Kurven Patel

About

Results-driven Business Analyst with 4+ years of experience across finance and banking sectors, specializing in Business Process Automation (BPA) and Customer Relationship Management (CRM) solutions. Expert in identifying operational bottlenecks, conducting root cause analysis, and implementing effective solutions. Demonstrated success in managing complex business processes, optimizing workflows, and ensuring compliance with financial industry regulations. Skilled in bridging business requirements with technical implementation to enhance operational efficiency and customer satisfaction.

Experience

• Business Analyst · TD Securities06-01-2024

  Gather requirements across Front Office, Risk, Compliance, and Technology teams for critical capital markets initiatives, ensuring alignment with business objectives. Conduct comprehensive gap analysis between current and target state processes, delivering solutions that enhance operational efficiency and regulatory compliance (Basel III, FRTB). Develop detailed business process flows and functional specifications for risk reporting and PnL systems, serving as the primary liaison between business stakeholders and technical teams. Coordinate user acceptance testing for integrated solutions involving internal systems and third-party platforms including Bloomberg, Calypso, and Murex. Participate in cross-functional working sessions to resolve conflicting priorities while maintaining focus on high-value deliverables. Monitored regulatory changes and helped ensure business solutions adhered to standards including IIROC, OSFI, CSA, and global banking frameworks. Generate executive-level reports and presentations summarizing project status, KPIs, and strategic recommendations.

• Business Analyst (Remote) · Canidium09-01-2023 – 05-01-2024

  Collaborated with clients to transform complex sales compensation processes into streamlined system requirements for SAP Commissions and Xactly Incent implementations. Conducted discovery sessions with stakeholders to document functional and reporting requirements for sales performance management solutions. Created comprehensive documentation including business requirements, process flows, and data mapping documents to support system configuration. Configured business rules and logic within SPM tools to accurately calculate commissions based on defined performance metrics. Developed test cases and coordinated UAT efforts, ensuring successful validation of system functionality before deployment. Analyzed incentive compensation data and reporting to identify trends or discrepancies, offering insights to clients and internal teams. Provided post-implementation support and end-user training, facilitating smooth adoption of new systems.

• Junior Business Analyst · Ecohome Financial07-01-2021 – 08-01-2023

  Participated in requirement gathering sessions with business stakeholders to identify process inefficiencies and assist in documenting business needs. Developed detailed documentation including process flows, data models, and functional requirements to support system enhancements and integrations Assisted in conducting gap analysis between current and future state processes, helping to identify opportunities for automation and improvement. Created user stories and acceptance criteria using INVEST principles to guide development teams in implementing high-priority features Supported the implementation of workflow automation solutions using Camunda, streamlining approval processes and improving operational efficiency Worked with data teams to assist in designing SQL queries for reporting and analytics to deliver actionable insights. Managed stakeholder relationships through regular communication, status updates, and expectation management Collaborated with the Project Manager to track project milestones, assess risks, and ensure that project deliverables were met on time, within scope, and aligned with regulatory requirements. Monitored system performance post-implementation, supporting the resolution of any issues, ensuring that clinical workflows continued to operate smoothly with minimal disruption. Worked closely with senior leadership to prepare presentations and reports on project progress, highlighting successes, challenges, and potential areas for improvement.

• Business Analyst Intern · Scotiabank01-01-2021 – 06-01-2021

  Collaborated with retail and commercial banking teams to gather and document business requirements for system enhancements and product implementations. Conducted process analysis and mapping to identify inefficiencies in existing banking operations, proposing solutions that improved customer experience and met regulatory requirements. Worked with compliance teams to ensure banking solutions adhered to industry regulations including AML, KYC, and OSFI standards. Supported Agile development processes by creating user stories, process flows, and functional specifications. Performed data analysis using SQL, Power BI, and Excel to extract actionable insights for senior management. Facilitated UAT sessions, helping business users validate new features and ensuring readiness for deployment. Monitored and evaluated post-implementation performance, gathering feedback from users and stakeholders to ensure the system is functioning as expected and making recommendations for improvements where necessary. Contributed to the creation of business cases and cost-benefit analyses for new banking initiatives, providing decision-makers with the information necessary to approve or reject projects.

Education

• St. Francis Xavier UniversityMaster's degree, Computer Science
• Gujarat Technological University (GTU)Bachelor of Engineering - BE, Information Technology

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