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Sonal SatheSS
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Sonal Sathe

@sonalmuliksathe

Business Analyst at Credit Suisse (UBS), documenting requirements and coordinating UAT for investment banking systems.

Australia
Message

At Credit Suisse (UBS), I led business analysis activities for investment banking systems, working between business stakeholders and IT delivery teams. I developed requirements, process documentation, and functional specifications for technical and non-technical audiences.

I facilitated workshops and consultations to elicit and prioritise requirements, and conducted impact and options analysis for change requests. I also coordinated stakeholder sign-off to keep solutions aligned with business priorities.

I managed UAT cycles and business readiness activities, tracking and triaging defects ahead of deployment. I worked with project managers, technical teams, and business representatives to investigate and resolve production issues.

Earlier, I supported credit risk model implementation and release management at Credit Suisse (UBS), and contributed to process improvement and requirements translation at Northbridge Financial Corporation. My background also includes market risk analysis, and I hold a Certified Scrum Product Owner credential.

Experience

Work history, roles, and key accomplishments

CU

Senior Business Analyst

Credit Suisse (UBS)

Apr 2022 - Feb 2024 (1 year 10 months)

Led business analysis activities across the full project lifecycle for investment banking systems, acting as the primary liaison between business stakeholders and IT delivery teams. Facilitated requirement-gathering workshops, conducted impact analysis, managed UAT cycles, and developed business requirements and functional specifications.

NC

Underwriting Assistant

Northbridge Financial Corporation

Mar 2019 - Aug 2019 (5 months)

Supported business process improvement and requirements translation in a financial services technology environment. Analysed current processes, developed BRDs and FRDs, and facilitated requirement-gathering across stakeholder groups.

CU

Market Risk Analyst

Credit Suisse (UBS)

Oct 2014 - Jan 2016 (1 year 3 months)

Analytical role focused on data integrity, risk reporting and translating findings into evidence-based recommendations. Monitored daily risk exposure, contributed to BRD/FRD development, and collaborated with QA teams during testing.

Education

Degrees, certifications, and relevant coursework

Scrum Alliance logoSA

Scrum Alliance

Certified Scrum Product Owner (CSPO), Scrum

Certified Scrum Product Owner (CSPO) certification obtained in 2024.

AA

AAFM

Chartered Wealth Management (CWM) Certificate, Wealth Management

Chartered Wealth Management (CWM) certificate obtained in 2014.

IF

IFBI

Post Graduate Diploma in Branch Banking, Branch Banking

Post Graduate Diploma in Branch Banking obtained in 2012.

SU

Sinhgad Institute of Finance, Pune University

MBA, Finance

MBA in Finance obtained in 2010.

FU

Fergusson College, Pune University

B.Sc., Physics

B.Sc. in Physics obtained in 2008.

Tech stack

Software and tools used professionally

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