational performance by strengthening QA controls, reducing quality exceptions by 40%, and delivering KPI reporting and operational analytics to senior leadership using Agile-led initiatives.

Experience

Work history, roles, and key accomplishments

Current

Associate Dataset Lead

Current

Morningstar

Feb 2026 - Present (6 months)

Led financial data operations for a team of 8–10 analysts, including people management and maintaining 99.5% data accuracy with 100% SLA adherence. Oversaw dataset collection, validation, and delivery (filings, earnings transcripts, M&A transaction data) and led root-cause analysis and continuous improvement through process automation and SOP development.

People Management Team Management Resource Allocation Data Operations Data Quality SLA Management Root Cause Analysis Process Automation Workflow Optimization SOP Development Training Programs Agile KPI Reporting Operational Analytics Data Governance Excel Power BI SQL

Quality Assurance Specialist

Morningstar

Jun 2023 - Jan 2026 (2 years 7 months)

Conducted operational and quality reviews using data quality frameworks to identify trends, gaps, and improvement opportunities. Developed Excel/SQL/Power BI dashboards and reports, supported data governance and SLA compliance, and performed root-cause analysis with corrective actions to improve dataset coverage and accuracy.

Data Quality Data Governance SLA Operational Reporting Root Cause Analysis Dashboarding Excel SQL Power BI

Senior Data Analyst

Morningstar

Oct 2022 - May 2023 (7 months)

Conducted private equity, venture capital, and M&A research for 500+ transactions annually while maintaining data accuracy above 99.5%. Identified and validated complex private market transactions and created research methodologies adopted across the department.

Private Equity Research Venture Capital Research M&A Research Methodologies

Data Analyst

Morningstar

Oct 2020 - Sep 2022 (1 year 11 months)

Performed data cleaning, tagging, and validation and supported dataset standardization and classification efforts. Assisted in maintaining data quality benchmarks and reporting accuracy.

Data Cleaning Data Tagging Data Validation Data Classification Data Quality

Education

Degrees, certifications, and relevant coursework

Welingkar Institute of Management

Post Graduate Diploma in Management (PGDM), IT Project Management & Operations

Activities and societies: People management, SLA management, performance management, KPI tracking, operational analytics; tools: Power BI, SQL, Snowflake, Confluence; certifications include FMVA, Google Data Analytics, AI for Business, Lean Six Sigma Green Belt.

PGDM in IT Project Management & Operations covering people management, SLA/performance management, KPI tracking, operational analytics, and data governance. Coursework included Power BI, SQL, Snowflake, and operational/BI reporting.

Devi Ahilya Vishwavidyalaya (DAVV)

Bachelor of Business Administration (BBA), Financial Research & Operations

Activities and societies: M&A Research, Governance Frameworks, Private Equity Research, Financial Content Operations, Venture Capital Research, Market Intelligence; Leadership & Operations; People Management; SLA management.

BBA with a focus on Financial Research & Operations, including M&A research, private equity, venture capital, and financial content operations. Emphasis on market intelligence, governance frameworks, and operational/leadership topics.