Result-driven and solution-oriented MBA graduate with around 9 years of experience as business consulting and analysis, managing cross-functional projects in IT industry in various domains like Banking, Logistics and Pharma.
Comprehensive experience in the field of Information Technology as Functional Lead, Busniess Analyst, Business Systems Analyst, CRM (Salesforce) Analyst/Consultant, covering areas like Business Consulting, Project Management, Process Design.
Creative problem-solver who motivates through solving client’s complex business problems. Extensive experience in working on business design and implementing SDLC in all phases of the project.
Extensive hands-on experience in creating BRD (Business Requirement Document), TSD (Technical Specification Document), FSD (Functional Specification Document), Traceability Matrix. Skilled in performing Fit-Gap analysis and building the technology roadmap for technology implementations
Experience in process modeling/ mapping and delivering improvements, and operational streamlining. Conducted Requirement Gathering (RGS) and Joint Application Development (JAD) sessions and focus group discussions collating the requirements in an easily understandable format.
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Associate/Consultant
PricewaterhouseCoopers LLP
Toronto, ON
02.2022 - 06.2023
Functional lead for digital transformation through salesforce finance cloud for various domains (capital markets, asset management, wealth management) of leading financial institutions across Canada
Actively created RFI, RFP, RFQ, SOW, presentation decks and communicated with the potential clients to get opportunities for the company
Product manager for roadmap management, requirement analysis, user story refinement, solution design and managing Agile ceremonies for commercial banking sales and service transformation
Product lead for conducting customer interviews, developing product backlog, feature prioritization, driving user story refinement, solution configuration and design for insurance sales function revamp
Scrum master and product lead for defining product roadmap, user story backlog, conducting customer interviews, delivering executive presentations, and reporting program progress for retail sales and service mortgage function
Measured and tracked project performance using agile metrics to drive executive reporting
Leverage data based decisioning to prioritize product features, build roadmap, review areas of improvement
Lead firm initiatives such as campus recruitment, Salesforce literacy programs and digital assets to create standardized artifacts and documentation for reference
Program management to define processes for successful solution delivery
Perform impact assessment, current state and future state business process analysis, review program goals against business outcomes to drive bottom line improvement
Work with a variety of business stakeholders, conduct customer interviews and translate it into system requirements
Provide best practices for Salesforce solutions from a design, security, user experience and scalability perspective
Measured and tracked project performance using agile metrics to drive executive reporting.
Business Systems Analyst/Consultant
Klick Inc
Toronto, ON
01.2021 - 02.2022
Devised strategies to implement salesforce foundation build to onboard various healthcare and life-sciences clients
Worked collaboratively to solve problems related to business design and operating models by looking strategically at the business problems
Helped in crafting user storied and design implementation for various API integration, data hosting and other tool integration initiatives and established a well-documented iterative process for product delivery
Communicated with internal stakeholders and external vendors to ensure the product delivery
Worked to improve and optimize the current business processes and company operating model
Worked on Salesforce Development Cloud, Marketing Cloud, Service Cloud and Health Cloud
Performed activities to deploy CRM architectures for 6 different projects for 3 different pharmaceutical clients
Implemented Salesforce projects, supporting complex implementations for healthcare clients such as Axsome, Biohaven and more
Created fit gap analysis to map files received from clients to Salesforce Marketing Cloud as well as Salesforce Sales cloud for Informatica jobs
Helped with development to create data extensions, automations and journeys on Salesforce Marketing Cloud
Presented data in visually attractive flow charts and reports to make complex topics easy to understand
Created user stories considering different personas on application to explain complex enhancements to team
Collaborated with team members to explain requirements and make sure the architecture for Sales cloud as well as marketing cloud is correct
Created architecture diagrams to display integration between SFDC (Salesforce Sales Cloud) and SFMC (Salesforce Marketing Cloud) to run email and marketing campaigns successfully.
Identified needed business improvements and determined appropriate systems required to implement solutions.
