Sam George Jose

Experience

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  Fortunesoft IT Innovations

  Nov 2015 - Oct 2017

  Business Analyst

  . Understand the marketing business intelligence and reporting needs, and provide reporting solutions that meet those needs.· Stakeholder Management and requirements analysis.· Understand the reporting / dashboard development processes and drive improvements.· Responsible for data management, quality / cleansing, deduplication and harmonization of data across the various source systems.· Perform data analysis to identify key findings and share it with the different stakeholders.· Maintain documentation and requirements traceability.· Track metrics and performance of the team against key objectives and goals.· Techno-functional work experience and expertise in functional requirements gathering, data modelling, and conducting initial feasibility study. -Expereince of product owner in Agile project management. Show less

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  Avankia LLC

  Oct 2017 - Dec 2019

  Business Analyst

  The role focuses on DBSync business partners in the CRMs (Salesforce and Microsoft)integration space with accounting software QuickBooks. DBSync is an Integration Platform used tointegrate databases, SaaS and other software applications.• Automate Finance best practices - Account Receivable (AR), Account Payable, Quote to Cash,Procure to Pay and more.• Subject Matter Expert and Advisor on Salesforce Implementation and accounting system data integration.• Involved in Accounts Merging, maintaining Public Groups. Created Reports and Dashboards as perthe customer requirements. Worked on Record Types, Validation Rules, Triggers, and Page Layouts.• Experienced in administration, configuration, Implementation, and Support of Salesforce CRM andSalesforce SFA applications based on Apex Language and leveraging Force.com Platform, SAAS(Software as a Service) Application running in Cloud Computing Environment.• Analyzing existing customer satisfaction and functionality requests for providing business-valuebased recommendations to Product Owners.• Worked on data migration from databases to SFDC using Data Loader and ETL. Build theorganization's role hierarchy by adding the Roles as per the organization structure and create customprofiles to satisfy the organization's hierarchy.• Prepare Project schedules, cost estimation, and track project inception to completion. Documentationlike SOWs, BPRs and other project assets. Show less

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  Avidbots Corp.

  Jan 2022 - Apr 2024

  Information System Analyst

  • Evaluates business needs, analyzes current processes, assists in evaluating alternatives, andrecommends solutions and initiatives.• Facilitates requirements gathering sessions with business stakeholders; creates process flows anddevelops various business requirements.• Leading process review and improvement initiatives to ensure smooth transitions, document processes tohelp refine the problem the project is trying to solve.• Develop reports, dashboards, and data visualizations using Tableau to present key performance indicators(KPIs) and insights to senior management.• Develop reports and methods to govern the integrity of data entry within the Sales and Operations softwareecosystem.• Streamline operations by identifying inefficiencies and recommending process enhancements.• Manage projects and ensure that all projects are delivered on-time, within scope and within budget.• Manage vendors/partners by assigning tasks and communicating expected deliverables Coordinate internalresources and third parties/vendors for the flawless execution of multiple projects. Show less