Sunitha Balan

1 plus years of experience as a Business Analyst with strong understanding of Business Requirements Gathering, Business Process Flow, Business Process Modeling and Business Analysis. Experienced in Investment Banking projects specializing in Wealth Management, and Compliance.

Excellent

Business writing skills in writing Business requirements document [BRD], Use Case Specifications Deep knowledge and experience of Performance Measurement and Reporting in Wealth Management. Effective in executing multiple tasks and assignments ahead of schedule. Expertise in broad range of technologies, including business process tools such as Microsoft Project, Microsoft Excel, Microsoft Visio.

Have good understanding with entire phases of Software Development Life Cycle [SDLC]. Hands on experience in Microsoft Excel, Microsoft PowerPoint, Microsoft Word.

Experience designing and developing SQL statements and queries for SQL Server database. Administered visa application filing and legal compliance. Led offshore teams in standardizing visa application documentation and verification workflows.

Immigration Assistant/Visa Application Coordinator - Symplore Inc - Plano, TX; Hybrid - Dallas, TX

(2024-01 - 2025-01)

Supported immigration documentation and visa application processing for international professionals, ensuring accurate records, complete supporting documents, and compliance with applicable procedures.

• Assisted with preparing, reviewing, and organizing visa and immigration application documents.
• Collected and verified supporting documents for completeness and accuracy.
• Coordinated with clients, HR teams, and internal stakeholders to obtain missing information and resolve documentation discrepancies.
• Monitored application status, deadlines, document submissions, and follow-up requirements.
• Maintained confidential client records, application trackers, and immigration documentation.
• Supported employment-related immigration documentation.
• Prepared status reports and communicated application updates to relevant stakeholders.

Business Analyst - Cetera Financial Group - El Segundo, CA; Remote - Dallas, TX

(2022-01 - 2023-01)

The main purpose of the project is migrating advisors from First Allied Securities Inc to Cetera Advisor and transitioning the Resource Center Call flows from Cisco to NICE.

• Interviewed Trading team, Compliance team and other internal business groups to gather requirements and documented in the format that complies with the organization standards.
• Liaison between the technical team and internal business teams for transitioning to NICE.
• Designed and documented the complex call flows using MS Visio for assisting the technical team to implement the call flows in NICE.
• Documented Business Requirement Document (BRD), Use Cases and User Acceptance Testing (UAT) test cases.
• Involved in Joint Application Development sessions with SMEs and development teams and documented functional business requirements as product backlogs using JIRA
• Involved in Product requirements gathering, Product UI/UX design, Gap Analysis, Solutioning, User Stories
• Documented the design, decisions, and meeting minutes in Confluence.

BCA (Bachelor of Computer Applications) - PSG College of Arts and Science affiliated to Bharathiar University, Tamil Nadu, India (2004)

MCA (Master of Computer Applications) - Kumaraguru College of Technology affiliated to Anna University, Tamil Nadu, India (2007)