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Bhavneett - Business Analyst

[email protected]

Location: Santa Clara, California, USA

Relocation: CA

Visa: USC

Bhavneet Singh San Jose, CA 973-329-9827 [email protected] PROFESSIONAL SUMMARY Over 9+ years of Senior Business Analysis experience in the Automation/financial/banking services industry. Perceive excellent business domain knowledge for financial services, asset management, asset transfer, SAP systems, Master Data Management and Governance, regulatory reporting business intelligence with data visualization needs. Strong analytical skills and expertise with various Project management methodologies and tools, (Waterfall, Agile, and Iterative). Proven track record of managing complex, highly technical projects across functions and business lines. Ability to balance structure and flexibility, with a drive toward results and accountability. Familiar with tools like Jira/Confluence. Worked with billing tools like Zuora Billing, NetSuite. Good hands-on Call Center tools like IVR, Call flow, Call Routing and recording. Experience including on-site and offshore project management, technology strategic planning, and implementation. Knowledge of project management tools, methods, and best practices such as those defined by the Project Experience in developing detailed project management plans and work breakdown structure, executing project work plans, and updating them as appropriate to meet changing needs and requirements. Strategic and motivated professional with hands-on experience in Service Operations and Wealth Management PMO with knowledge in Waterfall and Agile Software development Life Cycles. Hands-on experience in creating various documents like Business requirement documents, Functional specifications, Use cases, User stories, Test Cases, Test Plans, and Change Control documents. Worked as a Capital Markets Senior Business/Data BASEL Analyst to analyze fixed income, equity, derivatives, equity swaps, futures, forwards, OTC, interest, and credit rate derivatives Expert in using Clarity for project management, MS Office 2003/2007 applications (MS Word, MS Excel, MS Access, MS PowerPoint, MS Project). Experience in delivery of end to end Service Catalog and modules implementation by following teh SDLC process in ServiceNow. Performs integrations and process automation using Service Now Orchestration. Responsible for the implementation of Service Now ITSM suite, Discovery, CMDB, Event Management, Service Watch/Service Mapping. Worked with S4 systems, Entity Master Data Management, BRIM, and NGIT S4 Kafka. Used SQLs to test various reports and ETL load jobs in development, QA, and production. Performed project management activities in the PMO such as progress reports, project status updates in Clarity PPM and SharePoint, project planning using Microsoft Project Created Narrative Use Cases, Use Case diagrams, Sequence Diagrams, Activity Diagrams, State diagrams, Flow Diagrams, and other related UML diagrams. Produce a Statement of Work (SOW) to include the scope of work, task breakdown, level of effort, duration, and costs Team player, comfortable working in fast-paced, changing environments and ambiguity. Exceptional written and verbal communication skills. Experience dealing with senior business leaders. Well-developed leadership, management, and strategic-thinking skills, with the ability to excite and guide team members in a highly collaborative. PROFESSIONAL EXPERIENCE Aruba HPE, Santa Clara, CA May 2021- Till date Responsibilities: Interacted with the stakeholders to gather user requirements and their expectations from the system Reviewed and documented the requirements in Business Requirements Document (BRD), Functional Requirements Documents (FRD), and Frequently Asked Questions (FAQ) and conducted JAD Session. Worked on Gliffy diagrams, and Microsoft Visio to create Process Flows. Used Postman tool to test API URL s functionality. Used APIs to integrate with other databases. Used Microsoft Excel regularly to test database changes and comparisons. Worked on Power BI to check data regularly during Data and account cleanup sessions. Defined Project Scope and worked with the development team to create User Stories as per requirements. Participated in User Acceptance Testing (UAT) and Quality Assurance. Worked with S4 systems, Entity Master Data Management, BRIM, and NGIT S4 Kafka. Conducted User Acceptance Testing (UAT) to ensure all the business requirements have been fulfilled by the application. Involved in development phase meetings for Business Analysis and Requirements Gathering. Great effort in regression testing the information or data using SQL skills, data governance, Asset Automation, carrying data stewardship skills creating data dictionaries. Used IVR systems in call centers for product support and service. Worked in automating billing systems and order management. Used tools like NetSuite, Salesforce Revenue Cloud and Zuro Billing. Automated warranty and contract extensions using IVR technology. Creating data flow diagrams and data mapping for various processes in the project life cycle. Implemented functional and technical designs of MS Office suite reporting systems by working in conjunction with the ETL, Support, BI Reporting, and Business teams to ensure alignment with current and future business and IT strategies and opportunities. Worked as a part of a scrum team, in an agile methodology with sprint cycles, daily stand-ups, and story implementation. large cross-functional project and support teams. Planned and defined Use Cases and created Use Case diagrams, Scenarios, and Use Case Narratives using the UML methodologies. Interacted with the user community & SMEs to enhance understanding of Asset management and portfolio management Managed user stories and conducted Scrum Ceremonies throughout the product development life cycle. Ensured that the modifications suggested by the users were incorporated into the Application. Facilitated Joint Application Development (JAD) requirements gathering sessions. Performed GAP analysis and SWOT Analysis. Bank of the West, San Ramon, CA Apr 2019 May 2021 Business Analyst Responsibilities: Interfacing with end users and business owners to examine current work processes and communicate the results to the stakeholders. Used tools like QuickBooks Desktop Pro (EBS). Conducting