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Nikhil UdgataTechnical Project Manager

Nikhil Udgata

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Work History

Technical Project Manager

Nov 2025 – Present
FinBox 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 2025
LeadSquared (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 2024
Odessa 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 – 2020

SVKM’s NMIMS // Mumbai, India

B.Tech. in Computer Science

2015 – 2018

SVKM’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