SUMMARY

• PM, Agile Scrum, Project Controller/Program Manager, Scrum, Waterfall, System Integration, IT Consultation, Coaching (Agile/PMBOK)
• Banking & Payments, Capital Markets, Insurance, Healthcare, Utility, Software.
• Proficient in creating BRDs, Use Cases, FSDs (Design), Requirements Traceability Matrix, DFDs, ERDs, Data Models, and Relational Databases (Oracle), Data Warehousing.
• Expert at BA requirements gathering, BSD, FSD, etc ...
• Expert at Authoring Use Cases, User Stories - walkthrough artifacts with IT/functional teams through out SDLC
• Expert at resolving requirements and business rules conflicts - functional and technical gap analysis.
• Led workshops to create Epic/User Stories (Agile Scrum), and Sprint Planning.
• Coaching and collaborating agile teams to modify the process for a smooth and consistent iterating deliverables.
• Facilitate and coached scrum meetings to build product backlog of user stories and sprint planning.
• IT Consultant at one of four leading management consulting firms in USA - implementing a complex financial project
• Led workshops and trained client resources on Scrum (JIRA), DFD processes, etc...
• Wrote articles on Banking Strategy, Digital Banking Transformation: Processes and Challenges, Architectural topics on Mobile and On-Line Banking, PMBOK/Agile and "hybrid" PM practice, HR and Conflict Management.
• Engaged with a diverse business entities: from executive levels to functional & IT teams - on diverse topics: from Strategy & Marketing to Requirements Gathering, Agile and Waterfall artifacts creation/collaboration.
• Proactive, team player, results-oriented, top-down approach to problems, flexible, quick to absorb on-demand business and technical issues. Forward-thinking and p ositive.

TECHNICAL SKILLS

Industries: Banking & Payments, Capital Markets, Insurance, Healthcare, Utility, Software

Scrum Master/Business/System Analysis/PMO: User Stories, Sprint Planning, (Jira and VersionOne) - Requirements and Business Rules Capture/Analysis, Functional Design, Business Process Reengineering (BPR), Risk Analysis, Facilitating Use Cases & User Stories workshops, Focus Group, Brainstorming, SWOT Analysis, Processes Swimlane Flowchart, System & Data Integration, Metrics & KPI, QA Testing

Data & Functional Modeling: Agile Story Board, Use Cases, Business Rules, Requirement Matrix (RTM), State/Activity Diagram, DFD, ERD, Conceptual & Physical Data Modeling, UML, Web Services, User Interface Design, SQL, Oracle ( PL/SQL ), ETL and Data Warehousing, BI Reporting, CRM (Siebel)

PROFESSIONAL EXPERIENCE

Confidential - Braintree, MA

Sr. Business Analyst

Responsibilities:

• In a Scrum Team, modified User Stories written by others to customized to Development and QA needs.
• Authored User Stories on Retirement System (Variables such as Age, Annual Income, Savings, Salary, retirement expected, etc...) for Voya's Digital Initiative.
• Grooming functional User Stories in agile ceremonies with DevOps teams - extracted technical User Stories / Tasks
• Covered progress and bottlenecks on daily huddle meetings.

Skills involved: Agile Scrum, User Story Authoring, User Stories rearrangement in Sprints, Story Board huddle and Collaboration using VersionOne (Collabnet), ServiceNow and HP Quality Center.

Confidential

Program & Project Controller (Agile)

Responsibilities:

• Was responsible for overall Digital Transformation program via working closely with functional teams (Marketing, Internet and Card Management, 3rd party bill payments, and with agile internal and Fintech development teams).
• Digital Transformation program broke down into 110 projects. Every project had to have a standard artifacts such as business case, project charter, WBS, project plan (schedule), change controls and interval project status reports.
• Held project status meetings on weekly and on-demand basis with PMs .
• Formed Strategic PMO (SPMO) team. Members had financial, marketing and banking domain background. Prepared strategic documents and guidelines to board of directors and bank's executive team of which one of its prime achievement was Digital Transformation program.
• Coordinated PMO activities - from standards and governance and resource planning and PM M&C to executive level reporting and presentations.
• Was a controller on IT projects servicing 3rd party (Central Bank) regulatory Anti-Money Laundering mandates. Worked with banks Risk and Finance to assess the risks and mitigating t. Created activities (WBS), and follow-up with timeframe (Schedule) via weekly project status meetings.
• Worked with Operation, Marketing, Finance, and Risk - identified financial and operational KPIs such as branch performance on quality of lending (credit risk and default), sales (total deposit amount, service generated revenue, etc...), and customer experience (satisfaction on service calls, social media).
• Coordinated diverse functional and technical activities of Digital Transformation team - a hybrid of Agile(Kanban Board) /Waterfall practice in product backlog (scoping/service breakdown), scrumming diverse teams
• Products were CARDS (debit/gift/credit card), ATMs, Core Banking and Mobile Banking services, Infrastructure and Security Services.
• Facilitated system integration Group (DevOps) - to address data and system integration of heterogeneous data sources and platforms. The forum objective was to identify and resolve system and data integration interface issues(core banking unto digital services APIs).
• Engaged with FinTechs and Startups on requirements and design of APIs (Mobile Banking Services)
• Coached stakeholders consisting of functional/technical (e.g. bank's Cyber Security, Servers/Network infrastructure) and PMs on creating project artifacts
• Wrote articles on Banking Strategy, Digital Banking Transformation: Processes and Challenges, Architectural topics on Omnichannel and Mobile Services, PMBOK/Agile and "hybrid" PM practice, Personality Types and Conflict Management.
• Propagated, and trained resources on PMBOK and Agile - as a methods to handle multilayered and poorly defined project engagements and processes.

Confidential - Burlington, VT

Lead BA/Data Analyst & Agile Scrum Master

Responsibilities:

• Formed and coached VHC's Core Scrum Team (CST) - with a mission to move toward agile development practice.
• Created procedure to create User Stories - a process of Best Practice of Functional and Nonfunctional User Stories specific to VHC.
• Initiated the first agile project with JIRA - as a pilot with Epic, User Stories which used as a sample work to train and bring onboard VHC's BAs, WebDev, Siebel, and Client resources.
• Conducted daily scrum meetings with IT and client BA and SMEs (Plans, Contracts, Payment,..). IT teams were: WEB Application Development, Siebel, SOA, Database/Data Warehouse, and Business Intelligence
• Created Context Diagram, Level One, and lower level DFDs with complete Flows and Data Stores for VHC project
• Ran workshops training client’s resources on DFDs
• As CRM Data Analyst, created VHC Conceptual Data Models - this models were used as seed for Safyr Metadata Subject extract. Safyr was used as a reverse-engineering to map metadata against Siebel database.
• Created Conceptual/Logical/Physical Entity Relationship Diagram (ERWin ERD) - modeled on subject areas as Contact, Account, Case, and Plan (Healthcare Policy). These subjects were the "seed" for dimensional modeling design in VHC's data warehouse project.

Skills/Tools involved: CRM (Siebel), Systems Integration (Portal/OPA, Siebel, SOA, Carriers, Fed/CMS, Payments Processor),JIRA, Visio (DFD), Object Data Model (UML notation), Data Analysis with Safyr (Metadata Extract), Data Modeling with ERWin (ERD), Data Warehouse

Confidential - Boston

Sr. Business Analyst Consultant

Responsibilities:

• Led a team in creating use cases based on scattered and often oral requirements - filling the functional gaps and inconsistency via working closely with SMEs and Development team. Captured Business Rules for one-time payment, repeating, and automatic Payments where scheduling payments could come from single or multiple bills channels. Bill Payment as core product would also allow scheduling payments and payment activities of other P&T services such as Overnight, Quick Pay, ACH, Wire transfer.
• Was primary point of contact on Requirements/Functional Design inquiries from developers/testers
• Coached and led an Onshore/Offshore BSA team.
• Wrote over 40 Use Cases and documented and verified with client sources over 700 Business Rules on Bill Payments scheduling for following products: Merchant and Commercial Loan, Credit Card, Home Loan, Line of Credit, Personal loan, Auto and Student Loan, Commercial and Business Loan. Use Cases/Business Rules were the focal point to address requirement/design gaps referred to by Dev/IST/QA team.
• From diverse data stores where different Money Move products (such as Mortgages, Loans, Credit Card, etc ..) reside, captured data requirements rules to have a new feature - namely Universal Payee (common payee). e.g., a Universal Payee with Wire and Bill Pay services, if a customer would edit the name on payee, depend on the service whereby the change initiated, the system would trigger service of OFAC or FraudNameAddress checks. Such complex web of service calls/products had to be mapped and reflected as Business Rules. These BRs provided a structure to mitigated risks associated with OFAC/FRAUD.
• Verified/customized Business Rules of P&T for mobile app implementation.