JAD sessions with management, SMEs, vendors, users, and other stakeholders for open and pending issues Perform GAP analysis to define gaps between AS-IS and TO-BE processes. Designed IVR application for delivery notification of customers shipping information via outgoing phone calls including carrier name, tracking info also allowing an escape to customer service use a follow the sun timing program as to deliver the info at an appropriate time. Advanced call routing and case management for each required customer need. Developed test plans and scripts for IVR and CTI with WA and UAT. Proficient in writing advanced SQL queries with the ability to analyze large volumes of data. Demonstrating excellent technical writing skills by developing Business Requirements Documents (BRD) and Functional Specifications Documents (FSD). Responsible for modeling requirements using UML diagrams such as Use cases, Activity diagrams in the MS Visio tool. Experience in translating client requirements into different tangible deliverables such as functional specifications, user cases, user stories, and workflow/process diagrams. Following and Appling Rational Unified Process (RUP) Methodology in defining the problem, gathering requirements, business modeling, and communicating with the technical team for the development of the system. Created Interface Control documentation for Loyalty service offerings. Participating in the development and preparation of the Test Plan with the testing team. Experience working on projects with blended Waterfall and Agile environments. Business analysis and reverse engineering on servers, applications, databases, and email systems. Performed comprehensive interviews of employees and clients and produced combined documents which included Requirements Documents Extensive experience in producing documents MS Office suite like Business Requirements Documents (BRD), Functional Requirement Specifications (FRS), and Software Requirement Specifications (SRS). Responsible for developing the program charter, scope, and approach for the Total Rewards Program implementation Created Data profiling stored procedures using dynamic SQL as well as generating complex scripts to schedule various maintenance tasks Implementing FATCA methodology for the Capital Markets business (Equities, Fixed Income, Derivatives) - Understand the implications of FATCA and Conduct current state analysis. Performed additional tasks as assigned, improving the effective administration of the AML and KYC Policies. Experience and knowledge of accounting practices especially involving sub-ledger and general ledger postings/transactions Successfully completed business training courses on effective business practices, collaborative negotiations, product marketing, and customer loyalty. Has JAD sessions with cross-functional teams to understand business process flows and functional interdependencies Part of the requirements team and have written User Stories and Product Backlog lists. Assisted in hand coding and implementation of HTML emails and landing pages through business. Designing and customizing data models for Data warehouse supporting data from multiple sources Administered and coordinated the monthly release cycles Expert in customer care/communications, problem-solving, relationship building, and user training and support. (Customer Loyalty) Presented the current situation, issues with the development of the Total Reward Program, and strategies and alternatives using industry best practices for implementing the program Validated data migration reports for lending business for customers, accounts, and balances Extensive experience in Investment Banking projects specializing in Securities Trading, and wealth management, and risk management. Conducting interviews with various business users to collect requirement and business process information using MS Visio, and Requisite Pro. Using Agile Development methodology throughout Project Life Cycle. Working in an Agile/Scrum environment MS Office suite which posed initiating several JAD sessions and active interaction with business and technical teams Monitoring credit card applications and reporting to high-level management about possible risks and ensuring compliance Worked on Asset Management and Asset allocation process Using the RUP approach to fabricate UML diagrams and use case storyboards. Providing value-added suggestions for process improvement to business partners and end users. Bank of America, Charlotte, NC Jan 2018 Mar 2019 Business Analyst Responsibilities: Interacted with the stakeholders to gather user requirements and their expectations from the system Reviewed and documented the requirements in Business Requirements Document (BRD), Functional Requirements Documents (FRD), and Frequently Asked Questions (FAQ) and conducted JAD Session. Worked with IVR system for use cases such as lost or stolen debit card. Created survey systems using IVR technology, Check Application Status, Convey Product Information. Defined Project Scope and worked with the development team to create User Stories as per requirements. Participated in User Acceptance Testing (UAT) and Quality Assurance. Conducted User Acceptance Testing (UAT) to ensure all the business requirements have been fulfilled by the application. Involved in development phase meetings for Business Analysis and Requirements Gathering. Great effort in regression testing the information or data using SQL skills, data governance, and carrying data stewardship skills in creating data dictionaries. Assisted the execution of the CCAR stress testing framework including gathering requirements of multiple stress scenarios and defining data elements required by stress tests. Supported CCAR and BASEL data acquisition teams to validate and reconcile data coming from various systems. Creating data flow diagrams and data mapping for various processes in the project life cycle. Contributed to development and support in customer loyalty module (Campaigns) for product marketing for sales boom and growth. Implemented functional and technical designs of MS Office suite reporting systems by working in conjunction with the ETL, Support, BI Reporting, and Business teams to ensure alignment with current and future business and IT strategies and opportunities. Integrated data from disparate email systems to give holistic reporting