Shiva Patel

(437) 973-2490 ᐧ Email: Techieshivp@gmail.com

SENIOR BUSINESS ANALYST / QA ANALYST

SUMMARY
❖ A result-oriented individual with over 6+ years of industry experience in leadership, Business & Technology
Analysis, business systems integration and building effective relationships. Expertise in business process analysis,
process improvement, strategic planning, assessing business needs and Implementing optimal solutions. Adept
handling complex and ambiguous tasks, resource management, promoting a collaborative work environment,
developing teams and individual contributors, effective liaison between Business Areas, management-
stakeholders and IT teams, and managing onsite/offshore based projects and vendor relationships.
❖ Worked in all phases of business systems development life cycle (SDLC), including scope identification,
stakeholder analysis, vendor analysis, procedural analysis, requirements gathering, requirement communication,
and quality assurance testing.
❖ Proficient in creating BPMN Flow Diagrams, and ER Diagrams through MS Visio and Lucidchart.
❖ Experience working in Capital Market (Wealth Management, Stocks and Bonds), and Insurance (Property and
Casualty etc) domains.
❖ Experienced in the development of Regulatory Reporting, Reconciliation, Treasury Management, Trading, and
Risk Management Systems.
❖ Experience in conducting Joint Application Development (JAD) sessions, Grooming Sessions, project meetings,
reviews and walkthroughs, and customer interviews.
❖ Experienced in performing GAP Analysis by identifying existing technologies and documenting enhancements to
meet end-state requirements.
❖ Experienced in conducting User Acceptance Testing (UAT), and System Integration Testing (SIT).
❖ Experienced working in SDLC methodologies such as Agile and waterfall.
❖ Extensively experienced in business requirements documentation and communication.
❖ Proficient in Data Analysis and documentation software (Tableau, Power BI, Jira, Confluence).
❖ Excellent time management, problem-solving, verbal and written communication skills, and ability to deal with
conflicting needs.
❖ Worked with Top Management, and have experience in Change Management and related documentation.
❖ Familiar with Commercial-off-the-shelf (COTS) software such as Murex, Charles River, Salesforce, Bloomberg
Terminal, Guidewire, Oracle insurance, and Global Payments.
❖ Experienced in Regulatory Reporting (BASEL, Dodd-Frank, OFSI, and FINTRAC) requirement documentation
and communication.
❖ Experienced in creating process flow Diagrams, Use Cases, Use Case Diagrams, and Activity diagrams.
❖ Team-oriented and have the ability to work independently.

WORK EXPERIENCE:

Client: Royal Bank of Canada, Toronto, ON Nov 2020 to Present

Role: Senior Business Analyst

Description: RBC provides a wide variety of insurances ranging from Auto/Home to commercial; it is one of the leading
Property & Casualty insurance companies, which offers various insurance products for personal and commercial lines of
business to the customers through an independent network of insurance agents. The project involved the development of
an end-to-end insurance solution spanning customer relationships, underwriting, policy management, premium allocation,
claims and financial accounting.

Responsibilities:
● Defined the scope, requirements and deliverables of projects received from clients
● Analyzed business needs to develop business and functional requirements of multiple projects simultaneously.
 ● Led initiatives to develop the overall process of managing the business requirements as per the defined SDLC.
● Liaised between the clients and developers to confirm the accuracy of the intended product design and resolve any
design issues.
● Extracted past transactions using Tableau and Power BI to analyze Business Trends.
● Created and translated flow diagrams, use cases and use case diagrams to define the application's functionality.
● Performed GAP analysis to define the gaps in the existing system and the proposed solutions and recommended
potential business improvement opportunities.
● Collaborated with technical teams to analyze the requirements to make a “Buy vs. Build” decision for proposed
solution.
● Provided analytical support by filtering necessary data and creating data visualization charts.
● Produced Conceptual and Logical Data Modelling Diagrams to support ETL developers and designers.
● Regularly updated status in testing, engineering and product-robustness to the product team.
● Arranged and organized scrum, sprint planning, and retrospective meetings as a part of the SDLC.
● Investigated and scrutinized the package builds thoroughly before release.

Environment: Guidewire, Oracle, SQL, HTML, XML, WebLogic, Windows XP & 7, Jira, Tableau, MS Visio

Client: Merrill Lynch Canada, Toronto, ON                                                         Feb’2018 to

Nov’2020
Role: Senior Business Analyst
 
Description: The trading application (Murex) was used by investment brokers to perform capital market transactions. It
was monitored and processed by other middle office applications including a trade verification system, risk management
software and clearance and trade settlement system. 
 
Responsibilities:
● Prepared the objective and requirement summary of the project.
● Identified and Prepared BRD and FRD using UML and flowchart diagrams and wrote up complex use cases.
● Performed feasibility and adaptability study to identify the business risk, and critical areas from the User
perspective.
● Performed Risk Analysis of the requirements to identify the project's critical success factors and prioritize
functional requirements to implement the solution.
● Involved in performing GAP Analysis by identifying current technologies and documenting enhancements and
strategies to meet end-state requirements.
● Conducted JAD sessions to allow different stakeholders to communicate their perspectives, resolve issues, and
reach an agreement quickly.
● Conducted analysis to improve current User Interface and design UI prototypes for Risk Management system.
● Closely interacted with designers and software developers to understand application functionality and
navigational flow and updated them about end-user sentiments.
● Supported QA team in test cases creation, execution, and defect management.
● Conducted walkthroughs with the end users and stakeholders to gather the modification requests from the user
to upgrade or change the business Rules and requirements for the product.
● Used MS Office (Word, Excel, Access, Visio, PowerPoint, Outlook, and Project), Confluence, Tableau, and Power
BI for data analysis, presentation, and documentation throughout the project.
 
Environment: Murex, SQL Server 2005, Python, J2EE, UML, XML, Confluence, Tableau, Power BI, Lucidchart

Client: Canadian Western Bank, Alberta                                     May’2016 to Feb’2018

Role: Business Analyst
 
Description: CWB initiated a project to replace the existing accounting and reporting systems with Salesforce-based
treasury management system that could handle account receivables, payables, reconciliation and regulatory reporting
activities.
 
Responsibilities:
● Prepared the vision and the scope of the project.
● Documented requirements and prepared FRDs and BRDs related to existing process and new process in order to
build up the new system.
● Analyzed reference data and mapped it for further processing in integrated systems and report generation.
● Performed Risk Analysis of the requirements to identify the key business risk areas for the project and prioritized
the application development and testing.
● Analyze requirements to write up Use Cases, Scenarios and draw UML diagrams.
● Conducted JAD sessions to allow different stakeholders to communicate their perspectives, resolve any issues,
and reach an agreement quickly.
● Participated in the creation of the Project Watch list for the management.
● Mentored team members (BA’s & QA’s) and ensured high-quality documentation through appropriate processes.
● Modified the look of every page in the entire portfolio by applying various themes such as font, background, link
bars, and bullets of the lists.
● Involved in User stories creation, Sprint planning, and retrospective meetings in a sub-project.
● Extracted past transactions from large databases for Data Visualization.
● Participated in review meetings with software developers, QA engineers, and managers to suggest enhancements
to the existing application from business perspectives and recommended solutions to improve overall efficiency.
 
Environment: Salesforce, MS Office Tools, SQL Server 2005, .NET, Python, ASP, XML, UML, Jira, MS Visio, Power BI

EDUCATION

Bachelor of Commerce Aug 2013 - April 2016

MS University, Vadodara, Gujarat

Study topics: Accounting, Financial management, business analysis, economics, and marketing research.