Shailendra Rawal

Experienced Project Management Professional with 13+ years in project planning, business analysis, Agile delivery, and project coordination across the Insurance and Financial Reporting domains. Skilled in requirements elicitation, BRD/FRD/SRS documentation, stakeholder management, UAT, SDLC, Agile/Scrum, Jira, and AI-assisted documentation, with a proven ability to deliver high-quality business solutions and successful project outcomes.

Project Manager (Business Analyst) - Triqy Solutions by 3Dots Analytical and Research Solutions Pvt Ltd - Indore, MP

(2022-01 - 2026-06)

• Conducted detailed requirements analysis by engaging insurance stakeholders and end-users to identify pain points and define system requirements.
• Led requirement gathering workshops and documented BRD, FRD, SRS, and Use Cases to ensure clear business and technical alignment.
• Facilitated Agile Scrum ceremonies and managed Jira Epics, user stories, backlogs, bug tracking, and workflows to ensure timely project delivery.
• Led end-to-end delivery of insurance and annuity projects, managing scope, timelines, and stakeholder expectations.
• Gathered, analyzed, and documented business, functional, and non-functional requirements through stakeholder collaboration.
• Collaborated with development, QA, and business teams throughout the SDLC (Agile & Waterfall), integrating APIs for seamless data exchange between annuity platforms, payment gateways, and feed generation systems.
• Implemented workflow automation for insurance services, reducing manual intervention and enhancing operational efficiency.
• Responsible for daily data updates based on client requirements and performing quality assurance (QA) to ensure accuracy and consistency on the final front-end tool.
• Coordinated UAT to validate insurance and annuity system functionality, ensuring accurate policy, payment, and data processing.
• Designed and optimized workflows for Fixed, Variable, Indexed, and RILA insurance products and services.
• Developed dashboards and reporting solutions for real-time access to policy, payment, and application information.
• Utilized AI-powered tools, including Microsoft Copilot, to streamline requirement analysis, automate documentation, and improve overall project efficiency and productivity.
• Led and mentored a team of 10 members, managing task allocation, execution, and delivery performance.
• Successfully led the migration of a legacy application to a Ruby on Rails (RoR) platform, managing schema validation, table mapping, data transformation, and data integrity verification to ensure a seamless transition.

Team Lead - Emorphis Software Technologies Solution Pvt. Ltd - Indore, MP

(2016-04 - 2022-01)

• Led a 7-member team, assigned and tracked daily deliverables, improving performance and sustained productivity.
• Collaborated with cross-functional teams to streamline workflows, enhance data quality, and configure systems per business requirements.
• Coordinated with clients and stakeholders to ensure accurate annuity data management and successful project delivery.
• Conducted AS-IS/TO-BE analysis, identified gaps, implemented process improvements, and developed KPIs to drive continuous efficiency gains.
• Managed U.S. SEC filings (Forms 485BPOS, 497) and annuity data/payments, ensuring regulatory compliance and data integrity.
• Managed end-to-end annuity operations across Variable, Indexed, Fixed, and RILA products.
• Developed financial analyses, dashboards, and short-term models supporting US GAAP reporting, data-driven decisions, and resolving client issues.
• Prepared analytical reports, sales dashboards, and research insights to support data-driven decision-making and business strategy.
• Successfully led the migration of data from a legacy ASP.NET application to a Ruby on Rails (RoR) platform, ensuring data integrity, seamless transformation, and uninterrupted business operations.
• Delivered short-term financial modeling projects, managing enhancements, minor redevelopment initiatives, and timely implementation of business requirements.

Financial Analyst - Edgar E-filing Solutions Pvt Ltd - Chennai, TN

(2013-10 - 2016-03)

• Scrutinized financial documents of U.S.-based companies registered under the U.S. Securities and Exchange Commission.
• Prepared all primary financial statements, including Balance Sheet, Statement of Income, Cash Flow, and Shareholder's Equity Statement, in accordance with SEC compliance.
• Specialized in various types of disclosure reporting by public companies.
• Worked on 10-K (Annual), 10-Q (Quarterly), 20-F, S-1, and Amendment Reports for all companies, per US-GAAP taxonomy.
• Ensured client satisfaction through timely last-minute edits prior to filing with the U.S. Securities and Exchange Commission.

Business Analyst - Marketmagnify Global Research - Indore, MP

(2012-12 - 2013-09)

• Prepared daily sales and profit reports to support strategic decision-making.
• Advised clients on informed investment decisions based on research conducted by fund managers.
• Achieved monthly turnover targets by implementing effective sales strategies.
• Executed trade-related Equity and F&O orders on behalf of clients.

Master of Business Management - MBA - Jayawant Institute of Management Studies (2010 - 2012)

Bachelor of Business Management - BBA - P.M.B. Gujarati Commerce College (2007 - 2010)