ABIGAIL SARFO
Glasgow
Summary
Strategic and results-oriented Business Analyst with a robust track record in advanced analytics, data visualization, and operational risk reduction within dynamic financial environments. Currently serving as an Operations Analyst at Morgan Stanley, leveraging data-driven insights to strengthen controls, enhance reconciliation accuracy, and support critical decision-making across global teams. Expertise in Power BI, SQL, and Excel facilitates the transformation of complex datasets into actionable business intelligence and process improvements. Recognized for a proactive problem-solving approach, strong stakeholder engagement, and a commitment to driving operational efficiency through predictive modeling, automation, and continuous improvement initiatives.
Overview
7
7
years of professional experience
Work History
Operations Analyst, Global Reconciliation Utility
Morgan Stanley
10.2025 - Current
- Support the daily operation of the firm’s Internal and External Reconciliation function.
- Perform daily quality assurance checks ensuring accuracy, completeness and compliance.
- Oversee offshore vendor performance and adherence to control standards.
- Execute UK Client Money and US Reserve calculations in line with FCA/SEC regulations.
- Perform ISGPO Margin reconciliations, reducing discrepancies and operational risk.
- Execute Equity FX trading, settlement and change-of-cost reconciliations.
- Drive process optimization, automation and continuous improvement initiatives.
- Deliver transformation programs using Power BI and Alteryx, improving reconciliation reporting, control robustness and reducing manual processing time.
Operations Analyst, Assert Services
Morgan Stanley
05.2024 - 10.2025
- Gathering, defined, and documented reporting requirements to support strategic decision-making.
- Developing and maintaining reports and dashboards using tools such as Power BI, Excel, and Alteryx.
- Led a team while supporting the onboarding of new hires by delivering training sessions and coordinating shadowing opportunities, resulting in faster adaptation and improved team performance.
- Led data-driven initiatives to identify and reduce corporate action risks (financial, regulatory, market).
- Enhance reconciliation processes, reducing errors and improving compliance.
- Partner with internal teams to streamline processes impacting client money and payment exceptions.
- Contribute to the firm's data governance and operations strategy through detailed analysis of event data.
- Project: Process Automation & Risk Reporting Project:
- Redesigned the daily risk monitoring process by replacing manual Excel VLOOKUP-based workflows with a Power BI dashboard.
- Built end-to-end Alteryx workflows to ingest, cleanse, join and filter internal and external data from multiple sources, improving data accuracy and processing efficiency.
- Integrated Alteryx outputs with Power BI to develop an interactive dashboard for daily risk oversight.
- Created visual tracking for:
- - Missed daily risk events by identifying key dates.
- - Events pending setups
- - Events received with complete vs incomplete information from agents
- Enabled my manager to proactively identify operational gaps, reduce manual effort, improve risk visibility, and saved time.
Business Analyst
Appointed LTD
06.2023 - 08.2023
- Used Power BI to perform an in-depth analysis of the sales pipeline, considering their market impact
- Sales-to-customer timeline, deals dropouts, sales cycle length, marketing channels, sales velocity, closed-won annual recurring revenue, win rates, annual contract value, opportunities won and activity performance.
- Used time-series prediction to forecast future sales volumes based on historical data, industry trends, and status of the sales pipeline.
- Analyzed test data to extract meaningful insights, identify trends, and support business improvements.
- Employed AutoML to automate the iterative process of machine learning model development, increasing efficiency and productivity. These predictive provided Appointed with actionable recommendations to enhance their sales pipeline efficiency, reduce deal dropouts, optimize sales cycles, increase win rates and annual recurring revenue.
- Build and maintained strong relationships with internal teams to enhance communication and alignment across departments.
Information Officer
Social Security National Insurance Trust
10.2020 - 11.2021
- Ensured the quality of critical data through effective management at the enterprise level, improving data accuracy by 20%.
- Supported in creating strategic data access policies & the design of analytics infrastructure, contributing to a 30% increase in data-driven decision making.
- Utilized data assets for risk management, regulatory compliance, and to support various business functions.
Project Support Officer
Glendale Groupe
09.2018 - 07.2019
- Assisted project manager and team in the production and maintenance of project plans
- Aided in project management planning, tracking and execution for various projects across functional teams
- Developed project delivery insight, challenges and investigated areas for improvement.
Education
M.Sc. - Business Analytics
University of Stirling
Stirling09.2023
Digital Marketing Strategies
University of Edinburgh
11.2021
B.Sc. - Marketing
University of Professional Studies, Accra
Accra08.2020
Skills
- Analytics & Business Intelligence
- Advanced Power BI (Data modeling, enterprise dashboards, automation)
- Data modeling and relational data architecture (SQL)
- Statistical analysis & predictive modeling
- Data visualization & storytelling for executive audiences
- Digital Transformation & Automation
- Microsoft Power Platform (Power BI)
- Alteryx
- Process automation & workflow optimisation
- Digital innovation strategy & implementation
- Change management & organizational adoption
- Strategic Leadership & Governance
- Executive communication
- Risk management & mitigation strategies
- Performance management & KPI development
Timeline
Operations Analyst, Global Reconciliation Utility
Morgan Stanley
10.2025 - Current
Operations Analyst, Assert Services
Morgan Stanley
05.2024 - 10.2025
Business Analyst
Appointed LTD
06.2023 - 08.2023
Information Officer
Social Security National Insurance Trust
10.2020 - 11.2021
Project Support Officer
Glendale Groupe
09.2018 - 07.2019
Digital Marketing Strategies
University of Edinburgh
B.Sc. - Marketing
University of Professional Studies, Accra
M.Sc. - Business Analytics
University of Stirling