SUMMARY

• An information system professional with 9+ years of experience focusing on Business Analysis, Quality Assurance, Project Coordination, Requirement Gathering, Technical writing, Documentation, Market Research, Presales and demonstrated ability to provide innovative business and technical solutions in Banking, Finance and Trading domains.
• Facilitated and participated in Joint Application Development (JAD) sessions, and white board sessions to keep executive staff and the team members apprised of goals, project status, and resolving issues.
• Ability to analyse needs and product requirements to create a design.
• Experience in Business Requirement Document (BRD), Functional Specification Document (FSD), Workflow design, Use cases design and Wire frames design for projects.
• Expertise in CRP execution with test cases, use cases and identifying the causes of operating errors and decide what to do about it.
• Responsible for working with product management to translate business objectives into functional requirements, and great user experiences for our customers.
• Performed data mapping by executed SQL scripts at the backend database level to ensure the correctness of the test results.
• Extensive knowledge inequities, Fixed Income (Bonds, Convertibles, T - Notes, T-Bonds), Derivatives (Options, Futures, Forwards, Swaps), Money Market Instruments (T-Bills, Commercial Paper), Mutual Funds, Portfolio Management, Commodity etc.
• Involved in Risk analysis, Securities (Stocks and corporate bonds) and their valuation, Portfolio Management (risks and returns) and analysis, Asset Allocations Bond pricing, Financial Derivatives, Cash flows, financing structure, Capital Management, Stock Valuation, Amortization, etc. Experienced in securities trading on various products.
• Excellent expertise in Quality Centre for directing, tracking and outlining needs during a project SDLC.
• Excellent ability to communicate effectively in writing as appropriate for the needs of the audience.
• Review Balance Sheet and Funding/Cash usage of Cash Equities and Derivatives business globally.
• Coordinate New Product Approval for NA Cash Equities and Derivatives.
• Worked on Investment Banking projects specialized in Securities Trading (stock trading, fixed income trading, and derivatives trading), wealth management and risk management.
• Successful investigation of daily incoming ACH Claims inquiries using multiple systems and tools.
• Experience in Business Process Modelling and redesign concepts especially for system ER and process diagrams.
• Data collection and analysis, financial modelling, forecasting, market assessments, and other research activities that can be used for reporting or other deliverables.
• Analyse market volume data, loss ratios, market share, and client reporting for NA Cash Equities/ Delta One.
• Proven track record in delivering results on time, utilizing formal software development methodologies, both Agile and Waterfall.
• Experience in Data Validation and ETL testing.
• Excellent ability to Identifying measures of system performance and documentation of the actions needed to improve the system performance.
• Remarkable ability to conduct tests and inspections of products, triage meetings to recognize and determine critical testing faults.
• Excel in conducting research on products and evaluation of the specific requirements of customer.
• Deep exposure in Industry Analysis (Competitor Analysis/ Services Offered/ Cost Vs Benefit Analysis).
• High disposed to giving full attention in presales activities i.e. writing proposals, bid management and collateral preparation
• Formulated and presented brief reports and presentations to the administration with potential recommendations for further activities.
• Involved in reviewing System Testing test cases and have always been active member of Defect Review Board (DRB).
• Experience of conducting User Acceptance Testing (UAT) for various projects.
• Involved in writing UAT test plan, UAT test cases and UAT test report.

PROFESSIONAL EXPERIENCE

Sr. Business Analyst

Confidential - Quincy, MA

Responsibilities:

