SUMMARY

• Sr. Business Analyst with 15+ years of experience working for the financial clients like Confidential, JPMC, Confidential, Confidential Financial services etc.,
• 7+ years of experience in working with payments technologies like Automatic Clearing House (ACH), Same day ACH, ACI, PEP+.
• 15+ years of experience interacting directly with the client and internal teams to understand requirements and develop test strategy, test plans, test cases and other documentation
• 15+ years of experience in facilitating meetings to determine client requirements and converting the requirements to system specifications and have worked in all phases of the System Development Life Cycle
• Experience working with Capital Market, Market Data, Equity, Fixed Income, Currency, Commodities etc.,
• Ability to provide application and production support.
• Well - versed with the SQL queries of different types like Data Manipulation Language (DML) to perform data analysis and verification
• Expert in MS Excel (VLOOKUPS, Pivot Tables, Macros, Complex Formulas, Functions, Etc.), MS Word, Outlook, Power Point, Visio, CCP, CSCP.
• Worked within an Agile SCRUM development environment, as an active member of project teams with frequent interaction between project stakeholders.

TECHNICAL SKILLS

• Risk & Control Management/Development Assessment/Reporting
• Audit Coordination/Processing
• Team Leadership Expert in GAAP and Statutory Reporting
• Expert MS Excel & Access
• Quality Assurance / Stress Testing
• Disaster Recovery / Business Continuity
• Information Security / Cyber Security
• Budget Development
• Federal/State Tax Preparation
• Corporate Finance Repayment Plan Structuring
• Strategic Planning
• Certified Public Accountant (CPA) - Accounting Operations Professional
• ProSystem FX (CCH) and Lacerte Tax Systems
• Credit Adjustments
• Advanced Computer Proficiency (Both PC and Mac)
• Exceptional Communication Skills
• ERP (Enterprise Resource Planning) Software
• Agile Software Development Methodology
• Skilled with Wrike and AtTask Project Management Software
• Expert Knowledge of SQL and Relational Database Management Software

PROFESSIONAL EXPERIENCE

Confidential, Jersey City, NJ

IT Business Analyst

Responsibilities:

• Involved in developing the test strategy and assisted in developing test plans, test case objectives and test cases. Helped in developing QA Test plans for Functional, Integration and System Testing. Performed Black Box Testing. Performed GUI testing and user acceptance testing (UAT).
• Requirement Gathering for Fixed Income Trading System and produced initial requirement data to Business Process Requirements then converting requirements into technical specifications; Designed the business requirement collection approach based on the project scope and System Lifecycle (SLC) Methodology, documented the same in Business Requirement Document (BRD).
• Responsible for identifying and analysing various Wires and ACH payment initiation channels that send payment transactions to the Payment processing systems such as ACI Money Transfer System and PEP+. The analysis included all Outbound and Inbound payment flows for Domestic and International payments
• Participated in capturing and analysing the payment channels, payment types, message types and protocols between the payment initiation channels and payment processing systems by interviewing the stakeholders of Payment channels in the North American IRB territories.
• Responsible to produce BRD, PDD and SRS for the banks critical and high priority systems and for FI, FX, Equities, Repos and Derivatives.
• Coordinated testing and development efforts for inbound/outbound Data feeds & Messages - MQ, XML and flat files.
• Used complex SQL Queries for data manipulation and analysis of business metrics.
• Developed dashboard from data warehouse in Tableau for reporting and analytic purposes
• Responsible for Fixed Income and OTC Options part of the project. Involved in the Monte Carlo simulations using market data and to value the trades. Simulated yield curves with different spreads under various scenarios and used these curves to simulate the P/L path.
• Worked extensively on risk calculation and model development, path/scenarios generation and valuation model.
• View holdings in the portfolio in terms of market risks - equity, fixed income, currency, and commodities etc., in which drives VaR (Value at Risk), Equities.
• Responsible for Audit Risk & Control Management, Development, Assessment, and Reporting. The audit coordination performed was both external and internal.
• Administered the MRM web reporting infrastructure by defining a service level agreement (SLA) between the MRM team and CMRIT for promoting the accurate and on-time service delivery of on-line market risk web reports by close of business each day.

