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Senior Business Analyst

Location:
Chicago, IL
Posted:
April 19, 2025

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Resume:

SYED A ZAIDI

SENIOR BUSINESS & DATA ANALYST

Southlake, TX • 908-***-**** • *****.********@*****.*** • https://linkedin.com/in/aatif-zaidi-184527b0/

PROFESSIONAL SUMMARY

●Senior business analyst with 12+ years of expertise managing complex ERP implementations, driving system optimizations, and delivering data-driven insights that align with business objectives, ensuring seamless integration and execution.

●Excels in gathering and analyzing business requirements, facilitating stakeholder workshops, and translating complex needs into functional specifications to support system enhancements, streamline workflows, and improve operational efficiency.

●Adept at conducting data analysis and system design, with proven expertise in developing strategic data architectures, automating processes, and creating advanced reporting solutions using SQL, Tableau, and Oracle to enable data-informed decisions.

●Proven track record in stakeholder management and communication, coordinating with business units, IT teams, and vendors to drive process improvements and ensure smooth deployment and operational continuity of enterprise-wide solutions.

CORE COMPETENCIES

Business Analysis Data Analysis Business Intelligence SQL Data Visualization Tableau Power BI Python R Machine Learning Statistical Analysis Data Mining Predictive Analytics ETL Dashboard Development A/B Testing Data Governance Data Modelling Excel Agile Methodologies Requirements Gathering Data Warehousing Database Management Data Cleansing KPI Reporting Forecasting SQL Server Big Data Data Integration Advanced Excel Functions Data Architecture SQL Query Optimization Cloud Computing Product Management Project Management Team Management Cross-Functional Collaboration

KEY ACHIEVEMENTS

●Drove complex Oracle ERP implementations for Charles Schwab and Bed Bath & Beyond, leading cross-functional teams to define requirements, streamline workflows, and integrate multiple systems, ensuring seamless deployment and operational efficiency.

●Led the development of a web-based dashboard for account advisors at Charles Schwab, enhancing client service management across multiple product modules and introducing advanced reporting metrics, filtering capabilities, and real-time data access.

●Directed large-scale UI/UX enhancements and vendor migrations for a global loyalty platform at Estée Lauder, optimizing UX while ensuring compliance with regional regulations, business objectives, and enterprise-wide digital transformation strategies.

●Managed enterprise marketing and e-commerce initiatives for Bed Bath & Beyond, leveraging data analytics, Google Analytics, and digital marketing strategies to optimize campaign performance, increase customer engagement, and drive revenue growth.

●Spearheaded improvements to sales promotion platforms at L.L. Bean, analyzing 100+ sales and marketing metrics from previous store promotions, identifying key purchasing behaviors, and formulating strategic recommendations to optimize future campaigns.

PROFESSIONAL EXPERIENCE

Business Analyst Product Owner Charles Schwab Dallas TX May 2022 to Present

Managed complex Oracle ERP implementation and upgrade projects by creating detailed project plans, timelines, and resource allocation strategies, coordinating with IT teams and business units to ensure requirements were fully captured and executed.

●Drove project completion by ensuring that all ERP modules, configurations, integrations, and reports met stakeholder expectations, achieving seamless deployment while maintaining documentation and facilitating knowledge transfer for operational continuity.

●Played a key role in developing a web-based dashboard interface, enabling account advisors to access and manage client services across multiple product modules while establishing reporting documentation to define essential data metrics and filtering criteria.

●Conducted in-depth business and data analysis to identify trends, assess system performance, and recommend enhancements, leveraging SQL, Tableau, and Power BI to create comprehensive dashboards and reports for executive decision-making.

●Collaborated with cross-functional teams to gather and document business requirements, translating them into functional specifications and user stories to guide development teams in optimizing workflows and data integration processes.

●Monitored and troubleshot system go-live events to ensure smooth transitions.

●Led data validation and quality assurance initiatives, ensuring the accuracy and consistency of financial and operational data across enterprise platforms, while supporting compliance and risk management efforts through rigorous data governance practices.

Environment: MS Office, MS Visio, Mockup Screens, APIs, Oracle, MS word, JIRA, Scrum, MS Project, Postgres DB.

Technical Business Analyst Product Owner Estée Lauder New York, NY Aug 2018 to May 2022

Led UI/UX enhancements and vendor migration of a global loyalty platform across multiple markets, ensuring seamless integration and alignment with business goals while navigating regional complexities to maintain a consistent customer experience.

●Managed the transition of the ERP system to full operational capacity by overseeing system testing, coordinating user acceptance testing (UAT), tracking approved change requests, and archiving essential project documentation for compliance and audit purposes.

●Collaborated with executive leadership, external vendors, and cross-functional teams to streamline business and system processes, developing strategic workflow optimizations that improved project delivery across multiple product portfolios.

