Nikhil Udgata
Work History
Technical Project Manager
Nov 2025 – PresentFinBox Bengaluru (BLR), India
- Own end-to-end product delivery, operational execution, and roadmap planning of B2B digital lending journeys, risk decisioning engines, and API integrations.
- Establish and monitor transaction volumes and status tracking dashboards using Grafana and SQL; resolved API/webhook drops to cut disbursement failure rates by 15%.
- Coordinate sprint backlog items in JIRA, run daily standups, and scope technical roadmaps across cross-functional engineering, compliance, and product pods.
- Designed and deployed an internal JIRA commit analysis tool utilizing a RAG-based LLM structure to automate release note summaries.
Senior Business Analyst
Nov 2024 – Oct 2025LeadSquared (LSQ) Bengaluru (BLR), India
- Complex Multi-Entity Architecture: Lead end-to-end implementations for large-scale customers, focusing on consolidated reporting, intercompany complexities, and high-volume entity management.
- Technical Advocacy & Gap Resolution: Identify technical platform gaps for enterprise-level customers and work directly with Engineering teams to develop and implement resolutions.
- End-to-End Onboarding Management: Orchestrate all attached product onboardings and lead comprehensive employee education sessions to ensure high adoption and value realization.
- Strategic Service Evolution: Partner closely with Senior Leaders in Service Delivery and Strategy to identify areas of customer friction to supply documented recommendations on product improvements and service workflows.
- On-the-Ground Consultation: Provide high-touch, “white-glove” assistance directly within customer business offices when necessary to drive successful outcomes.
- Managed requirements scoping and customer lifecycles for HIPAA-compliant healthcare CRM product deployments, and spearheaded a RAG-based document search integration that improved CSAT scores by 15%.
Business Analyst & Associate BA
May 2020 – Oct 2024Odessa Technologies Bengaluru (BLR), India
- Managed multi-million dollar asset finance software implementations for Tier-1 global enterprise clients under strict IFRS/GAAP schemas.
- Reviewed change requests, authored functional specifications, and integrated Random Forest classification ML models to evaluate lease default risk (reducing credit losses by 40%).
- Automated daily general ledger and sub-ledger reconciliation loops using optimized T-SQL scripts, saving accounting teams 8+ manual hours weekly.
- Led auto finance origination workflow automations that reduced loan/lease processing times by 25%.
Education
MBA in Finance
2018 – 2020SVKM’s NMIMS // Mumbai, India
B.Tech. in Computer Science
2015 – 2018SVKM’s NMIMS // Mumbai, India
Skills
Analytics
Product AnalyticsCohort AnalysisKPI TrackingFunnel OptimizationsCustomer LifecyclesData Diagnostics
Operations
Product DeliveryRoadmap PlanningJira StoriesStandupsAgile ExecutionProcess MappingGL Reconciliation
Technology
SQL (T-SQL/Postgres)PythonPower BIRAG SystemsLlamaIndexGrafanaAPI IntegrationsWebhooksGit
Credentials
CFA Level 1 Passed
CFA Institute (L2 Candidate)
Data Science Honors
WorldQuant University