Sangeetha Raghuraman
Charlotte,NC
Summary
Senior Business and Data Analyst with 14 years of experience in the Banking and Financial Services industry, specializing in data-driven decision-making, process improvement, and stakeholder engagement. Expertise in gathering and translating complex business requirements into actionable insights, and scalable solutions. Proven track record in delivering data analysis and reporting solutions using SQL that improve operational efficiency and drive business growth. Certified SAFe 5 Practitioner with a strong background in Agile methodologies, and cross-functional collaboration.
Overview
16
16
years of professional experience
Work History
Business/Data Analyst
Zions Bancorporation
Salt Lake City, USA
12.2015 - 04.2022
- Acted as a primary liaison between business units and technical teams for the Credit LEAD initiative, a Commercial Loan Origination System used across multiple affiliate banks.
- Led requirements elicitation sessions with key stakeholders, gathering complex business needs and translating them into user stories, data models, and project scopes.
- Designed future-state workflows and UI mockups to optimize the Credit LEAD application, streamlining processes for loan officers during the underwriting process.
- Leveraged JIRA and Azure DevOps (ADO) to track and manage user stories, features, and bugs, improving visibility and collaboration across Agile teams.
- Worked on the implementation of SBA loan reporting during the Paycheck Protection Program (PPP), ensuring regulatory compliance, and delivering critical insights to executive management during a high-demand period.
- Collaborated with Loan Operations and Development teams to design and deploy an Automated Money Transfer System interface, improving processing accuracy, and enhancing operational workflows.
- Created comprehensive documentation, including data dictionaries, field specification tables, and process checklists, to support ongoing system enhancements and compliance efforts.
- Facilitated User Acceptance Testing (UAT) for new system functionalities, capturing user feedback and ensuring smooth rollouts with minimal disruption.
Business/Data Analyst/Reporting Lead
Tata Consultancy Services (Client: Bank of America)
Charlotte, USA
07.2008 - 08.2013
- Collaborated with client stakeholders to gather requirements for web-based applications, ensuring alignment with business needs and regulatory guidelines.
- Developed user stories, UI mockups, and data models to support project delivery across multiple banking operations.
- Created and managed SSIS packages to automate data imports and exports across diverse formats
- Designed and developed SSRS reports with interactive features to deliver actionable insights for business teams.
- Performed data validation and reconciliation to maintain data accuracy and quality in reporting systems.
- Conducted end-user training sessions and created training materials to ensure smooth adoption of new systems and processes.
- Partnered with offshore teams to ensure seamless project execution and timely delivery of reporting solutions.
QA Lead/Database Tester
Tata Consultancy Services
Chennai, India
05.2006 - 06.2008
- Developed and executed test plans, test cases, and scripts using Mercury Quality Center to ensure high-quality deliverables across various banking projects.
- Conducted functional, regression, and UAT testing, ensuring that software solutions met business requirements and performed reliably in production environments.
- Collaborated with development teams to identify, document, and resolve defects through root cause analysis and continuous improvement processes.
- Performed database testing using SQL queries to validate data integrity and consistency across multiple systems.
- Defined test strategies and coordinated testing efforts across cross-functional teams to ensure timely project completion.
- Created detailed test documentation, including test cases, test results, and defect logs, to support ongoing system enhancements.
Education
B.E. - Computer Science and Engineering
Anna University
ChennaiSkills
- Business Requirements Gathering & Documentation
- Data Analysis & SQL Reporting
- Regulatory Reporting & Compliance
- Agile Methodologies (SAFe, JIRA, Azure DevOps)
- Stakeholder Engagement & Business Liaison
- Process Improvement & Automation
- User Acceptance Testing (UAT) & Quality Assurance
- Advanced Excel & Data Visualization
- Workflow Design & UI Mockups
- Leadership and Communication
Timeline
Business/Data Analyst
Zions Bancorporation
12.2015 - 04.2022
Business/Data Analyst/Reporting Lead
Tata Consultancy Services (Client: Bank of America)
07.2008 - 08.2013
QA Lead/Database Tester
Tata Consultancy Services
05.2006 - 06.2008
B.E. - Computer Science and Engineering
Anna University
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