PROFESSIONAL SUMMARY:

• Results - driven, detail-oriented and well qualified Business Systems Analyst with 8+ years of industry experience in Business Development Process and System & Data analysis with solid understanding of Business Requirement gathering, Business Process Flows, Business Process Modeling, Case Tools, and Business Analysis.
• Expertisein Software Development Life Cycle (SDLC)methodologies likeWaterfall,Scrum-Waterfall Hybrid, Agile (Scrum, Test Driven Development, Kanban) in domains like Finance and Banking.
• Good understanding and experienceinthe domains ofEquities, Bonds, Mutual funds, FX, Derivatives (FX Options, OTC Options, Swaps, Forwards, Futures) ETFs, F inancial Statement Analysis (Balance Sheet, Income statement, Cash Flow statements), Portfolio Management, Capital Markets, Trading life cycle, Investment andWealth Management.
• Sound knowledge in applicable rules, laws regulations administered by the Federal Reserve Bank, CFTC, SEC, and FINRA.Understanding of rules, laws, and regulations, and specific regulatory requirements impacting Investment Management services includingequity, valuation, debt, and derivative securities.
• Experience with Software Development Life Cycle (SDLC) that included Requirement Elicitation, Gathering, Analysis, Design & Development and change management.Proficient in organizing, conducting and facilitating elicitation sessions with stakeholders such as survey/questionnaires, Interviews, Brainstorming, Focus group, Requirement workshops,prototyping, Interface analysis, Document analysis, and JAD sessions.
• Created Business Requirements documents (BRD), Use-Case Specifications and System Requirements Specifications (SRS) accompanied by active participation in discovery sessions, interviews, document-reviews with customers.
• Conducted GAP, Impact, SWOT, Cost benefit analysis, Root cause, Interface Analysis, Feasibility study, ROI Analysis, Impact analysis, Risk Analysis, and As-Is and To-Be business analysis.
• Elicited requirements using techniques like Interviews, Brainstorming, Focus Group, Document Analysis, JAD sessions, Survey/Questionnairesand documented Business Requirements Documents (BRD), System Requirements Specifications (SRS), and Functional Specification Document (FSD).
• Strong experience in tracing requirements throughout development life cycle by creating Requirement Traceability Matrix (RTM) using MS Excel & tools like JIRA and HPALM.Handled Change Requests by taking upon the role of Change Owner, Interacted with Change representatives, CCAB to review Impact Analysis and documented Change Request Form.
• Acquainted with workflows and Unified Modeling Language (UML) diagrams including Use Cases, Activity Charts, Sequence Diagrams, Data Flow Diagrams, and ER Diagrams using MS Visio.
• Decomposed Functional requirements to User Stories to meet INVEST criteriaand then helped in prioritizing user stories using various prioritizationtechniques like MoSCoW and Kano Model.Assisted Product Owner in creating Acceptance Criteria and Definition of Done for requirements. Used Planning Poker for estimation of user stories.
• Extensive implementation knowledge of Databases, Data Table structures, Schemas (Star, Snowflake, Galaxy), Data Marts and OLAP operations such as Roll-up, Drill-down, slice and dice and pivot.
• Working knowledge ofInformatica MDM multi domain addition andETL tools like Informatica Power center for Data Normalization&Data Mapping. Proficient in creating Entity Relationship (ER) models and dimensional models.Assisted in data profiling, data cleansing and data validation in Data Warehouse projects.
• Experienced inBlack-box Testing, System Testing, Regression Testing, Load/Stress Testing, and Performance Testing.
• Worked with QA team to design Test plans, Test strategies, Test scenarios, Test Cases, Test scripts for User Acceptance Testing (UAT) usingHP Quality center/ HP ALM. Also created Requirement Tracability Matrix (RTM).
• Performed CRUD operations on databases using DDL, DML, and DCL along with select,joins, and stored procedures and exposure to various database platforms such as Oracle and Microsoft SQL Server.
• Extensively used reporting tools like Tableau to create visual representation of Data Analytics using Dimensions and Measures. Used MS Excel and IBM Cognos for BI analytics and reporting.
• Strong knowledge in Web Services, SOA Architecture using SOAP andREST APIs. Strong understanding of XML andJSON messagesand also responsible for API documentation using MS Excel.
• Designed the Test Cases in SOAPUI for API testing, Test Plans for documentation of all processes using Confluence.
• Sound knowledge ofSelenium IDE and used Cucumber for Behavior Driven Development (BDD). Good Understanding of Project Management activities, proficient with Project Management Tools, testing tools and defect reporting tools.
• A proactive and dedicated team player, with proven track record in producing high quality work under tight deadlines and multi-tasking to meet business goals. Experience in scheduling meetings, negotiating and co-ordination with Developers, Application Architects, Subject Matter Experts, business users and senior executives.
• Excellent Analytical, Problem solving, Communication and Documentation skills. Dedicated & Self- motivated, Proven leadership capabilities and Time management skills.Communicated effectively across company contacts and clients, internal team about the project requirements, schedules and launches.

