SUMMARY:

• Resourceful and Dynamic professional with 8+ years of experience as a Business Analyst/Scrum Master and Agile Coach, with clients in Wealth Management, Cash Management,Broker - Dealer, Risk and Banking areas.
• Proficient in requirement gathering, analysis, business processes management (BPM) and implementation of enterprise-wide systems with a strong knowledge of System Development Life Cycle (SDLC) using Waterfall, Agile, and Scrum methodologies.
• Extensive experience in creating As-Is and To-Be process models, conducting Gap Analysis to understand areas of improvement and analysing the risks involved through SWOT, Value Stream Mapping, Feasibility Analysis and Impact Analysis.
• Experience in conducting Joint ApplicationDevelopment (JAD) sessions with end users, SMEs and stakeholders.
• Highly experienced in creating the requirements Artifacts, Business Requirement Document (BRD), System Requirements Specifications Document (SRS), Use-cases, Functional Requirements Document(FRD), Technical Requirements Document(TRD)andChange RequestsPlanning (CRP).
• Provided technical support to team members when required.
• Conducted GAP analysis of the legacy systems before integrating or enhancing new architecture to it.
• Acted as a liaison between project team, upstream and downstream departments.
• Experience in creatingKey performance indicators (KPI), Enterprise Risk Management,Enterprise Data Management, Business Continuity Planning (BCP), and Organizational Change Management.
• Extensive knowledge in data collection, analysis and evaluation, analytical problem solving, decision making and interpersonal skill with ability to interact with individuals at all levels.
• Highly expertized in tracing requirements throughout the development process and verifying adherence to Requirement Traceability Matrix (RTM). Extensively used tools such IBM Doors, Atlassian JIRA.
• Significant experience in reviewing Test Procedures and creating Test Cases, Test Scripts and Test plans for User Acceptance Testing (UAT)
• Proficient in creating mock-up screens and prototyping static and dynamic UI/UX with HTML4, Mock-upScreens and MS Visio. Experience with storyboarding and creating quick wireframes.
• Comprehensive knowledge of Data Warehousing with significant implementation experience in data modelling, data analysis, data migration, data integration, data profiling and dimensional modelling.
• Extensive experience with Excel Modeling, Word, PowerPoint, MS Project, Access and PL/SQL.
• Self-starter with excellent oral, written, inter-personal communication skills with a results-oriented attitude.
• Experienced in identifying and documenting detailed business requirements pertaining to Loans, Collateral, Securities, Portfolio Management, Risk Management and Wealth Management.
• Excellent knowledge in Corporate Finance, Investment Banking, Credit Risk, Asset Management, Wealth Management, Risk Management, Commercial Lending, Investment Information system Products, CHIPS and Fedwire.
• Strong knowledge of market movements, market indicators and ramifications of global-economic events.
• Understanding of Valuation methods, Asset Allocation Techniques, Top-Down and Bottom Up Analysis.
• Exposure and understanding of GAAP accounting, fundamental analysis, profitability, liquidity, solvency ratios, Cash flow analysis, Discounted Cash Flow(DCF), Trading Comparable.
• Understanding of technical indicators such as RSI, Bollinger Bands, Moving Average Convergence Divergence (MACD).
• Knowledge of Dodd-Frank Regulation, Sarbanes-Oxley Act, Volker Rule and their integration.
• Awareness of various financial mathematics and Banking Industry Protocols like FIX, SWIFT etc.
• Extensive command on Financial Planning & Analysis, Forecasting, Valuation, Planning and Budgeting.

TECHNICAL SKILLS:

Operating System: Windows 2000/XP/7/8, Mac OS, Linux, UNIX

Methodologies: SDLC, Agile, Scrum, Waterfall, SAFe (Scaled Agile Framework)

Business Tools: MS Project, MS Visio, Excel - Macros, VBA, MS Word, MS PowerPoint, MS Access

PM Tools: Lean Management, SWOT, Impact Analysis, GAP, JAD sessions, MS Project Professional

Supporting Languages: HTML, XML, SQL, PL/SQL, JAVA

Supporting tools: JIRA, Visual Basics (VBA), RALLY, Jira, Rational Tools (Requisite Rose, Requisite Pro, ClearCase, ClearQuest, RTC), Bloomberg Terminal, IBM FileNet P8 Enterprise Content Navigator, IBM Records Manager, IBM FileNet P8 System .

