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Senior Ba/pm/sfdc Admin Resume

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Mount Laurel, NJ


  • Business Analyst with around 12 years that includes 3+ years of Salesforce (SFDC) experience in analyzing the business process, identifying and proposing the solutions for an effective customer experience, implementing and configuration of end - end new and existing Salesforce apps.
  • Experience in conducting GAP analysis, User Acceptance Testing (UAT), SWOT analysis, Cost benefit analysis, Process Modeling, Business Process Re-Engineering and ROI analysis.
  • Thorough understanding & experience working for regulatory driven projects under Compressive Capital Analysis & Review (CCAR) and Dodd Frank.
  • Experience in SharePoint and Team site (Interwoven) content Management system (CMS).
  • Knowledge and experience in working with different travel portals such as Expedia, sidestep.com & use of GDS network for facilitating reservations for these travel sites.
  • Knowledge of project management tools such as Plan view, MS project, etc
  • Knowledge of forecasting tools such as Structural Time Series Analyser, Modeller and Predictor (STAMP) for modelling, forecasting and seasonally adjusting time series.
  • Knowledge in Health Care Terms such as HMO, PPO, HIPAA, NASCO (BCBS specific) and COBRA.
  • Extensive experience with process modeling using Unified Modeling Language (UML), preparing graphical depictions of use cases including state diagrams, activity diagrams, sequence diagrams, use case diagrams, including the business workflow using Rational Suite, Rational Rose and Visio.
  • Excellent Analytical skills in understanding the business process and translating business requirements into system functionality requirements in technical terms. Developing functional specifications for business process refinement and automation, data modeling, system Architecture, conducting feasibility studies, analyzing scope and vision of the project.
  • Perfectionist in requirements collection, from clients and processing information to the project team and heavy experience in using requirements documenting tools like iRise, Requisite pro etc.
  • Excellent knowledge of industry standard methodologies like Software Development Life Cycle (SDLC), Iterative Software Development Life Cycle Process as per Rational Unified Process (RUP), Agile, Scrum, Kanban/Lean, CMM (Capability Maturity Models) and Rational Tools.
  • In Depth understanding of the AS-IS and TO-BE or Current state/Future state business processes and experience in converting these requirements into technical specifications for preparing test plans.
  • Experience working with Credit card transaction processing engines such as FDR & TSYS.
  • Experience in handling a creative deliverables like User Interface Specifications, Task flows, wire frames and Prototypes. Also assisting the team in performing usability testing if necessary.
  • Excellent Skills in Performance Management to support strategic planning, goal setting, strengthen productivity, enhance decision making, and improve quality service.
  • Extensive experience in Brokerage/Banking & Commercial Mortgage Lending systems (CML)
  • Validation Master Plan (VMP), Installation Qualification (IQ), Operational Qualification (OQ), Performance Qualification (PQ), Standard Operating Procedures (SOP’S) for hardware and software maintenance etc.


Methodologies: RUP, UML 2.0, Six Sigma, CMM, SCRUM, Agile, XP, Waterfall, etc

Operating Systems: Win 95/98/NT/2000/XP, OS-390, ZOS, Linux

Change Management Tools: Clear Quest, Test Director, HP Quality center (HPQC), etc

Business Modeling Tools: Rational Rose, Microsoft Visio.

Version Control Systems: Rational Clear Case.

Project Management: Microsoft Project, Microsoft Office, MS Access, Reports etc

Programming Language (Knowledge & experience): SQL, HTML, Java Script, JSP, Mainframe, TSO/ISPF, MVS, JCL/CICS/COBOL/DB2/VSAM/GDG