TECHNICAL SKILLS:

Finance & Banking Domain: Automated clearing house, Asset allocation, Portfolio management, Fixed Income (Bonds, Convertibles, T-Notes, T-Bonds), Derivatives Money Market Instruments Mutual Funds, Trading, Equities, ETFs, Forex (FX)

Project Management Tools/Methodology: Unified Modeling Language (UML), MS-Project, Rally, JIRA, Agile-Scrum, Waterfall-Scrum, Waterfall, Extreme Programming, Kanban, SAFe

Requirement Management: MS Office, JIRA, Confluence, Rally, HP ALM 11.5.

Reporting Tools: IBM Cognos, Tableau, MS office Suite, Mockingbird, Balsamiq

Database: MS-Access, SQL Server 2008, MDM

Office Tools: MS Word, MS Excel, MS PowerPoint, MS SharePoint, MS Project, MS Visio

Financial Tools: Bloomberg Terminal, Bloomberg B-Pipe, Thomson Reuters, Morningstar

Testing Tools: HP QC, HP ALM 11.5, SOAP UI, Cucumber, Selenium

ETL Tools: Informatica, SQL Server Data Tools-Business Intelligence

Languages: HTML, XML, SQL version 2014

Databases: MySQL version 2012, MS Access, Oracle 9i, DB2

Defect Tracking tools: JIRA, HP ALM, HP QC, Confluence

PROFESSIONAL EXPERIENCE:

Confidential, Irvine, California

Sr. Business Systems Analyst

Responsibilities:

