SUMMARY

• Sr. Salesforce Business System Analyst with 8+ years of experience in Banking, Insurance and Finance domain with a focus on designing, development & implementation of the business processes.
• Successfully implemented Sales Cloud, Service Cloud, Analytics Cloud, Financial Services Cloud, Community Cloud, Commerce Cloud, Marketing Cloud while implementing digital marketing strategies.
• Experience working on Salesforce Cloud tools like Automation Studio, Email Studio, Mobile Studio, Web Studio, Advertising Studio, Social Studio, Journey Builder, Content Builder, and Segment Builder.
• Solid understanding of Analytics Cloud and Einstein Analytics tools like Einstein Prediction Builder, Einstein Activity Capture, Einstein Opportunity Insights, and Einstein Discovery.
• Extensive knowledge about Salesforce Administration which includes creating workflows, validation rules, approval process, field security settings, formula fields, creating and editing permission sets and OWDS (Organization Wide Default Settings), rollup summary, data imports.
• In depth knowledge of System Development Life Cycle (SDLC) methodologies like Waterfall, Scrum, Waterfall - Scrum hybrid, Scale Agile Framework (SAFe), ScrumBan, Kanban, and Spiral.
• In depth knowledge of Requirement Management, Change Management, Defect Management, Release Management, Project Management and Risk Management using JIRA, HP ALM and MS Project.
• Expert in understanding of the AS-IS and TO-BE, business processes by conducting GAP analysis and experience in converting the requirement into technical specification for better execution of the business decision.
• Experienced in gathering requirements from end-clients and stakeholders by using various elicitation techniques like Joint Application Development (JAD), Brainstorming, Interview, Questionnaire/Surveys, Prototyping, Document Analysis, Focus Group, Reversed Engineering, and Interface Analysis.
• Assisted in drafting artifacts like Project Vision and Scope, Project Management Plan, Project Charter, Business Requirement Document (BRD), Functional Specification Document (FSD) and System Requirement Specification (SRS) by communicating with business owners and subject matter experts (SMEs).
• Experienced in writing the user stories and acceptance criteria with handling the requirement churn.
• Participated in Scrum Ceremonies like Backlog Grooming, Sprint Planning, Daily Stand-Up, Sprint Review/demo and Retrospective and efficient in using prioritizing techniques like MoSCoW, KANO, Technology Risk Based, Value Stream Mapping, 100 Point method and Business Value Based.
• Experienced in analyzing workflow and developing and reviewing business solution model using Use Case Diagram, Sequence Diagram (static and dynamic) and Activity Diagram with Lucid Charts and MS Visio.
• Assisted in creating low-fidelity and high-fidelity mockups and wireframes with UI designer using Balsamiq.
• Entity-Relationship (E-R) diagram using conceptual data model and logical data model with Lucid Charts.
• Assisted in developing data marts (DM), data mapping, data migration, data integration and data warehouse (DW) implementing Extract, Transformation and Load (ETL) with Informatica PowerCenter.
• Extensive implementation knowledge of Databases, Data Table structures, Schemas, Online Processing Systems like OLTP and OLAP Operations such as Roll-up, Drill-down, slicing, dicing and pivot.
• Worked on Reporting tools to generate Standard Static Reports, Ad-hoc Reports, Write-Back Reports, Dashboards, Interactive MOLAP reports using Tableau, Power BI and SSIS.
• Experienced in SQL queries using MS SQL creation of the Data Manipulation language (CREATE, DROP, ALTER, TRUNCATE, COMMENT and RENAME) and Data Definition Language (SELECT, INSERT, UPDATE & DELETE).
• Understanding of the Service Oriented Architecture (SOA) like JSON, XML, YAML and SAML format for communicating between the front end and back end server’ for designing REST, REST BULK and SOAP APIs.
• Knowledge of the HTTP request to the web service to specify REST API CRUD operations having HTTP verbs- GET, POST, DELETE and PUT on the application layer that utilized POSTMAN as a powerful HTTP client to test the web services and documented them using Swagger hub, and Swagger UI tool.
• Reviewed the test plan, test cases, test scenarios and maintained the test data with Confluence and HP ALM QC.
• Experienced in Black Box, Manual, System, Performance, Regression, Automated, Functional, Non-Functional, UAT, Smoke and Sanity Testing of applications with knowledge on Software Testing Lifecycle by creating Test plan, Test Scripts, Test cases, Test Scenarios, Test reports and Requirements Traceability Matrices (RTM).

