SUMMARY:

• A highly competent professional with 12+ years of experience in the areas of Business Analysis/Data Analyst, Testing, project planning, Risk Management, Change Management, Automation & implementation, Transition Management & Operation Management.
• Versatile in Software Development Life Cycle(SDLC) methodologies including Agile, RUP & Waterfall Models of Project Management.
• Having complete exposure to Capital Markets, Core banking, Investment and Corporate Banking, PII & PCI domains in terms of Functional and Technical aspects
• Diversified experience in implementation of Business Intelligence and Data warehousing solutions in banking, finance, insurance domains sectors.
• Proficient in Requirement gathering techniques ranging from interviews, questionnaire, Joint Application Development(JAD) sessions, job shadowing to storyboarding and prototyping.
• Checking and validation of requirements in conjunction with the stakeholders.
• Tableau experience in Enterprise environment and Tableau administration. Hands - on experience in Data Visualization and storytelling.
• Experience with Unified Modeling Language(UML) diagram such as Use case, Activity diagram, sequence diagram, Data flow diagram and Deployment diagram using Visio & Rational Rose.
• Developed QA Test Plan and assisted QA team in system testing to ensure the new system satisfy all Users requirement.
• Expert in Data Analysis using various tools and SQL queries.
• Proactively communicate & collaborating with external & internal customers to analyze information needs and functional requirements, and deliver the following artifacts as needed BRD, FRD, Interface designs.
• Prepare AS-IS, TO-BE maps for process migrations.
• Hands-on experience with various reports like Root Cause Analysis (RCA) Report, Audit Report (Internal & External), Management information system (MIS) Report, Knowledge Database (KEDB) report, Key Performance Indicator (KPI) Dashboards Report, Weekly Report, Governors Report and other management reports.

TECHNICAL SKILLS:

Environment: JIRA, Fiserv, PII &PCI standards, Desktop

Databases: Informatica, SQL Server, MS Access

Methodologies: Waterfall, Agile, Scrum, JAD, RUP

Dashboard Tools: Tableau 8.x, 9.x, Hadoop (HDFS, Hive, Pig)

Other domain tools: Saving Information Repository Database (SIR), Rational Rose, BloombergMosiki (Reconciliation tool), Actuate (Reporting tool), GoSystem, Summit, On Demand. MIS3, DB VALS, GDD2, ADP, ICI IMPACT, Sentry, CMDW, Magellan, Gold, KONDOR. SIR DB, CLIPs, OneFPT.

Modelling Tools: MS Project 2013, Rational Rose, UML, MS Visio, Star Schema Modelling, Snow Flake Modelling

ETL Tools: Ab Initio, Informatica 9.1, Informatica Developer (IDQ), Metadata Manager.

PROFESSIONAL EXPERIENCE:

Confidential, Chicago, IL

Lead Business Analyst, Data Analyst

Responsibilities:

• Supported project releases, defects and enhancements as the projects rolled through the delivery process.
• Consolidate Trade Date and reconcile from across multiple settlement platforms like equity and bond market.
• Involved in creating Dashboards, reports as needed using Tableau Desktop and Tableau Server
• Experience in data warehousing and modeling techniques and procedures
• Involved in creating dashboards and reports in Tableau 8.1. Created report schedules on Tableau server.
• Creating users, groups, projects, Data connections, settings as a Tableau administrator.
• Proficient in designing techniques like Snowflake schemas, Star schema, fact and dimension tables, logical and physical modeling.
• Managed the implementation of BCP and DRP plans; Integrated security with SDLC Process.
• Resolve queries from the Desk, Settlements, Finance, Collateral, Margin Compliance, Legal and other areas in the firm
• Created Project Charter, High as well as Detail Level Functionalities, Business Requirement document, Use cases and UML Workflow diagrams for the trading and Fixed Income-based projects
• Completed analysis of the Equities process workflow for trading desks - interviewed trader, sales trader, middle office staff; customer support (ticketing and allocation), trade support
• Managed, documented and performed code review, code walkthrough Unit Testing, Integration Testing, User Acceptance Testing and Post Production Validation.
• The captured as-is process designed to-be processes and performs impact analysis
• Gathered and documented use Cases, Business Rules, created and maintained Requirements / Test Traceability Matrix Developed and updated by the functional use of objects and implements the business process modeling to explain the business requirements for development, QA and UAT teams

