Shilpa Balaraj

Sr. Business/Data Analyst

Objective
Motivated and results-driven Business Data Analyst with proven track record in providing analytical solutions and report
generation. Around 12 years of professional experience and ability to identify business reporting needs and develop reporting
solutions with high accuracy and efficiency. Possess outstanding client interaction and relationship management skills with
excellent Communication and Presentation skills.

Summary
 Expertise in Project Management/PMO/Release/Change Management/Vendor Management, Resource Management,
Quality Management, Data Migration/Modernization.
 Excellent working Knowledge of various Software Development Life Cycle (SDLC) methodologies like Waterfall Model,
Agile (SCRUM, User stories, Sprints) with an in depth knowledge of RUP's Iterative Software Development Life Cycle
process.
 Extensive experience in creating Business Requirement Documents (BRD), Functional Requirement Document (FRD) and
Use Case Documents.
 Expert in Tracking and Managing the Requirements using Requirement Traceability Matrix (RTM) that controls
numerous artifacts produced by the teams across the deliverables for a project.
 Daily, weekly, monthly and quarterly report generation: Good functional knowledge in Oracle Finance Modules
Advanced procurement and Oracle CRM.
 Experience working on multiple cloud software, Q2C platforms involving CPQ, CLM, CRM and Billing.
 Experience in Business Analysis, Continuous Process Improvement (CPI), Business Process Consulting, Process Modeling,
Platform Migration, Accounting and Reporting, Reconciliation and Analysis.
 Experience on Oracle Supply Chain Manufacturing Applications consulting including Quote to Cash and Procure to Pay
Executed critical projects as Business Analyst, Functional roles.
 Worked on Contract Lifecycle Management (CLM), Salesforce CPQ.
 Experience developing solutions for the Apttus Contract Lifecycle Management (CLM) and Configure, Price Quote (CPQ)
systems including X- Author for Word &Excel, development of clause libraries and contract templates.
 Extensive experience in Text Analytics, generating data visualizations using R, Python and creating dashboards using tools
like Tableau.
 Strong experience with Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP)
applications.
 Proficient in providing end-to-end business intelligence solution by dimensional modeling design and customization of BI
Answers/Analysis, Reports, Interactive Dashboards, Oracle Delivers.
 Experience in ERP implementation & support, Web applications and complex software projects in distributed
Client/Server through all stages of the SDLC.
 Business Process Consulting:Extensive experience implementing process re-engineering initiatives that improve business
unit efficiencies.
 Experience in Designing Business Intelligence Solutions with Microsoft SQL Server and using MS SQL Server Integration
Services (SSIS), MS SQL Server Reporting Services (SSRS), and SQL Server Analysis Services (SSAS).
 Experience in Tableau Projects (involved in the complete lifecycle from requirement gathering, data modeling - scripting,
developing and testing dashboards using Tableau).
 Adept at translating business needs into end user interactive reports thereby aiding business decisions with
demonstrated experience in Analysis. And supported for Data warehousing applications such as Snowflake and
Teradata.
 Proficient in analyzing Data Quality Issues - Data Redundancy, Data Consistency, Data Completeness, Metadata
Analysis, and Data Schema Study.
 Skilled at documenting test defects and resolve defects or issues to ensure thorough traceability, escalate issues if
needed.
  Highly Experienced in Working for Defect Identification and Resolution & Reports, Prepared Sprint Test Report,
Regression and UAT Test Report.
 Proficient in using MS Word, Excel, PowerPoint for managing documents electronically.
 Hoghly motivated and efficient Leader & Team Player, with excellent interpersonal, communication and analytical skills
in interacting with SME's, Stakeholders and Senior Management. Has a strong desire to learn new skills.

Working Experiences
Sr.Business/Data Analyst, WellsFargo
Fremont — MAY 2023 – June 2024

