SUMMARY:

• 8 years of Industry experience as a Senior Business Analyst with solid understanding of Business Requirements Gathering, Evaluating Data Sources, Translating Requirements into Specifications, and Application Designed and Client/Server applications.
• Extensive experience in roles such as Project management and Senior Business Analyst with excellent knowledge to the full Software Development Life Cycle (SDLC) methodologies, frame works and processes. Experienced in managing requirements from project inception through release.
• Solid experience in Finance Industry, Investment, Insurance and Mortgage Services
• Expertise in using Rational tools for creating use cases, version control, and defect tracking and monitoring and used the Rational Unified Process (RUP) methodology in all areas of the software development life cycle (SDLC).
• Experienced in writing Test Plan and Test Cases and aggressively involved in Regression Testing and Performance Testing using automation tools like Win Runner, Load Runner, Test Director, Quick Test Pro, Silk Test and Oracle table manipulation using SQL
• Knowledge in the Informatica/ ETL (Extract, Transform and Load) of data into a data ware house/date mart and Business Intelligence (BI) tools like Business Objects Modules (Reporter, Supervisor, Designer, and Web Intelligence).
• Strong subject matter expertise in Fixed Income, Derivatives, Equities, Bond Pricing, Mortgage Backed Securities (MBS), Annuity.
• Ability to gather business and Technical Requirements from both formal and informal sessions utilizing a variety of software methodologies including, Use Cases and the Rational Unified Process.
• Good Knowledge of various financial products like Stocks, Bonds, Mortgage Backed Securities (MBS), Collateral Mortgage Obligation (CMO), and Fixed Income Instruments.
• Strong knowledge activities involving corporate actions data integration, Entitlement calculation, notification and reconciliations with custodian through SWIFT, management of Tax/ Market claims to be paid or redeemed.
• Experienced in conducting Requirement Analysis, Use Case Design, Designing Test Plans and developed database schemas based on the logical models.
• Experience with designing and verifying databases on Oracle and SQL Server RDBMS using Entity - Relationship Diagrams (ERD).
• Experienced in multi-tier, database-driven, client-server, Internet, Web, and wireless development. Focus on making systems better through Agile Methodologies, re-architecture, re-factoring, code cleanup, and redesign.
• Experience working as Joint Application Development (JAD) facilitator and meetings coordinator with excellent interpersonal skills.
• Expertise in broad range of technologies, including business process tools such as Microsoft Project, Primavera, MS Access, MS Visio, technical assessment tools, Data Warehousing concepts and web design and development.
• Strong Communication and Presentation Skills substantiated in past assignments with developers, project managers, subject-matter experts, stakeholders, system implementers, and application end-users.
• Creative and Enthusiastic Self-Starter with integrative thinking skills, capable of forming and maintaining positive and productive working relationships in internal, external, independent, and team environments.

TECHNICAL SKILLS:

• Rational Rose
• Rational Enterprise Suite
• MS Visio
• MS Project
• Rational Requisite Pro
• Crystal Reports
• Lotus Notes
• Test Director
• Win Runner
• Load Runner
• Quick Test Pro
• MS Office
• Quark Express
• Load Runner
• MS PowerPoint
• Erwin
• HTML
• Java
• Java Script interwoven
• E-Commerce
• IIS
• DHTML
• VB Script
• Visual InterDev
• ASP
• XML
• Cobol
• Web Application Server (3.0B)
• Internet Transaction Server
• Business Explorer
• RS-Logix (Allen Bradley)
• RS-Works (Allen Bradley)
• Intellection (ABB Systems).

