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Sr. Business Analyst Resume

Minneapolis, MN


  • Sr. Business Analyst professional with 8 years of expertise in health care, insurance and financial domains. Within most of the previous roles was responsible for enhancements to various systems and web portal upgrades to increase efficiency. Highly experienced in working with the development as well as the business side to create complete technical and functional specifications.
  • In - depth knowledge and practical experience of using Waterfall, Agile, Scrums, Rational Unified Process, Business Process Reengineering, Unified Modeling Language, System Requirements Specification and Functional Requirements Specification, Rapid Application Development, and MS Visio.
  • Highly skilled in transforming the needs of business users and stakeholders to the functional/technical requirements.
  • Served as a critical resource and liaised between subject matter experts and technologists throughout the project life cycle.
  • Excellent conceptual and technical skills to create Business Requirements Document, Functional Specifications Document, Process Flow Diagram, and Detailed Design Document.
  • Analyzed and defined business processes both “AS IS” and “TO BE.”
  • Conducted Joint Application Development (JAD) sessions with stakeholders and business partners to resolve open issues.
  • Developed Use Cases using UML and MS Visio for an ease with system interaction.
  • Good experience working with JQL
  • Good Knowledge in source systems like Microsoft Dynamics CRM, IFS, SAP ECC, CRM, BW.
  • Had a clear opinion on mutual funds based on research that goes beyond mere performance and risk evaluation.
  • Worked with the project team to determine appropriate test plans, deployment plans and supported the product launch.
  • Worked with Analysts, Managers, Developers and Testers for complex projects during the SDLC.
  • Good experience working with fixed income, derivatives and equity lines.
  • Good experience in data mining, text mining and business Intelligence tools like Tableau
  • Hands on experience with Remedy platform.
  • Identified and communicated risks and with possible solutions.
  • Modified and changed the User Interface (UI) as per the system requirements and clients’ requirements.
  • Interacted with QA team for Unit/Integration/System testing.


  • Agile, Waterfall
  • MS Visio
  • MS Office (Word, Excel, PowerPoint, Project, Outlook, Access)
  • MS SQL Server
  • Rational Requisite Pro
  • Rational Clear Quest
  • HP Quality Center(ALM)
  • Test Director


Sr. Business Analyst

Confidential, Minneapolis, MN


  • Conducted Requirements Gathering sessions with Portfolio Managers, Equity Research Analysts, Traders and SMEs.
  • Involved in creating the BRD using SPS (SharePoint Portal Services) and Product Requirement Specification (PRD) for the system.
  • Assisting the business team in Business Case Modeling.
  • Provide support to capital markets and gave many presentations on marketing pitches.
  • Analyze and prepare materials for all capital markets and evaluate all approvals for same.
  • Worked on Use Case Modeling using MS Visio for preparing Functional Requirements Documents.
  • Adept at developing new business opportunities, as well as managing and growing existing accounts.
  • Performed client satisfaction services by provision of continuous support to Microsoft Dynamics applications.
  • Developed an understanding of financial information, such as financial statements, company accounts and sector data
  • Examined and interpreted data from different sources and understood the impact for investment decision making.
  • Developed expertise in the mutual fund industry, specific fund families, various market sectors and corporate stewardship issues.
  • Supervised the efficient working of Electronic data exchange (EDI)
  • Remain updated about latest trends in the mutual fund market industry to solidify investment presence and by default, investment profits.
  • Built good configuration management practices like having an automated nightly regression build using Quick Test Professional.
  • Organizing weekly Project Status and Task Review meetings.
  • Created PowerPoint presentations and project updates using MS Project for management review.
  • Performed SWOT and GAP Analysis for new functionality requirements as well as prioritized them based on actual business needs.
  • Facilitated JAD sessions and conducted peer review meetings periodically to keep track of projects milestones.
  • Ensure quality of master data in key systems, development of processes with other data owners to support and maintain the data integrity.
  • Identified opportunities to use customer data to develop customer strategies and improve business performance.
  • Assisted Project Manager in preparing the project schedules, milestone tracking, and resource allocation using MS Project.
  • Undertook project risk management and business process analysis review of the implementation of different stages of the applications.
  • Managed development of SharePoint site for aggregating information collected in InfoPath forms into a report in MS Word.
  • Worked across business lines to support the data policies as a part of data governance framework like data ownership, metrics issues.
  • Worked with PMO analyst in implementation of information improvements that significantly improved data quality and stakeholder satisfaction.
  • Conduct requirements workshops with Global Remedy stakeholders to identify and model business processes, and translate them into application requirements that are actionable for developers.
  • Collaborate with Global Remedy Business stakeholders on Remedy requirements, review globally approved BRD (Business Requirements Document) and translate them into a Functional Design Document (FDD).
  • Mentored Project Managers on issue and risk management, and utilizing MS Project.
  • Achieved reporting cycle-time improvements that enabled increased reporting frequency, with no additional costs.
  • Customized SharePoint site templates and menus.
  • Collaborated with the QA team to ensure adequate testing of software, maintained quality procedures, and ensured that appropriate documentation was in place.
  • Specifying, designing, implementing and testing automation framework in Java and Scripts using testing tools such as Selenium, Cucumber for BDD, Load Tester etc.
  • Good knowledge in JMS, multithreading, messaging and XML related technologies.
  • Organized weekly project status meetings and created PowerPoint presentations and project updates using MS Project for management review.

