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Sr. Salesforce Business Analyst Resume

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SUMMARY

  • 10+ years of experience as a Business Analyst/Business System Analyst in industry domains including Banking, Healtcare, Financial, Insurance, and Retail.
  • Skilled Business Analyst in PMO environment who leads projects to successful completion and acts as liaison between business users and technical development teams to bridge gaps.
  • Strong understanding of financial valuation concepts and various capital market instruments and processes including Equities, Fixed Income, Foreign Exchange, Derivative (OTC) & Back - Office operations, Basel III, Dodd-Frank Act and Comprehensive Capital Analysis and Review (CCAR).and experienced in Black Rock Alladin, Bloomberg, Reuters.
  • Well versed with Investment banking (Equity trading, Future's market, Forex market), Commercial Banking and Retail banking (Mortgage, Student loans, Credit and Debit cards).
  • Extensive experience with being a Functional Expert in Supply Chain (SCM) modules and Financials modules (ERP) of OM, Shipping, AR, INV, GL, Advance Pricing, Inventory.
  • Comprehensive knowledge in implementation of business systems including Procure to pay (P2P), Order to Cash (O2C), inventorymanagement and financial modules.
  • Worked on various CRM salesforce.com standard objects like Accounts, Contacts, opportunities, Products, Price books, Cases, Leads, Campaigns, Reports and Dashboards .
  • Good understanding of Healthcare Industry claims management process, Medicaid and Medicare Services, Health care Reforms and Insurance sector.
  • Experience in HIPAA transactions 837(Institutional/Professional), 835(Payment Remittance Advice), 270 (Eligibility Request) / 271 (Eligibility Response), 276 (Claims Status Inquiry Request) / 277 (Claims Status Inquiry Response), 834(Benefit Enrollment and Maintenance Transaction), 278 (Prior Authorization), 997 (Transaction Acknowledgement).
  • Experience on Guidewire (P&C) Policy Administration System (PAS).
  • Working knowledge of Amazon Web Services (AWS) and Cloud Data Management.
  • Expericed with cloud marketing, marketing automation, cloud sales (CRM Salesforce), APTTUS, Pardot, Wave Analytics, Discovery, quote to cash C2C,and CPQ.
  • Exceptional problem-solving and communication, with in depth understanding of Big Data Application, Databases, Enterprise Architecture and Cloud technologies. Enjoy getting hands-on development experiences.
  • Worked on Home/Dwelling/Auto lines of business in P&C domain.
  • Proficient in designing placeholders for ads and integrate with ad-exchanges. Shopping carts, site themes and payment gateways in CMS like Drupal, Joomla, ATG and self-hosted websites.
  • Experience with different payment gateways (Pro PayPal, Authorize.net) for e-commerce solutions and documentations.
  • Experience in working on Oracle Identity Management System to include: OIM, ORM, OAM and OTM pieces.
  • Extensive experience in project management best practices, processes, & methodologies including Waterfall, Agile, SCRUM, and RationalUnified Process (RUP), Scaled Agile(For large teams), SAFe.
  • Worked in Agile environment and involved in sprint planning meetings.
  • Participated in Scrum meetings to handle unpredicted changes and effectively deliver the product with in the given deadline.
  • Been part of SAFe Scale Agile team and managing big teams of more than 30 people.
  • Experience with the Atlassian JIRA and Confluence.
  • Experience in understanding Stored Procedures, Stored Functions, Database Triggers, and Packages using PL/SQL.
  • Good understanding of Data Warehousing concepts including Data Marts.
  • Experience in prototyping of web based applications for critical IT projects for a better user experience using iRise and Gliffy.
  • Strong Understanding of Data Modeling and Business Process Modeling.
  • Experience in consulting with business clients, creating Tableau dashboard reports, collaborating with developer teams, using data visualization tools, and using the Tableau platform to create business intelligence visualizations.
  • Excellent skills in performing Gap Analysis, Feasibility Analysis, Knowledge with BABOK standards and methods, Strengths, Weakness, Opportunities, Threats (SWOT) Analysis to check the compatibility of the existing system infrastructure and server technology with new Business Requirements.
  • Proficient in executing Test Plans, providing Test Data, conducting unit test, documenting test cases and in Manual Testing - Functional, Database, Black Box, Positive-Negative, and Regression testing.
  • Experience in writing User manual, conducting functional walkthroughs, and in performing extensive User Acceptance Testing (UAT).
  • Ability to manage multiple, concurrent projects, activities and tasks under time constraints.
  • Pragmatic approach towards any task, excellent communication skills, have handled stakeholder conflicts and delivering as per promised on a strict and disciplined time line.
  • Bringing whole team on the same platform, having communication channel open both ways in business terms with sponsors and technical with architect, developers, QA teams and implementation teams.

