Baroorkar Sanjay

Results-driven Business Analyst with 10+ years of experience in financial services, business process analysis, SDLC methodologies, requirements gathering, SAP OTC, SQL-based data analysis, and Agile project delivery. Proven expertise in translating business requirements into technical solutions, facilitating JAD sessions, improving operational efficiency, and collaborating with cross-functional teams including developers, QA, project managers, and stakeholders. Strong background in financial systems, process optimization, data mapping, UAT, and documentation with hands-on experience in Agile and Waterfall methodologies.

Adept at driving business transformation initiatives, reducing operational risks, and enhancing system performance through analytical problem-solving and stakeholder management.

Business Analyst - LPLFinancial

(2023-08)

• Liaise with Project Management, development and the QA Teams to employ SDLC Methodologies to obtain, analyze, and document systems requirements
• Understand and articulate business requirements through user interviews, JAD Sessions and convert them into Technical Specifications
• Assist in preparing Business Definitions, requirements coordination, approval processes, and Systems Specifications documents
• Assist in the coordination of Business and IT signoffs on requirements documentation
• Participate in daily scrum meeting and iteration planning sessions
• Create and maintain technical documentation to include business requirements documents (BRD), use cases and requirements traceability matrices, business cases, software requirements specification (SRS) documents
• Facilitate Demo sessions with the Business
• Translate business requirements into user stories when an agile methodology is implemented
• Carry out queries from customer data base using SQL, data mapping, field mapping, data integration and sorted extracts as per application status, age, and gender, time services to help design an effective and efficient engine
• Liaise with QA team members in developing and executing Test Cases and Test plans, as needed
• Assist the Lead BA in preparing business risks'/ project's cross-impact analysis for Project Manager
• Conducts joint requirements planning sessions as a facilitator to gather requirements from the business area
• Analyze and integrate processing with database systems
• Work with testing tools to detect defects in the application
• Consult with consultants and project managers to streamline the lead aggregation and lead delegation process to boost firms' conversion rate
• Troubleshoot issues quickly to resolve system problems to ensure minimal workflow disruption
• Document business process flows and use case diagrams using Visio
• Help to draft artifact such as business case document in order to capture the high level business needs and outline the "As Is" and "To Be" model
• Facilitate JAD Sessions with the system architects, developers, database developers, QA team through SDLC for defects resolution
• Collaborated with business and IT stakeholders to streamline financial application workflows, improving operational efficiency and user experience
• Led requirements gathering and JAD sessions, ensuring accurate translation of business needs into functional and technical specifications
• Assisted in developing SQL-based data extraction and reporting solutions for customer analytics and operational insights
• Improved Agile delivery efficiency by actively participating in sprint planning, backlog refinement, and daily scrum meetings
• Supported QA and testing teams in developing comprehensive test cases and validating business requirements
• Facilitated business demo sessions and stakeholder reviews, helping accelerate project approvals and implementation timelines

Business Analyst - UBS

(2021-04 - 2022-01)

• Apply process improvement and re-engineering methodologies and principles to identify and plan improvements (process and technology) including identifying the current process, applying best practices, and creating performance measurements
• Created use cases, workflows and storyboards for requirements gathering
• Develop and implement application enhancements
• Provided assistance to developers, business stakeholders, design team, QA team and Project Manager
• Assisted in maintaining a Procurement Management Plan in accordance with the Project
• Created the As -Is and To-Be data flow diagrams for different phases of the project
• Translated financial spreadsheets into process flow diagrams
• Perform analytical, procedural and diagnostic processes aimed at designing, implementing, documenting and supporting information technologies
• Assisted with data migration to ensure new system formats/requirements were met
• Creation of test scenarios for unit testing and integration testing for business processes and getting the sign-off after successful completion of testing
• Managed medium to large projects, following standard project management methodology
• Administered activities involved in the development and revision of major proposals
• Assisted in conducting focus group surveys to analyze the scope of online portal
• Work with Project Management Team for documentation of system requirements to meet business and end customer needs
• Coordinated with administrative staff/ Business Team to facilitate requirements' gathering, walk through, JAD sessions, and developing Use cases
• Assist in the preparation of training documents for end-users regarding the software
• Played a significant role in process improvement initiatives by analyzing existing workflows and recommending automation opportunities
• Assisted in successful data migration activities ensuring data integrity and compliance with business requirements
• Developed workflow diagrams and process documentation that improved project understanding across technical and business teams
• Coordinated UAT activities and achieved timely sign-offs for multiple application enhancement projects
• Supported medium-to-large scale projects using structured project management methodologies and documentation standards

Business Analyst - Cognizant

(2014-03 - 2021-03)

Client: UBS

• Performed sanity, system test, integration test and User Acceptance Test (UAT), and provided client with proper documentation
• Participate in workshops with business and key users to understand gaps in the current business processes and prepare blueprint documents for the upcoming enhancements
• Complete business cases, understand business rules, conduct requests for proposals, completing decision matrices and working with vendors and contractors
• Completed 1 Full Life Cycle, and a partial Life Cycle utilizing the ASAP methodology
• Excellent configuration knowledge in OTC document processing like Sales Document; Delivery: Pricing; Billing and Output Determination
• Work on EDI interface creating partner profiles for inbound and outbound IDOCs
• Developed project plan and entered periodic updates in MS Project
• Performs requirements elicitation via interviews & workshop facilitation. Documents functional & technical requirements based on the business requirements using structured techniques
• Effective utilization of SAP integration knowledge for OTC business process analysis and process flow optimization
• Customized different Sales, delivery and billing documents
• Partner with cross functional teams to create, edit, revise, and design policy and procedure documentation required by IT Quality Assurance
• Create user guides, FAQs, quick start guides, and training materials as appropriate
• Configured and set up Distribution Channel and Divisions and Sales Groups and Customer Groups
• Prepared customer master records for Sold-to Party, Ship-to Party, Bill-to Party, Payer Records and Material Master Records for transactions, worked on customer material information records
• Maintain related documentation and provide implementation training as well as on-going application support
• Coordinate with the Release Manager in defining scope/ planning releases
• Analyze Business Requirements and create Use Cases, high and low level Activity/ Sequence/ State Chart Diagrams
• Collaborate with the User Experience / UI Development team to in designing applications for effective and efficient production of front end data-intake interfaces (User Interfaces)
• Participate in meetings with Developers, PMs and QAs to discuss BRs, test planning, resource utilization, and defect tracking
• Work closely with the UI team to model the screens, as per BRD's usability requirements
• Coordinate model office cycle runs in different test regions before implementing them into the live production environment
• Facilitate test review sessions on a weekly basis and delegate them, as needed
• Create Use cases, activity reports, logical components to extract business process/ work flows involved in the project
• Develop user manuals, presentations and training manuals as per project specifications and timelines

Master's - Data Science - University of Cumberlands (2023)