Business Analyst Healthcare & ERP Analytics

ARJUN SINGH PATHANIA

Location: Richardson, TX Phone: +1-945-***-**** Email: ********************@*****.*** LinkedIn SUMMARY

Business Analyst with over 4 years of experience supporting healthcare distribution, financial systems, and digital product environments. Strong background in IT release delivery, revenue and financial data analysis, requirements governance, data validation, and reporting, working across business, operations, and technology teams. Demonstrated experience with SQL analysis, BI dashboards, ERP platforms, cloud-based data pipelines, and compliance support, contributing to reliable releases and measurable business outcomes in enterprise and product-focused settings. PROFESSIONAL EXPERIENCE

McKesson Richardson, TX United States

Business Analyst Mar 2025 - Present

● Elicited IT strategy and release requirements through interviews and system walkthroughs, documenting workflows and acceptance criteria in Jira and Confluence for 25+ users across distribution operations and finance.

● Analyzed healthcare distribution and pricing data using SQL and Excel (Power Query, pivot tables), reviewing 1M+ order, invoice, and customer records monthly to support revenue alignment and production readiness reviews.

● Produced standardized KPI dashboards in Tableau using calculated fields, filters, and level-of-detail metrics, delivering 18+ weekly and monthly views used by leadership to assess release outcomes and operational throughput.

● Authored functional requirements and user stories using Agile Scrum, documenting business rules, system dependencies, and acceptance criteria while maintaining 50+ backlog items per quarter for ERP, order management, and billing releases.

● Executed IT release validation by defining test scenarios, verifying outcomes, and tracking defects during system release test cycles, completing 135+ test cases per release to confirm production readiness and revenue continuity.

● Coordinated cross-functional release delivery using Smartsheet, tracking timelines and dependencies for 8 parallel workstreams with recurring status updates across IT, supply chain, and finance stakeholders. KPMG India

Business Analyst Jul 2021 - Dec 2022

● Inspected revenue and financial process data by examining general ledger, billing, and cost records in SAP S/4HANA, assessing approximately 420K entries per month to support revenue validation and platform readiness reviews.

● Modeled financial reporting logic by building transformation workflows in Alteryx, integrating data from 5 source systems to generate 8 recurring revenue and margin datasets used by client finance teams.

● Prepared executive financial dashboards using Power BI and DAX, delivering 10+ monthly and quarterly views used to review revenue trends, cost variance, and system-driven financial impacts.

● Documented finance and revenue platform requirements by creating functional specifications and traceability matrices in Azure DevOps, maintaining 35+ active requirements each delivery cycle for accounting, and revenue enhancements.

● Validated financial datasets staged in AWS (S3, IAM) by reconciling source-to-report balances, reviewing access roles, and tracing data lineage, examining 120K+ records per release to confirm completeness and accuracy before reporting use.

● Reviewed revenue-related control logic by coordinating walkthroughs with accounting, risk, and delivery groups, supporting 15+ stakeholders during system audits and revenue process assessments.

● Tracked financial IT delivery milestones using ServiceNow, managing issue logs and release checkpoints for 6 concurrent initiatives with weekly status reporting to client and engagement leadership. Robosoft Technologies India

Jr. Business Analyst Jan 2020 - Jun 2021

● Captured business and IT operations requirements through structured stakeholder workshops and workflow walkthroughs, recording user needs, constraints, and validation conditions in Notion for 20+ stakeholders across client delivery teams.

● Mapped application workflows and operational dependencies using Draw.io, creating 30+ process and system diagrams that clarified handoffs, failure points, and release sequencing for development teams.

● Cataloged full-lifecycle requirements traceability by organizing feature scope, dependencies, and approved changes in Productboard, maintaining visibility for 45+ requirements across multiple delivery cycles.

● Tested data movement across cloud-based data pipelines by validating source inputs and downstream outputs, reviewing 8 scheduled data flows supporting analytics and reporting to confirm completeness before release checkpoints.

● Specified user interaction and functional behavior by producing low-fidelity wireframes in Balsamiq, delivering 40+ screens used to align business expectations during sprint planning and design reviews.

● Audited application data structures stored in MongoDB, examining 60K+ document records per release to verify schema alignment with business rules and reporting requirements.

● Observed product usage behavior using Google Analytics 4 and Mixpanel, analyzing 180K+ session records and 25+ tracked events monthly to inform feature prioritization and post-release evaluation. TECHNICAL SKILLS

● Business Analysis: Requirements Elicitation, Stakeholder Management, Process Walkthroughs, Functional Specifications, User Stories, Acceptance Criteria, Requirements Traceability, Backlog Management

● Data Analysis & Reporting: SQL, Data Validation, Data Reconciliation, KPI Definition, Variance Analysis, Revenue Analysis, Cost Analysis, Operational Metrics, Source-to-Target Validation, Data Lineage Review

● Business Intelligence & Visualization: Tableau, Power BI, DAX, Dashboard Development, Calculated Metrics, Level-of-Detail Logic, Executive Reporting, Weekly Reporting, Monthly Reporting

● Data Platforms & Storage: SAP S/4HANA, AWS S3, AWS IAM, MongoDB, ETL Flow Validation, NoSQL

● Product & Usage Analytics: Google Analytics 4, Mixpanel, Event Tracking, Usage Analysis, Feature Performance Analysis,

● Tools & Platforms: Jira, Confluence, Azure DevOps, ServiceNow, Smartsheet, Productboard, Notion, Asana

● Process Modeling & Design: Balsamiq, Draw.io, Process Mapping, Workflow Modeling, System Dependency Mapping

● Testing & Release Support: Release Test Cycles, Scenario Definition, Data Accuracy Checks, Defect Triage Support

● Methodologies: Agile Scrum, Iterative Delivery, IT Operations Support, Financial Systems Support

● Governance & Controls: Requirements Governance, Change Control Management, Release Governance EDUCATION

University of Texas at Dallas Dallas, TX, USA

Master’s of Science in Business Analytics and AI Jan 2023 – Dec 2024 PROJECTS

IT Release Readiness & Revenue Impact Assessment

● Assessed release scope and data dependencies by reviewing 40+ requirements, test artifacts, and reporting inputs, supporting production sign-off for 3 revenue-critical system updates without downstream reconciliation gaps.

● Aligned business and technology teams by clarifying release effects on order processing and billing workflows, limiting post-release issue escalation to fewer than 5 tickets during the first operational cycle. Financial Reporting Accuracy & Control Validation

● Examined source-to-report data flows by tracing 150K+ financial records across staging and reporting layers, identifying discrepancies that required correction before executive reporting deadlines.

● Confirmed control compliance by coordinating walkthroughs with 12+ stakeholders and documenting validation evidence, supporting audit readiness for quarterly financial reporting reviews.

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