Confidential, Manhattan, NY

Sr. Business Analyst, Data Integration

Responsibilities:

• Prepared Business Requirement Documents (BRD's) after the collection of Functional Requirements from System Users that provided the appropriate scope of work for the technical team to develop a prototype, Use Cases, UML diagrams for the overall system and drafted traceability matrix document for the application.
• Performed analysis and presented results using SQL, SSIS, and MS Access, Excel, and Visual Basic scripts.
• Imported, exported and manipulated large data sets in multi-million-row databases under tight deadlines.
• Building, publishing customized interactive reports and dashboards, report scheduling using Tableau server.
• Ability to work in different database technologies including Big Data / Hadoop (HDFS, MapReduce, Hive, Shark, Spark, etc.).
• Experience in creation of scripts to manipulate files within HDFS is preferred.
• Created Tableau scorecards, dashboards using stack bars, bar graphs, scattered plots, geographical maps, Gantt charts using show me functionality.
• Interacted with users for verifying User Requirements, managing Change Control Process, updating existing Documentation.
• Worked on Agile/ SCRUM methodologies to monitor, steer and develop project objectives in finance applications.
• Worked with business owners (SME) in creating legacy data in MDM through IDD (Interface data Dictionary)
• Gathering requirements to create business rules, master data fallout rules, validations and regulations.
• Acted as Metadata owner in updating and maintaining the Legacy hierarchy.
• Excellent knowledge in creating security groups to define different MDM roles (Ex: Data Steward, MDM Analyst and Manager).
• Designed, implement, and document new information security architectures, technical control standards and risk analysis methodologies.
• Experience in creating AS-IS workflow of the system and to capture the current & future state assessments.
• Prepared graphical depictions of Use Cases, Use Case Diagrams, State Diagrams, Activity Diagrams, Sequence Diagrams, Component-Based Diagrams, and Collateral Diagrams and creation of technical design (UI screen) using Microsoft Visio and As-Is/To-Be documentation.
• Documented MDM requirements while conducting JAD sessions.
• Worked on maintaining wireframe diagrams, functional models, and process flows.
• Extensively involved in the business process modeling and development of Reporting Data Warehousing System, created screen mockups (UI) and prototypes.
• Gathered requirements and modeled the data warehouse and the underlying transactional database.
• Performed extensive data modeling to differentiate between the OLTP and Data Warehouse data models.
• Experienced in developing testing reporting application using ETL (Informatica) and Cognos Business Intelligence Suite with multiple data sources like Oracle, MS SQL.
• Documented and evaluated test cases/test results/feasibility study of ETL tool Informatica.
• Wrote Test Cases and UAT's for user registration, access to training material, and activity login reviewed the test cases and finalized.
• Defined the test criteria, project schedules and baselined the Test Plan with the help of project meetings and walkthroughs.
• Assisted to develop the Test Plan, Test Cases, and Test Scenarios to be used in testing based on Business Requirements, technical specifications and/or product knowledge.
• Conducted User Acceptance Testing, gathered and documented User Manuals and Business Rules.
• Identified Data warehouse and staging tables, Informatica workflows/mappings and tasks related to Finance data and customized Informatica mappings to load historical and migrated data.
• Developed strategic plan for information security risk management to meet regulatory requirements and audit recommendations for SOX compliance and ISO Standards.
• Handled solely to configure security access for users to PSCR application and AD groups.
• Worked with business owners, DBAs, and other stakeholders to determine the best approach to ensure security compliance on all regulated data.

Confidential

Business Analyst

Responsibilities:

• To understand the current system architecture and to identify the gaps. JIRA is the tool used for bug tracking, issue tracking, application develop and project management.
• Identify the functional requirements of the application by analyzing the tool.
• Maintaining the reference data in the central system, updating the identifiers, like CUSIP, ISIN, and ticker for equity, fixed-income, funds and derivative securities to support portfolio analytics.
• Verify and update the functional descriptions as per the mapping is done in the SIR tool.
• Analyze the flow of data from upstream applications to the downstream application via SIR database.
• Documentation of functional changes and mapping.
• Manage customer relationship by effectively communicating improvements frameworks; answering questions; resolving concerns and issues.
• Analyzing the SIR tool work in Production and also interact with other vendors of Nordea to understand how the overall system works in Nordea for SIR application.

