Yash Kulkarni

Business Analyst

Global PayEx Technologies Pvt. Ltd. |Jan 2025 – Present (Intern → Business Analyst)|Total Experience: 1 year.

Banking (JPM PACT), hospitality (ITC Hotels), and manufacturing (Atomberg) clients, focusing on data reporting, operational analytics, and automation.

Business Reporting and Dashboards

• Designed and maintained business reports and dashboards for operations development and management review.
• Partnered with senior analysts and stakeholders to define KPIs, metrics, and reporting logic used in executive decision-making.
• Built Excel and BI-based dashboards to track invoice status, payment flows, reconciliation outcomes, and exception handling.
• Ensured reports were accurate, standardized, and repeatable across teams.

Data Quality and Accuracy

• Owned data validation and cleansing workflows across multiple systems, including PDFs, Excel trackers, and backend databases.
• Defined and enforced data definitions, naming conventions, and field mappings for invoices, merchants, and transaction records.
• Identified data inconsistencies (duplicate mappings, missing fields, incorrect joins), and worked with tech teams to resolve root causes.
• Handled sensitive financial and merchant data in line with internal security and compliance standards.

Process Improvement and Automation

• Documented AS-IS and TO-BE process flows for reporting, reconciliation, and document validation pipelines.
• Identified gaps and inefficiencies in existing workflows, and proposed automation-driven improvements.
• Ensured that changes to business-critical processes were implemented with minimal operational disruption.

Cross-Functional Collaboration.

• Worked closely with the sales, operations, and engineering teams to understand workflows and reporting needs.
• Converted complex operational data into clear, actionable insights for non-technical stakeholders.
• Actively tracked and managed production incidents and Jira tasks, ensuring timely resolution and clear communication.

PROJECT EXPERIENCE (CLIENT-FOCUSED)

JPMorgan – PACT

• Supported reporting and issue analysis for cross-border transaction processing and regulatory flows.
• Analyzed invoice and document status mismatches, identifying root causes where records were not pushed to downstream systems.
• Created structured trackers and dashboards for production incidents, pending invoices, and reconciliation status.
• Assisted in Change Requests (CRs) by documenting process flows, reporting impacts, and data dependencies.

ITC Hotels – ERP and Payment Integration.

• Supported reporting and data validation for ERP and credit card payment integrations.
• Built Excel-based trackers to monitor testing status, reconciliation outcomes, and rollout readiness.
• Analyzed payment and settlement data to identify risks during financial closing cycles.
• Translated raw operational data into summarized insights for management discussions.

Atomberg – Reconciliation and Data Validation

• Worked on invoice, credit note, and deduction reconciliation logic.
• Analyzed cases where documents lacked complete information, and supported resolution workflows.