TECHNICAL SKILLS:

Salesforce Configuration: Standard Object Configuration Contacts, Leads, Accounts, Opportunities, List Views, Custom Object Development Field creation, Page layout creation/editing, role hierarchies, sharing models, Workflow time - dependent actions, email alerts, field updates, and task creation. Reports, Dashboards, Formula Fields, overall user management, Security and Sharing Model, Document and email templates.

Tools: JIRA, Confluence, MS Excel, MS Word, MS Visio

Process Methodologies: Agile, Waterfall

PROFESSIONAL EXPERIENCE

Confidential, Chicago, IL

Salesforce Business Analyst

Responsibilities:

• Facilitate collaborative discussions with the business to collect functional and non-functional requirements relating to the Salesforce Partner Community enhancement and initiatives.
• Involved in assisting the Project Manager in planning, scheduling, and controlling projects based on schedules and requirements outlined by the business.
• Create user stories and translate them to technical specifications - System Requirements Document which includes outlining new custom objects, assigning fields, designing page layouts, custom tabs and components.
• Create data flow diagrams and process flow diagrams to facilitate better system understanding
• Facilitate sessions with the development team actively involving them during the requirements analysis stage
• Assist with project implementation and control monitoring process related to quality assurance (QA) and user assisted testing (UAT)
• Created and deployed several reports for different user profiles based on the need of the user
• Designed different custom dashboards for various user groups based on their business functionalities
• Designed various types of email templates and chatter notifications for auto response to customers.
• Create training material and conducted internal training sessions for business users on Salesforce technology functionalities
• Involved in the successful migration (writing test scripts, conducting UAT, production shakeout) from Salesforce Classic to Salesforce lightning framework.
• Provide 2nd tier support for partner user related issues.

Confidential

Lead Analyst

Responsibilities:

• To monitor and validate positions from which we are due to receive or pay coupon/dividend to clients
• Organizing calls with the market agents/clients to discuss payments.
• To closely monitor balances and assign them to relevant teams.
• Respond to Internal and External inquiries and questions from Clients and providing solutions
• To handle day to day work challenges confidently, adjusting to multiple demands, shifting priorities, ambiguity and rapid change
• To co-ordinate between different teams to resolve discrepancies in positions
• Played a role as a mentor to train the new hires individually and on the Job training experience

Confidential

Senior Portfolio Accounting Analyst

Responsibilities:

• Monitoring and Quality checking Account Reconciliations for Counterparties and ensuring client reports are delivered on a timely and error free manner.
• Mitigating the risk involved in the business activities through thorough investigation, developing control points and developing checklists.
• Review and analysis of corporate action posting. Capture CA events proactively and make necessary adjustments to report accurate NAV.
• Process raw data to arrive at meaningful conclusions and to accomplish client requirements.
• Conducted numerous training sessions, technical and non-technical as a step towards developing the core strength of the team.

Confidential

Senior Process Associate

Responsibilities:

• Creating, Renewing, Terminating Agreements and customer contracts.
• Run Expiration reports to identify expired Contracts/Projects monthly and inform business
• Receive approval for the renewal from the business and the amended documents from the customers.
• Revision and reactivation of Contract/Project in the system based on inputs received.