Confidential

Transition Manager & Process Manager

Responsibilities:

• Did Process migration for 12 Hedge fund clients of 21 resources and awarded with Best Certified Transition Manager.
• Analyzed process improvement ideas, implemented to process which has resulted in revenue saving and bagged the Best Team Management and Best Team Lead award.
• Gathered and identified business requirements from the business stakeholders.
• Preparation of Business solution documents, Impact analysis and defect management.
• Responsible for delivery of Hedge fund reconciliation services, transactional systems to the State Street IFS (reconciliations are performed using Mosiki application and other internal proprietary applications).
• Preparation of Root Cause Analysis (RCA) report for the errors and Action plans.
• Ensure all aged exceptions pending resolution in Reconciliation application are reviewed and escalated in a timely manner.
• Perform various break analysis and reporting the risk exposure to the senior management.
• Managing overall project documentation, preparing the Procedure document and also updating it on a regular basis.
• Creating awareness for driving the projects and process improvements strategy; ensuring maximum operational efficiency.
• Perform process analysis, find an opportunity for improvement, liaise with various support groups and implement the change in the process.

Confidential, USA

Analyst

Responsibilities:

• Successfully completed various development releases without any impact.
• Got an understanding of the tax system of various US entities. Analyzing & documenting the Go-system application improvement requirements.
• Analyze functional test plans; develop control data, templates, and calculations to validate software features.
• Responsible for the testing of assigned projects for various Income tax products.
• Prepare and assist in preparing simple to complex federal and state US tax returns - C Corporations, S Corporations, and Partnerships - including extensions and estimates.

Confidential, NY

Business Analyst, Work Flow Tool - Automation

Responsibilities:

• The same tool also extended for other regions like Amsterdam, London, Paris trade confirmations.
• Gathered and identified business requirements (BRD) from the business stakeholders.
• Analyzing the risk involved with the change in process on the implementation of the new tool.
• Managed all the requirements (Business Use Cases and Functional Specifications, making requirements available to all team members and maintained between requirements, design and test cases.
• Reviewing and writing Test Cases from available requirements & verifying test data.
• Involved & assisted team in Test Designing & Test Execution.
• Status reports and follows up on queries from Client.
• Participate in JAD sessions with system architects, technical teams and other stakeholders for open and pending issues.
• Participate informal sessions with the development team to make sure that design and configuration meet business requirements.
• Training the end users on the new workflow tool and also train and mentored IT security and compliance professionals; designed security awareness training programs.

Confidential, NY

Process Supervisor, Trade Confirmation & Risk Management

Responsibilities:

• Preparation of Trade Confirmation reports as per SOX requirement for various clients of Confidential Bank A.G. New York.
• Managed the large security, risk and compliance initiatives of SOX-404 IT.
• Reconciliation of trades like Derivatives, Securities, Repo/Reversal Repo, Prime Brokerage, Stock Loan, transactional systems.
• Maintaining Reference data, static data and verification of the data to adhere accurate data delivery to the different stakeholder.
• Serve as reference data expert in areas such as identifier corporate actions and assigning investment types of securities. Delivery of set targets with TAT and desired quality parameters.
• Preparation of MIS reports for various meetings. Collected and collated data and generated periodic reports and present the data for Global calls.
• Prepare and develop KOPs for the process.
• Monitor overall functioning of processes and conceptualized and implemented measures to enhance operational efficiency.
• Excellent interpersonal skills with the proven capacity to negotiate and influence, to diffuse, reconcile and remedy customer issues & escalations.
• Maintain efficient scorecards of staff's performance based on the productivity and quality.
• Ability to provide trade confirmations reports to Confidential Bank customers as per the regulatory requirement.

Confidential

Account Assistant, Audit Engagements

Responsibilities:

• Preparation of Audit reports for various entities. Assisting with the completion of audit engagements like proofing financial statements, tax returns, and other documents.
• Preparing financial statements, and management letters in accordance with professional and Firm standards.
• Prepared desktop procedures and check-list control for Audit confirmation.
• Become proficient in computer skills, including Microsoft Word and Excel.
• Able to define problems, collect data, establish facts, draw valid conclusions and present in a structured manner to a member of higher staff or client.
• Able to interpret an extensive variety of technical instructions and manage several abstract and concrete variables.