• Acted as liaison between the SME's and the technical teams, handled all scheduling, resource planning and allocation matters, ran all status meetings and compiled reports.
• Involved in managing the Sprint Backlog with the team; maintaining daily burn-down chart and using it as a tool to manage tasks prioritization during iterations
• Involved in documenting and managing Product and Sprint backlogs.
• Responsible for trading solution, by using Fidessa's global connectivity network to access listed derivatives and cash equities liquidity
• Participated in Daily Agile Scrum, Biweekly Sprint Planning and Retrospective Sessions and update the team on work status
• Involved in creating User Stories, Business Process Diagrams and Use Case(s) following Agile methodology.
• Worked on credit derivatives, cash and equity derivatives, private client, fixed income, derivatives, portfolio management for equity IT trading systems.
• Ensure completeness and accuracy of Trade and position level data of Loans and Deposits, OTC, Swaps and Capital Market in the strategic.
• Developed and execute full lifecycle trade reconstruction test cases across the Interest Rate Swaps (IRS) and Credit Default Swaps (CDS) businesses.
• Involved in creating UML Diagrams for business process flows using MS Visio and Mockup Screen for a custom HTML5 user interface for Secondary Market for Private Equities which includes application development in Eclipse and deployment in SAP Fiori App.
• Worked with automating access requests using SSO (Single Sign On), LDAP (Lightweight Development Access Protocol), and REST API (WEB API) resulting in bank attaining full audit satisfaction across all IAM Controls.
• Utilized Agile & RUP methodologies to document requirements to map data feeds for several products including equities, fixed income, derivatives & commodities.
• Played key role in the design and execution of CTM for Exchange Trade Derivatives by documenting design and development requirements in an Agile system development life cycle.
• Worked on various JAD session with different stakeholders.
• Involved in meeting sessions with SMEs from various business areas to capture requirements for enhancements in the application. Involved with following financial products and terms: Fixed Income, Derivatives, Equities, Hedge Funds and trade cycle.
• Used numerous requirement techniques in order to have non-redundant requirements which helps in creating efficient FRDs and BRDs.
• Involved in numerous requirements planning sessions as a facilitator to gather stakeholder business and functional requirements
• Involved in walkthrough of the BRD for the technical teams to help understanding the requirement.
• Managing the administration, vendor relationships, requirements, timelines, user acceptance testing and delivery of end to end business applications utilized within the Fixed Income, Regulatory, Equity, and Derivative spaces.
• Involved in creating and maintaining the Requirements Traceability Matrix (RTM).
• Attended user interviews, gathered requirements and analysed the requirements using Rational Requisite Pro
• Gained Knowledge on Identity Federation, Single Sign On, SAML.
• Worked for the Identity Access Management (IAM) group. Aim of the project was to launch Single Sign on (SSO) for all Treasury Management products across Confidential .
• Involved in developing alternative solutions to resolve underlying operational issues; assisted in building a business analysis process model using Visio.
• Involved in designing and developing Use Cases using UML.
• With the help of various business model diagrams, such as State-Activity Diagrams, Process Flow Diagrams and Class Diagrams developed in MS Visio, decomposed the complex business logic into small and simple tasks, easy to understand and implement.
• Involved in preparing weekly/ monthly project status reports that included the major milestones achieved, tasks completed in the project.
• Assisted internal personnel and external entities to leverage the Identity and Access Management infrastructure.
• Involved in developing and maintaining Identity Management standards and processes. Promotes the adoption of common identity standards, approaches and processes. Identifies areas for improvement and escalates issues through the governance structure.
• Monitors compliance to identity requirements and policies.
• Involved in documentation of Data Mapping and ETL specifications for Data warehouse.
• Involved in Indexing and Partitioning of Database.
• Involved in the creation and deployment of the reports using SSRS and configuring the SQL Server Reporting Server.
• Involved in reporting tool enhancements and bugs. Enhancements and bugs managed with JIRA.
• Involved in designing the Test Plan for all the phases of Testing followed by the Project Plan followed by Agile Methodology
• Worked on Backend testing extensively by writing SQL validation queries in Oracle Toad against the database.

Business Analyst

Confidential

Responsibilities:

