SUMMARY

• A seasoned Business Analyst with extensive experience in leading and supporting teams to deliver business value in IT solutions.
• Proven ability to deliver end - to-end large-scale changes at complex global organizations and carry out: iterative and waterfall implementations, requirement elicitation and management, data analysis, test planning, requirement validation testing, release planning and coordinate user acceptance testing.

TECHNICAL SKILLS

Methodologies: Waterfall, RUP, Agile

Change Management Tools: Rational Clear Quest, Rational Clear Case, Confluence, JIRA, RTC

Business Modeling Tools: Rational Rose, Microsoft Visio 2010, Pega

Analysis Tools: MS Excel, MS Access, Toad, Micro Strategy, QlikView

Project Management: Microsoft Project, Microsoft Excel, Rational Requisite Pro

Programming Languages: Python, SQL, HTML

Databases: MS SQL Server 2012, MS Access, Oracle, DB2

Testing Tools: Trade Test, Market Test, HP Quality Center

PROFESSIONAL EXPERIENCE

Confidential

Business Analyst

Responsibilities:

• Leading requirements and designing end-to-end workflow to incorporate impact of Trade on start-of-day positions to get a more accurate Net Asset Value computation
• Analyzing and documenting requirements for positions, security master and reference data processing which lead to a new strategic solution to handle and load file contentions
• Participating in requirement workshops with internal user groups and helping in devising a strategic approach towards future enhancements so that takeaways are converted to business value
• Leading data requirements for self-service and batched client reporting for NAV comparison data and getting a large group of stakeholders to agree on the proposed solution
• Creating requirements artifacts on confluence and converting them to user stories for the development team and regularly guiding systems analysts during estimation, sprint planning and backlog refinement
• Executing test cases, creating testing plans, and facilitating UAT for various initiatives including database migration from MS SQL Server to Oracle
• Assisting client onboarding in project planning and executing for enhancements to Income, Expense, Valuation, Security Master, Positions, Pricing, FX attributes for prospective clients and developing a client onboarding implementation schedule with KPIs used for reporting to stakeholders
• Creating user stories in JIRA and participating in backlog refinement meetings to help in determining analysis needs for in-scope items
• Leading planning and testing for implementing a data archival and retention policy to proactively reduce application performance bottlenecks

Confidential

Business Analyst/ Project Manager

Responsibilities:

• Turned around stagnant migration deliverables and executing a strategy to help with migration from EZE to Charles
• Reported implementation status to the deputy CTO of Mellon capital and worked with other Project Managers to develop consensus on integrated solutions for the Portfolio implementation team
• Resolved issues related to Total Return Swaps (TRS) as replacement version of CRD doesn't natively support TRS, hence facilitated in creating a hybrid structure to allow for TRS processing in EZE
• Analyzed and tested reports (using SQL) and dashboards and creating confluence guides to document report and dashboard logic
• Created new user guides in Confluence for: corporate actions, model analysis, model validation, pre-trade compliance and Trade Blotter
• Created JIRA tickets and requirement specifications in Confluence and managing information updates for team and management
• Planned future state workflow documents to source transactions and positions data feeds from Portia to Charles River and to replace EZE as the primary OMS

Confidential

Business Analyst and Solutions Lead

Responsibilities:

• Led the team as a product owner/solution lead and created documentation for process and solutions related to Market Data sourcing from: SNL, IHS Markit, Bloomberg, Moodys and RIMES
• Created user stories into RTC and requirement specifications in SharePoint for multiple development teams that followed different Agile methodologies and ensured that teams delivered solutions according to specifications
• Assisted in updates to Market Risk stress scenarios for BCBS 239 reporting and performed UAT as well as production check for the updates
• Assisted Risk Analytics and Credit Risk in identifying Bank, Broker Dealer and Insurance data attributes for Probability of Default (PD) and Credit Appetite papers automation and performed a data coverage analysis
• Performed data analysis for data ETL mappings (from various vendors) and assisted application teams in building an understanding of market data for downstream consumption and reviewed filter logic with business stakeholders
• Utilized modeling techniques to conceptualize Business/Functional requirements., process modeling, data modeling and system modeling methods to gather information at an appropriate level of detail and scope to represent multiple perspectives as well as stakeholder needs
• Led UAT efforts by introducing pre-UAT demos, test scenario walkthroughs and triaged between development teams and global business users
• Decomposed high-level information into details, distinguishing user requests from the underlying true needs, and developing solution ideas from requirements
• Participated in creating a Data Quality Dashboard in RTC with help of data governance to identify and avoid sending any erroneous Risk data to flow to downstream systems and reviewed reconciliation reports with Risk Analytics team after modeled assets were loaded to data lake
• Presented project delivery status to senior management including and steering committees on a Bi-weekly basis
• Gathered ideas for analysis, led the procurement of necessary data requirements, built and executed reports, and communicated the results with the team to solve problems/issues related to Credit, Probability of Default and Market Risk reporting

Confidential

Business Analyst

Responsibilities:

• Led requirements gathering user workshops and whiteboarding sessions and assisted in proposing solutions to meet both short-term operational requirements and long-term strategic targets post system migration
• Analyzed as is batch reports extraction processes from Confidential and recommended both tactical and strategic solutions for reducing to be batch report costs thereby saving the firm $400K/year in reporting costs alone
• Conducted workshops with a global user base to gather and document business requirements in use cases and user stories for ad-hoc/batch reporting needs and recommended data extract optimization solutions to user groups
• Assisted an Agile development team and enterprise architect in designing a strategic data mart as a part of the solution design to optimize data uploads/downloads thereby minimizing inefficient usage of batched report extracts
• Automated processes for Fixed Income, Derivatives, LDI, Equity and High-yield portfolios for performance, attribution, stress tests, characteristics/analytics and cash flow projection reporting using Confidential, SQL and MSBI (SSIS and SSRS), UC4 and MS Excel resulting in lower daily batched report counts along with significant cost savings
• Documented upstream and downstream input and output processes along with workflow dependencies and alternate models to upload and download positions, transactions, prices, benchmark index and analytics/characteristics data
• Assisted Agile development teams and documented data sourcing needs along with data mapping requirements for future state analytics, portfolio/account master, security master, and security/ benchmark index reference data feeds to align report extracts with data mart design and strategic data lake needs for future state
• Created a test plan and data validation strategy for global Proof of Concept (PoC) and production parallel UAT testing to compare both format and content of existing and future state replacement solution data extracts
• Assisted development team in building an extract comparison tool and wrote SQL queries to perform data validation
• Performed data validation on reports replicated by Bloomberg PORT+ team and communicated report replication status in a RAG (Red, Amber and Green) matrix and updated steering committee on existing data quality issues