Environment: Web Logic 8.1, IBM DB2 V8.1, Java, XML, MS Visio, MS Share Point Server 2003, Oracle 9i, MS Access.

Sr. Business Analyst/ Scrum Master

Confidential, New York, NY


  • Gathered and documented business requirements and business process flow following the existing template and specifying the objects, assumptions, constrains, scope, features, data flow diagrams, screen mock-ups, etc.
  • Facilitated cross-team meetings with committees from Operation and Development to allow different Stakeholders to communicate their interests and concerns and document meeting minutes.
  • Socialize the FDD with Remedy Development Team and help them understand the requirements in detail and bridge any gaps.
  • Conduct requirements workshops with Global Remedy stakeholders to identify and model business processes meeting with and providing information to fund managers; this might include summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day ahead.
  • Ensures master data integrity in key systems as well as maintaining the processes to support the data quality.
  • Collaborated with System Analysts, Technical Leads, and Developers to assist them in fully understanding of business requirements.
  • Collaborated with data governance team to support the implementation of data policies, standards that re required as a part of data governance framework.
  • Maintained an Open Issue List and Issue Log to track the status of all the issues and concerns raised during the project.
  • Identified and analyzed trends using strong quantitative skills to make markets and execute profitable trades
  • Worked closely with Asset manager in monitoring and report changes in risk profiles of individual assets in the portfolio.
  • Worked with the team responsible for analyzing the business impact of SWIFT 2008-'12 release changes and captured the business requirements for the following message types.
  • Worked on SWIFT MT53x, MT54x and MT56x message processing.
  • Worked on SWIFT gateway applications like SWIFT Alliance Access SAA, MERVA.
  • Made timely recommendations for mitigating strategies and risk rating changes
  • Made fast-paced, strategic trade decisions while dealing with a high degree of uncertainty and limited information
  • Followed a structured approach to name and organize requirements into different hierarchy level groups as Capability, Feature, and Business Requirement for traceability purpose.
  • Collaborated with the QA team to develop Test Plans, Test Scenarios and Test Cases including execution condition, input description and expected result that will be used in system and user acceptance testing based on business requirements, technical specifications, and product knowledge.
  • Familiarity in using automated requirements management tools such as IBM's Rational DOORS
  • Worked with BDD frameworks such as Cucumber
  • Perform root cause analysis on all processes and resolve all production issues and validate all data and perform routine tests on databases and provide support to all ETL applications.
  • Collaborate with Metadata Manager and perform tests and provide update to all ETL activities within schedule and provide support to all large data volumes and assist in data processing.
  • Collaborated with Metadata project leaders in managing data compliance issues within the company.
  • Data administrators import and manage assets in the metadata repository such as databases, data files, business intelligence (BI) reports and models, and logical data model definitions.
  • Used Version One for Agile project management, creating product backlog, sprint backlog and bug tracking.
  • Elaborate stories and define acceptance criteria as part of a Behavior Driven Development (BDD) approach to software delivery.
  • Updated Weekly Status Report on SharePoint-Teamwork for accomplishments, in-progress items and tasks assigned in the coming week. Notified Project Manager for additional concerns and recognitions and entered working hours for every task performed.
  • Good knowledge in trading and post trading processes.
  • Worked with data inception API, data warehouses, web services both SOAP and REST
  • Created the business process model using MS Visio for better understanding of the system and presented it to Project Manager and other team members for validation.
  • Good experience working with Financial information Exchange (FIX)
  • Got experience working with Business Intelligence tool like Tableau.
  • Facilitated Scrum events such as Sprint Planning, Daily Scrums, Sprint Reviews, Business Case, User Stories, and Sprint Retrospective. Coordinates and participates in Scrum of Scrums.
  • Initiated Peer Review process to reduce costs and improve process for future project releases.
  • Refined PMO process and procedures and delivered orientation for new employees.
  • Conduct and facilitate weekly project team status and updates meetings, project meetings became more effective and project risks were cut by 80%.
  • Organized one-on-one meetings with individual PMO Leads to check any outstanding deliverables and status of applications.

