Overview
Work History
Education
Skills
Certification
Timeline
Generic

Devesh N. Shah

Bartlett

Overview

25
25
years of professional experience
1
1
Certification

Work History

Business Systems Analyst

Equity Residential, LLC
06.2024 - Current
  • Core responsibilities include gathering and translating business requirements into functional and technical design documents and wireframes as well as writing and executing test scripts.
  • Created, reviewed, and execute test plans and validate that it meets the business and technical requirements.
  • Reviewed software upgrades, present new features to business partners, test new functionality, and assist with creating training documentation.
  • Responsible for acquisition activities as it relates to data conversion such as gathering, formatting, loading, and auditing data for newly acquired properties.
  • Performed information gathering, data collection, and data analysis, in addition to problem solving with a customer focus.
  • Analyzed and compare datasets and look for trends, issues, or areas for improvement.

Senior Financial Analyst (Contract Position)

Arthur J. Gallagher & Co.
04.2023 - 09.2023
  • Generated and maintained monthly internal workload files to track progress of account reconciliations using excel and SQL.
  • Directed our offshore team to conduct client/carrier invoice preparation on a weekly and monthly basis.
  • Independently work with clients, account managers and others to facilitate timely issue resolution.
  • Engaged in system enhancement projects to develop automate current processes.

Senior Technical Business Analyst

Trionfo Solutions, LLC, Itasca, Illinois
02.2022 - 03.2023
  • Developed, implemented, and maintained elements of systems design, including business process documentation, workflow charts, diagrams, data migration rules, business rules, wireframes, and other detailed deliverables including integration documentation.
  • Designed efficient IT systems to meet business and technology needs, as well as make recommendations for process improvements through data analysis.
  • Managed incoming queries and technical issues related to systems.
  • Coordinate with offshore developers to build and implement technology solutions daily.
  • Managed software work tickets in Azure DevOps and ManageEngine: investigating bugs, writing specs, prioritizing tasks, assigning tickets and following-up on their completion with solution architects.
  • Assisted with defining assessment and implementation methodology and deliverables for client delivery using GAP Analysis.
  • Lead client-facing project management meetings and conducted training sessions to our clients to improve and enhance their knowledge of our platforms.
  • Managed multiple SaaS platforms, tasks, and resources.
  • Participated in pre-scheduled after-hours support of weekly on-call rotation and/or as a team member supporting special projects or releases monthly.
  • Managed Salesforce requests/issues for 1,000+ Salesforce total end users.

Global Business Analyst

Dexter Magnetic Technologies, Elk Grove Village, Illinois
06.2020 - 02.2022
  • Being a leader in continuous improvement activities and working closely with management to support all improvements activity goals and initiatives. Worked closely with key leaders to execute and deliver finished projects.
  • Performed variance analysis such as Purchase Price Variance, Standard cost revaluation, Invoice Price and Order Status by using INFOR LN ERP software.
  • Developed relationships with stakeholders (Europe and United States) to gain an understanding of business drivers, objectives, and needs.
  • Worked with business, engineering, and technical resources to clarify business requests and resolve issues. Build workflows to ensure long-term goals are reached in departments.
  • Developed reports with recommendations to support assessment of operations and continuous improvement including trends and exceptions.
  • Expert in writing simple/complex queries and optimizing SQL statements (using SSRS) for various projects to ensure it gives the desired output.
  • Trained employees in all company units on a web-based data system (Epicor Data Analytics) which delivers high-level trend data, sales intelligence, and intuitive reporting capabilities.
  • Forecasted for all business partners and found solutions for improving metrics, along with making recommendations on how to increase or improve productivity.

Sr. Business Analyst

Greco and Sons, Bartlett, Illinois
07.2019 - 03.2020
  • Trained employees in 8 different locations using a web-based data tool to improve on inventory, sales, and margin for various products.
  • Improved on cost and time efficiency with various departments including salespersons and buyers by teaching them a web-based reporting tool (Trackmax/Insight).
  • Maintained and improved process planning, real-time inventory and data capture using CSB-System daily.
  • Performed data analysis using SQL and other tools to share with other business units.
  • Communicated information from the business to the IT department to ensure proper organizational processes.
  • Balanced technology and business issues as well as communicated appropriately with both technology and business experts.
  • Reviewed and analyzed testing of an application system (Trackmax/Insight) after modifications and/or updates.
  • Coordinated in-depth tests, including end-user reviews, for modified system software.
  • Delivered technical assistance to employees by troubleshooting system issues and providing ongoing maintenance updates.

Business Analyst (Contract Position)

US Bank, Naperville, Illinois
12.2018 - 06.2019
  • Created and delivered complex financial and logistical reports for elite clients.
  • Provided technical assistance and cost/benefit data analysis to clients related to freight logistics which saved clients over $500K in costs.
  • Managed large projects to identify opportunities for improvement and create more efficient processes. Used SAP FSCM to improve our billing disputes and strengthen the AR processes.
  • Efficiently shared large amounts of complex data with various levels of management to provide comprehensive information required for strategic management decisions using Scrum/Agile environments.
  • Coordinated with clients and business partners to collect and deliver data related to productivity metrics, key performance indicators (KPIs) and financial metrics.
  • Hands on experience on nCino which is a cloud-based Banking operating system.
  • Worked on manual and custom document placeholders in nCino.

