Business Analyst

Business analyst

Neha Chouhan

****.*******.***@*****.*** Phone: 737-***-****

PROFESSIONAL SUMMARY

Business Analyst with 10+ years of experience in Banking/Financial domains/Insurance Domains. Proficient in Software Development Life Cycle methodologies such as Waterfall, Agile, Kanban, and Scaled Agile Framework combined with transforming business ideas into conceptual models and software solutions.

Adept at Creating and Executing Test Scripts to validate system performance and functionality, ensuring thorough testing across various scenarios and maintaining high standards of software quality.

Knowledge of claim management.

Worked closely with IT teams to design and implement CHIPS integration solutions, ensuring smooth transactions, accurate settlement, and regulatory compliance.

Collaborated with stakeholders to gather business and technical requirements for integrating CHIPS into the organization’s payment processing infrastructure.

Recommended and implemented changes to streamline compliance processes and reduce regulatory risk.

In-depth knowledge of Software Development Life Cycle (SDLC) using Agile, Kanban, Scrum, and Waterfall.

Developed and maintained Agile artifacts; Sprint backlog, Product backlog, burn-down chart and Involved in Scrum events such as Backlog Grooming and Story-Point Estimation.

Collaborate with stakeholders to gather and document business requirements for Dynamics 365 Finance & Operations (F&O) solutions.

Worked closely with product managers, designers, developers, and end-users to gather business requirements and ensure they align with UX best practices.

Worked with stakeholders to gather and document business requirements for claims processing systems, ensuring they meet the needs of both the business and the end-users.

Used advanced SQL functions (e.g., JOIN, GROUP BY, CASE) to perform data transformation and aggregation, creating datasets ready for analysis and reporting.

Analyzed and streamlined business processes within CAPPS (Centralized Accounting and Payroll/Personnel System), driving improvements that resulted in a 25% reduction in payroll processing time and enhanced overall system efficiency.

Collaborated with stakeholders to gather, document, and analyze business requirements using the FACET model, ensuring that both technical and business needs were thoroughly addressed.

Supported the development of Oracle-based workflows and automated processes, resulting in reduced manual efforts and increased operational efficiency.

Designed and delivered UAT training sessions and materials for end-users to ensure they understood the testing process and objectives.

Managed the communication of changes and updates to UAT participants and stakeholders.

Facilitated Agile Scrum Ceremonies: Sprint Planning, Daily Scrum Call, Sprint Review, and Sprint Retrospective Meetings.

Competent in understanding Business requirements and breaking them into Epics and Features.

Proficient in using UML in behavioural, structural Modelling - created Use Case, State chart diagrams, Activity diagrams, Class diagrams, Sequence diagrams, Process flow diagrams, and Data Flow diagrams (DFD) using MS Visio and Rational Rose.

Performed AS IS and TOBE analysis for documenting Business Requirements Document (BRD), which in turn helps in transforming to Functional Requirements Document (FRD).

Collaborated with cross-functional teams to validate and refine business process maps, ensuring that all stakeholders’ requirements were captured accurately.

facilitated the full project life cycle from initiation to closure, ensuring alignment with business objectives and timelines.

Facilitated user acceptance testing (UAT) sessions, ensuring the social service application accurately meets the requirements and expectations of stakeholders and end users.

Worked with Hadoop ecosystems (HDFS, Hive, etc.) to integrate data from multiple sources, enabling unified data analysis for business intelligence.

Analyzed healthcare processes, workflows, and business operations to identify opportunities for improvement, cost reduction, and operational efficiency.

Collaborated with stakeholders (e.g., underwriters, claims managers, actuaries) to gather and document detailed business requirements for insurance products, processes, and systems.

Develop forecasting models to predict future occupancy levels based on historical data and market trends.

Designed and delivered UAT training sessions and materials for end-users to ensure they understood the testing process and objectives.

Developed risk mitigation strategies to address issues that could affect UAT outcomes.

