SUMMARY:

• Several years of industry experience in IT Project Management & Business Analysis specializing in resource management, end to end project implementation, and business data analysis
• MBA from Univ. of Connecticut (2009) & BS in Comp Science (2003)
• At Present, working for Confidential as PM/BA managing high impact projects with aggressive deadline
• In the past, worked for Confidential, Confidential, GE Capital and iGATE in the similar capacity

TECHNICAL SKILLS:

Financial Product: Fixed Income: Treasury, Agencies, Mortgaged Backed Securities (CMOs, Pass - Through Securities, Dollar rolls, Pools), Interest Rate Derivatives (Caps, Floors, CDS, TRS), Options, Futures, Corporate Bonds (High grade, High yield, Emerging markets), Money market and REPOs mark to market valuation, Basel I II III

Financial Services: Investment banking (sell side), Front office trading (Electronic & Phone), Middle office, Straight-Through Processing, Risk management, CVA, VaR, P&L, Sales and trading trade capture

Business/Data Analysis: Business & Functional requirement documentation, Data flow diagram, designing integration feeds, UI, Use Cases

IT Project Management: Project Planning & Charter, Task Planner/tracker, Effort Estimation/Budgeting/Resource Allocation, SDLC Methodology - Agile & Waterfall, Sprint planning & Scrum master

MS Office Suite: Excel Expert, Access, PowerPoint, MS Word, Microsoft Project, MS Visio and wireframe

Data analysis Tools: SAS, EViews, Bloomberg, Price sensitivity analysis, Variance analysis, Trending & statistical analysis, template & procedures, @Risk, sensitivity analysis, stress analysis, volatility analysis, tornado graphs, Hyperion and Essbase

Others: Oracle Financials, Cognos, Operating & strategic planning, Staffing model & resource planning, Capital IQ, Sharepoint, Databases (Oracle, SQL, Teradata, RDBMS), Fieldglass

PROFESSIONAL EXPERIENCE:

Confidential

Sr. Business Analyst/Project Manager

Responsibilities:

• Implemented variable asset (both software and infrastructure) life concept as part of asset life management for firm to efficiently utlize capitalization/depreciation. Previously firm was using fixed asset life for both software and infrastructure. Analysis was done using excel and SQL.
• Performed requirement gathering, designing for implementing multiyear software capitalization/depreciation for both headcount and cash funded resources (Manpower and Capital budgeting).
• Ran UAT integration testing calls including IT, finance and reporting teams for integrating capitalization/depreciation concept in all the systems (both upsteam and downsteam systems).
• Designed and manually produced accrual report with data extraction using SQL within fieldglass for monthly accruals bookings for NA, EMEA, APAC regions. Also, coordinated automation of this accrual report.
• Performed user working sessions for requirement gathering, designing, implementation and testing of all the integration feeds back and forth between Confidential resource management systems and Fieldglass. This includes feeds: user, org structure, funding and firm spend plan, building/city, entitlements, time entry, open Job Postings, Invoice and their payment status.
• Designed and coordinated implemented with Fieldglass team all custom reports user within the firm as per user needs
• Solely analyzed all the email notifications existing within fieldglass and customized them for MS users
• Performed cost benefit analysis in excel (data analysis & data extraction in SQL) to identify if it is better to continue paying vendors for fixed non working days per annum with reduced negotiated rates comparing current year and past years. This analysis concluded that firm was saving $15M by keeping non working days for these vendors
• Analysed two different payment models within the firm and made strategic decision based on firm cost savings by chosing one over the other. Also, implemented this change within resource management system. Performed data extraction and analysis using SQL
• Implemented display of time entry due messages within MS Today page to notify users due date for approaching time entry period closing
• Manually prepared and posted in sharepoint on a monthly basis all tech and data divisions reporting resource analysis for both headcount and cash funded resources
• Gathered all time entry systems used firmwide to gather detailed statistics on usage (this includes number of resources, which divisions, purpose of each time entry system, pros/cons of each etc.).
• Worked closely with sourcing team to provide all the reporting/analysis on a regular basis for firmwide decisions.

Confidential, New York, NY

Sr. Business Analyst/ Project Manager

Responsibilities:

