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Sr. Business Analyst / Project Coordinator Resume

VirginiA

EXPERIENCE SUMMARY

  • Seasoned Consultant with over 11 years of experience
  • Sr. Business Process Analyst/ Project Lead/ Project Coordinator with a strong functional background in Mortgage (Freddie Mac, Fannie Mae), General Accounting, Financial Accounting (JPMC, Capital One), Banking (Citibank), Life and Health Insurance (MetLife), Healthcare (Blue Cross Blue Shield), Application integration with legacy systems (Putnam Investments)
  • Possess good knowledge in capital markets, valuations, and risk modeling for fixed-income securities, debt and their associated derivatives.
  • Strong background in Mortgaged Backed Securities, including both agency and private label structured products.
  • Extensive team management (experience in managing offshore teams), communication, presentation, Business and Technical Documenting and people skills, in addition to deep awareness of the functional and development process models (Rational Unified Process).
  • Strong Project Management skills to understand the project scope, objectives, and timelines with MS Project and explain them to various teams and prepared the “As is” and “Will be” document to help identify the benefits and project requirements.
  • Experience with Proposal writing (JPMC/Citibank), Requirements gathering and data modeling and laying the foundation for a complete development and end-to-end integration of business systems, Project Financials, Planning and management.
  • Familiar with Sarbanes-Oxley recommendations (SOX - 404) on internal controls.
  • Extensive exposure to quality processes such as Six Sigma and CMMi.
  • Experience in business level use case documentation, COTS Implementation, Business and systems integration experienced.
  • Provided assistance in client interactions, project plan preparation, status reporting, quality metrics and quality processes, developing test cases, maintenance and testing effort.

WORK STATUS US Permanent Resident (GC holder)

EDUCATION

  • Masters in Computer Science
  • Bachelors in Science (Mathematics)

CERTIFICATIONS

  • FFSI & FLMI Certified – LOMA certification for Principles of Financial Services and Products and Personal Financial Planning and Principles of Insurance – Life, Health and Annuities & Insurance Company operations
  • SOX-SDLC (Software Development Life Cycle) trained
  • Configuration Management, Requirements Management , Change Management and CMMi
  • Pursuing PMP certification

SKILL SET

Business Area: Financial Accounting for General Ledger Systems (Business Requirement Analysis, requirement modeling, Use Cases, Traceability matrix, Test plans), Banking, Cash reconciliation, Month End Process, Retirement Systems Functional Process: Methodologies (RUP, UML), Project Financials-Budget and planning Requirements Management (Rational ClearQuest, DOORS, Rational Requisite Pro, Mercury Quality Center), Configuration management (Rational Clear Case, Visual Source Safe), Business Modeling (Rational Rose, MS-Visio, IGRAFX), Project Management (MS-Project, Excel, PowerPoint, Visio, Adobe Writer), SDLC Management (Project planning, Project execution, Quality control, Risk analysis, conflict resolution and Tracking), UML, Use Cases and Test Director, SharePoint, Remedy Functional expertise: SOX, Healthcare, Financial Accounting, Accounting Systems, Record Keeping systems, Life and Health Insurance, Database (Oracle 8.0, MS-Access, DB2, ADABAS, UNIX, Sybase), SQL (structured query language), GDGs, VSAM, JCL

PROJECT EXPERIENCE

January 2011 – January 2012 & February 2010 – September 2010 Confidential,Mclean, Virginia Sr. Business analyst / Project Coordinator – Contract Confidential (January 2011 – December 2011) Project Abstract Origination & Underwriting System is a system built for dealing with Multifamily Deals – from the quoting stage till the rate is locked for the mortgages.