Reporting Analyst

W.W. Grainger, Lake Forest, Illinois
10.2016 - 10.2018
  • Subject Matter Expert for daily and weekly reporting processes. Providing support and data analysis for the Supplier Performance Management, Vendor Support, and Inventory teams by using INFOR LN ERP software.
  • Provided ad-hoc reporting, forecasting models and analysis using SPSS and Teradata for Inventory Management and Supplier Performance Management to increase supplier performance. Also used SAP MM and STMS for inventory management and day-to-day business operations and purchases.
  • Produced standard reports for internal and external business partners on a scheduled basis for their use in making informed decisions to effectively manage 10 distribution centers.
  • Supported the implementation of reporting mechanisms and used statistical and analytical tools to bring clarity to Grainger Inventory Management business operations.
  • Continually reviewed standard reporting processes and identified areas for continuous improvement. Researched, recommended, and implemented process improvement opportunities to automate or consolidate process steps to reduce weekly standard report processing time by 180 minutes per week.

Business Systems Analyst

Claire’s Stores Inc., Hoffman Estates, Illinois
10.2015 - 07.2016
  • Defined/document requirements working closely with business users and manage implementation for projects aimed at creating global processes such as global company reporting and purchase order entry using Agile processes.
  • Communicated ongoing updates to all stakeholders to ensure understanding of and alignment with project status / changes, under general guidance.
  • Managed and updated requirement documents as needed throughout the design and development process and execution of user acceptance testing (UAT).
  • Implemented a Business Intelligence Data Warehouse into the organization including preparing training materials and performing end user training for 200+ associates.
  • Worked with several departments within the company to develop an automated Average Store Sales report. Liaison between the business and the IT department to streamline the report.
  • Ensured that identified solutions meet business requirements for all applicable stakeholders.
  • Managed project for migration of the ecommerce platform from Oracle ATG to BT Fresca, saving the company over $500K.
  • Involved with implementation of project management processes and methodologies using Jira and Agile methodologies as well as generating User Stories.
  • Performed reviews with all stakeholders to obtain approval / sign-off of project requirements documents (i.e., walkthroughs)

Business Analyst (Contract Position)

Arkadin Collaboration Services, Inc., Schaumburg, Illinois
03.2015 - 09.2015
  • Created and maintained documents in various sites such as FTP site.
  • Participated in version scoping decisions to ensure our customers received optimal quality of audio and video conferencing.
  • Partnered globally with finance, engineers, and operation directors to collect needs, establish processes and ensure their success.
  • Provided data models to management to ensure monthly savings using Tableau.
  • Performed ad-hoc analysis reports which saved the company over $300K monthly.
  • Communicated to software developers as well as sales team reports on progress, detection and escalation of risks.
  • Participated in reviews of conceptual designs and provided appropriate guidance / consulting to help ensure that they satisfy all documented requirements (i.e., business, functional and non-functional).
  • Ensured that project requirements are clearly and comprehensively documented, understood and support traceability (i.e., peer review, SMART, requirements traceability matrix, Agile inspection).

Senior Financial Analyst (Contract Position)

Baxter Healthcare, Deerfield, Illinois
10.2014 - 02.2015
  • Supported planning, forecasting, and reporting exercises in a matrix organization. This includes providing relevant updates to the various members of the stakeholder group along with ensuring compliance to all corporate policies and procedures.
  • Provided monthly consolidated results for Baxter Global Operations Supply Chain costs and inventory management using BaxIntel and PlanIT (~$900M in P&L expenses and $1B in inventory).
  • Focused on Global process standardization, automation, and improved decision support. Used SAP FICO for global financial reporting transactions for accurate financial statements.
  • Partnered globally with finance, operational, and information technology team members to drive innovation initiatives around business intelligence focused on both commercial and supply chain priorities across all countries and regions.
  • Worked with internal operations teams, regional and franchise teams, external vendors, and consultants to understand their needs and requirements and to provide decision support activities. (i.e., Total Delivered Cost Model).

