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Business Analyst Financial Services

Location:
Irving, TX
Posted:
April 20, 2024

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Resume:

MITALI PARNERIA

Email: ad45ki@r.postjobfree.com

Contact: 945-***-****

Profile:

Overall, 8 years of experience working as a Business Analyst (6 years) in various industries including Biotechnology-Retail, Banking/Financial Services, Film/TV media, and healthcare. Skilled in business analysis, project management, account management, data analysis, on-site/offshore team management, and coordination.

Summary:

Experience in working closely with project stakeholders (Sales, legal, compliance, call center team), SMEs, and technical teams to understand and write the requirements (user stories) & specifications documents for various projects.

Used JIRA to write user stories from the business requirement and coordinated with data architect, developers, and testers for complex projects during the SDLC.

Expertise in creating project artifacts such as Business Requirements Document (BRD), Impact Analysis, Use Case Documentation, Requirements Traceability Matrix (RTM), Business Rules Spreadsheet (BRS), Functional Requirements Document (FRD), Data Mapping Document, and Systems Requirements Specification.

Experience in creating the use case, business rules, and activity diagram using JAMA.

Hands-on expertise in UML Modeling like Activity Diagrams, Sequence Diagrams, Use Case Diagrams, Process Workflow Diagrams, Interaction Overview Diagrams, & Timing Diagrams.

Conducted UAT sessions and gave demos to the business users and customers.

Education:

Bachelor of Commerce, J.Z Shah Arts and H. P. Desai Commerce College, India.

Master in Commers (Financial and Management Account), S.P.B. English Medium College OF commerce, India.

Tools/Skills set:

Agile - Scrum Methodologies, Kanban, JIRA, Confluence.

UI/UX prototypes: Figma and InVision.

CRM: Salesforce

ERP: SAP.

Use case and business rules: JAMA tool.

MS Office proficiency (Excel, PowerPoint, Word, PowerPoint, and Visio), SharePoint.

Collaboration tools: Slack, Zendesk, MS Teams.

Basic knowledge of SQL, Tableau, XML, CSV, HTML, and standard metadata.

Fluent in Google Suite (G Suite), OneDrive, Outlook.

Methodologies: Agile (Scrum) and waterfall.

Area of Expertise:

Price Increase, SMS, Toggle, AI Companion, Currency Launch, Building Ecommerce portal, UI/UX design, UAT, Digital Customer Support, Localization, Login and PW reset feature, 2FA – 2-factor authentication, OTP – One Time Passcode, Bio Authentications (fingerprint and face recognition), Password Reset, and Login Applications. iOS, Android, mobile, and desktop browsers, JIRA, Confluence, Epic, Digital Authentications, Data Visualization, Salesforce, SAP, Media Management, UI/UX Insights.

WORK EXPERIENCE:

Sr. Business Analyst

Wells Fargo, San Francisco, CA Nov 2022 to Till Now

Responsibilities:

Projects – Login App, Password Reset and Enrollment (Web and Mobile browser, Native App, Apple iOS, or Android OS platform)

Lead and execute full development lifecycle activities - design, develop and test enhancements in alignment with internal business process requirements.

Worked as a subject matter expert (SME) across various finance application platforms.

Collaborated with cross-functional teams to identify system and process improvements, delivering business and technical requirements with business rules, concept maps, process maps, user flows, and user acceptance tests (UAT).

Worked as an effective liaison between the business and technical team and provided digital solutions for complex business requirements.

Created interactive clickable prototypes using InVision and gathered instant feedback from users/stakeholders.

Worked closely with the Product Owner, UX product designer, QA engineer, and UI developers.

Worked closely with the Product Owner to priorities stories in the backlog and assigned them to the technical team.

Lead backlog refinement sessions with a cross-functional team (Developers, QA, XD-Experience design) to understand a vague request and its true business needs and extracted and documented requirements, then translated to User Stories in Jira.

Used JIRA to write functional (business), technical, testing & defects user stories and created the spikes.

Wrote Acceptance Criteria in the Behavior Driven Development (BDD) format. (Given When Then).

Created business requirement artifacts – including Business Requirement Document (BRD), Requirement Traceability Matrix (RTM), Use Cases, and Business Rules documents.

