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Financial Business Analyst Resume

Wilmington, DE


  • 7+ years of experience as a Business Analyst and Technical Consultant in large enterprise environments at global corporations.
  • Experience in System Analysis, Business Analysis and Data Analysis in Financial & Banking environment.
  • Complete knowledge, understanding & experience in Software Development Life Cycle (SDLC) i.e. Agile(Scrum), RUP & Waterfall Methodology.
  • Experience with Data mining and Data ware housing
  • Developed Programs in SAS base, Used SAS for extracting data from multiple data bases using Pass through SQL.
  • Experienced in conducting GAP analysis, User Acceptance Testing (UAT) and user training across different types of projects
  • Experience as JAD (Joint Application Development) Facilitator and Meetings Coordinator ensuring any enhancement, changes
  • In depth knowledge of RUP’s Iterative Software Development Life Cycle (SDLC) process and Agile Software Development.
  • Strong Knowledge in all phases of Software Development Life Cycle (SDLC) and involved in the full lifecycle of Data Ware house projects like Data Modeling, ETL Logic & Reporting.
  • Expert in MS SQL Server BI components, Integration Services (SSIS), Analysis Services (SSAS) and Reporting Services (SSRS)
  • Experience in iterative Software Development Life Cycle (SDLC), Project management life cycle (PLC) and software development methodologies such as Agile and Waterfall
  • Documentation, coding and implementation including but not limited to Databases, Reporting, Data Warehouse, Data Modeling and ETL Design Applications.
  • Experience in data transformation, data mapping from source to target database schemas and datacleansing procedures using Informatica Power Center and SSIS.
  • Excellent skills in gathering Business requirements, facilitating Joint Application Development (JAD) sessions, developing User stories, Acceptance Criteria, creating Business Requirements Document (BRD) and System and Functional Requirement Specification (SRS and FRS) documents
  • Expert in MS SQL Server BI components, Integration Services (SSIS), Analysis Services (SSAS) and Reporting Services (SSRS).
  • Designed the ETL system for populating the Data warehouse from the operational DBMS
  • Expert at applying the UML methodology in IT analysis and writing business use cases, activity diagrams, state - chart diagrams and sequence diagrams in the form of UML Diagrams
  • Proficient in developing test plans, writing test scenarios and conducting User Acceptance Testing (UAT), developing and maintaining quality procedures ensuring appropriate documentation
  • Expert at enterprise business process modeling tools like MS Visio, MS Project and good working experience using Jira and SharePoint
  • Experiences in defining ETL processes for SAS, data mapping, data validation.
  • Skilled in performing Gap analysis and Impact Analysis by identifying existing technologies, documenting the enhancements to meet the end-state requirements
  • Experience in writing SQL queries and knowledge of Data ware houses
  • Have extensively worked in developing ETL for supporting Data Extraction, transformations and loading using Informatica Power Centre.
  • Led and conducted Joint Application Development (JAD) sessions with Subject Matter Experts (SME) to extract & understand business objectives
  • Designed the ETL processes using Informatica to load data from Oracle, SQL server, XMLs, Flat Files, Excel files and SFDC to staging database and from staging to the target Data Warehouse database.
  • Good Experience in Data analysis, data extraction using SQL.
  • Knowledge in Data warehousing Concepts in OLTP/OLAP System Analysis and developing Database Schemas.
  • Experience in management of requirements throughout the SDLC.
  • Working knowledge of Cicso networking hardware, Windows, Linux, Microsoft Windows Server, and
  • Strong knowledge of data networks and communications
  • Experience in Software Analysis & Design, Gathering Functional and Business Requirements, User Interface Specifications, Technical Design, writing Test Cases and Test Plan.
  • Expert in MS SQL Server BI components, Integration Services (SSIS), Analysis Services (SSAS) and Reporting Services (SSRS).
  • Possess excellent interpersonal skills, effective written & oral communication, and presentation skills.


Software Development Methodologies: JAD, AGILE, RAD, Waterfall, RUP, UML.

Testing Tools: QTP, WinRunner, Load Runner, Mercury Suite, Rational Suite.

Management Tools: MS-Project, Rational Requisite Pro, Rally

Applications: Rational Rose, MS-Visio, MS Excel, MS-PowerPoint, MS-SharePoint

Languages: SQL, Java, VB Script, .Net, HTML, XML.