Created and maintained comprehensive documentation throughout the SDLC, including requirements, design, and user manuals.

Good Experience in Tableau report developing, testing and deploying reporting solutions and scheduling the reports using Tableau Server.

Created workflow scenarios, designed new process flows, and documented the business Process and activities of the business from the conceptual to procedural level.

Conducted AML risk assessments for various business lines, identifying potential vulnerabilities and recommending mitigation strategies.

Worked closely with Oracle support teams to resolve system issues, track incidents, and implement patches or upgrades.

Collaborated with business stakeholders to identify processes and workflows that can be automated using RPA tools (e.g., UiPath, Automation Anywhere, Blue Prism).

cybersecurity best practices for employees, raising awareness and reducing human error-related vulnerabilities.

Possess excellent written and verbal communication skills. Responsible, self-motivated, and organized.

Strong knowledge in software testing lifecycle, review and approve test plans and test cases, use of testing tools and Defect tracking mechanism, and coordinate Sanity and User Acceptance Test (UAT) activities.

Worked on various tools like SharePoint dash boarding, Power BI, Tableau, Visio, Lucid Charts, JIRA, Confluence, Microsoft office products.

PROFESSIONAL EXPERIENCE

MUFG Union Bank Dec 2021 - Present

Business Analyst/Product owner

Responsibilities:

Facilitated meetings, including the creation of agendas, and recording of action items from meetings, received, consolidated, and produced status reports for business constituents and steering committee, etc. using MS Word & PowerPoint.

Create visual representations of business requirements using tools like use case diagrams, entity-relationship diagrams (ERD), or context diagrams to capture and communicate stakeholder needs.

Collaborated with stakeholders to gather and define business requirements for Oracle ERP (Enterprise Resource Planning) system enhancements and implementations.

Engaged with stakeholders to gather feedback on process maps, ensuring alignment with business objectives and obtaining buy-in for proposed changes.

Documented the troubleshooting process, including the issue, resolution, and impact, to ensure that lessons learned were available for future reference.

Conducted stakeholder interviews and workshops to collect, analyze, and document business requirements throughout the project life cycle.

Worked with stakeholders to gather and document business requirements for Fedwire payment integration into enterprise systems, ensuring seamless transactions and regulatory compliance.

Created comprehensive business requirement documents (BRDs), functional requirement specifications (FRSs), and user stories that aligned with project goals and SDLC phases.

Coordinated with business stakeholders to define UAT criteria, ensuring that test scenarios were aligned with business goals and user expectations.

Facilitated cross-functional meetings to gather input and ensure stakeholder needs were prioritized in project scope, minimizing misunderstandings and delays.

Performed data validation and quality checks using SQL queries to ensure data integrity and accuracy in reports and dashboards.

Provided expertise in Oracle Financials (AP, AR, GL) to support business operations, streamline financial processes, and ensure compliance.

Tracked testing progress and quality metrics (e.g., defect density, test coverage) to ensure the product met business standards before release.

Worked with stakeholders to identify high-risk customers, transactions, and geographies, ensuring AML strategies were effectively prioritized and applied.

Translated business needs into clear and actionable requirements, ensuring all functional, non-functional, and system requirements were captured for the SDLC.

Designed business processes that aligned with organizational goals and helped in the efficient management of the project life cycle.

Develop and maintain an automation roadmap, prioritizing high-impact processes for RPA deployment to maximize business value.

Utilized SQL for historical trend analysis, identifying patterns in business data that informed predictive analysis and forecasting efforts.

Use workflow charts to identify inefficiencies, bottlenecks, or redundant steps within business processes, helping to streamline operations.

Developed training materials and provided hands-on support to CAPPS users, ensuring smooth adoption of system changes and increasing user proficiency, which resulted in a 20% decrease in user-reported issues.

Facilitated process mapping exercises to align business processes between different departments, ensuring seamless integration and reducing process gaps.

