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Salesforce Business Analyst Resume

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Omaha, NE


  • Business Analyst with over 8+ years of diverse experience with requirements management, business analysis with Identity Access Management (IAM) and Privileged access management (PAM).
  • Expertise in development of tool sets for Identity Access Management (IAM) and Privileged access management (PAM).
  • Strong experience in Mortgage Backed Securities, Loan Monitoring, Whole Loans and Commercial Loans.
  • Strong knowledge of Software Development Life Cycle (SDLC),, and Project Life Cycle.
  • Partner with RPA Service Delivery Manager to provide appropriate metrics and reporting to demonstrate service quality and identify opportunities for improvement
  • Develop, run, update and export salesforce.com reports, analytics and dashboards to support and monitor daily activity and key performance measures
  • Extensive experiences in Investment Banking projects specialized in Securities Trading (stock trading, fixed income trading, and derivatives trading), wealth management and risk management.
  • Extensive experience in developing applications using Struts Framework and different J2EE design patterns.
  • Proficient in Technical and Business Writing, Business Process Flow, Business Process Modeling, Business Analysis and Testing various methodologies.
  • Comprehensive knowledge of and solid experience in Derivatives including Credit Derivatives, Interest Rate Derivatives, FX Derivatives, Equity Derivatives and Commodity Derivatives
  • Deep understanding and experience of Investment Management, Asset Management, Prime Brokerage Services, Money and Capital Market Instruments
  • Experience in preparation of Deliverables, Business Requirement Documents (BRD), detailed Functional Specifications and Non - Functional Specifications, developing Use Cases and Test Cases
  • Knowledge of Capital Markets
  • Providing subject-matter expert’s input throughout the whole life cycle of Salesforce change development process
  • Establish RPA program governance and ensure it is integrated or closely aligned with other organizational governance approaches including development of key performance indicators and managing operational and financial program performance reviews
  • Working knowledge of implementing software development projects using methodologies such as Waterfall, Agile/Scrum.
  • Strong working experience in the Data Analysis, Design, Development, Implementation and Testing of Data Warehousing using Data Conversions, Data Extraction, Data Transformation and Data Loading (ETL).
  • Experience designing and developing SQL statements and queries for Oracle Sybase and SQL Server database.
  • Experience in Scrum Process and thorough understanding of Extreme Programming (XP), Agile Software Development Methodology and Object Oriented Analysis (OOA).
  • Facilitated Joint Requirement Planning (JRP), Joint Application Development (JAD) and Rapid Application Development (RAD) sessions. Skilled in gathering user requirements by performing gap analysis
  • Execute solution design activities such as data mapping, object modelling, page layout design and rule logic definition in the context of the Salesforce application
  • Experience in developing Forms & Reports using Oracle Forms & Reports
  • Proficient in the implementation of productionchange managementtechniques and service delivery disciplines
  • Knowledge in the ETL (Extract, Transform and Load) of data into a data ware house/date mart and Business Intelligence (BI) tools like Business Objects Modules (Reporter, Supervisor, Designer, and Web Intelligence
  • Sound understanding of Object Oriented Analysis and Design OOAD and proficient in documentation of As-is and To-be business processes.
  • Strong understanding of project life cycle and SDLC methodologies including RUP, RAD, Waterfall and Agile.
  • Proficient in the implementation of productionchange managementtechniques and service delivery disciplines


Business Modeling Tools: MS Visio, Telelogic System Architect

Reporting Tools: Crystal Reports, SQL Server Reports (SSRS)

Change Management Tools: Rational ClearCase, Rational ClearQuest

Project Management Tool: MS Project

Analysis / Modeling tools: UML, JAD, RUP, RAD

Testing Tools: Loadrunner, Test Director,Mercury Quality Centre

Operating Systems: MS Windows, UNIX

Languages: SQL, UML, JAVA

Database: Oracle, SQL Server, Teradata,MS Access

Utility: MS Office Suite Word, Project, Excel, Visio, PowerPoint, Adobe Acrobat Suite