• Gathered and analyzed detailed business requirements with Subject Matter Experts (SMEs) and stakeholders through JAD sessions, document analysis and defined implementation flow including solution design, data modeling, development, testing and implementation for the TAPS applications.
• Also, presented detailed findings and recommendations through Gap Analysis and Use Case Scenario using MS Visio.
• Developed good trading knowledge of Equities, Municipals (Bonds), Trade Life Cycle, Front Office, Back Office, Capital Markets, Derivatives (Futures, Forwards, Swaps, Options), Exchange Traded Funds.
• Created Business Requirement Document (BRD) and Functional Specification Document (FSD) incorporating business, functional, non-functional, data, and GUI requirements.
• Perform product evaluation, product customization and risk analysis to automate the new security setup process and collateral call flow process of various fixed income securities such as Swaps, Options, FX, and Repos etc. Maximized the performance by updating operating system to monitor all transactions are in compliance with regulatory rules & compliance practices such as SEC etc. to sustain a more efficient operational system.
• Responsible for the design & documentation of the Swap Reference Services (SRS), a platform for the setup and trade of Swaps such as IRS Vanilla, Equity TRS etc. Part of the design team of the Enterprise Data Management application, which involves monitoring the asset setup in the security master and trade sent through the application.
• Designed & developed the test strategies and test cases for the Municipal Bonds to be sent through Enterprise Data Management (EDM) application. Designed an automated testing tool, thereby optimizing and increasing the efficiency & throughput of the Enterprise Data management bus.
• Developed new queries with DDL/DML statements through SQL Developer/SYBASE and unit test data fetched from the query. Employed SQL and advanced excel Power Pivot for status reporting/processing.
• Created sequential SQL queries using Select, Join to pull data from Bloomberg B-pipe. M onitored and analyzed the security data from various Bloomberg jobs such as Mortgage Ratings, reports, SwapFlt, main batch, accurals etc.
• Prepared Logical Data Models and Data Mapping that contains set of diagrams and supporting documents containing the essential business elements, detailed definitions, and descriptions of the relationships between the data elements to analyze and document business data requirements.
• Primary point of contact for troubleshooting, validating discrepancy, providing tactical solutions and analyzing the root cause for new asset security setups, existing securities, trade XML and TAPS Management system issues.
• Performed functional QA testing of enhancements prior to their release to Production environment.
• Prepared Test Cases, Test Plans and Test Scenarios to perform System Testing, Interface Testing, Scenario Testing and Regression Testing. Documented and reported defects within established process and tracking systems using MS Excel. Performed User Acceptance Testing (UAT) for various web based and database related applications.
• Involved in the migration of the applications to Glassfish servers on UNIX and window environments.
• Involved in the design and architecture of the Reverse flow of RDGateway, which is the enterprise data bus for both the real-time and existing asset securities and trade setups.
• Project planning and defining detail project definition. Maintained project status and project metrics of various projects on a daily/weekly/monthly basis and ensure project documentations to be complete and current as per agreed upon audit guidelines.
• Worked on REST Protocols, API documentation for XML messages in multiple tier architecture for the RDGateway and Swap Reference Services applications.

Environment: Waterfall-Scrum Hybrid, MS Visio 2013, Mockingbird Mock-up screens,MS Office 2013 (MS Word, MS Excel, MS PowerPoint),Bloomberg B-pipe, MS SQL Server, Java, REST, MS Project, Tableau, HTML 5.0 Javascript CSS 3.0

Confidential, Smithfield, Rhode Island

SrBusiness Systems Analyst

Responsibilities:

• Created Business Requirements gathering sessions in the form of questionnaires and business scenarios with the end users, subject matter experts (SME) and the developers. Gathered user and business requirements through JAD Sessions, interviews, surveys, Process Analysis, document analysis and prototyping.
• Analyzed and prioritized user and business requirements as system requirements that must be included while developing the software. Planned and defined system requirements to Use Case, Use Case Scenario and Activity diagrams using the MS Visio. Performed and documented Gap Analysis to between existing and proposed systems.
• Assisted Project Manager in developing Project Charter, Work Breakdown Structure to have a high-level view of the project using MS Project and Project Plans, Gantt Charts using MS Word.
• Developed good trading knowledge of Equities, Fixed Income Securities (Bonds), Trade Life Cycle, Front Office, Back Office, Capital Markets, Derivatives (Futures, Forwards, Swaps, Options), Exchange Traded Funds.
• Good understanding of the compliance in trading and investment practices such as SEC and FINRA.
• Created Business Requirement Document (BRD) and System Requirement Specification (SRS) incorporating business, functional, non-functional, data, GUI requirementsand Requirement Traceability Matrix(RTM).
• Assisted the product owner in prioritization of Product Backlog Items (PBIs)using MOSCOW technique including the process of breaking down EPICS into user stories using INVEST criteria.
• CreatedMock-Up Screens using Mockingbird softwareto help developers visualize the UI components.
• Handled requirement churn during the project by performing Impact Analysisand checking the feasibility of the new requirements compared to the previous requirementsby maintaining the triple constraint.
• Helped prepare Logical Data Models that contains set of diagrams and supporting documents containing the essential business elements, detailed definitions, and descriptions of the relationships between the data elements to analyze and document business data requirements.Performed Data mapping from Source systems to Data Ware House.
• The market data was extracted from Bloomberg B-pipe and Morningstaralong with individual data stored in Oracle DB & SQL serverin compliance with the SEC and FINRA regulations.
• Created sequential SQL queries using Select, Join to pull data from Bloomberg B-pipe & Morningstar. Developed Excel pivot tables to report the results to the traders and the portfolio managers.
• Used JIRA for allotting tasks, user story writing, backlog management, issue trackingand user story management.
• Prepared Test Cases, Test Plans and Test Scenarios to perform System Testing, Interface Testing (SOAPUI),and Regression Testing.Documented and reported defects within established process and tracking systems using HP AML/QC.Performed User Acceptance Testing (UAT) for various web based and database related applications.
• Logged down defects, and systematically managed them in JIRA.Modeled the Risks in MS Excel, performed sensitivity analysis and collaborated with the Traders and the technical team.
• Generated reports using analytical tools such as Tableau/IBM Cognosfor the traders and provided recommendations to the product owner over the use of Business Intelligence (BI) tools.
• Worked on service oriented architecture (SOA), SOAP andREST Protocols; responsible forAPI documentation for JSON &XML messagesin a multiple tierarchitecture for the trading dashboard.

