SUMMARY:

• Over 9+ years of experience as a Business Analyst with in - depth knowledge of business processes in Risk Management, Retail Banking, Asset Management, Investment Banking, and Financial Services.
• Highly experienced in finance domain with exposure to Investment Banking and Global Capital Markets (Financial Securities like Stocks, Mutual Funds, Fixed Income, and Derivatives).
• Strong Analysis knowledge of financial statements, Financing Structures, Cash Flow Forecasting, Capital Budgeting, Asset Allocation, Fixed Income Products, Derivatives, Portfolio Management.
• Strong Subject Matter expertise in Investment Banking, Commercial Banking, Retail Banking and Financial Reporting and in Credit Risk systems
• Excellent skills project requirements, in Requirement gathering & documentation and Requirements analysis& Data Modelling, by handling various activities of the project like information gathering.
• In depth knowledge of Software Development Life Cycle (SDLC) with thorough understanding of various phases like Inception, Analysis, Design, Build, Testing and Deployment.
• Experienced Joint Application Design (JAD) facilitator and meeting coordinator/ excellent interpersonal and conflict resolution skills.
• Proficient in Software Development Life Cycle process (SDLC), like Waterfall, and Agile/Scrum.
• In depth understanding of financial risks such as Credit risk, Inflation risk, Market risk, Interest Rate risk, Volatility risk, Systematic risk.
• Risk Analytics (Credit Risk, Market Risk), Counterparty Risk, Liquidity Risk.
• Strong domain experience and knowledge with Microsoft Word, Project, Excel, PowerPoint, Visio.
• Responsible for reconciliation of data with Financial Data Warehouse.
• Provided expertise on usability and organization of user interface elements for web-based / SaaS applications.
• Extensive experience in modeling the AS-IS and TO-BE business process solutions.
• Responsible for data validation testing using SQL and executing testing on data Warehousing projects.
• Experienced in facilitating and defining the entire Testing life cycle and experienced in preparing documenting the User Acceptance Test (UAT) plan.
• Experienced with interfacing stakeholders and senior management with excellent communication and interpersonal skills.

TECHNICAL SKILLS:

Development Methodologies: RUP, AGILE, Waterfall, ESDM, STV

Databases: MS-Access, MySQL, SQL Server, Oracle, Teradata, DB2, Sybase

Internet: HTML, XML, VBScript, ASP, JavaScript, JSP, J2EE.

Automation Toolls: MS Visio, Rational Rose, Rational ClearCase, Rational RequisitePro

Bug Tracking Tools: Mercury TestDirector, Rational ClearQuest

Utility Tools: MS Office Suite, MS Project, TOAD, Adobe Photoshop

Reporting Tools: Crystal Reports, SQL Server Reports (SSRS)

PROFESSIONAL EXPERIENCE:

Confidential, Akron, OH

Sr.Business Systems Analyst

Responsibilities:

• Actively involved in validating the requirements and applying the RUP framework throughout the SDLC.
• Involved in designing and developing Data Models and Data Marts that support the Business Intelligence Data Warehouse.
• Worked closely with the Enterprise Data Warehouse team and Business Intelligence Architecture team to understand repository objects that support the business requirement and process
• A strong emphasis on maximizing the return on investment (ROI) as well as maintaining and improving several key marketing metrics such as Volume/Cost and Cost per booked loan.
• Presented overview of entire Credit Derivatives trading system to senior leadership teams of various asset classes.
• Tracked all referral business from the Retail Bank to all other lines of business for incentive purposes.
• Monitoring the project progress and performance of the team using Agile methodology.
• Drive business proposal for corporate wide enterprise tool, utilizing cost benefit/analysis to guarantee return on investment (ROI).
• Prepare Test Plans, Test Scripts, Test Cases and manage testing thru Quality Center.
• Gathered requirements for Equities, Asset Management, Risk Management and Fixed Income
• Involved in creating automated Test Scripts representing various Transactions, Documenting the Load Testing Process and Methodology. Created meaningful reports for analysis and integrated the Performance Testing in the SDLC.
• Worked with credit analysis team to identify and document delinquent customer reporting requirements
• Worked in agile development methodology, carrying on functionality and usability testing, preparing and evaluating user manuals.
• Analyzed and organized data from systems such as Business Analysis through Excel, Word and Powerpoint.
• Performed detailed financial analysis including advanced financial modeling, profitability analysis, return on investment(ROI)/discounted cash flow analysis, monitoring business issues and impact to bottom line.
• Coordinated the collection of metrics across multiple sources including SQL databases, manual daily reports, and email driven activities. Wrote SQL and PL/SQL queries to analyze data.
• Rational ClearCase was used to manage all the changes and change requests in the projects. Worked with QA team with the aid of ClearQuest for the bug tracking.
• Used SQL queries to test the integrity of data by querying the database
• Creating and executing test Plans, Test cases, Test cycles with in JIRA.
• Provide analytical support for critical corporate initiatives including business function support for system migrations and consolidations, significant business area process improvement projects and complex product installations.
• Design migration tools to speed up the systems migration process and prevent manual operation issues.
• Created packages using Integration Services (SSIS) for data extraction from Flat Files, Excel
• Handling the projects using Agile Methodology working as a Scrum Master
• Update regarding liquidity and interest rate risk disclosure, familiar with financial regulations and implications.
• Organized and performed both, the Systems Testing and the UAT.

