We provide IT Staff Augmentation Services!

Business Analyst Resume

Denver, CO

Summary of Experience and Competencies

  • 9+ years of experience in the Process Improvements Consulting, Business Analysis and Technology solution innovation
  • I have participated in various projects and performed various roles in every project. I have played a pivotal role in all the projects that I have participated in. My strengths include
    • Understanding of banking systems and various financial markets
    • Understanding of various markets includingequities & derivativesfor various underlying asset types.
    • Experience in Business analysis, product understanding, project management interfacing with Customers to understanding business goals, requirements, mapping expectations with current capabilities and strengths
    • Understanding of CMMi Level 5 & Participated in CMM Level 5 reviews & SAS 70 quality audit
    • Ability to understand the potential customer’s requirements and convert the requirements into an effective POC
    • Presentations, Client Interaction and Expectation Management
    • Ability to effectively deliver technical information to an audience comprised of varying degrees of technical knowledge and lead customer meetings.
    • Effort estimation, effort calculation from functional requirements with emphasis on project risk management
    • Excellentunderstanding of Banking solutionswith various end to end integration environmentsof IFX/SWIFT/SFMS in STP & non-STP formats
    • Understanding of various technologies(also open-source technologies including Spring, Hibernate, Struts)


  • Highest Performance Award at Fiserv for contribution at CheckFree site


  • Microsoft Office : Word, PowerPoint, Project, Excel
  • RDBMS : Oracle, & DB2
  • Designing Tool : MSVisio, Rational, Enterprise Architect (EA), ERWIN
  • Languages : C++, Java
  • Designing Tool : MSVisio, Rational, Enterprise Architect (EA), ERWIN
  • Web Languages : PHP, .Net, J2EE
  • Middleware : Websphere MQ


  • Masters in Science (Finance): (Relevant Coursework: Asset pricing, Fixed Income, Corporate Financial, Financial Statement Analysis, Derivatives, Financial Restructuring (M&A), Investment Management, Econometrics)
  • Bachelors in Engineering (B.E.)
  • American Bankers Association
  • Financial Risk Manager


Confidential(July 2012- Present)

  • Vestmark-Varden Managed Accounts Product Implementation: Analyst – Philadelphia, PA(July 2012 – Present)
  • Unified Managed Accounts(UMA) product implementation of Vestmark/Varden eReporting to replace APL & Thomson Portia
  • Analysis for performance quarterly, document requirements for monthly and daily, cash and position reconciliations (ADR dividend rates for different tax rate).
  • Implementation strategy identification and documentation for trade life cycles of Equities, Fixed Income, Annuities, MF’s & ETF’s to ensure end to end business completeness in Vestmark against APL
  • Support the data warehouse development for data from Bloomberg SSECOMs, Thomson Beta, Morningstar & Vestmark data
  • Quantitative analysis for compliance related branch level risk matrix for various trade forms and account types as per FINRA guidelines
  • Analyze quarterly performance, Security Level and Account Level Income net income forecasting, cash and position reconciliations (ADR dividend rates for tax rate). Quantitative analysis for various parameters
  • Analysis of securities classification from MorningStar and Thomson Beta
  • Support the data warehouse development for data from Bloomberg SSECOMs, Thomson Beta, Morningstar & Vestmark data
  • Liaison between Wealth Management group, Institutional Trade group

Confidential, (July 2010-June 2012)

  • Integrated trading platform for MphasiS: Senior Business Analyst (Aug 2010 – June 2011)
  • Worked with various members of the broker dealers in our clients list to identify the key area of business to be run
  • Integrated financial modeling along with various pricing mechanisms for product development
  • Requirements Gathering, writing usecase for key business areas
  • Worked with database designers to come up with the ER diagrams
  • Supporting testing team to identify business test cases
  • Performing testing in UAT environment
  • SAMA: Lead Business Analyst
  • Initiative of SAMA (Saudi Arabia Monetary Authority) that aims towards an electronic platform to streamline the bill payment process in the Kingdom, the electronic platform will act as an intermediary between Billers and Banks. The system would ensure the payments would be routed through the national clearing house systems in a streamlined fashion. This system helps reduce the non-payments of bills to billers and reduce float in the country’s financial system.


  • Business Analyst to SADAD for the business expansion
  • Requirements gathering and documentation
  • Support team for interfacing withSWIFT
  • Business consultant and requirements lead to a team of 20+(technology architects, technology developers, database designers and database developers) at offshore location
  • Responsible for project planning and delivery planning

Confidential: Lead Business Analyst - Denver, Colorado (Dec 2009 – June 2010)

  • Lead team of 4 analysts and work with various business unit managers to understand business processes and transaction flows
  • Identify financial risks and develop solutions for Equity Accelerator
  • Comprehensive review of the organizational structure, inter departmental operations and effect on costing due to intra-department tasks
  • Businesses process optimization to address
    • Maintenance of Bank Accounts, bank fees and identify cost savings
    • Tracking of cash, debit, interest schedules & foreign exchange transactions
    • Maintenance of treasury accounts
    • Maintenance & forecasting of A/R, A/P, and G/L entries and reconciliations
  • Interacting with all the stakeholders to understand and the existing business process and gather business requirements.
  • Conducting informal sessions to propose an architectural solution.
  • Conducting Joint Application Development (JAD) sessions for communicating all the stakeholders about the proposed process workflows, functional specifications.
  • Analyzing Software Requirement Specification, Design documents as per Rational Unified Process.
  • Performing Critical path analysis and analyzing ER diagrams.
  • Creating use cases, sequence, collaboration and class diagrams to demonstrate interaction of the system components using Rational Rose.
  • Successful implementation of online transaction processing applications and its associated modules.
  • Interacted with the QA team and Developers in resolving issues and tracking the bugs till they are resolved.