Environment: Waterfall-Scrum Hybrid, MS Visio 2013, Mockingbird Mock-up screens,MS Office 2013 (MS Word, MS Excel, MS PowerPoint),Bloomberg B-pipe, Morningstar, MS SQL Server, JIRA, Oracle DB, Java,REST, JSON, SOAP UI, MS Project, Tableau, IBM Cognos, AJAX, HTML 5.0 Javascript CSS 3.0

Confidential, Malvern, PA

Sr.Business SystemsAnalyst / Scrum Master

Responsibilities:

• Conducted interviews & JAD sessions with stakeholders to collect business requirements. This information along with the vision document was used to transform business requirements into System Requirements Specifications (SRS). Interacted with the stakeholders to review & baseline the design documents.
• Analyzed the prior documentation and business processes for full understanding of the project.Documented Business Requirement Document (BRD) and Functional Requirement Document (FRD).
• Developed a good understanding of the various financial instruments such as equities, bonds, money market instruments and Asset/portfolio allocation, trading life cycle and portfolio diversification.
• Interacted with Financial Analysts to understand Fundamental analysis, Financial models to calculate Expected Return, Market Risk and Portfolio Risk of the portfolio to be used in Analytical tools.
• Used IBM Cognos reporting and Excel (Pivot Tables, Lookups and Macros) for reporting and analyzing the portfolio performance and fixed income analytics such as NAV, P&L, Asset Allocation and Cash Flows.
• Created various types of reports with bar chart, pie and line-chart graph reports for analytics using Tableau.
• Created User Stories and led the Planning Poker game to estimate them in Sprint Planning and Backlog Grooming meetings. Helped in estimation and prioritization of the user stories using Relative Mass Evaluation and MOSCOW.
• Assisted Project Manager in Project planning and work breakdown structure using MS Project.
• Highly proficient in writing User stories, creating Use Cases, Use case diagrams, Workflow Diagrams, Activity Diagrams, Sequence Diagrams and Class Diagrams using tools such as MS Visio.
• Identified source table, target table and mapped the data using MS Excel of various Portfolios,transactions and securitiesinto Data warehouse and Data Marts using Informatica Power Center Designer, Repository Manager, Workflow Manager and Workflow Monitor, which helped in better understanding of the client data.
• Designed Quality Plans, Quality Reports, and Test Summary reports and logged down defects using JIRA.Tracked the defects using HP ALM and managed an error repository with the QA team.
• Experience working in Three-Tier architecture, Ajax, Web Services (SOAP, WSDL, UDDI). Gathered requirements for Client-Side Validation, and Server-Side Validation. Tested through SOAP UI; API Documentation in MS Excel.
• Performed various SQL queries for relevant data retrieval on Oracle database using Select, Join and View queries.
• AssistedRegression Testing, Interface Testing (SOAPUI ) and Black box Testing. Created Test Cases, Test Plans, Test strategies, Test Scenarios and conductedManual Testsin HP Quality Center.

