
Bernard Kamwa
BA/QA Analyst | CRM & Process Automation | Client-Focused Business Solutions
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About
BA/QA Analyst with 13+ years of experience delivering business analysis, quality assurance, and process optimization solutions across fintech, SaaS, and enterprise environments. Strong background collaborating with stakeholders, gathering business requirements, improving operational workflows, and supporting CRM-driven business processes. Experienced in client-facing communication, workflow automation, lead management systems, and cross-functional collaboration.
Proven ability to translate business needs into scalable solutions while supporting process improvement, operational efficiency, and customer experience initiatives.
Experience
Process Automation & Business Funding Consultant at Independent Consulting (2022-01 – Present)
- Generated and qualified leads for business funding and lending opportunities through outbound outreach and relationship-building strategies
- Worked directly with business owners to understand funding needs, business goals, and qualification criteria
- Earned commission-based compensation through successful funding placements and closed deals
- Built CRM systems and sales pipelines to manage lead tracking, follow-up workflows, and client communication
- Developed automated outreach systems for SMS, email, voicemail, and lead nurturing campaigns
- Managed ongoing communication with prospects throughout the sales and qualification process
- Collaborated with stakeholders to improve operational workflows and customer engagement processes
- Led business analysis and QA validation for CRM and automation implementations across fintech and SaaS-related projects
- Executed UAT testing and system validation to ensure reliability and successful deployment of automation solutions
Salesforce Business Analyst at UBS Financial Services (2019-01 – 2022-12)
- Led requirements gathering and QA validation initiatives for Salesforce enhancements and LMS integration projects
- Collaborated with stakeholders to improve operational workflows, reporting accuracy, and lending processes
- Facilitated stakeholder meetings and translated business needs into system workflows and functional requirements
- Designed dashboards and reporting solutions supporting operational and executive decision-making
- Performed UAT testing, defect management, and release validation to ensure successful system implementation
- Supported cross-functional communication between business and technical teams throughout project lifecycles
Business Analyst at NY State Office of Information Technology (2013-01 – 2019-12)
- Managed full lifecycle business analysis activities for enterprise system migration initiatives
- Gathered and documented business requirements, use cases, workflows, and process documentation
- Coordinated with cross-functional stakeholders across IT, legal, and operations teams
- Led QA and UAT testing efforts ensuring system reliability, compliance, and performance
- Supported communication between technical and non-technical teams throughout project execution
- Assisted with process improvement initiatives supporting operational efficiency and system modernization
Education
MBA in Information Technology – Goldey-Beacom College
B.S. in Business Administration – University of Missouri-Kansas City

