Prerna Kawatra

Business Development Executive

Carmel, Indiana, United States8 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in translating complex business requirements.
  • Strong background in compliance-driven environments.
  • Proven ability to enhance operational efficiency.
Stackforce AI infers this person is a Business Analyst with expertise in Fintech and SaaS industries.

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Skills

Core Skills

Business AnalysisRequirements GatheringStakeholder ManagementCompliance Enablement

Other Skills

Agile MethodologiesBlockchainCBAPChange ManagementExcelGoogle AnalyticsJiraMicrosoft VisioPostmanPower BIProcess Modeling (As-Is/To-Be, BPMN)Requirement Gathering & Documentation (BRD/FRD)SQLScrumSoftware Development Life Cycle (SDLC)

About

Senior Business Analyst specializing in Insurance & Financial Services. CBAP-aligned (Purdue). I help teams translate business needs into structured, data-driven solutions across regulated environments. Open to US-based BA & BSA roles (contract & full-time). Senior Business Analyst with strong experience in insurance and financial services, specializing in translating complex business requirements into clear, data-driven solutions that improve operations, compliance, and customer experience. I bring a unique combination of domain expertise, analytical thinking, and stakeholder communication that allows me to work seamlessly between business users, product teams, and technology teams. My background includes process analysis, data validation, reporting, and requirements management across regulated environments such as insurance and fintech. I have completed CBAP-aligned Business Analysis training through Purdue University (via Simplilearn), strengthening my expertise in: Requirements elicitation & documentation Business process modeling Stakeholder management Data analysis & reporting Compliance-driven workflows What sets me apart is my ability to understand the business story behind the data and convert it into structured, actionable insights that teams can build on. I am known for being detail-oriented, reliable, and calm under pressure, which is especially important in insurance and financial systems where accuracy and compliance matter. I am currently exploring Business Analyst / Business Systems Analyst opportunities in the US market across insurance, fintech, and financial services, where I can contribute to process optimization, system enhancements, and data-driven decision making. 📩 Open to full-time and contract roles.

Experience

Broadbridge financial services

Business Analyst

Jan 2023 – Present · 3 yrs 2 mos · New York, United States · Remote

  • Led requirement-gathering workshops with advisors, operations, and IT teams to capture business needs. Authored BRDs, FRDs, and system use cases for financial workflows, portfolio reconciliation, and compliance tracking. Partnered with architects to design scalable solutions, documented API requirements, and built UML models to visualize data flows. Supported Agile ceremonies, backlog grooming, and sprint planning using JIRA/Confluence. Coordinated UAT, defined acceptance criteria, and worked closely with developers to validate logic. Utilized SQL for data validation and API integration testing to ensure accuracy and compliance.
JiraSQLBusiness AnalysisRequirements Gathering

Info edge india ltd

Business Analyst

Jun 2019 – Jul 2022 · 3 yrs 1 mo · India · On-site

  • India’s leading job portal serving over 80M users
  • Drove business analysis for recruitment platform enhancements across job seeker and employer modules. Collaborated with cross-functional teams—product, UX, data science, and engineering—to define BRDs, FRDs, and user stories aligned with business goals. Led automation initiatives in recruitment workflows, implemented ATS/CRM features, and supported agile product delivery.
  • Worked closely with stakeholders to conduct workshops, map hiring funnels, identify bottlenecks, and drive data-informed decisions. Managed product backlogs, conducted UAT, defined KPIs, and supported ML-based recommendation systems for personalized job listings.
  • Key Tools & Skills:
  • Jira, Confluence, Figma, SQL, Excel, Google Analytics, Postman, Visio, Agile, UAT, A/B Testing, BRD/FRD creation, Wireframing, Data Analysis
JiraSQLExcelGoogle AnalyticsPostmanVisio+2

Ms technologies

Business Analyst

Oct 2016 – May 2019 · 2 yrs 7 mos · Noida, Uttar Pradesh, India · On-site

  • Worked as a Business Analyst on MST’s document imaging and viewing solutions used by clients in insurance, legal, and healthcare. Led requirements gathering through stakeholder interviews and workshops, converting them into detailed BRDs and FRS documents. Designed and optimized workflows for document ingestion, redaction, and approvals.
  • Partnered with engineering and InfoSec teams to implement OCR modules, metadata tagging, high-volume TIFF-to-PDF conversions, and audit-focused features like Bates stamping and full document trails. Supported integrations with policy administration and underwriting systems, ensuring SAML-based SSO, session controls, and HIPAA/FINRA compliance.
  • Delivered client demos, captured feedback, and ensured feature delivery aligned with business goals and regulatory standards.
  • Tools & Skills: MST Viewer, Raster SDK, OCR, Microsoft Visio, Jira, Confluence, SharePoint, Postman, SAML, Excel, Workflow Modeling, Compliance Enablement
JiraSQLExcelMicrosoft VisioBusiness AnalysisCompliance Enablement

Education

Purdue University

Postgraduate Degree — Business Analytics

Apr 2025 – Oct 2025

phonics group of institutions

Master of Business Administration - MBA

Jan 2014 – Jan 2016

CCS (Chaudhary Charan Singh)University

Bachelor of Commerce - BCom

Apr 2008 – May 2011

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