S tatistics : Financial Data Modeling and Analysis, Regression, Risk Analysis

Testing Tools: HP Quality Center/HP ALM, LoadRunner

Database Tools: MY SQL, Microsoft SQL

ETL Tools: Informatica 7, Informatica 9.0.1, IBM Cognos, EAGLE Investment Systems

Modelling Tools: MS Visio, UML, Photoshop.

Graphical Tools: Mock-up Screens, Wireframes, Balsamiq

Reporting Tool: IBM Cognos, Tableau, SAP BusinessObjects

Other Tools: Markit Enterprise Data Management, Aladdin Genie

PROFESSIONAL EXPERIENCE:

Confidential, Hartford, CT

Sr. Business Analyst/Jr. Project Manager

ROLES AND RESPONSIBILITIES:

• Conducted JAD sessions as part of project initiation and scope finalization.
• Involved in Storyboarding and creation of wireframes of User Interface of IBM FileNet P8 Content Management System for the various projects.
• Prepared required documentation and developed prototype of interactive mockups (Graphical User Interface) using Balsamiq.
• Maintained User Roles and Permissions for business and solution owners via different User Groups
• Developed the current and future state of processes using BPMN notation.
• Partner with business units sharing ownership and accountability for project objectives .
• Used process flow diagrams to effectively communicate the relationship between existing business process and behavior of underlying data that supports it. Used the outcome of such meetings to assist business users in finalizing scope and requirements for a sprint.
• Created As-Is and To-Be Process flows based on the functionalities being provided in the upgraded system.
• Planned various work streams to reflect Incremental Design and utilized Test First concept for unit testing.
• Involved in Requirement Scoping, RFP documenting and analyzing high priority requirement for implementation; created business requirement document, functional design and use case documents using Agile-Scrum methodology (use of JIRA tool ).
• Created artifacts such as impact analysis, scope and detailed functional design documents based on requirement workshops and one on one interviews with business stakeholders.
• Provided detailed analysis resulting in clear, concise and unambiguous system requirements. Requirements analysis will undergo multiple iterations and refinements . Ensured requirements are understood, agreed to and signed off at the appropriate early stages of the project.
• Created Use case diagrams, use case documents and activity diagrams using MS-Visio
• Developed Test Strategy presentation to outline the timeline of the User Acceptance Testing.
• Produced documentation on test cases to follow during Development and UAT.
• Identify customer requirements, develop test schedules, review test plans, track and document the development and results of these plans. Maintain the Requirements Trace-ability matrix.
• Created user manuals, end user documentation and system configuration documentation for training purposes.
• Conducted walkthrough sessions with business end users, stakeholders, SME, project manager etc. to discuss and resolve various issues.
• Participated in the conceptual development of the construction project and oversaw its organization, scheduling, budgeting and implementation.
• Created the Work Breakdown Structure (WBS) to coordinate project resources and timelines.
• Maintained RACI Chart to track Responsibilities, Accountability, Consulted and Informed individuals.
• Developed the Technical Architectural Diagram (TAD) by evaluating existing projects and reengineering it for the existing projects.

ENVIRONMENT: IBM FileNet P8 System, IBM Content Navigator, IBM Records Manager, MS Visio, MS Project, Jira, Mockup Screens, Scrum-Waterfall

Sr. Business Analyst/Scrum Master

ROLES AND RESPONSIBILITIES:

