Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Personal Information
Security Clearance
Timeline
Generic
Shadid Rezwan

Shadid Rezwan

Irving,TX

Summary

Accomplished business analyst with extensive experience in systems and project management, encompassing the full Systems Development Lifecycle (SDLC) and CRM analytics. Demonstrated ability to partner with business users and bridge the gap between technical teams, driving functional processes, financial reporting, and performance analysis. Proven success in collaborating with stakeholders to identify needs and implement solutions that enhance operational efficiency. Aiming to leverage analytical expertise in a dynamic, results-driven environment while engaging effectively with executive-level managers and clients.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Lead Business /Systems Analyst

TD Bank
Remote, New Jersey
01.2024 - Current
  • Elicits, documents, and analyses business and functional requirements, served as a liaison between Product Development groups, and enterprise application development teams in all phases of SDLC Agile-waterfall project environment
  • Collaborate with stakeholders to define business requirements Created epics, user stories, and acceptance criteria, prioritized product/sprint backlog based on changing requirements Agile, Scrum, and Kanban- writing user stories and maintaining a healthy product backlog
  • Prepare reports using Microsoft Office skills include proficiency in Microsoft 365 software like Word, Excel, PowerPoint, Outlook, SharePoint, Visio and Teams
  • Analyze business requirements and translate them into functional specifications, Create and maintain reports using tools like Excel and Power BI, Develop and maintain documentation for configurations and customizations, Test and validate solutions
  • Created process flow diagram using MS Visio drove product development cycles within an SDLC- Agile framework; reduced time-to-market by 40% in year 2024 compare to 20% on 2023 on loan origination systems enhancements as part of continuous improvement efforts
  • Lead efforts to Salesforce CRM-Sales cloud, (SFDC)
  • Service cloud implementation project for real estate application project-coordinate with business stakeholders to identify business requirements and translate them into scalable Salesforce solutions
  • Assisting with deal identification, due diligence, and portfolio company operational performs functional and SIT and UAT testing, plans sprints, prioritizes development, and manages JIRA boards and backlogs, Business Process Re-Engineering (BPR), and JIRA-Confluence/ALM for project management for Improves collaboration and transparency across front, middle, and back offices
  • Customer data, prepare joins and execute aggregate functions
  • Strong SQL skills, knowledge of Oracle, and understanding of relational databases (RDBMS), Uses work closely with development teams to integrate into the Azure DevOps (ADO) CI/CD pipeline for the Retail POS system
  • Develop process model’s business process models and workflows to optimize operations and enhance productivity
  • Track and measure product performance and usage, utilizing feedback and analytics to guide iterative improvements
  • Actively participate in Agile ceremonies (e.g., stand-ups, sprint reviews, retrospectives) and advocate for Agile best practices within the team
  • Lead efforts to Salesforce CRM-Sales cloud, (SFDC) CRM deal processing for clients application, service cloud implementation project for real estate application project-coordinate with business stakeholders to identify business requirements and translate them into scalable Salesforce solutions
  • Designed and deployed Salesforce Custom tabs, Custom Objects, Components, Visual Force Pages, validation rules, Approval Processes, and Auto-Response Rules for automating business logic
  • Support day-to-day operations with ad-hoc analysis with MS office productivity suite- (MS Word, SharePoint, MS Visio, Outlook and MS Excel data analysis) Work across a diverse group of stakeholders to ensure team collaboration and support software systems to support rapidly changing business requirements
  • Data reporting with Tableau, SQL MS Excel (VLOOKUP, Macros, Formulas, Tables, Graphs
  • Prepare UAT plan, assist testers with functional-regression testing, and Zephyr for project management, guided project through discovery phase client’s interactions and workshops for cucumber tests
  • Evaluates functional testing process for UI/UX testing, API testing with SOAP UI, System integration .NET platform, project management tools-Team Foundation Server (TFS), DevOps, and Agile methodologies
  • Highly proficient with Microsoft Office Suite, including Outlook, Word, PowerPoint, SharePoint, Excel, and OneDrive following the Agile Scrum process

