Summary
Overview
Work History
Education
Skills
Certification
Tools
Timeline
Generic

Surbhi Singh

Pune

Summary

  • 10 years of experience in US Capital market, US health Care, and software development
  • Certified Business Analyst| IIBA-CBAP Trained| PSM/PSPO Trained| Artificial Intelligence|
  • Proficient in creating Business Requirement Document, Functional Requirement Document, Use Case specification Document, Workflows, Implementation guides, Functional Specification Document, and Requirement Traceability Matrix.
  • Well versed in Requirement Elicitation & Prioritization, Defining Scope, Gap Analysis, Stakeholder Analysis & Management, Sprint Planning, Sprint Review, Product Backlog Management, and Change Request Management.
  • Expertise in creating User stories, UML diagrams, Wireframes, and Mockups using MS Visio, Lucidchart, Balsamiq, etc.
  • Post graduate program in Artificial intelligence from University of Texas, With A+ Grade.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior Business Consultant, Role- Business Analyst

Adobe
Bengaluru
01.2024 - Current
  • Elicited & Translated Business requirement to User Stories & Epics.
  • Documented the user stories with Acceptance criteria, prototypes, Business value, Precondition, and also included any development and testing notes.
  • Conducted Gap Analysis\Scope Analysis\Impact Analysis on Business Process using techniques like use case diagrams (UML) \ Context Diagram (Data Flow Modelling) \ BPMN (process modelling)\Flow charts using Visio and Lucidchart.
  • Conducted AS-IS and TO-BE Analysis and suggest Fit for Business Solutions by designing a Change Strategy.
  • Organize & Lead Requirement Gathering (Elicitation) meetings using techniques like Interviews, Questionnaires, Interface Analysis, Document Analysis, Brainstorming Sessions, and Focus Group Discussions.
  • Worked with cross functional team during development, Integration Testing, Functional Testing, and UAT to deliver end-to-end solution.
  • Helped the team to understand the requirements during planning sessions for better estimation of user stories the team would commit to for the sprint.
  • Delivered other requirement documents like Use Case\Process Flow\Change Requests\SRS\ Requirement Traceability Matrix.
  • Involved in creating wireframes and mockups for the system using Balsamiq.
  • Verification\Validation of requirements to ensure they deliver business value by conducting various Reviews and workshops with clients.

Manager, Implementation Project Team

Rayden Interactive
Pune
04.2023 - 01.2024
  • Escalation Handing for implementation Projects.
  • Monitoring CSAT score for the team and helping clients with complex implementation issues.
  • Coached and mentored team members consisting of Business Analysts, Consultants and Project Management, regularly assessing knowledge and skills gaps and implementing corrective action.
  • Supervised and delegated tasks to employees to meet key productivity targets.
  • Monitored staff performance, continually seeking ways to improve team delivery for optimized financial success.
  • Managed team by offering support and constructive feedback to improve skills and maximize potential.
  • Generated strategic weekly Key Performance Indicator (KPI) targets, motivating and incentivizing staff to continually achieve and exceed expectation.
  • Met financial goals with organized strategies focused on proper management of expenses and income.
  • Led recruitment, hiring and onboarding activities, training new joiners in operational processes and conducting probationary performance reviews.
  • Oversaw employee recognition programme to encourage professional development and high performance.

Associate Manager, Implementation Project Team

Rayden Interactive
Pune
10.2021 - 03.2023
  • Developed systems and procedures to optimize efficiency and quality.
  • Managed team of 20+ professionals.
  • Helped team to meet Objectives of Implementation team set up by Leadership.
  • Preparing Monthly/Weekly Business Review with Leadership.
  • Collaborated with other Business Leaders of other departments for fast resolution of Implementation issues.
  • Helped team in expanding their horizons in Upselling.

Senior Business Analyst

Rayden Interactive
Pune
06.2021 - 10.2021
  • Act as a SME on software functionality and industry best practices, providing guidance and recommendations to clients
  • Develop and maintain project documentation, including project plans, status reports, and user guides Provide training and support to clients on software functionality, best practices, and system usage
  • Collaborate with cross-functional teams, including sales, product, and customer support, to gather requirements and develop implementation plans Lead and manage the implementation process for new clients, ensuring successful onboarding and integration of software systems
  • Conduct user acceptance testing and provide training and support to clients, ensuring smooth transition to the new system
  • Configure and customize software applications to meet client-specific needs, ensuring adherence to best practices and industry standards
  • Develop detailed project plans, including tasks, milestones, and resource allocation, to guide the implementation process
  • Conduct a thorough analysis of client business processes and systems to identify opportunities for improvement and customization
  • Lead the implementation of complex software systems for clients, ensuring successful delivery within agreed timelines and budget
  • Develop and maintain project documentation, including project plans, status reports, and user guides
  • Conduct thorough analysis of client needs and business processes to customize software solutions and configure system settings
  • Lead and manage the implementation process for new clients, ensuring successful onboarding and integration of software systems
  • Mentor and guide junior implementation analysts, providing guidance and support as needed
  • Conduct post-implementation reviews to assess project success and identify areas for improvement