Skills involved: Facilitating JAD workshops design, BRD, FSD, Use Case, Requirements Traceability Matrix, Wireframe (iRise),UML (Of Use Case), XML, Business Rules, SharePoint, State Diagram, HP Quality Center, Testing

Confidential, Nashville, TN

Data Modeler

Responsibilities:

• Mapped complex tier-based calculations for branch redemption into DFD - redemption calculations were based on guest stay type (point or hybrid of point/cash), average daily rate, branch occupancy rate, etc ..
• Created a spreadsheet model that reflected complicated calculations (using math and Lookup functions) for hotel branches reimbursement. This model was used to generate test cases for calculations part of RE system. Verified test data via IBM Informix and XML data transport.
• Captured/Analyzed/Documented requirements for RE interface as complementary system to a web of HHonors systems as Rate & Inventory, Central Reservation, Guest Rewards, and Guest Profile Management.
• Facilitated JAD sessions between AppArch, Dev team members of RE & Central Reservation systems in addressing complex system components such as Web Services, Application Servers, ETL process and its architecture.

Skills involved: Data Modeling, Mockups (Balsamiq), Excel (formula/functions), ERD, Class Diagram, Data Flow Diagram, XML, Testing

Confidential

Database Design and Admin

Responsibilities:

• Designed data model and created the physical database for an employee IT Resource Assignment application - created stored procedures, triggers, packages in Oracle 11i. Created Views, Constraints, Sequences, Indexes, complex table-joins, and reports.
• Maintained an Oracle 11i database - tasks included security, backup, and tuning performance.

Skills involved: Oracle Enterprise Manager, PL/SQL, SQLPlus, TOAD, UNIX.

Confidential, Milton, MA

Senior Business Analyst

Responsibilities:

• Redesigned and migrated older version of a Fund Admin (FAW) system to a newer version (APS). Through extensive contacts with Business Clients - mainly Mutual Fund Administrators, Fund Accountants, and Tax Group, gathered and defined business requirements toward an integrated system solution.
• Analyzed trading and investment documents for interface to feed APS system. Worked with a major client to tailor Fund Admin to their specific fund calculations and BI reporting needs. APS consisted of Funds Setup, NAV price daily load, Total Returns calc, Yields calc, daily fund Transmissions, 1099 Tax preparations, and Fund Admin reporting.

Skills involved: Full System Implementation of a Financial Application, BSD, MS Project, Rational RequisitePro, Rational Unified Process (RUP framework), Visio Wireframe.

Confidential

Senior Systems Analyst

Responsibilities:

• Designed/programmed Nomination (GAS/1). Maintained the prototype phase of the project. Managed and executed the system test for GAS/1. Participated in all SDLC phases to develop GAS/1 system.
• Administered Metscan - a Linux based system to manage data transmitted from automated monitoring devices to report on load and usage of gas. Was the focal point for users support of system and its database.

Skills involved: Full SDLC of a C/S application development (C/Stored Procedure Oracle, PL/SQL), System Conversion, Software Package Implementation, "AS IS" vs. "TO BE" analysis, Processes Swimlane Flowchart, Systems Integration, BPR, Risk Analysis, Metrics and Key Performance Indicators, Linux.

Confidential, Quincy, MA

Systems Analyst

Responsibilities:

• Collaborated with business, gathered system requirements and prepared Functional Specification to implement Agent/Broker Security Website (ASWS) for client CGU Life Insurance of America
• Developed a web-based, ASWS consisted of contact management, prospect tracking, document management, automation of agency work-flow, agent commission calculation engine, agent performance tracking, retaining policy and policyholder info and interfacing with life insurance applications.
• Prepared test plan and test cases for ASWS. Using SQL, resolved data/system issues raised during System Test execution.

Skills involved: Functional Specification, Test Plan-Case-Scripting-Execution, System Transition Legacy to WEB, Database Design (Data Modeling), Cold Fusion Wireframe design, JAVA, PL/SQL.