SUMMARY:

• Dynamic and experienced business/data analyst professional with 12 years of diverse experience across multiple organizations in the banking & finance and IT industries including 6 years as a Business Analyst.
• My interpersonal skills have served me well by helping me convert ambiguous requirements into well - defined business requirements and functional requirement documents for business and IT teams to achieve desired outcomes.
• Consequently, my exposure to test scenarios and test cases has increased while collaborating between business and QA teams during UAT process.

TECHNICAL SKILLS:

Diagram modeling methodologies: UML, BPMN, Swimlane diagrams

SDLC methodologies: SCRUM, Agile, Waterfall

Requirement Management tools: RequisitePro RM, Caliber Author, Jira

BPMN tools: K2, Appian, Technical Requirements, Functional Requirements, Oracle Database analysis, MySQL server, ITIL service management process

Data modeling: Scope & project definition

MS Office: Visio, Access, MS Sharepoint

Data visualization skills: Power BI, Tableau

ERP systems PeopleSoft, SAS, Hyperion, SAP: FICO, U.S. GAAP & IFRS principles

Data Analytical tools: SnagIT, Wirify, Axure, Balsamiq

ADDITIONAL SKILLS:

Customer service focus with active participation by listening, asking questions, verbalizing and confirming.

Ability to multi: task yet prioritize tasks without losing focus on delivery.

Clear verbal, oral and written communication methods for all complex ideas.

Analytical thinking and problem: solving skills.

PROFESSIONAL EXPERIENCE:

Confidential, Baltimore, MD

Business Analyst II (Finance)

Responsibilities:

• Facilitated JAD sessions with internal and external stakeholders to mitigate against unforeseen conflicts of interest in Agile SDLC environments.
• Elicited requirements using interviews, surveys, document analysis and meetings to understand business requirement and existing systems.
• Successfully liaised between the external technical team and the credit department to obtain detailed business, functional and end user requirements as well as business rules in developing robust online marketing site.
• Proficient in creating UML models to visualize system design and business processes using BPMN, swimlanes, Process flow diagrams in MS - Visio.
• Created visual dashboards with technical visualization tools such as Tableau and Power BI to extract financial data, trends and model projections showing alternate (reduced) variable costs .
• Project member of a related engagement that transformed view of assets by integrating Fidelity Money Manager software API to credit application systems, enabling business unit to improve loan decisions by 25%.
• Worked independently to prepare User stories, Use cases based on project stakeholders and user requirements using Caliber Author, Jira while consistently communicating with QA & IT developer.
• Developed User stories, Use cases for system upgrades in Agile & Waterfall environments, analyzing AS-IS system for each application, to identify a cost effective and efficient TO-BE state.
• Documented business processes related to project risks and controls that would impact the business unit.
• Created Business Case documents explaining proposal for a more integrated, targeted online marketing strategy based on account balance which would increase customer loan applications by 32% through a customer-centric e-commerce platform.
• Daily research and collation of data to analyze possible trends from various ERP systems, using SQL to retrieve financial data for senior management analysis.
• Conducted individualized user acceptance testing for each department affected by migration to new systems.

Confidential, Baltimore, MD

Business Analyst (Data)

Responsibilities:

• Worked on team that redesigned ITIL service management using historical data in RDBMS, earning the company $15 million more in revenue by using a unit cost, gross and net revenue model for each class of service agreement.
• Collaborated on creating and updating data dictionary mapping from Database to User Interface for the internal web content team.
• Mined and modeled data using Tableau for the application and design teams to upload into historical financial statement section of website.
• Collaborated with stakeholder groups across business units to ensure technology alignment. Proposed solutions meeting defined specifications in Agile environment using wireframes and prototypes.
• Analyzed and wrote SQL queries in each database environment e.g. MySQL server, Oracle server.
• Investigated and conducted study on forecasts, demand and capital for the Banks’ products.
• Responsible for effectively communicating and collaborating with external and internal clients to analyze information needs and functional requirements for delivery of the systems artifacts in Agile environment (FRD, BRD, Use Cases and GUI designs).
• Collaborated with subject matter experts and developers to determine requirement specifications, establish the technical vision and analyze trade-offs between usability and performance needs.

Confidential, Baltimore, MD

Senior Investment Advisor Representative

Responsibilities:

• Provided financial advice to assigned list of clients while also gathering over 200 more clients for investment and insurance solutions.
• Managed client portfolios worth a total $100M in investment assets through wealth management investment strategies.
• Provided top-level customer service and managed client expectations consistently using life & disability insurance, mutual funds, equities, fixed-income, structured products etc.

Confidential, Baltimore, MD

Financial Advisor

Responsibilities:

• Team-based financial advice, serving as junior advisor on a Chairman’s Council Financial Planning team.
• Utilized expansive and knowledge in financial planning strategies to serve clients by discussing wealth management, insurance, investments and financial plans.