Responsibilities:

  • Facilitated Status Meetings by preparing the task plans, project plans, Issue log and Action Items.
  • Worked closely with various Audit groups and stored all documentation needed in Sharepoint.
  • Was a integral part of User Acceptance testing and maintaining the metrics over various cycles.
  • Facilitated Joint Application Development sessions in order to identify business rules and requirements and then documented them in a format that can be reviewed and understood by both business people and technical people.
  • Interacted with internal business clients and development team to generate required project documentation.
  • Ensure successful sign-off and turn over of documentation.
  • Identify and resolve procedural and process problems with corresponding business areas.
  • Gathered Business Requirements and prepared business requirements documentation.
  • Worked closely with business and technology partners to determine requirements and develop functional designs based on analysis of line of business needs, objectives and existing systems infrastructure
  • Technology: DOORS, Sharepoint, MS Visio, MS PowerPoint, MS Excel, MS Project, .NET platform

    Confidential (February 2010 – September 2010) Project Abstract The project is to select and implement a COTS package by a vendor in the client system which would help in hedge analysis, optimization and best execution.

    Responsibilities:

    • Conducted detailed and comprehensive Business Process Redesign (BPR) by working with project managers, SME’s, and other stakeholders to identify the system, operational requirements and improvements.
    • Worked on selecting and implementing a COTS package (QRM) into the client system which would help in hedge analysis, Optimization and Best execution.
    • Facilitated Joint Application Development sessions.
    • Interacted with internal business clients and development team to generate required project documentation.
    • Identify and resolve procedural and process problems with corresponding business areas.
    • Led data collection and analysis activities. Very much familiar with MISMO data attributes.
    • Gathered Business Requirements and prepared business requirements documentation.
    • Worked on UAT test strategies, cases and in few cycles of testing.
    • Performed business assessment, requirements analysis and process modeling(used Industry print and Visio).

    Technology: Industry print, DOORS, Sharepoint, MS Visio, MS PowerPoint, MS Excel, MS Project, NET platform

    Mar 2009 – October 2009 Confidential, Herndon, Virginia Sr. Analyst / Project Coordinator – Contract Consolidation – Transition and Conversion – Securities and Debt Project Abstract FAS 140: Required to implement the revised Financial Accounting Standards Board (FASB) standard. 140 (FAS140) and revised FASB Interpretation 46R (FIN46R) (the Standards) by 12/31/2009. Implementation of the Standards involved system, process and financial reporting changes related to balance sheet assets and liabilities as well as development of an interim end user computing (EUC) solutions to address going forward accounting treatment for the modified asset classes and their associated accounting transactions. SOX 404: The scope of the project is also to test the operational effectiveness of key automated controls. IT answered general application and or database questions, review test scripts, deploy production code baseline to test environment and configure for prod simulation, obtain any required prod files and sync, test environment with prod data, provide evidence that prod and test are in sync, and support tester questions regarding expected vs actual results.

    Responsibilities:

    • Worked on the requirements, design and testing (Overseeing system and worked on UAT testing) in the workstream Securities and Debt
    • Involved in converting the User requirements into business requirements, functional requirements and technical requirements and also created business process models from the requirement specs.
    • Converted the user requirements documents to system functionality documents.
    • Worked closely with developers and testers to ensure requirements and functional designs are translated accurately into working technical solutions and that test plans/scripts serve customer needs.
    • Communicated with users to understand and resolve system problems and define enhancement requirements. Communicate problem resolution and enhancement requests with the development team.
    • Ensured all deliverables support and conform to business needs and specifications.
    • Created the use case model and the use cases to be used to define the basic functionality of the application in UML and MS Visio and made data flow diagrams, Wire frame screen layout, User guides and Swim lanes.
    • Created RTM and GAAP matrix tying the requirements in the different work streams to the test cases and accounting policies.
    • Documented system design specification in Rational RequisitePro in order to track and analyze the requirements matrix as linked to requirements
    • Created a link between testcases in quality center and requirements in Requisite pro using Rmsync
    • Author user guides, release notes, and training materials.

    Technology: Share point, Rational Requisite Pro, Rational Clear Case, Rational ClearQuest, MS Visio, MS PowerPoint, MS Excel, MS Project, Oracle, TOAD, Remedy

    July 2008 – Feb 2009 Confidential, Mclean, Virginia Sr. Business analyst / Project Coordinator – Contract Pricing and Selling – Delivery Fee Conversion Release Project Abstract The project dealt with replacing the existing legacy delivery fee applications (Mainframe Fees, ODI, CFA, Fee Rules Engine) with the PMA/Pricing application, which already contains similar logic and features in support of loan-level guarantor fees.