Environment: SDLC, Scrum waterfall Hybrid, MS project 2013, MS office 2013, MS Visio, UML, Java, Morningstar, Bloomberg B-pipe, Oracle 11g, JIRA, Rally, Informatica PowerCenter v9.6.0x, Web services, Oracle Database,, HTML5.0, CSS 3.0, JavaScript, HP QC 10.0,Tableau 9.0.

Confidential, Boston, MA

Business Analyst

Responsibilities:

• Facilitated JAD sessions as Facilitator and conducted interviews with various Subject Matter Experts (SMEs) and stakeholders, process reviews and policy & procedure reviews to elicit requirements.
• Used MS Visio for Process modeling, Process mapping and Business Process flow diagrams .
• Performed GAP analysis to assist Product Owner and Project Manager in planning the transition. Interacted with stakeholders to Identify business needs and evaluated business solutions.
• Prepared Business Requirement Document (BRD) and assisted in the preparation of System Requirement Specification (SRS). Analyzed, modified and validated these documents from the requirements gathered.
• Assisted incash flow analysis and preparing a summarized reports relating to cash in-flow and cash out-flow
• Developed Conceptual and Logical ER diagrams for the database. Created Data Dictionary for the data models. Identified Source systems for financial data profiling of the legacy system to be moved into target systems.
• Performed Data Mining to find correlation and pattern in existing data and constructed SQL queries .
• Assisted in the implementation of Integrated Data Warehouse with individual data marts to address areas of business interest. Used ETL to map data, assemble data repository and created data marts.
• Strong knowledge in ETL tool, Informatica Power Center for Data Normalization (1NF, 2NF), Data Indexing & mapping using and Informatica Data Quality for Data Profiling and Data Integrity using Informatica DQ.
• Worked closely with Project Manager for any change request and helped SMEs to do Impact Analysis.Designed and developed all Use Cases, Activity diagrams and UML models using tools such as MS Visio .
• Managed and tracked requirements using HP ALM through Application Life-Cycle.
• Conducted User Acceptance Testing (UAT), Manual Testing using Test Lab in HP Quality Center (HP QC) and assisted automation testers with system testing, integration testing and Regression testing.
• Was involved in using Tableau for effective visual representation of Business Intelligence (BI) to facilitate expenditure tracking using various parameters critical to decision making.

Environment: Waterfall, SDLC, MS Office (MS Word, MS Excel, MS PowerPoint, MS Visio), Tableau 9.0, MS Visio 2013, MS Project 2013, HP QC, HP ALM, Oracle DB, Informatica Power Center, Informatica Data Quality.

Confidential, Buffalo, New York

Business Analyst/ Systems Analyst

Responsibilities:

• Elicited requirements involving interactions with various stakeholders including financial analysts, portfolio and asset managers using JAD Sessions, Interviews and Document Analysis.
• Created Business Requirement Document (BRD) and System Requirement Specification (SRS) incorporating business, functional, non-functional, data and GUI requirements. Analyzed& translated business requirements using UML diagrams such as Use Case, Activity diagrams and Sequential diagrams using MS Visio.
• Assisted in creating Conceptual Model as well as Physical Model of the trading system using MS Visio.
• Handled requirement churn and triple constraints during the project by assisting in Impact Analysis.
• Developed good knowledge of Equities, Derivatives (Futures, Forwards, Swaps, Options), Exchange Traded Funds (ETFs) and Portfolio Diversificationin trading long and short strategies across various platforms.
• Solid understanding of Reference Data (pricing feeds and client data) and Data Analysis for real time market valuations.
• Developed good understanding of different phases of the Trade Lifecycle such as Account Setup, Trade Order Generation, and Trade Order Execution, Order Settlement.Worked with middle office and back office for Transaction management, trade capture &reporting for the required financial instruments.
• Strong knowledge in FATCA and CFTC regulations to integrate compliant reporting systems.
• Used JIRA for requirement tracking, issue tracking, and requirement traceability.
• Assisted ETL developers to map data from different sources (Bloomberg B-Pipe and Thomson Reuters) and perform transformations for all the assets such as equities, fixed income and derivativesto the traders system enabling them to upload the order & transaction details as and when the business required.
• Assisted in increasingData Integrity by performing Data Normalization, Data Standardization and Data Indexing to maintain accuracy and effectiveness of data using Informatica Data Quality.
• Handled requirement churn and triple constraints during the project by assisting in Impact Analysis.
• Assisted in writing Test Plans, Test Scripts and Test Cases and assured that all aspects of a Project are in compliance with the Business Requirements. Logged down the defects and managed them in JIRA.
• Performed SQL Queries and stored procedures to pull necessary data from Bloomberg and Thomson Reuters.