Responsibilities
 Led project or systems documentation and monitored and managed project schedules and deliverables.
 Collaborated and consult with business and technology teams to provide comprehensive technological solutions for
complex business problems.
 Ensured communication and information flow between business and technology teams.
 Led and executed pre-production and production testing for new releases.
 Proactively identified risk issues and work with relationship managers and senior risk officers to develop, document, and
implement action plans.
 Leveraged Python libraries to conduct in-depth financial and customerdata analysis
 Participates in Change Request process to approve, document, test and certify all changes to the ERP system.
 Ensured complete, accurated, and timely documentation of customer data within the customer risk management system.
 Stakeholder Coordinator: Coordinates with data stakeholders to gather the datasets required for analysis
 Engaged Communicator: Communicates analysis results in terms of business insights and leverages them for team
decisions
 Analyzes, validates, and documents business processes and system requirements using standard Business Analysis tools
and methodologies for the development or procurement of software systems.
 Responsible for performing all tasks required to develop, implement, and support the Salesforce.Com application
integration of the Apttus CLM and CPQ.
 Communicated insights through reports and presentations using Power BI and Tableau for clear visualization.
 Created interactive dashboards and reports using Oracle Analytics Cloud integrated with ADW, providing stakeholders
with real-time insights into key performance metrics.
 Managed the Contract Management and Order Management (Quote to Cash process) using the Apttus CPQ & CLM
Application App Exchange tool.
 Maintained statistical models to predict customer behavior, claims, and risk analysis using Python, and SQL for data
wrangling and preparation.
 Established monitoring mechanisms to assess the performance of queries and reports in Oracle ADW, identifying
optimization opportunities for improved efficiency.
 Worked on Quote to Cash and supported generating quotes, contracts and invoice.
 Worked on enhancing the BPM (Business Process Management) methodology and solution accelerators that will help
adopt a process driven approach, define business requirements using process models and accelerate IT development.
 Helped with the migration from the old server to Jira database (Matching Fields) with Python scripts for transferring and
verifying the information.
 Develops and maintains data for measuring current operations, including designing queries and developing reports.
 Supported the development and distribution of ad-hoc reports, ensuring appropriate data documentation and
preparation.
 Identified queries and reports to assist in managing operations, analyzing data for validity concerns and communicating
findings.

Tools Used: MS Office, Google Suit, SQL, Tableau, Confluence, Jira

Business/Data Analyst, Berkeley Labs

Responsibilities
  Analyze data and work on problems of diverse scope and provide detailed, through well documented reports.
 Identifying trends and patterns, data-driven decisions, Finding correlations and relationships, Detecting anomalies,
Improving performance, and Predictive modeling
 Support the evaluation and analyses of inconsistencies of reported system problems by assisting division staff with
problem solving and resolution.
 Translate business requirements into intuitive analytical & informative data visualizations using SQL and Tableau
 Supports the design and analytical aspects of reports requested by division staff, leadership teams and external
customers.
 Uses databases to run reports and run queries using SQL or other Oracle tools.
 Acquire data from primary and secondary data systems (i.e., Maximo, Data Warehouse) and provide users with detailed
information needed to support business needs.
 Integrated data from multiple sources, including policies and claims, ensuring accuracy and consistency using SQL, Python
 Understanding of the Quote to Cash process (CPQ, Order Management, Billing, and CRM).
 Configured the whole CLM Process with multiple Agreement types and configured multiple phases to the Business
document.
 Create reports for internal teams and/or external clients to include the visualization of data that is used to support
divisional goals and objectives.
 Developed logical and physical data models to optimize data storage and retrieval within Oracle ADW, enhancing
performance for reporting and analytics tasks.
 Engaged in post-implementation reviews to gather user feedback and identify enhancements, ensuring the Oracle ADW
environment continually met evolving business needs.
 Create KPI metrics to track the status of business process.
 Utilized SQL, Python, and R for data manipulation, cleaning, and complex querying of datasets.
 Work with functional staff and IT to ensure major enhancements and re-engineering initiatives are effectively launched
and executed to meet expectations.
 Monitor Facilities Systems performance; troubleshoot complex business processes and system issues to ensure business
operations are minimal impacted.
 Performed troubleshooting, fixed and deployed many Python bug fixes of the two main applications dat were a main
source of data for both customers and internal customer service team.
 Worked closely with data engineers to design and implement ETL processes that migrated data from legacy systems into
Oracle ADW, ensuring data integrity and accuracy.
 Support the development and execution of test plans to ensure systems changes conform to design, coordinate.
 User acceptance, testing, and maintain testing issues log.
 Create custom business requirements and reports in order to support the business system team with goals and
objectives.
 Work with IT to apply, test and verify fixes/patches to support facilities systems.

Tools Used: MS Excel, MS Word, MS Power Point, MS Access, Google Suit, SQL, Maximo

Business/Data Analyst, First Tech Federal Credit Union Bank

Responsibilities
 Worked in the EDA – COE team on the EDW Data Migration project.
 Involved in the end-to-end process, starting for requirement gathering and planning, support throughout the
development process, User acceptance testing, and post-production support.
 Worked on Testing and documenting several UAT tickets assigned using Jira.
 Worked on several Business stories related to Post Production KTLO Support.
 Worked very closely with the Product Manager to set new standards and documentation for the EDW system.
 Liaison between the business and technical teams in terms of assisting the translation of business requirements in an
agile method of development .
 Created Various Source to Target Mappings for Tableau Dashboard.
 Performed Gap Analysis between the EDW system and Tableau Dashboard after the end of each sprint and created
mappings to close the same.
  Used the Agile Methodology for the Software Development Life Cycle (SDLC).
 Worked on the data quality project to ensure consistency across the EDW system.
 Extracted the data from a data warehouse (Snowflake) to create ad-hoc reports and graphs according to Business needs.
 Data mapping, logical data modeling, and used SQL queries to filter data in databases such as Snowflake.
 Performing ad-hoc deep dives into our data to analyze data quality issues and present meaningful insights and
Visualizations.
 Provide analyst support during all phases of the Software Development Life Cycle including development and testing
(unit/system) phases.

