SUMMARY

• Over 7+ years of work experience in Business Analysis and Data Analysis in investment asset and wealth management and financial services. Specialized in Implementation of investment management Tools and Data Governance.
• Vast experience in creating Policies, Procedures, Standards and Guidelines to govern Data.
• Created Business Case to justify Data Governance for organization through various power point presentations to various Data Stake holders (Including LOB Executives).
• Created Data Governance Program Roadmaps, maturity assessments and Implementation approach.
• Analyzed data processes and business rules to document data flows, metadata and data lineage.
• Extensive experience with financial data like Security Master, Issuers, Ratings, Prices, holdings, KYC and accounts.
• Experience in working on Data warehouse projects in financial sector. Extensively used BI tools like Tableau and QlikView and Access reports.
• Good Function expertise on Compliance and Risk management, Asset Management, Trade Processing, Portfolio Compliance, and Fund Accounting.
• Good Functional expertise on Trade Life Cycle of Equity, Fixed Income, FX, and Cash.
• Coordinated and led Data Governance working groups Stakeholders like Data Stewards, Data Custodians, Data Consumers and Data Owners.
• Vast experience in integrating Aladdin and Charles River with Omega, Tradeweb, Liquidnet and electronic brokers.
• Extensive data analysis skill for defining business rules and senior management level reporting.
• Vast experience in generating dashboards to report KPIs and KRIs to senior stakeholders.
• Created the business glossary and metadata for various data domains elements by working with SMEs.
• Implemented and Administered Collibra Data Governance: Setup Business Glossary, Workflows, Data Governance Assets, Setup users and Data Catalog.
• Documented the critical data elements (CDE) by analyzing the KPIs and KRIs and associated data workflows.
• Expertise with data profiling, data mapping and data enrichment process.
• Worked on both Waterfall and Agile - Scrum project methodologies. Used extensively SharePoint, Microsoft Project and Jira throughout project life cycle.
• Generated dashboards using Tableau and Microsoft excel.
• Used Collibra and Excel to document data governance flows, metadata, data quality metrics and data lineage.
• Experience in creating data mapping documents between multiple systems.
• Worked with ETL team for successful implementation of project.
• Experience in design and development of ETL processes required to extract, transform, cleanse, and load the data from source system to target system.
• Experience in Validating the data between different systems in each phase of the project using excel.
• Strong excel skills like writing complex formulas (using VLOOKUP, INDEX etc.,), creating reports, PIVOTs, and macros.
• Used SQL against SQL Server and Oracle data bases. Extensively used Microsoft Access and excel for data analysis.
• Ability to understand the existing business process issues and reverse engineer to implement the effective business process.
• Creating flow diagrams for critical data elements while implementing Data Lineage.
• Very strong Business analysis skills like conducting requirements gathering sessions, Writing BRD, FRD, Data Mapping, Flow diagrams, System Integration Testing (SIT), User acceptance testing (UAT), and Change Management.
• Experience in Defect Tracking, Requirements Tracking and Change Request implementation.
• Setup interview sessions with end users for requirement gathering.
• Worked with internal architects and, assisting in the development of current and target state
• Expertise in various types of software development life cycles like waterfall and agile.
• Extensive experience in project initiation, development of conceptual design and requirements definition.
• Experience in documenting the complete process flow to describe program development, logic, testing, and implementation, application integration, and coding.
• Extensively involved in Test Plan Creation, reviewing and monitoring progress, risks and resources, schedules.
• Strong analytical and problem resolution skills with ability to plan, prioritize, and work efficiently in a multi-tasking environment.

TECHNICAL SKILLS

• Collibra, Policy documents,
• Asset Management,
• Investment Management,
• Retail Banking, Bloomberg,
• BlackRock Aladdin,
• Charles River,
• CAMRA, PAM, Sim Confidential Dimention, Eagle Star, Eagle Pace,
• Business Analysis,
• Requirements Gathering,
• Data Analysis,
• Project Management,
• Data Management & Reporting,
• Change Management,
• Database Development,
• SQL developer,
• ETL, Informatica Power Center 9.X,
• Informatica Data Quality 9.X, SQL Server,
• SSRS, PL/SQL, Oracle 11g,
• OBIEE 11g, Business Objects,
• JIRA, Toad, MVC, Autosys Scheduling,
• MS Office suite, MS Visio,
• Share Point, Agile,
• HP Quality Center,
• HP ALM, UML, HTML, Web Services.

PROFESSIONAL EXPERIENCE

Confidential, CALIFORNIA

Responsibilities:

• Created Data Governance operating model and org structure for Dropbox.
• Implemented and Administered Collibra Data Governance: Setup Business Glossary, Workflows, Data Governance Assets, Setup users and Data Catalog.
• Worked on Connecting Collibra tool with various systems.
• Documented Data Governance best practices.
• Customize workflows in Collibra based on the Governance model Roles and Responsibilities.
• Performed an end to end data lineage assessment and documentation for Critical Metrics.
• Provided regular status reports to the management.
• Used LucidChart to draw business process swim lane diagrams.

