Neelam Surve

Agile Business Analyst with 7+ years of total experience, including 5+ years driving requirements elicitation, business analysis, and Agile delivery within Banking and Financial Services (BFS) — spanning payments, lending, and student loan origination platforms. Proven track record bridging business and technology teams by translating complex requirements into actionable solutions, performing dual BA/Scrum Master roles, and leading end-to-end delivery including system testing and UAT. Skilled in business requirements documentation, user story writing, gap analysis, stakeholder management, process mapping, and cross-functional collaboration to ensure seamless system integration.

Senior Associate Consultant at Infosys Ltd. (2021-05 – Present)

• Student Loan Origination System – Eligibility Calculator (BA & Scrum Master): Worked within an Agile Scrum environment to gather, document, and prioritize business requirements for services supporting a student loan origination system, partnering closely with business and technology stakeholders.
• Owned the end-to-end BA lifecycle — requirement elicitation, BRDs, user stories, acceptance criteria, and process flow diagrams — for a new eligibility calculator used to determine student loan eligibility.
• Performed dual role as Business Analyst and Scrum Master, facilitating sprint planning, backlog grooming, daily standups, and retrospectives to drive iterative, on-time delivery.
• Conducted sprint demos and show-and-tell sessions for stakeholders at the end of each iteration, walking through completed features and gathering feedback to shape upcoming releases.
• Coordinated across 7 cross-functional teams spanning development, QA, and compliance, while reporting to 2 Delivery Managers and 2 Product Owners to keep delivery aligned with business priorities and risks.
• Defined and validated eligibility rules and business logic with development teams to ensure accurate, compliant loan eligibility calculations.
• Led system testing and UAT for the eligibility calculator and origination workflows, logging defects, tracking resolution, and signing off on release readiness.
• Power BI Reporting – Legacy Applet Decommissioning: Elicited and analyzed business requirements from stakeholders to define the scope for Power BI reports replacing data from legacy applets marked for decommissioning, driving cost savings by eliminating legacy application licensing and maintenance overhead.
• Translated business needs into Business Requirement Documents (BRDs), user stories, and acceptance criteria, aligning report design with stakeholder expectations.
• Conducted SQL-based data analysis of source database tables and fields to identify, map, and validate data elements against the target Power BI reporting structure.
• Identified and implemented automation opportunities within reporting workflows, reducing manual processing effort by approximately 2 hours daily and improving team productivity.
• Acted as liaison between business stakeholders and the reporting/development teams, resolving data mapping discrepancies and ensuring dashboard accuracy.
• Planned and facilitated UAT with business users, tracking sign-off criteria to ensure successful, on-time delivery.
• Exams & Assessment Platform – API Data Integration (BA & Scrum Master): Led requirement-gathering workshops with stakeholders to define scope, translating outcomes into BRDs, user stories, acceptance criteria, and process flow diagrams (MS Visio).
• Operated in a dual BA/Scrum Master capacity — owning the product backlog while facilitating sprint planning, grooming, and daily stand-ups to keep delivery aligned with business priorities.
• Analyzed and documented data mapping requirements for University data pulled via APIs, ensuring technical implementation matched business rules.
• Served as the primary point of contact between business, development, and QA teams, clarifying requirements and resolving ambiguities to keep sprints on track.
• Directed UAT planning and execution, guiding business users through test scenarios and validating outcomes against acceptance criteria.
• Owned stakeholder communication, delivering weekly and quarterly status reports covering progress, risks, and milestones.
• Fee Code Implementation – UK University Payment Platform: Led end-to-end requirement elicitation and business analysis for new fee code configurations on a UK university's online payment platform, engaging finance and technical stakeholders to define scope.
• Conducted comparative SQL data analysis of legacy fee codes to identify required fields, data mappings, and financial account configurations, forming the basis for solution design.
• Mapped and analyzed the end-to-end payment lifecycle (Unauth → Auth → Capture), documenting business rules to ensure accurate fee code processing across Finance, SAP, and backend systems.
• All card payments on the platform were processed via Worldpay, with requirements and processes governed by PCI DSS and DCC (Dynamic Currency Conversion) compliance standards.
• Partnered with technical teams through build and test phases, validating requirements traceability and driving UAT to successful sign-off and delivery.

Spatial Data Specialist at Here Solutions India Pvt. Ltd (2018-08 – 2019-06)

• Worked on Highly Autonomous Driving (HAD) and In-Vehicle Infotainment (IVI) projects, improving safety and functionality in autonomous and assisted driving systems.
• Managed data assignment distribution across the team, ensuring workload balance and timely project delivery.

Business Support Officer at Computer Age Management Services (2016-06 – 2017-06)

• Supported campaigns including Rejections, Registrations, Active App, and Reversal for Aditya Birla Capital Mutual Funds.
• Conducted product and process training for new hires to ensure onboarding efficiency.

Post Graduate Diploma in Management in Finance – Welingkar Institute of Management (2019-07 – 2021-04)

Bachelor of Commerce – Mumbai University (2013-06 – 2016-04)