Environment: MS Word, MS Excel, MS Project, MS Visio, SharePoint, UML, Rational Suite,PLSQL .NET, Version One.

Sr. Business Analyst

Confidential, Atlanta, GA


  • Conducted interviews to gather business user requirements; analyzed and translated conceptual requirements, procedures, and issues into Functional Specifications comprehensible to developers and solution architects. conducted due diligence on companies and industries by researching, reading financial statements and market data
  • Worked closely with Asset manager in monitoring and report changes in risk profiles of individual assets in the portfolio.
  • Monitored accounts and report on fixed asset and deferred charge asset.
  • Analyzed financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organization is positioned to deliver for investors.
  • Adhere to the company investment policies for recommending mutual fund investment options to individual or firm investors.
  • Remain updated about latest trends in the mutual fund market industry to solidify investment presence and by default, investment profits.
  • Analyzed all facets of Residential Mortgage-Backed Securities (RMBS), including fixed, hybrid, and subprime.
  • Marketed cash-mortgage and structured products to institutions, including hedge funds and money managers.
  • Interfaced with End Users and Business Owners to examine current work processes.
  • Performed GAP Analysis to define gaps between AS-IS and TO-BE processes.
  • Conducted project scope meetings and requirements gathering sessions to document business requirements into Functional Specifications Document.
  • Good experience in mortgage industry and in-depth understanding of the life cycle of a loan.
  • Worked Closely with loan originator system admin in promoting loan quality, production efficiency, and loan delivery improvements.
  • Ensures traceability of requirements through tools such as JIRA/Confluence and IBM Rational DOOR
  • Third party/service provider integration with LOS and related systems
  • Developed Use Cases and Workflows in MS Visio.
  • Created artifacts, defined milestones and iteration plans for inception and elaboration phases of Rational Unified Process (RUP).
  • Worked with Data Insertion API, Data Warehouse and Web Services, both SOAP and REST.
  • Determined traceability and dependability between the requirements using Rational Requisite Pro.
  • Worked with applications of RSA methodology.
  • Used VB.NET, ASP.NET, HTML 5 and PHP in coding websites
  • Managed design sessions, and communicated findings and recommendations to Project Manager and Business Partners.
  • Documented "best practice" implementation plans and continuously measured project outcomes for desired results and improvements.
  • Built the data mining database tasks like data collection, data selection, data cleaning and solved data quality problems.
  • Analyzed business processes and workflows, and recommended enhancements from operational and technical perspectives.
  • Worked with Stakeholders and IT teams in prioritizing system enhancements and defects.
  • Developed marketing plan to expand brand awareness and market penetration of fixed income products with the help of SWOT Analysis.
  • Performed Return on Investment Analysis (ROI), Cost Benefit Analysis and daily calculations of Net Asset Value (NAV).
  • Daily assessment of AML and SWIFT reports for potential suspicious activity.
  • Ensure timely, efficient reporting of suspicious transactions to AML Compliance Officer and the Financial Intelligence Centre at Bank of Namibia
  • Worked with data modelers to prepare data models. Reviewed data models to ascertain that requirements were met.
  • Performed Data Analysis (Data Cleansing, Data Volume Assessment, Data Transformation, etc.).
  • Developed, documented and executed test plans to ensure fulfillment of requirements and successful project implementation.
  • Worked closely with Project Manager in handling the whole project.
  • Assured that all RUP artifacts followed corporate SDLC policies and guidelines.