Assist in the development of a detailed data migration strategy, outlining timelines, resources, and key milestones.

Utilize Hive or Impala on top of Hadoop to run SQL-like queries on big data, making it easier for stakeholders to access and interpret business-relevant information.

Prepared UAT test plans, outlining test scope, objectives, test case creation, timeline, and resource allocation, ensuring clarity and alignment with stakeholders.

Documented detailed CHIPS system specifications, ensuring alignment between business needs, regulatory requirements, and IT development capabilities.

Collaborated with IT and development teams to define technical requirements for integrating Fedwire into existing payment processing systems.

Analyzed and mapped AML transaction monitoring rules, improving the detection and reporting of suspicious activities.

Worked with technical teams to translate business requirements into Oracle system configurations, customizations, and reports.

Experience in Agile/Scrum methodologies, enabling efficient and flexible project delivery in fast-paced environments.

Utilize Python for data analysis, manipulation, and reporting to support business decision-making processes.

Create Unified Modeling Language (UML) diagrams like class diagrams, sequence diagrams, or activity diagrams to represent various aspects of software systems, improving collaboration with technical teams.

Assisted in defining the project scope, objectives, deliverables, and timelines during the initiation phase of the SDLC, ensuring alignment with business priorities.

Identify potential project risks and develop mitigation strategies to address issues before they impact project delivery or scope.

Identify and implement performance optimizations for ETL processes, ensuring efficient data processing and minimal downtime.

Support risk teams in analyzing market, credit, and operational risks associated with investment portfolios.

IT teams to ensure seamless integration between RPA solutions and existing systems, including ERP, CRM, and legacy applications.

Perform data cleansing and validation in Excel to ensure data accuracy and consistency for business reporting.

Develop Python scripts to automate repetitive tasks, such as data extraction, transformation, and loading (ETL) from various data sources.

Develop organizational structure diagrams to illustrate reporting relationships and roles within the business, clarifying team responsibilities.

Documenting and streamlining Veeva Vault intake workows with BPMN, Scrum, workow optimization methods. Documentation of Veeva Vault Intake processes for sales aids, approved e-mail.

Collaborated with business users, product owners, and developers to ensure clear understanding of UAT objectives and expectations, ensuring seamless testing execution.

Conducted workshops with subject matter experts (SMEs) to capture and document current state processes, translating them into clear and actionable process maps.

Assisted in the design and implementation of AML systems that integrated seamlessly with the organization’s core banking systems to detect and prevent money laundering activities.

Facilitated workshops with business users to understand their needs related to Fedwire transactions and translated them into actionable requirements for development teams.

Managed communication between stakeholders and project teams throughout the project life cycle to ensure ongoing alignment with business needs and goals.

Created and maintained a knowledge base of recurring issues and troubleshooting steps, streamlining the issue resolution process for future occurrences.

Collaborate with business stakeholders to define requirements and design Python-based solutions to meet business needs and enhance operational efficiency.

Work with change management teams to ensure effective communication, training, and user adoption during RPA implementation.

Ensure that workflow charts are aligned with the organization’s strategic objectives, identifying areas where process improvements can directly impact business outcomes.

Acted as a liaison between business users and technical teams to ensure Oracle application configurations met business requirements and objectives.

Assisted in troubleshooting database-related issues, improving query performance, and reducing system latency by analyzing and optimizing SQL queries.

Coordinated with cross-functional teams to implement new tools and technologies, ensuring the successful adoption and integration of solutions across departments.

Evaluate and recommend rapid tools and technologies that can streamline workflows and improve productivity in a fast-paced environment.

Develop detailed functional specifications for customizations, integrations, and workflows within D365 F&O.

Assist in reviewing and updating claims policies and procedures, ensuring they comply with industry regulations and reflect best practices.

Document data migration processes, mappings, validation rules, and any exceptions or issues encountered for future reference and audits.

Conduct in-depth research on market trends, economic conditions, and industry developments to inform investment strategies.