    Responsibilities:

    • Worked on the requirements and Implementation for Delivery Fee conversion Release – systems integrated were Selling System (a web-based system), that integrates all secondary marketing functions like loan entry, contracting, pricing, note certification, contract settlement and funding on one platform and PMA (Pricing Manager Application) supports selling system to price contract or loan
    • Perform business and data analysis to understand operational model and underlying data characteristics.
    • Driven and participated in design and implementation of large/complex enterprise wide applications.
    • Work with business owner and user groups to scope and prioritize software releases.
    • Participate in design walkthroughs and verify QC test scripts and results.
    • Perform detailed data analysis and present findings in a cohesive, high impact format to drive and inform business and technical decisions, and to estimate the impact of upstream data changes or user-requested enhancements.
    • Worked with Rational Test Manager, ClearQuest and Rapid SQL
    • Load Business Rules into Loan Prospector (Business Rule Engine) and Fee Rules Engine
    • Analyze and Document Requirements, data stores, data flows in DOORS
    • Organized requirements into groupings of essential business processes, business rules, and information needs, and insured that critical requirements are not missed.
    • Experience with version control and change management tools.
    • Used various MS Office (Excel, Word, Powerpoint), DOORS, RapidSQL and Rational Tools (Clearcase, ClearQuest, Test Manager, SODA) effectively
    • Facilitate the creation and delivery of project level documents such as - Business Requirements, Process Models, Work Flows, Process flows, Swim lanes, Use Case Model using UML and Visio , Application Design Specifications, Test Strategy, User Guide, Wire frame screen layout, Training Materials, Status Reports and Requirement Traceability Matrices.
    • Technology: DOORS, Sharepoint, Rational Clear Case, Rational ClearQuest, MS Visio, MS PowerPoint, MS Excel, MS Project, Sybase, Rational SODA, Remedy, Rapid SQL, Loan Prospector (Business Rule Engine) and Fee Rules Engine, .NET platform

      Jan 2008 – June 2008 Confidential, Virginia Sr. Treasury Analyst – Contract Securitization – Compliance and Reporting Project Abstract Main responsibilities were managing scope, deliverables, execution process & planning, Process modeling, Risk management & auditing and process management (Reg. A/B compliance)

      Responsibilities:

      • Worked on Risk Management towards Reg. A/B auditing requirements.
      • Documented and Loaded Business Rules into the Business Rules Engine (Database)
      • Provide assistance on generating metrics out of various project plans.
      • Worked on the new changes to FAS 140 and FIN46R
      • Proposed and implemented alternate strategy for implementing Issue resolution, summary and reporting.
      • Worked on Remedy – issue resolution process with various business groups.
      • Created and presented the monthly / weekly reports to the director.
      • Worked on process compliance (Reg. A/B & CMMi) documents for the program.
      • Analyzing and documenting end-to-end business process flows including Visio diagrams of the business processes, accompanying word narratives, product/transaction matrixes/maps, and business control catalogs.
      • Create quality deliverables for designated projects that meet PMO or production control guidelines.
      • Interact with internal business clients and development team to generate required project documentation.
      • Ensure successful sign-off and turn over of documentation.

      Technology: DOORS, Rational Clear Case, Rational ClearQuest, MS Visio, MS PowerPoint, MS Excel, MS Project, Sybase, Remedy, SQL

      Apr 2007 – Dec 2007 Confidential, Washington DC Sr. Test Lead / UAT Coordinator – Contract Get Current(Restatement) – Bond Administration – Structured Transaction Data Delivery Project Abstract Acting as the system of records for Structured Transactions related information in support of FIN46 and Get Current(Restatement) workflows, the REMIC Bond Administration business area provides different forms of data files that are fed into ADW (Accounting Data Warehouse) and are in turn fed into various Restatement work streams. Main responsibilities were managing scope, deliverables, execution process & planning, team management, Risk management, Business side UAT execution and quality.