Marketing (Business Analyst/Consultant)
Optimize Marketing
Toronto, ON
10.2019 - 12.2020
Used Salesforce (CRM) Marketing Cloud, Development Cloud and Service Cloud module to generate leads, prepare client reports, track accounts and plan innovation activities that increased client satisfaction by 10%
Performed extensive research and used business intelligence tools (Datorama, etc.) understand customer requirement and make event strategies, target acquisition strategies for major banking clients
Prepared business requirement documents and business proposals that led to 4.3% more profit quarterly
Used data visualization tools (Tableau) to convince stakeholder for new market trends and strategies
Design new consolidated statement templates for combined reporting of mutual funds and investment products
Created BRDs, TSDs, FSDs, BRD Traceability Matrix, performance traceability matrix to regulatory text/rules
Prepare and document business case for the upgrade project
The business case provides decision support feed to the RFP process for assessment, evaluation of new features and components
Review the training need assessment with the technical writer as input to the training documentation and deliver training to over 20 trainees identified across the stakeholder community
Conduct and facilitate the UAT comprising of ten testers in the UAT lab and oversee defect management acting as intermediary between testers and the technical crew.
Business Engineering Analyst
Accenture
06.2014 - 08.2017
Provide exceptional business analyst service by working with clients to understand requirements and create documents like BRDs, FSDs, TSDs of CRM and ERP Navision configuration and customization of various modules
Worked on OTC product modules of Microsoft Dynamics Navision for various Banking and Logistics clients
Managed continuous improvement projects on Microsoft Dynamics ERP and CRM tools
Contributing to highest increase in Client CAGR of 11.53% in 5 years and received team of the year
Managed BA/QA teams and reduced resource idle time by 20% by process automation
Ensured high performance through creating documents like master test plan, technical specification, functional specification, dashboards, project completion and UAT
Worked with senior management and negotiated agreements between employees to resolve critical problems, improve operations and provide smooth and timely project delivery
Led testing teams and provided assistance for UAT issues to the key stakeholders that got the project renewed for another year resulting in $8 million increase in sales
Managed cross-functional projects with scrum and agile methodologies to increase resource flexibility
Software Development Associate
Accenture
12.2013 - 05.2014
Read and written SQL Queries, optimized modules using Microsoft .NET, designed and implemented tested web pages, sites and databases for continuous improvement
Evaluated CRM project requirements and specifications, developed software applications, worked closely with client to understand requirements and provide exceptional technical service in IT agile team
Prepared test plans and test cases based on change requirement documents for Microsoft Business Intelligence Software through SDLC process and Agile process methodologies for 13 releases
Negotiated agreements between employees to clarify misunderstood directions and resolve conflicts affecting performance and received Star of the month awards and CP points bonus
Collaborated with project management staff on all stages of systems development lifecycle, and increased customer satisfaction ratings by 10%.
Education
Bachelor of Science - Computer Science
Kurukshetra University
Kurukshetra
07.2013
MBA - IT Management and Business Strategy
Schulich School of Business
Toronto, ON
10.2019
Skills
Business Consulting / Strategic Planning / Problem Solving / CRM / Solution Design / Project Management / Business Analysis / Database Administration / Data Analysis / Data Warehouse / Requirement Gathering & Analysis / Analytical Skills / Team Building / Report Tracking / Leadership / Quality Assurance / Innovative & Strategic Solutions
ERP/CRM: Salesforce Sales Cloud, Salesforce Marketing Cloud, Salesforce Development Cloud, Salesforce Health Cloud, Salesforce Financial Cloud, Microsoft Dynamics CRM, Microsoft Dynamics Navision, Informatica
Coding: C, C, SQL, HTML, XML, Tableau, R
Quality Assurance: Quality Center/ ALM, JIRA
Data Visualization: MS-Visio, MS Excel, UML’s Class diagrams, Mock-up Screens, Wireframes in Axure and Balsamiq, Lucid Chart, Mural
Database:
MySQL, SQL Server 2000, MS Access, Informatica, Postgress
Project Management: SharePoint, JIRA, Confluence, MS Azure DevOps, ClickUp, Asana
Project Lifecycle: SDLC, Waterfall, Agile, SCRUM
Documentation: MS Office (Project, Word, Excel, PowerPoint, Access), Google Sheets, Smartsheets, Apple Keynote
Certification
Salesforce Business Administration Specialist Super badge (CRM)
Senior Compliance Specialist - Canadian Tax Compliance at PricewaterhouseCoopers LLPSenior Compliance Specialist - Canadian Tax Compliance at PricewaterhouseCoopers LLP