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Meet Patel

Analytical, goal oriented and result driven professional with 8+ years of
experience as a Senior Business Analyst primarily in the Mortgage, Finance
and Banking domain.


In-depth knowledge of Software Development Life Cycle (SDLC), with

thorough understanding of various phases such as requirements
gathering, analysis/design, development and testing.
Experienced in facilitating and conducting Joint Application Design
(JAD), interviews, workshops and requirement elicitation sessions with
end-users, clients, stakeholders and development team.
Skilled in translating business objectives into prioritized functional
requirements and recommending feasible solutions to business
Experience in working with various teams, developing interactive
relationships with business and IT colleagues, having a thorough
understanding of the constraints, needs, and perspectives of both the
business users and the technical team.
Experience in designing test strategies, test cases, and test scripts and
conducting User Acceptance Testing (UAT).
Experience in gathering business requirements, evaluating data
sources, business process modeling, case analysis, workflow analysis,
functional decomposition analysis & testing various methodologies.
Tasked with base-lining requirements and Change Management
Configuration using DOORS.
Highly proficient in interacting with business users and authoring use
cases, use case diagrams, sequence diagrams, workflow diagrams,
activity diagrams, collaboration diagram, based on UML methodology
using case tools like MS Visio.
Full understanding of Agile, Waterfall and RUP methodologies.
Used Quality Center for tracking and prioritizing defects and for
enhancements after base lining the requirements.
Highly motivated team player with excellent communication,
presentation and interpersonal skills, always willing to work in
challenging and cross-platform environment.


Requirements Management:

VersionOne, Use Cases, Functional

Requirements, JAD Sessions, Rational Rose,
RequisitePro, DOORS, MS Office
UML, Rational Unified Process (RUP), Proprietary

SDLCs, Agile
Configuration Management:
Rational ClearCase
Business Modeling:
Microsoft Visio
MS Access, Oracle, SQL Server, IMB DB2, HP





Nov 15 Present
Sr. Business Analyst
The Single Family Counterparty Repository must seamlessly integrate with
the Simplified User Registration (SUR) infrastructure to support externally
delegated user provisioning. The challenge is that the current provisioning
infrastructure has Counterparties dispersed among several applications,
making each a potential source of record (SOR), none of which are connected
or systematically updated or reconciled. Database must include all Single
Family Counterparties that interact with Freddie Mac, including all
relationships between and within those entities .
Facilitated white-board meetings to develop requirements with
business sponsors, stakeholders and business SMEs
Conducted interviews with the SMEs for a more in-depth understanding
of the project and business processes to develop business
Highly efficient in working under pressure in Agile methodology
In depth knowledge of iterations, user stories, user story backlogs and
burn-down charts
Conducted story review sessions twice a week to groom the stories in
the backlog, pen down the acceptance criteria, and record any
internal / external dependencies
Facilitated the story sizing and estimation with developers
Conducted the demo for the POs and PMs at the end of each sprint and
gathered their feedback on the product and implemented the same in
the upcoming sprints
Orchestrated the retrospective sessions within the team to identify
what went well and what can be improved upon in each sprint
Helped to recreate the Agile User Story template to save time and
money for the project which was later approved and became the main
template for Freddie Mac Agile projects; Created User stories in Freddie
Mac approved templates, Request Logs, Backlogs and uploaded them
from HP ALM into DOORs

Created training Guides for end users to better understand the new
Assisted product owner in managing iteration schedule and
Assisted the scrum master in conducting daily stand-up meetings to
summarize individual deliverables and accomplishments for the week
Hands-on experience in Agile environment; involved in daily standup
meetings, created stories, backlogs and issue lists that were used for
communication between developers and product owners
Assisted Product Owner in managing SIT and UAT defects; Worked
closely with technical team to resolve defects based on the priority list
by using HP-ALM
Supported System Testing, End-to-End testing, and UAT
Successfully completed all committed tasks into deployment products
Responsible for maintaining and managing all project documentations
using SharePoint

Environment: SharePoint, Version one, HP ALM 11.50, IBM Rational DOORS

9.4, MS Office 2010

Wells Fargo Bank, Philadelphia, PA

June 13 Oct. 15
Sr. Business Analyst
Wells Fargo Bank is the nations leading financial institution and home to
many services such as credit cards, consumer banking, finance, investment,
mortgage loans, and wealth management. The project revolves around
integration of various functionalities. With the launch of this project, Wells
Fargo customers will be able to make payments for their purchases in store
using one card.
Gathering requirements from multiple lines of business, Operations
Managers, Stakeholders, Product owners and Focus groups through
Requirement Workshop, Interviewing, Brainstorming and JAD session
Conducted brainstorming sessions with Business Stakeholders to
shorten process timeline, reduce redundancy, and eliminate material
weaknesses and pain points
Created TO-BE process flow and data flow to model the future state
process and system interactions
Created workflows each sub-process and supported it by Activity
Diagrams and Use Cases
Created weekly dashboards to communicate the projects status and
progress to the management and all involved teams

Managed full project lifecycle artifacts and resource allocation effort for
three separate projects efficiently
Responsible for maintaining and managing all project documentations
using SharePoint so that the latest version is available to all project
teams and stakeholders
Provide full life cycle oversight for performance engineering tasks
starting with performance requirements assistance on through to the
performance testing results and recommendations
Evaluated performance risk to determine the overall objective and
scope of the Systems Performance Engineering engagement
Facilitated and participated in joint application development (JAD)
sessions for communicating and managing expectations with the
business users, senior management and end users
Gathered performance requirements for the critical path and worked
with the system architects to assist with design and development to
ensure we are accomplishing proper performance testing of the
systems impacted

