Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Honorsandawards
Coursework
Timeline
Generic

URMI DEB NATH

Chicago,IL

Summary

Adept at driving operational efficiency and spearheading complex projects, I have a proven track record from my tenure at Chordify. Leveraging skills in SQL and team leadership, I've optimized workflows and surpassed quarterly KPIs by 57%, showcasing my ability to deliver high-quality solutions that meet rigorous business demands.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Senior Business Analyst

Chordify
02.2022 - Current
  • Collected and organized project requirements through meetings, workshops, and creating user stories and process diagrams
  • Used tools like Confluence to document and share requirements with team members
  • Analyzed business processes and user needs to guide the migration from a legacy CRM to Salesforce, defining key requirements and ensuring seamless data transfer
  • Collaborated with stakeholders to optimize system configuration, resulting in streamlined workflows and a 20% reduction in operational costs
  • Provided user training and support, resulting in greater user proficiency for several clients
  • Developed and maintained complex SQL queries to extract, analyze, and report on critical business data, improving decision-making processes and operational efficiency
  • Managed full Software Development Life Cycle (SDLC) processes, from initial concept through to deployment and maintenance, ensuring timely delivery of high-quality software solutions
  • Created comprehensive Business Requirements Documents (BRD), Functional Specification Documents (FSD), and Software Requirements Specifications (SRS) to guide development teams and align project outcomes with business objectives
  • Managed User Acceptance Testing (UAT) processes, coordinating with stakeholders to obtain final approval and communicating sign-off to vendors, ensuring project deliverables met all requirements before implementation

Business Analyst

New York Life Insurance
New York, New York
05.2021 - 02.2022
  • Collaborated with stakeholders to document requirements, conducted gap analysis, and proposed business solutions and improvements
  • Managed projects, led teams, planned testing, and ensured timely issue resolution
  • Collaborated on compliance tests, led scrum meetings, and trained staff in agile practices
  • Leveraged expertise in Loan and Payments systems to streamline financial operations, improve customer experiences, and ensure compliance with financial regulations
  • Performed gap analysis between current and desired states of business processes, recommending and implementing solutions to bridge identified gaps and improve overall efficiency
  • Created comprehensive documentation, including business requirements documents (BRD) and functional specifications, internal and external stakeholders

Senior Project Lead

Heritage Bank of Commerce
San Jose, CA
11.2019 - 04.2021
  • Created and maintained Use Case Diagrams, Data Flow Diagrams, and Activity Diagrams using MS Visio, providing clear visual representations of complex business processes and system interactions
  • Leveraged expertise in Loan and Payments systems to streamline financial operations, improve customer experiences, and ensure compliance with financial regulations
  • Conducted requirements gathering sessions with stakeholders, translating business needs into technical specifications and actionable project plans
  • Performed gap analysis between current and desired states of business processes, recommending and implementing solutions to bridge identified gaps and improve overall efficiency
  • Managed projects, led teams, planned testing, and ensured timely issue resolution
  • Collaborated on compliance tests, led scrum meetings, and trained staff in agile practices
  • Spearheaded the implementation of advanced data collection processes, optimizing the feedback loop between client requirements and five distinct product development teams
  • This initiative resulted in a 57% overachievement of quarterly KPI benchmarks

Senior Team Lead

State Bank of India - California
San Jose, CA
07.2018 - 10.2019
  • Managed vendor relations, contracts, costs, risks, service delivery, and trained new hires on customer service and bank systems
  • Oversaw account management, ensured compliance, handled branch operations, addressed inquiries, organized files, and identified unusual activities
  • Created detailed business requirement documents (BRD) and functional specifications to guide Salesforce development teams in configuring the system to align with business needs
  • Enterprise and other Supply Chain Management ERP systems to optimize inventory management, order processing, and supply chain operations
  • Performed gap analysis between current and desired states of business processes, recommending and implementing solutions to bridge identified gaps and improve overall efficiency

Senior Business Analyst

Child Care Council Of Santa Clara County
Santa Clara, CA
08.2016 - 06.2018
  • Leveraged expertise in Loan and Payments systems to streamline financial operations, improve customer experiences, and ensure compliance with financial regulations
  • Developed comprehensive test plans and cases for new features, conducted user acceptance testing (UAT), and documented results
  • Conducted data entry in HRIS, updated and audited compensation data in Workday, and responded to salary inquiries ensuring equity
  • Conducted requirements gathering sessions with stakeholders, translating business needs into technical specifications and actionable project plans

Project Manager

Touro University
New York
03.2007 - 07.2016
  • Led the implementation of a new Student Information System (SIS) across 15 educational institutions, improving data accuracy and reporting capabilities by 20%
  • Provide direction, support, and present ideas to project teams, ensuring proactive communication of project status to management
  • Streamlined enrollment, scheduling, and assessment processes, reducing administrative workload

Education

MBA - Data Analyst and Marketing

Cal State East Bay University
California
01.2021

B.S. - Marketing Management and Finance

Touro University
New York
01.2011

Skills

  • Requirement Gathering & Documentation
  • User Stories
  • Use Case Development
  • Process Mapping
  • Lighting Platform
  • Customization - Flow
  • Customization - Fields
  • Customization - Page Layouts
  • Reports & Dashboards
  • Workflows & Approval
  • Tableau
  • Jira
  • Scrum
  • SQL
  • MS Project
  • Pivot Table Analysis
  • Team Development
  • Team Leadership
  • Process Improvement
  • Concur
  • Anti Money Laundering (AML)
  • Fiserv
  • FBSI Mainframe System

Certification

  • Project Management Professional (PMP), PMI, 03/2022
  • Business Analysis & Process Management, Coursera, 02/2022

Hobbies and Interests

  • Traveling
  • Fitness
  • Networking
  • Cooking

Honorsandawards

  • Merit Student Award
  • Top 35 students | Cal State East Bay University California 2018 - 2021
  • Best Employee
  • Top employee of the year Touro University, 2011, 2016

Coursework

  • Data Analytics & Visualization
  • Corporate Finance
  • Operation Supply Chain
  • Digital Marketing
  • Risk Mitigation
  • Negotiation & Strategic
  • Business Analysis & Planning

Timeline

Senior Business Analyst

Chordify
02.2022 - Current

Business Analyst

New York Life Insurance
05.2021 - 02.2022

Senior Project Lead

Heritage Bank of Commerce
11.2019 - 04.2021

Senior Team Lead

State Bank of India - California
07.2018 - 10.2019

Senior Business Analyst

Child Care Council Of Santa Clara County
08.2016 - 06.2018

Project Manager

Touro University
03.2007 - 07.2016

MBA - Data Analyst and Marketing

Cal State East Bay University

B.S. - Marketing Management and Finance

Touro University

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URMI DEB NATH