Analyze and optimize the lifecycle of insurance policies, from quote generation and underwriting to renewal and cancellation processes.

Implement CHIPS messaging protocols, ensuring compliance with industry standards for interbank payment processing.

Worked closely with IT teams to design and implement CHIPS integration solutions, ensuring smooth transactions, accurate settlement, and regulatory compliance.

Include roles, responsibilities, and decision points in workflow charts to clarify accountabilities and streamline communication across teams.

Collaborate with stakeholders to gather and document business requirements for payment systems and processing solutions.

Participate in Agile ceremonies, contributing to sprint planning and backlog refinement focused on WebSphere-related projects.

Collaborated with IT, product development, and other business units to ensure seamless communication and successful project outcomes, leveraging SME knowledge to bridge the gap between business and technical teams.

Scheduled and organized UAT sessions, ensuring all relevant stakeholders participated and that feedback was captured and prioritized effectively.

Utilized Oracle SQL to query databases, validate data, and support decision-making processes.

Leverage workflow charts to identify tasks that could be automated, improving productivity and reducing manual errors.

Assisted in the development of hedge fund compliance reports, ensuring adherence to regulatory requirements, such as those set by the SEC or other financial authorities.

Supported the launch of AML solution upgrades, ensuring that new features were effectively aligned with evolving regulatory requirements.

Supported stakeholders with documentation and training, enabling smooth user adoption and minimizing resistance to changes introduced during the SDLC.

Coordinated process mapping sessions with subject matter experts (SMEs) to accurately capture process flows and gain consensus on process improvements.

Mapped out the end-to-end CHIPS payment process, identifying inefficiencies and proposing process improvements to enhance transaction speed and minimize risks.

Collaborate with data governance teams to establish and maintain data quality standards across the organization.

Worked closely with project managers, developers, QA teams, and business users to ensure seamless communication and successful delivery of Jira-based projects.

PNC Bank - Highland Hills, OH Oct 2017 – Nov 2021

Technical Business Analyst

Responsibilities:

Prepared a traceability matrix for tracking the requirement to software requirement specifications and test cases. Also maintained change management throughout inception phase to transition phase.

Project was on Application for PNC loan origination.

Mapped existing business processes for Fedwire payment workflows, identifying inefficiencies and proposing process improvements to optimize transaction speed and reduce errors.

Collaborate with data engineers to design and implement ETL pipelines that extract data, transform it into useful formats, and load it into Hadoop for further analysis.

Facilitated workshops and user training sessions for Oracle applications to improve user adoption and process efficiency

Build and maintain Python models to forecast trends, analyze business performance, and identify opportunities for optimization.

Use Business Process Flow Diagrams to represent high-level processes and interactions between key components or departments, giving stakeholders a clear overview of process steps and key decision points.

Mapped out the end-to-end CHIPS payment process, identifying inefficiencies and proposing process improvements to enhance transaction speed and minimize risks.

Familiarity with D365 F&O integrations, data migration, and customization capabilities.

Supported performance and load testing efforts by providing business context for critical user flows and scenarios, ensuring key processes were stress-tested.

Monitored UAT progress, ensuring that testing was completed on schedule and that any issues identified were communicated promptly to the development team for resolution.

Created and maintained clear documentation of decisions and action items during each phase of the life cycle.

Analyzed and documented end-to-end Fedwire transaction flows, including initiation, processing, and settlement, ensuring compliance with banking regulations.

Utilized data governance tools (e.g., Collibra, Alation, Informatica) to manage data policies, metadata, and data quality across systems.

Support the implementation of new HR technologies or processes, ensuring smooth transition and adoption by employees.

Ensure that data management practices align with regulatory requirements (e.g., GDPR, HIPAA) and industry standards.

Assist in managing risk associated with equity trades, using tools such as stop-loss orders and hedging strategies.

Evaluate and recommend investment strategies based on historical performance, risk profiles, and financial forecasts.