• Involved in Joint Requirement Planning (JRP) sessions with SME's in understanding the Requirements pertaining to Loan Origination to Loan Processing.
• Worked with other project teams with data analysis, data mining and data profiling as needed.
• Participated in the ETL migration ETI to DataStage and in the DBMS migration Oracle 11g to Teradata.
• Performed data analysis, data reconciliation and data retrieval from various systems along with identification of data gaps and data quality issues for Basel II Credit Risk Mitigation System (CRMT).
• Worked on context sensitive on-line help files for a wholesale banking software. This involved creating animated help screens, writing RTF files, capturing screens, creating hotspots and compiling help files.
• Worked on tasks among development team monitored and tracked progress of project following agile methodology.
• Involved in Investment Banking projects specialized in Securities Trading (stock trading, fixed income trading, and derivatives trading), wealth management and risk management.
• Worked on Investment Banking projects specialized in Securities Trading (stock trading, fixed income trading, and derivatives trading), wealth management and risk management.
• Worked with Fidessa buy side solutions, sell side solutions, global connectivity and market data.
• Assisted in the collection of financial data and conducted data mining.
• Used Visio to create use cases, activity, and workflow process diagrams.
• Provided trade support to the fixed Income trading desks for various products including Interest Rate Swaps, Credit Default Swaps, Treasury Trades and other money market products and OTC derivatives.
• Involved in data profiling on datasets with millions of rows on Teradata environment, validating key gen elements, ensuring correctness of codes and identifiers, and recommending mapping changes.
• Calculate intrinsic value and time value, and Greeks (delta, gamma, Vega, theta) Set up securities (T-Bonds, IR Futures, Eurodollar and futures, IRS, CDS, commodity futures and options, etc) in Front Arena for trading.
• Worked with Fixed Income trading desk to discuss, encapsulate, and finalize the data migration process.
• Incorporated the Informatica Velocity approach for Mapping design, development and Data Governance.
• Involved in designing of on-line transactional processing (OLTP), operational data store (ODS) and decision support system (DSS) (e.g., Data Warehouse) databases, utilizing Data vault (hub and spoke), dimensional and normalized data designs as appropriate for enterprise-wide solutions.
• Involved in dealing with different data sources ranging from Flat files, Oracle, Sybase, SQL server, Teradata, Ms Access and Excel.
• Used MS Office tools like MS Access, MS Word, MS Excel, MS PowerPoint & MS Project for project documentation.
• Involved in supporting over the counter (OTC) derivative trade capture and straight through processing (STP).
• Involved with the trading activities of Credit Derivatives, Interest Rate Derivatives, FX Derivatives, Equity Derivatives and Commodity Derivatives; and Futures including Commodity Futures Contracts and Financial Futures.
• Involved in Project Management i.e. Project Scoping, Planning, Estimating, Scheduling, Organizing, Directing, Controlling, Budgeting and Drafting Remedy Procedures.
• Involved in documenting process flows for Credit applications in compliance with PCI- DSS to ensure deletion of cardholder data after the retention period.
• Involved with data profiling for multiple sources and answered complex business questions by providing data to business use.
• Worked on ETL Informatica development task's like creating jobs using different stages, debugging etc.
• Worked with business users and banks for loan data related issues, loan quality issues, and fraudulent loans; Being the liaison between business and technical teams, work with several internal teams involved for interfaces, and different groups like development, testing, change requests, production team, for processes involved, and getting issues resolved on time.
• Worked closely with the Enterprise Data Warehouse team and Business Intelligence Architecture team to understand repository objects that support the business requirement and process.
• Worked on GAP Analysis for RDR and HUB Tables for each source system populated in RDR and HUB.
• Interacted with users for verifying user requirements, managing change control process, updating existing process flow, FRD and TDR documents.
• Use of data transformation tools such as DTS, SSIS, Informatica or DataStage.
• Worked on application requirements with UML modelling (MS Visio) and documented Dialogue application output management and FileNet Enterprise Content Management solutions.
• Worked with SQL and Data Warehousing for arrangement of customer data.
• Worked on Pivot tables (for handling dynamic data/tables for averages, Sum and other functions), Used Macros and created custom data validation rules, VLOOKUP, Array formulas in excel.
• Worked with Data Warehousing team in Metadata Modelling and gathering requirements for product catalogue data load specifications for Data mapping and Data Modelling.
• Worked on PL/SQL and Dynamic SQL to extract Data from Oracle databases. TOAD software used for creation of packages and stored procedures. Used Erwin for database modelling.
• Worked on Business Requirements from the end users keeping in mind their need for the application and prepared Business Requirement Documents (BRD) using Rational RequisitePro.
• Performed the physical database design, normalised the tables, worked with Denormalised tables to load the data into fact tables of Data warehouse.
• Involved in the creating the User Interface Specification Document and User Training Manual as per project specification with the help of development team
• Assist the technical team in translating application functionality into application architecture and the production of a System Functionality document.
• Involved in mentoring specific projects in application of the new SDLC based on the Agile Unified Process, especially from the project management, requirements and architecture perspectives.
• Involved in creating and managing Project Templates, Use Case Project Templates, Requirement Types and Traceability Relationships in RequisitePro.
• Worked on UML Diagrams such as Activity, logical, Component and Deployment views to assist development and engineering in understanding the requirements using Rational Rose.
• Maintaining SQL Script for creation of Database Objects using VSS (Visual Source Safe).
• Various versions of the documents generated during the project were maintained and managed using Rational ClearCase and performed defect tracking using Rational ClearQuest.
• Attended Functional Walkthroughs, User Acceptance Testing (UAT), and supervised the development of User Manuals for customers.
• Assisted to develop the Test Plan, Test Cases and Test Scenarios to be used in testing based on Business Requirements, technical specifications and/or product knowledge.
• Worked closely with Testing team and helped in testing the Informatica mappings, workflows, Ab initio Graphs and Teradata scripts.

