Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

GENESIS MORATA

Lead Business Analyst / Scrum Master / Product Owner
Quezon City

Summary

Lead Business Analyst | Certified Product Owner & Scrum Master | 15+ Years Driving Transformational Solutions

Specializing in IT, Financial Services (Banking, Insurance), Educational Tech, and Real Estate, I leverage Agile methodologies to deliver innovative, data-driven strategies that optimize processes, enhance product quality, and elevate customer satisfaction. Proven success in leading cross-functional teams and solving complex business challenges across healthcare, finance, and technology.

Overview

16
16
years of professional experience
2
2
Certifications
1
1
Language

Work History

Senior Business Analyst / Product Owner

Yondu
06.2022 - Current
  • Spearheaded the end-to-end development of a web application for health insurance in a collaborative project between RCBC Bankard and Sunlife Insurance, targeting pre-selected Bankard customers
  • Led the UI/UX design of the web application to ensure a user-centric and intuitive experience
  • Managed the creation, update, and migration of APIs to ensure seamless integration of new features, optimizing user experience and system performance
  • Successfully translated high-level customer requirements into detailed functional specifications for development and project teams
  • Oversees multiple Scrum teams, ensuring adherence to Agile principles and frameworks

Business Analyst

ANZ
09.2021 - 06.2022
  • Responsible working with the Product Owner and Stream Leads to support the delivery of key activity for the PeopleHub program within Talent & Culture
  • Support the development of end-to-end process documentation, providing support to writing critical project requirements and content for the PeopleHub program, and analytic support for the content stream including the review and amendment of learning content
  • Translated business needs into technical requirements for IT development

Knowledge Management Business Analyst

ANZ
11.2017 - 09.2021
  • Responsible for designing and authoring frontline reference material, authoring and publishing staff communications and managing feedback via the KnowHow knowledge management system
  • Conducted interviews to gather customer requirements via surveys, questionnaires and workshops

Fraud Prevention Specialist

ANZ
04.2013 - 11.2017
  • Spearheaded exhaustive investigations into suspicious transactions, regulatory issues and system-wide institutional problems

Fraud and Risk Analyst

HSBC
12.2008 - 04.2013
  • Optimized fraud identification through better models and updated trend analyses

Education

Bachelor of Science - Chemical Engineering

University of Mindanao

Skills

  • Agile methodologies
  • Waterfall Methodology
  • Requirements Elicitation
  • Project Implementation

Product Backlog Management

  • Stakeholder management
  • Software development lifecycle (SDLC)
  • Product management

Certification

Professional Scrum Master I

Timeline

Senior Business Analyst / Product Owner

Yondu
06.2022 - Current

Business Analyst

ANZ
09.2021 - 06.2022

Knowledge Management Business Analyst

ANZ
11.2017 - 09.2021

Fraud Prevention Specialist

ANZ
04.2013 - 11.2017

Fraud and Risk Analyst

HSBC
12.2008 - 04.2013

Bachelor of Science - Chemical Engineering

University of Mindanao
GENESIS MORATALead Business Analyst / Scrum Master / Product Owner