SUMMARY

• Business Analyst with 14 years experience in financial services. Strong analytical with excellent interpersonal & communication skills with demonstrated ability to understand complex concepts and solution them.
• Experienced Consultant in the Securities & Capital Markets domain with a background in Technology Strategy, Consulting and Technological Risks. Modeled business processes and proposed process improvements.
• Primary experience concentrated in business analysis, project management, compliance review, process transformation, software development, business process reviews for financial clients & in - depth documentation.

TECHNICAL SKILLS

• MS Visio/ MS Office
• SQL
• SharePoint & MS Project
• Version-One (Agile)
• RTC (Agile)
• Sybase (SQL)
• Windows
• Products Insurance & Claims
• Retail Banking
• Investment Banking /Capital Markets
• Finance & Accounting
• Big data products (e-Licensing)

PROFESSIONAL EXPERIENCE

Sr. Business Analyst

Confidential

Responsibilities:

• Gathering business requirements and capturing them to BRD’s /SRF’s.
• Working & updating on the problem statement and business requirement overview by understanding the business processes.
• Will go through the existing code & work with the business teams to understand the logic behind the current process and write SQL queries to pull various data in Oracle SQL Developer for testing.
• Preparing Test plans /scenarios & Use cases and assist the testing team and do the regression test.
• Worked with the Architect to finalize the architecture design.
• Creating requirements to develop new /modify macro process in MS Access for various functions like offering loans and re-book an original loan for a merger corporate action, to input and create recall notifications, import the Equilend approvals, rejections, evaluate the data and create a group/broker un­restrict list, etc.
• Prepare project estimates & roadmaps and work based on the priority.
• Preparing various top management reports and presentations.
• Test & verify all requirements in DML Mainframe application.
• Writing & Executing SQL queries in Oracle SQL to ensure a successful Production checkout.

Confidential - Boston, MA

Lead Business Analyst

Responsibilities:

• Gathered business requirements and captured them to User stories with the acceptance criteria’s for the Volcker Funds DB by following the Agile methodology (burn down chart, metrics, task boards, etc).
• Having expertise in building the regulatory Volcker automation project with a very detailed User Interface (UI) web portal which will ensure if the fund is covered under the Volcker rule
• Worked on creating Functional Design documents to implement a Database & jBPM /UI tool for the Volcker Office & all business teams (GM, GT, etc).
• Assisting the Product Owner in various tasks like planning for production release, resolving impediments, helping the Development & Testing teams in the requirement clarifications.
• Will go through the existing code & work with the business teams to understand the logic behind the current process.
• Will complete the reconciliation in-depth once the development is done.
• Will read the code & understand it with the development team when any issues occur while testing.
• Worked with Product Owner on all the Backlog refinement, iteration planning & release planning based on the business priority.
• Grooming the stories during the pre-planning session for the upcoming iterations.
• Prepared process flows using MS Visio for the respective User stories as a part of Functional details to develop the Volcker UI for Volcker Funds DB.
• Prepared Test plans /scenarios & Use cases for the current Regulatory (ORI) project and do Regression test of the UI.
• Pull data from Oracle DB through SQL queries and complete testing & reconcile.
• Worked & updated on the problem statement and business requirement overview by understanding the business processes.
• Worked on the user interface (UI) mockup designs /forms in MS Visio.
• As a BA, acquired a strong sense of Software Development Life Cycle (SDLC).
• Creating BRD’s to source funds from various source systems like GM (WSS, Gloss, BPS, OIR, SPD, OIR Invest Vehicles), GT, etc to the Funds DB database ESP.
• Being in the part of all Agile ceremonies with the team and explain them the requirements and helping in resolving any impediments.
• Prepared the Performance Metrics from RTC for the top management reports.
• Worked with the Architect to finalize the architecture design for the Volcker Funds DB project.
• Worked on the Information Governance Catalog (IGC) to update the definitions & other details of the categories in the Enterprise Data Governance portal. Information Classification: General

Confidential

Sr. BA - ELMS

Responsibilities:

• Gathered business requirements and captured them to user stories with the acceptance in Version One.
• Worked on creating Functional Design documents for various licensing products of Confidential .
• Prepared process flows in MS Vision for the respective stories as a part of Functional details
• Worked for multiple licensing projects as a BA
• Prepared Use cases & test scripts for various projects in ELMS project and reviewed it for TCOE team
• Worked & updated the problem statement and business requirement overview by understanding the business processes.
• Worked on the user interface mockup designs /forms while preparing the user stories & all functional documents.
• Migrated from Waterfall to Agile methodology.

Confidential - Boston, MA

Sr. Business Systems Analyst

Responsibilities:

• Gathered business requirements and captured them in functional design documents by Agile methodology for the respective UI.
• Developed, coordinated and maintained process mapping activities and documentation for the Private Equity & Real estate funds .
• Supervising the Alternative Investments team to provide round the clock support & maintenance for 2 proprietary products of the Bank dealing with 200+ Private Equity and Real Estate (Alternative Investments Services - AIS).
• Extract fund reports and other fund details from Sybase & the client web portal (MySS.com).
• Designed the respective webpages /UI for the web portal and provide various sample outputs.
• Created wireframes for the portal /UI displaying details & drilldowns like the user information, fund details, etc.
• Supported various production applications like Invest AI, PEDGE, Brainware & MyStateStreet.com
• Research & ensured Autosys jobs are up and running whenever the jobs fail & did various Fund setups in Invest AI.
• Reviewed operational, financial and the technology processes to provide management with an assessment of overall effectiveness and efficiency of processes and risks, as it pertains to IT governance and internal controls.
• Supporting the batches that cannot be automatically processed in their entirety by Brainware Distiller Runtime Server are forwarded to the quality assurance application Brainware Distiller Verifier for manual correction.

Confidential

Sr. Business Analyst

Responsibilities:

• Gathered business requirements/User stories and captured them in functional design documents with process flow using MS Visio.
• Prepared the FRD document for all data sources/feeds and target systems that need to be mapped.
• Involved in static data management and decomposing report requirements for Futures Commission Merchant (FCM) module for setup and testing.
• Acted as project coordinator for a securities lending report workflow automation project through MS SharePoint 2010 from preparing a project plan till delivery.
• Automation of dashboards by creating multiple web portal’s /user interfaces (UI) for the respective teams of the entire Investment Banking operations which consist of 10+ teams (Fixed Income, Derivatives, Loans Processing group, etc)