Business/Systems Analyst

IMC Inc.
Dallas, TX
01.2022 - 12.2023
  • Leads business analysis requirements elicitation, analysis, and recording in various forms including user stories and use cases, and creates and maintains documentation and standards
  • Works on key business initiatives in SDLC- Agile and Waterfall software development environments
  • Mentors developing Salesforce SaaS software applications, driving project implementation through the full SDLC cycle, initiating to go-live, working with end users
  • NCino’s Commercial Loan Origination System (CLOS), Replaces disparate, siloed systems with a streamlined commercial loan origination system
  • Improves collaboration and transparency across front, middle, and back offices
  • Accelerates the loan origination process with automation,51% increase in new loan volume in Fiserv Finxact Solutions
  • Planning and Conducting Discovery phase workshops with all levels of the organization, eliciting requirements, conducting requirements gathering sessions, and documenting requirements in JIRA
  • User Acceptance testing, with ALM/Quality Center plan, testers to functional/automation-regression testing, QA data-driven testing, JIRA-Confluence for project management, Dynamics User Access, perform Admin function
  • In accordance with established policies and procedures- provides efficient, accurate and professional service to new and existing commercial loan customers, along with providing administrative support to the Commercial Lending, Administration, Servicing, Collections, and Credit Departments
  • Accelerates the loan origination process (LOS)with automation,51% increase in new loan volume using Fiserv Solutions, create detailed technical documentation, process flows, and data mapping artifacts using MS Visio
  • Worked with the Agile team implementing Scaled Agile Framework (SAFe) methodology for standard business processes, anticipating requirements, uncovering areas for improvement, and coming up with solutions, assisting assets and wealth investment portfolio team
  • Supporting digital product development, developing custom financial and sales reports, designing process flow with BPMN 2.0, MS Visio tools, Performing PMO activities related to project time tracking, work plan updates, status reporting
  • Worked on .NET platform
  • Reviewing CI/CD pipeline for test automation integration effectiveness, analyzing test execution process and defect management lifecycle,design, develop, and implement solutions on the Salesforce Experience Cloud platform using no-code/low-code tools, collaborate with cross-functional teams to gather requirements and translate them into technical specifications
  • Uses SOQL to query Salesforce data for analysis and insights
  • Assists business solutions, delivery team, evaluates functional testing process for UI/UX testing, API testing with SOAP UI, System integration
  • JIRA-Confluence/ALM for project management
  • And customer data, prepare joins, and execute aggregate functions
  • Strong SQL skills, knowledge of Oracle, and understanding of relational databases (RDBMS)
  • Worked with standard Salesforce objects like Salesforce B2B -Accounts, Contacts, Leads, Cases, and Opportunities, performed Apex code reviews, and conducted real-estate market research contributing to a 15% increase in portfolio performance
  • Presenting findings to senior analysts, collaborating with team to develop quarterly reports for clients, improving client satisfaction by 20% supporting the implementation of a new ERP system, improving financial reporting accuracy
  • Collaborated with clients to develop strategic initiatives, resulting in a 15% increase in project success rates and testing
  • Implements loan origination system (LOS) software platform Manager that automates and streamlines the application and approval process for the entire loan lifecycle, from submission to loan funding to loan servicing

Business /Systems Analyst

Freeman
Dallas, TX
03.2021 - 12.2021
  • Documentation of business requirements that drove product development cycles within an SDLC- Agile framework; reduced time-to-market by loan origination systems enhancements as part of continuous improvement efforts
  • Elicited requirements, participated in corpus gathering, analyzed customer feedback COTS event management system, researched the market, elicited requirements, and participated in UAT for self-checkout POS for convenience store
  • Elicited requirements provided documentation packages, and participated in the certification process for Verifone Point of Sale
  • Create detailed technical documentation, process flows, and data mapping artifacts using MS Visio , Miro and Figma Work closely with development teams to integrate into the CI/CD pipeline for the Retail POS system
  • Promoting automated testing and continuous delivery, participating in sprint planning, backlog grooming, and review sessions to ensure the continuous delivery of high-quality, customer-focused solutions
  • As the Business Analyst - supports Commercial Lending Services (CLS) Deal processing identify financing opportunities, and negotiates deal structures for commercial loans to automotive dealerships, including floorplan, real estate, term loans and revolving lines of credit
  • Evaluates functional testing process for UI/UX testing, API testing with SOAP UI, System integration .NET platform,Prepare UAT plan, assist testers with functional-regression testing, used JIRA/ Zephyr for test management, guided project through discovery phase client’s interactions and workshops for cucumber tests
  • Project management tools-Team Foundation Server (TFS), DevOps, and Agile methodologies
  • Highly proficient with Microsoft Office Suite, including Outlook, Word, PowerPoint, SharePoint, Excel, and OneDrive following Agile Scrum-Kanban process
  • MS Excel (VLOOKUP, Macros, Formulas, Tables, Graphs, Uses JIRA-Confluence for team collaboration fundamentals skills, sprint planning implementation projects- (SaaS Application Customization, workflows, reports
  • Liaised with clients/vendors, worked closely with Product Owner/Client shareholders, identified key performance indicators for a client’s operational activities, enhanced monitoring and reporting accuracy by 20%, assisted in the development of strategic plans that increased client market share by 15%