Confidential, NY

IT Business Analyst/ Project Management Consultant

Responsibilities:

• Analysed existing business processes and procedures, formulating, and sharing best practices and assisting the business departments in defining, establishing, and promoting business policies and standards and developed Test Plans, Test Strategies and Test Cases
• Gathered business requirements through one on one interviews of brokers and traders, surveys, controlled brainstorming sessions, prototyping, and conducting JRP session.
• Reviewed the business-critical elements with the help of traders, system developers and the portfolio managers.
• Conducted Gap Analysis of existing architecture and prepared workflow scenarios, designed new process flows of the proposed trading floor system.
• Testing of a new market data feed that provides a unified view of all the NYSE Group's Best Quote and Trade products including Best Bid and Best Offers from NYSE, NYSE Arca and NYSE Amex
• BrokerUTP - CCG interface specification and API for the new Broker System Consolidation project includes testing on OMS, Market data, Quotes, Trading Algos, Child orders, Routing orders. Testing of a new market data feed that provides a unified view of all the NYSE Group's Best Quote and Trade products including Best Bid and Best Offers from NYSE, NYSE Arca and NYSE Amex
• Prepared business requirement documents for VAR- based independent value calculations for Equity, Credit, Interest Rates and FX swaps.
• Worked with Subject Matter Expert for OTC derivatives, to analyse and develop requirements to meet client's needs.
• Performed data analysis, statistical analysis, generated reports, listings, and graphs.
• Responsible for leveraging data mining, analytics, and business intelligence to solve business/operational problems.
• Worked closely with stakeholders to assess current state, perform gap analysis, and develop requirements for business process, capability, and technology infrastructure enhancements to support the creation and management of stress testing scenarios.
• Additional areas of expertise include: Project Analysis & Redesign, Management of Cross-Functional Teams, Project & Delivery, Methodologies, Project Management & Tracking, Systems Solution.
• Responsible for formulating data-driven revenue protection/payment risk strategy through business intelligence and analytics.
• Provided application and production support. Assisted application development team to build the new data and new functions to test rules into the new platform during UAT. Ensuring that all data received correctly from upstream systems or sent correctly to downstream systems.
• Involved in providing the testing effort estimates and provided the timely feedback on progress of the testing activity.
• Successfully coordinated user acceptance testing (UAT) on each release of the project with the help of end user requirements.
• Worked with business partners to help identify, analyse, and resolve production data errors and inconsistencies. Create necessary tickets and assign it to development team with clear description of the issues and ensure resolution is applied in a time.
• Built a strong relationship with the users to be their trusted partner and was proactive in identifying and recommending solutions to different teams.

Confidential, New York, NY

Business/Data Analyst, Project Management/Quality Assurance

Responsibilities:

