SUMMARY
Dynamic Business Analyst with overall 8 years of professional experience & 5years in Finance and Banking. Experience in functional Financial Trades mutual funds, interest rate Swaps, cash sweeps, Interest rate Swaps Option, Mortgage Backed Security, Foreign Exchange. Exhaustive experience in processes such as analyzing the strategies of Fixed Income and Derivatives in the investment division and conducted Portfolio Performance measurement: return, calculation, attribution. Experience in using Salesforce CRM tool tomanage all critical client information—from contact details to activity history. Regular interaction with Equities and Capital Markets. Experience in developing and reviewing strategies using the various risk scores such as credit bureau, application, behavior, bankruptcy and USAA relationship scores. Expert in writing documents like Business Requirements, Functional Requirements that match technical system setups, front/ middle/ back office, and Use Case, Vision, Scope and Project Plan Documents. Strong knowledge of Software Development Life Cycle (SDLC - Feasibility Requirements Analysis, Design, Construction, Testing, Implementation, Support) and Rational Unified Process (RUP), Agile and UML methodology. Extensive experience Rational tools (RequisitePro and Rose), and skilled in using MS office applications for day to day activities, MS Visio for drawing flow diagrams and MS Project for prioritizing and managing individual tasks. Use of Active Directoryto assign policies, deploy software, and apply critical updates to the organization. Proficient in creating UML diagrams like Use Case Diagrams, Activity, Sequence, Collaboration, Class, State, Workflow, Process flow, Dataflow and Deployment Diagrams. Experienced in performing Gap analysis, Feasibility and SWOT Analysis by identifying existing technologies, documenting the enhancements to meet the end-state requirements. Experienced in conducting JAD sessions, project meetings, reviews and walkthroughs. Actively involved in User Acceptance Testing and training of the end users, which include writing System Test Cases. Experience in managing the requirements and test cases using the Requirements Traceability Matrix. A very good team player with excellent communication and presentation skills. EDUCATION QUALIFICATION
- Bachelors in Computer Science and Engineering
- Masters in Business Administration
SKILL SET
MS Windows (2000, XP, ME, NT, Vista, 7), MS Office 2007/2003/2000 (Excel, Word, PowerPoint, Project, Visio, Access, Publisher, FrontPage, Outlook), MS SharePoint 2007, MKS 2007/2009, VB 6.0, Mainframes, Rational Suite 2003/2001 (Rose, RequisitePro, ClearQuest), MS SQL Server 2008/ 2005/2000, Oracle 9i/10g/11g, Adobe CS4/CS3/CS2 (Photoshop, Acrobat, Dreamweaver), Mockupscreens 4.23, HP (Quality Center 9.2, QuickTest Professional 8.2/9.2)
PROJECTS SUMMARY
Confidential,Washington DC, USA Apr 2010 to Present
Business Analyst
Confidential, is working on opening new bank account for different currencies throughout the world. They also have a simultaneous project going on in which they need a new User Interface which integrates all their different applications in one major application. For opening the bank accounts, they currently have to do coding for each account separately incorporating the bank/client rules and conditions. The new UI will help reduce the amount of coding and hence time spent for adding new accounts.
Software Windows XP, MS SQL 2005, Microsoft Office 2003, Microsoft Visio 2007, Mockupscreens 4.23, MKS Integrity Client 2007/2009
Responsibilities
Currently heading the first phase of developing a whole new User Interface (Agile Methodology) for adding a bank account. Involved in documenting business processes and working in close contact with the stakeholders and the developers. Also working on the user requirement documents of various clients for setting up their currency transfers in different countries (S2B, SWIFT etc.). Experience in Trade Processing. Working along with the trading department to overlook and document various trade processes involving vendor side as well. Work in close coordination with business and functional owners during planning phase and high-level review sessions ensuring timely and effective execution of plans meeting deadlines and standards. Interface with business users to prepare and update Business Requirements Documents (BRD) and User Requirements Document (URD) and development team to design Functional Requirements Documents (FRD). Regularly interact with different types of accounts (Transit/ Nostro) and various concepts like cash sweeps, payment types (high value, low value, checks and drafts) and payment channels. Interface with the data mapping techniques to map the bank specific data with the appropriate database fields. Ensure all artifacts complied with the use of Agile (Scrum) development methodology. Develop use cases with UML for new product functionality. Confidential,Phoenix, AZ Jul 2008 to Jan 2010
Business Analyst
Confidential,is the 6th largest financial services holding company in the United States. It was the corecredit cardandbillingapplication project. The goal of the project was to provide a tool, which conducted the risk assessment of a potential customer and also to re-evaluate the risks involved with a current customer. This tool involved authenticating the customer, checking current credit limit, previous credit lines, payment history, fraud history, business history, frequency of credit card usage, and market risk.