Environment: Windows 2000 Prof/XP, Oracle 8i, MS Access2000, Rational Rose, Requisite Pro, Jira, Agile, Clear Quest, RUP, MS Visio 2002, SQl, SaaS, UAT, UML, Ms Visio,

Business Analyst

Responsibilities:

• Acted as a liaison between Trust Operations and technical teams to identify, analyze and translate needs into specifications
• Assisted with projects by being involved with project scope, planning, requirements and issue resolution phases, testing, training, and implementation.
• Conducted Joint Application Development (JAD) sessions with stakeholders throughout SDLC to resolve open issues .
• The business architecture was based on Rational Unified Process (RUP) as an iterative process of analysis.
• Been part of group calculating credit risk and market risk using risk data and also assisted in enhancing credit card processing system.
• Create custom and ad-hoc for wide distribution and use in retail bank decision making.
• Involved in gathering requirements for online banking and client management applications that provide client account information.
• Documented competitive pricing and presented potential impact to our sales to vizio weekly.
• Run daily derivatives pricing processes and reports for internal pricing systems and reflect market and regulatory changes impacting in daily pricing processes.
• Successfully implemented lightweight flavors of SDLC methodologies i.e. Agile and Semi-Agile.
• Worked with the Data Warehouse development team to identify business objects and their attributes and relationships.
• Implemented the SDLC for the developing life cycle and followed the standards process in the application.
• Provided credit analysis to production users to understand the decision from the Credit system.
• Helped clients to improve their marketing efforts, decision making, driving business strategies and maximizing ROI.
• Working on the projects using Agile Methodology as a Scrum Master.
• Working knowledge of Equity securities, Fixed Income Derivatives and trading life cycle of financial instruments.
• Prepare Test Plans, Test Scripts, Test Cases and manage testing thru Quality Center.
• Identified and communicated risks and issues to management during project execution resulting in minimal project delay.
• Created exceptions report which were then submitted to project lead and stakeholders on a regular basis.
• Updated and modified progress and resources allocation in MS project for the team.
• Analyzed and organized data from systems such as Business Analysis through Excel, Word and Powerpoint.
• Being hands on role played a very critical part in bringing right business partners to agree on critical business processes by providing deep insight into Order 2 Cash processes.
• Build reports from design; code in SQL/T-SQL.
• Analyze business requirements and segregated them into Use Cases and activity diagrams using Microsoft Visio and Requisite Pro according to UML methodology thus defining the Data Process Models.
• Designing the workflow according to the business requirement using Appian process modeler.
• Analysed User Requirement Document, Business Requirement Document (BRD), Technical Requirement Specification and Functional Requirement Specification (FRS).
• Performed manual front-end testing to check all functionalities of different modules.
• Modeled AS-IS and TO-BE processes using MS Visio
• Involved in Design and development of Workflows rules, triggers, validation rules and other customizations with Salesforce
• Led User Acceptance Testing on program and system modules referring to the traceability matrix drafted earlier in the analysis phase of the project.

Environment: MS office 2003, Enterprise Architect, Crystal reports MS Project, SQL, SaaS, Agile, Rational Test Manager, Data Stage, Oracle .

Business Analyst

Responsibilities:

