Summary
Overview
Work History
Education
Skills
Certifications
Timeline
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Shrey Patel

North Brunswick,NJ

Summary

Business Analyst with 6+ years of expertise in risk management, compliance, and sustainability tracking across banking, healthcare, and financial services. Proven ability to establish structured documentation workflows, conduct risk assessments, and manage governance programs to ensure regulatory compliance. Skilled in Agile project management, backlog refinement, and data visualization using SQL, Power BI, Tableau, and MSSQL to drive data-driven decision-making. Hands-on experience in system migrations, EHR implementations, and workflow automation with SharePoint, ERP, and CRM solutions. Adept at translating complex business requirements into functional solutions, optimizing processes, and enhancing operational efficiency.

Overview

7
7
years of professional experience

Work History

IT Business Analyst V

Bank of America
08.2023 - Current
  • Established structured documentation workflows for sustainability tracking, including governance audits, QA review timelines, and compliance measures, ensuring seamless integration with enterprise-wide risk management initiatives
  • Lead or contribute to the completion of risk and control design assessments for an assigned business application, business portfolio, and overall enterprise, as well as risk mitigation and remediation plans and remediation strategy
  • Contribute to the review of internal processes and activities and assist in identifying potential opportunities for improvement
  • Led Agile sprint planning and collaborated with risk management teams to refine system requirements
  • Oversaw sustainability action tracking for issues, ensuring timely evidence submission, process adherence, and risk mitigation, including working with teams to address issues related to retired or decommissioned applications
  • Conducted structured discussions with Risk Leads to align on communication expectations, addressed sustainability concerns, and ensured accurate evidence submission for audit compliance
  • Developed and updated sustainability procedures based on process changes, reducing the number of reopened issues and enhancing operational efficiency by transitioning from monthly to quarterly reporting
  • Managed a governance program overseeing resolved and closed issues dating back to 2020, 2021, 2022, and 2023 implementing a structured approach to sustainability QA reviews and risk analysis to ensure compliance and process improvements

Business Analyst

Optum Healthcare
03.2020 - 05.2023
  • Led the implementation of an Electronic Health Records (EHR) system, collaborating with cross-functional teams to ensure seamless data migration, integration, and improved workflow efficiency for healthcare practitioners
  • Utilized data analysis tools such as MSSQL, Tableau, and Power BI to extract, analyze, and visualize healthcare and Medicaid data, delivering actionable insights that enhanced patient care and optimized operational efficiency
  • Proficiently managed Agile Scrum projects, creating and maintaining product backlogs, defining user stories, and using JIRA for test management and defect tracking, ensuring successful project delivery
  • Developed secure, scalable .NET solutions for healthcare systems, adhering to HIPAA regulations and implementing robust data security measures to protect sensitive patient information
  • Gathered and translated business requirements into functional specifications for enhancements in healthcare applications, including eClinicalWorks, SharePoint workflows, and SAP SD solutions
  • Designed and delivered interactive dashboards and reports using Power BI and Tableau, presenting key performance indicators and enabling data-driven decision-making for senior leadership and stakeholders

Business Analyst

Barclays Bank
01.2018 - 02.2020
  • Designed and developed Use Cases, UML models, and workflow diagrams using MS Visio and other tools to streamline business processes and ensure alignment with organizational goals
  • Conducted backlog management and engaged with stakeholders to prioritize projects effectively
  • Collaborated with cross-functional teams to gather and document business requirements, creating BRDs, FRDs, and solution specifications, while ensuring traceability throughout the SDLC
  • Led the migration of legacy systems and data to SharePoint, implementing best practices to minimize downtime and enhance user adoption, resulting in improved operational efficiency
  • Conducted comprehensive data analysis and implemented process improvements, achieving a 25% cost reduction and a 20% increase in operational efficiency
  • Participated in JAD sessions, walkthroughs, and UAT planning, developing detailed test cases and ensuring seamless integration, regression, and functionality testing for high-quality deliverables
  • Integrated EDI interfaces with ERP and CRM systems, leveraging industry-standard tools to optimize data transformations and streamline business workflows

Education

Master of Science (MSM) - Business Analytics

New Jersey Institute of Engineering And Technology
12-2024

Bachelor's - Computer Science

Parul University

Diploma - Computer Engineering

Parul University

Skills

  • Microsoft Access and Oracle SQL queries
  • SDLC, Waterfall, Agile/Scrum, Use Cases
  • Storyboards, Scenarios, UML
  • MS-Visio, JIRA, Microsoft 365
  • Confluence, SharePoint, Salesforce, Trello
  • Epic, Practice Fusion, Athena, ECW

Certifications

AWS Certified Solutions Architect – Associate, 

Google Analytics by Google, 

Certified Project Management (Six Sigma), 

Project Management by Google

Timeline

IT Business Analyst V

Bank of America
08.2023 - Current

Business Analyst

Optum Healthcare
03.2020 - 05.2023

Business Analyst

Barclays Bank
01.2018 - 02.2020

Master of Science (MSM) - Business Analytics

New Jersey Institute of Engineering And Technology

Bachelor's - Computer Science

Parul University

Diploma - Computer Engineering

Parul University

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Shrey Patel