Environment: Scrum Waterfall Hybrid, Balsamiq Mock up screens, MS Office 2013, MS Visio 2013, MS Project 2103, Oracle 11g, Java, JIRA, Bloomberg B-Pipe, Informatica Data Quality, Informatica Power Center.

Confidential

Business Analyst

Responsibilities:

• Gathered requirements on the online brokerage platform from stakeholders by facilitating JAD sessions and extensive meetings with SMEs.Conducted Gap Analysis and created AS-IS and To-Be Process Flows documentation.
• Conducteddata mapping & data indexing for retrieval of information from existing account systems & outlined security measures for accessibility and transmissionof information using standard templates in MS Excel. Created Requirements Traceability Matrix(RTM) to track requirements and test cases usingRational Requisite Pro.
• Assisted and worked with Project manager in creating and assigned task through Work Breakdown Structure (WBS).
• Interacted with the customers and internal stakeholders in defining project scope boundariesand gather user requirements and their expectations from the system to create BRD, FRD and SRS.
• Created business and functional requirement documents and prepared Use Cases models, Sequence Diagrams and Activity Diagrams using tools such as Rational Rose and MS Visio.
• Worked with the QA team for designing Test Plan and wrote Test Cases for the User Acceptance Testing (UAT) andassisting the Automation Testers in System Testing, Integration and Regression Testing.
• Developed plans for verification and validation of requirements at all levels so that developed software successfully fulfilled user expectations and business needs.
• Worked closely with Project Manager for any change request and helped to do Impact Analysis.
• Worked with Quality Assurance (QA) testing team in preparing the test cases, test plan and procedures for system testing
• Used HPQC for allotting tasks, issue tracking and requirement traceability.Documented the cause analysis and final resolution to the issues. Designed and Implemented SQL queries for QA testing and reporting data validation.

Environment: Waterfall, MS Visio, MS Office Suite, MS Access, SQL version, Rational Rose, HP Quality Center, MS Project, MS Visio, MS Office (MS Excel, MS Word, MS PowerPoint).

Confidential

Business Analyst /SQL Developer

Responsibilities:

• Facilitated meeting and arranged JAD sessions with business users for requirement gathering.
• Performed requirements analysis, formulate and define systems scope and objectives through user needs and an understanding of business systems and industry requirements.
• Developed documentation for various stages of the Software Development Life Cycle(SDLC), including Functional Designs and Test Cases.Provided functional support and guidance to application changes.
• Served as a liaison between business team and the project team by assisting the business in identifying, understanding and documenting their business needs and requirements.
• Created AS-IS and TO-BE business process flow diagrams, integrate process flow diagrams to show end-to-end business model including swim lanes for the elicited business requirements.
• Responsible for preparing Software Requirement Specifications (SRS) and Functional Requirement Specifications and performing Gap Analysis to check the system compatibility with the new requirements.
• Created use cases and designed use case diagrams class, sequence diagrams and activity diagrams.
• Used SharePoint for content management and document management. Assisted in gathering requirements for the GUI (Graphical User Interface) Screens and designingmockup screens using Balsamiq.
• Added and configured various transformations like lookup, derived column, data conversion, aggregate, conditional split, merge, row count, union, select and joinpertaining to data.

Environment: SQL Server 2008, SQL Server Integration Service (SSIS), SQL Server Reporting Services, Waterfall, MS Office, MS Sharepoint, MS Excel, MS Access, UML, Balsamiq