SUMMARY:

• Reimagine the business process | Embrace Agility | Drive Evidence Based Decisions | Effective Stakeholder Collaboration
• Proven success in analyzing and reengineering business processes in a variety of complex situations.
• Demonstrated ability to handle ambiguity and create clarity to uncover additional information from stakeholders when the needed information is not known as important to stakeholder but critical to requirements quality.

KNOWLEDGE AREAS:

• Digital Product Strategy
• Stakeholder Expectation Management
• Project Planning & Execution
• Cross - Functional Team Management
• Developed trusted partnerships with business leaders based on collaboration and business knowledge
• Identified business challenges and opportunities for improvement & solve them using analysis to make strategic recommendations

TECHNIQUES:

• Business Problem Framing
• Epics & User Stories
• Data Mapping Analysis
• Backlog Management
• Acceptance and Evaluation Criteria
• Gap Analysis

TECHNICAL COMPETENCIES:

Requirement Gathering: JIRA, Version One

Visualization: Tableau & MicroStrategy

Process Flows: Microsoft Vizio & Lucid Charts

Knowledge Management: Confluence

SDLC Methodologies: Agile & Waterfall

Data Base Querying: SQL (Intermediate)

PROFESSIONAL EXPERIENCE:

Confidential

Senior Business Analyst

Responsibilities:

• Performed an integral role in Wealth Management Technology for a Digital Strategic Initiative, enhancing online platforms across all Lines of Business and build upon current client strategies within the digital arena to meet client experience and increase client online conversion.
• Drove root cause analysis to solve complex business problems, develop and implement solutions in support of cross- functional partners and business stakeholders. Identified gaps and re-engineering process inefficiencies relative to current business procedures.
• Communicated the needs of the business to the team to ensure a shared understanding and strategic alignment. Document requirements, defined scope and objectives and formulated solutions to parallel overall business strategies.
• Accountable for the successful delivery of technology in support of client solutions. Developed, delivered, and maintained ongoing periodic and ad-hoc reporting and analysis to support Digital Wealth Management needs, with an acute focus on attention to detail, accuracy and timeliness.
• Holistically evaluated information gathered from multiple sources, reconcile conflicts, decompose high-level information into consumable details and clearly differentiate between user requests and actual underling business needs.
• Translated digital business strategy and capability models into detailed business and functional specifications and support Product Owners and Subject Matter Experts through a variety of phases and activities. Interfaced with other Lines of Business to strategically address their needs as they relate to the Initiative/business object.
• Ensured quality and timeliness of requirements process to drive prompt and efficient validation process. Identified critical dependencies for successful implementation of key initiatives conducting effective requirement workshops, interviews and JAD sessions with cross-functional teams establishing clear understanding of business needs.
• Structured and communicated business flows and processes including the proposal stages of a project up to end user outcome.
• Provided oversight and support to various IT functions in creating artifacts and performing development and quality assurance support activities.

• Stakeholder Alignment
• Planning and Monitoring
• Process Reengineering
• Business Value Generated
• Successfully created and implemented strategic plans developing improved processes to meet short and long-term objectives
• Bridge the gap between technical needs and the requirements of users
• Business Rules Analysis
• Use Cases and Scenario
• Structured Reviews
• Requirements Analysis
• Functional Decomposition

Confidential

Business Analyst

Responsibilities:

• Recruited by a leading Wealth Management institution to replace outdated Managed Accounts Technology with in house data-driven platform to be leveraged and scaled up to other business units like Asset Management and Private Banking to drive revenue growth, to improve the customer experience
• Developed blueprints for data management systems to integrate, centralize and maintain data sources and worked closely with the IT team to define a framework to catalog the current data assets.
• Identified and created business use cases with Subject Matter Experts to prioritize problems. Develop proof of concept analyses that demonstrate definitive value to a given business unit and their efficacy.
• Analyzed and synthesized information provided by a large number of people who interact with the business, such as customers, operations, information technology (IT) professionals and executives.
• Closely collaborated with Business and Tech team to develop digital best practices to drive deeper engagement and higher response. Proactively identified bottlenecks and outstanding resource needs, assessed and prioritized them and created plans to resolve issues in a timely manner.
• Define project vision, scope, use case diagram and activity diagram.
• Facilitated focus groups, gathered requirements, proposed solutions and detailed wireframes.

• Brand Awareness & Management
• Strategic Marketing
• Marketing & Merchandising Effectiveness
• Risk & Reputation Management
• Market Segmentation
• Delivered all marketing activities within targeted plan budgets
• Oversaw the development of campaign recaps, updates and brand reporting with accuracy and on time
• Acquired advanced insight identifying trends & tools to drive online acquisition and support the growth of the business
• Requirement Gathering
• Metrics & KPI’s
• SWOT Analysis
• Business Model Canvas
• Non - Functional Requirements Analysis
• Data Flow Diagrams

Confidential, Totowa, New Jersey

Marketing Business Analyst

Responsibilities:

• Developed a Marketing campaign to reposition and increase overall brand recognition and loyalty through a successful digital and marketing campaign targeting appropriate consumers relevant to the brands promotional strategies.
• Ensuring that the campaign message is rolled out via all digital platforms and in-store tactics by developing original online content that targets and engages the appropriate consumer through all digital platforms.
• Elicited requirements for projects and enhancements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business and workflow analysis.
• Deep understanding of digital marketing platforms and use of tools to drive market activities to enable communication and marketing activities. Provided support, design and track marketing KPIs on a weekly, monthly, and quarterly basis focused on marketing success metrics, marketing influenced leads and marketing ROI.
• Proactively communicated and collaborated with external and internal customers to analyze information needs and functional requirements and deliver artifacts as required by project methodologies.

Confidential, New York, NY

Retail Business Analyst - Subject Matter Expert

Responsibilities:

• Collaborated with cross-functional teams to develop and deliver an insight-based, comprehensive multi-channel marketing plan. Identify and convert complex data into visual communications and performance dashboards to help the brand influence cross-functional team support.
• Identified organizational need and provided suitable agile based solutions. Guided the development team breakdown of large and complex user stories into simplified versions for execution.
• Managed end-to-end multi-channel marketing campaign execution management set up, creative development, submissions and approval activity.
• Support the brands teams in preparing business reviews, brand reporting and category analysis by determining key drivers that can influence the strategic planning process.