• Facilitated and conducted JAD sessions as part of project initiation.
• Involved in Storyboarding and creation of wireframes and mock ups (Balsamiq) of User Interface of content on various screens of MARKIT EDM software as per business user requirements.
• Prepared required documentation and developed prototype of mockups (Graphical User Interface)
• Maintained User Roles and Permissions for business and solution owners via different EAGLE environments and documented the same.
• Produced documentation for the Identity Access Management using the User Roles and Permissions.
• Developed the current and future state of processes using BPMN notation.
• Partner with business units sharing ownership and accountability for project objectives .
• Utilized Extreme Programming techniques like Pair Programming, Continuous Integration, Incremental Design
• Pair Programming was used to verify the deployment of components migrated from UAT to Production environment.
• Planned various work streams to reflect Incremental Design and utilized Test First concept for unit testing.
• Involved in Requirement Scoping, RFP documenting and analyzing high priority requirement for implementation; created business requirement document, functional design and use case documents using Agile-Scrum methodology (use of JIRA tool ).
• Created artifacts such as impact analysis, scope and detailed functional design documents based on requirement workshops and one on one interviews with business stakeholders.
• Maintained the decisions log, issues log and the future enhancement log to keep track of change management efforts.
• Developed test cases for functionality and data testing to outline the user acceptance testing.
• Created user manuals, end user documentation and system configuration documentation for training purposes.
• Involved in end to end process and to map the flow of data or information into various reporting systems.
• Created data mapping sheet after reviewing and analyzing requirements of impact to target reporting database. Involved in detailed mapping between the fields desired on the end report to attribute/fields within the DB.
• Actively interacted with business users to understand the reporting requirements and create a mock up for the reports.
• Proficient in SQL queries to extract and analyse data elements required by the business to report metrics on a regular basis.
• Creating the fields, Codes, Date Rules, Field groups, Data Strategies and Gold Copies in EAGLE Reference Data Center.
• Design Adhoc reports using EAGLE Investment Systems Reporting Center and SAP Business Objects to assist clients with data collection, analysis and trending to gather business intelligence
• Creating and monitoring the processes automated through EAGLE Automation Center.
• Knowledgeable in navigating through BlackRock Aladdin Genie to verify source information.
• Validated the data as a part of pre-deployment and post-deployment activities to ensure customer satisfaction was achieved.
• Analyzed and optimized the existing business processes using the conceptual modelling methods and documented the business process. Conducted requirement workshops with key business users to make them understand the project scope and deliverables and to check the feasibility of the project.
• Used process flow diagrams to effectively communicate the relationship between existing business process and behaviour of underlying data that supports it. Used the outcome of such meetings to assist business users in finalizing scope and requirements for a sprint.
• Conducted walkthrough session with business end users, stakeholders, SME, project manager etc. to discuss and resolve various issues.
• Created training materials such as configuration and end user documentation for various work streams
• Importing, cleaning, transforming and validating data with the purpose of understanding or making decisions and for audit purposes.
• Created Use case diagrams and activity diagrams using MS-Visio

ENVIRONMENT: Oracle, MS Visio, MS Project, Jira, XML, HTML, HP ALM, UAT - Beta Testing, Mockup Screens, Scrum-Waterfall

Sr. Business Analyst/Scrum Master

ROLES AND RESPONSIBILITIES:

• Developed knowledge of Investment Analysis, Asset Allocation, Broker-Dealer, Portfolio & Risk Management and key market indicators
• Gathered Business Requirements, through constant interaction with the Portfolio Managers, Designers and Developers, Project Manager and SMEs to get a better understanding of the Business Processes. Developed business process models in Scrum - Waterfall hybrid methodology and documented existing and future business processes.
• Coordinated and conducted joint application development ( JAD ) and walk through sessions involving business unit stakeholders, technical analyst, project managers and the compliance team.
• Worked on optimizing the existing processes by unifying back end development efforts using Oracle Business Process Management (BPM)
• Championed all aspects of the Identity Access Management Program (IAMP), including business value, ownership roadmap, project milestones and key messaging to business and IT.
• Incorporated the automatic detection of any compliance breach and regulatory reporting.
• Analyzed and optimized the process, prepared Business Requirement Document (BRD) and Low Level Document(LLD) and High Level Document (HLD) for Functional Specifications .
• Assisted in developing a database of securities to be included in the platform by extracting financial data from Bloomberg Terminal for optimal capital allocation.
• Documented business needs of various portfolio managers and provided them with a role based access control via Identity access management (IAM).
• Participated as a team member while being a Scrum Master in various sprint modules .
• Performed Gap analysis by identifying existing technologies, documenting the enhancements to meet the end state requirements.
• Created UML Diagrams including Use Case Diagrams, Activity Diagrams, Sequence Diagrams, Collaboration Diagrams, Data Flow Diagrams ( DFDs ), ER Diagrams and Web Page Mock-Ups using Rational Rose thus defining the Business Process Model and Data Process Model .
• Involved in writing SQL queries for Backend Testing and to verify the database updates, inserts and deletions etc., of the records, and validate them using TOAD
• Worked extensively on change request during the mid-stages of the project and prioritized the tasks to make optimal use of time and resources.
• Created mock-up screens and prototyping static and UI/UX with HTML, Mockup Screens and MS Visio . Experience with storyboarding and creating quick wireframes.
• Created dashboards for a managerial overview with drill up and drill down capabilities and cross tab reports with bar chart, pie chart, and line-chart graph representation reports using Tableau. Also provided walkthroughs of the Reporting feature.
• Created objects/visualizations like straight tables, line charts, bar charts and pivot tables etc. for dashboard design
• Identified key users and prepared test cases to perform User Acceptance Testing (UAT)
• Provided live support and training for the end users.

