SUMMARY:

• Well - rounded 16+ years of diverse industrial experience in Business Analysis / Project Management in Wholesale International Treasury Management, Wealth Management Solutions, Finance Merger, Retail Banking, Accounts Payable, Cash Management Services and Actuarial Data Management Project.
• Solid understanding of Business Requirement gathering, Business Process Flow, Business Process Modeling, Business Analysis and Data Analysis, Mapping, Clean-up and Conversion
• Strong knowledge of SDLC, RUP, Agile methodologies and Project Life Cycles.
• Expertise in identifying, developing and documenting business and Functional Requirements Specifications (FRS), Software Requirement Specifications (SRS), organizing discussions and requirement elicitation sessions.
• Strong knowledge of constructing UML Diagrams, using IBM Rational Rose and MS Visio.
• Experience in writing Test Cases, Test Scenarios, developing Test Plans and conducting User Acceptance Testing, SWOT analysis, GAP analysis.
• Experience in Business Intelligence, Data Warehousing and Business Architecture.
• Significant exposure to Cross Cultural Diversity.
• Robust leadership skills that facilitate mediators and conflict resolution at levels of project management group.
• Excellent interpersonal skills with proven ability to develop strong relationships within the organization in order to coordinate project operations.
• Strong time management skills in handling multiple projects and deadlines under minimal supervision.

SOFTWARE KNOWLEDGE AND EXPOSURE

Operating Systems: Win 98 / 2000 / XP

Languages: C++, Java, J2ee, Visual Basic, RPG, Html

Modeling Tools: MS Visio, IBM Rational Rose, Smart Draw, Erwin Data Modeler

Documenting Tools: MS Office (Word, Access, Excel, PowerPoint), MS Project, Requisite Pro

Screen Capture and Image Editing: SnagIt

Database: MS Access, SQL, Oracle, PeopleSoft, BizTalk

Financial Systems: GLAS, STARS (Ledgers / Subledgers), CFRS, Hyperion ( Corporate Reporting Systems), SEM-PA (Reporting Systems), Accelerator, Axys, STP (Straight Through Process), FiServ, eBBS, SAM, Fifth Third, MMARS (Baseline Advantage), CMS, International Billing Hub (IBH), Customer Management & Reporting (CMR), Relationship & Profitability Management (RPM)

Testing Tool: Mercury Quality Center, Rational ClearQuest

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte, NC

Hybrid Lead Business Analyst / Project Manager

Responsibilities:

• Gather business requirements from multiple stakeholder groups, and Treasury and Swap Desk
• Develop Present and Future State Business Process Flows
• Document Risk Analysis, Project Charters and Business Requirements Document (BRD)
• Define and documents comprehensive UAT test scripts and expected results
• Help organize and drive BAU initiatives to completion
• Prepare Weekly/Bi-Weekly Status Deck for Business Stakeholders
• Prepare Project Plan , and keep track on Project Milestones and Deliverables
• Follow-up on Action Items and Risk/Issues

Confidential, Charlotte, NC

Hybrid Lead Business Analyst / Project Manager

Responsibilities:

• Interact with 21 various LOBs (Client Facing, Operations, Field Consultants) to understand their business needs
• Gather Business Requirements for Incident Referral Application for client facing teams to report any suspicious activities to the Client Investigation Unit (CIU) to place holds on transactions and/or securities, and manage the investigation lifecycle.
• Prepare Business Requirements Document (BRD).
• Perform extensive GAP analysis (from ‘As-is’ to ‘To-be’)
• Identify Issues and Risks and follow-up on Action Items to resolve the issues and mitigate Risks
• Develop Present and Future Escalation Process Diagrams.
• Lead on working with LOBs all across to update and/or create their Policy and Procedures, Job Aids, KE Pages to be in compliance with the new Escalation Process and Trusted Contacts as a result of FINRA 2165 implementation.
• Manage various documentations and artifacts in SharePoint.
• Prepare Project Plan, and keep track on Project Milestones and Deliverables.