Confidential– Business Analyst: Jersey City, New Jersey (Mar 2008-Dec 2009)

  • CheckFree Trading: Business Analyst
  • Business analyst to the CheckFree multi-currency wealth management order management product
  • Gather requirements and map operational processes with end users
  • Key business areas addressed:
    • Portfolio modeling (Equity, Exchange Traded Fund, Derivatives & Fixed income)
    • Trade initiation, trade slicing and trade routing
    • Back office and settlement processes, P&L/Reconciliation/trade reporting
    • Stress, What-If, VaR Analysis
    • Financial Instruments valuation
    • FIX message format usage for each request and response type
  • Handled project management, metrics preparation as part of CMM5i process review
  • Performed GAP Analysis and Stakeholder Analysis to identify the key players for project success.
  • Participated in full project lifecycle, gathering user requirements, screen and report design, testing methodology, and implementation.
  • Developed and managed project plans by utilizing RUP and Unified Change Management (UCM) software development process.
  • Prepared, analyzed, and modified user acceptance plans and test cases.
  • User Acceptance Testing (UAT), System Testing.
  • Ensured regulatory compliance and legal considerations are met in all phases of the project.

Confidential(September 2007-Febraury 2008)
Xpress is an integration application made up of pluggable component parts, providing a service-oriented architecture with more than 1,400 business services in its inventory. Data from and across multiple hosts can be accessible from any channel a financial institution chooses, while the service-oriented architecture allows financial institutions to leverage current technology investments by seamlessly connecting older systems with new technologies.

  • Requirements gathering and requirements analysis
  • Effort estimation (FPA) for the Business Analysis, Development & Testing, emphasis on project risk management
  • Preparation of Functional Specification & suggesting functional processes
  • Function testing for the various channels applications
  • Reviewing screen designs from iRise
  • Requirement analysis & preparation of the SOA IFX mapping structures
  • Prioritizing the functional requirements and implementation planning
  • Reviewing the functional test cases

Confidential: Business Analyst (November 2006 – February 2007)

  • Business Analyst for multi-currency RTGS solution at HKMA
  • Analyze functional requirements for HKICL & HKMA
  • Implement Basel norms & Anti Money Laundering norms in the business requirements
  • Lead the technology prototype team
  • Support the SWIFT interfacing team
  • Worked with IO Analysts and analyzed the business cases and arranged for the Kick-off meeting with the users.
  • Gathered business and functional requirements and documented them following SDP methodology.
  • Assisted the Project Manager in developing the Project Initiation Document (PID), Project Charter, Resource Planning using MS Project.
  • Responsible for maintaining issues and risk list.
  • Responsible for devising risk mitigation strategies.
  • Actively involved in JAD sessions, Conference calls and Business Interviews.
  • Responsible for documenting Use Cases.
  • Responsible for the documentation needed for the CMMi appraisals.
  • Walked through the Use Cases with developers, testers, users, and Project Manager.
  • Worked closely with the developers to resolve the issues using Mercury Quality Center.
  • Written Test Cases, Traceability Matrix, Test Based Design Metrics and Test Plans.
  • Performed Integration testing.
  • Coordinated Performance testing using the Load Runner..
  • Coordinated with the users in performing User Acceptance Testing.
  • Facilitated Retrospective meetings (After Action Review) with the users after the application went live with the users to discuss what went right and what could have been better.
  • Responsible for providing training material to the users and written quick reference guides.
  • Actively participated in production support activities, providing technical support to the users after the application went live.
  • Assisted in developing the Business Continuity Plan.
  • Handled multiple projects simultaneously.
  • Worked in a highly Agile environment with monthly releases.

Confidential: Business Analyst (August 2006 – October 2006)

  • Business Analyst to introduce new functionalities to the trading desk.
  • Implement new capabilities to interface with external systems and new FIX engine

Confidential: Business Analyst (May 2003 – July 2006)

  • Business Analyst for Integrated Accounting System (IAS)-Core Banking Solution (CBS) of RBI
  • Analyst for business areas of Cash Management, Inventory management, General Ledger, Lending, Foreign Exchange, Remittance, Government Securities, Treasury Bills and REPO/Reverse-REPO Trades
  • Implement RTGS solution at RBI & across 110 banks/financial institutions
  • Worked on IBM Mainframe (OS/390) in Websphere MQ, CICS, JCL and DB2 environment

Hire Now