Avi Sarid
Technology Modernization Associate at Grant Thornton Advisors LLC
- Role
- Technology Modernization Associate, Grant Thornton Advisors Llc at Grant Thornton (US)
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Avi Sarid
As a Senior Associate in Tech Modernization at Grant Thornton, I am putting my technical…
Experience
Technology Modernization Associate, Grant Thornton Advisors Llc
Sep 2023 — Present · Boston, MA, US
Full-time role as an associate at Grant Thornton Advisors LLC, in the Technology Enablement practice. Project experience includes: • Supporting a current state assessment of lead-to-cash systems and processes for an alternative education company. Designed 30+ process maps to define current and future state processes. Generated 500+ observations, impacts, and recommendations. Generated 500+ business requirements. • Analyzed state and country-wide insurance rating plans for multiple lines of business. Created insurance rating models in Microsoft Excel spanning multiple states for various lines of business for a large insurance company. Performed automated testing for each model using Microsoft Excel/VBA and Python. Produced requirements documentation, user guides, and testing results for each model. • Supporting a software selection engagement for a large bank. Gathering requirements, through converting RFP selection criteria to implementation requirements, building user stories, and translating client subcommittee needs into business requirements. Summarizing software vendor finalists, including analysis of software pricing, functionality, and fit with business criteria. • Supported a Salesforce implementation to support the lead-to-cash and delivery processes for a language education company. Led the cleanup and creation of user stories in Jira, along with help in backlog grooming, sprint planning, and epic organization. Collaborated with the client’s Salesforce vendor to translate requirements into system functionality. Ran multiple sprint planning meetings and requirement clarification sessions with the vendor. Helped design key financial processes in the system, including revenue recognition, refunds, and forfeitures. Tracked development progress and communicated deviations to the team. Learned fundamentals of Salesforce Configure Price Quote (CPQ), Education Cloud, and Billing Growth.
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