Jaffer Rizvi
Business Analyst | Business Process Improvement
- Role
- Business Analyst at Marcum Llp
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jaffer Rizvi
With a Master of Science in Accounting from the University of Houston, I\'ve carved out my…
Experience
Business Analyst
Feb 2022 — Present · Houston, TX, US
Led the implementation of an automated batch extension process using Robotic Process Automation, successfully processing over batch extensions in 2024. This optimized workflow significantly reduced processing time per tax filing, resulting in a cost savings of Facilitated the implementation of an enterprise-wide document and workflow management solution (Marcum Connect) for all 27 Tax Advisory groups at Marcum.• Supported the rollout of Marcum Connect, overseeing adoption strategies, training sessions, and the creation of user guides to support the transition to new systems.• Developed comprehensive documentation of business requirements, facilitated workshops, and gathered feedback from key stakeholders to ensure solutions met departmental needs.• Collaborated with Business Lines to customize Intapp Flow Forms, tailoring each to meet specific needs and improve user experience.• Collaborated with a Power BI developer to design and develop multiple reports, utilizing data visualization to capture key performance metrics such as workflow adoption levels, status updates, due dates, and task assignments.• Led the initiative to automate the creation and distribution of tax organizers to clients, utilizing prepopulated data from prior year tax returns to enhance accuracy and efficiency in document collection.• Managed the transition of all 1040 individual tax return clients to the TaxCaddy platform, replacing the CCH Axcess Custom Organizer and ensuring a smooth migration with minimal disruption.• Guided team members in prioritizing tasks and adhering to Scrum principles, ensuring alignment with theory, practice, and guidelines.• Led iteration planning, driving iteration goals and content through prioritized user stories and managing product/domain knowledge to guide enhancements, maintenance, and efficiency improvements.
Education
University of Houston
Bachelor of Business Administration
University of Houston
Masters of Science
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