Confidential, Omaha, NE

Salesforce Business Analyst


  • Worked with the business users and with different levels of management to identify requirements, Use cases and to develop functional specifications.
  • Wrote Test Cases in MS Excel for user registration, access to training material, and activity log-in, reviewed the test cases and finalized
  • Maintain Salesforce.com release documentation
  • Conduct Requirements Gathering sessions with the use of Content Data Modeling, User Surveys, Brainstorming and User Interviews with Stakeholders, internal users and third party vendors
  • Lead the organization's RPA program, driving widespread adoption and deployment of RPA across the enterprise through stakeholder collaboration and engagement
  • Writing XML test files to run against XSD schema, testing C# application, backwards compatibility testing.
  • Involved in testing the SOAP messages across the web site and made sure results returned in XML format
  • Robotic Process Automation (RPA) experience, including process implementations using dedicated RPA solutions like Automation Anywhere, Blue Prism or UiPath
  • Designed and implemented key matrix performance of newly implemented Salesforce CRM system in order to capture users satisfactory rate and other pertinent user’s feedback regarding the new Salesforce system
  • Worked closely with the Enterprise Data Warehouse team and Business Intelligence Architecture team to understand repository objects that support the business requirement and process.
  • Review and understand Salesforce release management and make recommendations to implement new solutions
  • Working on Lifecycle, Create and follow up on JIRA tickets for the change requests received from various business partners. Test them in prestage and test env to validate and bring them to closure.
  • Strategically plan and support the scaling of RPA capabilities across the organization in conjunction with key stakeholders
  • Experience with Business Intelligence tools i.e. Birst
  • Reviewed the Functional Requirements of the COTS products and evaluated the integration of COTS with the existing system.
  • Closely worked with IAM team to implement the tool, then train the team on provisioning, auditing, governance, reporting, and user certification.
  • Responsible for writing, reviewing, and maintaining all aspects of CRM migration documentation such as requirement document, high level design and low-level design document, UAT document from current process to future process in accordance to Salesforce.com standard and custom functionality
  • Review complex business processes, make recommendations to solve and implement solutions across all HR processes globally. Analyze employee and manager usability to make enhancements to the Salesforce platform
  • Performed Root Cause Analysis (RCA) for escalated issues from Identity and Access management team.
  • Performed Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data
  • Met with Business and Application owners to assure Identity & Access Management/IAM Process narrative documentation was correct and met their requirements.
  • Experience developing applications in Qlik or a similar tool Birst
  • Utilized corporation developed Agile SDLC methodology. Used ScrumWork Pro and Microsoft Office software to perform required job functions.
  • Development experience with one of the following RPA tools: Blue Prism, Automation Anywhere, or UIPath
  • Identify, prioritize, and scope RPA opportunities with stakeholders across the organization's enterprise and oversee project delivery across the life cycle including providing guidance to delivery teams and resolving project issues as escalated
  • Extensive use of JIRA to create user stories.
  • Experience with the Salesforce.com platform implementing full project lifecycles
  • Successfully conducted JAD sessions, which helped synchronize the different stakeholders on their objectives and helped the developers to have a clear-cut picture of the project.
  • Created Salesforce application with best practice of SFDC architecture and CRM insurance business model
  • Worked on developing XML Test data for the Web Methods Test Phase
  • Actively participate in continuous process improvement initiatives: example areas of priority for process improvement include:IAMcustom code reviews, provisioning /de-provisioning workflows, application access management, andIAMdocumentation
  • Worked extensively with SME in understanding and documenting their requirements pertaining to monitoring changes and portraying a trend to maintain and analyze customer needs and many other business areas.
  • Lead the release cycle management forIAM
  • Develop Dashboards using tools such as Qlik, Birst, Tableau and Microsoft Reporting Services
  • Manage successful RPA implementations across the RPA life cycle from design to deployment
  • Perform in depth business process and/or data analysis and propose process optimization recommendations and solution options to maximize effective usage of the salesforce.com platform
  • Experience in using jira to document epics, users stories, risks, issues, defects
  • Used different ad-hoc analysis, the Reports assist in defining strategy for each customer category.
  • Prepared an analysis report based on the COTS evaluation.
  • Worked on customizations in Oracle Sales Quoting.
  • Used Agile Software Development process viz. Scrum, as this was a time bound project

Environment: Windows XP, Oracle/SQL Server, SQL,PL/SQL MS officeOOAD, .Net, Test Director, Clear Case, XML, UML, MS Visio, MS Project.