Tools Used: MS Excel, MS Word, MS Power Point, MS Access, Snowflake, SQL

Business/Data Analyst, Blouin ART-INFO,

Responsibilities
 Acquire data from primary or secondary data sources and maintain databases/data systems Validate the data and
maintaining into database.
 Implemented of end to end the ETL process starting from sourcing data from multiple systems to staging tables to
respective data warehouse tables.
 Managing Sales data of all auction houses across US and other countries.
 Preparing Sales targets and metrics dashboards.
 Collaborated with multiple stakeholders/vendors to implement a new project management system. Led the requirements
gathering process and worked closely with the vendor's development team to ensure the system met our needs.
 Hands-on experience developing and documenting process flows, methodologies, and analytic techniques; ability to
guide and train others in those processes, methodologies, and techniques.
 Performed root cause analysis on all processes and resolve all production issues and validate all data and perform routine
tests on databases and provide support to all ETL applications.
 Provided guidance to all support teams within the project and technical teams.
 Worked with the business and functional users to analyze client’s requirements. Identified challenges within the project
and devised solutions in conjunction with technical staff.
 Automating reports in excel using different functions and lookups.
 Accurately analyze and collect data for various types of business reports.
 Support the improvement of the data collected by making sure issues and problems are communicated and worked
through.

Tools Used: MS Excel, MS Word, MS Power Point, MS Access, Rally (defect logging and agile board), Share point, draw.io, My
SQL

Business/Data Analyst, Accenture - NAB

Responsibilities
 Manage day-to-day aspects of a formal Agile/Scrum process, including leading Agile meetings (backlog, planning, review,
retrospectives, and daily stand-ups).
 Provided actionable insights for executive stakeholders on Top selling insurance products.
 Quality analysis on Data integrity and validations, monitor ETL jobs.
 Produced yearly, quarterly, monthly, weekly and daily reports using advanced Excel spreadsheet functions.
 Created dashboards using excel and tableau. Presented the finding to the business stakeholders and identified the areas
of process improvements.
 Recommended report standardization and prepared run books for producing reports.
 Interpret data from primary and secondary sources using statistical techniques and provide ongoing reports.
 Worked with collaboration tools like Sharepoint , Confluence
 Extracted, compiled and tracked data, and analyzed data to generate reports.
 Data Quality & Maintenance
  Management Reporting/Funds flow reports - Sales forecasting for goal setting, using past data and indicators.
 Provided support in triage, troubleshooting, root cause analysis and resolution including reporting and monitoring.
 Change Control, User Acceptance testing & Prioritization of Enhancements.
 Analysis, Data cleansing, Storage management, System Reconciliations (confirms completeness & accuracy of
deliverables).
 Problem analysis, Prioritization, Resolution
 Scheduling (Eg. Month end timetable, daily operations), Configuration & Maintenance, user access security & Provide
user training.
 Provide input & participate in testing Business Continuity Plan.
 Aptitude for understanding business environment and translating business requirements to technical solutions.

Tools Used: Oracle Financials, MS Excel, MS Word, MS Power Point, MS Visio, PLS (problem logging system), Radar (incident
management), Share point, Confluence, Teradata SQL, BI reporting tool

PMO, ACCENTURE - WACHOVIA (WELLS FARGO)

Responsibilities
 Top Projects Report – Project & Resource Management.
 Quality Check and Reports Delivery.
 Prepare Standard Operating Procedures and Templates in Sharepoint.
 CIMS is a group of monthly reports used to gather and analyze current & evolving information to improve service,
customer satisfaction & reduce unit costs.
 Time Entry non compliance reports – Weekly, monthly & yearly - this report is sent to the employees who have not
logged time reminding them to submit the timesheet to the managers to approve it.
 Playbook is a monthly compilation of reports such as Dashboards, Org Charts, Headcount Rosters, Financials, and
Capacity Plans.
 Metrics Reporting is a monthly compilation of reports such as Resource Allocation and Utilization, Forecasted Spend and
Budget Variance, Customer Satisfaction Survey, Headcount Roster using cognos.
 Maintain and update project status dashboard & Project resource tracking system.

Tools Used: Ms Excel, MS Word, MS Power Point, MS Visio, Sharepoint, Cognos Reporting tool

Technical Support Engineer, SITEL

Responsibilities
 Providing technical support on Connection and Browsing issues on internet to US clients.
 Maintain composure and patience with difficult customer interactions.
 Focus on Monthly SLA and CSAT Targets & Participated in all the team activities.
 Researched and documented issues on various computer systems and databases to solve complaints.

Education
 Bachelors in Computer Science, Bangalore University 2003.