• Performed data analysis in excel & SQL on various products to reconcile trades between general ledger and credit risk system that flow from source system (front office trading system) to ledger and credit risk system
• Gathered data from variety of sources for analysis purposes including financial statements (Balance Sheet, Income Statement, Cash Flow) and risk systems etc.
• Researched on the breaks and interacted with Front office, Middle office, credit risk team, financial controllers, collateral teams to find out reasoning for the missing trades, differences in mark-to-market, counterparty etc
• Thoroughly analyzed the valuation engines and models which calculated the mtm and made sure the correct/latest mtm are in place on a specific close of business date as it is used to calculate credit risk exposure
• Prepared reports for FED to represent by product type what all trades are reconciled and depict the percentage of trades reconciled on mark to market, counterparty, notional to show the progress and compare with the target
• Extensively worked with KPMG Audit team and prepared presentation, adhoc & monthly reports on the reconciliation by source system and by product type.
• Performed manual reconciliation for multiple close of business dates for 5 product types and define rules to automate the source system trade reconciliation between credit risk system and general ledger
• Prepared extensive functional requirement document, business requirement document to explain logically how to explain the trade breaks and explain the business reasoning
• Performed Resource planning, project planning, laid out mitigation plan and monitored progress closely through work group meetings during SDLC - Development, QA, UAT and PROD.
• Prepared weekly & monthly deck to discuss with senior managers on the progress of the project and how much percentage of trades are reconciled and explain reasoning on the breaks
• Delivered presentation to users/external team to explain how we explain breaks on trade population, mtm, counterparty, collateral trades, agreements, notionals and maturity date to help Middle office, Front office, Credit risk.
• Involved in all migration plan for the systems (from Merrill lynch to Confidential and vice versa) and prepared report to highlight the changes team needs to perform
• Mentored new joiners on trading systems, how trades flow, valuation of trades, counterparty risk analysis and how the team automates the process

Confidential

Sr. Financial Business Analyst

Responsibilities:

• Developed account insights & competitive trends for the top advertisers through interaction with regional Directors, Account Managers, and Sales Rep and using historic revenue data by each advertisers in Oracle Financials.
• Analyzed all the advertising methods - display & search ads and analyzed revenue generated by revenue models like cost per click, cost per visitor, cost per thousand impressions etc.
• Interacted with Directors, Account Managers, and Sales Rep to get their estimates on the revenue by advertisers to generate report and used it to forecast the goal by region and by advertiser.
• Coordinated with India team to do data loads based on the inputs provided on the goals by the Marketing team.
• Solely prepared quarterly forecasting accuracy for each of the directors & Regional Vice Presidents in East and West region. Provided support to the Field Sales and Agency teams, including resource and account alignment as identified by the Ops Fin Senior Managers and through adhoc analysis by collecting both internal & external data
• Handled weekly snapshots & report preparation for the East of North American region highlighting key metrics for account comparison and prepare the dashboards presentation using PowerPoint. Conduct meeting with regional directors to present the findings on their teams performances.
• Worked on dashboards to publish forecast & goal numbers on the weekly, monthly and yearly basis.

Confidential, Stamford, CT

Business Financial Analyst

Responsibilities:

• Developed excel based financial analysis report to estimate & analyze the cost of funds (COF), Derivative which enabled better pricing decisions and ensured target profitability for the company using SQL & Excel
• Built a report tool on the model to minimize the risk by identifying macroeconomic drivers for COF
• Involved with team preparing a structured risk model based on advanced quantitative analysis techniques of Factor Analysis, Principal Component analysis & Stochastic Analysis techniques of Monte Carlo using @Risk
• Prepared presentation and present the finding to upper management based on the interaction with Treasury department, load approval department, finance controllers & credit risk team
• Streamlined company planning for process improvement, creating a centralized planning platform that reduced budget preparation time by two weeks despite the 50% increase in budget in a span of 1 year
• Interact with the users to implemented automatically populate data which forecast the cost of funds and generate reports on the forecasting of interest rate variables which impact the funds rate
• Performed relevant data collection using external/internal databases & Bloomberg, data cleansing and analysis in SAS to find the how each macroeconomic and internal variables affect the funds rate
• Prepared Functional, business requirement, project plan document and conducted weekly and daily status call to automate the forecasting process.
• Prepared template on how the reports will be generated and got it approved by users.
• Followed SDLC to make sure the business requirements are implemented and delivered on time to users.
• Prepared scorecard and presented to management on the performance of the automation.

Confidential

Business Analyst

Responsibilities:

• Performed policy analysis (used SQL) & examined historical episode to estimate financial sector variables
• Built a financial report for forecast Bank Borrowing Rate from the Derivatives, Fed, Bond Rate, Mortgage Rate, Capital Gains/Losses on Financial Assets and Currency held outside Banks variables. Each variable is forecasted after identifying dependent variables and coming up with the stochastic equations using regression in EViews
• Performed extensive volume analysis on historical data to provide best possible estimate and perform data reconciliation and used Oracle Financials.
• Collected requirements from subscribers and Coordinated financial team in design implementation and delivering of high quality code to generate statistical data for subscriber’s form of pre-generated reports
• Performed expense analysis and came up with company budget and helped in strategic business decision
• Analyzed Financial statements including balance sheets, income statement and cash flow statement.
• Prepared reports on an adhoc, weekly, monthly, quarterly and monthly basis for compliance purposes
• Managed the implementation and automation of reports from start to end following SDLC
• Handled project timelines & prepared project plan using Microsoft project & defined the scope in Project Charter.
• Elaborated the business requirements and detailed logic for implementation in functional document
• Performed sanity check on the reports generating reports using Cognos.
• Coordinated with Developers, testers in all phases to make sure timelines are met and resolved logical issues.
• Prepared deck based on request from senior managers to depict the progress of the project and show the progress