Business Analyst

Harshil Maheshbhai Patel

BUSINESS ANALYST

New Jersey, USA 551-***-**** ******************@*****.***

SUMMARY

Analytical and results-oriented Business Analyst with over 3 years of experience supporting financial and healthcare systems through application integration, process automation, and data-driven analysis. Skilled in identifying Skilled in leveraging Alteryx, SQL, and Tableau system gaps, translating business needs into functional and technical requirements, and managing end-to-end project lifecycles. Proven expertise in collaborating with finance, IT, and vendor teams to implement scalable financial applications, enhance reporting accuracy, and streamline operations. Adept at working in Agile environments, ensuring compliance, and delivering solutions that align with business and organizational goals.

TECHNICAL SKILLS

System Requirements & Documentation:

BRD, FRD, SRS, User Stories, Acceptance Criteria

Business Process Analysis

Gap Analysis, SWOT, Risk, and Impact Analysis Tableau, Qlik, Power BI

Technical Tools:

HP Non-Stop COBOL, TACL, Control-M, Jenkins Pipeline, GIT Bitbucket, ServiceNow Alteryx, SQL, Python, SAS, AI/ML

Web Technologies

RESTful APIs, Spring Framework, JSON Communication

Project Management Tools:

Jira, Confluence, MS Project, Agile/Scrum

Database & Cloud

Oracle, AWS (S3, EC2), Kubernetes, Databricks

Testing

Compliance & Audit

Functional & UAT, Regression Testing, Traceability Matrices

NACHA, FINRA, GDPR, HIPAA

PROFESSIONAL EXPERIENCE

Business Analyst Morgan Stanley, New Jersey, USA Sept 2024 – Current

•Collaborate with finance, operations, and IT teams to design and implement financial application enhancements supporting revenue reporting, payroll, and data reconciliation.

•Worked with data science teams to identify business use cases for predictive analytics and machine learning models.

•Analyze business processes and recommend automation and integration strategies to streamline accounting workflows and financial data accuracy.

•Develop functional and technical documentation including BRDs, FRDs, and data mapping sheets for financial and compliance projects.

•Support the full project lifecycle—from requirements and testing through deployment and production validation.

•Partner with technology vendors and internal stakeholders to design integrations between financial systems and enterprise tools, ensuring seamless data flow and reporting consistency.

•Supported the integration of ML insights into BI dashboards (Power BI, Tableau) to improve decision-making visibility.

•Contributed to the design of forecasting models for revenue trends and expense optimization using regression and time-series analysis.

•Provide post-deployment support by resolving application issues, validating fixes, and documenting solutions.

•Conduct financial data analysis using SQL and Power BI to identify system gaps and improve reporting performance.

•Conducted detailed As-Is and To-Be process mapping to identify automation opportunities, drive continuous improvement, and align technology solutions with business goals.

•Assisted in implementing AI-based automation to improve claims validation accuracy and reduce manual review time.

•Contributed to the design of forecasting models for revenue trends and expense optimization using regression and time-series analysis.

•Leveraged machine learning predictions to enhance risk assessment and fraud detection workflows.

•Backlog Management / Product Owner Support Collaborated with Product Owners to prioritize backlog items, refine user stories, and align deliverables with sprint goals.

•Partner with engineers, DBAs, and operations to develop architectural diagrams, data flow maps, and functional designs supporting new modules.

•Execute post go-live verification for onboarding and transaction workflows, ensuring system stability and compliance.

•Case Modeling / Process Flows / Mockups Developed use case models, mockups, and process flow diagrams to visualize requirements and enhance user experience.

Business Rules Defined business rules for order management Business Validation Supported business validation post-deployment

•Participate as subject matter expert (SME) in end-to-end Agile sprint reviews and change management assessments.

•Ensured system changes adhered to Quality System Procedures (QSP) and regulatory compliance standards, supporting successful audits and maintaining change control documentation

•Designed and implemented automated data flows and REST-based integrations improving processing time and reducing manual interventions.

•Drove production testing and validation efforts by writing and executing functional test cases in collaboration with QA teams.

Business Analyst Nextgen Healthcare, India May 2021 - Dec 2023

•Worked with stakeholders to translate healthcare compliance and data management requirements into detailed BRDs, FRDs, and workflow documentation.

•Supported application implementation and configuration for healthcare and financial management modules, including billing and payroll systems.

•Collaborated with finance and compliance teams to document requirements and translate them into functional specifications.

•Created process documentation, user training materials, and system flow diagrams to facilitate end-user understanding.

•Worked closely with QA and developers to test financial workflows, verify system configurations, and ensure data integrity during deployment.

•Delivered dashboards and ad-hoc reports to support financial performance analysis and audit readiness

•Worked with data engineers to structure healthcare datasets for predictive modeling on patient outcomes and billing anomalies.

•Document and analyze accounting workflows for revenue recognition, payroll, and reconciliation processes.

•Perform SQL-based data validation to ensure accuracy in financial reports and automation scripts.

•Collaborate with vendors and IT teams to enhance integration between finance applications and enterprise data systems.

•Support compliance initiatives by maintaining documentation in line with FINRA, GDPR, and internal audit requirements.

•Drive automation projects using Alteryx to streamline manual data reconciliation.

•Conducted detailed gap and impact analyses for clinical data systems, identifying technical improvement opportunities and process inefficiencies.

•Collaborated with developers and system architects on API integrations and RESTful web services for patient data exchange and monitoring systems.

•Developed and executed over 100+ test cases to validate system enhancements and ensure audit readiness under HIPAA and GDPR regulations.

•Supported code promotions and configuration changes across development, QA, and production environments.

•Delivered actionable insights through Tableau and Power BI dashboards tracking system performance and SLA metrics.

•EDUCATION

Master of Science in Business Analytics - Montclair State University, Montclair, New Jersey, USA

Bachelor of Business Administration– Ganpat University, Mehsana, Gujarat, India

Key Skills

HP Non-Stop COBOL Control-M TACL Kubernetes Oracle Services Jenkins Bitbucket ServiceNow Alteryx REST APIs Spring Framework JSON SQL Power BI Agile Scrum Data Flow Design UAT Compliance Documentation SDLC

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