Shalu Megotia

Business Analyst

India3 yrs 2 mos experience

AI Enabled

Key Highlights

Over three years of experience in finance and business analysis.
Expert in implementing system solutions in the BFSI sector.
Strong analytical skills with a focus on financial performance.

Stackforce AI infers this person is a Fintech professional with strong expertise in business analysis and financial management.

Contact

Skills

Core Skills

Business AnalysisFinancial Management

Other Skills

ScrumFunctional DesignBusiness Analysis Planning & MonitoringTrade FinanceStakeholder EngagementLoan OriginationMicrosoft Power BIAcceptance TestingAgile & Waterfall MethodologiesJiraBusiness Systems AnalysisRequirements GatheringProcess Flow DocumentationQuality ManagementLaunch Support

About

As a Functional Analyst at EbixCash, I leverage my MBA in Finance and Financial Management Services to provide insightful financial analysis and strategic recommendations. I have over Three years of experience in the finance industry, having previously worked as a Management Trainee- Finance & Business Analyst at the same company. I am passionate about applying my skills in business analytics and finance to drive business growth and optimize financial performance. I am also committed to continuous learning and professional development.

Experience

3 yrs 2 mos

Total Experience

1 yr 6 mos

Average Tenure

Current Experience

Ebixcash

2 roles

Functional Analyst

Apr 2023 – Mar 2025 · 1 yr 11 mos · Pune District, Maharashtra, India

Dynamic Functional BA with Overall 3 years BA
Experience in BFSI and Pre Sales activity for Banking Domain.
My interpersonal skills have served me well by helping me convert ambiguous requirements into well working artifacts (like FSD, CR & Addendum Documents), for business and IT team to achieve desired outcomes. Consequently,
Experienced in understanding client requirements and implementing system solutions covering LOS and LMS in both retail and corporate domains by handling various portfolio for corporate.
On Going Experience in various software development methodologies such as Waterfall & Agile work closely with development team SCRUM environment to refine, prioritize the functionality and support the development, in bringing clarity and context to delivery functionalities.
Ability to conduct one-on-one training with teammates and Demo of the application to the business users.Defining the values in the configuration suite of master's data of the application as per the business requirements.
Write functional design documents to assist
testing and development teams with implementation of client requirements.Reporting of status to the manager,customers, and other stakeholders.
Dedicated to continuously developing, implementing, and adopting new technologies
On Going Experience in various software development methodologies such as Waterfall & Agile.
Defining the values in the configuration suite of master's data of the application as per the business requirements.
Write functional design documents to assist testing and development teams with implementation of client requirements.
Reporting of status to the manager,
customers, and other stakeholders.
Dedicated to continuously developing, implementing, and adopting new technologies to maximize development efficiency.
Excellent interpersonal, communication and analytical skills.
Review, prioritize, comment and follow-up on defects and Incidents.
.Well versed in tools like spira, jira

ScrumFunctional DesignBusiness Analysis Planning & MonitoringTrade FinanceStakeholder EngagementLoan Origination+7

Management Trainee- Finance & Business Analyst

Mar 2022 – Mar 2023 · 1 yr · Pune District, Maharashtra, India

Teleperformance

Customer Care Executive

Jul 2021 – Oct 2021 · 3 mos · Chandigarh, India · Remote

Bajaj allianz life

Financial Advisor

Feb 2021 – Jul 2021 · 5 mos · Chandigarh, India

Understanding investment objective and consumer behavior based on insurance product ,Mutual Fund, ulip product and stock market
Attending and participating in meetings, Workshop, Event with managers and
Building contacts with potential clients to create new business opportunities.
Fundamental analysis and technical analyis of companies and providing solution to customer with
respect to insurance products.
Compiling of large advisors data on Ms excel

Quality Management