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Business Analyst @Morgan Stanley
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WORK HISTORY
Business Analyst @Morgan Stanley
CA, US
Delivered detailed monthly, quarterly, and annual financial reports, including financial statements, variance analysis, and KPIs, to senior management using Advanced Excel and Power BI, helping leadership identify $1.2M in cost-saving opportunities.• Collaborated with business units, technology teams, UX designers, and legal & compliance stakeholders to elicit and document business requirements.• Implemented effective controls and risk mitigation strategies, reducing operational risks by 30% in day-to-day financial processes.• Created detailed use case scenarios and process flows using Lucidchart and MS Visio to translate business requirements into technical specifications.• Developed BRDs, FRDs, Test Plans, and Traceability Matrices for enterprise-level projects, leading to a 20% improvement in project delivery timelines.• Documented 25 regulatory compliance procedures in Confluence, ensuring 100% adherence to SEC, GAAP, SOX, and IFRS standards.• Leveraged Advanced Excel functions (VLOOKUP, XLOOKUP, INDEX MATCH, SUMIFS, Pivot Tables, Power Query) to analyze large financial datasets.• Assisted in preparing and facilitating various SAFe Agile ceremonies, including PI Planning, Scrum of Scrums, and ART Sync meetings.• Employed JIRA and Confluence to create user stories, acceptance criteria, and tickets, and perform root cause analysis, gap analysis, and bug tracking.
EDUCATION
GL Bajaj Institute of Technology and Management
Bachelor of Technology - BTech, Information Technology
ABOUT PALLAVI S
Results-driven Project Manager with 8+ years of experience across technology, financial…
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