Defect Tracker: Application Life Cycle Management, Rally, Quality Center, Test Director.

RDBMS: SQL Server 2005/2008, Oracle 9i, MySQL 4.0.16, TOAD, DB2, IMS-DB.


Confidential, Wilmington, DE

Financial Business Analyst


  • Systematically streamlined all Scrum processes for both teams via the use of Rally's Agile Management Tool.
  • Documenting all requirements gathered in JAD sessions into Business Requirement Document (BRD) and Functional Requirement Document (FRD).
  • Involved in developing financial models to include components like ROI, IRR and profit-loss measures.
  • Application of capital budgeting techniques like IRR, NPV for determination of project feasibility.
  • Compose charts and investment commentary summarizing all private equity fund-of-funds performances such as ROI, IRR, NAV, and other multiples on monthly, quarterly, or annual bases for marketing materials, client reports, and reports to senior-level management.
  • Implementation of a portfolio rebalancer/order management system by interfacing to broker trading, DTCC, SWIFT and reconciliation systems.
  • Responsible for scoping and planning requirements gathering phase definitions and identifying potential source systems and dimensions.
  • Performed GAP analysis, impact analysis to check compatibility of the existing system infrastructure with new business requirements and suggested methods to overcome them
  • Analyze Financial Models, calculate NPV, IRR and DCF for proposed business models
  • Worked with FAs to retrieve and set up benchmarks like BEY, EAR, Expected Return, Market Risk, Sharpe Ratio, NPV, IRR, etc.
  • Worked with Business Units Executives in building monthly and quarterly budgets and forecasting expenses and losses related to Loss Events in the future.
  • Developed use cases, process flow diagrams (as-is/to-be flows) and UI mockups/wireframes to represent business requirements.
  • Worked extensively on MS Access and Excel to generate reports and manipulate data to research for any errors like duplicates and missing information.
  • Designed and built the mutual funds trading system supporting all trading accounts and their daily reconciliation -calculated daily NAV and weighted price averages for retirement clients.
  • Worked with accountants to write specification on NAV, local/base MV, P/L, Cr/Dr, etc. to prepare performance reports, trial balances, and financial statements.
  • Interview business area experts asking detailed questions and carefully recording the requirements in a format that can be reviewed and understood by both business and technical people
  • Performed GAP Analysis of business rules, business and system process flows, user administration, and requirements.
  • Performed requirements modeling and develop analysis diagrams, activity diagrams, sequence diagrams, state diagrams, data models, and use-case realizations using RUP tools in Agile/Scrum.
  • Performed GAP analysis, Process Mapping and Data Structure Diagramming
  • Conducting JAD Sessions to resolve open issues, change requests so that the application meets the business requirements and dead lines
  • Utilized SQL Server Management Studio to profile data attributes across several potential source systems.
  • Worked on Microsoft Dynamics CRM and contains the knowledge of all the functionality and customization of it.
  • Reviewed and approved the new access requests for Oracle General Ledger and Hyperion Financial Management
  • Verify all market prices were processed correctly on the general ledger every month.
  • Managed transactions & IRR valuation on alternative assets and TWR valuation on various investments.
  • Managed projects with technical teams on projects to increase the IRR of the portfolio
  • Responsible for coordinating the production of risk analysis and reporting. Design reports, dashboards, and presentations according to department guidelines.
  • Prepared use cases defining the user entitlement process and new interfaces.
  • Responsible of establishing and maintaining relationships with Line of Business risk partners to facilitate information flow between the executive mgt. and risk team.
  • Co-authored detailed Business Requirements Document and Functional Specification Document
  • Create subsequent release work flow diagrams.
  • Designed and managed Monthly Credit Card payment database, generating over $3.6 million in revenue.
  • Conducted highly interactive JAD sessions with project stakeholders to identify and resolve issues. Ensured consensus between Line of Business and IT Teamsa
  • Closely worked with QA team in delivering detailed Test Plan, Test Cases and Scripts. Highly involved with unit testing, system testing and integration testing.
  • Coordinated User Acceptance Testing (UAT), developed and maintained quality procedures and ensured that appropriate documentation was in place.
  • Identify source systems, their connectivity, related tables and fields and ensure data suitably for mapping
  • Generated reports using Crystal Reports.

