Deeganta Mehta

+1-609-***-**** ad3u2c@r.postjobfree.com Monmouth Junction, NJ. 08852

LinkedIn Url: www.linkedin.com/in/deeganta-m

Trailhead Url: www.salesforce.com/trailblazer/dmehta92 A 4x Salesforce certified and a certified nCino Business Analyst with an overall 5+ years of experience in the IT industry and 3+ years as Business Analyst/Admin coming with strong domain knowledge in Financial Services and HR operations. My recent projects are under Salesforce CRM platform, Sales Coud, Financial Services Cloud- Commercial Banking Console and nCino-LOS for Commercial Lending. Expertise in handling cross-functional areas like Commercial banking, Retail banking, investment banking and HR Operations. Certifications:

• Certified Salesforce Business Analyst by Salesforce

• Certified Salesforce Administrator by Salesforce

• Certified Platform App Builder by Salesforce

• 301 Commercial Banking Configuration by nCino

• Financial Service Cloud Accredited Professional by Salesforce (FSC) Key Skills and Attributes

• Salesforce CRM

• Salesforce-DocuSign

Integration

• Sales/FSC/Service

Cloud

• nCino-LOS

• Scrum

• Smartsheet

• JIRA, Confluence

• Presentation Skills

• Waterfall and Agile

• Wireframes and

Prototypes

• Business Process and

workflows.

• UAT

• SQL

• Lucid, Draw.io, Axure

Xp and Balsamic

• Cross-functional

collaboration

SKILLS

• As a Business Analyst, gathered, analyzed, and documented business requirements translated those into functional specification and collaborated with cross-functional teams to ensure successful development and delivery using salesforce CRM platform.

• Acting as a liaison between Business and technology and bridged the gaps. Collaborated with business owners on aligning product vision and prioritizing program backlog.

• Supported Project Managers and Senior BA in eliciting and documenting functional and technical requirements, preparing design documents, building, and demoing the solutions to the team and client partners under Salesforce CRM and for nCino LOS.

• Analyze high-level business requirements and translate them into more detailed user stories using JIRA, documented use cases and process flows. Created wireframes, mockups and Prototypes using various tools such Axure XP and Balsamiq.

• Proficient with office 365, including business process tools such as MS Outlook, Excel, Visio, Jira & SmartSheets

• Strong understanding of Software Development Life Cycle (SDLC) and experience in all phases as well as experience on SDLC methods like Waterfall, Agile/scrum model (sprint and sprint ceremonies)

• Assisted with configurations under salesforce CRM and nCino LOS for Financial Products for retail and commercial banking operations.

• Assisted in working on Declarative Programming tools like, Flows and approval process. Designed reports and dashboards under sales cloud.

• Experienced in maintaining the Product backlog to create and groom user stories in JIRA creating epics, user stories, use cases, acceptance criteria and other use case modeling techniques and methods and assisting Product owner when required.

• Experience with current-state and future-state process mapping.

• Collaborated with Business, marketing and External Vendors team and participated in both internal and external process improvement projects.

• Motivated individual and team player with excellent communication, interpersonal skills with an attitude to learn and explore new areas of technologies. PROFESSIONAL EXPERIENCE

Randstad Client – Heartland Financial Bank (HTLF) Salesforce / nCino Business Analyst. Feb 2023- Present Remote

Project: Salesforce to DocuSign Integration for Business Deposit Account Onboarding for Commercial Banking.

• Streamlined the Business Deposit Account Onboarding experience by successfully executing DocuSign and Salesforce integration.

• Collaborated with business stakeholders to understand the pain points, designed swim lanes and process workflow to show current state and future state business process using Lucid and Draw.io.

• Proficiently captured the business needs transformed to functional requirements, documented user stories in JIRA and confluence, as well translated functional requirements to technical requirements in collaboration with Salesforce Dev team.

• Demoed the business process, workflow and functionality to the LOB and clarified any open questions.

• Created DocuSign templates in DocuSign e-signature and subsequently mapped the salesforce APIs to DocuSign templates.

• Collaborate with QA team to define and execute test plans, test cases.

• Facilitated UAT testing by providing guidance coordinating test scenarios and validating software meets business needs.

• Developed reports and dashboards in Salesforce to track the real time DocuSign envelope status.

• Partnered with Training Department to update training materials and enhance training program.

• Supported the ongoing backlog tickets for nCino- LOS related issues.

