Salesforce Business Analyst Resume
Tampa, FL
SUMMARY
- 3+ years of diverse experience as a Business Analyst in Banking / Finance and Healthcare domain and 1+ year in Salesforce, maintaining a cutting edge of technical and management skills with up - to-date industry knowledge, including areas of core competencies as a Salesforce Administrator and Business Analyst; along with Data Validation and Utilities, Analytics, Sales, Marketing and Support Administration
- Understanding of full Software Development Life Cycle (SDLC) including requirements gathering, analysis, design, implementation, testing and deployment.
- Experienced working in software engineering methodologies like AGILE SCRUM/Kanban and waterfall.
- Proficient in Technical and Business Writing, Business Process Flow, Business Process Modeling Reporting and Testing.
- Experienced in developing user stories from requirements and working with Solution Architects and Key Business Stakeholders in requirements gathering sessions, story vetting, spring planning meetings
- Organized Requirements Gathering and Joint Application Development (JAD) sessions with IT Groups and with Project team members.
- Conducted GAP Analysis, reviews of Impact Analysis and SWOT analysis. Analyzed and created Use cases, Use Case Diagram, Business Flow Diagrams using MS Visio.
- Extensive experience working on MS Project, MS Visio, Excel, Power Point, Word, Access and Outlook. Experience in making screen mockups and wireframes.
- Experience in Web Analytics. Technical Knowledge in Site Catalyst and Google Analytics.
- Experience in working with Salesforce.com sandbox and production environments.
- Involved in migration from Salesforce Classic to Lightning Experience, with Reports and Dashboards automatically viewable and inheriting all Permissions and Sharing Settings defined in Salesforce Classic.
- Experienced in creating Custom Objects, Fields, tabs, Reports, Analytic Snapshots and Dashboards to achieve complex business functionalities.
- Worked with Profiles, Permission Sets, Roles in salesforce. Worked with Workflow rules, Process Builder, Validation Rules, etc.
- Familiar with standard objects in Sales & Service Cloud and worked with implementation of app exchange products, integration with external legacy on-premise systems.
- Facilitated Change Management across entire process from Project conceptualization to Testing through Project Delivery, Software Development and Implementation Management in diverse Business and Technical Environments.
- Tracking and Managing the Requirements using Requirement Traceability Matrix (RTM) that controls numerous artifacts produced by the teams across the deliverables for a project.
- Experience in conducting User Acceptance Testing (UAT) and Unit testing.
- Analyzed the existing system and business process flow by understanding present business rules and conditions.
- Excellent analytical & problem-solving skills and a team player with strong interpersonal and communication proficiency and a team-oriented individual with excellent interpersonal, planning, coordination, and problem-solving skills.
TECHNICAL SKILLS
Operating Systems: Windows, OS X, Windows Server, Linux
Salesforce: Workflow rules, Process Builder, Data Loader, Approval Processes, Assignment Rules, Cases, Queues, Validation Rules & Formulas, Dashboards, Reports, Analytic Snapshots, Custom objects, Custom fields, Profiles, Permission Sets, Roles, Territories
Office Suites & Other: Microsoft Office (Word, Excel, PowerPoint, Outlook), MS Visio, Paint, Adobe Acrobat.
Project / Test / Document Management: MS Project, Microsoft Azure, Rally, Jira, HP Quality Center / Application Lifecycle Management (QC/ALM), MS SharePoint
Database: SQL, MS Access, Oracle, SQL Server
Methodologies: AGILE SCRUM / KANBAN, Waterfall
PROFESSIONAL EXPERIENCE
Salesforce Business Analyst
Confidential, Tampa, FL
Responsibilities:
- Used Agile methodology to understand the existing system and the current business process and methods to identify deficiencies and areas for improvement and enhancement
- Performed GAP Analysis by creating AS-IS and TO-BE documents to identify the potentials of the improved system.
- Conducted requirement walkthroughs to understand the benefits of the system.
- Created and maintained User Stories by interviewing the business users to communicate the requirements to development and testing teams.
- Responsible for documenting user stories, business rules, workflow diagrams and business process modeling (BPM) for the proposed functionality.
- Collaborated with the development team and making prototypes to help the developers understand basic UI design concepts so that special requirements can be conveyed to the Development team.
- Worked as a Scrum Master in the burn-down chart, task board updates and Product Backlog Reconciliation.
- Facilitated Scrum meetings, Daily Stand-up, Sprint Planning, Backlog Grooming, Epic and Story Estimation, Sprint Review and Demo, and Retrospective.
- Participated in Agile scrum ceremonies like Planning Poker Sessions for a consensus of LOE.
