Surabhi Bagwe

Experience

• 

  Nirvan Capital Advisors

  Jul 2019 - Feb 2020

  Financial Analyst

  • Developed comprehensive financial models and crafted investor pitch decks for fund-seeking organizations and startups, providing strategic insights to secure funding.• Acted as a liaison and negotiator with bankers, successfully executing loan agreements and facilitating financial transactions.• Authored content for registering startups under various government initiatives, ensuring compliance, and maximizing benefits.• Interviewed and trained interns, contributing to their professional development and enhancing team capabilities. Show less

• 

  Morningstar

  Mar 2020 - now

  • Lead and manage a team, analyzing data collection quality and devising continuous improvement strategies to enhance data integrity.• Conduct process health assessments, ensuring seamless integration of data collected by the Diagnostic Approach into our systems.• Collaborate with engineers to develop and test new logic/checks, ensuring high standards of accuracy and effectiveness.• Propose innovative ideas for new checks to further improve data quality and operational efficiency.• Oversee the planning, execution, and completion of projects, aligning with organizational goals and timelines.• Allocate resources effectively, manage project risks, and ensure timely delivery of deliverables.• Monitor team performance, set clear performance goals, and conduct regular performance reviews.• Identify and resolve issues and roadblocks that may impede project progress or team performance. Show less • Performed independent audits of Industry Specific Metrics data points, ensuring completion within committed timelines, and maintaining high data integrity.• Led equity data audit sprints from initiation and planning through execution and reporting, creating detailed timelines, and adhering to schedules. Drafted comprehensive audit reports.• Coordinated effectively with operations teams to align on detected errors and implemented corrective actions.• Maintained clear and effective communication with equity data operations teams to understand project requirements, audit frameworks, and principles.• Developed and implemented a training plan, successfully onboarding and training new team members to ensure consistency and quality in processes. Show less • Conducted independent audits of key financial data points, including Total Revenue, EBITDA, and Enterprise Value, ensuring accuracy and adherence to timelines.• Led equity data audit sprints, overseeing the entire process from initiation, and planning to execution and reporting, delivering comprehensive audit results.• Identified and analyzed data quality issues and root causes during audits, implementing corrective actions to enhance data integrity.• Facilitated retrospective meetings, actively sharing insights, and contributing innovative ideas for continuous process improvement. Show less

  • Team Lead

    Jul 2023 - now

  • Senior Data Quality Analyst

    Jan 2023 - Jul 2023

  • Data Quality Assurance Analyst

    Oct 2021 - Jan 2023

  • Associate Quality Assurance Analyst

    Mar 2020 - Sept 2021