Project Manager Power Bi

VISHAL JAGGA

Boston, MA • +1-970-***-**** • ******.*@**********.*** • LinkedIn

SUMMARY

Business Strategy Analyst and Project Manager with 7+ years of experience in leading cross-functional teams and delivering enterprise projects on time and within scope. Proven track record in driving operational efficiency, compliance initiatives, and large-scale reporting improvements. Skilled in Agile, Waterfall, and hybrid delivery models with expertise in stakeholder management, budgeting, and risk control. Adept at using J IRA, Confluence, and Power BI to manage project planning, execution, and reporting. WORK EXPERIENCE

Project Manager Jun 2025 – Present

Goldman Sachs Group Limited – New York City, NY

Led cross-functional strategic initiatives from planning to execution, driving a $5M compliance remediation project and aligning legal, risk, and operations stakeholders using JIRA and Confluence.

Transitioned from strategy analyst to project lead, overseeing modernization of trading workflows that improved operational efficiency by 30%, partnering with engineering and product teams.

Delivered firmwide liquidity reporting improvements by integrating business insights into dashboards using Tableau, enhancing decision-making for senior finance leadership.

Directed rollout of a global compliance portal for asset management, ensuring stakeholder alignment across regions and improving accessibility for 500+ users.

Spearheaded intake and prioritization process for capital projects using Power BI and Salesforce, improving visibility and strategic alignment across investment banking and risk teams.

Business Strategy Analyst Feb 2024 – May 2025

Charlton College of Business, University of Massachusetts Dartmouth – Dartmouth, MA

Evaluated financial outcomes of graduate finance programs using Excel models, driving course-level decisions that raised profitability by 15%.

Produced Power BI dashboards to display tuition revenue, enrollment flow, and cost metrics, increasing data accessibility for leadership.

Assessed competitive offerings from 15 institutions to inform pricing structure and value positioning of the MBA Finance program.

Constructed scenario-driven budget frameworks in Excel to measure potential impacts of enrollment variability and support planning cycles.

Compiled board-level summaries and performance reports using Excel and PowerPoint, ensuring alignment with accreditation and funding objectives.

Senior Business Analyst Sep 2021 – Dec 2023

Zentek Infosoft – Jaipur, India

Directed a cross-functional team of 6 analysts, developers, and QA specialists, driving delivery of loan origination modules within timelines, aligning business objectives with technical execution, and ensuring stakeholder satisfaction.

Gathered and analyzed requirements for a digital loan origination platform, translating business needs into functional specs using JIRA and Confluence.

Designed process flows, wireframes, and use cases for KYC, credit scoring, and approval workflows using Visio and Figma, ensuring RBI compliance and 40% reduction in manual effort.

Conducted data validation and analysis on financial datasets using SQL and Excel to support rule creation for credit risk scoring.

Developed Power BI dashboards to track KPIs like approval rates and default risk, improving underwriting efficiency by 25%. Business Analyst Jun 2018 – Aug 2021

Sigma Infosolutions Ltd. – Bengaluru, India

Led end-to-end business analysis for a Magento 2 eCommerce platform, gathering requirements, performing GAP analysis, and aligning solutions with business goals using Agile Scrum.

Collaborated with cross-functional teams to convert requirements into user stories and acceptance criteria using Jira; tracked progress via ClickUp dashboards.

Analyzed customer journey and checkout funnel using Power BI and SQL identified drop-off issues and drove a 15% increase in checkout conversion.

Created and maintained BRDs, FRDs, and user flows for 40+ user stories, improving backlog grooming and sprint planning efficiency by 30%.

Facilitated client workshops and demos, gathered feedback, and ensured early validation to reduce rework by 40%.

Integrated Magento KPIs with Azure Data Factory pipelines to automate ETL and reduce manual report effort by 90%.

Supported QA and UAT by validating features using test case matrices and data-driven scenarios, ensuring less than 5% defect leakage post- production.

SKILLS

Business Intelligence: Tableau, Power BI, Alteryx, Excel (PivotTables, Power Query), Google Analytics, Looker Tools & Platforms: JIRA, Confluence, Salesforce, MS Dynamics 365, Slate, PeopleSoft, ServiceNow Analysis & Modeling: SQL, Scenario Modeling, Cost-Benefit Analysis, KPI Tracking, SWOT Analysis, Root Cause Analysis Project Management: Agile (Scrum, Kanban), SAFe, SDLC, Waterfall, Hybrid Methodologies, UAT, BRD, FRD, SRS, RAID Logs, RACI Matrix Process Optimization: BPMN, Lean Six Sigma, Workflow Mapping, Operations Design, Value Stream Mapping Prototyping & UX: Figma, Balsamiq, Lucidchart, Visio, Adobe XD Cloud & Systems: Azure, AWS, Snowflake, SAP (S/4HANA), GitHub, GitLab, Windows/macOS/Linux EDUCATION

Master of Business Administration (MBA), Business Analytics University of Massachusetts Dartmouth – Commonwealth Honors College GPA: 3.93 / 4.00 • May 2025 Bachelor of Technology, Textile Engineering

Maharshi Dayanand University – Haryana, India GPA: 3.74 / 4.00 • May 2018

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