Confidential, TAMPA, FLORIDA

Responsibilities:

• Worked on Data Governance for Asset & wealth management data, Basel Committee on Banking Supervision (BCBS 239) and IHC Regulatory projects.
• Assisted Data Governance Office in designing policies for different data domains like Confidential, security master, KYC, Pricing and holdings data.
• Worked with Collibra to automate data governance artifacts, data governance assets and workflows.
• Used Visio to document data flows, system flows and process flows.
• Assisted Data Governance manager in preparing working group meeting agendas and meeting minutes.
• Did end to end data assessment and documentation for CDEs. Used various methods to shortlist and finalize CDEs.
• Assisted in designing data quality rules working with data stewards
• Analyzed various Tableau reports, crystal reports to understand the data usage and related business rules.
• Used SQL to analyze data on SQL Server and Oracle data bases to analyze CDEs and related KPIs.
• Used various dashboards using Tableau to report data quality measures and data governance progress to the management.
• Documented data lineage as technical and business assets.
• Assisted with data governance policies and implemented the same by working with data owners and data stewards.
• Interviewed various business and technical users to trace the business and technical lineage and documented using Excel and Visio.
• Created the business glossary for various data domains.
• Documented data quality rules by working with the data stewards and custodians.
• Used SQL to join data from multiple database sources and create a data reconciliation framework.
• Worked on Data Mapping and data validation of various data domains.
• Worked on Data validation using complex Excel functions like VLOOKUP’s, Power Pivot and VBA Macros.
• Performed data profiling on the source systems that are required by Subject matter experts.
• Worked on implementing data governance framework, data lineage and data quality setup.

Confidential,

Responsibilities:

• Implemented and Administered Collibra Data Governance: Setup Business Glossary, Workflows, Data Governance Assets, Setup users and Data Catalog.
• Supported Eagle Pace data management (data upload, data export, best data), Datamart and stored procedures.
• Coordinated with the business users to understand the BI requirements and translated them into Visual Graphs.
• Analyzed investment asset management data for exceptions between legacy systems and new systems.
• Analyzed the investment data, Security Master, Positions, Trades, and Pricing data.
• Extracted and analyzed data from Bloomberg terminal using excel formulas.
• Worked on data of various asset classes from data vendors like Factset, markit, s&p, moody’s, point etc. to create stewardship on Eagle PACE and Charles River.
• Worked with data quality teams to resolve data quality issues.
• Documented data quality controls.
• Implemented the business process to integrate the data from Investment accounting systems to custodial banks like Confidential.
• Worked with multiple investment asset classes like Equity, Fixed Income, FX, and Derivatives.
• Participated in business process review meetings.
• Created data requirements for the feeds between Trading, Accounting, performance, and data warehouse systems.
• Worked with ETL developers to successful implementation of Transformation logics.
• Interacted with Managers and Architects and provided efficient approach for various solutions
• Worked with project team representatives to ensure that logical and physical data models were developed in line with Confidential standards and guidelines.
• Conducted requirements gathering meetings to elicit requirements.
• Worked with Technical Analyst to translate functional requirements into technical specifications and documented using Software Requirement Specification (SRS).
• Derived Use Cases from developed matrix where necessary.
• Designed Concept diagrams, Workflow diagrams, Use Case diagrams, Activity diagram using UML modeling tool Visio.
• Worked with testing team to create test cases during UAT and Parallel testing.
• Hands on exposure on SharePoint for Tracking Requirement Documents, Status Reports, Implementation Guide and Support Documentation.

Confidential

Responsibilities:

• Worked on Asset & Wealth management Datawarehouse and data enhancements initiative.
• Documented the complete data lineage from origination to the warehouse.
• Created the business glossary for the Security master, issuer master and ratings data domains.
• Created data interface specifications for performance and risk management business teams.
• Lead Data Conversion activities working with various data consumers.
• Applied data cleansing/data scrubbing techniques to ensure consistency amongst data sets.
• Worked on documenting the critical data elements (CDE) for compliance and risk.
• Involved in analyzing SQL, stored procedures used to import data from SQL server to Tableau.
• Created Data Connections, Published on Tableau Server for usage with Operational Dashboards.
• Tableau Logs - Reviewing the Server logs for any errors or security issues that are unexpected.
• Worked on accounts, entitlements, security master and pricing data.
• Created Test Strategy Planning and assisted testing team to implement test plans during UAT kickoff.

Confidential,

Responsibilities:

• Involved in developing test plan for the entire application. Developed test cases after analysis of the Business requirements and Business Use cases.
• Performed Backend Testing by executing SQL queries.
• Worked closely with database development and administration teams.
• Authored the Business Requirement (BRD), User Requirements, Functional Requirements (FRD).
• Worked on Use Case diagrams in gathering requirements.
• Worked with development team to implement technical solutions the client.
• Interacted with all the developers to report defects and to get the build status of the application.
• Designed and built sharpoint sites and used advanced excel including macros.

Confidential,

Responsibilities:

• Created test plan documents and some functional requirements as well.
• Analyzed system Specifications and design document and developed test plan in HP QC.
• Participated in Use case Reviews, Test case Reviews, Test scenario Reviews and created synchronization points for validation and verification.
• Preparation of Test Plan which specifies testing overview, testing approach, testing strategy, roles and responsibilities and scope of testing.
• Executed different scenarios like compatibility, scalability, and load test to identify bottlenecks on every component of the system.
• Performed data accuracy, data validation, and data integrity testing by querying the database using ‘SQL’ to ensure and to confirm business rules.
• Interacted with Developers and QA team members in different defect raising situations.