VAISHALI SHRIVASTAVA
@vaishalishrivastava
Senior Business Analyst delivering board-ready financial analytics and investment insights in BFSI/fintech.
IndiaWhat I'm looking for
I’m a Senior Business Analyst with 6+ years of progressive experience across banking, Big 4 consulting, and fintech—specializing in financial analytics, portfolio management, forensic investigation, and executive-level business intelligence. At Ebix, I report directly to the Chairman, translating investment and capital-allocation data into strategic, board-ready decisions.
I’ve built and delivered investor decks and board presentations, while designing quarterly dashboards that consolidate financial KPIs, operational metrics, and variance analysis—reducing reporting turnaround by 20%. I also track and reconcile Banking MIS, AR/AP aging reports to ensure cash flow accuracy and timely collections.
From my Forensic Investigation stint at Ernst & Young, I used Intella to search, index, and extract digital evidence from large electronic datasets. I supported fraud and compliance work by producing evidence-backed investigation reports for litigation support, regulatory reviews, and remediation.
Earlier, as a Deputy Manager at HDFC Bank in Wealth – Private Banking, I built sales, revenue, and portfolio performance dashboards that enabled 20% faster review cycles. At Fintree Finance, I drove 95%+ forecast accuracy, built NPA monitoring models with delinquency tracking (DPD 0–90+), and owned monthly to annual reporting for a multi-product MSME loan portfolio.
Experience
Work history, roles, and key accomplishments
Senior Business Analyst
Ebix Technologies Ltd.
Dec 2024 - Apr 2026 (1 year 4 months)
Reported directly to the Chairman with strategic financial insights across investments, capital allocation, and global opportunities. Built quarterly dashboards and investor/board decks, reducing reporting turnaround by 20% and improving exec decision-making.
Conducted data-driven forensic investigations for large-scale fraud and compliance cases (~₹150 crore and ~₹50 crore), producing evidence-backed reports for litigation and regulatory review. Used Intella to search, index, and extract digital evidence and performed bank statement and transaction analysis to identify anomalies and suspicious fund flows.
Deputy Manager - Business Analyst
HDFC Bank
Aug 2022 - Sep 2024 (2 years 1 month)
Built and maintained sales and portfolio performance dashboards for Northern India, enabling 20% faster review cycles for market heads. Analyzed multi-million INR AUM portfolios to surface cross-sell/upsell opportunities and translated business needs into reporting enhancements (BRD/FRD).
Senior Manager - Portfolio Analyst
Fintree Finance Pvt Ltd
Feb 2020 - Aug 2022 (2 years 6 months)
Owned board-level portfolio performance reporting and recommended risk mitigation actions for an MSME loan portfolio. Led budgeting and forecasting cycles achieving 95%+ forecast accuracy, and built NPA monitoring/delinquency tracking tools (DPD 0–90+) for proactive risk management.
Supported accruals management and revenue-operations MIS reporting for the corporate finance team. Helped with month-end accrual entries, reconciliations, and variance analysis to support the financial close process.
Education
Degrees, certifications, and relevant coursework
ITM Business School
Post Graduate Diploma in Management, Financial Markets
Completed a Post Graduate Diploma in Management (Financial Markets) at ITM Business School in 2020.
National PG College
Bachelor of Business Administration, Management Studies
Completed a Bachelor of Business Administration (Management Studies) at National PG College in 2017.
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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