Updated and added new business rules, activity diagrams, use cases in JAMA for various projects.

Conducted/facilitated acceptance tests for solutions with the user community, including, development of UAT test scenarios and test scripts, test plans, and test cases.

Used MS Visio to represent the system under development in graphical form by defining Use Case diagrams, Activity diagrams, screen mock-ups, and workflow diagrams.

Worked closely with Product Owner and acted as Proxy product owner in gathering requirements, converting them into user stories, and establishing Acceptance Criteria. Documented project decisions and project meetings.

Worked closely with Business Intelligence Unit for creating risk elimination models to understand trends and patterns in Debit cards & Electronic Fraud.

Created an excel report of JIRA user stories and shared it with business users to plan for future sprints.

Worked with business partners to identify data reporting, systems, or processing improvements.

Worked closely with quality assurance (QA) and development team to clarify the business requirements and created and provided appropriate documentation.

Responsible for Troubleshooting project issues with senior leaders and engaging appropriate resources as needed.

Worked with department leads and Platform Lifecycle Manager to analyze existing business processes, systems, and analytical tools to identify pain points and opportunities for improvement.

Worked with cross-functional, geographically dispersed teams to improve, define, and manage new business processes and help develop overall technology solution design.

Actively participated in various scrum ceremonies like a daily standup, backlog refinement/grooming, sprint planning, Sprint Retrospective, and Sprint Review sessions.

Worked directly with the Risk, Compliance, and Legal team to get approval for the English and Spanish content.

Implemented multimillion dollars application projects like login management and password reset (forgot/change password) and applied security features like OTP (One Time Password), 2FA (2-factor authentications), and Biometrics (Face Recognition and Fingerprint).

Implemented new features for different account types like Demand Deposit Account (DDA), ATM, Credit Card, Personal Line of Credit, Brokerage, Mortgage, etc.

Enhanced existing features on various account types like Certificate of Deposit, Individual Retirement Account (IRA), Trust, Personal Installment Loan, Commercial Line & Credit, Retail Services Credit Card, Student Loan, Auto Loan, and Institutional Retirement and Trust (IRT) (External 401k).

Gathered and documented requirements for Wells Fargo’s Institutional Retirement and Trust (IRT) (External 401k) system.

Worked closely with the user community and Subject Matter Experts (SMEs) to capture, refine, validate, and communicate, in clear and concise language, the requirements of business systems.

Gathered requirement to customize and enhance existing traditional and Roth retirement system.

Created document to toll overqualified Employer-Sponsored Retirement Plan (QRP) such as 401(k), 403(b), or Governmental 457(b) into IRA.

Implemented authentication methods like email OTP, SMS OTP, RSA FOB, Voice Response Unit (VRU) OTP, Push OTP, Verbal OTP, out of the wallet (OOW), DDA PIN, Credit Card CVV & Expiration Date, and Personally identifiable information (PII) in username and passwords flows. PII includes information about your date of birth, Social Security Number (SSN) and Last Name, etc.

Adhered and complied with all applicable federal and state laws, regulations including Anti-Money Laundering, Americans with Disabilities Act (ADA), Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), Anti-Bribery and Corruption, etc.

Business Operations Analyst

Vubiquity, an Amdocs Company - Burbank, CA April 2021 - Oct 2022

Employer – V2Solutions

Responsibilities:

Adept at writing business requirements and technical requirements, data gathering, and following up on project action items.

Worked closely with project stakeholders to document requirements and the associated use cases to thoroughly define and represent the mandated functionality and results.

Acted as liaison between the business, third parties, and various teams to incorporate requirements, enhancements, and feedback while ensuring regulatory compliance and proper articulation of the brand.

Identified, documented, and communicated possible gaps in requirements, and at times collaborate with other SMEs to provide possible solution options.

Performed functional and/or technical analysis of business requirements and document the results.

Used JIRA as a ticking system to resolve the error.

Used confluence to write business rules.

Conducted JAD session with technology team to make them understand what the business wants the system to do.

Planned the UAT testing, test plans, test cases and worked with the business users for UAT test execution in developing the training documentation.