Provide end-user training, documentation, and ongoing support for Tririga users, ensuring effective adoption and usage.

Work with stakeholders to gather and document requirements for ETL processes, ensuring alignment with business objectives.

Configure and customize Jira boards, workflows, issue types, and fields to align with business processes and project needs.

Lead or support data migration efforts when transitioning to new insurance management systems or platforms.

Design impact diagrams to visually illustrate the potential effects of a decision, helping stakeholders understand both the immediate and long-term impacts of business choices.

Analyzed and documented CHIPS transaction flows, focusing on payment initiation, execution, and settlement, to ensure smooth operation and minimize delays.

Identified defects and issues during UAT execution, documenting them with detailed descriptions and steps to reproduce, enabling quick resolution by the development team

Developed UAT test scenarios for Fedwire payment processing systems, validating that the system handled various transaction scenarios and met business expectations.

Identified potential risks and issues during each phase of the project life cycle, working with the team to develop mitigation plans.

Implemented automated data quality checks using governance tools, resulting in a 15% reduction in manual data validation efforts.

Supported Oracle Fusion/Cloud implementations, ensuring alignment with business needs and industry best practices.

Knowledge of cloud architecture and Azure services to support enterprise-scale business solutions.

Translate customer requirements into actionable system modifications or feature enhancements within Hogan Deposits.

Assist in the development of data governance frameworks, including data ownership, stewardship, and lifecycle management.

Use AI to enhance customer experience through tailored product recommendations, targeted marketing, and personalized communication.

Utilize CSDM data to generate reports and dashboards that provide insights into service performance, usage, and trends.

Create detailed user personas to guide product development and enhance user experience.

Coordinated and led UAT for Fedwire integration, working closely with QA teams and end-users to ensure the system processed payments correctly and met performance benchmarks.

Create client-facing materials and presentations, highlighting key equity market trends, portfolio performance, and investment opportunities.

Integrate data from multiple sources, including internal systems, third-party applications, and external databases, into a unified view.

Facilitated discussions between procurement teams, IT, and business units to define Ariba implementation goals, objectives, and timelines.

Mentors junior analysts and provides training sessions to enhance team skills and knowledge in SaaS best practices.

Evaluate and implement clinical decision support tools within the EMR to enhance patient care and provider efficiency.

Evaluate risks in the supply chain and develop mitigation strategies to ensure continuity.

Worked with developers to validate fixes for defects found during UAT, ensuring that solutions were aligned with business needs and objectives.

Use time series diagrams to analyze and visualize data over a period, helping to identify trends, patterns, and potential forecast models for decision-making.

Assisted in the deployment of data governance platforms, streamlining the monitoring and enforcement of governance policies across the organization.

Analyzed Oracle system logs and reports to troubleshoot issues, perform root-cause analysis, and recommend process improvements.

Provide training to HR staff on new systems or process changes, ensuring proper use and understanding.

Provide insights to improve inventory management and optimize stock levels across the supply chain.

Work with the QA team to ensure that ETL processes meet data quality standards and business requirements.

Develop and manage data integration processes to ensure seamless data flow across various business systems.

Manage and track issues (bugs, tasks, epics, etc.) in Jira, ensuring that each issue is assigned, tracked, and resolved within set timelines.

Assisted in the creation of a continuous improvement plan for the social service application, ensuring that feedback from users and stakeholders is incorporated into future updates and releases.

Coordinated the testing efforts throughout the project life cycle, managing defect tracking and resolution to ensure a quality solution.

Support change management initiatives related to CSDM adoption, including stakeholder engagement and impact assessments.

Created different graphs and charts such as Pie Chart, Bar Chart, etc. using MS Excel and also created reporting presentation using MS PowerPoint.

Columbia State Bank, Tacoma, WA Dec 2016 – Aug 2017

Business Analyst

Responsibilities:

Created LOS Help desk and procedure for initial response to questions, issues and concerns, development of FAQ list and online guides.