Business Analyst

Santander Consumer USA
Dallas, TX
10.2020 - 04.2021
  • Liaise with clients/vendors, work closely with Product Owner/Client shareholders, utilize ServiceNow ticket remediation tool to support business operations, and Utilize Azure DevOps for SaaS project support payment processing
  • Supported the Agile Scrum-based project development and testing team, providing clarification of requirements and performing walkthroughs and knowledge transfer sessions when needed, use case, and Gherkin acceptance criteria for development and testing teams
  • Document the current business processes, help identify opportunities for improvement, migrate auto finance COTS Legacy system to the Salesforce cloud platform, perform data analysis, prepare data flow chart, data mapping using MS Excel develops, SQL, and SharePoint Meets with internal and external clients/stakeholders to map out 'As-Is' and 'To-Be' process flows, used BPMN 2.0 for diagrams
  • Evaluate functional testing process for UI/UX testing, and API testing with MABL, Provide ongoing support and maintenance for Salesforce Sales/Experience Cloud solutions, including troubleshooting and resolving issues
  • Stay up-to-date with the latest Salesforce features and best practices to continuously improve the platform's capabilities
  • Provide CRM solutions knowledge with e-commerce/commercial lending Eco System, Navigation, Data Model, Reports and dashboards, map functional requirements to Salesforce.com features- CRM platform Sales Cloud, Service Cloud, and CPQ, with hands-on experience in defining detailed requirements for these modules
  • Approve user stories and features during demos by the development team
  • Develop test plans used by testing and development teams to approve releases
  • Designed BRDs, FRDS Assist Azure cloud Data Migration from SQL Server - Analytics/Business Intelligence team Data handling
  • Designs process flows -Analyse current business processes and document AS-IS business process flows, Work with business stakeholders in developing TO-BE business process flows
  • Utilizes G-suite/workspace tools such as Docs, sheet, word, and Smartsheet, prepares data reports with MS SQL, Tableau MS Excel (VLOOKUP, pivot tables, VBA), writes MSSQL/T-SQL queries to retrieve prepare joins, execute aggregate functions
  • Define and document data requirements for data integration and campaign lead list creation antiautomobile dealership Salesforce E-Commerce platform entire customer journey, loan lifecycle, from application submission to loan funding to loan servicing

Business Analyst/Data Analyst

DFW Airport
Irving, TX
03.2019 - 09.2020
  • Utilized SQL server for queries, analyzed data, and generated useful business data reports Works simultaneously in multiple aviation projects estimated $1.5 million -related to airport safety and security, managed requirements meetings and project timelines
  • Prepare UAT plan, assist testers with functional-regression testing, and JIRA-Confluence for project management guided project through discovery phase client’s interactions and workshops for cucumber tests, evaluates functional testing process for UI/UX testing, API testing with SOAP UI, System integration .NET platform
  • Project management tools-Team Foundation Server (TFS), DevOps, and Agile methodologies
  • Highly proficient with Microsoft Office Suite, including Outlook, Word, PowerPoint, SharePoint, Excel, and OneDrive following Agile Scrum process
  • Assists DFW solution development team in implementing companywide M365 collaboration tools (SharePoint, Exchange, MS One Drive) project, ensures data quality Improvement, or solution development for Salesforce -Supply chain related system implementation
  • Implemented a Salesforce data import strategy for legacy systems migration, preserving data integrity and cutting down the transition period by 40% using SaaS
  • Executed daily administration and support of Salesforce instance, inclusive of configuring and maintaining 200+ user setups, profiles, and roles, reducing miscommunication and security incidents by 90%
  • Analyzed business processes, gathered and documenting requirements, and providing recommendations for process improvements, worked closely with the Dynamics 365 CRM Functional Jira-Confluence for project documentation, user stories, and release sign-off

