Open To Work
SHASHIKALA PATEL
Irving,TX
Summary
Results-driven Business Analyst with over 7 years of proven experience in delivering data-driven insights and process improvements in the Banking and Finance sector. Adept at managing data analytics projects and implementing data metrics, data lineage flow diagrams, and SQL-based reporting to enhance business decisions. Skilled at translating complex data into actionable strategies through advanced Excel formulas and scripting. A certified Scrum Master passionate about continuous improvement and a track record of exceeding project goals within tight deadlines. Experienced in collaborating with stakeholders and IT teams to optimize business operations.
Business professional with robust analytical skills and proven track record in driving impactful decisions. Strong focus on team collaboration, adaptable to changing needs, and consistently delivers results. Expertise in data analysis, process improvement, and stakeholder engagement, coupled with keen ability to translate complex data into actionable insights. Reliable and goal-oriented with commitment to excellence in every project.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Analyst
Wells Fargo
Irving, TX
08.2019 - Current
- Developed comprehensive business architectures by analyzing requirements, scope, and risks to optimize process alternatives.
- Facilitated workshops, interviews, and workflow analysis to gather client business requirements and improve operational efficiency.
- Created and communicated user-friendly process models and data visualizations for better stakeholder understanding.
- Engaged with clients to define business rules and translated them into actionable deliverables like user stories, functional specs, and process diagrams.
- Managed project timelines, ensuring teams adhered to schedules and budgets while meeting project goals.
- Engaged in scrum ceremonies, contributing to a self-organizing team environment and fostering continuous improvement.
- Conducted risk assessments throughout the project lifecycle, documenting potential risks and collaborating with teams to develop effective mitigation strategies.
- Led User Acceptance Testing (UAT) initiatives, coordinating with stakeholders to validate that developed solutions met specified acceptance criteria and business requirements.
- Implemented risk management strategies to identify potential project risks early, creating mitigation plans that minimized impacts on project timelines and deliverables.
- Collaborated with the Product Owner to decompose and refine features, developing comprehensive Business Requirements Documents (BRD) that captured essential business needs and desired outcomes.
- Identified data discrepancies and resolved them to ensure accuracy in business requirements and project deliverables.
- Drafted and maintained alignment between business, functional, and technical requirements, ensuring consistency across all project stages
- Lead knowledge capture sessions, fostering a collaborative environment to support the development of a data-driven culture.
- Draft and socialize operating model changes, improving inter-team collaboration within the analytics ecosystem.
- Managed complex projects from initiation to completion, ensuring alignment with strategic goals and timelines.
- Coordinated system testing and implementation support, ensuring quality system changes and effective issue resolution.
- Developed and documented business requirements and design deliverables, facilitating clear communication across technical and business teams.
- Analyzed business processes to identify inefficiencies and recommend solutions.
- Collaborated with cross-functional teams to gather requirements for system enhancements.
- Developed comprehensive financial models to support budgeting and forecasting processes.
- Collaborated with cross-functional teams to optimize resource allocation and improve project outcomes.
- Prepared detailed reports on financial performance for senior management review.
- Evaluated investment opportunities to recommend actionable insights for portfolio management.
- Implemented process improvements that increased efficiency in financial operations and reporting.
- Increased stakeholder confidence, providing transparent and accurate financial reports.
- Streamlined audit processes, coordinating effectively with external auditors to ensure compliance.
Jr Business Analyst
Infosys
Richardson, TX
04.2016 - 04.2019
- Identified opportunities for process improvements across the organization.
- Implemented strategies for automating organizational processes.
- Maintained accurate records of all data collected during analysis processes.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Identified needs of customers promptly and efficiently.
- Organized client meeting to provide project updates.
- Tracked project schedules and encouraged teams to complete task on time while staying on budget.
- Set specific goals for projects to measure progress and evaluate end results.
- Utilized data and reporting tools to generate insights and support data-driven decision-making processes.
- Engaged with cross-functional teams to identify enhancement opportunities and documented business needs for system improvements.
- Contributed to best practices in data engineering and analytics, driving efficiency in project execution.
- Worked on Interfaces: Mirth, Intersystem, Cloverleaf
- Analyzed business requirements to support project development and implementation.
- Developed process flow diagrams to visualize current and future state operations.
- Assisted in creating reports and presentations for stakeholder review meetings.
- Created dashboards to monitor and track key performance indicators.
- Provided technical support for troubleshooting analytics and reporting issues.
- Optimized data access and storage to improve performance of analytics systems.
Education
M.A. - Economics
Veer Narmad South Gujarat University
India03.2014
B.A. - Economics
Veer Narmad South Gujarat University
India08.
Skills
- Banking/Finance: Extensive experience with financial data analysis, reporting, and compliance regulations
- Data Analytics: Proficient in analyzing large datasets, generating insights, and developing actionable strategies
- Data Metrics: Expertise in defining, tracking, and reporting key performance indicators (KPIs)
- Data Lineage Flow Diagram Representation: Skilled in visualizing and documenting data flows across systems and processes
- Requirements gathering
- Team collaboration
- Microsoft Office Suite
- Project management
- SQL: Advanced knowledge of SQL for data extraction, manipulation, and reporting
- Excel Formulas & Scripting: Advanced proficiency in Excel formulas, pivot tables, macros, and VBA scripting for complex data tasks
- Agile Methodologies (Scrum, Kanban)
- Business Requirements Documentation (BRD)
- User Acceptance Testing (UAT)
- Stakeholder Engagement & Communication
- Microsoft 365 (PowerPoint, Teams, SharePoint)
- JIRA, MS Office Suite
- User Story Development
- User acceptance testing
- Microsoft Excel
- Financial management
- Financial statement analysis
- Financial and operational reporting
- MS office suite
- Research and data analysis
- Flexible team player
- Excellent attention to detail
Accomplishments
- Successfully led a team in delivering over 10 high-impact business deliverables, contributing to a 15% efficiency increase across projects.
- Improved operational reporting processes, reducing project turnaround time by 20%.
Certification
- Scrum Master Certification – Simplilearn Americas Inc.
- Bootcamp in Business Analyst – Eliance Inc., Pittsburgh, PA
Languages
English
Professional Working
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteHybridRemoteSalary Range
$40/hr - $1000/hrTimeline
Financial Analyst
Wells Fargo
08.2019 - Current
Jr Business Analyst
Infosys
04.2016 - 04.2019
M.A. - Economics
Veer Narmad South Gujarat University
B.A. - Economics
Veer Narmad South Gujarat University