      Responsibilities:

      • Coordinated the Activities for multiple projects like Get Current and SOX Remediation projects
      • Reported to the Director of Projects
      • Facilitated and conducted User Acceptance testing with the stakeholders and the business users.
      • Participate in design walkthroughs and verify QC test scripts and results.
      • Perform detailed data analysis using SQL (Tool- Aqua Data Studio).
      • Worked on PMO activities like Status reports, Minutes, Issues logs, Action items and other documentations.
      • Analyzed and documented Business Rules into ILOG Jrules
      • Worked on Rule Team server for sharepoint. Defined and edited business rules which control the decision behavior of business systems. Create and manage tests scenarios to verify that the business rules simulate the effect of business policy changes.
      • Worked on Risk Management towards S-Ox auditing requirements. This involved in setting up tracking on the auditing vulnerabilities, communication with Business clusters, metrics reporting, following up on deliverables, and coordinating with audit-cleanup implementation teams with corresponding IT-platforms.
      • Organized requirements into groupings of essential business processes, business rules, and information needs, and insured that critical requirements are not missed.
      • Generate reports, review and reconcile project issues.
      • Execute tasks according to implementation project plans.

      Technology: RUP, Rational Requisite Pro, Rational Clear Case, Rational ClearQuest, MS Visio, MS PowerPoint, MS Excel, MS Project, Sybase, AquaData Studio, Rmsync, Filezilla, Exceed, Mercury Quality Center, SharePoint, Remedy, MS Project Server, ILOG Jrules, GDGs

      Apr 2006 – Apr 2007 Confidential, Mclean, VA Sr. Business Process Analyst - Contract Eagle Requirements traceability project Project Abstract Software release Management documentation -The purpose of the project work was to do documentation on the Eagle implementation - Eagle Core Application is a set of components that are part of the Eagle Core implementation and are provided by Eagle Investment Systems. Eagle Interfaces are those applications built to integrate the Eagle Core application with the rest of the Freddie applications. Eagle Requirements traceability project - Managing a team to develop auditable documentation tying business requirements, work streams, system functions, and test cases to current accounting policies, and rewriting all the Business Requirements Documents

      Responsibilities:

      • Worked on various projects for ICM (Investment & Capital markets). Clear understanding of single and multi-family business. Worked on end-to-end documentation, system integration efforts and Implementation of Eagle.
      • Created the use case model and the use cases to be used to define the basic functionality of the application in MS Visio and made data flow diagrams, ER diagrams, activity diagrams, sequence diagrams, state transition diagrams to model data flow.
      • Conducting requirement gathering sessions, feasibility studies and Impact Analysis, Cost/Benefit analysis and Risk analysis, base lining acceptance criteria.
      • Clear understanding in different work streams like FAS91, FAS115, EITF99-20, FAS133, and FAS140, FAS 159 and FIN46 accounting treatments.
      • The primary liaison between the Freddie Mac project manager and the team at sessions with Freddie Mac management.
      • Experience in conducting Joint Application Development (JAD) and Rapid Application Development (RAD) sessions to converge early toward a design acceptable to the customer and feasible for the developers and to limit a project’s exposure to the forces of change.
      • Analyzing and documenting end-to-end business process flows including Visio diagrams of the business processes, accompanying word narratives, product/transaction matrixes/maps, and business control catalogs.
      • Coordinate with teams within the organization to collect release requirements.
      • Create and manage documentation about release activities to support problem resolution and post-release analysis.
      • Create quality deliverables for designated projects that meet PMO or production control guidelines.
      • Worked on process-related changes in runbooks and in automating steps in the runbook.
      • Worked on another COTS package SUMMIT which is also used in Freddie Mac for Debt and Derivative accounting.

      Technology: IGRAFX, RUP, Rational Requisite Pro, Rational Clear Case, Rational ClearQuest, MS Visio, MS PowerPoint, MS Excel, MS Project, DOORS

      Sept 2005 – Mar 2006 Confidential, Washington, DC Sr. Business Analyst / QA Analyst - Contract FEP Claims (Federal Employee Program) - NPI Project Abstract Carefirst the largest health care insurer in the Mid-Atlantic region, serving more than 3.3 million members. NPI (National provider Identifier) is one of the projects, which FEP Claims team is handling.