ENVIRONMENT: MS Office Suite, SDLC, Agile/Scrum, Tableau, Informatica, UML, Quick Test Pro, HP QC (UAT), Advanced Excel, Macros, VBA, My SQL, Windows, SWOT analysis, Monte Carlo Simulations, HTML, Oracle BPM .

Sr. Business Analyst/Project Coordinator

ROLES AND RESPONSIBILITIES:

• Worked with different business teams like Prime Services, OTC settlements team and FXOps team to understand the cash projections that they create when they book a trade.
• Monitored interbank transactions through private clearing houses like CHIPS, Fedwire and SWIFT .
• Developed knowledge of Balance Sheet, Income Statement and Statement of Cash Flows.
• Developed knowledge of Business Process Management (BPM) and Cash & Liquidity Management .
• Developed understanding of the Reconciliation of cash flows to understand the scope of the project.
• Provided communication and technical guidance related to the maintenance of financial modules of the Enterprise Resource Planning (ERP) system.
• Experienced in supporting, training, implementing or using enterprise business systems.
• Assessed and discovered the system architecture to implement and integrate the TLM cash management application
• Orchestrated CRM / ERP project including initial needs analysis, project charter, vendor selection, contract negotiation, planning, resourcing, implementation and change management through Go-Live of Oracle Cash Management Application
• Provided technical support to the project manager and project teams in order to solve issues at hand.
• Assisted the developers in translating the requirements into the front end and back end electronic settlement and confirmation systems using Java
• Performed business analysis including process design and re-design and requirements elicitation for integrating all the disparate systems into one synchronized system.
• Estimated the project budget and generated monthly and annual reports.
• Developed all project documentation and management processes related to system implementation and organizational change management.
• Coordination of training events and internal / external resources to facilitate the movement into agile software methodology.
• Developed business requirement documents, use cases, functional and non-functional documents and process diagrams including context, dataflow and decomposition diagrams .
• Responsible for decomposing High Level Business requirement into functional specifications.
• Define the data sources, data loads and data transformation using ER Diagrams . Used MS-Visio for model diagrams, MS-Word for documentation and used UML for visual modeling.
• Author Data Flow diagrams, Activity diagrams, Sequence diagrams and Business Process modelling with special detail to Sub-Processes.
• Design message formats, queues, systems interfaces, and worked with the traders though interviews, Questionnaire and JAD sessions.
• Analyze, collected and prepared user requirements, definition, scope and expectations for deliverable plans. Delivered system documents, processes, diagrams, and test cases.
• Liaised with all the stakeholders at all levels a nd worked closely with teams of BAs, developers, testers and product control throughout the entire development life cycle to ensure a quality product is delivered.
• Extensively involved in Data mining, Data mapping and Data integration .
• Extensively done GAP analysis in the project as there were numerous 'As-Is' and 'To-Be' conditions.
• Prepared recommendations for system, process and enhancements to successfully achieve desired end state.
• Designed the conceptual data and business process models.
• Performed multiple SQL queries using Query Analyzer / TOAD for Data Analysis; created database driven reports with output to MS Excel and custom reports such as SQL file count, Ad-Hoc reports, and monthly migration reports
• Performed testing of applications using HP Quality Center and prepared test scripts, managed testers and maintained defect tracking with the help of the QA team.
• Responsible for conducting the testing and defect analysis.
• Responsible for writing training manuals and training of the end users.

