Bhavin Patel bhavinp0717@gmail.

com 903-287-6133

Summary
 Over 9 years of experience in Business Analysis in Life Insurance and Banking/Financial domain.
 Experience in Life Insurance, Annuities and Employer-Employee insurance group.
 Full SDLC experience and experience with projects and Iterative Software Development Life Cycle Process as per
Rational Unified Process (RUP) and Agile Methodology.
 Strong data analysis skills. Experience managing data, standardization, clean up, mapping, reporting and analysis,
visualization and consolidation.
 Worked efficiently on multiple projects spanning over different releases at the same time.
 Experienced in performing Business Process Reengineering/Gap Analysis to check the compatibility of the existing
system infrastructure with the new business requirements.
 Participated in design walkthroughs and verified ALM/Quality Center Test Scripts and results.
 Proven track record in requirement gathering & analysis, data collection, analysis and evaluation in Information
Systems issues, analytical problem solving and decision making, communication and inter-personal skills with ability
to interact with individuals at all levels.
 Working knowledge and experience with SQL/PL SQL, HTML, and MS Access.
 Transformed business requirements into functional specifications, focusing on workflow analysis and
design, business process re-engineering, user interface - UI design, and process flow modeling.
 Handled production support from business team for critical & high priority production tickets, which are not solved
by customer helpline. Used HP Service Desk tool extensively.
 Extensive knowledge of Software Development Processes, Design Patterns, Structured and Object-Oriented
Analysis and Design, Rational Unified Process (RUP) and UML.
 Expert in MS Office Products such as Word, Excel, Project, Power Point, Access, Visio.
 Conducted various JAD sessions with business users and separately with development, QA teams.

Professional Experience

John Hancock, Boston, MA

Jun 2019 – May 2021
Sr. Business Systems Analyst

Worked as a Business Analyst at John Hancock online module for Term Life Insurance E-quote generation system. The
project involved understanding the requirements of Term Life Insurance and presenting it to the users and employees in
an easy to use interface. We also had to make sure that it integrated with other modules like the Universal Life
Insurance and Variable Life Insurance.

 Validated fundamental specifications and monitored production deployment for all the essential tasks performed
within the teams.
 Conducted Automation testing using the Standards, guide lines and structured methodology in testing the
application.
 Wrote Test Plan and Test Cases according to business requirement.
 Followed the Rational Unified Process of development through the Entire Software Development Life Cycle (SDLC).
 Documented As-Is processes, To-Be processes and identified gaps by conducting Gap Analysis, and documenting
impacts to different groups and systems.
 Created a process document featuring requirement analysis and business evaluation with UML modeling (Use cases
and Activity diagrams) using MS Visio to extract process and work flows for the use and understanding of both
functional and technical teams.
 Developed Web Services scripts for a Web Service call sing SOAP UI.
 Demonstrated experience in Agile, Scrum methodology activities for Requirements and Analysis phases.
 Conducted training on various topics in Life Insurance and Annuity for Junior BAs, developers, testers from various
projects within Syntel. 
Bhavin Patel [email protected] 903-287-6133
 Developed Use Case scenarios, Business Flow, Activity, State and Sequence diagrams to facilitate the business
process requirements for developers and company stakeholders.
 Functionally validated Web Services delivered in SOAP XML format as provided in specification document
 Met with various groups including business owners, SME's (Subject Matter experts) and marketing team for
requirements gathering in definition stage.
 Reviewed business requirements and developed detailed Test Cases to ensure testing of the entire application.
 Used SOAP UI tool to test SOA based architecture application to test SOAP services and REST API.
 Prepared and presented the training document for new, legal application processes.
 Created requirement and business models around the authentication for various Insurance products for and have a
great level of expertise within proofing.
 Extensively used SOAP UI for testing XML, and SOAP Web services. 
 Responsible for writing Business Use Cases, Business Rules, logical analysis and change management of
requirements.
 Used SQL Server to write queries, procedures to insert, update, select and delete data from database.
 Performed manual front-end testing to ensure that all functionalities of enhanced application behaved as per the
business process.
 Used ALM/Quality Center as Test management tool.
 Worked with developers to resolve Issues and Production Incidents using ALM/Quality Center.
 Developed and executed test cases test Scenarios using ALM/Quality Center.
 Participated in bug review meeting with developers and QA team members and updated requirements documents
based on feedback from QA team members and developers.