Confidential, Baltimore, MD

Salesforce Business Analyst


  • Analyzed system performance and initiated process improvement measures for mainframe and Web-based applications.
  • Conducted highly interactive JAD sessions with Project’s stakeholders such as users, QA Analysts, and Project Management Team.
  • Identified, researched, investigated, analyzed, defined and documented business processes.
  • Designed and developed, Use Cases, Activity Diagrams, Sequence Diagrams, Visio and Business Process Modeling
  • Data Mapping has been done to track the changes in data from each of the merging entities for compatibility issues on the ETL tool Informatica
  • Experience with JIRA or other Agile SCRUM tracking applications
  • Establish documentation for Agile methodology for implementation with a very water-fall-centric development team.
  • Worked on Identity and Access Management (IAM), Monitoring / Logging and Security requirements.
  • Consolidated the analysis of multiple business lines after the COTS evaluation.
  • Coordinated project with Project’s stakeholders such as users, QA Analysts, and Project Management Team
  • Collected and documented business processes as well as Business Rules and then translate to the Business Flow Chart.
  • Proficiently worked into IBM Security Identity and Access Management (IAM).
  • Designed and developed Use Cases using UML and Business Process Modelling.
  • Conducted Cost-Benefit Analysis of COTS products and comparison between COTS and In-house developed components.
  • Introduced Agile and RUP methodologies to reflect liquid nature of front-office improving time-to-market
  • Advanced knowledge in Agile SDLC and JIRA tool
  • Developed use-cases for the system with special emphasis on defining parent-child hierarchy as well as supporting Extension and Inclusion as derived from the base Use Case Using UML as a standard
  • Used Requisite pro for the documentation part and to manage requirements
  • Assisted the database designer in data modeling through ER diagrams to identify tables, attributes and relationships between tables
  • Administered Identity and Access Management (IAM), (including password management) controls for staff and vendors assigned to department-level projects.
  • Used VLOOKUP to do a quick search of values and insert it into another in Excel
  • Worked on creating various ad-hoc reports and pivot tables using MS Excel

Environment: UML, SQL,PL/SQL Informatica, ClearCase, IAM, Oracle, Agile/Scrum, Teradata, MS-Visio and MS-Excel

Confidential - Wilmington, DE

Salesforce Business Analyst


  • Performed backend testing using SQL queries and analyzed the server performance on UNIX.
  • Responsible for physical/logical data modeling; metadata documentation; user documentation; and production specs.
  • Distribute Business Process Templates to SME’s for completion prior to validation meetings with SME’s input
  • Worked with the Business, Operations, and Engineering stakeholders to define the functional integration and end-2-end test cases for the CRM project.
  • Worked on Service now for all Identity and Access management systems (AIMS) issues to support Production Issues of Web based system.
  • Created ETL test data for all ETL mapping rules to test the functionality of the Informatica Mapping
  • Responsible for Data mapping testing by writing complex SQL Queries using WINSQL
  • Utilized Agile/ SCRUM and PMI methodologies to monitor, steer and develop project objectives.
  • Organized workshops with Subject Matter Experts (SME) to obtain domain level information.
  • Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database.
  • Prepared an ROI analysis report after evaluating the COTS product of the multiple business lines
  • Prepared the logical and physical models for the new database that is being built. Experience in designing and developing reports using Microsoft Reporting Services (MSRS), Crystal Reports, MS Access, and Data View web part
  • Using UNIX console commands to check database has been connected the other functionalities.
  • Coded the ETL and Business Intelligence Batch and On line PL/SQL Packages.
  • Created the User Acceptance Test Plan and conducted the user acceptance testing (UAT) for the final confirmation of the project from the Business and SME.
  • Consolidated the analysis of multiple business lines after the COTS evaluation Lead Business Intelligence reports development efforts by working closely with Microstrategy, Teradata, and ETL teams
  • Assured that all Artifacts are in compliance with corporate AGILE Policies and guidelines.
  • Responsible to design, develop and test the software (Informatica, PL SQL, UNIX shell scripts) to maintain the data marts (Load data, Analyze using OLAP tools).