TECHNICAL SKILLS

Business Analysis Skills: Scope Initiation, Business Proposals, Requirements Definition, Problem Resolution, Structured Walkthrough, Workflow Analysis, Gap Analysis, Design Review, Business Process Management, Product Management, Business Impact and Risk Analysis, Gate Review, Confirmations, Post-Implementation Review, Defect Management, Data Analysis, Data Reconciliation, Data Governance and Data Management.

Project Management Skills: Change Management, Client Relationship building, Risk Management, Strategic Planning and Reporting, Technical Writing, Budget Planning & Cost control, Vendor Management, Strategic Change Management, Onsite-Offshore Management, Virtual team Management.

Testing Tools (QA): HP ALM, HP Quality Center/Test Director, HP Performance Center/Load Runner

Business Process Modeling: UML/ Use Case Diagrams, Class Diagrams, Object Diagrams, Package Diagrams, State Diagrams, Activity Diagrams, Sequence Diagrams, Communication Diagrams, Component Diagrams, Deployment Diagrams, Process Flow, ER Diagrams and Data Flow Diagrams (DFD)

Database: Oracle 11g, 10g, Oracle 9i, Oracle 8i and Rainstor file system, NoSQL (Mongo DB)

Oracle Applications: OAM, OIM Suite, Oracle 11i &R12 - GL (SLA ), AP, AR, FA, CE, OM, PO

Languages: SQL, UML

Operating Systems: MS-Windows

MS Office: Word, Excel, Outlook, PowerPoint, Visio, Project

Collaboration Tools: Microsoft Live meeting, WebEx Products, SharePoint

Miscellaneous: Salesforce CRM, Tableau, Amazon Web Services (AWS), Guidewire 6.0, Actimize (AML), iRise, Gliffy, JIRA, Black Rock Alladin, Bloomberg, IBM Rational Rose, Smart Draw 2008

PROFESSIONAL EXPERIENCE

Confidential

Sr. Salesforce Business Analyst

Responsibilities:

  • Worked across multiple business units, gathered requirements for 4 releases, and 3 programs.
  • Analyzed each users daily activities, and created profiles suited best for each person across the org.
  • 80 profles created across multiple applications, and roles.
  • Created reports and dashboards for each business units.
  • Assisted developers in migration of data from legacy to salesforce.
  • Created 1 super user profile for each business units a total of 6.
  • Worked on lightning web component pages, and community pages.
  • Performed end to end testing of each application and or pience developed as per requirement.
  • Worked with multiple stakeholders across several business units on various functions within organization.
  • Created visio charts for business process of “AS-IS” of entire housing program, which involved 3rd party vendor too (IEM).
  • Captured process from inception of application registration ITA (Invitation to apply) (Vendor only processes before application transferred to DEO)
  • Captured requirements and created wireframes for business stake holders. On how salesforce instance can be converted into business process.
  • Assisted developers in creation of Apex classes, and lightning web components.
  • Entire workflow, designed, Application Registration ITA Verify Eligibility Verify DOB (Duplication of Benefits) ER (Environmental Review) Award Pre-Construction Construction Completed Denied Appeals Duplicate Multiple Award Due Diligence Compliance Monitoring.
  • Took ownership of multiple releases across many projects. Release 5,6,7,8,9 and two other damage and benefit related projects.
  • Created various types of reports and dashboards.
  • Managed entire project on JIRA and production issues on smartsheet. Created smartsheet reports for real time tracking.
  • Created daily batch upload of files from community pages to salesforce to Azure environment.
  • Performed end to end testing of each piece that was developed.
  • Showed demo sessions to stakeholders, assisted QA lead with test scripts.
  • Captured Sandbox testing issues and remediated quickly before moving to Production.
  • Integrated Docusign into Salesforce.
  • Integrated Conga component (Template only).
  • Handled 3 sandbox and kept every SB in sync with scheduled sandbox refresh. Used Prodly for data push from production to sandbox.
  • Created multiple front end applications on Qualtrics for infrastructure project. Applications consisted of surveys, capturing end user details and writing workflow on a YES/NO basis whether users are qualified for benefits.
  • Created reports and dashboard on Qualtrics for data analysis, and forecasting of disbursement of cash flow.