Business Analyst

Confidential, Pittsburgh - PA

Responsibilities:

• Worked with the business community to define business requirements and analyse the possible technical solutions.
• Involved in requirement gathering, Business Process flow, Business Process Modelling and Business Analysis.
• Worked on business requirements document with project teams. Extract, discuss, and refine business requirements from business users and team members.
• Involved in managing meeting sessions with committee of SME from various business areas including Mortgage Servicing, Loan Monitoring and Asset Management.
• Involved with the trading activities of Credit Derivatives, Interest Rate Derivatives, FX Derivatives, Equity Derivatives and Commodity Derivatives; and Futures including Commodity Futures Contracts and Financial Futures.
• Worked with Portfolio Managers, Experienced Traders, and Compliance Manager to configure the rule-based scenarios for capturing market and credit risk, general multi-factor sensitivity analyses, and PnL.
• Worked on loan, bond, equity, & CDS transactions. Reconcile security positions and P&L across all product lines. Reconciled loan accruals, rate resets, foreign exchange P&L, and loan pay-downs.
• Worked on processing of equity and bonds, reducing input errors by 60%.
• Involved in developing User stories for Business Process Flow, System Integration Testing based on the requirements of various Trading Desks.
• Involved in developing and implementing processes and tools for requirements gathering, analysis, planning, tracking and delivery using Rational Rose requisite pro - RUP.
• Involved in performing Gap Analysis for new functionality requirements, as well as prioritized them based on actual business needs so as to align them with the product release roadmap.
• Involved in designing and developing Use Cases and UML models using Microsoft Visio.
• Worked on AS IS and TO BE in the existing architecture and performed Gap Analysis. Created workflow scenarios, designed new process flows and documented the Business Process and various Business Scenarios and activities of the Business from the conceptual to procedural level.
• Extensively involved with the trading activities of Credit Derivatives, Interest Rate Derivatives, FX Derivatives, Equity Derivatives and Commodity Derivatives; and Futures including Commodity Futures, Contracts and Financial Futures.
• Assisted Senior Management with the development of project schedules. Develop requirements and preliminary design for client applications. Perform analysis and design projects using a systems development methodology. Work with all levels of client staff in solution definition.
• Coordinated activities between business unit and technical staff, developing new methods, policies, and procedures to meet the business needs, and will acted as primary trainer in education of the business unit as it relates to business applications.
• Involved in organising meetings and send agenda of the meeting, draft minutes to keep all invitees of the meeting on a same page.
• Organize weekly status meetings with the team to promote open discussion of business requirements and other system functionalities.
• Involved in GAP Analysis to analyse the current system and worked with internal users to help define system requirements.
• Involved in various JAD sessions with development architects and business leads to develop both high-level and detailed application architecture to meet business needs.
• Worked on user and business requirements as system requirements that must be included while developing the software.
• Involved in scheduling meetings with users, SMEs and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.
• Worked collaboratively with the User Group, User Experience Analysts, and System Analysts to help document custom and system modifications.
• Worked on Traceability Matrix for maintaining/updating current and new system requirements using MS Excel.
• Involved in managing documentation on release activities to support problem resolution and post-release analysis.
• Worked with QA team to translate requirements into Test Plans and Tests Scripts while overlooking the testing techniques applied.
• Involved in the testing team in creating User Acceptance Test Plan based on Business Users Requirements and reviewed Test Plan templates.

