Faraz Khalid
London
Summary
Business Analyst with experience in financial services technology, delivering improvements across CRM workflows, reporting tools, and cross-team processes. Proficient in Microsoft Dynamics 365, Power BI, Jira, Smartsheet, SQL, and Excel. Skilled in gathering requirements, managing backlogs, and coordinating with stakeholders to enhance data accuracy and system efficiency. Strong in Agile delivery, UAT planning, and user-focused solution design.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work history
Business analyst
Raymond James Investment Services
London
08.2023 - Current
- Cleared a backlog of over 100 Power BI reporting issues, organising workshops, prioritising fixes, and coordinating with stakeholders and technical teams until the backlog was reduced to nearly zero restoring trust in dashboards used for client reporting and leadership decisions.
- Partnered with stakeholders across Compliance, Finance, Training, and Department Heads to gather and document CRM (Microsoft Dynamics 365) requirements, translating them into user stories and acceptance criteria in Jira.
- Introduced Smartsheet as a request-tracking tool across departments, improving transparency, reducing duplication, and aligning priorities.
- Ran stakeholder workshops and solution discussions to uncover issues, evaluate options, and drive faster CRM and reporting tool adoption.
- Enhanced Power BI reporting by validating calculations and business logic with stakeholders, reducing errors and enabling faster access to reliable data.
- Managed end-to-end issue tracking in Jira, improving communication, visibility, and delivery timelines across teams
Finance assistant
Mandarin Oriental Hotel
Knightsbridge, City of Westminster
07.2022 - 12.2022
- Managed the delivery of revenue reports (daily, weekly, monthly) for senior management and head office, ensuring data accuracy across multiple revenue streams (Rooms, F&B, Spa, and Other).
- Audited financial transactions including allowances, voids, and paid-outs, investigating discrepancies and escalating anomalies to maintain financial controls.
- Analysed multi-department revenue trends and performance metrics, contributing to more accurate forecasting and improved financial transparency.
- Supported internal compliance by maintaining well-organised archives of financial documents and streamlining document retrieval processes.
Education
Bachelor of Science - Computer Science
University of Northampton
Northampton 09.2017 - 09.2020
Master of Science - Investments
University of Birmingham
Birmingham 09.2021 - 09.2022
Skills
- Power BI
- Jira & Confluence
- Microsoft Dynamics 365 CRM
- SQL & Excel
- Smartsheet
- Requirements Gathering
- UAT & Testing
- Agile / Scrum Delivery
- Stakeholder Communication
- Process Improvement
Languages
English
Native
Urdu
Upper intermediate
Chinese (Mandarin)
Elementary
Certification
- CISI: Introduction to Securities and Investments
- CompTIA A+
- Microsoft Azure Data Fundamentals
Affiliations
- Tennis
- Mandarin
Timeline
Business analyst
Raymond James Investment Services
08.2023 - Current
Finance assistant
Mandarin Oriental Hotel
07.2022 - 12.2022
Master of Science - Investments
University of Birmingham
09.2021 - 09.2022
Bachelor of Science - Computer Science
University of Northampton
09.2017 - 09.2020
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