Environment: - JIRA,ServiceNow (Ticketing Module0, Smartsheet, Salesforce, Sandboxes, Eclipse, Jitterbit, Azure, Dataloader, Prodly, MSWord, Excel, Einstein Analytics, Docusign, Conga.

Confidential

Business Systems Analyst

Responsibilities:

  • As soon the project was identified reached out to stakeholders and gather more information about project on high level.
  • Organized and hosted API Intake Interview with the projects. Engaged with project team and Middleware team (Solution Architects, Product Owner, Principal Architect and assisted in decision making, of the solution)
  • Balanced the workload and requirements distribution with the POD’s as majority of the project requirement were Waterfall and Middleware being in Agile.
  • Worked hand in hand with two Product Owners, briefing them on the requirements gathered, analyzed if bank have any existing API’s or services that bank can leverage or enhance.
  • Created Epics, use-cases, user-stories, with definition of done& Acceptance Criteria on JIRA board.
  • Maintained, updated, uploaded Middleware related documents on Confluence.
  • Provided budget estimates to the project and intial analysis on the list of the services available based on the project requirement.
  • Worked and created mapping documentation, component design document, and broker services document, uploaded on SVN for middleware on SVN.
  • Worked on the frist ever project to instantly issue a debit-card to the customer. Backend was vendor. Constantly engaged with vendor and flushed out the design/YAML/Swagger needed for development. Helped solution architects in resolving the complex logic and workflow of the requirement.
  • Supported end to end development from gathering the requirement, assisting with desing, development and deployment.
  • Gathered test account data for the testers, for dev and SIT regions.
  • Helped tester writing the test cases, and handing off the testing to do component testing in SIT region.
  • Worked on Customer Care project, and dealt with all they types of accounts for both consumer tower and commercial tower, Savings, Checking, Credit Cards, ALS, AFS, Mortgage, Brokerage, Purged Accounts, SBA (Safe Deposit Box), RMS(recovery management system). Project had two work flows an unique requirement to identify MLS (service members on Customer level to the account level).
  • Helped designing Customers API on swagger, and lone handedly created API User Guides for enterprise wide standard API.
  • Constantly engaged in with stakeholders and understanding the requirements. Identifying the back-end services, engaged with backend resources for mapping of the middleware API fields to the back end fields.
  • Worked on Real Time Payments requirement, to have a real time payment interface, from intiating the payment, or requesting the payment, identifying the receiving bank is part of the network, knowing the status of the bank whether online or not, and receiving the payment.
  • Worked on Composite Deposit account(CD) a product within Savings Account, on how the payment and interest distribution spread should be whether direct deposit, pay to the affiliate, pay by check, or the pay to the joint-account holder.
  • Engaged with Access Optima, and integration of payments API with backend system of recordLoanIQ, worked on multiple requirements from getting the accoutlist, and transaction history and merging them into one response for the report generation for front end users.
  • Worked on Loans API, and the error handling and messaging of the transaction status to the customer. Helped developers with the IIB Component development and writing the logic.
  • Managed all deployments in across all regions SIT, QA and Prod migrations. Sending out email communications to all the consumers on the deployments and the changes on the version of the API.
  • Worked on salesforce for commercial banking and cosumer banking, on asset finance for lending & Loans portfolios, SSO, requirements.
  • Helped in development of Year End Tax Reporting services, adding new fields that IRS requires and supported end to end migration till Prod and delivered product on time due to compliance time-bound requirement.
  • Reviewed SRD & BRD for the projects flushed out Middleware requirements, gathered solution architects on the design and logic of the new services to be built or enhancing the existing one.
  • Worked with off-shore teams on many requirements, which included developers & testers.
  • Engaged with project on ACH calims, on reversal payment and stop payments, PEP+ as vendor.

