As a seasoned Business Analyst and Project Manager with a strong foundation in Salesforce, I specialize in bridging the gap between business needs and technology solutions. At Wingate Group, I leverage my analytical skills and project management expertise to drive successful CRM implementations and optimize business processes for clients across diverse industries.With a passion for problem-solving and a commitment to delivering results, I have successfully managed projects from inception to completion, ensuring alignment with business objectives and stakeholder expectations. My experience spans the entire project lifecycle, from requirements gathering and process mapping to execution and post-implementation support.I am proficient in analyzing complex data sets, defining business requirements, and translating them into actionable technical specifications. Whether it's developing dashboards to monitor key performance metrics or leading cross-functional teams to deliver on time and within budget, I thrive in dynamic environments where I can make a tangible impact.
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Program Manager, Founder'S OfficeRealfastMumbai, Mh, In
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ConsultantWingate Group Nov 2022 - PresentRemoteWingate Group is a team of strategists & developers helping enterprises across North America realize the full potential of Salesforce. Our group provides implementations, integrations & builds to clients seeking to redefine how they engage with their customers. Wingate Group is a Salesforce Certified Consulting Partner with cross-industry expertise. Our group has successfully completed projects in diverse industries, including:- Electric, Gas & Renewable Energy- Healthcare & Life Sciences- Home Building & Real Estate- Financial Services & Insurance- Technology & SaaSWe have the expertise needed to plan and execute your most ambitious IT projects. -
Teaching AssistantNortheastern University May 2022 - Aug 2022Teaching Assistant for Prof. John Wilder at Northeastern University for CS5004: Object Oriented Design. -
Data Analyst Co-OpBmo Financial Group Sep 2021 - Apr 2022Canada- Extracted data using SQL while performing several complex joins to aid in business decision making and creation of dashboards- Processed and Cleaned data using Python and SQL to summarize the data and use it with PowerBI- Created and published 2 dashboards using over 10 different data sources on PowerBI for a business team to help them monitor credit risk and operational risk on a regular basis- Documented process of extracting, processing, creation and updation of dashboards- Updated dashboards as per client requirements on a regular basis -
Project ManagerZilingo Feb 2020 - Jan 2021- Maintain relationships with several clients, lending partners & banks while leading the India Financial Services business- Design customized financial products for different clients with insights from clients & sales representatives to achieve revenue targets consistently- Initiated & developed relationships with 4 lending partners to help provide financial products to a wide customer base by using a co-lending model- Collaborate with various teams to assure that they are working in cohesion to efficiently deliver a - Led the Business Intelligence team for all services to analyze and report important metrics and reports to senior management -
AnalystZilingo May 2019 - Feb 2020Mumbai, Maharashtra, India
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Business AnalystMorgan Stanley Jul 2017 - May 2019Greater New York City Area/ Budapest, Hungary- Lead & execute change the bank and run the bank initiatives for multiple Operational Risk Department (ORD) applications and programs that are used firm wide for due diligence and risk management. Programs and applications include the Issues and Actions Tracking module within OpenPages, Reference Data Change Management application, Taxonomy Change Management process, Operational Mapping application and a new Regulatory Self-Assessment module within OpenPages- Document business requirements for reports and system enhancements which require liaising withBusiness Stakeholders and Technology partners- Lead and create user acceptance test plans and production test plans using multiple Excel functions- Provide support for multiple applications which requires troubleshooting user issues and beresponsible for training efforts- Responsible for maintaining proper training materials and procedure documentation for allapplications using MS Excel & other tools. -
Business Analyst - Co-OpMorgan Stanley Jan 2016 - Jun 2016Greater New York City AreaPart of Operational Risk team which supports strategic infrastructure initiatives:-Define and produced future state of technology for operational risk-Test applications and assist with UAT for technology enhancements-Provide and support reporting mechanisms to enable monitoring firm policy procedures
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Web Business AnalystMfs Investment Management Jan 2015 - Jun 2015Greater Boston Area-Cooperated with developers and helped translate functionality requirements-Understood client's business requirements and converted them into functional specifications-Wrote high level test plans and manual test cases, and utilized these documents to test applications-Ensured clients receive a positive end product-Created and maintained proper training materials and business documentations-Worked on various other Ad-hoc projects related to software upgrades. -
Management Trainee - Capital Markets DepartmentHdfc Bank May 2014 - Jul 2014Mumbai Area, IndiaCapital Markets Trainee- Read and reviewed three training modules by the National Stock Exchange of India (NSE) in order to gain an understanding of the capital markets- Analyzed the newly legislated Foreign Portfolio Investors Act (FPI) which is a unified scheme to invest in India’s secondary stock market- Created PowerPoint presentations highlighting FPI’s business potential to senior management teams- Assisted manager in recommendations to senior bankers to pursue clients for services such as FOREX accounts, Registration of FPIs, Custodian of Securities and Designated Banker Service
Saurav S. Education Details
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3.97/4.00
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Accounting And Finance
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Oberoi International SchoolIbdp
Frequently Asked Questions about Saurav S.
What company does Saurav S. work for?
Saurav S. works for Realfast
What is Saurav S.'s role at the current company?
Saurav S.'s current role is Program Manager, Founder's Office.
What schools did Saurav S. attend?
Saurav S. attended Northeastern University, Northeastern University, The London School Of Economics And Political Science (Lse), Oberoi International School.
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