Preeti Kak

Senior Business Analyst

adrc9y@r.postjobfree.com 630-***-**** ©

SUMMARY:

Client focussed Sr Business Analyst with 11+ years of experience in diversified domains including Pharmaceuticals, Financial Services, Consumer goods and Public Sector. Experience in a variety of medium to large application design and development projects. Expertise working in agile programs with knowledge of IT Service Management (ITSM) based on ITIL best practices. Excellent professional skills with ability to work independently and as a team member. Adept at analyzing large volumes of data, identifying process improvement opportunities and translating complex concepts into simplified solutions. Skilled communicator and collaborator, with proven ability to interact with people at all levels of the organization.

CORE COMPETENCIES:

Business and Data Analysis

Data Quality Analysis

Data Flow Diagrams

BRD, FRD, RTM, Data Flow Documentation

Test Strategy, Test Plans & Test Execution

GAP analysis

Executive Communication

Client Relationship

CRM Applications

Master Data and Reference Data

SQL

MS Excel tools

PROFESSIONAL EXPERIENCE:

Capgemini Financial Services (Dec 2020 – Till Date)

Role and Project: Sr Business Analyst/ Project Manager for Citigroup – Anti Money Laundering Technology

Responsibilities:

Worked on multiple projects including integration of different monitoring systems into a consolidated coverage framework and data quality analysis of various AML systems and processes.

Facilitated requirement workshops with senior business stakeholders.

Delivered time critical artifacts (BRD, FRD, mapping documents, test plans etc.) contributing to the successful business delivery of the project.

Managed teams across time zones and reported status to senior management.

Involved in Test Strategy discussions, creation of test plans and facilitation of UAT execution.

Facilitated defect triage and root cause analysis workshops with technology and business stakeholders.

Environment: Hue, Impala, HPQC, JIRA, PTS, MS Excel, SharePoint

Johnson and Johnson, Piscataway (Feb’20- Nov 2020)

Role and Project: Sr Business Analyst for Master Data Management team

Responsibilities:

Project involved consolidation of Master Data to source data from various systems into a single standardized format in Informatica MDM.

Conduct user and stakeholder interviews and work closely with Product owner to analyze needs for new and enhanced functionalities.

Created various documents including BRD, FRD, User Stories and Use Cases to support application development requests.

Identified and documented functional requirements and mapped them to individual Test Cases using Requirement Traceability Matrix.

Drafted Source to target mapping and creating/updating transformation rules to facilitate data migration.

Performed data validations using various SQL queries to ensure data accuracy and completeness.

Led efforts to plan and define UAT requirements for business validation.

Managed UAT protocol, Test Plan, Test Cases, Test Scripts, Test Scenarios, Test Summary Reports and Defects. Facilitated UAT Test executions.

Documented product defects and helped in Root Cause Analysis.

Worked closely with various business and technology stakeholders for signoffs.

Environment: Oracle DB, SAP MDM, Informatica, JIRA, TOAD, SQL developer, HP ALM, SQL, Data Quality, UML, MDM Data Manager

Depository Trust & Clearing Corporation (Feb’18-Dec’19)

Role and Project: Sr Business Analyst and PM for Master Data Redesign

Responsibilities:

The project consisted of redesigning client master model to create a new enterprise level consolidated database that would source data from various source systems and store data in standardized format.

Worked closely with business users to understand business requirement and translate them into IT functional designs.

Extensively used SQL to perform data discovery, data analysis and define data requirement, usage and data structure

Extensively used Visio to model data and process flows. Used MS paint to create various mock up screens for better understanding and requirement validation.

Involved with defining the data acquisition process that would be used as a corporate wide standard for sourcing data employing master data best practices.

Worked closely with Data modeler to assist in development, design and implementation of new client master relational database.

Worked with Data steward and Product team to provide recommendation for standardization of business process / data to support process efficiency and delivery of better value to the customer.

Responsible for writing source to target mapping and creating transformation rules to facilitate data migration.

Worked with technical team to ensure proper communication and translation of company’s requirement.

Define UAT plans and assist with testing, upgrade and overseeing the conversion of data.

Environment: DB2, Oracle DB, JIRA, TOAD, AQT, Datastudio, HP Quality Center, Cognos Reports, SQL, UML, RUP, Salesforce,

Canon Solutions America Inc. (Nov’16 – Jan’18)

Role and Project: Business Analyst for Business Process Reengineering – Commercial Imaging and Documentation Machines.

Responsibilities:

Created the Business Requirement Document by gathering the user requirements from various departments like sales, territory, sales support, Master Data, Finance and Information Systems.

Conducted JAD sessions with management, Subject Matter Experts, vendors, users and other stakeholders regarding solutions for any open and pending issues.

Created Use Cases and Workflows using MS word and MS Visio.

Configured and customized Salesforce application which supported sales cycle and forecasting needs of the sales team.

Involved in configuring user security settings including profiles, Role, Permission sets and OWD settings

Consistently provided solutions to workflow issues.

Assisted in legacy system conversion to salesforce system.

Involved in business process enhancements and resolving any break/ fixes in the process to increase the efficiency of the system .

Configured reports and dashboards as per user requirement.