PROFESSIONAL EXPERIENCE:

Confidential, Des Moines, IA

Sr. Business Analyst

Responsibilities:

• Prepared Test Plans for each release, written Test Cases and executed them as part of Functional Testing. Prepared Test Reports and Deliverables and submitted for version releases.
• Throughout the project, was involved in giving clarifications on domain and product functionality for the team.
• Gathered business requirements for Auto Finance stakeholders.
• Prepare presentation slides in MS Project, which was extensively used in different JAD sessions and to track progress.
• Developed Automation Test scripts using Perl to install the application on the Remote system.
• Created Test Cases and scenarios for Unit, Regression, Data Integration as well as Back end and System testing.
• Gathered requirements for a fully electronic auto loan contract process
• Manage the daily cash management functions for the Auto Finance business.
• Documented system changes, and worked with Change Readiness and LOBs to communicate changes to end-users. Updated process flow and state diagrams, based on changes implemented in each release.
• Worked on implementing an expedited mortgage loan pre-qualification system; that would be used by Confidential Loan group to automate an existing loan refinance process.
• Used Quality Centre for requirement management, test planning, scheduling, executing test cases, managing and tracking defects
• Gathering market data including real time and historical price data, financial data, and trading news using financial data source named Bloomberg.
• Passed testing in the Auto Finance Dept. with Confidential, which made me proficient enough to Audit my departments work
• Maintain financials and resourcing for the project including establishing a budgeting /forecasting and booking funds for the team along with variance reports.
• Analysis, design, implementation and testing of booking, servicing and rebooking flow.
• Responsible for acting as a liaison with operational and financial management, systems support and sales to identify business opportunities.
• Designed, developed and tested data mart prototype (SQL), ETL process (SSIS) and OLAP cube (SSAS) for Computer Maintenance Management System (CMMS)
• Implemented Annuity Net (Ebix application hosted on National Financial Services/ NFS platform) for annuities trade submission using Confidential brokerage accounts and suitability review, implemented
• Regular interaction with the core developers helped us in fixing the defects in less time.
• Played key role in defining test automation procedure and standards, creating Win Runner and Quick Test Professional scripts for all the modules, which reduced the regression cycle drastically and improved the testing efforts for daily builds.
• Managed and supervised collection, reviewed, evaluated, and processed Phases II-IV Clinical trial and post-market products adverse events reports
• Used SDLC (System Development Life Cycle) methodologies like the RUP and the waterfall.
• Created Use Case Diagrams, Activity Diagrams, Sequence Diagrams and ER Diagrams in MS Visio.
• Performed extensive data modeling to differentiate between the OLTP and Data Warehouse data models
• Involved in creating test plans, UML diagrams, flowcharts, and screen mock-ups and systems requirements specifications.
• Documented system changes, and worked with Change Readiness and LOBs to communicate changes to end-users.
• Authored progress and completion reports which were then submitted to project management on a weekly basis in MS project.
• Generated server side SQL scripts for data manipulation and validation and created various Snapshots and materialized views for remote instances.
• Worked on several mainframe based applications running on an AS/400 platform
• Gathered requirements through user interview sessions, teleconferences, JAD sessions and review sessions.
• Involved in understanding current state process flows, documenting new processing platform for handling Wrong Way Risk, security while booking collateral
• Created automated Load test scripts using Load Runner.
• Highly contributed to the enterprise metadata efforts by completing the data mapping repository (DMR) information.
• Worked with Siebel users and coordinate with the teams involved in testing the user interface and backend testing.
• Conducted GUI and functionality testing using QTP.
• Conducted data driven testing using QTP to conduct backend testing.
• Used Test Director and Quality Centre for updating the status of all the Test Cases & Test Scripts that are executed during testing process.
• Incorporated Rational Unified Process (RUP) to create Business Requirement Document Specifications using MS Visio and MS Word.
• Performed Load and Stress Testing using Load Runner.
• Worked with UI team to create the User Interface screenshots to be presented to the Business.
• Created UAT plans with several test cases for each project to ensure that the system runs smoothly after the proposed enhancements or changes have been made.
• Involve in preparing Trace Matrix to design test cases

Environment: Windows, Linux, Solaris IBM Web sphere, Apache Tomcat, IIS 6.0, Web Logic, Java, Rational Robot, Quick Test Pro, Mercury Quality Centre, Load Runner, RUP, Agile, Oracle, SQL Server, DB2, Toad, MS Visio, MS-Project.