New York Life Insurance Company, New York, NY

Nov 2018 – May 2019
Business System Analyst

As a member of Product/Billing team specialized in projects with complex business rules related to new product
development, compensation calculation and credential management. Major duties of projects had included technical
analysis and tailored modifications for advanced life insurance products and annuities, conversions, routines and reports
specific to New York Life.

 Gathered requirements and conducted interviews with business users and Project Manager to understand the needs
of the application.
 Responsible for processing, data collecting, tracking, issuing and paying all new life insurance and annuity brokerage
applications.
 Interviewed the Business (Portfolio Analyst, Portfolio Managers, Risk Managers, Sales and Marketing teams) to
comprehend the current business requirements.
 Conducted JAD sessions with annuities actuary for business process redesign (BPR).
 Created meaningful reports for analysis and integrated the Performance Testing in the SDLC.
 Functioned as the primary liaison between the Business line, operations, and the technical areas throughout the
Project Cycle.
 Worked on various applications and Conducted Gap Analysis between “As is” and “To be” process for the
applications.
 Analysis and process redesign of supporting systems of annuity.
 Created role based matrix for these applications and worked with the developer to create applications supporting
these roles.
 Validated the Web Services (SOAP) both Request and Respond Messages.
 Created documents and deliverables for the proofing and verification for various Insurance products for the
Insurance Authentication.
 Done Bug tracking by using JIRA.
 Extensively used SOAP UI for testing XML, and SOAP Web services. 
Bhavin Patel [email protected] 903-287-6133
 Identified issues in the current payment system and suggested the changes to Annuities Management group. 
 Created Documentation - Analysis reporting, architectural presentations, infrastructure specifications, strategy
planning, risk analysis, contingency plans for company executives.
 Defect tracking and bug reporting using ALM/Quality Center.
 Involved in Web Services testing using API and SOAP UI.
 Recognized scope limitations and raised potential scope issues in order to designing the most efficient systems
approach. Analyzed business workflow and system needs for conversions and migrations.
 Analyzed the allocation of Variable Annuities in mutual funds stocks and bonds.
 Strong understanding of trading instruments including equity derivatives, interest rate derivatives FX, options,
money market, fixed income, credit derivatives, and commodities trading products.
 Scheduled meetings with developers, system analyst and testers to collaborate resource allocation and project
completion using MS Project.
 Validated XML request and response with different sets of test data to perform web services payment validation.
 Conducted Cross Browser Testing to check the compatibility of the Application with different Browsers.
 Involved in Web Services testing using API and SOAP UI.
 Executed and managed tests in test lab using HP ALM tool and raised defects in JIRA.
 Created and executed test plans, test-cases for various types of testing like integration, performance, backend,
stress, regression.
 Built independent test cases into ALM/Quality Center and converted them into automated regression test cases and
executed accordingly.
 Wrote Complex SQL queries and optimizing SQL Queries.
 Tested various sprints using Agile methodology.
 Created Impact traceability matrix to depict what has changed in the application and its impacts on various other
related applications.
 Responsible for providing analytical support in the Design, Development and Implementation of Project.

Sammons Financial Group, Des Moines, IA

Jan 2016 – Oct 2018
Business Analyst

Sammons Financial Group, Inc. (SFG) is an insurance holding company whose member companies offer a diverse
portfolio of financial services and retirement products, including life insurance, annuities, variable annuities, and
securities.
Project included process automation and letter creation for life and annuity policies expiring 90, 60 and 30 days. The
project requirement was to gather information from key steak holders who were manually handling the end to end
process including letter creation for beneficiaries and under writing agents. The automation processes was complex in
nature as there was a unique algorithm followed by key steak holders according to nature, type, age, location and
amount of policy.