Business/Data Analyst

Global Payments
FRISCO, TX
01.2018 - 03.2019
  • Collaborate with internal stakeholders to define business requirements Created epics, user stories, and acceptance criteria, prioritized product/sprint backlog for real estate and prioritized them based on changing requirements
  • Developed knowledge of Salesforce CRM-based Loan Origination System (LOS)/POS industry best practices and regulations to ensure compliance with all applicable laws, standards, and requirements, including, but not limited to, OCC Heightened Standards
  • Work closely with commercial lenders to provide information and support as well as keep colleagues apprised of loan status, Contact borrowers to obtain insurance binder prior to loan closing
  • Work directly with commercial customers to answer questions to ensure proficient processing of their loan
  • Serve these clients across the Private equity deal cycle, assisting with deal identification, due diligence, and portfolio company operational improvements, as well as on firm-level topics including strategy, governance, and operations
  • Collaborated on the creation and management of complex Salesforce reports and dashboards, facilitating a company-wide rise in data-driven decision-making by 25%
  • Utilizes Smartsheet for cataloging event management Data
  • Assist Data Analytics/Business Intelligence team Data handling: Define and document data requirements for data integration and campaign lead list creation
  • Assist Product Owners with UAT planning and execution integrated with QA test planning Experience in B2B sales, coordinates with enterprise Risk compliance team following the Sarbanes Oxley (SOX) Compliance program within the Finance Organization to ensure Risk Management

Salesforce Business/Data Analyst

BNY Mellon
New York, NY
01.2017 - 12.2017
  • Elicits, documents, and validates business requirements for Citi commercial real estate mortgage and loan application (LOS) following SDLC-Waterfall/Agile hybrid project environment
  • Assisted in creating financial models using SaaS-based LOS Commercial Lending for potential investments, contributing to a 12% increase in portfolio performance, conducted market research on emerging industries, presenting findings to senior analysts, collaborated with a team of 5 to develop quarterly reports for clients, improving client satisfaction by 20%
  • Act as a liaison between management, end users, the corporate IT department, and third-party vendors regarding all business systems issues and projects related Salesforce product management
  • Assists enterprise Azure cloud SaaS implementation project- (SaaS Application Customization, workflows, reports
  • Perform data analysis, prepare data flow chart, data mapping using MS Excel, SQL Meets with internal and external clients/stakeholders to map out 'As-Is' and 'To-Be' process flows, used BPMN 2.0 for diagrams

Business/Systems Analyst

Willis Towers Watson
05.2016 - 12.2016
  • Prepare Data report for Willis's internal data migration project
  • Documents business/Technical requirements
  • Helped prepare data model for performance and sales trend analysis Perform GAP analysis, data validation, and quality control for project reporting
  • Assisted creating financial models using Bloomberg for potential investments, contributing to a 15% increase in portfolio performance, conducted market research on emerging industries, presenting findings to senior analysts
  • Participate in Agile ceremonies such as sprint planning, daily stand-ups, and retrospectives to support team collaboration and progress tracking, provide insights and recommendations to improve business processes, and ensure the success of project deliverables
  • Supported the implementation of a new ERP system, improving financial reporting accuracy by 40%, and collaborated with clients to develop strategic initiatives, resulting in a 15% increase in project success rates
  • Analyzed operational data with Tableau BI reporting tool to identify bottlenecks, implementing solutions that improved workflow by 30%, supporting QA efforts by clarifying requirements, reviewing test cases, and participating in user acceptance testing (UAT)

Education

MBA - Finance and Banking

Texas A&M University System
01.2015

BBA - Business Administration and Management

University of Dhaka
01.2012

Skills

  • Statistical analysis
  • SharePoint
  • MS Visio
  • MS Project
  • Rally
  • SQL Server
  • Tableau
  • Azure
  • BMC Remedy
  • Crystal Report
  • BPMN 20
  • Azure Cloud
  • Mac OS
  • SDLC-Waterfall
  • Agile-Scrum-Kanban
  • Process Improvement

Affiliations

  • International Institute of Business Analysis (IIBA)
  • Salesforce
  • AICPA
  • Project Management Institute (PMI)

Certification

  • Project Management
  • IIBA- Business Analysis
  • CBAP
  • MS Office Professional
  • Azure Cloud
  • SQL
  • Tableau
  • Salesforce CRM
  • MS Excel
  • Agile_ Scrum
  • BABOK V3

Personal Information

Title: Lead IT/ Business Analyst

Security Clearance

  • DoD-Active Secret
  • Public Trust

Timeline

Lead Business /Systems Analyst

TD Bank
01.2024 - Current

Business/Systems Analyst

IMC Inc.
01.2022 - 12.2023

Business /Systems Analyst

Freeman
03.2021 - 12.2021

Business Analyst

Santander Consumer USA
10.2020 - 04.2021

Business Analyst/Data Analyst

DFW Airport
03.2019 - 09.2020

Business/Data Analyst

Global Payments
01.2018 - 03.2019

Salesforce Business/Data Analyst

BNY Mellon
01.2017 - 12.2017

Business/Systems Analyst

Willis Towers Watson
05.2016 - 12.2016

MBA - Finance and Banking

Texas A&M University System

BBA - Business Administration and Management

University of Dhaka

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Shadid Rezwan