TECHNICAL SKILLS

Business Skills: Change Management, Impact Analysis, Risk Analysis, Cost-Benefit Analysis, ROI Analysis, JAD Sessions, SWOT analysis

CRM (Salesforce): Marketing Cloud, Sales Cloud, Service Cloud, Analytics Cloud, Lightning Connect, Einstein Analytics, Data Import, Force.com, Journey Builder, Apex, Visualforce

SDLC Methodologies: Agile-Scrum, Waterfall, Waterfall-Scrum hybrid, SaFE

Requirement Management: MS Office, Jira, HP ALM, HP-QC

Modeling Tools: MS Visio, LucidChart, Balsamiq

ETL Tools: Informatica Power Center

Data Warehousing: Data Marts, OLTP, OLAP, Multidimensional Analysis, OLAP Operations

Databases: MYSQL, Microsoft SQL T-SQL, PL/SQL

Defect Tracking/ Testing Tools: HP ALM QC, Selenium, Jira.

PROFESSIONAL EXPERIENCE

Confidential, Boston, MA

Sr. Salesforce Business System Analyst

Responsibilities:

• Requirements gathering from the client and SME’s such as sales cloud expert, service and community cloud expert and Einstein analytics expert by conducting elicitation techniques like interviewing, prototyping, document analysis, interface analysis and paper white board prototyping.
• Actively participated in all the scrum meetings like spring planning, daily standup meeting, sprint review, sprint retrospective, backlog grooming and release planning.
• Created the templates for emails and the content to be added in the email along with the segmented lists of email user using Email builder, Content builder, Audience builder and Segment builder.
• Ensured that licenses for Salesforce CRM clouds were properly obtained and maintained by following all the rules, policies and guidelines of the client company as well as the Salesforce.
• Built campaigns for the customer onboarding in Journey Builder that mapped out the complete customer journeys which included email marketing, digital advertising and promotional offers.
• Implemented the KYC compliance regulations in the customer onboarding campaign.
• Assisted in the data migration process from oracle DB to SFDC cloud using Oracle SOA suite & JDeveloper.
• Helped in writing & documenting the transformation logics in the Data Mapping Document.
• Worked on Salesforce Standard and Custom objects, Approval Process, Workflow Rules, Email notifications, Process Builder, Profiles, Permission Sets, Field level security, Standard and Custom Report types & Page layouts.
• Created and maintained Salesforce Quip document for team collaboration and progress report and guided the team members to use it in the most efficient way and delivered creative briefs and other necessary requirements documentation to support the development of digital strategy.
• Involved in Core, CRUD and Utility SOAP API documentation, along with the development team.
• Jointly responsible for creating test plans, test scenarios and test cases with the testers from the team.
• Monitored progress of the overall project, tracked individual issues such as user stories, defects and technical debt using Atlassian JIRA, allowing for improved visibility of project status and accurate forecasts for project completion.
• Created and maintained Confluence spaces to add any impediments the team is facing and tagged the point of contact for the notification of required work from their part.

Environment: Salesforce CRM, Marketing cloud, Sales cloud, Analytics cloud, Oracle SOA Suite, JDeveloper, Force.com, Email studio, Web studio, Apex, Visualforce, Journey Builder, Data studio, Audience Builder, Segment Builder, Quip, Einstein Analytics, Scrum, Confluence, Jira.

Confidential

Sr. Business System Analyst - Salesforce

Responsibilities:

• Gathered requirements from the customer and SMEs (Subject Matter Experts) which included marketing cloud expert and Einstein analytics expert by performing elicitation techniques like interviewing, document analysis, introspection, benchmarking and market analysis.
• Lead on the relationship with client to define project vision, costs, timelines, deliverables, engagement planning, budgeting and defined deliverable structure and content.
• Assisted the PO (Product Owner) in scope creation, requirements analysis, creating MVP, during backlog grooming meeting by decomposing the Epics into user stories, assisted team in writing user stories to be included in, and managed the product backlog.
• Worked with the PO and development team in deciding and negotiating the DOD (definition of done), definition of ready and acceptance criteria for user stories.
• Designed the personalized and customized campaigns for customer onboarding for new customers and customer retention for existing customers using Journey builder.
• Facilitated meetings with Salesforce Admin, Developers and Architects to determine data that should be integrated.
• Implemented Salesforce Inbox into existing email system to keep track of contacts and opportunities.
• Assisted the admin in creating Users, Roles, Public Groups and implemented Role Hierarchies. Record level permissions to manage sharing access among different users on the Marketing Cloud of Salesforce.
• Worked with SQL queries for Data Analysis, retrieval, validation, modification, data profiling and used Data Manipulation Language (DML), Data Definition Language (DDL) & Data Control Language (DCL) syntax for respective queries.
• Assisted in Salesforce Quip integration to create a document sharing and impediment tracking process.
• Created UML diagrams which included sequence diagrams for defining the sequence of the events between the customer, the bank and the Banker, use case diagrams define the interactions of the customer with the Bank system and activity diagrams to illustrate the flow of the process.