Operations Manager

Claire’s Stores Inc., Hoffman Estates, Illinois
07.2009 - 09.2014
  • Managed work of several employees evaluated performance and recommended changes if required.
  • Utilized logistics information systems, PO management, and inventory control systems to generate weekly visibility reporting for all levels of management and operations.
  • Proven record of cost reduction ($2.25M 2013), process improvement, and resource optimization.
  • Composed and conducted Requests for Proposals (RFP’s) for $30M ground and air transportation services as well as warehousing and distribution both domestic and abroad.
  • Researched and reviewed information gathered from multiple sources, reconciled conflicts, developed business process understanding, and worked with the business to uncover unmet business needs.
  • Orchestrated support operations including store construction, relocation, set up and replenishment distribution for 3,000+ North American locations.
  • Provided critical training and support for company wide distribution operation.
  • Created, implemented, and maintained SOP’s, carrier service scorecards, interdepartmental reports, and provided enforcement of vendor policies and carrier claim resolution.
  • Analyze trend data and develop queries to identify opportunities to reduce shrink and improve margins.
  • Assist in the creation of monthly management reports to track high level exception information which has an overall impact on the business using PeopleSoft.
  • Prepare various financial reports and trends for senior management.
  • Prepared a cost benefit spreadsheet to reduce company spending and increase direct bottom line revenue of over $250K yearly.
  • Review costs and perform cost benefit analysis.
  • Build financial monthly sales reports to find trends and maximize profit margins.
  • Responsible for 500 stores and its shrink reduction.
  • Train new users on the respective systems (IntelliQ, SPI-10 Inventory, AS/400).
  • Review data and analyze exceptions from software system IntelliQ.
  • Create and maintain key performance indicators (KPIs).

Senior Contract/Business Analyst

CVS/Caremark, Northbrook, Illinois
10.2006 - 04.2009
  • Coordinated, collected, and analyzed financial data on various projects which included team members such as project managers, contracts and IT department.
  • Worked with project team leaders to collect earned value data.
  • Conducted financial analysis on various generic drugs to maximize profit margin.
  • Loaded financial data into SAP and internal project management tools.
  • Audited generic drug pricing weekly.
  • Created quantitative and statistical business models by using MS Excel.
  • Managed SAP (MM) training workshops for team members and management staff.
  • Developed and managed complex excel-based financial models.
  • Prepared presentations for projects to managers and senior management for their review on a bi-monthly basis.
  • Proactively informed project managers of schedule slips and/or cost overruns.
  • Provided the procurement department with alternative vendors to meet needs.
  • Analyzed credit reports for the finance department.
  • Reviewed contracts given from vendors.
  • Developed a cost analysis spreadsheet for direct supervisor.
  • Communicated with the purchasing team the various agreements of the contract such as buy in rebates and net purchasing days.

Managed Care Claims Specialist/Financial Analyst

Zurich Insurance Company, Schaumburg, Illinois
05.2000 - 09.2006
  • Review costs and perform cost benefit analysis related to projects and programs.
  • Forecast and consolidated total expenses for all departments on a monthly basis.
  • Analyzed and prepared cash flow spreadsheets.
  • Develop financial reports for forecasting, trending, and results analysis.
  • Resolved customer inquiries in relation to Fee Schedule/U&C reductions or PPO reduction.
  • Experience working with ICD-9, CPT and HCPC codes with resolving Workers Compensation claims.
  • Exchanged expertise and offered business development ideas to team members and business partners.

Education

Bachelor of Science - Finance

University of Illinois at Chicago
Chicago, IL
01.2000

Skills

  • MS Office proficiency including Visio and trained in QuickBooks
  • PBM (Pharmacy Benefits Management) Experience
  • Have vast experience in SAP (STMS), Jira/Agile/Waterfall and Azure DevOps
  • Familiar with current industry standards, such as HIPAA, SOX
  • Expert in Cognos, VLookups, SUMIFS functions and Pivot Tables
  • Proficient Knowledge of SQL and PeopleSoft
  • Efficient in SPSS, Teradata, Trackmax/Insight, SSRS, Epicor and CSB ERP System
  • Experience in LEAN/Six Sigma and JD Edwards

Certification

  • Querying Data with Transact – SQL (Microsoft Certificate)
  • Project Management Life Cycle (In Progress)
  • SAFe Agile Certification (In Progress)

Timeline

Business Systems Analyst

Equity Residential, LLC
06.2024 - Current

Senior Financial Analyst (Contract Position)

Arthur J. Gallagher & Co.
04.2023 - 09.2023

Senior Technical Business Analyst

Trionfo Solutions, LLC, Itasca, Illinois
02.2022 - 03.2023

Global Business Analyst

Dexter Magnetic Technologies, Elk Grove Village, Illinois
06.2020 - 02.2022

Sr. Business Analyst

Greco and Sons, Bartlett, Illinois
07.2019 - 03.2020

Business Analyst (Contract Position)

US Bank, Naperville, Illinois
12.2018 - 06.2019

Reporting Analyst

W.W. Grainger, Lake Forest, Illinois
10.2016 - 10.2018

Business Systems Analyst

Claire’s Stores Inc., Hoffman Estates, Illinois
10.2015 - 07.2016

Business Analyst (Contract Position)

Arkadin Collaboration Services, Inc., Schaumburg, Illinois
03.2015 - 09.2015

Senior Financial Analyst (Contract Position)

Baxter Healthcare, Deerfield, Illinois
10.2014 - 02.2015

Operations Manager

Claire’s Stores Inc., Hoffman Estates, Illinois
07.2009 - 09.2014

Senior Contract/Business Analyst

CVS/Caremark, Northbrook, Illinois
10.2006 - 04.2009

Managed Care Claims Specialist/Financial Analyst

Zurich Insurance Company, Schaumburg, Illinois
05.2000 - 09.2006

Bachelor of Science - Finance

University of Illinois at Chicago

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Devesh N. Shah