SUMMARY

• 10+ years of experience as a Salesforce Business Analyst with solid understanding of Business Requirement Gathering, Business Process Flow, Business Process Modeling
• Strong business analysis experience in Finance and Banking business processes. Highly skilled in eliciting user requirements and translating them into data, functional, and usability requirements.
• Experience as Salesforce.com Business Analyst in Business Requirements Analysis Requirement Gathering and Gap Analysis
• Demonstrated ability to work enthusiastically in different phases of Software Development Life Cycle (SDLC) using Rational Unified Process (RUP), Agile (SCRUM) and Waterfall methodologies.
• Highly skilled in Salesforce.com (SFDC) administration and implementation.
• Experience in Oracle, SQL and PL/SQL including all database objects: Stored procedures, stored functions.
• Experience working across various SFDC implementations covering Sales cloud, Community Cloud, Service Cloud.
• Experienced with cloud marketing, sales (CRM Salesforce), Wave Analytics, Discovery, quote to cash C2C, and CPQ.
• Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, Page Layouts, Record Types, Email alerts, Reports, Dashboards and Tasks.
• Hands - on experience implementing Oracle eBusiness Suite as business analyst.
• Deep understanding and experience of Investment Management, Asset Management, Prime Brokerage Services, Money and Capital Market Instruments.
• Experienced in cloud technology and on-premise infrastructure integration for Salesforce.com
• Experience in implementation, configuration, design, analysis and understanding of SFDC CRM Application
• Strong subject matter expertise in Investment/Retail banking, financial statements, cash flow, financing structures, Capital Management, Asset Data, Fixed Income, Portfolio Analysis, Stock Valuation, Capital Structures and Budgeting, Value Based management.
• Proficient in using Agile Scrum methodologies, participated in the sprint planning, daily scrum, retrospective meetings and demo.
• Experience on Salesforce CRM platform Worked on different environment of SFDC such as Sales and Service Clouds
• Experience in conducting GAP, SWOT, Root cause, Feasibility study, Impact analysis, Risk Analysis, and As-Is and To-Be business analysis.
• Extensive knowledge of Salesforce.com implementation cycle in Sales, Marketing, Service and support modules.
• Worked on creating the UML diagrams for Business Process Modeling which includes Use case diagrams, Sequence diagrams, Activity diagrams using MS Visio and Star UML to demonstrate the business process flow.
• Extensive experience in Investment Advisory, Wealth Management Services and Product Management.
• Knowledge of Accounting, Capital Market, Investment Banking and Wealth Management background
• Comprehensive knowledge in Merger & Acquisitions, International Finance, Corporate Finance, Bonds, Options, OTC Derivatives, Mutual Funds, Portfolio Analysis and Management, Capital Markets, and Financial Statements.
• Experience in SFDC Integration using Web Service and Apex Programming, Salesforce.com Marketing Cloud, Sales Cloud, Service Cloud expertise.
• Ability to independently perform implementation, documentation, testing and updating as it relates to the Salesforce business requirements.
• Good experience of Capital Markets/Trading and Treasury Products: Equities, T-Bills/Bonds, Public and Corporate Debt, Fixed Income, and Derivatives
• Expert in Salesforce Sales cloud, Marketing cloud and Service cloud implementation
• Strong qualifications in Business Process Re-engineering, Project Management, object-oriented analysis (OOA).
• Strong experience of working with the Salesforce.com platform, including Sales Cloud, Service Cloud, Community Cloud, Salesforce CPQ.
• Design and review of various documents including the Software Requirement Specifications (SRS), Business requirements document (BRD), Use Case Specifications, Functional Specifications (FSD), Systems Design Specification (SDS), Requirement Traceability Matrix (RTM) and testing document.

TECHNICAL SKILLS

Methodologies: Agile, Waterfall, UML, SDLC, Scrum, RUP, V-shape modeling

Change Management Tools: Rational Clear Quest, Rational Clear Case.

Business Modeling & Versioning Tools: MS VISIO, Visual Paradigm, Rational Rose; Rational Requisite Pro, Rational Clear Case, IBM Curam Universal Access, IBM Curam Social Program Management, Bizagi BPMN/Studio/Engine, HP Quality Center, HP ALM

MS Office: MS Project, MS Word, MS Excel, MS PowerPoint, MS Access

Programming Languages: Structured Query Language (SQL).

Operating System: Windows NT/98/2000/XP.

Databases: Access, Oracle 8i/9i/10g, Teradata V2R5.1, DB2, MS SQL Server 7.0/2000

Other known tools: Informatica, Load Runner, Win Runner, Crystal Ball, Expert Choice, Core, Caliber

OLAP Tools: Business Objects XI, Cognos .