Business Analyst

Responsibilities:

• Worked with SME’s in Finance, Investment, Commercial and Personal banking to collect the Business process requirements, documented them in Business Requirement Document (BRD) and performed Business Process Re-engineering.
• Analyzed clients systems and business processes.
• Worked on a web-based system that allows automotive dealers to submit credit applications
• Established a Business Analysis methodology around the Rational Unified Process.
• Researched the various steps in the lifecycle and then constructed the system in a way that the high risk customers would be easily identified and monitored.
• Review customer accounts and perform remediation actions on projects of high complexity with cross functional impacts for the Auto Finance
• Worked on initiatives related to Financial Services Component Business Modeling (CBM)
• Worked for Version document with SME. Primary Liaison between Business User and Development Team.
• Deep understanding the knowledge of Risk analysis, Securities (Stocks and corporate bonds) and their valuation, Portfolio Management (risks and returns) and analysis, Asset Allocations Bond pricing, Financial Derivatives, Cash flows, financing structure, Capital Management, Stock Valuation, Amortization,etc.
• Streamlined clerical work processes and mapped then into the new system.
• Developed project plans and managed project scope.
• Wrote Test Cases in Quality centre that would test various Test scenarios
• Used Rational Unified Process (RUP) for streamlining the team’s development activities.
• Managing personnel allocation and SDLC process for systems projects enhancements
• Worked extensively with MS Excel and MS access
• Involved in creating business processes and modeling diagrams using Rational Unified Process (RUP).
• Deep understanding of Structured System Development Methodologies
• Wrote automated Test Scripts for Regression Testing using Win runner.
• Recommended methods of growth in certain LOBs based on competitor analysis of financial strength for a client.
• Participated in UAT and worked with Mercury Quality Centre for bug and defect tracking.
• Prioritize requirements and created conceptual prototypes and mock-ups for booking, servicing and rebooking flow using Axure.
• Provided clear and concise documentation regarding requirements management plans, Functional Requirements, supplemental Requirements, Test Plans and Test Cases.
• Involved in the creating the User Interface Specification Document and User Training Manual as per project specification with the help of development team
• Involved actively in determining the quality and quantity of data to be provided for UAT.
• Assisted in building a Business Analysis Process Model using Rational Rose and Visio.
• Performed extensive Requirement analysis and developed use cases and workflows.
• Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams, and OOD
• Played a key role in the planning, User Accepted testing, and Implementation of system enhancements and conversions.
• Worked in mainframe environment and used SQL to query various reporting databases.
• Developed and implemented auditing, risk and threat analysis, and security standards and methods
• Performed task decomposition, delegated tasks and monitored project milestones using MS Project.
• Conducted user interview at both in-house and client locations.
• Involved in Inception Phase and prepared vision statement and initial data models that contain Business Requirement Documents and supporting documents that contain the essential business elements and detailed definitions.
• Provided key input in working with users in defining project and system requirements.
• Developed strategic partnerships with the business units to develop a solid knowledge base of the business line; including the business plan, products, and process and revenue streams.
• Documented and delivered Functional Specification Document to the project team.
• Conducted JAD sessions for communicating with Stakeholders and Project directors.
• Troubleshoot backup failures and use necessary SQL scripting to ensure that backup are performed.
• Developed business requirement specification documents as well as high-level project plan.
• Responsible for all risk assessment and management activities including business continuity, disaster recovery planning and physical and information security.
• Conducted benchmarking activities to identify best practices.