      Responsibilities:

      • Applied technical, industry, and functional knowledge to requirements, functional design, technical design, data model, data dictionary and user manual.
      • Extensive interaction with development and testing team and prepared system design, changes in the design
      • Oversee the performance of the project team including BA/Testers and Developers
      • Extensive interaction with Users and Business Process owners and documenting their feedback
      • Extensive Data analysis and Data mining using SQL utilities
      • Facilitate project's issue resolution, scope, and risks
      • Facilitate meetings with Business & IM SME's
      • Created the use case model and the use cases to be used to define the basic functionality of the application in Rational Rose and MS Visio and made data flow diagrams, ER diagrams, activity diagrams, sequence diagrams, state transition diagrams to model data flow.
      • Helped the QA team in the creation of the test plan by explaining the system functionality.
      • Conducted milestone planning of projects by having walkthroughs with the various teams.
      • Helped end-users on understanding IT process techniques and helped in the user acceptance testing.
      • Prepared project estimates, root cause analysis and other documentations.
      • Develop design standards and worked on system performance and availability.
      • Used MS Project for planning, tracking, scheduling and resource level task tracking.

      Technology: RUP, MS Visio, MS PowerPoint, MS Excel, MS Project, COBOL, DB2, Rational Rose, SQL, GDGs, VSAM, JCL

      Nov 2004 – Sept 2005 Confidential, Moosic, PA Sr. Business Analyst / QA Analyst – Employee of CTS Client Acquisition system Project Abstract Client Acquisition system (CAS) is an underwriting system for Insurance products.

      Responsibilities:

      • Full life cycle Software Management experience including definition, analysis and review of software and business requirement specifications, design, development and testing of system functionality as per the RUP Iterative Software Development Life Cycle process.
      • Talked to the stakeholders to understand the scope of the project, identify business rules, gathered and documented the requirements by applying context free questions, surveys.
      • Conducted brainstorming sessions for idea generation, idea reduction.
      • Analyzed and documented Business Rules into ILOG Jrules. Helped to write and maintain the logic applied by applications that automatically implement decisions
      • Worked on disaster recovery and Business continuity plans (DR/BCP).
      • Communicating with customers and management team and used MS Project to help maintain Gantt charts.
      • Interviewed the Subject Matter Experts (SME) by asking detailed questions.
      • Created the user requirement specifications and helped convert them to system functionality documents and managed them in Rational RequisitePro and also created the business vision document and glossary, mock reports.
      • Identified and defined actors, made use cases and grouped them and prepared collaboration diagrams, data flow diagrams, activity diagrams, sequence diagrams, state transition diagrams in Rational Rose and MS Visio.
      • Held walkthroughs with the developers and QA teams and communicated interface requirements.
      • Tracked defects prioritized defects with each build and made sure that they were communicated to the affected teams and also make enhancement requests.
      • Maintained a requirements traceability matrix as linked to code in order to keep the clients and all the teams up-to-date with the current progress of the project.
      • Worked closely with the QA team during the functionality testing and helped in the user acceptance testing.
      • Technology: ILOG Jrules, MS Visio, MS PowerPoint, MS Excel,MS Word, MS Project, COBOL, DB2, Rational Rose, SQL, UNIX, RUP, GDGs, VSAM, JCL

        Mar 2003 – Nov 2004 Confidential, Bournemouth UK Sr. Business Analyst / Project Coordinator – Employee of CTS General Ledger Suite of Application Project Abstract The GLS suite of applications is a mainframe based Accounting system.

