CHARISHMA PATEL

PROFESSIONAL

SUMMARY

• MBA Graduate & Certified Business Intelligence Analyst

• Business Analyst with 8+ years of experience as a Business Analyst in implementing on-site business analysis, requirements management and data analysis for application development

• Worked in diverse domains like Insurance, Health Care, Equity, portfolio management and Financial Accounting

• Demonstrated use of standard techniques, interviewing, Use Case Modeling, GAP-fit analysis, process definition, requirements management for gathering requirements

• Excellent technical and analytical skills with clear understanding of design goals of ER modeling for OLTP and dimension modeling for OLAP

• Preparing graphical depictions of use cases including state diagrams, activity diagrams, sequence diagrams, use case diagrams, component-based diagrams, collateral Diagrams, including the business workflow

• Excellent knowledge of industry standard methodologies of Software Development Life Cycle (SDLC), like Agile (Scrum, XP), RAD, Waterfall, and hybrid models

• Proficient in JIRA, QUALITY CENTER, VISIO, TRACE CLOUD, SQL, Advanced Excel, EDI, ETL, CRM and BPM methods and models

• Good experience in Feasibility Studies, Document generation and conducting sessions

• Comprehensive knowledge of the STLC testing lifecycle within web, client server & Mainframe Environment

• Excellent skills in Business Analysis, OO Analysis, Data Analysis, Requirement Analysis, Business Modeling and Use Case Development using UML methodology

• Proficient in customizing already existing business practices, workflows, activities and Deliverable.

• Good experience in developing User interfaces and requirements sessions

• Good experience in Requirements gathering, Data modeling, System Architect. Feasibility studies, Scope Documents, Requests for Proposal (RFP)

• Proven ability to serve as a liaison between technical developers and product management

SKILLS TECHNICAL SKILLS

Analysis Methodologies

Scrum, UML, Agile methodology,

Waterfall methodology, SWOT, Cost-

Benefit Analysis, Gap Analysis.

Databases and Tools

MS SQL Server 2008, SAP Sybase,

MySQL, DB2, Oracle, Hadoop

SOFT SKILLS

Great Listener

Problem Solving Ability

Influencing Personality

Excellent Time Management Skill

Multitasking & Quick Learner

Operating Systems

Microsoft Windows XP, UNIX

Quality Management

HP ALM, Quality Center, RM Track,

JIRA

Business Modeling Tools

Microsoft Visio, Share Point

Crystal Reports, Business Objects,

QlikView

Project Management

Microsoft Project, Microsoft Office Suite

WORK HISTORY Business Analyst • Blue Shield of California, San Francisco, California San Francisco, CA • April 2017 to Current

Blue Shield of California is a health plan provider based in San Francisco, California. Blue Shield is a California not-for-profit mutual benefit corporation. Blue Shield and its affiliates provide health, dental, vision, Medicaid and Medicare health care service plans in California. The organization serves over 4 million health plan members and nearly 65,000 physicians across the state.

Roles & Responsibilities

• Stakeholder Identification and Analysis for eliciting user stories

• Elicitation of requirements using workshops, brainstorming, Interviews to understand the UI design, navigation, constraints, functionality and features required in the website

• Authoring BRD, Functional Spec with business use cases and domain information granularly with UML diagrams using Visio

• Authoring business rules, conditions, user level hierarchies and user-based features to website

• Preparation and demonstration of prototypes to stakeholders, refining the requirements till columns/criteria is clearly covered as per business expectations Business Analyst • Client: Lifetime Health Medical Group, Rochester, NY Oct 2016 to April 2017

Lifetime Health Medical Group is a health services company with eleven locations in Buffalo and Rochester. In addition to primary care, Lifetime Health provides a variety of comprehensive health care services including Urgent Care, Pharmacy, Dental, Eye Care Services, an Optical Shop, Podiatry, Lab, Sports Medicine, and X-Ray services. Roles & Responsibilities:

• Prepared Business Process Models that included modeling of all the activities of the business from the conceptual to the procedural level

• Used JIRA for Agile project management, creating product backlog, sprint backlog and bug tracking

• Conducted meetings to understand the workflow, business processes and assisted in GAP analysis to derive requirements for existing systems enhancements

• Facilitated and scribed user meetings and interviews to extract business requirements documented using Use Case Modeling, Process Flow diagrams and Wireframe prototypes

• Identified areas in bank operations that may be improved or may offer new opportunities to improve the business.