Responsible for detailed unit/ integration testing

Wore multiple hats and worked between various departments to assist user with their issues and closures and acted as one source of contact for them.

Responsible for identifying any process enhancements and accordingly work closely with IT team to get them successfully implemented and migrated.

Created UAT/ test scripts and assisted in UAT and user training.

Environment: SQL, Salesforce, WebUI, Apex, Oracle, Oracle, TOAD, MS Visio, UML.

City National Bank (Jan’14 – Oct’16)

Role and Project: Sr Business Analyst for Salesforce Automation upgrade

Responsibilities:

Interacted with business users to capture requirements and to translate them in to project deliverables and co-ordinated with the offshore team.

Played lead role in gathering, analyzing and writing business requirements from business SMEs and acquiring sign-off.

Involved in upgrade planning to build the new SFA system, while mapping their current business process.

Extensively used Visio to model data and process flows and used MS paint to create various Mock up screens for better understanding and for requirement validation

Involved in Design, Configuration and Built of Delta functionality that is not available in the older SFA software version

Worked on developing functional scenarios, process documents and creating Functional Specification documents.

Framed a detailed JAD session agenda and facilitated sessions with the SMEs, process owners & stake holders and collected the meeting minutes from the session and identified various action items.

Highly Involved in activities related to Up gradation from SAP CRM 5.0 to SAP CRM 7.0

Environment: SQL, Tableau, Visio, HP Quality Centre, SAP CRM 7.0/5.0, Solution Manager, SQL Server, MS Visio, UM.

US Department of Agriculture (Sep’12 – Nov’13)

Role and Project: Sr Business Analyst for SAP Grantor Management (SAP Implementation)

Responsibilities:

Requirements gathering from the business owners for conceptual understanding of the business functions, documentation of the requirements, design the requirements to synchronize with SAP functionality.

Performed Requirements Gathering and Analysis, interviewed the SME (Subject Matter Experts),

and ensured that contributors and all key stakeholders were motivated to complete assigned tasks.

Worked on developing functional scenarios, process documents and creating Functional Specification documents

Extensively used Visio to model data and process flows and used MS paint to create various Mock up screens for better understanding and for requirement validation.

Elicited and gathered high level requirements by conducting stakeholder meetings, interviews and discussions for Grantor process.

Extensively involved in Process Mapping, Business process modelling and Testing validation.

Framed a detailed JAD session agenda and facilitated sessions with the SMEs, process owners & stake holders and collected the meeting minutes from the session and identified various action items.

Managed the Requirements (Business as well as System requirements), performed requirements analysis along with the creation of Use Case Scenarios.

Worked with the development team to make sure that they understood the user requirements and that the system developed met those requirements.

Environment: Oracle, Win Runner & HP Quality center, Solution Manager, U Perform Tool, SAP CRM 7.0 /SD, MS Visio, UML,RUP

Toronto Dominion Bank (Jun’10 – Aug’ 12)

Role and Project: Business & Data Analyst for Basel Reporting Data Warehouse

Responsibilities:

The project consisted of creating a data warehouse for Basel Reporting requirements that would source data from various source systems and store aggregated data.

Responsible for writing Source to target Mapping for moving data from operational database to data warehouse.

Extensively used Visio to model data and process flows and used MS paint to create various Mock

up screens for better understanding and for requirement validation.

Worked closely with development team to move the data from the existing database to the new datawarehouse.

Responsible for analyzing Business Requirement and in creation of BRD and FRD.

Co-ordinated with the technical teams across time zones during the complete development lifecycle.

Environment: Oracle DB, HP Quality Center, Cognos Reports, MS Visio, UML,RUP

HCL Technologies Ltd (Jan’05 – Jan’06)

Role and Project: Business Analyst for Hedge Fund Risk Management platform.

Responsibilities:

Prepared use case models based on Business Requirement documentation gathered through interaction with users.

Worked throughout the SDLC, which included requirements, specifications, design, analysis and testing

Participated in various meetings and discussed Enhancement and Modification Request issues.

Worked with the data modelers and QA teams to resolve issues that arose during the implementation phase.

Responsibilities also included analyzing and testing the user interface and constantly redesigning the system to increase its user friendliness for the clients

A major responsibility included interacting with the users and business relationship managers and implementing changes on the database in order to ensure UAT approval.

Worked both at offshore and onshore locations with teams across times zones.

Environment: SQL, Windows, UML, MS Project, MS Visio, UML,RUP,

CERTIFICATIONS:

ITIL 2011 Certification

SAP CRM 7.0 Certification

EDUCATION:

Master of Management Studies (MMS/MBA-Marketing)

Bachelor of Engineering

TECHNICAL & BUSINESS ANALYSIS SKILLS:

Business Modelling : Microsoft Visio, UML, RUP, JIRA

Tools : MS-Office (MS Excel, Word, PowerPoint, Pivot Tables)

Solution Manager, SQL, TOAD, Datastudio, AQT

Defect Tracking : HP Quality Center/ HP ALM

Databases : DB2, Oracle, MS Access, SQL Server,

Analytics/ Reporting tools : Tableau, Cognos Report, Hive

Testing Tools : Win Runner, Load Runner, Quality Centre

ERP : SAP CRM, SAP ECC SD, SAP MDM, Salesforce,

Informatica MDM-P360

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