Business Analyst

Confidential - Cincinnati, OH

Responsibilities:

• Worked as Senior Business Analyst in requirements gathering and development, in Financial Operations and Technology, Treasury, Front-office trading, clearing, product control, with emphasis on financial services, risk, capital markets, investment management and asset management domain.
• Worked on large scale change initiatives across multiple functional areas.
• Shared best practices to leverage experiences for strengthening processes across sites.
• Act as a liaison on BI initiatives between business and technology partners and the MIS reporting team.
• Involved in developing and maintaining BusinessObjects universes to ease the task of developing reports for the MIS reporting team.
• Involved in design and operating effectiveness of controls for business and Information Technology purposes.
• Involved in loan life cycle, loan origination, loan data, customer data, loan servicing.
• Involved in achieving credit approval on commercial loans underwritten.
• Worked on documenting PCI- DSS compliance requirements and created traceability matrix with given functional requirements. Oversaw design, test and user acceptance of software and ETL with adherence to PCI standard.
• Worked on developed technical requirements and pricing models for various revenue collection services to be solicited from financial institutions.
• Worked closely with project manager to market risk, credit risk and liquidity risk analysis.
• Involved in weekly execution summary progress reports for the VP/Execs summarizing all the projects in execution.
• Worked on application requirements with UML modelling (MS Visio) and documented Dialogue application output management and FileNet Enterprise Content Management solutions.
• Provided industry best standards for pricing, start-up and transition cost, and service-level agreement.
• Involved in gathering requirements and wrote functional specifications, use cases for fund systems and Front Office Trading Application for Equity, Derivatives, Futures & Options and Fixed Income trades
• Involved in research to determine current market pricing in various product categories.
• Used Web services API client tester tool to test access to the full DSS data model.
• Written SQL queries to prepare mock-up test data using SqlDbx tools & DSS test to test application thoroughly.
• Worked on the development of pricing templates and pricing models specific to Financial Agent Selection Process.
• Involved in creating customized dashboards for teams in Jira.
• Coordinating and tracking all projects for releases using Project Management System JIRA.
• Leverage the knowledge of PAS product and Business knowledge to provide quick solutions to the well as offshore team.
• Worked on multiple aspects of account management, including answering client inquiries, examining portfolios, making recommendations, and acting as primary contact.
• Extensive Knowledge on RWA Calculation under Basel III norms.
• Worked on LCR (Liquidity Coverage Requirement) calculation for Repo transactions.
• Worked extensively in capital markets, Global finance and banking application in the areas of compliance and regulatory reporting and trading platform enhancement.
• Responsible and accountable for the coordinated management of multiple related projects directed toward strategic business and other organizational objectives.
• Worked extensively with Microsoft Excel (Macros, VLOOKUPS, and Pivot Tables). Proficient Microsoft Word, PowerPoint, Access.
• Moved the Commercial Team from a MS Excel based pipeline sales report to a Customer Relation Management System and administer the process with the team on a weekly schedule.
• Good knowledge of MS Office tools like Excel, Power Point, and Word and SharePoint.
• Worked on recruitment/training/staff development initiatives to maximize productivity.
• Involved in designing mock-up User Interfaces and Wireframes to communicate visual data flow to the end users with the help of iRise and MS Visio.
• Business Requirements Gathering, Business Process Flow, Business Process Modelling and Business Analysis
• Analysing existing information system process flows to ensure accurate aggregation of financial data from multiple systems for consolidated financial reporting.
• Involved in documenting enterprise risks and key controls through detailed process flow maps and narratives including business continuity plan.
• Conducting comprehensive business risk assessments and risk profiling for various process and operations of clients.
• Involved in testing operating effectiveness of the controls over financial reporting and UAT.
• Involved in writing SQL queries to help user with User testing.
• Coordinated End to End Testing activity and UAT.