Worked in the environment involving Agile PLM (Product lifecycle management) Administration and configuration and customization, this includes the discussion and understanding the customer issues and defining the Agile Users/ Workflows/ Roles and Privileges.

Coordinate testing efforts for FGPP transactions, including unit testing, integration testing, and user acceptance testing (UAT).

Served as a managing Business Analyst for a mortgage compliance initiative to alleviate potential litigation.

Worked to identify compliance issues and reviewed all existing mortgage documents for project.

Actively involved in the requirements and design phases to ensure comprehensive test coverage for applications and interfaces, provide retro-actively for existing applications.

Collaborated with cross-functional teams (business, IT, compliance) to align data governance policies with business objectives and data requirements.

Assist in the design, implementation, and integration of Azure-based solutions (e.g., Azure SQL Database, Azure Data Factory, Azure Logic Apps) to support business processes.

Continuously monitor the effectiveness of supply chain operations and recommend areas for innovation.

Design and implement HR metrics to measure the effectiveness of HR initiatives, such as recruitment, training, and employee development.

Use data analysis techniques, such as trend analysis, cohort analysis, and predictive modeling, to uncover patterns and forecasts.

Assist in the planning, testing, and deployment of new deposit products or features within the Hogan Deposits system.

Continuously analyze and improve Jira workflows, issue handling processes, and team collaboration to optimize productivity and efficiency.

Identify skill gaps within the workforce and recommend training or hiring strategies to address them.

Created and delivered presentations on claims performance and trends to senior management, supporting strategic decision-making and policy adjustments.

Facilitated data governance workshops and training sessions, promoting a culture of data ownership and governance across the organization.

Build complex Excel models to forecast trends, assess business performance, and support strategic decision-making.

Analyze and document business workflows, then map those processes to Azure-based solutions to improve efficiency and scalability.

Perform gap analysis to assess current business operations and identify opportunities for improvement using Azure tools and technologies.

Stay up-to-date with industry trends, emerging technologies, and best practices to improve supply chain efficiency.

Develop test cases and scripts based on business requirements to ensure the system meets case management needs.

Ensure that unit tests effectively validate that individual components meet specified business requirements.

Track and manage defects related to case management functionalities and work with developers to resolve them.

Assist in managing changes in the project by tracking and documenting changes in Git repositories.

Provided training and support to team members on GCP tools and best practices, promoting effective use of cloud resources and enhancing team capabilities.

Collaborated with stakeholders to gather business and technical requirements for integrating CHIPS into the organization’s payment processing infrastructure.

Identified process inefficiencies and recommended improvements, drawing on SME knowledge to optimize workflows and ensure business operations ran smoothly and efficiently.

Work with stakeholders to understand data migration needs, business requirements, and goals to ensure a smooth migration process.

Identify and assess potential risks related to HR operations and recommend mitigating strategies.

Conduct a thorough review of existing insurance processes (e.g., claims handling, underwriting, customer service) to identify inefficiencies or bottlenecks.

Automate repetitive tasks and reporting processes using Excel macros (VBA) to improve efficiency and reduce manual effort.

Assist in the implementation of cloud migration strategies, ensuring business applications and data are effectively transitioned to Azure.

Integrate SQL with business intelligence tools (e.g., Tableau, Power BI) to create dynamic visualizations and dashboards.

Developed wireframes, site maps and content inventories.

Involved understanding the current business process, defining scope of the project along with position statement.

Leverage Jira’s automation rules to streamline repetitive tasks, improve productivity, and ensure adherence to processes

Created use-case scenarios and storyboards in MS Word and MS PowerPoint for better visualization of the application.

Facilitate collaboration between business, technical, and operational teams by creating shared Confluence spaces for cross-functional project documentation and communication.

Documented detailed CHIPS system specifications, ensuring alignment between business needs, regulatory requirements, and IT development

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