across the Global information solution center. Modified and reviewed the Value at Risk (VaR) model for multiple products: money market funds and equity portfolios and developed an investment and strategic planning proposal for a target company, including quality assets, and an A-share market. Participated in gathering requirements for the integration of various credit card functionalities like account boarding, payment processing, collections, and write-off. Worked extensively on Rewards related issues. Created a custom web-based portal so that customers could manage newsletters for Customer loyalty and Customer Relationship Management. Worked as a part of a scrum team, in an agile methodology with sprint cycles, daily stand-ups, and story implementation. large cross-functional project and support teams. Work with Relationship Managers to understand the client and to correctly assess the client's AML Risk Rating. Originated various reports and report formats for from the General Ledger GL, cash flow, and P/L statements Extensive experience in Investment Advisory, Wealth Management Services, and Product Management. Solid experience with Capital Markets, Money markets securities, Trading Systems, Derivatives (Strong in Options), Equities, Fixed Income Planned and defined Use Cases and created Use Case diagrams, Scenarios, and Use Case Narratives using the UML methodologies. Enhanced the existing online banking application by improving its GUI, making it more users friendly. Developed partnerships with business stakeholders and facilitated clear communication related to all aspects of ongoing technology initiatives such as digital integration with loyalty Experience in well-known Commercial Lending product Misys Loan IQ on all modules with expertise in accounting Interacted with the user community & SMEs to enhance understanding of Asset management and portfolio management Managed user stories and conducted Scrum Ceremonies throughout the product development life cycle. Played an active role in file transferring and file processing from the mortgage to the banking Division. Ensured that the modifications suggested by the users were incorporated into the Application. Facilitated Joint Application Development (JAD) requirements gathering sessions. Performed GAP analysis and SWOT Analysis. Toyota Motor Sales at Groppetti Auto, Visalia, CA Sales and Finance Advisor October 2016 January 2018 Exceeded quota by an average of 40 50% despite many competitors in the area. Sold vehicles (cars, trucks, and SUVs) with many new technologies, including OSs, entertainment systems, Android auto, communication systems, and navigation systems. Worked as the go-to person for explaining technologies to customers and sales colleagues. Regularly generated up-sales and obtained many referrals. Presented to and secured deals with companies in many industries, including hospitality, restaurant, construction, and hardware. Analyzed competitors products and researched new developments in communication, entertainment, and navigation systems. Built long-term relationships with clients (several came from the SF Bay Area for my services). Explained a wide variety of options for customized technologies to clients and helped them choose the optimal solutions for them needs. Resolved issues with navigation systems, safety systems, and entertainment systems. Troubleshoot problems and suggested improvements. Coordinated with the repair teams, kept customers updated, and ensured that issues were resolved as quickly as possible. Helped with marketing campaigns. Participated in photo shoots that were posted on the website and social media. Visited other locations to resolve issues with technologies and vehicle operations. Helped with financials that enabled the closing of deals. Regularly analyzed banks rates and worked out favorable terms for both parties. FIS Global - Gurgaon, India June 2015 May 2016 Business Analyst Responsibilities: Worked with Release Management, PMO, Executive Management, and managers/staff in Development, ETT, UAT, Core Business and other areas to plan, deliver, and track testing progress. Worked closely with the creation and generation of reports. Identified different risks such as credit risk (default risk), prepayment risk, inflation risk, and market risk. Project requirements for cash management practices adhered to accounting principles or GAAP and IFRS. Worked with risk management tools for mortgage loan servicing, commercial & residential mortgage, and risk analytics for MBS. Determined functional requirements by conducting user interviews and created a business requirement document (BRD) and traceability matrix, thus developing standardization of processes. Maintaining the Documentation of Business processes. Closely work with multiple projects. Identified the areas for improvement by reviewing and analyzing the existing online portal systems. Gather requirements by conducting meetings and brainstorming sessions with end users and SMEs. Assisted senior business analysts in performing GAP analysis and documenting the Business Requirements. Functional Requirements and Non-Functional Requirements into Business Requirement Documents (BRDs) and Functional Requirement Documents (FRDs). Designed and developed Use Cases, Sequences, and Activity Diagrams using UML. Created wireframes and prototypes of the new web interfaces to communicate development ideas to the business users and the management teams. Worked closely with the UI design and development team to ensure the viability of new features and ensure proper functionalities of the complete system. Created and maintained Meeting Minutes/Issues Log and ensured timely resolution of all items. Created UAT Test cases and assisted senior business analysts in conducting UAT tests. Created class, sequence, and collaboration diagrams using MS Visio. Supported the development team in unit testing by providing testing data during User Acceptance Testing (UAT) phase. EDUCATION B. Tech in Electronics and Communication from Punjab Technical University India MBA in Marketing and International Business from Punjabi University- India Certifications AWS Cloud Practitioner June,2021- June 20,2024 Validation Number: CWDWBEZDBM141Z3B Keywords: quality analyst user interface business intelligence sfour information technology golang microsoft California North Carolina Washington