• Managed Sprint backlog list and help identify features for upcoming releases

• Participated in daily Agile Scrum "Stand-up", Biweekly Sprint Planning and Retrospective Sessions and updated the team on status of upcoming User Stories

• Worked with Product owner to review the potentially shippable increment during review meeting and decided which of the features are done

• Tracked and maintained user requested enhancements and changes in product backlog

• Documented business workflows in UML diagrams (State diagrams) and forwarded them to stakeholders to review

• Extensively involved in data modeling, data mapping, and also used SQL queries to filter data

• Performed Data Analysis and Data validation by writing SQL queries

• Prepared test plans, documented test cases, reviewed results of tests, and identified further testing required

• Conducted UAT (User Acceptance Testing) to make sure that all the user stories are catered by the application

• Conducted training sessions and updated Product backlog upon successful delivery of each sprint

Business Analyst • Client: Morgan Stanley

New York, NY • Feb 2013 to Dec 2015

Team Size: 150+ (11 in GWM Testing) Technologies: Dot Net, ASP and Java Domain: Capital Market

Integrated Workstations

Integrated Workstations (IWS/FAWS) is a web-based application which handles/populates the multiple account details of clients, clients’ accounts, portfolios, gain/loss, cash and asset details they deal with Morgan Stanley Roles & Responsibilities:

• Analyzed, designed, and implemented web applications for Risk Managers to assess insurance applications.

• Responsible for the functional study and analysis of the business requirements, UML state chart diagrams, flow charts, business process and designing data elements.

• Presented to large groups to review all analysis, ad-hoc reports and made suggestions for new processes that would benefit the organization.

• Responsible for streamlining business processes through analysis, design, and documentation of new processes and applications including risk assessments and mitigations, and the creation of process flows in Visio and change enabling quality controls.

• Gathered Business Requirements, interacted with the Users, Designers, Developers, Project Manager, and SMEs to get a better understanding of the Business Processes, and analyzed and optimized the process.

• Documented changes in Functional specification for AP, AR, GL in financial accounting module

• Posting and Execution of batches for posting of accounts from PA to secondary books of accounting

Entitlements Provision & Reporting

Entitlements Provision & Reporting is a web-based API application designed to entitle provisions to the employee according to their role assigned to them. The application is designed in a very rigid way so that every entitlement provision requested is manually/automatically approved respective to the provisions requested. Business Analyst • Client: Morgan Stanley

New York, NY • SEP 2012 to Jan 2013

Team Size: 150+ (11 in GWM Testing) Technologies: Dot Net, ASP and Java Domain: Capital Market

• Interacted with clients to finalize Business Requirements for the application.

• Developed detailed BRDs and FRDs using modeling tools following the SDLC structure.

• Performed feasibility and adaptability study to identify the business-critical areas from User perspective.

• Conducted Gap analysis to understand new business model and additional functionalities to be incorporated into the new application.

• Gathered business requirements and converted them into functional requirement specifications and user requirement specifications.

• Clarified and prioritized requirements by conducting brainstorming sessions with the stakeholders and SMEs.

• Participated in various architectural development sessions to provide technical teams with a better understanding of the requirements.

• Analyzed Requirements and created Use Cases, Use Case Diagrams, Activity Diagrams using MS Visio.

• Created the product documentation to communicate features, benefits, positioning and impacts to different audiences and ensured that documentation deliverables from various groups are produced as needed.

• Involved in reviewing test plans and test cases and ensuring test cases reflect user needs. Also responsible for conducting user training during user acceptance testing to ensure and verify system is designed according to user needs. Environment: Agile Methodology (SCRUM), Microsoft Visio, Microsoft Office Suite, HTML and CSS.

EDUCATION Certification in Business Intelligence Analysis • University of California - San Diego

La Jolla, CA • 2018

Master of Business Administration (MBA) - Finance • Veer Narmad South Gujarat University

Gujarat, India • 2007

Bachelor of Business Administration (BA) In Finance & Marketing (Dual) • BV Patel Inst Of Technology and Business Management

Gujarat, India • 2003

CERTIFICATIONS • Certification in Business Management Analysis (UC San Diego)

• Preparing for PMP & CBAP

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