Data Bases: DB2, Oracle

Quality Management: ISO 9000, Malcolm Baldrige Quality Criteria, TQM, PMBOK


Confidential, Mount Laurel, NJ

Senior BA/PM/SFDC Admin


  • Experience working on 2 Salesforce.com implementation projects end-end life cycle with Force.com platform (Sales Cloud, Service Cloud, Configuration, customization etc.)
  • Experience in creating cloud apps on Force.com from scratch - i.e. kick-off to go live in addition to maintenance support (i.e. post launch)
  • Experience working with Sales and Marketing teams to understand the business process to gather requirements for the Salesforce customizations.
  • Identify and thorough understanding of detailed business requirements to support Salesforce.com implementation within the defined scope.
  • Creation of objects, fields and records based on current data model design and client’s business requirements.
  • Customization: page layouts, forms, objects, fields and various tabs such as Opportunity, Leads, Contacts, and Accounts depending upon user roles, profiles and groups.
  • Experience designing custom formula fields, field updates,field dependencies, validation rules, and email generation according to application requirements.
  • Security & sharing data: Creating object level, field level and record level access restrictions.
  • Managing Administrative tasks such as creating profiles, roles, users, page layouts, tasks, events, approvals, workflows, Email Templates, Email Triggers for automating various tasks.
  • Chatters: Creating Chatter groups/email notifications to help build collaborative working environment internally to improve process efficiency and meet sales goals.
  • Reports & Dashboards: Creating Salesforce reports (summary etc.) and dashboards.
  • Experience working with enterprise ecommerce tools such as Hybris that includes Master Data Management, Mobile commerce solutions to deliver omni channel experience across B2B and B2C customers.
  • Experience working with creation of new commercial products or expansion of the existing commercial credit card LOB.
  • Experience working payment processing systems such as Total Systems (TSYS) for credit & debit cards, commercial (new/existing) products.
  • Experience working with end to end work flow of TSYS transaction processing systems with strong understanding of different technology platforms such as TS2 & TS1 for both merchants and credit card consumers.
  • Loan Origination:
  • Deep dive analysis & documentation on enhancement of existing Loan origination system (ALSCOM).
  • Strong Knowledge and documented requirements for different loan products HE, HELOC, Consumer loans, ALS Parms & file structure etc that are processed & serviced using ALSCOM & ALS-AM respectively.
  • Life Insurance/Annuities/Retirement:
  • Experience working with Life insurance, Annuities (Fixed/Variable/Joint) using CyberLife real time enterprise software solution to support different TD insurance products such as Life, Health etc.
  • Understanding of the VPMD integration with Cyberlife to help business with seamless creation of new life products (i.e extension of life products).
  • Understanding with various core functions such as Billing, claims processing, underwriting, etc offered by CyberLife ranging from product definition to customer experience to help reduce market reach and operational costs there by driving productivity.
  • Thorough knowledge and experience working with retirement products (401k etc) for existing TD wealth customers.
  • Data Profiling/Data Governance/Regulatory:
  • Conducting statistical Data analysis as a result of data profiling (pivot tables etc), data mapping etc.
  • Experience working with Data governance team & associated partners (Risk, Compliance, privacy etc) to identify the root cause problems and data differences between old and new platforms.
  • Thorough understanding of regulatory policies under Comprehensive Capital Analysis & Review (CCAR) & perform data anomalies to ensure the business needs are properly assessed and addressed to meet regulatory constraints.
  • Analyzing or performing impact analysis on data extracted from different sources to address the risk, compliance infrastructure groups.
  • Deep understanding of Dodd Frank regulatory guidelines.
  • Worked closely with the governance team to understand the risks and needs across the bank.
  • Banking - BA/Project Management activities:
  • Expertise in writing requirements for Retail Banking, Commercial banking (Store/Phone channel).
  • Experiencing in defining eligibility requirements around lending criteria’s, Interest rate calculations etc.
  • Performed GAP analysis, creating product functionality matrix and ability to create prototypes.
  • Worked closely with the creative team (IA, Designer, content writer) to deliver UI wireframes/design mockups and content published on the web. Facilitated usability testing for various projects.
  • Deliver Business Process Modelling (BPMN) diagrams, current state, future state, business entity diagrams, work flow diagrams, swim lane diagrams, context diagrams and data flow diagrams.
  • Gathering and documenting user stories, use-cases, Business requirements, functional specifications (FRS) and other mapping documents by interacting with various stakeholders including control team partners (Legal, privacy, Compliance, Risk etc).
  • Involved in developing/ enhancing current TD mobile application for iOS, Android (mobile/tablet) etc.
  • Experience working with Plainview to improve on-time delivery of projects and maximize business value.
  • Using Plainview, allocated tasks, keep track of tasks, manage changes, risks and issues.
  • Creating data mitigation or remediation plans so the root cause problems are thoroughly addressed and the appropriate solutions are properly carried over to new platforms.
  • Full SDLC life cycle experience (End-end) as PM across various software methodologies (Waterfall, RUP, Agile, Scrum etc.)
  • Creating project plan, tasks, allocation of resources, identify, track, and remove impediments to project success.
  • Engaged and created in Proof of concept (POC's) to help demonstrate the business vision.
  • Gather necessary estimates of time and resource utilization from respective teams.
  • Facilitating change control log and risk mitigation.
  • Analyze risk and mitigation accordingly, including establishing contingency plans and initiating necessary measures.
  • Track and report key project metrics, capital budgets and provide financial reports.
  • Keep all stakeholders informed of status and issues.
  • Manage relationships with the Product Team and/or stakeholders.
  • Involved in creating the Requirements Traceability Matrixes (RTM), Requirements management plan (RMP) to ensure the work artifacts (BRD, etc.) are delivered on time.
  • Coordinate participation of different tech and business groups in requirements gathering, specifications, design, development and implementation of key projects.