Environment: Windows, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Project, Web Services, REST API, Rational Requisite Pro, .NET, Test Director, Rally, PLSQL, CMM, RUP.

Sr. Business Analyst

Confidential, Bethesda, MD


  • Conducted interviews and meetings with Managers, Subject Matter Experts and other relevant personnel to understand business requirements.
  • Located and reviewed documentation about current business processes to aid in the requirements gathering.
  • Performed extensive translation of High-Level Business Requirements into Technical Requirement (yet elaborative) for the eSync Health Portal and for Rally website.
  • Successfully used Agile/Scrum Method for gathering requirements and facilitated user stories workshop. Documented User Stories and facilitated Story Point discussions to analyze the level of effort on project specifications.
  • Worked with web delivery technologies and architectures and experience of tools used to support agile and BDD delivery.
  • Worked closely with EHR application analyst.
  • Provided support for EHR software and implemented.
  • Designed and modified EHR (electronic health record) software applications, including encoding, testing, debugging and installing to support an organization's EHR application systems.
  • Worked closely with Data Analyst team to load those translated Business Requirement Documents to the Database.
  • Good knowledge on healthcare plans, products and its benefits.
  • Experience working in CQI
  • Evaluated DOORS requirements management tool.
  • Assisted in data collection and built the data mining database
  • Held meetings with business and acted as the sole resource for communication to business.
  • Responsible for communicating to technical team the expectations and priorities, and resolved any issues/gaps.
  • Provide support to all ETL schedule and maintain compliance to same and develop and maintain various standards to perform ETL codes and maintain an effective project life cycle on all ETL processes.
  • Worked Extensively on ETL process using SSIS package
  • Created reports in SSRS with different type of properties like chart controls, filters, Sorting and SQL parameters. configured and deployed SSRS reports onto Microsoft Office SharePoint Serve.
  • Assisted QA team in performing validation of the UI and DB as per business requirements.
  • Worked with the business client to identify and analyze development and design issues.
  • Helped QA team and Data Analyst team to resolve various defects using ALM Quality Center tool.
  • Organized and managed all phases of the software testing process including planning tests, writing test cases, executing tests and tracking defects using Quality Center.
  • Worked extensively with the QA team for designing Test Plan and Test Cases for the User Acceptance Testing (UAT) and validation.
  • Fulfilled gaps identified during this translation process to meet High-Level Business Requirements.
  • Created SSIS packages to load data from Oracle to Sql Server using various transformations in SSIS.
  • Provided work status reports to Supervisor and Project Manager as required.
  • Used JIRA for planning, bug tracking, release and reporting.