Software
Windows XP, Oracle 10g, MS SQL 2005, MS Office Suite 2007, HP Quality Center 9.0
Responsibilities: Facilitated highly interactiveJAD sessions with project stakeholders, subject matter experts (SME),end-users, Developers, Testers and project management team for identifying and resolving issues. Identified, researched, analyzed and documentedbusiness Process Work flows. Developed detailedBusiness and Technical requirements documentand Use Cases documents to effectively communicate the requirements. PreparedGap Analysisfor the Consumer Website. Worked with defect tracking and reporting tools likeRational Clear quest. Conducted extensiveuser interviewsto understand Medical claim submission and billing procedures. Responsible for analyzing data and finding patterns. Extensively usedSharePoint to document project processes and procedures, communicate requirement and version control them. Created and managed Service Center tickets to initiateSystem Change Request process. Reviewed test strategy and test plans to ensure that test cases reflects user needs for the functional, user interface(UI), usability and security requirements. Developed test cases for User acceptance testing and performedUser acceptance testing(UAT). Used Salesforce CRM tool tomanage all critical client information—from contact details to activity history. Conductedextensive user interviews to evaluate the process flow and recommended alternate flows for business process improvement. Assisted Project Manager in managing requirements by coordinating and facilitating requirement tracking usingRequirement Traceability Matrix (RTM). Managed and reportedteam status as the lead BA. Actively monitored client expectations during all phases of SDLC. CreatedStored Procedures,Triggers, Complex queries for various Data needs and Reports. UsedWeb servicesfor the Application. UsedADO.NETand Microsoft application block for SQL to callstoredprocedures. Responsible for initiating and managing change request from the client by filling Change Control document. Conducted training forBusiness and IT team on effectively using Use Cases. Confidential,Boston, MA Jul 2007 – May 2008
Financial Analyst/Business Analyst
Confidential,provides investment strategy advice to wealthy clients, trust funds, mutual funds, pensions, and endowments. The project was about INHOUSE eRISK software protocol meant to automate the process for decision-making and review of their financial services to keep track of historical data, Statistics, Market Data, Evaluation on Investments, Fixed Income and Derivates and also to make enhancements in the credit risk management system to prepare detailed analysis, utilizing sophisticated modeling and statistical techniques to predict, evaluate and manage the credit risk in the Bank\'s various loan portfolios. This application was both for front-end as well as back-end users.
Software
Windows XP, Oracle 10g, SQL Server 2000, Toad, Microsoft Office Suite 2003
Responsibilities
Prepared the Vision and scope documents for the project and worked closely with the Project Manager in planning, scheduling, coordination and implementing methodology. Responsible for Gathering Requirements from the Quantitative Risk Analysts and Portfolio Managers to produce Business and Functional Requirements for Risk Management Application. Responsible for regular interaction with the Equities, Fixed Income & Foreign Exchange Division to gather Market Data to base the Market Risk Analysis. Defined the functions and features of the application by designing the functional behavior of the system from the business perspective to simplify the purpose of the system. Created analytical models that estimate future credit risk and losses at the account level for all existing and prospective loan products. Created documentations through risk analyzing research and made recommendations to Senior Management for credit risk management strategies. Developed and reviewed strategies using the various risk scores such as credit bureau, application, behavior, bankruptcy and USAA relationship scores. Developed risk tracking analysis and risk performance measures, such as custom score cards, for all Bank loan products. Assisted the development team during the 2nd and 3rd iteration using the RUP model. Managed critical paths and bottlenecks in conjunction with Project Tracking Reports for Senior Management. Responsible for assisting the Quality Assurance team to create the test plan, testing scenarios and test cases for functional, non-functional and UA testing. Facilitated the off-site development team with eMeetings to clarify requirements. Interaction with stakeholders to gather functional and non-functional requirements and represent them in Requirement Traceability Matrix. Performed Feasibility Analysis for the proposal of the new system. Conducted Gap Analysis to show the current and proposed functionalities of the system. Use of Active Directoryto assign policies, deploy software, and apply critical updates to the organization. Involved in the analysis and improvement of business processes in the area of Statement Processing by analyzing data required from the legacy system for the billing calculations Purchasing Power, Portfolio Holdings, Summary of Gains and Losses. Analyzed the strategies of Fixed Income and Derivatives in the investment division and conducted Portfolio Performance measurement: return, calculation, attribution. Extensively used MS Excel for data reconciliation purposes and assisted developers in creating Macros for data Reconciliation purpose. Confidential,FL, USA Jul 2006 – Jun 2007
Business Analyst
Confidential,funds real estate loans that don\'t meet bank standards and for borrowers who don\'t have time to wait. Avatar is a unique type of hard money lending company that\'s institutionally funded. The project involved streamlining the highly paper-based mortgage process, provide up-to-the-minute information to its loan officers and customers, reduce costs, and help enhance the customer experience.