Environment: Salesforce CRM, Marketing cloud, Community cloud, MySQL, Oracle, Force.com, Email studio, Mobile Studio, Advertising studio, Web studio, Apex, Visualforce, Journey Builder, Data studio, Audience Builder, Segment Builder, Scrum, Sharepoint, Jira.

Confidential

Sr. Business System Analyst

Responsibilities:

• Discussed and gathered the requirements from different stakeholders (e.g. data mappings for different data fields). These requirements were then documented before giving it to the team in the form of product backlog items. Thus, acted as a liaison between the external stakeholders and the scrum development team.
• Identified and documented Business Process Workflows and UML diagrams such as Use Cases, Sequence and Activity diagrams.
• Created the Business Architecture document to provide an overview of different aspects of the application.
• Extensively used JIRA to capture & manage User stories and actively participated in all the Scrum Ceremonies.
• Created Data Mapping Document to capture Source to Target Mappings and ensured required datasets were present.
• Participated in analyzing source system from front end, middle management and risk analytics to perform ingestion into Hadoop distributed file system (HDFS).
• Used SQL queries (select, insert, update, delete, sub-queries, joins, etc.) to manipulate the data in the databases.
• Created high and low fidelity Mockups, Wireframes to prototype the User Interface using Balsamiq.
• Used Tableau to create customized dashboards, showing reports of the analyzed Investment Instruments and the list (basket) of outperforming securities.
• Developed Test Plans, Test Cases and Test Scripts to assist testing team in System Integration, Performance Tests, Functional and Non-functional tests.

Environment: Agile-Scrum, UML, MS-Visio, MS-Project, JIRA, Swagger, Power Designer, Tableau, MS SQL server, Postman, LoadRunner, Informatica PowerCenter.

Confidential

Business System Analyst

Responsibilities:

• Responsible for creating and reviewing business requirements, functional specifications, project schedules, & documentation.
• Conducted workflow, process diagram and gap analyses to derive requirements for existing systems enhancements.
• Responsible for identifying and documenting business rules, created detailed Use Cases and conducted User Acceptance Testing.
• Created conceptual and logical models of the database entity structure and mapped entities with ER diagrams and documented keys to allow for easy reference while development.
• Documented source & target systems and profiled extracted data to comply with target system architecture.
• Aided developers with design of migration plans and migration execution to not affect business actions and processes.
• Mapped Oracle database with Informatica PowerCenter to ensure a RDBS was designed to smoothly operate as per the business logic while incorporating information ported in from flat and csv files.
• Documented all ETL transformations and mappings performed while establishing the database.
• Developed the test plan, test conditions and test cases to be used in testing based on business requirements, technical specifications and/or product knowledge.
• Used SQL scripts/queries extensively for data verification at the backend as per the requirements of the mapping document.

Environment: Agile Scrum, Informatica PowerCenter, MS Visio, MS Project, MS Office Suite, Rally, Case Management, AML, Trade Surveillance, MS Power Point, Tableau, MS Excel, .NET, Web Services, Oracle.

Confidential

Business Analyst

Responsibilities:

• Assisted and worked with Project manager in creating and assigned task through Work Break-down Structure (WBS).
• Worked in Waterfall System Development Life Cycle (SDLC).
• Directly involved in creating and baselining Functional Requirement Document, Business Requirement Documents and Software Requirement Specification, and other key deliverables.
• Gathered requirements from key stakeholders, customers and SME’s to define the scope and requirements of online banking system.
• Developed UML Diagrams for modeling static and dynamic aspects of Online Banking System.
• Created ad-hoc reports using MS-Excel and Pivot tables to do the calculations and creating reports accordingly.
• Developed plans for verification and validation of requirements at all levels so that developed software successfully fulfilled user expectations and business needs.
• Worked closely with Project Manager for any Change Request and helped to do Impact Analysis.

Environment: Waterfall, MS Office, MS Visio, SQL, UAT Testing, HP QC, COTS.

Confidential

Jr. SQL Developer

Responsibilities:

• Involved in complete Software Development Lifecycle (SDLC).
• Wrote complex SQL Queries, Stored Procedures, Triggers, Views & Indexes using DML, DDL commands and user defined functions to implement the business logic.
• Advised optimization of queries by looking at execution plan for better tuning of Database.
• Performed Normalization & De-normalization on existing tables for faster query results.
• Created SSIS package to import and export data from various CSV files, Flat files, Excel spread sheets and SQL Server.
• Designed and developed different types of reports like matrix, tabular, chart reports using SSRS.
• Involved in migration on SQL Server 2012 databases to SQL Server 2014.
• Coordinating with onshore/offshore & stake holder’s team for task clarification, fixes and review.

Environment: Waterfall, MS Word, MS Excel, MS Project, MS Visio, Oracle, MySQL Workbench, Microsoft SSIS, SSRS.