Sarita Sharma
Senior Business Analyst | Automation | Digital Transformation
Mumbai
Summary
Senior Business Analyst with 11+ years of experience in financial services and pension administration. Skilled in business analysis, process automation, and digital transformation. Adept at translating complex workflows into clear requirements and functional specifications, and collaborating with cross‑functional teams to deliver scalable, efficiency‑driven solutions.
Overview
12
12
years of professional experience
Work History
Senior Digital Analyst
Aptia (formerly Marsh McLennan / JLT)
02.2024 - Current
- Designed end‑to‑end digital self‑service journeys enabling users to complete pension‑related tasks without manual intervention, improving efficiency and experience.
- Translated business requirements into detailed functional specifications, workflows, and logic for development and engineering teams.
- Defined user journeys, functional flows, and system interactions to create seamless and intuitive product experiences.
- Led end‑to‑end user research, synthesizing insights into design strategies and experience frameworks.
- Designed complex user flows, wireframes, and high‑fidelity prototypes that informed scalable digital solutions.
- Collaborated with UX designers, product managers, and developers to align design feasibility, user needs, and technical constraints.
- Conducted usability testing and iterative validation to refine designs and enhance the overall user experience.
- Guided implementation of accessibility standards, UX best practices, and contributed to the evolution of the design system.
- Presented design rationale to stakeholders and leadership, ensuring alignment with product goals, business KPIs, and user needs.
Assistant Manager
Aptia (formerly Marsh McLennan / JLT)
04.2019 - 02.2024
- Led operational delivery of critical pension administration processes within a regulated UK pension environment.
- Supervised a team of 6 analysts managing investment and disinvestment operations.
- Identified and implemented process improvement initiatives, delivering approximately 5 FTE efficiency savings.
- Worked closely with senior management and automation teams on transformation initiatives.
- Administered daily operations for UK pension schemes, maintaining accurate member records and scheme data.
- Delivered high‑quality service by handling enquiries from members, employers, trustees, and IFAs.
- Managed pension transfers, preparing calculations, documentation, and supporting evidence.
- Ensured adherence to scheme rules, UK pension regulations, and governance standards.
- Prepared reports and audit-ready documentation while supporting trustees and internal stakeholders with accurate scheme data.
- Directed the migration of a critical process to India, redesigning workflows and automating controls to improve data accuracy, reduce manual effort, and prevent processing errors and payment inaccuracies.
Senior Business Analyst – Automation (RPA)
Aptia (formerly Marsh McLennan / JLT)
11.2016 - 04.2019
- Led end‑to‑end process analysis and defined requirements for automation projects, translating manual workflows into clear RPA‑ready logic.
- Designed detailed process maps, exception flows, and future‑state journeys in Visio to enable accurate, scalable robotic development.
- Liaised between business stakeholders and RPA developers, aligning requirements, validating feasibility, and ensuring shared understanding.
- Facilitated requirement walkthroughs, resolved ambiguities, and managed changes throughout the automation development lifecycle.
- Owned process outcomes, driving automation delivery from scoping and design to implementation and go‑live.
- Identified bottlenecks, risks, dependencies, and blockers through comprehensive end‑to‑end assessments.
- Authored BRDs and presented insights to senior management, guiding stakeholders through proposed automation designs and improvements.
- Developed training materials, SOPs, PCWs, and operating manuals; conducted staff training to ensure smooth adoption of automated workflows.
- Performed routine audits, implemented quality‑assurance procedures, and delivered audit reports to maintain process integrity and compliance.
Business Administration – Pension Operations
Aptia (formerly Marsh McLennan / JLT)
05.2015 - 10.2016
- Administered day-to-day operations of UK pension schemes, ensuring accurate maintenance of member records, policies, and scheme data.
- Calculated and processed pension benefits, including retirement quotes, early leaver benefits, transfers, death benefits, and cash lump-sum payments.
- Delivered high-quality customer service, responding to over 50 daily inquiries from members, employers, trustees, and IFAs via email and written communication.
- Processed incoming and outgoing pension transfers, preparing calculations, documentation, and supporting evidence for seamless scheme transitions.
- Ensured all pension administration activities complied with scheme rules, UK regulations, and governance standards set by the Pensions Regulator.
- Performed financial administration tasks, including contribution processing, investment/disinvestment activities, and related reconciliations.
- Initiated and conducted training programs to support team capability enhancement and calibration.
Pension Executive
Capita India Pvt Ltd
01.2014 - 01.2015
- Calculated pension benefits and prepared member benefit illustrations.
- Provided customer support for pension-related queries.
- Participated in process improvement initiatives within pension operations.
- Provided efficient customer service and handled challenging situations.
Education
Bachelor of Management Studies -
Mulund College of Commerce
01-2014
H.S.C - undefined
Maharashtra Board
01-2011
S.S.C - undefined
Maharashtra Board
01-2009
Skills
- Business Analysis
- Requirement Gathering
- Business Requirement Documentation (BRD / FRD)
- Process Mapping & Optimization
- Robotic Process Automation (RPA)
- Digital Transformation
- Stakeholder Management
- User Journey Design
- Automation Workflow Design
- Advanced Microsoft Excel
- VBA Automation & Macro Development
Key Achievements
- Developed multiple VBA-based automation tools for customer support request logging, eliminating manual tracking and improving request processing efficiency.
- Designed a request-to-RPA automation tool that captures service requests and automatically routes them to RPA bots, removing human intervention in the processing workflow.
- Built a cashflow tracking tool to monitor payments, returns, and reconciliation, improving financial visibility and accuracy.
- Created a report publishing automation tool that reduced reporting turnaround time by 50% while improving data accuracy.
- Developed data processing utilities in VBA to clean, transform, and structure operational data for faster business reporting and analytics.
Timeline
Senior Digital Analyst
Aptia (formerly Marsh McLennan / JLT)
02.2024 - Current
Assistant Manager
Aptia (formerly Marsh McLennan / JLT)
04.2019 - 02.2024
Senior Business Analyst – Automation (RPA)
Aptia (formerly Marsh McLennan / JLT)
11.2016 - 04.2019
Business Administration – Pension Operations
Aptia (formerly Marsh McLennan / JLT)
05.2015 - 10.2016
Pension Executive
Capita India Pvt Ltd
01.2014 - 01.2015
H.S.C - undefined
Maharashtra Board
S.S.C - undefined
Maharashtra Board
Bachelor of Management Studies -
Mulund College of Commerce