Environment: Rational Requisite Pro, Clear Case, UML, MS Visio, Word,

Excel, Outlook, Power Point, SQL Server, Rational Rose, Oracle, HTML, XML

Bank of America, New York, NY

March 11 May 13
Sr. Business Analyst
The project was aimed at enhancing BOAs Mobile Banking Application
Development and maintenance to provide customers a secure and
convenient way to do mobile banking. Customers could view account
balances, transfer funds, schedule payments to pay bills, send service
requests, change account options, use text banking, Safe Pass and more.
Also worked on credit card application and billing process, reward system,
collections and recovery. The application was tested using functional and
regression testing procedures on different browsers and mobile platforms.
Performed Requirement Analysis by gathering functional and nonfunctional requirements based on interactions with stake holders and
document analysis, represented them in Requirements Traceability
Matrix (RTM)
Created and maintained Narrative Use Cases (Business Use Cases,
System Use Cases) and modeled Use Case Diagrams, Activity
Diagrams, Data Flow Diagrams using MS Visio
Facilitated sessions between technical and regulatory teams for
meeting requirements as well as solving problems on a daily basis

Acted as liaison between the Global Compliance business unit, CSBB

Compliance Technology development teams and other technology
teams, frequently serving a consultative role balancing the
complexities of business requirements against implementation
Created requirements deck containing standards, best practices and
compliance requirements
Conducted brainstorming sessions to come up with requirements
management standards and requirement types and attributes for
requisite pro
Worked closely with senior Management for risk analysis and cost
benefit analysis for multimillion dollar projects across the organization
Responsible for maintaining and managing all project documentations
using SharePoint so that the latest version is available to all project
teams and stakeholders
Key liaison between the IT team and the business team to churn out
any technical and management issues with respect to requirements as
well overall status of the projects.
Involved in creation and execution of manual test cases and was
responsible for verifying the User Acceptance Test data
Involved with the QA team to conceptualize, determine and develop
test approaches and methods for unit testing, integration and
functional testing, load and usability testing according to the
application complexity and test requirements
Trained end users and documented the functional instruction and user
guidelines for the same application

Environment: Rational Requisite Pro, Windows XP/7, MS-Project, MS-Office

Suite, MS Visio, SharePoint, HP Quality Center, Quick Test Pro (QTP).

Morgan Keegan, Chicago, IL


09 Jan. 11 Sr. Business Analyst

Obtaining a thorough grasp of the business process that is being
followed in the project environment
Extracting the business requirements from the end users keeping in
mind their needs for the application and managing them using Rational
Requisite Pro
Involved in gathering and documenting the requirements that were
critical to the business process and using those requirements to design
application software using a Use Case approach

Elicited demands from the stakeholders and analyzed them for

consistency, flexibility and completeness
Extensively involved in Performance measurement and Client reporting
Prepared Business Workflow models that cover "How" business
processes are accomplished
Used the guidelines and artifacts of the Rational Unified Process (RUP)
to strategize the Implementation of Rational Unified Process effort in
different iterations and phases of the Software Development Life Cycle
Extensively involved in writing use cases to narrate the functionality of
the application.
Used Microsoft Visio for complete process modeling using UML to
create Use Case diagrams, Activity diagrams, Sequence diagrams and
Process Flow diagrams
Played a substantial role in the process identification, definition and
functional requirements gathering, in an effort to develop a practical
technology solution
Prepared and analyzed AS IS and TO BE workflow scenarios, designed
new process flows and documented the business process and various
business scenarios, activities of the business from the conceptual to
procedural level
Used Rational Clear Case as a Configuration Management Tool
Involved in converting the User requirements into business
requirements, functional requirements
Non-technical specifications included creating proper documentation
and clear illustration of the requirements for the benefit of Project
management, subject matter experts and test users
Mainly used Test Director for bug tracking and Reporting and also for
reporting defects.
Extensively involved in User Acceptance Testing (UAT)

Windows, Oracle 9i, SQL, Microsoft Office suite, Rational Requisite Pro,
DOORS, Test Director, MS Visio, Rational Unified Process (RUP), UML.

CITI, Jersey City, NJ


07 Dec. 08
Business Analyst
Actively engaged with offshore & onshore Vendors/Third party
integration partners in requirements gathering, discuss Technological
solutions. Conducted and lead requirements elicitation meetings with
end users to document system requirements and management of
these requirements

Authored the detailed Business Requirement Document (BRD)

Functional Requirement document (FRD) for new product functionality
after conducting requirements elaboration sessions with Vendor &
client teams
Used UML modeling tools such as MS Visio to define business flow and
activity diagrams
Analyzed and documented differences between the as is and to be
processes. Made recommendations to development teams regarding
the design and implementation of the missing functionality
Responsible for working with the manager and other users and
creating Work flow diagrams as per the requirement analysis
Created detailed periodic status reports to provide end-users, top
management and implementation team, visibility into the progress of
the implementation
Lead design, Technological and status meetings with team members to
discuss problem identification, prioritization and resolution, scope
creep, and solution architecture
Organizing and participating in release walk-through, demos &
presentations of the new releases and documenting the feedback
Performed Gap analysis for new functionality requirements, as well as
prioritized them based on actual business needs so as to align them
with the product release roadmap
Provided support towards resolution of issues and enhancement
projects for the Global Billing System

BA, Aviation engineering/Minor in Meteorology
Embry Riddle University, Daytona Beach, FL