Priyanka Bhatia
Toronto
Summary
Business professional with comprehensive background in analyzing complex data to drive strategic initiatives. Known for enhancing operational efficiency and supporting decision-making processes through detailed analysis. Highly collaborative team member focused on achieving results and adapting to dynamic business needs. Proficient in data modeling and process improvement.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Analyst
SquareOps
06.2024 - Current
- Coordinating with clients to understand the requirements and collaborating with team members to deliver a high-quality product with a given timeline
- Documenting requirements using techniques such as user stories, backlog management, acceptance criteria
- Ensuring continuous feedback from the management and from the implementation teams
- Act as a liaison between business stakeholders, developers, QA teams and operations teams ensuring all teams have a shared understanding of objectives, priorities and requirements
- Work with Agile frameworks contributing to sprint planning, backlog refinement
- Assess the impact of changes on business operations and work with teams to mitigate risks during rollouts and deployments
- Supports Identifying issues and respective opportunities, understanding the loopholes and providing specialized business management advice
Business Analyst
Make A Wish Canada
02.2023 - 02.2024
- Supports stakeholders' community and engagement ensuring the needs of donors, beneficiaries, volunteers are considered and timely addressed
- Handled all administrative functions not limited to user account maintenance, access, Salesforce configuration, user & license management including setup/deactivation of users, user login issues, onboarding of employees, managing roles, profiles, permission sets, public groups, sharing rules, security settings
- Supports Identifying issues and respective opportunities, understanding the loopholes in the data and providing specialized business management advice to senior management
- Completes regular internal system audits, Troubleshooting, manages release updates, maintains disaster recovery and data imports/exports for cross functional teams
- Developing and maintaining documentation on various processes, training materials, configuration changes
- Provided user support through resolving tickets as per priority, training & ensuring ticketing system & JIRA remain up to date
- Worked closely with cross functional teams to understand training requirements and to provide end user training along with developing training documents and documenting various Salesforce processes and standard operating procedures
- Data Management to improve overall quality of data, cleaning of data including performing record merges, managing duplicate records, Data Manipulation, import, export of data through data loader and demand tools, regular data quality checks, building complex and specialized reports and dashboards
- Managing donor relationships for funding sustainability, implementing donor management systems, analyzing donor data and improving donor retention strategies
Senior Specialist - Business Analyst
Protiviti Consulting
12.2021 - 11.2022
- Responsible for Users management, License management, objects management, setting up workflows and process builders to automate various processes within Salesforce
- Providing support stakeholders with their reports and dashboards as well as data management related requirements using advance tools such as Demand Tools (Mass Impact, Mass Effect, Single Table Dedupe, Lead Conversion)
- Implementation of procedures, processes to meet the needs of stakeholders and cross functional teams
- Responsible for creating profiles, email templates, page layouts, validation rules, workflows, process builder and approval processes
- Work closely with sales, sales operations, and customer support teams to develop training plans and create user guides/documentation where necessary
Specialist- Business Analyst
Protiviti Consulting
06.2019 - 12.2021
- Responsible for maintaining CRM database which includes cleansing of data and duplicate record management
- Build complex reports and dashboards in Salesforce and excel and running queries in response to requests
- Unlocking user accounts and resetting passwords due to user forgetfulness
- Develop training documents and perform new user training
- Importing Mass data in the Salesforce through Data Loader and Demand tools
Business Analyst & Operations Specialist
Lodha Group
09.2017 - 03.2019
- Responsible for handling the data and analyzing the performance of the business on channel partner level, client level, and driving the performance of sales team
- Responsible for preparing and analyzing daily, weekly and monthly performance reports closely
- Responsible for creating PR/PO for both proforma and tax invoices, coordinating with the vendors in procuring the materials/services required, closely coordinating with the accounts team in getting the payment released on time and maintaining the expense report for the department
- Preparing and fetching the required reports from Salesforce and working closely with the salesforce team if any feature needs to be added in reporting according to the required needs
- Worked closely with stakeholders to turn business requirements into meaningful and insightful reports and dashboards
Education
MBA - Operations/Marketing
Management Institute For Leadership & Excellence
Management Institute For Leadership And Excellence06-2015
Skills
- Data analysis
- Requirements gathering
- Team collaboration
- Microsoft Office Suite
- Salesforce
- Process Improvement
- Agile
- Jira
- Business Analysis
- Documentation
Accomplishments
• Recognized for going 'Above and Beyond' in delivering exceptional work for users proactively with bonus amount of $300.
• Recognized as the best employee in the team during process and business transition for introducing changes in Salesforce effectively.
• The Business Analysis Team awarded the 'WE Achieve' award for going extra mile in delivering results with bonus amount of $500.
Languages
English
Full Professional
Certification
- Salesforce Certified Administrator
Timeline
Business Analyst
SquareOps
06.2024 - Current
Business Analyst
Make A Wish Canada
02.2023 - 02.2024
Senior Specialist - Business Analyst
Protiviti Consulting
12.2021 - 11.2022
Specialist- Business Analyst
Protiviti Consulting
06.2019 - 12.2021
Business Analyst & Operations Specialist
Lodha Group
09.2017 - 03.2019
MBA - Operations/Marketing
Management Institute For Leadership & Excellence
Similar Profiles
Aman Kumar MallAman Kumar Mall
DevOps Engineer at SquareOps Technologies Pvt LtdDevOps Engineer at SquareOps Technologies Pvt Ltd
Jeel BhattJeel Bhatt
Partner at Joshi & Joshi Labour Law ConsultantPartner at Joshi & Joshi Labour Law Consultant
Nathan ThompsonNathan Thompson
Chef De Partie at PompetteChef De Partie at Pompette