Environment: SDLC, UML, User Count Tool, ETL, Rational Tools Suite, SAAS, SSIS, SQL, ServiceNow, WMB, MS Project, Basel, MS Office, Windows XP, SQL.

Confidential, Phoenix, AZ

Business Analyst


  • Conducted JAD sessions to solicit requirements from program sponsors, stakeholders and different lines of business team leads for AZ DOT.
  • Created and maintained Business requirements document (BRD), Uses Cases, Functional Specifications, Technical Specifications and Design Specifications using Case Complete.
  • Developed Request for Proposal (RFP) and Contract documents for bidding process.
  • Followed state procedures and policies and assisted Contract Administration throughout procurement process.
  • Fixing up stake holder meetings and end user meetings for JAD session and creating user profiles
  • Analyze various data sources such as SQL server, Oracle, Access databases, DB2, Flat files etc. and identify potential source systems for projects.
  • Assumed the role of Project Manager and developed timelines, managed tasks, activities and resources using Project Portfolio System (PPS), identified and mitigated risks and developed project presentations.
  • Developed communications plan and RACI matrix resulting in increased capacity through well-defined accountability.
  • Presented to stakeholders during monthly sprint conclusions as part of the System Development Life Cycle (SDLC)
  • Created user interface (UI) design and user experience (UX) for iOS and Android app based on requirements using wireframes and mockups.
  • Worked with developer in creating informative user centric app.
  • Act as a liaison for AZ DOT and vendor and coordinated project implementation activities with vendor.
  • Communications - Manage inter and intra-project communications and status reporting; Interface with Business owners for deliverables management; Interface with senior management on project status, risks and issues.
  • Conducted GAP analysis to derive requirements for existing systems enhancements and created workflows and process flows to highlight the changes
  • Introduced Agile and RUP methodologies to reflect liquid nature of front-office, improving time-to-market.
  • Gathered Business Requirements from customer and prepared Technical Design documents
  • Research, analysis, prototyping and validating of mobile apps for click and collect functionality.
  • Translated Requirements to the offshore (India) development team and also walked them through the design diagrams.
  • Created Use-Cases and Business Use-Case Model after accessing the status and scope of the project and understanding the business processes.
  • Designed wireframes and web page mock ups using modeling tools.
  • Developed UAT test plans, test scenarios, test conditions and test cases based on business requirements and functional/technical specifications and participated in UAT using Quality Center.
  • Change Control Process - Led the Change Control Process for changes submitted for the BRD once the document was submitted to IT department.
  • Defined and validated the missing data elements and potential source systems across multiple business channels
  • Implemented Waterfall Model of SDLC process customized according to the company standards throughout the life cycle of the project
  • Gap analysis of management reporting needs supporting project prioritization
  • Analyzed data using Oracle SQL server queries for reporting on-time performance.
  • Worked with IT to resolve issues and clarify Business Requirements from the Business Owners.
  • Proactively identified opportunities for process improvement and cost savings and delivered detailed recommendations to senior decision makers.
  • Involved in modules which provide rob
  • Generated reports using Crystal Reports.