• Conducted functional reviews with stakeholders from Wealth Management Group to display current and create future state process maps; documented business requirements to improve the existing risk control measures on Cash Equities & Corporate actions across all Fixed Income products lines.
• Worked on documentation via Misys Summit FT for cross-asset coverage supporting system rationalization, cost reduction and improved risk control for OTC derivatives, fixed income securities, FX, equity.
• Closely work with the IT team in an agile development/production/testing environment.
• Asset Management System, providing right and validate data for financial system.
• Work with Information Technology Department to define and build required data elements for data warehouse.
• Prepare Test Plans, Test Scripts, Test Cases and manage testing thru Quality Center.
• Used the Rational Unified Process (RUP) to develop the different phases of Software Development Life Cycle (SDLC).
• Analyzed and organized data from systems such as Business Analysis through Excel, Word and Powerpoint.
• In depth knowledge of SDLC methodologies like Waterfall and Agile (Scrum), RUP.
• Evaluated the organization's workflows and business processes followed by a (ROI) Return On Investment analys.
• Perform data analysis and profiling across multiple LOB's (Retail Bank, Card, Auto Loan, etc.) for data stored in Teradata.
• Documented specific requirements with Geneva users for multicurrency platform with full support for all global instruments and transaction types, including complex derivatives such as swaps and fixed income.
• Worked on consolidating financial reporting with company SQL data to improve data reporting .
• Involved in various SDLC phases like design, analysis, testing, UAT, and maintenance.
• Gathered requirements for restructuring and developing new procedures for the Securities Lending department to increase interest income, while also saving on financing costs.
• Created special reports for cash flow analysis, credit analysis, financial analysis .
• Performed GAP analysis to enhance the monitoring and reporting of control processes in Capital Markets dealings from front office (sales and trading) to middle office (product control,) to back office/operations, (regulatory reporting and compliance) as well as trade processing, including clearance and DTCC settlement.
• Worked with different data sets (Market risk, yield curve analysis, Value at risk) to gather and aligning documents.

Environment: MS Visio, Agile - SCRUM, SQL, Livelink, Tridion,, Business Objects, Misys Summit, Mercury.

Business Analyst

Responsibilities:

• Handled the responsibilities of assisting CRM business analyst for developing and implementing business management strategies.
• Identified stakeholder's for the use of the Competitive Intelligence System. Gathered requirements for the inputs in the Competitive Intelligence System from the stakeholder's including methods like personal interviews, questionnaires, surveys, JAD sessions and joint team meetings.
• Enforced Remedy applications and workflow enhancement. Established customized Remedy forms.
• Set up Remedy ARS system. Outlined new AR client and web applications.
• Trouble shooted testing defects including inconsistent metric definitions between excel data sources, and Data warehouse reports .
• Used the Waterfall and Agile Methodology as part of the various phases of the SDLC.
• Identify and conduct GAP Analysis on the system, applications and on the processes.
• Performed thorough credit analysis, examined financial histories and reviewed account status as a condition to qualifying and structuring new loans.
• Prepare Test Plans, Test Scripts, Test Cases and manage testing thru Quality Center.
• Created and managed project templates, Use Case project templates, requirement types and traceability relationships in Requisite Pro.
• Thorough knowledge of industry standard SDLC practices like Waterfall & Agile.
• In depth involvement with the design for the strategic template for the CI system in features like Mutual Funds, Investment Portfolios including Equities and Fixed Income(Options, Futures, Bonds) Fees Distribution, Educational Services. SWOT Analysis, Product Features and strategic decisions.
• Followed Iterative approach for the enhancement effort and divided the requirements in two phases for phased development (as suggested in the RUP).
• Implementation of database design description to define database objects used in tax applications, intended for quality assurance, system owners and users whom would participate in the validation sources of taxes.
• Evaluated Competitors offerings and products including fixed income and derivatives.
• Worked with different environments like UAT, INT, DEV and PROD, support for different applications in Capital Market Services Domain.

Environment: Windows 2000 Prof/XP, Oracle 8i, MS Access2000, Rational Rose, Requisite Pro, Clear Quest, RUP, UML, MS Visio 2002, SQl, Ms Visio,

Business Analyst

Responsibilities:

• Responsible for gathering requirements from users in operations group and performing data mapping for the application, confirm and vacillating the requirement at time of BA testing.
• Created functional requirement documents for the impacting projects
• Responsible for acting as a liaison with operational and financial management, systems support and sales to identify business opportunities.
• Gathered requirements and modeled the data warehouse and the underlying transactional database.
• Establish documentation for Agile methodology for implementation with a very water-fall-centric development team.
• Prepare Test Plans, Test Scripts, Test Cases and manage testing thru Quality Center.
• Designed and implemented basic SQL queries for testing and report/data validation.
• Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams, OOD using UML
• Developed timelines for project delivery, and managed projects/resources
• Involved in business analysis and project management, coordinating between the team members, addressing budget issues and creating test plans according to the business requirements.
• Responsibility included modifications to a customer’s mainframe system to support new product features or regulatory requirements and, in some cases, involved a system upgrade
• Participated in data mapping discussions related to database system upgraded and integration.
• Used MS Project to manage schedules, deadlines and resources and collaborate on the project.
• Interacting with the developers on resolving the reported bugs and various technical issues.
• Assisted the QA team in designing the Test Plan and Test Cases for User Acceptance testing.

Environment: Microsoft Office Suite, Microsoft Visio, Unix, Documentum,,, SQL, SQL Server, Sybase, Agile, Oracle, Java, Test Director, Load Runner