SUMMARY:

• Business Systems/Process Management Analyst with extensive experience in transforming business operations and business architectures.
• Skilled in dealing with financial elements including assets, liabilities, cash flow, risk.
• Worked with multiple cash application groups and fixed income products.
• Experienced in quantifiable improvement of enterprise outcomes and well - understood value metrics. Approach utilizes Six Sigma and Business Process Management (BPM) methodologies.
• Experience conducting brainstorming sessions to decide upon the Process definition standards on Appian.
• Collaborated with impacted business members/teams to revolve or identify issues with involving Bloomberg and downstream systems.
• Proficiency in Business Process Management with expertise in Appian BPM Suite (Version 7.5).
• Hands on experience in Conversion from Plain Text to ISO 20022 format in Funds Transfer System.
• Experience meeting with other teams regularly to help them integrate their glossaries into Confidential Information Governance Catalog.
• Experience Working on client’s Asset & Wealth management global fund data repository.
• Expertise in using Rational tools for creating use cases, version control, and defect tracking and monitoring and used the Rational Unified Process (RUP) methodology in all areas of the software development life cycle (SDLC).
• Expertise in using Microsoft Visual Studio Team System for requirement management and work item tracking.
• Proficient in Technical and Business Writing, Business Process Flow, Process Diagram, Business Process Modeling, Business Analysis and Testing various methodologies.
• Experienced in conducting Requirement Analysis, Use Case Design, Designing Test Plans and developed database schemas based on the logical models.
• Experience with designing and verifying databases on Oracle and SQL Server RDBMS using Entity-Relationship Diagrams (ERD).
• Good experience of working with the QA methodologies and processes.
• Experienced in writing SQL queries and reading Stored Procedures.
• Proficient in developing and executing Test Procedures, Test plans, Test scripts, test result validation, performing functional, usability, stress testing and ensuring that the software meets the system requirements.
• Experience in development methodologies like RUP, SDLC, AGILE, SCRUM and Waterfall
• Ability to gather business and Technical Requirements from both formal and informal sessions utilizing a variety of software methodologies including, Use Cases and the Rational Unified Process.
• Experience working as Joint Application Development (JAD) facilitator and meetings coordinator with excellent interpersonal skills.
• Experience with Data Analysis using Oracle as a backend and TOAD as the querying interface.
• Performed Gap Analysis to check the compatibility of the existing system infrastructure with the new business requirements.
• Expertise in broad range of technologies, including business process tools such as Microsoft Project, Primavera, MS Access, MS Visio, technical assessment tools, Data Warehousing concepts and web design and development.
• Working knowledge of implementing software development projects using methodologies such as Waterfall, Rational Unified Process, Agile/Scrum.
• Expertise and complete understanding of QA Life Cycle, which includes Designing, Developing, Execution and Documentation of the Test Cases, Automated Test Scripts and Test Plans.
• Expertise in data driven testing and setting parameters with the Performance Session Scripts.
• Expertise in Database Administration of Test Environment Databases, Data Pools and identifying the performance issues due to inefficient Database Administration.

PROFESSIONAL EXPERIENCE:

Confidential, Kansas, MO

Sr. Business Analyst

Responsibilities:

• Managed the responsibilities of the BPM portfolio organization with Reconciliation, Enrollment and Claims organization. Prioritizing portfolio elements based on business objectives.
• Provided governance on the utilization of agile Requirements Solution methodology applied to organization's development programs.
• Reporting to Asset & Wealth Management CTO and Director of Enterprise Data, collaborated with business stakeholders from discovery till implementation to enable Business Intelligence capabilities.
• Helped gain real-time visibility on business operations and receive continuous feedback loops to improve process performance using Appian BPM suite.
• Implemented multi asset front desk trade BI reporting (Trade Blotters) from enterprise investments data warehouse to facilitate understanding of risk exposure. This involved analysis of reporting needs and multiple inbound market data sources (Bloomberg, etc.) for information on portfolios, fund positions, trades, transactions and valuations.
• Worked with data feeds (Price extraction, Accred Interest) from several data vendors including Bloomberg and Reuters for market & reference data management.
• Analyzed more complex Confidential issues and provided recommendations to ensure compliance and risk reduction.
• Design and implementation of the process in Appian, implementation of UI, Rules, and CDTs in Appian.
• Provide timely and efficient front office production support for the core portfolio management system/trading application (Stocks/Equities, Bonds, FX, Money Market, Fixed Income, Structured Products, Options, Deposits, Loans).
• Involved in flow diagrams using Visio, interpretation of complex flow shapes for business scenarios
• Implementing workflows in Appian.
• Worked with the content management team on display of content on BOL pages.
• Helped develop requirements optimization tool to select high priority requirements based on multi-criteria (variables).
• Interact with internal and external employees to resolve issues related to the access/modification/removal to Sail.
• Supported development program providing Business Monitoring Activity (BAM) capability.
• Developed requirements and specifications, re-mapping internal system, processing legacy file received in ISO15022 to processing XML message in ISO 20022 format, modernizing process and adapting retirement of ISO15022 file.
• Deploying standardized agile process procedures to encourage team behavior changes.
• Define participation by various roles of departments or staff with a RAM - Responsibility Assignment Matrix or Matrix RACI - Responsible, Accountable, Consult and Inform.
• Business Security Administrator for Appian Sail business process management (BPM) software.
• Involved in Testing by using SQL and work with QA together to develop test Scenarios and test cases.
• Assisted the PM in setting realistic project expectations and in evaluating the impact of changes on the project plans accordingly and conducted project related presentations.
• Provided support and maintenance when the application was developed to convert the transaction messages transferred in plain text to 'ISO 20022' format, the ISO Standard for Financial Services Messaging.
• Prepared Business Requirement Documents ( Confidential ’s) after the collection of Functional Requirements from System Users that provided appropriate scope of work for technical team to develop prototype and overall system.
• Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams, and OOD using UML.
• Work alongside the Project Manager to create various Project Scope Documents for future Releases.
• Assist in the definition of project scope and objectives involving all relevant stakeholders and ensuring technical feasibility.
• Ensure that the tasks related to each project are completed in a timely manner.

Environment: - BPM, Appian, Agile, Microsoft Windows XP Professional Service Pack 2, Bloomberg, Confidential ODM, Oracle 11g Database Enterprise Edition, Websphere Application Server 4.3.0, Oracle SQL Developer 2.1.0.63, HP Application Lifecycle Management ALM 11,, Oracle SQL, WINSCP.

Confidential, Winston-Salem, NC

Business Process Analyst

Responsibilities:

• Involved in multiple discussions with the lines of business during requirements gathering.
• Handled Business Process Definition (BPD) design improvement of the end to end process flow.
• Played the role of BPM technology specialist in a pilot automation project in BPM area.
• Mapped all core processes on Confidential Blueworks Live and found improvement opportunities to streamline the process and remove the waste.
• Conducting multiple massive data reviews and systems process flow scenarios to ensure all relevant securities bond offerings (over 600) were properly executed and listed for ERISA requirements and qualifications within the offering memorandum via Bloomberg and in-house proprietary systems.
• With Confidential Operational Decision Manager (ODM) enabled business-rules decisions such as business action language rules, rule flows and decision tables to be authored and edited using Microsoft Office.
• Interface with bond brokers and investment strategy teams and other stakeholders to ensure proper audit details.
• Diagnosis reports with SWOT - Strength, Weaknesses, Opportunities and Threats.
• Utilized Bloomberg terminal to monitor information data feeds.
• Interacted with client to analyze the business logic for report generation, created Teamworks tracking groups to capture important process data at important milestones of the process.
• Implemented changes for knowledge-based rules and initiated actions across transactional and process-oriented business systems using Confidential ODM.
• Optimized and automated manual business processes; increasing business efficiency by 70%. Key areas include sales fulfilment, underwriting, settlements and assets data warehouse.
• Supported development of sequences, synonyms, stored procedures, SQL scripts.
• Actively participated in the design of application database, external system database for User assignment requirement.
• Regularly arranged meeting with the business and handled multiple playbacks of the application.
• Involved in the design of Teamworks coaches, Human Services, General System services, Integration services.
• Involved in improvising existing object modeling.
• Analyzed the scope of catching in the various data services used in existing system and implemented it.
• Handled fixing of defects during the development process and involved in the enhancements in some development areas suggested by customer.
• Managed and implemented 5S, Kaizen, Kanban, and Versatility tools as part of the continuous improvement process.
• Involved in analysis for wide range of Six Sigma and Web-based initiatives, including user requirements.
• Involved in code and design reviews for development done by team.
• Responsible for deploying the application in multiple environments (Dev, Test and QA environment.
• Responsible for knowledge transfer to the development team.
• Took training sessions on latest standards, Shared Frameworks and components.