• Developed BRD for another project for developing Complaint Management Portal using Salesforce Complaint Management product.

• Prepared sprint planning decks and supported intake request and routing for BAU projects like Demand Management.

• Proficient with Agile and Scrum methodology, actively participated in Sprint and Sprint ceremonies.

• Responsible for project kick-off preparation and planning, requirements grooming with business stakeholders and ensuring smooth delivery of the project. Revolent Group Client - West Monroe

Salesforce / nCino Business Analyst. July 2022- Feb 2023 Manhattan, NY (Hybrid)

• Responsible for pre-discovery planning, analyzing and documenting business requirements, developing functional design and implementing salesforce / nCino configurations.

• Worked on configuration of Salesforce objects, roles, profiles, permission sets, page layouts, declarative solutions such as Flows, Approval Process and Validation Rules.

• Developed and implemented a functional design for a Texas based banking client to enable Sales pipeline of banking clients using concepts such as Leads, Opportunities, Queues, setup org wide defaults, user profiles, sharing rules, public groups and role hierarchy.

• Worked on Configuration of ncino UI features like Loan Dashboard and Smart checklist and creating placeholders for Document manager.

• Worked closely with PM, project stakeholders, SMEs, and team to understand the requirements and specifications for new applications along with re-engineering of the existing applications.

• Developed sales cycle reports and dashboards to enable management visibility into the sales pipeline.

• Collaborated with business partners/stakeholders on initial engagement and helped identify and organize discovery workshops, partnered with solution delivery team to develop design blueprint using nCino LOS and actively presented solution ideas to client using Smartsheets.

• Helped Technology Center of Excellence team in document knowledge articles on best practices on salesforce and nCino implementations. Yes-M-Systems Client: UK based bank

Internship as a Business Analyst. Nov 2021- April 2022 Alpharetta, GA (Remote)

• Worked as a Business Analyst on a project related to ATM cardless withdrawal for a Europe based bank.

• Conducted multiple workshops with stakeholders which included Head of Marketing, Head of ATM cash disposal team, Admin department Head.

• Created wireframes, mockup screens and prototype for the mobile app which was designed to enable faster cash withdrawal at ATMs using Axure Xp, Balsamiq and MS Visio.

• Collaborated with team members and tracked the development and testing of user stories. Maintained apt jira user story hygiene by keeping statuses up to date on jira board.

• Assisted the Product owner in maintaining product backlog in JIRA.

• Created dashboards to derive business insights about the categories of products with potential of increased revenues using MS. Power BI.

• Worked on multiple datasets and performed high level data cleanup activities to align the information extracted from various data sources.

• Generated periodic reports which were presented to senior management for weekly analysis of the business.

Clairvoyant Techno Solutions INC

Global Recruitment Operations &Technology Analyst April 2012- Aug 2014 Princeton, NJ (onsite)

• Worked as a global talent acquisition expert across local and global platforms on the HR side.

• Collaborated with the HR hiring squad and the technology team to create a web-based portal to ease the recruitment and on boarding process.

• Worked on Waterfall and Agile model to elicit requirements and meet deliverables.

• Experience in maintaining product backlog and assisted product owner whenever required.

• Experience in preparing project plans, developing specification documents, User acceptance (UAT) testing, & guiding team through Pre-implementation and post implementation phases.

• Partnered with Operations Lead and regional operations team to understand technology training needs and create customized training plans for interns, new joinees etc.

• Created training curriculum for new joinees and collaborated with trainers to streamline training schedules.

eClerks- Markets and Derivates Department

Credit Risk analyst April 2009- Sept 2011

Mumbai, India

• Worked as a Credit risk analyst for our USA based client Morgan Stanley.

• Worked extensively at providing end-to-end support for a wide range of reconciliation requirements, including front to back-office systems, documents to systems, broker reconciliations, industry utilities, as well as settlement and portfolio reconciliations.

• Mitigate risk arising out of incomplete or incorrect data flows between internal and external systems.

• Identify, investigate, and resolve any breaks. Delivering the requisite information to help avoid the same breaks arising in the future.

• Collaborated with US team on daily basis to document reconciliation process. EDUCATION

• Master of Business Administration (MBA) in FINANCE from Mumbai Institute of Management and research, Mumbai- India

• Bachelor of Commerce with specialization in International Finance and Banking sector- SIES college, Nerul. India.

VISA STATUS

• A Green Card Holder.

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