Environment: SQL Server 2008, ERP EnterpriseOne, MS Visio 2007, MS Project 2007, Rational Requisite Pro, Informatica Power Center 8, UML, XML, HTML, HP QC, Oracle BPM

Business Analyst

ROLES AND RESPONSIBILITIES:

• Conducted JAD sessions with key business users to make them understand the project scope and deliverables and to check the feasibility of the project
• Extensively done GAP analysis in the project as there were numerous 'As-Is' and 'To-Be' conditions.
• Provided technical assistance in identifying, evaluating, and developing systems and procedures that were cost effective and met business requirements.
• At an individual project level worked cross functionally to define plans and schedule timelines to meet project objectives.
• Created UML Diagrams including Use Case Diagrams, Activity Diagrams, Sequence Diagrams, Collaboration Diagrams, Data Flow Diagrams ( DFDs ), ER Diagrams and Web Page Mock-Ups using Rational Rose thus defining the BusinessProcess Model and Data Process Model.
• Performed Feasibility, Adaptability and Risk Analysis to identify the business critical and high-risk areas of the application.
• Provided technical assistance in identifying, evaluating, and developing systems and procedures that were cost effective and met business requirements.
• At an individual project level worked cross functionally to define plans and schedule timelines to meet project objectives.
• Analyzed, collected and prepared user requirements, definition, scope and expectations for deliverable plans. Delivered system documents, processes, diagrams, and test cases.
• Participated in the development and preparation of the Test Plan with the testing team as well as ensuring testability, reliability, usability, maintainability and performance of the application.

ENVIRONMENT: Waterfall, Excel, Macros, VBA, My SQL, Lotus Notes, Windows, MS Office (MS Word, MS Excel, MS PowerPoint, and MS Visio), and SWOT analysis.

Business Analyst

ROLES AND RESPONSIBILITIES:

• Conducted GAP analysis to understand the As-Is to To-Be process incorporating the time and cost constraints within the system.
• Attended and Facilitated JAD Sessions, Interpersonal Interviews with the Stakeholders, SME’s and Quality Analysts.
• Elicited requirements by conducting structured walk-through with SMEs, scenarios and use cases.
• Created the FRD after eliciting the requirements using interviews, JAD sessions and end user feedback documentation.
• Conducted Risk Analysis to calculate the risks involved in the project, including over-budget risk analysis.
• Extensively utilized Microsoft SharePoint 2007 as the artefact-tracking tool for managing the requirements documentation.
• Worked with the team on automation and instant approval of transactions reflecting general ledger.
• Used UML to visualize the use-case scenarios and created information flow, process maps and process flow diagrams for front-end.
• Gathered the Functional, Non-Functional data, and GUI Requirements (UI) and User Experience (UX) after analyzing Business Artifacts from previous year’s business performance reports.
• Created GUI mock-ups using MS VISIO incorporating the UI and UX requirements from the FRD with present template.
• Worked to keep complete track of work progress of priorities through Liquid Planner. Communicate status regularly to management via written regular and ad hoc reports.
• Used web design optimization to create a more user friendly interface.
• Coordinated with the application team and Quality Analysts in the creation of test plans, User Acceptance Test scripts and Regression test cases.

ENVIRONMENT: Rational Clear Case, MS-Visio, SQL, MS Word, MS PowerPoint, MS Access, Mercury Quality Center, SharePoint, SSRS

Jr. Business Analyst

ROLES AND RESPONSIBILITIES:

• Interacted with the customers and internal stakeholders to gather user requirements and their expectations from the system.
• Involved in analysing Business Requirements and developing System Specifications.
• Used Rational Rose to generate various UML Diagrams.
• Participated in the development and preparation of the Test Plan with the testing team as well as ensuring testability, reliability, usability, maintainability and performance of the application using LoadRunner.
• Analysed monthly/quarterly performance against plans and forecast and recommended corrective actions.
• Involved in incident reporting and change and configuration management procedures using Clear Case.
• Used Team Foundation Server ( TFS) source control to deploy application
• Organized cross training of team members and users to become more responsive.
• Ensured that the modifications suggested by the users were incorporated into the application.
• Formed a bridge between the Project Manager and different teams with effective presentations.

ENVIRONMENT: UML, Clear Case, MS Access, MS Office, ASP, SQL Server, Team Foundation Server (TFS), Visual Studio, SDLC, LoadRunner.