Business Analyst Project Manager

SACHIN JAIN

San Jose, CA +1-720-***-**** **********.***@*****.*** htttps://www.linkedin.com/in/sachinjain01

Senior Business Analyst

Senior Business Analyst with strong experience in delivering complex digital transformations, fintech, mortgage and loan origination systems, consumer credit analysis and eCommerce solutions for global enterprises.

Adept at bridging the gap between business needs and technology implementation, leading cross-functional teams, and driving measurable outcomes.

Domain Expertise: Retail & Investment Banking, Healthcare Insurance, 401K Retirement, Capital Markets, Commercial Lending and loan origination, processing and disbursements, eCommerce Supply Chain, automated bill payments

Agentic AI Systems: Understanding of autonomous agents, goal-driven workflows, and orchestration of AI tools (e.g., ChatGPT, Langchain & LangGraph) to drive complex task execution.

Generative AI Integration: Practical exposure to integrating GenAI (e.g., OpenAI and Google Gemini) for business process automation, document generation, customer engagement, and data summarization.

Core Competencies – Business Systems Analysis Agile/Scrum Project Management Requirements Elicitation Data Mapping & Reporting Stakeholder Communication Process Optimization UAT & Release Planning Product Road mapping Global Delivery Models

TECHNICAL SKILLS

Business Analysis: Requirements gathering, backlog management (Jira), user story creation, epics, use cases, workflows, acceptance criteria, test cases review, user training demos, production support

Database: SQL Server, MySQL, Cassandra – proficient in querying and analyzing complex data structures using window functions, aggregations, joins etc., data analysis through Python Pandas

Financial Domain: Retail Banking, Capital Market, Loan origination systems, Loan processing and disbursements, credit reporting, automated bill payment solutions, compliance, and regulatory standards

Collaboration: Jira, Confluence, Wiki management, cross-functional team facilitation, JAD sessions

Methodologies: Agile, Lean, Iterative, Waterfall SDLC, UAT, automated testing, QA processes

Data Visualization & BI: Power BI, Tableau, Ms Visio, Figma, process/sequence diagrams

Tools: Ms Visio, Ms TFS, PPM, Jira, Confluence, Service Now

PROFESSIONAL EXPERIENCE

Project: Application Development for World Bank Group, Washington DC, USA

Role: Business Analyst / Onsite Coordinator

Managing the enhancements and changes in the legacy loan systems of International Finance Corporation in the World Bank which involved loan origination, evaluation, credit analysis, disbursements, post disbursements

Developed KPI tracking dashboards and visual reporting solutions using Power BI and Tableau to facilitate informed decision-making and optimize project performance.

Guided cross-functional teams through ambiguity with structured planning, process transformation, and sprint execution in an agile environment.

Explored opportunities to integrate Generative AI to automate client document reviews and requirement gathering, reducing manual analysis effort by 40%.

Collaborated with AI/ML teams to evaluate feasibility of agent-based task execution for complex multi-step Loan processing and reporting workflows.

Successfully gathered requirements, delivered the user stories, conducted data analysis through complex MySQL queries using window functions, aggregations, joins etc., Python Pandas and supported testing efforts, conducted client demos for UAT and prepared release notes for enhancements in legacy Commercial Loan and Financial Accounting Applications being used internally by bank

Project: SAP Commerce System Integration for clients across USA – Goolge, Veritiv, Delta, Brizo, Batesville, Ardene

Role: Business Analyst

Managing the requirements and implementation of SAP Hybris eCommerce platform for various business clients in B2B and B2C domains.

Successfully completed the requirements gathering, data analysis using mySql and python, Wireframes, defined UI/UX flows and documentation for a client offering packaging products in supply chain domain based in Atlanta, GA.

Lead and partnered with Data, Architecture, Legal, Copy, Business, Engineering & PMO to ensure delivery success

Managed reported incidents and issues through Service Now platform

Created proof-of-concept for using LLMs to draft Business Requirements Documents (BRDs) from unstructured SME notes.

Project: Home Preservation – Mortgage Processing for Wells Fargo Bank, San Francisco

Role: Senior Business Analyst & Project Manager

The project focused on loan closure based on credit rating appraisals, mortgage processing and pre-foreclosure activities management for the bank’s Home Preservation LOB.

Delivered the assigned track with the support of 200+ associates and 6 Team Leads.

Managed work allocation, performed mortgage data analysis using complex Sql queries and python libraries, timesheets planning, resource scheduling and weekly status reporting to senior management

Created Execitive Dashboard using Amazon Quicksight that improved delivery efficiency by 28%

Assessed GenAI tools (like GPT-4 and Claude) for use in enhancing customer support automation, knowledge base generation, and SOPs creation.

Partnered with internal innovation teams to scope Agentic AI-driven product recommendation engines leveraging user behavior and metadata.

Project: Insurance application Maintenance for State Health Department, Reno, Nevada

Role: Senior Business Analyst

Managed an IT track ($60MM) for Insurance application being used by Nevada State healthcare department for enhancements, change requests and new application development

Managed work scoping, resource planning, scheduling, development, testing and project delivery as part of PMO team of 6 PMs.

Project: Insurance application Enhancement for BlueCross BlueShield of Vermont

Role: Business Analyst

Gathered requirements for enhancement of the health insurance application used by 300K retail users and delivered BA artifacts like BRDs, Jira stories, process diagrams, backlog grooming, wireframes etc.