●Provided project management oversight by leading sprint planning, daily scrums, retrospectives, stakeholder meetings, and software demonstrations, ensuring timely communication of project updates, risks, and deliverables to leadership and key stakeholders.

●Conducted extensive data analysis and modeling to bridge gaps between current-state and future-state requirements, designing robust data architectures that supported enterprise reporting needs and enabled informed decision-making across business units.

●Identified system optimization opportunities and provided data-driven recommendations.

●Developed business requirement documents (BRDs), functional requirement documents (FRDs), and feasibility impact analyses (FIAs), ensuring technical teams had precise specifications for system enhancements, integrations, and ERP functionality upgrades.

Environment: MS Office, MS Visio, Mockup Screens, APIs, Oracle, MS Word, JIRA, Scrum, MS Project.

Product Manager Bed Bath & Beyond Union, NJ Aug 2015 to Jul 2018

Directed end-to-end implementation of Oracle ERP solutions, ensuring configurations, data mappings, and integration processes aligned with business needs while overseeing user training, change management, and system handover to operational teams.

●Led the development and execution of strategic project plans, managing work breakdown structures, defining key milestones, and maintaining clear communication to ensure deliverables met business requirements and were aligned with corporate objectives.

●Managed enterprise marketing and e-commerce initiatives, supporting campaign execution through data analysis, Google Analytics tracking, and optimization of email/mobile marketing strategies while ensuring compliance with industry standards for data integrity.

●Designed robust reporting solutions using SQL and Tableau, creating dashboards to analyze customer engagement, campaign performance, and e-commerce conversions while providing actionable insights for optimizing digital marketing efforts.

●Developed BRDs, use cases, and test plans, ensuring smooth collaboration between development teams, QA, and business users while tracking all project phases through Jira and maintaining documentation of user stories and system requirements.

●Facilitated Agile and Scrum methodologies by leading sprint planning, daily scrums, and retrospectives, working closely with UX designers, developers, and analysts to enhance the user experience and implement high-impact system enhancements.

Environment: MS Office, MS Visio, Mockup Screens, APIs Teradata, Neteeza, Oracle, MS word, JIRA, SQL, SAS, Scrum

Business System Analyst Project Coordinator Fidelity Investments Durham, NC Jun 2014 to Jul 2015

Led a data migration initiative for IGE core applications, ensuring seamless transition of client accounts across wealth management, investing tools, and brokerage platforms while working with stakeholders to mitigate risks and maintain operational integrity.

●Provided expertise in business process reengineering by analyzing manual workflows, identifying inefficiencies, and implementing optimized service delivery models that improved turnaround times and enhanced overall system performance.

●Created system documentation, including functional specifications, UI specifications, and business process diagrams, to ensure alignment between business objectives and IT development teams while tracking change requests for system improvements.

●Maintained up-to-date documentation and best practices for system use.

●Spearheaded Agile development initiatives by participating in Scrum ceremonies, developing user stories, and coordinating cross-functional collaboration between business analysts, developers, and quality assurance teams to drive efficient software delivery.

●Designed wireframes, screen mockups, and data flow diagrams to support application enhancements, collaborating with UX teams and stakeholders to refine user interfaces and improve the usability of investment and portfolio management tools.

●Conducted user acceptance testing (UAT), verifying system functionality and data integrity across multiple environments, resolving defects through root cause analysis, and ensuring final product readiness for enterprise-wide rollout.

Environment: Oracle 11g, IBM RTC, Toad, MS Word, MS Visio, Mockup Screens, SOAPUI, SOAtest, SharePoint, REST service, APIs, SQL

Systems Analyst Data Analyst J Knipper & Company, Inc. Somerset, NJ Jun 2013 to May 2014

Managed enterprise-wide IT system assessments, evaluating business needs and implementing system enhancements to optimize workflows, improve data integrity, and align technology solutions with corporate objectives.

●Led cross-functional design sessions, gathering and documenting business requirements, creating user templates, and defining system specifications while ensuring seamless collaboration between internal stakeholders and external vendors.

●Provided technical oversight for Jira and Confluence, customizing dashboards, managing user access, and tracking software deployment cycles while implementing best practices to streamline Agile project management workflows.

●Designed and maintained data integration frameworks, ensuring accurate extraction, transformation, and loading (ETL) processes while conducting rigorous testing to validate data consistency across enterprise reporting platforms.

●Conducted impact assessments for new system implementations, identifying potential risks, defining mitigation strategies, and ensuring compliance with corporate data governance policies and industry standards.

●Oversaw deployment and post-implementation support, creating comprehensive handover documentation, training end-users, and providing ongoing technical support to ensure seamless adoption of new system capabilities.

Environment: Microsoft SQL, IBM Neteeza, Toad, MS Word, MS Visio, Mockup Screens, SVN, JIRA, SalesForcce, BI Query SharePoint, Jira /Confluence.

