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Karina HerreraKH
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Karina Herrera

@karinaherrera

Senior Business Analyst and UAT Analyst specializing in requirements, traceability, and release-ready execution for regulated financial platforms.

United States
Message

What I'm looking for

I am looking for a role where I can use my experience to solve meaningful business problems, improve processes, and help business and technology teams work more effectively together. I value a collaborative and respectful environment where people communicate openly, take ownership, and support one another in delivering strong results.

I’m a Senior Business Analyst and UAT Analyst with 20+ years of experience in financial services and enterprise technology environments. I translate business needs into testable user stories, functional requirements, and acceptance criteria that align development, QA, and stakeholder expectations.

Across Agile/Scrum and Waterfall delivery, I drive requirements elicitation, gap analysis, and requirements traceability (RTM) to ensure coverage from planning through UAT and release readiness. I manage defect lifecycle and support release/go-no-go readiness with disciplined documentation and stakeholder coordination.

I bring a track record of impact—from spearheading global rollout of Direct Market Access (DMA) & Smart Order Routing platforms and improving client engagement for 529 Plan communications, to integrating monitoring/alert services and championing workflow automation that reduced manual errors and compliance risk. I also apply the same rigor to pro bono program documentation and process improvement work.

Experience

Work history, roles, and key accomplishments

WT
Current

Legal Documentation Analyst

Worcester Anti-Foreclosure Team

Jan 2021 - Present (5 years 5 months)

Drafted legal motions, briefs, and structured case documentation for pro se litigants in Massachusetts housing courts. Applied gap analysis and maintained requirements traceability across concurrent cases while translating complex legal/procedural content between English and Spanish.

EC

Co-Founder, Program Operations

Escala Consulting

May 2018 - May 2020 (2 years)

Collected client requirements and translated business needs into repeatable service delivery frameworks and workflow documentation. Improved offering consistency and operational reliability through process improvement and direct stakeholder collaboration.

State Street Global Markets Technology logoST

Assistant VP Project Manager BA

May 2010 - Jul 2014 (4 years 2 months)

Led requirements elicitation, gap analysis, and documentation for enterprise trading and risk management technology in high-availability financial services environments. Directed global rollout of Direct Market Access (DMA) and Smart Order Routing across North America, Europe, and Asia, supporting UAT and go/no-go readiness for platforms processing millions of transactions daily.

State Street Global Markets Technology logoST

Assistant VP QA Lead Analyst

Apr 2007 - May 2010 (3 years 1 month)

Developed enterprise UAT and QA strategies, including test plans, reusable test case frameworks, and regression coverage aligned to business rules and acceptance criteria. Managed the full defect lifecycle using ClearQuest and HP ALM/Quality Center, and performed SQL-based data validation and root cause analysis to support production defect resolution.

Fidelity Investments logoFI

Quality Assurance Consultant

May 2006 - Mar 2007 (10 months)

Provided QA analysis, test planning, and test execution support for enterprise financial systems. Coordinated UAT activities and supported defect management to ensure testing alignment with functional expectations.

MD

International Product Consultant

Micros Systems - Datavantage

May 2005 - May 2006 (1 year)

Managed international deployment and implementation of transaction analysis solutions and delivered multilingual training to support user adoption. Provided transaction analysis solution implementation support across Europe and South America.

Education

Degrees, certifications, and relevant coursework

University of Wisconsin–Madison logoUW

University of Wisconsin–Madison

Bachelor of Arts, French Literature

Earned a B.A. in French Literature from the University of Wisconsin–Madison.

University of Wisconsin–Madison logoUW

University of Wisconsin–Madison

Bachelor of Arts, Communications

Earned a B.A. in Communications from the University of Wisconsin–Madison.

Worcester Polytechnic Institute logoWI

Worcester Polytechnic Institute

Bachelor of Science, Management Information Systems

Earned a B.S. in Management Information Systems from Worcester Polytechnic Institute.

Tech stack

Software and tools used professionally

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