Environment: - BPM, Appian, Agile, Microsoft Windows XP Professional Service Pack 2, Bloomberg, Confidential ODM, Oracle 11g Database Enterprise Edition, Websphere Application Server 4.3.0, Oracle SQL Developer 2.1.0.63, HP Application Lifecycle Management ALM 11,, Oracle SQL, WINSCP.

Confidential, Tampa, FL

Busines Analyst (Support)

Responsibilities:

• Provide support in developing BPM Reference Architecture with the BPM COE using Confidential Business Process Manager 8, (Integration Designer, Process Center, and Process Server) and Confidential Business Monitor 8.
• Validated daily transactions in foreign and domestic currencies for portfolio management and trading.
• Developed BPM Reference Architecture using Confidential 's BPM Playback agile methodology.
• End-to-end client on-boarding project management accountable to Sales and Credit (specific to investment advisors and business owners).
• Used Project Charter, Process Flows, SIPOC, Pareto Chart, Root Cause Analysis and DMAIC Methodology.
• Used Six Sigma DFSS DMAIC methodology and tools for each stage of my process improvement projects, including Project Charter, Process Flows, SIPOC (Supplier, Inputs, Process, Outputs, Customer), Critical to Quality (CTG), Pareto Chart, Root Cause Analysis, Statistical Controls.
• On an Asset Lease Management product, devised action plan to enhance system features by analysing new business requirements.
• BPM Architecture, BAM, BPMN, Six Sigma. Developing BAM Reference Architecture for the BPM Practice using Confidential Business Process Manager 8 (Process Designer (Lombardi), Integration Designer, Process Center, and Process Server) Confidential Business Monitor 8 and Six Sigma.
• Provide BPM support oversight to ongoing projects.
• Demonstrated the practical side of Six Sigma methodologies- resulting in higher engagement from classroom participants and strong end-of-class evaluations.
• Co-lead the redesign of the Lean curriculum including eLearning, instructor lead, and assessment components.
• Owned Six Sigma Fundamentals class room and eLearning curriculums, as well as, assessments.
• Utilized a combination of Six Sigma and Lean tools to drive business improvements across several teams within the Credit Card and Debit Card business units.
• Leadership responsibilities included coaching both business process owners and Process Engineers in the use of Lean tools and concepts, as well as, facilitation of high impact Kaizen Events.
• Areas of focus included Banking Center Sales, Claims, Marketing, and Fulfillment; with a yearly productivity impact.
• Wrote PL/SQL statement and stored procedures in Oracle for extracting as well as writing data.
• Functional and Non-Functional Specifications Identification and Documentation - Confidential, Supplemental Specifications.

Environment: - BPM, Appian, Agile, Microsoft Windows XP Professional Service Pack 2, Bloomberg, Confidential ODM, Oracle 11g Database Enterprise Edition, Websphere Application Server 4.3.0, Oracle SQL Developer 2.1.0.63, HP Application Lifecycle Management ALM 11,, Oracle SQL, WINSCP.