Kseniya Kupri: Business Analyst in Irvine, CA

Worker’s Compensation Insurance Company • Built a custom reservation processing system used by underwriters to reserve their leads, track existing policyholders, manage contacts and activities. • Developed business planning reports using Microsoft Dynamics CRM and Microsoft Excel to provide insight on operating results and financial forecasts. • Logged and tracked issues to resolution during User Acceptance Testing (UAT) phase and maintained administrative support up to project deployment. International Financial Services Company • Partnered with Accenture to evaluate the migration of an enterprise loan origination system from Salesforce.com to Microsoft CRM Online. • Communicated and coordinated requirements analysis remotely with stakeholders located globally in the United States and Mexico. • Led initiative to document and redesign an existing set of 200+ workflows to reduce the number of processes in half. Demand Response and Energy Management Services Company • Initiated user setup, creating user accounts and configuring appropriate security permissions based on user roles. • Led client meetings and communications with an offshore team in the Philippines to review client requirements, delegate tasks, and track planned vs. actual task performance. • Provided client training through presentations, demonstrations, discussions. Reinforced these skills using ongoing coaching and feedback. Healthcare Services Provider • Laid the groundwork for a new platform used by this leading Fortune 25 healthcare services provider supporting appropriate access to therapy, minimizing barriers to access, and optimizing care for hundreds of thousands of patients. • Gathered requirements by coordinating with nurses, call center representatives, and patient support service teams. • Designed requirements documentation using Team Foundation Server (TFS) and Microsoft Excel to aid with management and traceability.

• Conducted tests for risk, analyzed profit and loss, and validated data on contract agreements utilizing 10+ in-house financial software applications. • Analyzed the pricing and structure of futures, options, swaps, and customized equity derivatives using Bloomberg terminal data and Microsoft Excel, setting up Pivot Tables, macros, and lookup functions. • Constructed daily revenue reports of the trading desk’s open market positions, costs, and profits using Microsoft Excel. • Ensured procedural and regulatory compliance in daily trading operations.

• Compared and analyzed loan default rates by students’ chosen area of study. • Examined the correlation between university endowments and student defaults. • Investigated a social financing approach to traditional loan options.