Business Intelligence Analyst FINRA Rockville, MD Apr 2012 to May 2013

Conducted impact analysis on data discrepancies and integrity issues while leading data surveillance efforts, mapping Direct Edge data center integrations, and performing annual pattern-based surveillances to enhance data quality and regulatory compliance.

●Partnered with cross-functional teams to gather, assess, and document business requirements while analyzing diverse source systems, supporting technical teams in understanding data structures, and facilitating the design of logical and physical data models.

●Developed and maintained entity-relationship diagrams, data dictionaries, and source-to-target mapping documents that outlined transformation rules, cleansing protocols, and metadata structures for data warehouses, data marts, and operational data stores.

●Validated transaction records using complex SQL queries, performed extensive data profiling to assess metadata accuracy and adherence to business rules, and collaborated closely with SMEs and data stewards to enhance overall data governance.

●Designed and optimized interactive dashboards and reports using SQL and Tableau, ensuring data accuracy while monitoring system performance and integrity, training stakeholders on ML tools, and providing technical documentation to support BI applications.

●Oversaw project documentation efforts, managing SharePoint repositories and collaborating cross-functionally with project managers and other key stakeholders to communicate progress, risks, and recommendations.

Environment: GreenPlum, SQL, Oracle(11g), IBM Neteeza, Hadoop, Toad, MS Word, MS Visio, Mockup Screens, Teradata, Oracle 11g, TSVN, JIRA, BI Query.

Data Analyst SQL Developer L.L. Bean, Inc. Freeport, ME Sep 2011 to Mar 2012

Redesigned and optimized sales promotions platforms, involving analysis of sales and marketing metrics from previous store promotions, identification of key purchasing behaviors, and development of targeted improvements to optimize future campaigns.

●Designed logical, conceptual, and physical data models for data marts, ensuring seamless integration with existing systems while conducting impact analyses to prevent performance degradation and maintain operational efficiency throughout system updates.

●Developed and optimized SQL queries, OLAP cubes, and multi-dimensional tables to extract, transform, and analyze large datasets, utilizing data mining techniques to uncover actionable insights and support decision-making across sales, marketing, and operations.

●Led data validation, profiling, and cleansing efforts, importing, transforming, and structuring complex datasets to improve reporting accuracy, while designing dashboards and reports in Tableau to visualize KPIs and campaign effectiveness.

●Managed cross-functional projects to improve marketing operations, coordinating requirement gathering sessions with stakeholders, creating screen mockups, and developing POC reports to align technical solutions with business objectives.

●Automated recurring data processing tasks using UNIX shell scripting, configured SQL-based views and stored procedures, and developed ETL processes to facilitate seamless data migration, backup procedures, and system enhancements.

Environment: Squirrel SQL, Oracle 11g, DB2, Toad, MS Word, MS Visio, UNIX Shell Scripting, JIRA, BI Query

ADDITIONAL EXPERIENCE

Business Intelligence Consultant Business Analyst Broadridge Financial Edgewood, NY Sep 2010 to Aug 2011

Led reporting, data analysis, and process automation initiatives for 45 major financial clients, developing custom solutions for Print on Demand, PDF manipulation, billing portals, and transfer agency applications for shareholder account management.

Business Intelligence Analyst Nielsen Oldsmar, FL Nov 2009 to Aug 2010

Conducted business/data analysis for the Flowshare application, a telecom industry intelligence platform, gathering requirements, analyzing subscriber behavior patterns, and identifying data anomalies to improve the accuracy of market-level consumer analytics.

EDUCATION AND CERTIFICATIONS

Master of Science (MS) in Information Technology University of Delaware

Bachelor of Science (BS) in Economics & Finance Minnesota State University, Mankato

Certified Scrum Product Owner (CSPO) Scrum Alliance

TECHNICAL SKILLS

Project Methodologies: Rational Unified Process (RUP), Software Development Life Cycle, Agile

Business Modeling: Rational Requisite Pro, MS Visio, MS Project

Reporting Tools: Siebel Analytics 7.8.x/7.7.x/7.5.x, OBIEE 10.1.3.x, Oracle BI Apps, Spot fire, Cognos

Test Automation Tools: Quality Center (9.0/10.0), HP Quick TEST Professional (9.2/10.0), Load Runner

Testing Management Tools: TOAD (8.6/9.0), SQL Developer (1.5), Reedit SQL, Test Director, TIBCO BW, Soup UI, XML, API

Languages: Visual Basic, VB.NET, JAVA, SQL, XML, HTML

Databases: Oracle 10g/9i/8i, DB2, Sybase, RDBM, MS SQL Server, MS Access, MySQL, Tera Data, Hadoop, Nateeza, SAS, Salesforce

Operating Systems: Mac OS, Windows 7/Vista/XP/2000, Linux, UNIX, MS-DOS

ETL Tools: Informatica 10, Data stage.

Web Technologies: RDBMS, UML, XML, XML Spy, Fiddler, SOAPUI

BI Tools: COGNOS, Micro Strategy, Spotfire



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