- Created Users, Roles, Public Groups and implemented Role hierarchies and Record level permissions to manage sharing access among different users on marketing cloud of SFDC
- Designed and deployed workflows, validation rules, Approval Processes and Auto-Response Rules for automating business logic with Sales and marketing cloud on salesforce.com
- Added new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.
- Created various Reports and Dashboard to assist managers to better utilize Salesforce.
- Reviewed Test case, Test data and Test Scenario to make sure testing should perform properly.
- Performed Defect Triage meetings and Coordinate with business, system, developments departments to resolve the severe defects.
- Closely monitored the Testing, Performed Smoke tests, Facilitated UAT Sessions, SIT Sessions, worked on defect life cycle using Microsoft Azure DevOps.
- Actively participated in Postproduction Validation (PPV) and handled issues appropriately.
Environment: Salesforce.com: Sales & Service Cloud, Agile Scrum Methodology, MS Office Suite, Microsoft Visio, MS SQL Server, Data Loader, Salesforce Accelerator for Capturing stories and defects, Microsoft Azure DevOps.
Business Analyst
Confidential, Houston, TX
Responsibilities:
- Played key role in System Development Life Cycle (SDLC) Process consisting of: Design and Gap Analysis, Business Requirements, Systems Requirements, Test Criteria and Implementation to have the outputs of project dealt with the automation of correspondence directed to Insurance policy owners.
- Involved in requirement gathering and database design and implementation
- Enhancing supporting documentation (policies, frameworks, standards, methodologies, and modeling documents) to demonstrate compliance with the Basel II Accord.
- Facilitated Joint Requirement Planning (JRP) sessions with SMEs in understanding the Requirements pertaining to Loan Origination to Loan Processing.
- Helped Capture the requirements based on Basel II Internal Ratings Based approach (IRB); allowing certain extent on estimation of credit risk.
- Excellent in Developing and evaluating Business Process Models.
- Created Requirement Traceability Matrix linking Business Requirements to Functional requirements and thereby to Systems Requirements.
- Performed Data mapping between source systems to Target systems, logical data modeling, created class diagrams and ER diagrams.
- Planned and defined Use Cases; created Use Case diagrams, Scenarios and Use Case Narratives using the UML methodologies.
- Coordinated with Data Analyst, ETL and UI interface Developers.
- Developed User Accepting Testing (UAT) plans and test cases based on the business requirements/System Requirements.
- Knowledge of Mortgage payment risk, Loan Servicing, Foreclosure, Loan Origination and Secondary Mortgage Market.
Environment: Microsoft Office, Professional (Outlook, Word, Excel, Visio, Access), Microsoft SharePoint, UNIX, SQL, PL/SQL
Business Analyst
Confidential, New York, NY
Responsibilities:
- Worked in the capacity of Business Analyst for Process Automation track.
- Identified key stakeholders who are the potential source of requirements and who have approval authority ver business analysis deliverables.
- Identified requirement elicitation technique (interviews, document analysis, requirement workshop, interface analysis, prototyping), schedule resources and conduct elicitation activities.
- Documented business need including business goals & objectives, problem statement and desired utcome.
- Documented solution requirements, including functional and non-functional, and seek stakeholder approvals.
- Facilitated requirements for transition of data, for work in progress and for needed training.
- Analyzed requirements by developing process models, data flow diagram, prototypes and ER Diagrams.
- Interacted with business stakeholders (Product Owners) to understand current business processes and recommend changes to them in order to meet business needs.
- Presented solution & process designs to GE Architects and Subject Matter Experts.
- Demonstrated prototype and gather feedback from end users on continuous basis.
- Evaluated solution performance against pre-determined metrics in User Acceptance Testing.
- Utilized my functional experience in Siebel CRM applications and its associated products to deliver quality and cost-effective solutions to customer.
- Coordinated with offshore development team to configure packaged solutions and modify out-of-the-box features to achieve the proposed functional design.
- Developed, reviewed and executed UAT test cases.
- Presented daily test reports to Product Owner during User Acceptance Testing phase.
- Assessed the effect and impact a defect has on the business value of the solution.
- Conducted document reviews for peer business analysts.
- Delivered automated IT solution for FDA mandated Recall Notification process for defective products using Inbound and Outbound Email functionality leading to savings of $ 1.5 million per annum.
- Delivered automated IT solution to load Account Team and Asset Team using Siebel EIM capabilities, leading to 92% reduction in manual effort.
- Modeled application interface between Siebel CRM and Serve Cost systems using Data Flow Diagrams (DFD).
- Worked in an offshore-onshore delivery model.
Environment: Windows XP Client, Unix Server, Siebel Medical, Oracle 10g, SQL Developer, HP Quality Center, GE My Workshop (Document Repository).