        Responsibilities:

        • Exposed to Sarbanes-Oxley Requirements and Compliance. Created internal controls documentations, prepared disaster recovery and Business continuity plans (DR/BCP).
        • Supported the 130 legal entities across EMEA and western hemisphere regions.
        • Provide physical database design as well as participate in application and system architecture design.
        • Worked for BOE (Bank of England) regulatory reporting.
        • Activities included extensive client interaction for functional and technical study of the application
        • Experience in Proposal management activities - planning a proposal, organizing, reviewing and presenting it to clients. Worked on proposals for BOE regulatory reporting and Bank One Merger.
        • Supervise, manage and train new entrants in the project
        • Participating in Quality audits. Maintain accurate status of all assignments through established Change Management Process.
        • Understood the business logic, User Requirements and test-objectives to develop Test plans, Test cases, Use Case Scenarios, Test case execution using Test Director.
        • Created documents like the Business Glossary, Actors Catalog and Data Dictionary to facilitate the other teams in understanding client business.
        • Worked in UNIX and mainframe based- environment.
        • Experience in preparation of RFP for setting up prospective business with new clients.
        • Managed Smoke Testing to evaluate builds.
        • Participated in Bug-Review meetings with software developers, QA engineers, managers, suggested enhancements to the existed application from business perspectives, provided solutions to existing bugs.
        • Used Microsoft Project to manage schedules, deadlines, resources and collaborate on the project.

        Technology: SOX 404 Internal Controls, MS Visio, MS PowerPoint, MS Excel, MS Project, COBOL, DB2, Rational Rose, SQL, UNIX, RUP, CICS, Natural, ADABAS, Regulatory Reporting tools, GDGs, VSAM, JCL

        April 2001 – Mar 2003 Confidential Project Lead – Employee of Covansys Corporate Reporting System Project Abstract Project 1- The Corporate Reporting System will cater to all MIS reports to be generated for corporate accounts. Project 2- BANK Acquiring The existing system Merchant Monitoring and Supervision System in the Citibank Asia Pacific Region is customized to meet the Citibank Europe’s requirement. This system is used to monitor all merchants as well as addition of new Parameters to track the fraudulent Merchants. Project 3- Merchant Monitoring and supervising system Merchant Monitoring and Supervising System (M2S2) is a complete package, which is basically designed for the International Card Convergence, Citibank, Singapore. This system is used to monitor all merchants’ credit card authorization transactions. When Merchant sends any authorization transactions, the transaction information will be checked against the set of parameters. If transaction is exceeding any limits or meeting criteria of any parameter, this transaction will be captured and stored in database. Then such transactions are routed to particular Queue depending on its risk factors. After capturing this transaction user will review and take action against that merchant and credit card holder.

        Responsibilities:

        • Involved in Preparation of User Guide and Technical Guide
        • Served as the SQM Coordinator. Maintain accurate status of all assignments through established Change Management Process.
        • Acted as liaison across business units primarily between developers, Administrators and testers and the stakeholders.
        • Identified opportunities to improve the business process.
        • Coordinated project scheduling with the software development manager.
        • Helped the development team to interface requirements and helped the QA team in creating test strategies and also coordinated basic black box testing.
        • Used Rational ClearQuest for defect tracking and enhancement requests.
        • Managed and coordinated the User Acceptance Testing and user educational training.

        Technology: MS Visio, MS PowerPoint, MS Excel, MS Project, COBOL, DB2, Rational Rose, SQL, UNIX, RUP, CICS, Natural, ADABAS, GDGs, VSAM, JCL

        Sept 1999 – Apr 2001 Confidential IT Consultant – Employee of Covansys Putnam Pride record keeping systems Project Abstract Putnam is Mutual Funding Company (using 401k). PUTNAM Investments uses a record keeping System called PRIDE (PUTNAM Retirement Information for Defined Contributions) to manage funds of 401(k) and other retirement plans. This is customized version of a package called OMNIPLAN from Sungard Systems, Inc. Pride is record keeping system. The data is stored and maintained in VSAM files. The PRIDE system database contains all the information required to process plans components resident in the System.

        Responsibilities:

        • Involved in Enhancements and in new developments
        • Preparing unit test plans, unit testing and integration testing
        • Involved in the Quality Process. Worked in Migration from VSAM to DB2

        Technology: MS Visio, MS PowerPoint, MS Excel, MS Project, COBOL, DB2, Rational Rose, SQL, UNIX, RUP, CICS, GDGs, VSAM, JCL

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