Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Heather Hatfield

Technical Business Analyst
Hatboro,PA

Summary

Results-oriented Business Analyst successful at taking on routine and complex business challenges with resourceful and creative approach. Top-notch work ethic and analytical skills. Diverse skill set includes Operations, Customer Service, Sales and Training. Recognized as driven, dedicated and hardworking leader with history of streamlining operations and increasing results.

Overview

10
10
years of professional experience
7
7
Certifications

Work History

Business Analyst

Allianz Life Insurance
02.2024 - Current
  • Enabled data-driven decision making with advanced analytics tools, generating valuable insights for organization.
  • Improved business processes by analyzing current practices and recommending optimization strategies.
  • Implemented best-practice methodologies that improved overall project delivery timelines while maintaining quality standards.
  • Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
  • Supported software development projects by defining clear requirements and effectively communicating them to technical teams.

Technical Business Analyst

Lev Digital (A Cognizant Company)
05.2022 - 01.2023
  • Conducted comprehensive analysis and documentation of current application/process structure, use cases, and dependencies.
  • Acted as a key business liaison, bridging communication between clients and project teams to enhance understanding of user interaction and requirements.
  • Collaborated with project manager to ensure timely delivery of current tasks, manage change requests to completion, and track tasks through fulfillment.
  • Worked closely with clients and external vendors/partners to research and gather requirements, facilitating effective communication and collaboration.
  • Authored clear and comprehensive business requirements/documents to support product development.
  • Effectively communicated key insights and findings to product team, fostering informed decision-making.
  • Validated product updates to ensure alignment with established requirements and quality standards.
  • Actively participated in Agile ceremonies and team meetings, contributing to collaborative and adaptive work environment.
  • Exhibited proactive initiative and self-driven adaptability by willingly undertaking supplementary responsibilities to proactively contribute to team objectives.

Business Analyst

Aon - AICPA Member Insurance Program
02.2020 - 04.2022
  • Improved business direction by prioritizing customers and implementing changes based on collected feedback
  • Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
  • Translate business requirements into predefined user stories and executable tasks to create formal business requirements documents for group and individual life insurance products.
  • Built Salesforce library of models and reusable knowledge-base assets to produce consistent and streamlined business intelligence results
  • Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
  • Instituted contingency plans, ensuring business continuity through cross-training, documentation and data backups
  • Implemented Case Management process allowing users to record, track and solve customer product questions, issues and concerns in unified way
  • Managed marketing campaigns to cultivate brand awareness and drive website traffic
  • Collaborated with internal departments to build digital experiences and achieve business goals
  • Lead the launch of new cpai.com website from concept, to requirements, testing and launch.

Senior Operations Specialist / Trainer

Aon - AICPA Member Insurance Program
09.2014 - 02.2020
  • Designed and prepared technical reports, studies, and related documentation.
  • Supported enterprise and business goals by introducing new product and service offerings.
  • Coach 100+ team members to increase sales and cross sell.
  • Gathered and organized supplementary material creating dedicated Salesforce Training Library to support structured lessons
  • Communicate and train end users on system/process changes and improvements in Salesforce and other programs
  • Eliminated process gaps by implementing new methods of training

Skills

  • User Story Development

  • Requirements Gathering

  • Agile Methodology

  • Cross Functional Collaboration

  • Product Roadmap Alignment

  • User Acceptance Testing

  • Stakeholder Training

  • Third-Party Integration

  • Technical Documentation Authoring

  • Data analysis

  • Best Practice Development

  • Data Visualization

  • Project Management

  • Project Feasibility Analysis

  • Salesforce Administration and Optimization

  • Data Mapping

  • Solution Implementation

Certification

PA Life and Annuities License- PA Dept. of Insurance

Timeline

Business Analyst

Allianz Life Insurance
02.2024 - Current

Salesforce Marketing Cloud Email Specialist

08-2022

Business Analysis Fundamentals

08-2022

Data Modeling Fundamentals

08-2022

Technical Business Analyst

Lev Digital (A Cognizant Company)
05.2022 - 01.2023

Business Analyst

Aon - AICPA Member Insurance Program
02.2020 - 04.2022

Training Certification- ADT

07-2018

Senior Operations Specialist / Trainer

Aon - AICPA Member Insurance Program
09.2014 - 02.2020

PA Accident and Health Insurance License- PA Dept. of Insurance

01-2014

PA Property and Casualty License- PA Dept. of Insurance

03-2013

PA Life and Annuities License- PA Dept. of Insurance

05-2011

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Heather HatfieldTechnical Business Analyst