Testing tools: Rational Robot, Rational Clear Quest Test Manager, HP Quality Center, Quick Test Test Professional, LoadRunner, WinRunner.

Apps & Webservers: Apache web server, Tomcat, Web logic 8.1, IIS

Media Editing Softwares: Adobe Photoshop, Adobe Creative Cloud, Adobe Illustrator, Adobe Lightroom, Adobe Lightroom, Adobe Cloud Services, CorelDraw, Flash, MS Paint.

PROFESSIONAL EXPERIENCE

Confidential, Washington, DC

Salesforce Business Analyst

Responsibilities:

• Performed Gap Analysis and analyzed the current and target system architectures and created gaps/differences document listing impacted audience and LOB's
• Created quotes on the Salesforce platform with CPQ software for client requirement.
• Worked on SFDC Sales Cloud and Service Cloud to enhance and track CRM capabilities.
• Worked on SFDC Configuration & Setups for Profiles & Roles setup, Data Management, Collaboration, Access Management.
• Created and maintained Use Cases and Work Flows including Activity Diagrams and Sequence Diagrams using MS Visio
• Participates in User Acceptance testing of new enhancements to the Salesforce platform
• Documented BRD, FRD, Meeting Minutes, application Documents, FAQs & Training Manuals
• Facilitate meetings with SFDC stakeholders to support and analyze new business processes
• Analyze data migration from Legacy systems and legacy data elements mapping to SFDC.
• Involved in enterprise Service Cloud implementation using Salesforce
• Responsible for gathering and preparing detailed business requirements for the anti-money laundering (AML) and "know your client" (KYC) application.
• Performed SFDC Administrative tasks such as creating profiles, Users, Roles, Page Layouts, email services, Workflows & Approval Processes, Tasks, Events, Reports and Dashboards.
• Experience in performing smoke test in salesforce and other integrated environments.
• Further interacted with Business Users and Subject Matter Experts SMEs and then created Business Requirement, Functional and Non-Functional Requirements Documentation
• Experience working across various SFDC implementations that are covering Sales cloud, Service Cloud and Apttus CPQ.
• Worked with business and project stakeholders to evaluate business needs and elicit project requirements
• Performed Gap Analysis to check the compatibility of the existing AS-IS system infrastructure with the new TO-BE business requirements
• Configured SFDC using Workflows, Process Builders, Validation Rules, Reports & Dashboards, Customer
• Created and documented Salesforce application requirements by working with end users and key stakeholders.
• Implemented the requirements on SFDC platform and Force.com
• Prepared business requirements specifications and functional system specifications for usability enhancements, alert workflow and new AML detection scenarios
• Working on change management with end-users related to new capabilities being developed or on-going changes to the Salesforce platform
• Involved in integration of Salesforce/ Apttus CPQ/CLM with third-party domain using web services
• Worked with stakeholders from different departments like AML, Regulatory Relations, Compliance, Data Governance and Operations to gain in depth knowledge of their issue portfolio
• Managed and supported Salesforce integrated applications related to field services, licensing, and customer support.
• Conducted brainstorming sessions with business stakeholders to design dashboard prototypes for the Power BI developer to implement
• Performed Gap Analysis to check the compatibility of the existing AS-IS system infrastructure with the new TO-BE business requirements

Environment: Rational Rose, Rational Requisite Pro, Clear Quest, BO, Informatica, Clear Case, VB 6.0 Java Scripts, Agile, Performance Studio, SQL, MS-Project, MS-Visio, Waterfall, MS-Office, HTML, XML, Active Server Pages

Confidential, Buffalo, NY

Salesforce Business Analyst

Responsibilities:

• Facilitated JAD sessions with end users, development and QA teams. Prepared Use cases and Activity flow diagrams and Work flow diagrams, considering the scope of the project with MS VISIO.
• Manage, and execute on Salesforce configuration projects of varying complexity to ensure the smooth operation of our day-to-day function.
• Provide SFDC solutions to meet client needs including design, configuration, and testing activities.
• Created Use Cases, Work Flows, and Screen Shots for the Application. Developed Domains, and Analyzed object models, including business and solution views.
• Involved with Salesforce.com Premier Support and handled the support cases with the help salesforce.com support.
• Developed the business and functional requirements specification, describing and prioritizing the requirements.
• Worked with various SFDC objects like Accounts, Contacts, Leads, Campaigns, Reports, and Dashboards.
• Implemented and customized Salesforce customer relationship management (CRM) for Marketing, Sales and Case Management also implemented sales cloud and service cloud to improve customer retention and service delivery process improvement.
• Worked on SFDC Sales Cloud, Service Cloud to enhance and track CRM capabilities.
• Creation and maintenance of reports to support the business in Salesforce
• Monitored the global capital markets for portfolio growth opportunities using fundamental and technical analysis.
• Worked closely with Business Users to enable business process using SFDC.
• Performed Quality Check and Random Sample Statistical Analysis to ensure accuracy and correctness of Bloomberg Data.
• Monitored cash management activities associated with cash movements, payments, and FX processing (Swift, CHIPs and Fedwire processing), enabling same day settlement.
• Conducted and enhanced due diligence of Business Banking customers identified as requiring further analysis and risk determination based upon Know Your Customer (KYC) /AML standards.
• Managed new releases of SFDC and efficiently roll out new features.
• Implemented and customized Salesforce customer relationship management (CRM) for Marketing, Sales and Case Management also implemented sales cloud and service cloud to improve customer retention and service delivery process improvement.
• Strategic planning of Asset Management programs to improve efficiency, create value, and ensure company goals are met.
• Experience in SFDC Integration using Web Service and Apex Programming, Salesforce.com Marketing Cloud, Sales Cloud, Service Cloud expertise.
• Handle daily maintenance tasks associated with Salesforce.com
• Processed reapplications, electronic funds transfer (EFT) credits, and ACH/credit card payments.
• Responsible for scheduling meetings with users and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.
• Worked in Cross Functional team environment, served as a liaison between SME's, Project Manager, and stakeholders to ensure accuracy in the SFDC implementation and other business requirement.
• Directly involved in discussions with financial engineers as well as traders on the Fixed Income Trading Desk to conceptualize their needs.
• Worked on various Salesforce.com standard objects.
• Liaised with developers and users to clarify specifications as necessary.
• Involved in developing test case objectives to ensure accurate depiction and computation of risk of the securities, reported errors to the appropriate team.
• Created UML diagrams like Use Cases, Activity Diagrams, State Chart Diagrams, and Sequence Diagrams using Rational Rose
• Identifies and gathers requirements and builds out solutions to address issues within Salesforce CPQ.

Environment: Rational Rose, Rational Requisite Pro, Clear Quest, BO, Informatica, Clear Case, VB 6.0 Java Scripts, Agile, Performance Studio, SQL, MS-Project, MS-Visio, Waterfall, MS-Office, HTML, XML, Active Server Pages

Confidential, Birmingham, AL

Business Analyst

Responsibilities:

• Interact with business stakeholders from multiple departments including: Card Finance, Accounting, Third Party Investor Reporting and Capital Market and led meetings and interviews.
• Involved in enterprise Service Cloud implementation using Salesforce
• Interface with the Wholesale Commercial Loan and Mortgage user group to address issues.
• Gather and document business requirements and business process flow, following the existing template and specifying the objects, assumptions, constrains, scope, features, data file load processes, and screen mockups etc.
• Review Commercial loan documentation to ensure enhancements are meeting the proper audit standards.
• Participated in the training sessions provided by the Salesforce team
• Conducted and lead requirements elicitation meetings with end users to document system requirements and management of these requirements.
• Built a business process model using Rational Rose and Visio.
• Wrote Test Cases in MS Excel for user registration, access to training material, and activity log-in, reviewed the test cases and finalized
• Involved in Analysis, design, development and implementation of salesforce.com applications
• Used UML modeling tools such as MS Visio to define business flow and activity diagrams.
• Analyzed and documented differences between the as is and to be processes.
• Made recommendations to development teams regarding the design and implementation of the missing functionality.
• Documented and shared the requirements with other Salesforce.com consultants for further implementation.
• Responsible for working with the manager and other users and creating Work flow diagrams as per the requirement analysis.
• Facilitated UAT, coordinating large cross-functional teams situated at different demographic locations for the final testing of the application in the production environment.
• Handled all Salesforce technical requests, managed high-level projects and supplied recommendations for process improvement and resolution on a day-to-day basis.
• Assisted other project teams with data analysis, Process Mapping and data profiling as needed.
• Involved in generation and execution of SQL queries.
• Assisted in creating test plans and test cases and was involved in System Integration Testing, reviewed test results and provided analysis for the same.
• Experienced in Salesforce service cloud, community cloud and lightning platform
• Created detailed periodic status reports to provide end-users, top management and implementation team, visibility into the progress of the implementation.

Environment: Rational Rose, Rational Requisite Pro, Clear Quest, BO, Informatica, Clear Case, VB 6.0 Java Scripts, Agile, Performance Studio, SQL, MS-Project, MS-Visio, Waterfall, MS-Office, HTML, XML, Active Server Pages