SUMMARY:

• Over all 20 years of experience in SDLC with 8+ years of experience as a Business Analyst/Financial Analyst in Financial Asset Management/Healthcare Domain.
• Extensive experience in analyzing and requirements gathering and writing system functional specifications including BRDs and use cases.
• Excellent understanding of Financial Instruments (Stocks, Corporate and Government Bonds, CDs, MBS, Derivatives) and regulatory and compliance reporting.
• Highly experienced working in Financial wealth management, risk management and accounting domains as well as Healthcare application system domains.
• Extensive experience on Systems Analysis which related to enterprise systems including Business Analyst, Software Engineer, Database Analyst, QA Tester, Project Leader, and Production Support Analyst.
• Strong experience in client interaction, understanding business applications and business data flow.
• Worked as a business analyst to build enterprise reporting system to support Risk Analysis, Securities and their Valuation, Asset Management, risks and returns, Bond Pricing, cash flow, Financing Structures, Capital Management, Portfolio Analysis, Budgeting, and Investment Accounting.
• 10 years experience in Corporate Finance, Capital Market, Money Market, Mortgage banking, Wealth Management, Derivative products such as Options and Futures, and Investment banking such as Stock exchange, fixed income, Stocks/bonds, equities, futures, trading operations, mutual funds etc.
• Domain expertise: Financial Asset Management and Health Insurance using data warehouse
• Worked on a variety of hardware platforms including Unix/Linux Servers, HP3000 mainframes, SQL Servers and PCs.

SKILL:

SQL plus, JIRA, PVCS, Oracle, Agile, MS Office, JavaScript, AMISYS, Financial Asset Mgt, Salesforce, Microsoft TFS, PL/SQL, TOAD, HTML, COBOL, Remedy, Visual Studio, ServiceNow, SQL Server, UML

EXPERIENCE:

Confidential, Springfield, MA

Programmer / Business Analyst

Responsibilities:

• Worked Remotely with a Team in different parts of the country solving production problems while modifying an enhanced Health Insurance management system known as Amisys Advance
• Solved production issues with ETL processes involving daily batch transactions that updated the Oracle Data Warehouse.
• Updated documentation that was maintained on SQL Server
• Participated in daily Skype Meetings reviewing requirement emails from the business stakeholders and internal developers.
• This included using the ServiceNow incident reporting system
• Designed and modified multiple SQL queries to aid in specific occurrences of incident data collection

Confidential, Providence, RI

Database Consultant/Business Analyst

Responsibilities:

• Worked Remotely from Massachusetts with a Team in Rhode Island gathering specifications for modifications to a recently purchased case management system known as Confidential
• Scheduled and led GoToMeeting sessions to document requirements with the business stakeholders and third - party package developers.
• This included write ups in Microsoft Word and Excel while specs were being developed and documented
• Enhanced usability by Designing and modifying multiple SQL queries on a SQL Server and advanced ad-hoc Microsoft T-SQL query reporting scripts
• Instructed stakeholders in Intermediate and Advanced T-SQL script writing so that they could do their own reporting scripts

Confidential, Norwood, MA

Sr. Business Analyst

Responsibilities:

• Participated within an agile team framework to produce software enhancements during 4 to 6 week sprints. This included staying 2 sprints ahead in requirements gathering
• Scheduled and led grooming sessions to document product requirements with the business stakeholders and developers
• Enhanced knowledge transfer with flowcharts and Microsoft Team Foundation Server while specs were being developed and documented for H.S.A. Client web portal
• Performed QA when resources were of short supply during regression testing of Client User Portal
• Wrote Business Requirements Documents (BRD) for Carrier files enrollment, premium, and commissions ETL processes that upload into a Salesforce database
• Performed Requirements gathering for client web app service enhancements and the complimentary mobile app enhancements for iOS and Android
• Translated file layouts of csv files into functional ETL requirements

Confidential, Boston, MA

Sr. Business Analyst

Responsibilities:

• Arranged JAD sessions and performed analysis and wrote business requirements to improve the design of consumer financial accounting system. This included business process flow diagrams, activity diagrams, proposed state, documenting new functional requirements, SQL scripts and test scenarios.
• Managed the Personal Asset Management in regards the Social Security Funds etc.
• Arranged and led meetings to discuss project requirements with stakeholders. This included requirement elicitation using prototypes while specs were being developed
• Conducted Feasibility Studies, Data Analyses, System Analyses, Gap Analyses, and Risks Analyses.
• Enhanced our product line by performing data analysis using PL/SQL and Excel of payment calculations for products that were being re-visioned. This included QA of all models during regression testing
• Improved impact statement and top down functional specs for travel accounting system upgrade
• Maintained and enhanced daily financial data extracts originating from a locally accessed Oracle database that were translated into XML and transmitted to the Comptroller's office for loading into their State-wide database
• Supported team efforts related to QA testing new releases of web-based products converted from Oracle Forms and Reports to Java Servlet API

Confidential, Springfield, MA

Sr. Programmer/Analyst

Responsibilities:

• Analyzed and designed application for daily Medicaid claims feed to 3M Virtual Windows Machine for processing of DRG assignments and documenting the process flow
• Supported and maintained Data Analysis spreadsheet macros in VBA for actuarial accounting
• Assisted and improved conversion of batch extract shell scripts for Amisys Advance Rel. 1 to Rel. 5
• Analyzed and Revised EDI 837 feed to third party vendor for claims pricing and update
• Accomplished a re-write of a Data Warehouse ETL job in PL/SQL that reduced processing time by 75%

Confidential, Boston, MA

Sr. Programmer/Business Analyst

Responsibilities:

• Coordinated shutdown of legacy Amisys system jobs and reports by analyzing impact of cross system jobs and Quiz/QTP Reports and modifying them for decommission
• Analyzed, designed and wrote ad-hoc Data Analysis report in Quiz specifying Claim Type codes and their concentration among employer groups
• Amisys technical SME (Subject Matter Expert) for Business Requirement Documents, Technical Design Specs and code walk-thru meetings with offshore vendor
• The offshore vendor was responsible for the actual coding of the reports or projects as described in the documents we assembled

Confidential, Mashpee, MA

Sr. Insurance Agent

Responsibilities:

• Licensed for Life and Medical Insurance.
• Trained with experienced agents on making sales calls to individuals to review financial needs and provide insurance solutions.

Confidential, Boston, MA

Lead Business Analyst

Responsibilities:

• As lead Business Analyst in a multi-year project to migrate and at the same time re-design all the Client Services reports my responsibility was to follow the AGILE iterative style of business systems development while transitioning the integrity of all the reports
• Duties included meeting with end users to develop business requirements and to develop functional specs for offshore development team. This also included using the Mercury Test Director software
• Performed data analysis and QA testing using PL/SQL on an add-in for Microsoft Excel known as Stat-Server which retrieves aggregated Fixed Asset, Equity and Trading Transaction statistics from an Oracle database and pastes them into a spreadsheet
• Wrote scenario matrix test requirements documents to thoroughly test and QA new Asset Management reports and processes in a white-box test environment
• Wrote client specific compliance reports.
• Worked with development team to maintain and enhance client extranet web portal
• Wrote more than a hundred SQL scripts using complex unions with sub queries and outer joins to validate data, provide quick data reporting by exporting to Excel and sending to the business user, and creating the SQL structure for future Oracle reports
• Accomplished an in-depth systems analysis on new futures activities reports for Client Services Department. These were a hybrid of holdings, transactions, and compliance reports. The reports were coded for an Oracle environment on a UNIX platform and developed offshore
• Developed scores of Asset Management Reports on an HP3000 system using the Powerhouse applications Quiz and QTP. Also wrote and modified Quick screens to create more efficient data entry and control