Environment: Mainframes, COBOL, JCL, Mercury, SAS, Unix, Quality Centre, test Director, Load Runner, Rational Robot, Db2, Oracle, RUP, Rose, AGILE, ETL, MS Project, SQL Server, Oracle, MS Word, MS Excel, MS Visio, Load Runner, Win Runner

Business Analyst

Responsibilities:

• Created detailed Use Case documents, Business Requirement Document, Functional Requirement Documents (FDS) and other business documents necessary for the development team and their better understanding of project milestones.
• Currently working with top online brokerage trading firm to implement new international trading and foreign currency exchange trading platform.
• Serve as subject matter expert on ever-changing tax filing requirements and laws to ensure processes remained in accordance with regulations
• Conducted JAD sessions with stakeholders, management and LPS technical team to determine the scope, processes and requirements of the project
• Deep understanding of various investment alternatives for portfolio such as equities, treasury and corporate bonds, debentures, derivatives (futures, forwards and options), commodities, private equity, real estate, hedge funds and venture capital.
• Performed numerous Ad-hoc requests, financial reports involving SQL scripts, UNIX, and Teradata.
• Prepared an ROI analysis report plan for evaluating the commercial off the shelf (COTS) and supported the change management of COTS application platforms.
• Worked closely with outside developer to build custom RFP tracking tool using agile methodology.
• Rewrote and maintained the programs that calculated the tax liability for mutual funds transactions using an average cost basis.
• Created Data Stage jobs to extract, transform and load data into data warehouses from various sources like relational databases, application systems, temp tables, flat files etc.
• Re-wrote the IBM Assembler version of the Average Cost Tax system as a set of COBOL programs. These programs calculate the tax owed on mutual funds transactions using an average cost basis.
• Involved in Business process Re-engineering in the prime brokerage division
• Extensive experience in Investment Advisory, Wealth Management Services and Product Management.
• Managed reporting requirements for brokerage dept. including swaps/cods/repo/futures and portfolio accounting reports
• Strong subject matter expertise in Investment, financial statements, cash flow, financing structures, Capital Management, Asset Data, Fixed Income, Portfolio Analysis, Stock Valuation, Capital Structures and Budgeting, Value Based management.
• Involved in Business process Re-engineering in the prime brokerage division
• Helped with data modeling and defining the conceptual and logical model of the data warehouse.
• Designed the Data Warehousing ETL procedures for extracting the data from all source systems to the target system.
• Assisted Project manager in establishing project methodology, estimating resource needs, handling conflicts with finances and deadlines and presenting propositions to project sponsors.
• Involved in creation and execution of manual test cases in Mercury Test Director and automated Test Cases in QTP and analyzed the Test Results.
• Developed automated Test Scripts in Win Runner using Test Script Language (TSL) for Functional Testing, Regression Testing, Data Driven Testing, Usability Testing, and Verifying Specific content through using Checkpoints
• Preparing for conducted User Acceptance Testing (UAT) before Empower.net can be released.

Environment:: MS Office Suite, MS Visio, TOAD, Oracle, SQL, HTML, XML, Agile, Mercury Quality Center, RUP, UML.

Business Analyst

Responsibilities:

• Experience in handling very complex Business Requirements and translate them into functional requirements according to the good requirements standard that BSM Architecture team has embraced.
• Serve as a liaison to the business community. Participate in a user and task analysis to maintain the business community's perspective.
• Experience in understanding specific business needs and overall business strategy of the business customer.
• Analyze the impacts of any new releases going into effect to minimize effects on corresponding systems.
• Developed clear and detailed process maps, business and functional requirements in the form of user stories for the mobile application development team based on the agile methodology approach.
• Worked with Tax Compliance and Business Solutions Support to determine what updates needed to occur to product lines to ensure compliance with Federal, State and Local payroll tax agencies
• Conducted requirement sessions with capital market groups like(Equity, Fixed income and derivatives), portfolio managers, compliance and operational risk teams to gather requirements and articulated the same knowledge to IT team
• Developed UML diagrams, workflows and roadmaps of the current processes utilizing Microsoft Office Visio.
• Work with the Business/Functional Architect and other planners to assess current capabilities and identify high-level requirements.
• Conducted requirements elicitation, functional analysis, and design activities related to legal, financial, payroll and employer tax business systems
• Worked with source systems to prepare Joint Interface Agreement (JIA) documents across multiple applications.
• Created/Reviewed data flow diagram to illustrate where data originates and how data flows within the Enterprise Data warehouse (EDW).
• Created Use Case Models, Analysis Models, Design Models, Use Case Diagrams, Behavior Diagrams and Class Diagrams based on UML methodology using MS Visio.
• Participate in transitioning and to ensure a clear and complete understanding of requirements to the development team.
• Provided AGILE project management controls, project plans, timeline schedules, facilitate JAD sessions, and review software defects
• Hands on experience with JIRA Agile and Confluence management and collaboration tools.
• Assist in translating requirements and use cases into test conditions and expected results for product, performance, and user acceptance testing.
• Work with the leadership, architects, and other team members to define metrics and performance goals.
• Review project deliverables for completeness and quality and compliance with established standards.
• Responsible for collaborating with Team Leads to coordinate project schedules, budgets, request management, and work authorization.