Supported Dev. Team and testing team in requirements clarifications and involved into UAT with end users training.

Project: Wealth Management - Corporation Actions Processing for JP Morgan Chase Bank, Glasgow, UK

Role: Sr. Business Analyst

The project focused on integrating and processing of 40+ Corporate Actions for Wealth Management customers of the bank.

Responsible for data mapping from source systems to new systems, requirements gathering for processing various corporate action events, creating and validating json files, supporting new enhancements in the existing applications, weekly reporting to senior management; aided in 85% faster processing of corporation actions for 40K users.

Project: Retail Banking Digital solutions for JP Morgan Chase Bank, San Francisco, CA

Role: Sr. Business Analyst

Responsible for driving customer and business requirements for retail banking app delivering the enhanced user experience impacting 60 million credit and retail banking consumers. Collaborated with merchants to develop new business opportunities and product concepts for co-branded cards. Managed requirements for multiple end-to-end products/features from conception to launch to production:

Executive Board Feedback feature for customers to escalate issues. The capabilities delivered by this feature resulted in 1.8X improvement to customer satisfaction score, and 8% reduction in repeated issues by same customer

Replacement Card request online. The feature to request for new card online by existing customers resulted in 32% reduction in customer support calls for this purpose driving huge cost savings annually

Engaged with various stakeholders on a daily basis like Marketing, Sales, Operations, Developers, QA, UAT, UX, legal, Content and business teams to apprise them of the newly proposed features by Product team

Project: 401K retirement solutions for AIG VALIC, Houston, TX

Role: Sr. Business Analyst,

Managed requirements roadmap for Digital Transformation of 401k retirement solutions site (www.valic.com) used by 2 million+ end users bringing the huge operational efficiency and enriched user experience. Successfully defined the product roadmap based on market trends, strategy and vision delivering business requirements and providing end to end guidance and Acceptance Criterion for product launch

Project: Regulatory Compliance Risk solutions for JP Morgan Chase, New York, NY

Role: Sr. Business Analyst

Managed end-to-end application devolvement efforts for Regulatory Compliance Risk Assessment for USA’s largest bank using waterfall SDLC methodology. The product used by Regulatory Compliance Audit teams of bank across geographies significantly improved operational efficiency bringing $4 million savings every year

Project: Enterprise Solutions Platform for State Street, Boston, MA

Role: Data Analyst,

Successfully managed business requirements for the development of an Enterprise Solutions Platform. The product provided financial trades reporting capabilities through in-built data warehouse and market databases for institutional clients, resulted in monthly savings of 4800+ person-hours.

Led an 8-member test data support team to validate the historical data and daily feeds coming from source systems like Bloomberg, S&P & market data using complex SQL queries.

Conducted data analysis using internal data-marts and market sources for validating the transaction, valuation and trade performance reports contents & layouts in BUAT to ensure bug free and accurate report data.

Project: Application Maintenance Services for State Street, Boston, MA

Role: Business Analyst,

Oversaw a detailed transition plan to take over the AMS for client’s ‘Alternate Investments/Private Equity’ LOB; resulted in annual cost savings of $1.1MM. Successfully provided the support services for the change requests, bugs fixing and enhancement requests related to various legacy applications being used by the Private Equty Team through the onsite-offshore support model

Project: Basel II Framework Implementation for PNC Bank, Cleveland, OH

Role: Business Analyst,

Conducted data analysis to map various required financial attributes from trading systems to Oracle’s Revalues system for implementing the Basel II Framework across the capital markets LoB to mitigate various market risk factors critical for business success of this regional bank.

Project: Trade Reporting Application development for Royal Bank of Scotland, UK

Role: Business Analyst

Elicited requirements for the development of a trade reporting application for a UK bank catering 200K customers; resulted in significant reduction of manual efforts for the traders. Proposed the solution by closely working with traders to understand the contents of the post execution reports sent to customers daily

Project: Application Maintenance Services for UBS Wealth Management, USA

Role: Test Analyst

Successfully managed the testing efforts for enhancements and requirement changes for applications of Bank’s Wealth Management LOB.

EDUCATION

Bachelors of Law (LLB) from CCS University, India June, 2022

Product Manager Certification (Online mode) from Duke University, North Carolina, USA Oct, 2020

MBA (Finance & Information Systems) from Baruch College, CUNY, New York, USA June, 2010

B.Tech. (Computer Science & Engineering) from GGS Indraprastha University, New Delhi, India June, 2005

PROFESSIONAL CERTIFICATIONS

AWS Certified Solutions Architect – Associate Level

Certified Scrum Master and Certified Scrum Product Owner by Scrum Alliance, US

PMP by Project Management Institute, US

Passed CFA Level 1 by CFA Institute, US

Sr. Business Analyst TechMahindra, USA Apr, 2022 to present

Sr. Business Analyst / Project Manager Mphasis Ltd. May, 2015 – Apr, 2022

Sr. Business Analyst Headstrong Ltd., USA Jan, 2014 – Feb, 2015

Business Analyst Wipro Ltd., USA Jun, 2011 – Dec, 2013

Business Analyst SummitWorks Inc., Feb, 2011 – Jun, 2011

Associate Business Analyst Publicis Sapient Ltd, India Dec, 2006 – Aug, 2008

Software Engineer Infosys Ltd., India Aug, 2005 – Dec, 2006

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