Environment: Microsoft Outlook, MS Access, Teradata, MS Excel, MS Word, Agile/Scrum, MS Project, MS Visio, JAD, JRP, Test Track, XML, SQL,PL/SQL, Peer, Mainframe(Airport application: PARS), .Net, Java,DB2 Database.


Business Analyst


  • Responsible for gathering requirements from the Stakeholders and Process control manager
  • Assessed current operational procedures, input and output variables, and security requirements
  • Collected technical system requirements during JAD sessions and documented them in the SRS document. In addition, analyzed the System requirements with the help of Use Cases and sequence diagrams
  • Translated system requirements into Functional & Supplementary Requirements & technical specifications
  • Responsible for creating Vision Document, Use Case Models and managing the documentation process
  • Assigned tasks among development team, monitored and tracked progress of project following Agile methodology.
  • Communicated global Identity and Access Management (IAM) program objectives to geographically dispersedbusinessapplication stakeholders in New York and Frankfurt, London via user stories, use cases, screen mockups, process flow diagrams (Visio) etc.
  • Performed query reports and database testing using SQL
  • Offered excellent Cash Management Services including Account Reconcilement Services, Automated Clearing House, Balance Reporting Services, Cash Concentration Services and Sweep Accounts to large business customers
  • Reviewed current state application specific registration process, perform impact/gap analysis and define future state registration and access provision process which is in alignment withIAM.
  • Introduced Agile and RUP methodologies to reflect liquid nature of front-office improving time-to-market
  • Interacted with Architects, business and other stakeholders and created the Back-End Use Cases for Online Payments project.
  • Worked to ensure synchronization of roles and requests/incidents between the ServiceNow and the IAM database.
  • Responsible for creating business work flows and processes and creating management reports based on the business rules and the business case analysis
  • Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database
  • Involved in project co-ordination and reporting using tools as MS-Project and Business Objects respectively
  • Worked on MS Excel Macros for creating automatic reports

Environment: MS-Excel, SQL, PL/SQL Business Objects, Oracle, MS Office Suite.


Business Analyst


  • Designed the business requirement collection approach based on the project scope and SDLC methodology.
  • Facilitated and managed meeting sessions with committee of SMEs from various business areas including Credit Profiling, Asset /Cash Management, and Marketing Analysis.
  • Created database of GIS (geographic information systems) user requests to identify improvements in various GIS processes and procedures.
  • Created Rules documents, User Stories and Functional Specification documents
  • Excellent Knowledge of APR, Interest-Bearing Balance, Transfer Fund Settlement, FDR processes and FICO Score generation.
  • Produced detailed description of user stories, business rules, flows, and data elements required developing new and modifying existing products.
  • Helped various business units to automate GIS data manipulation from one format to another using FME.
  • Core responsibility involved complete manually testing of the User Acceptance Test (UAT)
  • Developed automated Test Scripts in Win Runner using Test Script Language (TSL) for Functional Testing, Regression Testing, Data Driven Testing, Usability Testing, and Verifying Specific content through using Checkpoints
  • Conducted a budget planning of the project through walkthroughs and meetings involving various leads from Development, QAs and Technical Support teams.
  • Conducted Risk Analysis, Credit & Fraud Analysis, and Underwriting Criteria Evaluation
  • Analyze business requirements and segregated them into Use Cases diagrams using Rational Rose according to UML methodology thus defining the Data Process Models.

Environment: Windows, MS Office(MS Word, Agile/Scrum, MS Excel, MS PowerPoint, MS Visio), .NET, Oracle, Crystal reports, RUP, UML, Visual Basic, SQL,PL/SQL MSRS, DB2, UDB, Cognos, Mainframe, RequisitePro, Win Runner

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