 Gained better understanding of SDLC methodology working on different domains and types of projects.
 Provided general support to the finance manager, department directors, project management, project controls, and
project engineers.
 Identified, reviewed and analyzed BRDs, FRDs, TRs from several sources and by conducting requirement
walkthrough meetings with end users and business analysts.
 Conducted Gap analysis to understand new business model and additional functionalities to be incorporated into
the new application.
 Conducted JAD sessions for better understanding and refining of requirements in coordination with multiple teams.
 Interviewed the Business (Portfolio Analyst, Portfolio Managers, Risk Managers, Sales and Marketing teams) to
comprehend the current business requirements.
 Clarified and prioritized requirements by conducting brainstorming sessions with the stakeholders and SMEs.
Bhavin Patel [email protected] 903-287-6133
 Implemented Agile (Scrum) methodology throughout the Branch.
 Documented various documents including the Business Requirements Document and the Use Case Specification
Documents.
 Completed and submitted all necessary life insurance forms and electronic claims to process the claims in a timely
manner.
 Identified all use case components including basic, alternate and exception flows.
 Participated in various architectural development sessions to provide technical teams with a better understanding of
the requirements.
 Attended Agile Scrum meetings to discuss project progress and plan.
 Analyzed Requirements and created Use Cases, Use Case Diagrams, Activity Diagrams using MS Visio.
 Carried out detailed and comprehensive business analysis with the RUP methodology.
 Prepared Business Process Models, which included modeling of all activities of the business from conceptual to
procedural level.
 Conducted multiple interviews to clarify requirements in order to identify use cases and document UC
Specifications.
 Followed Agile Methodology to emphasize on real time communication over written documentation.
 Provided training to users, and involved in conducting UAT sessions to gain user confidence and approval.
 Provided project manager with regular status updates assisting the overall project management initiative.

Countrywide Financial, Austin, TX

Jun 2012 – Dec 2015
Business Analyst

Countrywide Financial is a diversified financial company engaged primarily in residential mortgage banking and related
businesses. The application consisted of two main modules. The first module was the one where Countrywide’s
representative submits customer’s application in a fronted top view and Lender can view the information of the
customer. The desktop Underwriter was the loan-underwriting engine where Lender makes decision whether to
approve a loan or not. When Lender submits their loan data into the system, the system is run through regression and
statistical analysis. Decisions are based on the result of the analysis.

 Performed Gap Analysis for compatibility of new business requirements with the existing system infrastructure.
 Gathered requirements and conducted interviews with business users and Project Manager to understand the needs
of the application.
 Involved in Web Service testing and validating the XML files.
 Functioned as the primary liaison between the Business line, operations, and the technical areas throughout the
Project Cycle.
 Prepared & presented financial analysis, risk and return assessments and provided viability recommendations based
on investigative due diligence to senior management 
 Created role based matrix for these applications and worked with the developer to create applications supporting
these roles.
 Documented and tracked all product defects with use of SQL (reporting). 
 Responsible for business process modelling, process mapping
 Conducted meetings to discuss business forecasts, budgets, earnings projections, financial stability and banking
relationships with internal & external senior management 
 Created functional design documentation using SDLC methodologies. 
 Identified and analyzed business problems and defines the scope of activities required to address the issues,
including requirement definition, process review, impact assessment and operational streamlining
 Documented how to add/delete/modify existing users in an application and how to create access request through
an internal approval based system & created BRD’s.
 Conducted Joint Application Development (JAD) sessions with IT groups. Responsible for updating changes in
functional specification documents and on-boarding document of each application.
Bhavin Patel [email protected] 903-287-6133
 Assisted to develop the Test Plan, Test Cases and Test Scenarios to be used in testing based on Business
Requirements, technical specifications and/or product knowledge. Tested various sprints using Agile methodology
 Assigned tokens to internal users of applications depending on their roles.
 Created Impact traceability matrix to depict what has changed in the application and its impacts on various other
related applications.
 Responsible for providing analytical support in the Design, Development and Implementation of Project.

Technical Skills:

Tools:    Microsoft Office Suite, Outlook, Microsoft SharePoint, MS Exchange

Analysis Tools, Techniques:  RUP, UML, Object Oriented Analysis, Rational Rose, Visio, Rational Requisite Pro
Testing Tools: Quality Center, UAT
Reporting Tools: Cognos, Crystal Reports, Business Objects,
Database: SQL Server, Oracle, Teradata, MS-Access
Data Access Technologies: PL/SQL, Toad, MQ Series, Stored Procedures
Operating Systems: Windows, UNIX/LINUX

Education: Bachelors of pharmacy from Gujarat University in 2011