Resolved and addressed escalations and general inquiries received from the client and helped find solutions for them.

Responsible for coordination of overall Digital Distribution, Metadata Operations, and Client Services division.

Created and implemented the workflow, processes, trackers, and SOP's for account management and customer success division while driving the scalability of these processes.

Managed thousands of Film and TV titles released on various OTT platforms in the US and Canada.

Managed client and offshore team for the daily deliverables and worked with major media studios across the world.

Expertise in media distribution of EST, VOD & SVOD, etc. platforms and an understanding of linear and nonlinear programming workflows & technical specifications.

Film and TV localization while the creation of the Spanish package for the English titles.

Detailed understanding of descriptive metadata and digital packaging.

Worked on OTT devices like Apple TV, Roku, Fire, and Android TV.

Responsible for monitoring Feature and TV packages created and published on daily basis based on the studio avails.

Performed creation, maintenance, and distribution of quality control and standard operating procedure documentation and policies using Confluence.

Trained onsite and offshore business and data analyst team on workflow changes, business rules related to the new clients.

Removed impediments or guided the team to remove impediments by finding the right personnel to remove the impediment.

Business Analyst

V2Solutions (Subdivision Spherex) – Burbank/Santa Clara, Jan 2020 - Mar 2021

Responsibilities:

Key participant in scrum team agile ceremonies including backlog grooming, sprint planning, daily scrum, sprint reviews, and retrospectives.

Gathered and documented complex business and functional requirements based on the project scope by directly meeting with the client manager and their business team.

Conducted daily Scrums and demos and retrospective meetings and reported to sponsor on program milestones delivered.

Transformed business and functional requirements for our data governance and development team for the implementation of any new feature or enhancement of existing web application features.

Performed User Acceptance Testing (UAT) to make sure it can handle the required tasks which we promised to the client.

Worked closely with the agile coach to implement best industry practices on Agile Scrum for the scrum development team.

Used JIRA to track, plan and manage all agile project management-related activities.

Prepared and conducted a PowerPoint presentation in front of the existing client to demonstrate the new feature added in the web application.

Successfully onboarded 4 new customers to the internal platform from providing a solution to initial handholding to all the way to streamline operations.

Managed onboarding & training of new clients into the Spherex data product.

Business Analyst

Kaiser Permanente, Cleveland, Ohio Oct 2018 - Dec 2019

Responsibilities:

Implemented ICD transition project from ICD-9 codes to ICD-10 codes.

Gathered Business Requirements. Interacted with the Product Owner, Project Manager, and other actors to get a better understanding of the Business Processes.

Responsible as the primary liaison between the Business, Operations, and technical areas throughout the Project Cycle.

Used JIRA to create, maintain and track the business, technical and testing requirements in the form of user stories.

Created Systems Documentation included Business Requirements Document (BRD), Systems Requirement Specification, and test plans.

Prepared end-user’s documentation and conducted training for the end-users.

Provided support to the development of training materials and training activities related to the healthcare tools and applications.

Created "AS-IS" and "TO-BE" business process flow diagrams, integrated process flow diagrams to show one end-to-end business model and process mapping exercise including swim lanes.

Administrator, Yogi English Academy,

India March 2016 - Sept 2018

Responsibilities:

Planned, developed, coordinated, and participated in various sales and marketing research activities to identify customer preferences and attitudes and to enhance products and services.

Conducted research on consumer opinions and sales and marketing strategies, collaborating with marketing professionals, statisticians, pollsters, and other professionals.

Compiled and analyze data to identify sales trends and/or opportunities and develop them into actionable tools that will drive the sales and distribution of CitySocial brands.

Created training material for the new employees and train the new sales and marketing team about the existing product.

Tracked, measured, and report KPIs for strategic sales initiatives.

Prepared and delivered presentations to new and existing clients. Met with users and demonstrated service package.

Created and maintained social media business pages on Facebook, LinkedIn, and Twitter for clients.

Gathered data on competitors and analyzed their prices, sales, and method of marketing and distribution.

Managed sales pipeline and created a territory strategy.

Analyzed Sales Operations budget and identify opportunities to optimize or improve efficiencies



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