Business Analyst Process

Ruchi Saxena (PSM-I, PSPO-I)

Certified Agile Business Analyst

Professional Summary

Professional Agile Business Analyst with advanced knowledge of business/software requirements elicitation, analysis, documentation, and management. Exceptional organizational, project management and leadership skills. Adaptable assessor of business problems and root cause analysis, with expertise in building Information Technology based business solutions in ever evolving business landscape. Extensive Healthcare, Finance and Banking domain experience into TPA operations, Wealth Management, Investment Banking, Lending Management and Business Banking operations.

Professional Experience

HMA-HealthCare Management Administrators- Technical Business Analyst II

04/2023 to Present

Bellevue,Washington,USA

Elicit requirements using interviews, document analysis, and requirements workshops, business process descriptions, use cases, business analysis, task and workflow analysis for major projects.

Implemented a new claims analysis process, while implementing a new partnership project to increase new state TPA business and alliance

Communicate and collaborate with external and internal customers and stakeholders to analyze and transform needs, goals and transforming in to functional requirements and delivering the appropriate artifacts as needed.

Create Business Requirements Documents, Test Plans, Requirements Traceability Matrix and other related documentations.

Actively utilized analysis skills and data mapping for compliance reporting project and successfully implemented the reporting regulations ask.

Create business process models, critical control point documentation and work with business owners and system developers to create dash boards that monitor the health of the business process.

Implemented automation process to current claim processing cycle to result in cost containment and higher efficiency output.

Document requirements and design artifacts using a variety of techniques, including User Stories, Acceptance Criteria (Gherkin syntax), Process Flows, Process Models, Mockups/Visual Prototypes, Matrices, and Scenarios.

Worked as a dedicated product owner to supports the design, development, testing, deployment and ongoing support of our Case Trakker program.

Support QA and UAT processes by serving as a subject matter expert and assist in the creation and facilitation of test plan criteria

Wells Fargo Bank - Business Systems Analyst

02/2020 to 02/2023 Los Angeles, California

- Business Analyst

06/2018 to 01/2020 San Francisco, California

Gathering high-level requirements for digital projects, collaborating with stakeholders and interviewing the users for small business lending and digital projects.

Designed and developed Use Case Diagrams, Activity Diagrams, Sequence Diagrams, Class Diagrams and web page mock-ups using Microsoft Visio and Balsamiq tools.

Facilitated and managed requirements walkthrough sessions with Product Owner/SMEs and Scrum team.

Provided support the Scrum team during Sprint Planning Meeting and during the sprint execution.

Wrote SQL scripts using Toad for Oracle as part of data analysis effort.

Collaborated with the QA team to ensure adequate testing of software both before and after completion, maintained quality procedures, and ensured documentation is up to date.

Facilitated all Scrum ceremonies in the capacity of Scrum Master.

Developed and implemented processes and tools for requirements gathering, analysis, planning, tracking and delivery.

Created business process diagrams, as part of gap analysis, to understand the Current State and Future State processes. Derived business/system level requirements from business processes.

Assisted project managers on several project management artifacts like project roadmap, project plan, project scope statement, weekly status meeting minutes.

Conducted UAT (User Acceptance Testing) and provided training to application end users.

Performed Impact Analysis and derived requirements from Requests for Change (RFCs) and Discrepancy Reports (DRs) provided by the client.

Haven Life Insurance – Business Analyst

09/2016 to 04/2018 NY City, New York

Communicated and collaborated proactively with external and internal clients to analyze functional and technical needs.

Identified sources to, gathers and analyzes data relevant to process definition.

Completed and documented analysis of business and technical processes to develop new and/or streamlined processes and reporting in response to evolving internal customer requirements.

Worked closely with the team to document As-Is state and To-Be state business processes.

Developed process recommendation documents, including presentations, process maps, supporting metrics, business requirements and related impact analyses for complex processes or for portions of larger or inter-related processes.

Conducted interviews to gather user requirements through workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, scenarios, and other methods.

Defined, developed and evaluated performance metrics to establish process success, including working with multiple stakeholders, often with competing/conflicting objectives, to ensure cohesive and reachable measures of success.

Other Work Experiences

Relationship Manager -Private Banking HDFC Bank India 2013-2015

Served as Senior Relationship Manager and Investment Planner for Preferred Banking new/existing customers.

Managed client portfolio for high-value individuals/corporations and successfully maintained strong relationships for investments.

Drafted an investment advisory portfolio to the customers’

profiles. Performed data validation testing using SQL queries to validate data. Reviewed the vendor API to reduce stock issues.

Advised on investments for savings, mutual funds, and insurance products.

Wealth Manager -Royal Bank of Scotland UK 2005-2013

Conducted a comprehensive review of client portfolios including meetings, objective strategies, risk profiles, identify opportunities, and prepare/suggest asset allocation.

Provided an understanding of investment vehicles, equities, structured products, foreign exchanges, debt, insurance, and trading investment needs.

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