Environment: MS Office, MS Visio, Erwin, Oracle, Sybase, Informatica, Micro strategy, SQL, Rapid SQL.

Confidential, Ionia, MI

Business Analyst

Responsibilities:

• Worked with cross functional teams in order to establish comprehensive business and functional requirements and translated those requirements into functional specifications
• Served as a liaison between the business team and the technical team by identifying, understanding, and documenting their needs.
• Involved in interactions with Subject Matter Expert, Project Manager, Developers, and the end-users in more than one JAD sessions. MS Project proved useful in coordinating activities with project manager and various other teams.
• Got in depth understanding of the processes of the mortgage industry related to plans, rates, fees and underwriting systems.
• The system fully supported fixed rate, ARM, GPM, GEM, interest only, deferred payment, home equity, reverse mortgage, second mortgage loan programs, etc.
• Analyzed the various kinds of risks that had to be accounted such as the Asset Class Risk for e.g. Credit Card Risk, Personal Loan Risk, Mortgage Loan risk, etc.
• Initiated outside sales calls to increase business account members and deposits. Underwrote business loans and provided eligibility recommendations.
• Deep understanding the knowledge of Risk analysis, Securities (Stocks and corporate bonds) and their valuation, Portfolio Management (risks and returns) and analysis, Asset Allocations Bond pricing, Financial Derivatives, Cash flows, financing structure, Capital Management, Stock Valuation, Amortization, etc.
• Opened and closed the store, which included counting cash drawers and making bank deposits.
• Understanding & documenting of Back office derivatives accounting process including calculating period to date accruals, amortization, clearance, settlement transactions, backward and forward posting, days basis, roll forward, holiday & month end processing; intra-day, EOD and month end
• Created use cases and activity flow diagrams in Rational Rose for the end to end derivatives process flow from spreadsheet modeling in front office to middle office to back office derivatives accounting, valuation, pricing and analytics
• Created cash flow models for Mortgage Backed Securities, Whole Loans, Structured Securities using Bloomberg, Index and ADCO data
• Actively worked with the OTC Derivatives Broker-Dealer groups to gather requirements of buy/sell price, Min/Max securities to buy or sell at announced price, Time periods of buy/sell
• Wrote requirements to generate alerts for risk management and compliance teams whenever Basel accord violation occur due to the Investment practices.
• Established integration interface with the brokerage system to get real time data feed.
• Actively participated in designing the features of TEMS client alert window and UI mock-up, types of alerts like critical, non-critical, dup-contra, oversell and negative cash
• Tested Trade Cycle (Front end) for Equities, Fixed Income, Bonds, Treasuries and Credit Derivatives to verify the alerts at different stages of a trade.
• Conducted JAD sessions with the IT and QA team for a seamless design, development and production of the application
• Prepared detailed business requirements document as per business users requirements and created test cases based on the BRD

Environment: Jira, SQL Server, HP Quality Center, UML, Informatica, Cognos, MS Office Suite (Word, Excel, Power Point, Access, Visio), SharePoint