Summary
Overview
Work History
Education
Skills
Projects
Permanent Resident
Key Skills And Technologies
Timeline
Generic

Aman Jain

Kitchener,Canada

Summary

Solution-oriented Senior Technical Business Analyst with over five years of experience in financial services, digital lending, and client-facing software delivery. Adept at designing user experiences, developing functional specifications, and driving regulatory-compliant solutions across banking, payments, and cash management systems. Proven ability to lead requirement-gathering initiatives, optimize cross-functional communication, and bridge business goals with technical execution. Skilled in payment messaging formats, including EFT, ACH, SWIFT, and familiar with ISO 20022 standards. Technical proficiency in SQL, Power BI, Salesforce, and ERP systems, with a strong foundation in Agile/Waterfall methodologies and digital transformation.

Overview

8
8
years of professional experience

Work History

Business Systems Analyst

Majorel
Waterloo, Canada
06.2023 - Current
  • Managed cross-functional initiatives in customer experience operations; identified opportunities for automation and workflow optimization.
  • Gathered, documented, and validated business/system requirements for SLA tracking, reporting, and performance monitoring.
  • Authored BRDs, RTMs, and use cases, ensuring alignment with stakeholders and technology teams.
  • Extracted and cleaned call center data from SAP ERP and Salesforce CRM using SQL for accurate reporting.
  • Led UAT planning and execution for enhancements; validated functionality and monitored post-deployment outcomes.
  • Delivered Power BI dashboards for resolution time, call queues, and escalations, improving visibility and reducing manual reporting by 40%.
  • Conducted root cause analysis and impact assessments to support service issue resolution and escalation management.
  • Participated in Agile sprint planning and backlog grooming to ensure timely delivery of call center insights.
  • Improved SLA adherence by 15% through real-time analytics, workflow adjustments, and better visibility into key service metrics.
  • Facilitated training, stakeholder demos, and reporting walkthroughs to support analytics adoption and system usage.

Business Systems Analyst

OTS Solutions Pvt. Ltd
Gurugram, India
02.2017 - 04.2021
  • Delivered end-to-end business analysis for financial institutions and mortgage platforms, focusing on payment messaging integration (EFT, ACH, SWIFT), digital banking transformation, and regulatory reporting.
  • Created and maintained comprehensive BRDs, FRDs, user stories, and process flows to support loan origination, commercial lending, and receivables platforms.
  • Defined user journeys and operational workflows across payment collection, disbursement, and compliance validation modules.
  • Facilitated requirement workshops, JAD sessions, and agile sprint ceremonies with stakeholders to align expectations and delivery scope.
  • Led AS-IS/TO-BE gap analysis, supported data mapping and migration activities, and coordinated with vendors for defect triaging and system testing.
  • Performed UAT planning, test script creation, and validation to ensure that business requirements were met across sprint releases.
  • Developed SQL-based reports and Power BI dashboards to track KPIs and support regulatory compliance reviews.
  • Managed risk and issue tracking, change request assessments, and release documentation across concurrent projects.
  • Maintained traceability matrices and governed documentation in JIRA, Confluence, and SharePoint throughout the project lifecycle.
  • Actively collaborated with QA, engineering, and business teams to ensure timely, high-quality solution delivery, and post-deployment support.

Education

PGD - Information Technology Business Analysis- Operations

Conestoga College
Kitchener, ON
08.2022

B. Tech - Computer Science

Uttar Pradesh Technical University
Greater Noida, India
06.2016

Skills

  • SQL (MS SQL Server, PostgreSQL)
  • Advanced Excel (Pivot Tables, VLOOKUP, XLOOKUP)
  • Power BI
  • Tableau
  • MS Visio
  • Lucid charts
  • Salesforce
  • Maestro ERP
  • SAP ERP
  • Jira
  • Confluence
  • MS Project
  • Business Requirement Gathering & Documentation
  • Stakeholder engagement and cross-functional collaboration
  • Data Visualization and Reporting
  • Data Mapping
  • Insurance
  • Mortgage domain knowledge
  • User Acceptance Testing (UAT) Planning and Execution
  • Workflow automation
  • Risk and Impact Assessment
  • ISO 20022 Payment Standards
  • Integrated Payables and Receivables
  • Corporate Treasury and Cash Management Workflows

Projects

Case Study: Oury Health Tech LTD, Conestoga College, Business Analyst, 05/01/22, 08/31/22, The main goal is to prevent a firm from going bankrupt and to enhance the 'TrackR' application design., Microsoft Excel, Power BI, Microsoft Project, Microsoft Visio, Agile, Worked as a Business Analyst, interpreting stakeholder requirements to enhance application design and make it user-friendly so users can easily access it. Regular meetings with stakeholders and coordination with cross-functional IT teams were conducted to improve the application design. Develop an excellent relationship with stakeholders to ensure success.

Permanent Resident

True

Key Skills And Technologies

SQL (MS SQL Server, PostgreSQL), Advanced Excel (Pivot Tables, VLOOKUP, XLOOKUP), Power BI, Tableau, MS Visio & Lucid charts, Salesforce, Maestro ERP, SAP ERP, Jira, Confluence, MS Project, Business Requirement Gathering & Documentation, Stakeholder Engagement & Cross-Functional Collaboration, Data Visualization & Reporting, Data Mapping, Insurance, Mortgage domain knowledge, User Acceptance Testing (UAT) Planning & Execution, Workflow Automation, Risk & Impact Assessment

Timeline

Business Systems Analyst

Majorel
06.2023 - Current

Business Systems Analyst

OTS Solutions Pvt. Ltd
02.2017 - 04.2021

PGD - Information Technology Business Analysis- Operations

Conestoga College

B. Tech - Computer Science

Uttar Pradesh Technical University

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Aman Jain