Business Analyst

Rayden Interactive
Pune
05.2020 - 05.2021
  • Involved in overall activities related to Business Strategic Planning
  • Designing & implementing various ideas of process & system enhancement for salesforce & product improvement
  • Engagement with key stakeholders and business owners to prioritize the business problems & opportunities for further technical enhancement for internal & external cross sell channel
  • Organizing & Lead Requirement Gathering (Elicitation) meetings using techniques like Interviews, Questionnaires, Interface Analysis, Document Analysis, Brainstorming Sessions and Focus Group Discussions
  • Conducting Gap Analysis, Scope Analysis, Impact Analysis on Business Process using techniques like use case diagrams (UML), Context Diagram, BPMN, Flow charts & Requirement Analysis & Design Definition (RADD) Conducting “AS-IS” and “TO-BE” analysis and suggest fit for Business Solutions by designing a Change Strategy
  • Prioritization of requirements using MOSCOW and Business Value methods followed by documenting as BRD, FRD, Change Request
  • Performed quality assurance (functional testing) and user acceptance testing (UAT) facilitating on-time & acclaimed “go-live” of the application.
  • Act center point of contact for all project activities liaising with delivery managers Business review meetings with business stakeholders sharing insights about effective business changes due to technical upgradation by presenting projects’ insights in Business Review Meetings on periodic basis

Analyst

TIAA
Pune
03.2019 - 03.2020
  • Responsible for providing client service and administrative supports for various client segments by processing a multitude of transactions relating to withdrawals from their retirement accounts.
  • Performing complex transactions in order to provide participants with right money with correct tax treatment
  • Verifying correct tax implications for a participant and then help them to withdraw money.
  • Send letters to employers in order to obtain valid employment status of participant.
  • Payout RMD and MDO acceleration amounts
  • Resolve queries
  • Interact with onshore counterparts and as process is migrating gather information and circulate it among team.

Senior Process Associate

BNY Mellon
Pune
01.2016 - 01.2019
  • Handling Sub- Team–TRANSFERS within Sub Accounting Team. Processing different types of breaks in Sub Accounting within a stipulated time.
  • Evaluating and assigning breaks to concerned departments. Processing as of trades with price protection technique.
  • Applying Dividend correction techniques with correct trade codes as per broker’s instructions via corporate action, Cancel and Rebill, Cash to Reinvest and Reinvest to cash technique.
  • Transferring shares from one management company to another management company.
  • Sending reports to various reports to clients on timely manner.
  • Providing training to new employees and resolving queries.
  • Preparing reports like accuracy, Productivity reports Conducting Process knowledge test.
  • Interacting with the Domestic (U.S) team, Client (Broker), and Business Recovery site team (Chennai team) for timely execution of task

Operations Executive

BNY Mellon
Pune
07.2014 - 12.2015
  • Purchase Retirement funds of various Management companies in the US stock market for the Investor.
  • Invest the money at the right account, at the right fund and at the right time. • Transfer the Assets of shareholder from one custodian to another as per request.
  • Insure the proper maintenance of Investor’s accounts.
  • Performing Quality Check for all investment requests.
  • Providing training for new employees as well as providing refresher training to existing employees.
  • Conducting process knowledge test for team members.
  • Working as a support to team lead
  • Preparing repots like Accuracy report, productivity report and utilization report. • Preparing analysis so that errors can be reduced.

Education

PGD - Artificial Intelligence

University of Texas, Austin
Austin
02-2024

MBA - Finance

Pune University
Pune
06-2014

Skills

  • Use Case
  • BRD FRD FSD SRS
  • Epics Requirement Elicitation & Gathering
  • UML & Data flow modelling
  • User Stories
  • Agile & Waterfall Methodologies
  • Process Modelling
  • Gap Analysis
  • Wireframes & Mockups
  • Change Strategy
  • Stakeholder Management
  • Release planning
  • Scrum- Agile
  • Requirement prioritization
  • Client Negotiation
  • Technical Writing
  • SQL
  • Scope management

Certification

CBAP Trained -Business Analysis Certified Professional (2024) TrainSmart Academy

Adobe Workfront Core Developer

Tools

  • Microsoft Visio | Lucidchart | Balsamiq | JIRA | Confluence | InVision | MS Excel | MYSQL | MS Office | CRM

Timeline

Senior Business Consultant, Role- Business Analyst

Adobe
01.2024 - Current

Manager, Implementation Project Team

Rayden Interactive
04.2023 - 01.2024

Associate Manager, Implementation Project Team

Rayden Interactive
10.2021 - 03.2023

Senior Business Analyst

Rayden Interactive
06.2021 - 10.2021

Business Analyst

Rayden Interactive
05.2020 - 05.2021

Analyst

TIAA
03.2019 - 03.2020

Senior Process Associate

BNY Mellon
01.2016 - 01.2019

Operations Executive

BNY Mellon
07.2014 - 12.2015

PGD - Artificial Intelligence

University of Texas, Austin

MBA - Finance

Pune University

CBAP Trained -Business Analysis Certified Professional (2024) TrainSmart Academy

Adobe Workfront Core Developer

Surbhi Singh