Environment: Salesforce (SFDC), CRM, ERP, ETL, Hybris, Planview, TSYS, JIRA, Rational suite (Req Pro, Rational Requirement Composer etc.), HP defect tracking tool, (Comprehensive Capital Analysis & Review (CCAR), Cyber life product experience, Retail/Commercial banking, Payments, Qwik check Deposit (remote) capture, Loan origination, Fiserv, ALSCOM, ALS-AM, Call center (phone channel), Dodd Frank regulatory guidelines, Share point, PM, BA, Web/Mobile, Digital, E-commerce, Google Analytics, Omniture site catalyst, SEO, Social Media, Reports.

Confidential, South Brunswick, NJ

Salesforce (SFDC) Business Analyst


  • Experience working with ERP and/or CRM applications that includes Salesforce.com
  • Salesforce configuration experience: Configure user roles, profiles, record sharing and security settings, page layouts, objects, fields etc
  • Manage workflow and approval processes, formulas and validation rules, reports & dashboards.
  • Translate business requirements into business process models, data models and platform services.
  • Experience with data migrations and thorough understand of extract, transformation and load (ETL) tools.
  • Business Process Modeling: Business process improvement and optimization, Document and model business processes, automated workflows and Manage business rules.

Environment: Salesforce (SFDC), Hybris, Google Analytics, UML, SQL, MS-Access, MS Project.

Confidential, Hopewell, NJ

Senior Business Systems Analyst


  • Performed data modeling, data analysis, and data mapping to identify the data elements of the source systems and map it to associated GBR data elements. In addition, analysis to ensure the back end data retrieved is in sync with the display of front end values.
  • Experience documenting BRD, SRS, Technical procedures, Low level designs (LLD) & high-level designs (HLD), financial reports along with operational procedure artifacts.
  • Executed complex SQL queries to fetch the existing codes from existing application (AP) to ensure it fits the codes in the new application (GBR)

Environment: Mainframe, TSO/ISPF, JCL, CICS, COBOL, RUP, UML, SQL, MS-Access, MS Project.

Confidential, Newark, NJ

Senior Web Business Analyst


  • Experience working with enrolling in new health care plans under the Health Insurance Exchange (HIX) to comply with the new consumer protection acts such as Patient Protection and Affordable Care Act (PPACA).
  • Experience working with Clinical Data Warehouse (CDW/CDR) to present single patient’s information such as hospital admission, discharge, ICD 9 codes, pharmacy info, etc that is accessible by providers.
  • Experience working in Health information Exchange (HIE) using Electronic Data Interchange (EDI) to transmit required information between the Exchanges and Carriers, in particular the 834 transaction for enrollment information and the 820 for premium payment.
  • Experience working in mapping the clinical data information with associated medical data electronically.
  • Strong knowledge and experience with Claims adjudication process (NASCO, FACETS etc.).
  • Eligibity determination for Medicare & Medicaid.
  • Deliver BPMN diagrams, BRD, detailed Functional specs (FS), and use-cases.
  • Ability to create process work flows, GUI wireframes, screenshots/mock ups, and prototypes using cutting edge technologies.
  • Recommend best user experience practices (example, one click strategy) to help optimize the experience for the customers.
  • Documented operation plan defining the workflow, communication channels, and responsible owners in the event of disaster recovery for senior leadership references.

Environment: HIX, HIE, EHR/EMR, Clinical & Medical Data Management, EDW, Data Mining, EDI, Medicare, Medicaid, RUP, UML, Visio, Java/J2EE, MS Project, Google Analytics, GUI wireframes, CSS, HTML and Java script.

Confidential, Hopewell, NJ

Senior Business Analyst


  • Writing requirements for Investment banking operations such as full trade life cycle system for the domestic and international portal websites by interacting with Front to back office, worked with fund managers, financial advisors and technical team members.
  • Ability to create process flows, UML diagrams (Activity, use cases, Data flows etc)
  • Creating Business artifacts such as scope document, Project charter, Roadmap strategy of the complete re-design (in phases), Business Requirements, functional requirements.
  • Interaction with regional stakeholders (Asia Pac, EMEA, Singapore LAC & DSP India) to gather and review business requirements.
  • Interaction with vendors to set up the single sign-on authentication to allow access to certain features on the mobile platforms.
  • Create tasks and update tasks in the MS Project and Project Management Directory for the senior management reviews.

