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Business Analyst with 5 years of experience in financial services
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Competencies
Gathered and documented business requirements to guide project development.
Identified areas for operational enhancements within financial workflows.
Interacted regularly with clients to understand needs and provide updates.
Facilitated collaboration among cross-functional teams to ensure project milestones.
Education
Summary
Dedicated Business Analyst with 5 years of experience in financial services, specializing in requirements gathering, process improvement, and stakeholder communication.
Key Achievements
- Led requirements gathering and documentation for multiple projects in banking sector.
- Developed process improvements that enhanced operational efficiency.
- Collaborated with cross-functional teams to deliver client solutions on time.
Experience
Customer Service Advisor
Managed retail and corporate clients, handling their orders and requests., Registered and opened cases with detailed information, ensuring proper escalation., Created internal reports on common issues and client requests using Excel for case tracking and trend identification., Maintained organized spreadsheets to ensure proper documentation and traceability of all service processes., Resolved issues and provided clients with information on internal processes and product management., Utilized digital tools for data organization and tracking.
Assistant Coordinator
Controlled and verified caregivers’ clock-in/out times using databases and daily reports in Excel., Generated weekly performance and compliance reports by organizing data for managerial decision-making., Adjusted schedules dynamically through spreadsheet templates, ensuring real-time updates were accurately reflected., Managed and updated notes to document daily events or interactions with caregivers and patients, including calls and follow-ups., Entered and modified new caregiver information in the database, correcting errors or updating data upon request., Used HHAexchange platform for personnel management and data tracking.