Environment: Agile/Scrum Methodology, JIRA, Oracle SQL developer, HTML, MS Excel, MS Word, ALM Quality Center, WebEx, SnagIt tool, Admin Tool, eCT Tool, Rally UI, Beyond Compare Tool.

Business Analyst

Confidential, Waltham, MA


  • Prepared scope of the project and developed new business process along with process mapping and user task analysis.
  • Garnered information and knowledge on ICD 9 & 10 and HIPAA 4010/5010 as well as Developed the transaction process more accurate and real time regarding 837 including HIPAA compliance, and integrated the system with HL7 process.
  • Used Electronic Medical Record (EMR) to extract useful information regarding patients for claim submission to the insurance company.
  • Conducted JAD session with different teams like business side and technical side to identify and gathered high level requirements and evaluated the priority level on the basis of meeting discussions and comments on requirements.
  • Developed a vision plan that defined the primary goals and objectives of the project. Analyzed User Stories and segregated them into high level and low level.
  • Prepared product backlog working with product owner and other SME as well as prioritized user stories and assigned to different sprints. Facilitated daily stand ups and managed task board with User Stories and board as well as prepared and tracked Burndown Charts and Velocity Charts for timely delivery of projects.
  • Utilized corporation developed Agile SDLC Methodology. Used Scrum Work Pro and Microsoft Office software to perform required job functions.
  • Experience in designing and defining User Interface requirements and visual patterns by creating Wireframes, Screen Mockups, and Story Boards.
  • Strong understanding about user interface (UI) and user experience (UX) design principles and users centered methodology.
  • Developed user guides, provides user training, and supported the users in development of work processes.
  • Worked with offshore underwriter team who was verifying the healthcare claims before submission to different insurance company.
  • Maintained Change and Traceability Matrix throughout the project keeping track of the scope, timelines and budget of the project as well as collaborated with development team to determine the security access and its tracking to ensure privacy of end-users.
  • Wrote various SQL queries to create, update, modify tables, create reports, and retrieve information from the database.
  • Designed SSIS Packages to extract, transfer, load (ETL) existing data into SQL Server from different environments for the SSAS cubes.
  • Created application specific Test Plans and Test Case to support User Acceptance Testing (UAT).
  • Provided weekly status updates to project stakeholders on the progress of project development activities.
  • Supervised the working of EDI
  • Worked with development team to create advance claim submission process for Medicare and Medicaid patients as well as EDI transaction such as 837 (P, I, D), 835, and 276/277.

Environment: Agile, MS Project, MS SQL 2008, Windows 2000/XP, HPQC, HTML, MS Visio, MS SharePoint, MS Office Suite.

Business Analyst

Confidential, Hudson, OH


  • Gathered requirements by conducting Meetings and Brainstorming sessions with End Users and SMEs, and document them.
  • Extensively involved in Data Modelling, Data Mapping and Logical Data Modelling.
  • Created Class Diagrams and ER Diagrams, and used SQL queries to filter data.
  • Performed GAP Analysis of the processes to identify and validate requirements.
  • Identified/documented data sources and transformational rules required populating and maintaining data warehouse content.
  • Created Use Cases, Activity Diagrams, State Chart Diagrams, Sequence Diagrams, and Collaboration Diagrams thus defining the Data Process Model and Business Process Model.
  • Involved with all the phases of Software Development Life Cycle (SDLC) methodologies throughout the project life cycle.
  • Applied UML notations and methodology in developing models that accurately represented the business process and workflows and clearly communicate them to the Stakeholders.
  • Facilitated JAD sessions involving the management, development and user teams for clarifying requirements and facilitating better communication.
  • Coordinated and prioritized outstanding defects and enhancement/system requests based on business requirements, allowing sufficient time frame to ensure accuracy and consider deadlines.

Environment: Agile, MS Project, Windows 2000/XP, MS Visio, MS SharePoint,

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