Environment: RUP, Sharepoint, Web portal, GUI wireframes, Prototypes, Agile, Javascript, Omniture, UML, SQL, MS-Office, MS Project.

Confidential, New Jersey, NJ

Application Business Analyst/Support project Manager


  • Assess the complex enterprise application to see how the common functionality is inferred and can be re-used across multiple applications.
  • Knowledge around the workflow of Inventory Management System & business regulatory compliance.
  • Assisted in documentation for all aspects of the computer systems validation lifecycle (CSV) such as Validation Plan, Protocols such as, IQ, OQ, PQ etc & manage change control process in compliance with FDA regulations, particularly 21 CFR part 11.
  • Performed application functionality user acceptance testing experience (i.e. front-end application testing) in a controlled testing environment & performance qualification respectively.

Environment: Sharepoint, Planview, ERP, CRM, Data Migration, UML, SQL, MS-Office.

Confidential, Jacksonville, FL

Senior Business Analyst/Project Manager


  • Processing Citi Mortgage loan applications for different loan products HE, HELOC & Consumer loans.
  • Knowledge and experience in understanding the different applications that interface within GDS systems such as Worldspan & Amadeus from end to end perspective.
  • Experience in documenting requirements around various services offered as part of GDS that includes airline booking, cruises, hotels and rental cars etc.
  • Understanding and writing requirements on how the rewards based system is linked with GDS network when a reservation is made.
  • Documented data elements used as part of tracking reservations via GDS.
  • Documented various payment gateways using FDR and TSYS used in facilitating the reservations via GDS.
  • Helped with conversion or migration of commercial credit card products from FDR to TSYS.
  • Conducted usability testing, coordinate and execute customer, vendor, market analyst, client interviews, secondary research, data collection and market/competitor analyses.
  • Extensive experience in writing requirements for online applications based on Home Loan origination and commercial lending systems (i.e customer facing applications).
  • Worked with User Interface simulations tools like iRise to depict the exact User experience (end-end) on all web application projects (includes multi lingual websites Spanish etc).
  • Maintain traceability within iRise and map the data elements, requirements to the associated UI within simulation tab of iRise.
  • Knowledge of Omniture Site Catalyst(tagging) the specific links on the website to determine the usage from a customer perspective and SEO tools - using google analytics and web tacking reports, defined best standards that will make the user search more robust and easy.

Environment: FDR, TSYS, Citi Mortgage (FIS ALS lending), Omniture site tracking (Web analytics), RUP, Agile, Lean/Kanban, iRise, Team site (Interwoven), Caliber RM, HP Quality center (HPQC), UML, SQL, MS Access.


Systems Analyst


  • Industry experience in defining rules around NASCO & FACETS claims processing system in Provider enrollment/relations, Claims processing, Eligibility determination, Authorization processing, Payment and financial processing, Long Term Care services.
  • Strong knowledge of HIPAA compliance manual proceedings along with strong Implementation Expertise of EDI integration projects with broader exposure to different 4010 HIPAA transactions, 835, 837, 270/271, 276/277 & 278. This includes Real time claim status and Electronic payment process systems.
  • With Community shared services (CSS), enable the secure, confidential electronic exchange of medical records between state-certified organizations—Health Information Exchanges (HIEs) and Health Information Service Providers (HISPs).
  • Experience working with EHR/EMR/PHR related records to ensure the data is exchanged under secured environments.
  • Used Rational Rose to visually determine the proper structure, key elements and optimal design for database and to aid efficient creation of tables, stored procedures.

Environment: HIX, HIE, EHR/EMR, Clinical & Medical Data Management, EDI, Medicare, Medicaid, RUP, NASCO, FACETS, Rational Rose, Clear Quest, Soda, Requisite Pro, UML, SQL, MS-Office, MS Project.

Confidential, NY

Business Analyst


  • Documented requirements for the implementation of different integrated products on a shared common platform under the SOA architecture.
  • Used one of the interfacing messages called XML to exchange data between different applications.

Environment: Mainframe, TSO/ISPF, JCL, CICS, Cobol, MVS, GDG, DB2, .NET, RUP, Web analytics, UML, SQL etc.

Confidential, Corona, CA

Business Analyst


  • Documented Validation Master Plan (VMP), Installation Qualification (IQ), Operational Qualification (OQ), Performance Qualification (PQ), Standard Operating Procedures (SOP’S) for hardware and software maintenance, user account policies etc.
  • Implementation, migration, custom development, and validation of Oracle-based Laboratory Information Management System (LIMS) using SQL* LIMS

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