Confidential, New Jersey

Business Analyst


  • Expertise in understanding the business and functional, non functional requirements.
  • Gather requirements from application users, process team and service owners and translate into functional and non-functional requirements.
  • Conducted JAD sessions with Business Banking and Consumer Banking for the full integration of all requirements in the BRD, FRD and NFRD
  • Worked as a Business Analyst for multiple module wise development teams. The project followed full project life cycle as per the SDLC specifications using MS Project.
  • Created Test Plan documents by reviewing functional requirements and solution descriptions.
  • Perform due diligence to understand the existing framework of the various applications.
  • Gathered the functional requirements and created the vision, scope, and other artifacts during the inception phase of the project.
  • Acquired strong understanding of investment banking and knowledge related to fixed income, derivatives (ex - cash flow analysis, stocks, bonds, mutual funds, call options, put options, front-loading, back-loading etc).
  • Participated in business requirement definition workshops along with client SMEs and analysed the GAP in the new product.
  • Excellent SSIS working knowledge and used extensively for ETL purposes and automation.
  • Defined the business process models and milestone deliverables for the various phases of the project.
  • Created workflows, use case diagrams, activity diagrams, and sequence diagrams.
  • Documented and delivered the signed - off business requirements document (BRD) for the commencement of coding.
  • Worked on daily basis with lead Data Warehouse developers to evaluate impact on current implementation, redesign of all ETL logic.
  • Conducted Joint Application Development (JAD) sessions with stakeholders throughout SDLC to resolve open issues.
  • Worked with QA team to design test plan and test cases for System testing and User Acceptance Testing (UAT).
  • Interfaced with business users to prepare and update Business Process Requirements (BPR) and Software System Requirements (SSR).
  • Performed GAP analysis of business rules, business and system process flows and requirements.
  • Documented and maintained the business rules catalogue.
  • Created SQLs to analyze the data pattern to accommodate the various business scenarios.
  • Liaised with business SMEs, development team and QA teams.
  • Created induction manuals for training new joinees
  • Created SRD (System Requirements Doc) to facilitate the ETL team to develop their SDS (System Design Specification doc).
  • Updated System Change Request (SCR) forms for enhancements or change requests and implemented version controls across all impacted documents.
  • Traced test cases and functional specifications to System Specification Requirements.
  • Developed the ETL mappings in PL/SQL via packages, stored procedures, functions, views and triggers
  • Reported the status, metrics, risks, issues and mitigation plan to various stake holders of the project.
  • Performed Regression testing, Functional testing and User Acceptance testing.
  • Executed scripts to load the source files into the system using UNIX.
  • Profiling/Reviewing data from potential source systems
  • Utilized shared IT resources and implemented SQL database technology to validate IVR events.Validated the data in the system & the source files using SQL queries.
  • Attended daily status meetings, go no-go meetings.
  • Identified defects and logged defect using Quality Center/Quality Center.
  • Attended defect meetings and tested production defects.
  • Generated reports using Crystal Reports.
  • Used SQL queries to filter data within the SQL Server.

Environment: Windows XP/7/8, MS Word, MS Excel, Agile, MS outlook, ETL, MS PowerPoint, MS Project 2010, MS Visio, Rational Rose, SQL Server, SSIS, SSRS, SSAS, MySQL, Load Runner, Quality Center

Confidential, Sacramento, CA

Business Analyst


  • Gathered requirements by meeting and interviewing stakeholders with the purpose of defining and scoping the project
  • Conducted GAP analysis to derive requirements for existing systems enhancements and created workflows and process flows to highlight the changes
  • Documented requirements from Business Requirement Document and transferred them into technical terms into the Functional Requirement Document (FRD)
  • Designed user interface for university web portal.
  • Responsible for scoping and planning requirements gathering phase definitions and identifying potential source systems and dimensions.
  • Monitored projects through the SDLC process using the Agile/SCRUM methodology
  • Worked with technical, design, business and editorial staff to create site specific applications.
  • Performed technical reporting to the project management team.
  • Modified and updated content of the website as per client need and request.
  • Evangelized the benefits of Scrum to ensure its smooth adoption
  • Participated in Technical Discussions to provide scalable solution for the Project.
  • Worked extensive Technical teams and coordinated the documentation pertaining to specifications, Design and Testing Reporting
  • Played an active role in performing of Gap Analysis and its documentation.
  • Wrote SQL queries and tested front end developed data in the databases.
  • Generated bug reports & defects in site into JIRA Bug tracking database.
  • Performed quality testing and assurance for SQL servers.
  • Responsible for planning, directing and coordinating projects from initiation through to implementation
  • Lead cross-functional project teams and works with Business Analysts/partners to determine and translate
  • Business requirements into technology solutions
  • Responsible for managing project costs, resources, change requests, risk and issues to ensure that maximum
  • Business benefit maintained as well as provision of regular project status updates
  • Develop high-level project plans and ensures that the scope and approach are fully understood by all stakeholders
  • Negotiate and influence cross-functional teams to ensure appropriate resourcing levels are engaged and maintained throughout the course of the development life cycle.
  • Working knowledge of HTML, CSS, Javascript, SQL servers, SSH and VM configurations.
  • Create effective presentations and communicate information in a clear and concise way to the business users and technical staff.
  • Resolved system issues as they relate to database errors, report applications and system output.
  • Prepared weekly status reports and participate in weekly software/project meetings.
  • Prepared the Business Workflow using MS-Visio with input, output, and Pre and Post conditions.

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