Confidential, Charlotte, NC

Business Process Consultant

Responsibilities:

• Prepared Statement of Work (SOW), Detailed Project plan, etc.
• Facilitated Brainstorming and Interview Sessions with Back Office Ops/System’s User and Front Office/Account Executives to gather System’s and Business Requirements
• Prepared GAP Analysis (‘As-Is’ to ‘To-Be’) from System’s variances
• Wrote Business Requirement Document (BRD)
• Developed high-level Cross-Functional Business Process Diagrams (Present State and Future State)
• Distributed Weekly/Bi-weekly Project Status Reports
• Prepared Project Plan, and kept track on Project Milestones and Deliverables.
• Managed project artifacts adhering to standard Confidential project management methodologies and reporting techniques (Internal PM/QA Process )

Confidential, Charlotte, NC

Lead Business Analyst

Responsibilities:

• Worked closely with BE (Business Engagement) and LOB (Line of Business)
• Gathered Business and Systems requirements from LOB.
• Wrote Business Requirement Document (BRD) and SLD (System Logic Design)
• Analyzed, Researched and performed monthly Data Validation
• Performed extensive Data Mapping from ‘Source’ to ‘Target’ Application
• Worked on Gap Analysis (‘As-Is’ to ‘To-Be’) from system’s variances and Difference Analysis (‘As-Is’ to ‘To-Be’) from product’s and service’s perspective

Confidential, Charlotte, NC

Sr. Business Analyst

Responsibilities:

• Acted as a (hybrid) liaison between the business and IT technical resources while managing the project.
• Identified the actual source systems for 4000+ Data Elements identified by various products
• Streamlined the business process by automating the Data retrieval directly from the actual source systems by getting rid of the existing manual processes and other intermediary sources
• Gathered Business and Data Requirements, captured Business and Transformation Rules
• Prepared Business Requirement Document (BRD)
• Worked on comprehensive Data Solutions known as ‘ Data Catalog ’
• Identified the Critical Data Elements and prioritized them by any potential impacts (Financial, Regulatory, Decision-Making)
• Performed extensive Data Mapping from ‘Source’ to ‘Target’ Application, and Data Clean up
• Worked on Gap Analysis (‘As-Is’ to ‘To-Be’) from system’s variances
• Developed Project Plan in light of Business and Data requirements
• Facilitated, coordinated and managed meeting sessions with various Line of Business and Stakeholders
• Prepared Project Reports for management based on the weekly and monthly Status Reports
• Kept track on Project Deliverables and Milestones

Confidential, Jacksonville, FL

Business Process Consultant

Responsibilities:

• Worked collaboratively with a broad base of Relationship Managers (RM), International Treasury Management Sales (ITMS) and Operations groups in the Global Treasury Management and Account Analysis areas to document existing customer setups and coordinated changes to support go-forward setups.
• Focused on specific customer requirements via the relationship manager (RM) and ITMS to setup Global Billing and Analysis in a way that meets the Corporate Customer’s needs.
• Reviewed, analyzed and evaluated Business and Systems needs.
• Responsible for translating business requirements and documenting the current and future state
• Provided progress reports, pipeline status, and issued project updates.
• Conducted regular status meetings with the project team and communicated progress and/or issues to program project manager and management
• Ensured timely completion of project deliverables and resolution or escalation of issues .
• Managed project artifacts adhering to standard Confidential project management methodologies and reporting techniques

Confidential, Jacksonville, FL

Sr. Business Analyst

Responsibilities:

• Responsible for ‘Remediation Process’ as primary resource and ‘Exception Process’ as secondary resource.
• Facilitated meetings with Application managers / owners and LOB, guided and suggested them as a Subject Matter Expert (SME) for the Remediation and Exception Process.
• Performed extensive Data Analysis, Mapping, Clean-up and Conversion for the applications projected to retire / decommission.
• Extracted daily Remediation report and analyzed it.
• Developed Remediation and Exception process using MS Visio.
• Escalated to the right protocol, Raised any Issues for remediating the gaps identified with the Security Consultants.
• Lead on all the Action Items related to Remediation and Exception process

Confidential, Boston, MA

Sr. Business Analyst / Associate Project Manager

Responsibilities:

• Extensive walk-through on Massachusetts Management Accounting and Reporting System (MMARS) and Cash Management System (CMS)
• Primarily worked on the Project Areas that directly or indirectly impacted Accounts Payable Bureau (APB), which included Statewide Vendor Payment (Regular Check and/or Electronic Funds Transfer ( EFT) Disbursement and Cancellation Process, Float Fund and Investment ( Portfolio Accounting), and Accounts Reconciliation.
• Analyzed ‘Current Business Processes’ and ‘Proposed Future Business Processes’ (Solution Approaches) suggested by the Application Vendor CGI.
• Performed extensive Data Mapping and Conversion from CMS (Source) to MMARS (Target)
• Raised Issues and identified GAPS and Differences.
• Gathered the requirements / specifications for Procurement Card (similar to Credit Card), set-up the criteria based on the eligibility, and initiated and disbursed the monthly payments to the banking partner on behalf of the departments.
• Notified business architects of modified or new fields, tables, documents and reports to be added to the Data Warehouse detailed in the envisioned state requirements.
• Developed existing and future Business Process Diagrams using MS Visio
• Redesigned Screen Mock-ups for cosmetic change using SnagIt.
• Worked closely with QA engineers to prepare Test Scripts and Test Cases, and also facilitated various Testing initiatives (Shakedown Testing, System Testing, Regression Testing, UAT).

Confidential, Dorchester, MA

Business Systems Analyst

Responsibilities:

• Performed extensive walk-through on SAM (Sovereign Account Maintenance) and FiServ (Third Party application for Personal and Business Account Opening and Maintenance)
• Reviewed the present Use-Cases for the Account Maintenance Functionalities that already existed for SAM.
• Gathered Business Requirements from Line of Business for Target SovSelling Application.
• Identified GAPs between existing SAM and Proposed SovSelling Application.
• Originated and Substantiated Business Rules for sub-functions within the Account Maintenance Functionalities.
• Prepared the Use-Cases for proposed ported and standalone Account Maintenance Functionalities in light of the Target SovSelling application.
• Performed extensive Data Mapping, Clean-up and Conversion between SAM and Fiserv Host Applications in light of SovSelling perspective.
• Redesigned Screen Mock-ups using SnagIt.

Confidential, Newport, NJ

Business Analyst

Responsibilities:

• Coordinated the development and integration of Finance requirements for the project across all workstreams (Reference Data, General Ledger (GL), Data Capture, Reconciliation, Clearance and Settlement, MIS, Corporate / Regulatory Reporting, Testing and Infrastructure).
• Identified Line of Business (LOB) data requirements and Finance business processes in order to support those needs.
• Gathered detailed information / requirements from LOB for in-scope and out-scope of the project.
• Prepared Finance Project Charter, which illustrated In-Scope and Out-Scope of the project in terms of finance impact, Current & Future State of Data Flow and also analyzed workstreams impact, etc.
• Validated detailed designs for solutions (Business Flow and Functional Specifications) for projects across all workstreams.
• Documented business constraints and assumptions.
• Assisted Project Manager in balancing project goals and business needs and preparing project plan using MS Project.
• Identified and mitigated project Issues / Risks, follow-up with Action Items and prepared Status Reports.
• Assisted Project Manager in development of project milestones and project deliverables.
• Collaborated with the QA team to facilitate and track test tasks, activities and milestones during Day 1 & Day 2 Conversion Event.

Confidential, Manhattan, NY

Business Analyst

Responsibilities:

• Interacted with the executives and software development team to liaison the business requirements to ensure that the proposed upgraded application complies with the business requirements.
• Performed SWOT and GAP analysis for new functionality requirements as well as prioritized them based on actual business needs.
• Identified opportunities to use customer data to develop customer strategies and improve business performance.
• Assisted the project manager in preparing the project schedules, milestone tracking, and resource allocation using MS Project.
• Assisted to develop training materials and process guide of the enhanced module.
• Collaborated with the QA team to ensure adequate testing on software, maintained quality procedures, and ensured that appropriate documentation is in place.

Confidential, Edina, MN

Marketing Database (System) Analyst

Responsibilities:

• Solely responsible for planning, designing, developing, maintaining and updating Atrium Relational Databases using MS Access to meet the needs of Sales and Marketing Communication groups.
• Provided recommendations for database improvements based on an understanding of Building Information Services Marketing needs and the system’s capabilities.
• Performed research on referred companies’ strategies, opportunities and future expansions in light of internal marketing perspectives.
• Wrote various marketing campaigns, newsletter, brochures to promote and disseminate to the target client / company.
• Accurately and efficiently incorporated telemarketing campaigns.
• Received and fulfilled all direct mail potential client replies as well as keyed into the database and ensured data integrity and full accomplishment with twice as much as success rates in terms of projected client response.
• Work closely with the chain unit of market aptitude to ensure the latest trends and enhancement.
• Provided marketing administration support as assigned.