SUMMARY:

Detail Oriented, Data & Business Analyst Project Manager (PM) professional with strong written & verbal communication; 15+ years of professional experience; Offers blend of skills in IT, Data, Business & Finance. Experience liaising with technical & non - technical stakeholders, while working on multiple projects simultaneously

CORE COMPETENCIES:

Business & Data Analysis Project Management Team Building Relationship Development

SOFTWARE / TECHNOLOGY SKILLS:

• SQL Advanced Excel Data Mapping Data Modeling Datawarehouse
• Oracle Teradata Netezza Sybase Access MySQL ERWIN Toad PL/SQL
• Microsoft Word Power Point Visio Microsoft Project SharePoint Full SDLC Agile JIRA
• Knowledge of R, Python, Data Mining & Big Data concepts

PROFESSIONAL EXPERIENCE:

Sr. Data & Business Analyst / Project Manager

Confidential

Responsibilities:

• Analyze business & data requirements (SQL, Excel, Word) related to OTC & Bank Loan trades & positions
• Engage with various stakeholders (Client, Internal Sponsors, Product SMEs, IT teams) working globally in different
• Architect the solution, Get the estimate from IT team and Acquire funding from internal sponsors
• Propose solutioning to IT team & get implemented in the Agile SDLC environment
• Manage & monitor the related project tasks for onboarding new clients as well as for the existing clients
• Perform user acceptance testing (UAT) in support of client solution delivery

Sr. Business & Data Analyst Consultant

Confidential

Responsibilities:

• Analyze, design & create reports (Holdings, Exposure, Performance, Net Asset, Risk etc.) using data from Factset, SEC reports, Barclays POINT, Bloomberg, MorningStar etc.
• Carry out user testing of reporting interface
• Reviewed a reporting process and provided recommendations for improvement

Sr. Business & Data Analyst

Confidential

Responsibilities:

• Analyzed data requirement & business rules to support the design of the research & trading system
• Identified transaction data points & built the data mapping matrix for portfolio monitoring reports
• Generated & Analyzed the reports to monitor Equity curve & Risk exposure
• Analyzed equity markets, sector & stock data in support of proprietary trading methodology
• Met with trader user group on twice a week basis and as required
• Executed the trades that were designed as per the defined trading strategies
• Coded, Back-tested & Maintained trading Indicators & Strategies

Sr. Business & Data Analyst / Project Manager

Confidential

Responsibilities:

• Performed business & data (using Excel / SQL) analysis to document business and functional requirements
• Reviewed & analyzed reporting requirements of Hedge Fund client including that for Accounting to elicit requirements
• Analyzed the data requirements for Risk & Performance reporting (Risk & Liquidity Analysis, Exposure Analysis, Performance Analytics such as Rate or Return & Contribution Analysis etc.)
• Analyzed trade data flow of primary & derivatives instruments (Stocks, Bonds, Options, Swaps, Repos, FX, CDS)
• Created JIRA stories following Agile methodology, Managed project & reported status to Senior management
• Liaised with stakeholders from IT, Client representative, accounting & operations groups in USA, Ireland & India
• Set up new (functional & business) requirement gathering process & framework to fit into Agile SDLC
• Trained & directed team members in preparing business, data & functional requirements
• Identified & analyzed new Data sources (e.g., Bloomberg Reference Data) to bring into Datawarehouse
• Part of team that won Confidential CIO Excellence in Action award for delivering in budget and on time

Sr. Business & Data Analyst / PM

Confidential

Responsibilities:

• Carried out business & data analysis in multi-project environments at Morgan Stanley Smith Barney as Capgemini Financial Services consultant
• Analyzed data (using SQL & Excel) from Datawarehouse to facilitate requirements for regulatory client reports
• Involved as BA / PM in full SDLC of implementing financial product aiming to add $8M in annual revenue
• Liaised with stakeholders from technology, operation, legal, compliance, marketing & external vendor groups
• Uncovered $125M discrepancy between two asset reporting systems & presented to senior management
• Supported post-production issues of online brokerage portal having 250K+ active retail clients
• Evaluated buy vs. build options, analyzed requirements and prepared UAT plan for Financial Advisor Website

Sr. Business Analyst / Data Modeler / PM Consultant

Confidential

Responsibilities:

• Brainstormed with various stakeholders to create logical Data Model (using ERWIN)
• Performed data gap analysis using SQL & Excel & Mapped MBS operation and MDM Data
• Analyzed the business & data requirements for datawarehouse project to support Ginnie Mae’s Strategic initiative
• Liaised with stakeholders from cross-functional teams; interviewed business & technical SMEs
• Participated as core member of team in meetings involving ‘C’ level and Senior management professionals representing Ginnie Mae, BoNY, Lockheed Martin, Deloitte & Touche etc. in deciding system architecture
• Documented data authorization matrix, change management issues & UAT test requirements

Analyst / DBA / Software Consultant

Confidential

Responsibilities:

• Carried out the gap analysis of the state of database system for HIPAA compliance at Oxford Insurance
• Analyzed RFP and prepared $1.9MM Datawarehouse project proposal for Confidential
• Administered Oracle (Production, QA & Development) databases at Merck, AXA Financial Services & Viacom
• Analyzed database audits at HSBC bank to ensure database security policy compliance
• Created, modified & maintained SQL & PL/SQL audit scripts, and advised developers at J&J
• Enhanced database capacity at New York Times to add 4M records to track 80% more customers and leads
• Developed various Oracle database applications at Ernst & Young using PL/SQL, SQL, Unix scripts etc.