Hi, I'm Vineetha, a results-driven Business Analyst / Data Analyst with around 6 years of experience in the Banking and Insurance sectors, specializing in requirements gathering, process improvement, data analysis, and regulatory compliance. I bridge the gap between business and technology to deliver strategic solutions that boost performance and profitability. I excel at stakeholder management, user story creation, and acceptance criteria definition within Agile frameworks. I am proficient in SQL, Power BI, and Excel for data extraction, analysis, and visualization, and I've supported UAT coordination, data governance, and regulatory reporting across banking operations, KYC/AML, and claims domains. I enjoy collaborating with cross-functional teams to turn business needs into data-driven insights and KPI dashboards.

Vineetha

Hi, I'm Vineetha, a results-driven Business Analyst / Data Analyst with around 6 years of experience in the Banking and Insurance sectors, specializing in requirements gathering, process improvement, data analysis, and regulatory compliance. I bridge the gap between business and technology to deliver strategic solutions that boost performance and profitability. I excel at stakeholder management, user story creation, and acceptance criteria definition within Agile frameworks. I am proficient in SQL, Power BI, and Excel for data extraction, analysis, and visualization, and I've supported UAT coordination, data governance, and regulatory reporting across banking operations, KYC/AML, and claims domains. I enjoy collaborating with cross-functional teams to turn business needs into data-driven insights and KPI dashboards.

Available to hire

Hi, I’m Vineetha, a results-driven Business Analyst / Data Analyst with around 6 years of experience in the Banking and Insurance sectors, specializing in requirements gathering, process improvement, data analysis, and regulatory compliance. I bridge the gap between business and technology to deliver strategic solutions that boost performance and profitability.

I excel at stakeholder management, user story creation, and acceptance criteria definition within Agile frameworks. I am proficient in SQL, Power BI, and Excel for data extraction, analysis, and visualization, and I’ve supported UAT coordination, data governance, and regulatory reporting across banking operations, KYC/AML, and claims domains. I enjoy collaborating with cross-functional teams to turn business needs into data-driven insights and KPI dashboards.

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Experience Level

Expert
Expert
Expert
Expert
Expert
Intermediate

Language

English
Fluent

Work Experience

Business Analyst / Data Analyst at Wells Fargo Bank
February 1, 2025 - November 4, 2025
Collaborated with business users and IT to gather and document requirements for credit risk and loan origination modules. Developed BRDs, FRDs, and user stories aligning with compliance and underwriting standards. Created process maps and data flow diagrams; supported data profiling and validation via SQL queries; partnered with BI teams to design dashboards tracking loan approval rates, risk exposure, and SLA compliance. Managed UAT planning and validation activities and supported regulatory reporting and risk management functions.
Business Analyst / Data Analyst at Citibank
December 1, 2024 - December 1, 2024
Led requirements elicitation sessions for customer onboarding and compliance automation. Developed BRDs, Use Cases, and Process Flow Diagrams to capture data movement between KYC and AML modules. Conducted data mapping and SQL-based data reconciliation for regulatory reporting; assisted in Power BI dashboard creation for AML alerts and compliance metrics. Facilitated Agile ceremonies and defined acceptance criteria for UAT sign-offs; supported change management across global regions.
Business Analyst – Insurance Domain at TechM-Aetna Insurance
December 1, 2022 - December 1, 2022
Gathered and analyzed requirements for claims intake, processing, and adjudication modules. Created BRDs, process diagrams, and gap analysis documents for system modernization. Ensured alignment between business requirements and system functionality; validated data consistency across claims, policy, and customer datasets using SQL. Designed Excel-based dashboards to track claim volumes, turnaround times, and cost efficiency. Partnered with UAT to validate test cases and coordinate defect resolution.

Education

Master of Science in Management Information System at University of Houston-Clear Lake
January 11, 2030 - November 4, 2025

Qualifications

Add your qualifications or awards here.

Industry Experience

Financial Services, Professional Services