Environment: - JIRA, Swagger, YAML, APIC, SOAPUI, Lucid Chart, MS Word, Excel, IBM-IIB Portal,JSON, JAVA, XML SPY, XSD, WSDL,Jenkis, Github SVN/Tortoise.

Confidential

Senior Business Analyst

Responsibilities:

  • Engaged in migration process strategy of entire data, which included all 7 regions across the globe.
  • Constantly engaging with business on their needs and assuring them on the data migration and compliance on GDPR (which got into effect while ongoing project).
  • Validation of SOX compliance.
  • Been part of the decision making and finalization of vendor and intranet product. (O 365, Bonzai).
  • Part of the monthly budget meetings, and leveraging the IT teams for approving the upcoming projects by giving presentations to the Executive Branch.
  • Worked as Finance BA on creating Deal Reviews, and giving executive summary for budget approvals, and creating CAPEX &OPEX requests for final decision making.
  • Constantly engaged with vendors and briefed them with the requirements, scheduling them for the business team for demo sessions and handled the entire NDA agreement process before engagement of the vendor and client.
  • Detailed out the migration process, and the elements of the data that needs to be intact.
  • Created backup data plan with retention period of 5 year, and ran SQL queries to verify the backup data is accessible.
  • Co-ordinated and organized off-shore teams during GO-LIVE and accessing Akamai for any redirects needed.
  • Managed entire project on Microsoft Project, scheduled daily sync ups with Product Owner and resolved any issues such as GDPR, migration strategies, approvals needed, financial road blocks.
  • Was the power user, for the new intranet, and trained KPIs, and other employees of the organization on how to create their pages, where the data resides, how sharepoint works, how to migrate archived data to the new intranet pages.
  • Supported all the issued tickets and resolved on a timely manner.
  • Created stake holders list (80), from each business unit for the Business Process Alignment and Management. (BPM)
  • Assisted a rigorous 39 days’ workshop “Sales Simplification Workshop”.
  • Understood the pain points of each business units and made extensive notes, gathered requirements.
  • Did AS-IS and TO-BE analysis, found GAPS and resolved those GAPS in the process.
  • Mapped business requirements with different units who were working on the same opportunity but had no visibility on other BU.
  • Captured TO-BE process from white board to MS-Visio and Lucid Chart simultaneously and presented to the stakeholder, had one on one sessions, JAD sessions and brain storming with Executives and other stakeholders on how to enhance & improve the current business process.
  • Worked with MDM consultant to organize the data.
  • Engaged with Forecasting team, on how to improve the data quality and have a better and accurate quarterly forecast. (Resolved OPN challenges via data cleansing)
  • Created RFP for multiple business units, forecasting, pricing, marketing communicating with stake holders and validated it with both IT and business units
  • Helped CPQ (Pricing team) on MS-CRM dynamics (COMPETE) for the post pricing process. Capturing the DPA (Disti Pricing Agreement).
  • Redesigned organizations opportunity pipeline.
  • Maintianed Clarity and Troux on a weekly basis for internal reporting of the status of the project for executives.

Environment: NDA, Sharepoint, Bonzai, O365, MS Project, Lucid Chart, MS Visio, Aure, SQL, Power BI, whiteboard, Excel, Powerpoint, Akamai,EPM, EDW, SAP, Marketplan, SilverPOP, MS-CRM, Clarity, Troux.

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