Software
MS Excel 03, MS Word 03, MS Visio 03, Rational Rose, ClearQuest, and MS SQL Server 2005
Responsibilities
Accumulated system requirements from various departments like accounting, Human Resource through surveys, interviews and JAD sessions. Created Business Requirement Specifications using Rational Requisite Pro. Analyzed data to generate information about clients and their attributes like institution, site, and buildings. This data was structured and were pushed into tables. Responsible for meetings with users and stakeholders to identify problems, resolve issues and to improve the process to ensure a stable and accurate solution. Designed paperless item, check numbers and ebill feature to enhance business process. Set up Demand deposit accounts automatically to adjust with interest rates when rate changes occur in money market accounts like mortgage accounts, bond accounts. Implemented Unified Modeling Language (UML) methodologies to design Context Diagram, Use Case Diagrams, Data Flow Diagrams, Activity Diagrams, Sequence Diagram and ER using CASE tools like Visible Analyst. Designed the look-n-feel or non-functional requirements of the application through Mock-up forms for better illustration of the application to construction managers and field representatives who were based remotely. Created exceptions report which were then submitted to project lead and stakeholders on a regular basis. Updated and modified progress and resources allocation in MS project for the team. Facilitated user acceptance testing and test strategies with Information Technology Group. Performed manual front-end testing to check all functionalities of different modules. Suggested measures and recommendations to improve the current application performance. Confidential,MO, USA May 2005 – Jun 2006
Business Analyst
Confidential, The project involved the use of a new system developed by Cass, to give its employees a more powerful and flexible tool for serving the needs of their clients. The system informs clients about payment and information services related to transportation, utility and telecom expense management and related business intelligence services
Software
Windows XP, SQL Server 2000, Microsoft Office Suite 2003, Borland Caliber RM 2006
Responsibilities
Interacted with the client and understood their need to use the new system. Responsible for gathering and analyzing Business and system functional requirements and for understanding and translating these needs into Business Requirement Documentation (BRD) and System Requirement Specification (SRS) documents. Prepared the UML Use Cases using Rational Rose. Created use case scenarios and documents work flow and business process. Supported IT unit creating functional specification documents for the design, development and implementation of project. Interacted with the Users by interviewing them, preparing questionnaire and getting feedback. Supported project governance and provided regular project communications to the project manager and business areas. Developed Use Case diagrams, business flow diagrams, Activity/State diagrams and Sequence diagrams using Rational rose to easily convey the projects process and requirements to developers and other stakeholders. Conducted JAD sessions to allow different stakeholders to communicate their perspectives, proposed solutions, shared concerns/disagreements, resolved outstanding issues and came to an agreement. Wrote test cases for the User Acceptance Testing. Confidential,MA, USA April 2002 – Apr 2005
Business Analyst
Courier Corporation publishes prints and sells books. Founded in 1824, today Courier has two lines of business: full-service book manufacturing and specialty publishing. The project involved introducing a scorecard system that could integrate data from disparate sources, link unstructured documents to provide a contextual perspective, and enhance communication through the system.
Software
Windows XP, SQL Server 2000, Microsoft Office Suite 2003, Rational Requisite Pro 2003
Responsibilities:
Served as a liaison between the business team and project team by assisting the business in identifying, understanding, and documenting their business needs. Collected and documented business processes as well as business rules. Participated in the identification, understanding, and documentation of business requirements, including the applications capable of supporting those requirements. Developed the project by RUP methodology. Translated the business needs into system requirements, communicated with the business on a non-technical level, and with the development team on a more technical level. Collaborated with the development architect and business to develop both high-level and detailed application architecture to meet the business needs. Performed gap analysis. Documented and delivered Functional Specification Documents to the project team. Participated in the logical and physical design sessions and developed design documents Conducted User Acceptance Testing (UAT) Assisted the PM in setting realistic project expectations and in evaluating the impact of changes on the organization and plans accordingly. Provided technical assistance in identifying, evaluating, and developing systems and procedures that are cost effective and meet business requirements.
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