• Responsible for facilitating and recording client discovery sessions. Responsible for identifying and managing project scope. Exceptional skills identifying and managing functional requirements. Developing and validating use cases/user stories. Documenting key content deliverables (Requirements & Functional Design Docs, test scripts, UAT sessions and Acceptance Report, Training Materials).
• Responsible for communicating status to project managers, team members and management Work with technical teams to create and maintain test plans. Performed quality assurance (QA) testing and sign-off of assigned software functionality. Wrote business and functional specifications according to functional requests.
• Expertise in data mapping, data profiling, business process mapping and data mining.
• Architectures, Change Control Management, Budgeting & Planning, Cost & Resource Estimates, Project Risk & Scope.
• Balanced the company's accounts and budget, financial reports, and disclosure. Management reporting and analysis, sector analysis, stress test and forecasting. Analyse, reconcile, and interpret large amount of data.
• Managed multiples priorities and multitask, and also took care of business payroll accounts, as well as IT computers, SAP, Net Suite, Coding, Technologist Specialist, manage critical S1-S4 incidents and ensuring all keys management and business Stakeholders are kept up to date. Responsibilities included Information Security and Cyber Security.
• Innovative Software Engineer, Client Server Technician, Azalea Computing, JavaScript Framework, SQL Knowledge, JavaScript/HTML5, Angular VBA, Data Analyst and Modeling, Communication, CFA, Time Management, Data Cassandra, SAP Accounting, Finance, FMS Accounting, Vendix, IFA, CBT, Expert in MS Office, MS Word, Outlook, Power Point, GMP, Risk Management, Operational Management, also took care the payroll, as well as IT computers.
• Mapped process activities to desired outcomes to rectify operational inefficiencies. Accessed computerized financial information to answer questions related to specific accounts.
• Implemented user acceptance testing with a focus on documenting defects and executing test cases. Performed competitor bench marking analysis and identified savings opportunities and potential product enhancements.
• Assisted in creating and presenting informational reports for management based on SQL data. Often called on to help make changes to the SQL database that would prevent data corruption.
• Responsible for preparing the existing SQL platform for upgrades that were installed as soon as they were released.
• Assisted in creating SQL database maintenance logs and presenting may issues to the database architects.
• Assisted in developing SQL database mining procedures for various department heads. Guaranteed the implementation and support to a global IT Disaster Recovery and business continuity program focusing on industry best practices and procedures for availability, survivability, and recovery.

Confidential, New York, NY

Senior IT Business Analyst / Project Management Consultant

Responsibilities:

• Highly accomplished a Senior Business Analyst / Project Manager with a verifiable track record of managing complex IT projects and exceeding expectations.
• Practiced in clarifying requirements, performing gap analysis between goals and existing expectations. Practiced in clarifying business requirements, performing gap analysis between goals and existing procedures/skill sets, and designing process and system improvements to increase productivity and reduce costs.
• Extensive experience in the implementation of Financial Accounting, CRM, Employee, Relationship Management, and Partner Management systems for financial services firms. Strong Interpersonal skills, highly adept at diplomatically facilitating discussions and negotiations with stakeholders.
• Recognized project management skills consistently deliver complex, large-scale projects on time and within the budget. Understand and analyses global user business applications, package business application according to corporate standard.
• Worked in partnership with the IT and Business divisions and departments in prioritizing, planning, creating, organizing, and testing the Disaster Recovery and business continuity processes and plans.
• Assisted in planning, testing, and implementing IT Disaster Recovery and business continuity projects.
• Established and sustained exceptional relationships while partnering with functional areas across IT and business to promote awareness and support for disaster recovery, business continuity, and computer emergency response requirements.
• Coordinated with outside vendors, suppliers, consultants, and others in procuring services and ensuring compliance with the service level agreements.
• Employed the overall enterprise IT disaster recovery and business continuity strategy. Employed the overall enterprise IT disaster recovery and business continuity strategy.
• Created, documented, and implemented the IT disaster recovery and business continuity plans, procedures, standards, and best practices.

Confidential

Business Analyst

Responsibilities:

• Engaged client to gather software requirements /business rules, and ensure alignment with development teams. Drafted and maintained business requirements and aligned them with functional and technical requirements. Facilitated monthly meetings with clients to document requirements and explored potential solutions. Risk and Operational Management; managed company's account and financial reports. Analysed contract performance for bids, budgets, and forecasts. Prepared program operating budgets, budget reports and other financial performance reports. Maintained up-to-date account distribution information. Increased profits by 100 % by spearheading. Reduced and controlled company expenses.
• Adept in budget forecasting, variance analysis, and reporting.
• Excelled at streamlining process for improved efficiency and reduced waste. Projected future trends with proficient and proactive analysis. Resolved discrepancies promptly and developed ways to prevent future issues. Prepared for audits and worked directly with auditors to facilitate process. SAP, Net Suite, Budget Finance Management, Data Governance, SDLC Implementation, Vendex, IFA, Audit, Risk Management, Internal Audit Function and Developed and Implement, Auditor Manager, Management reporting and analysis, sector analysis, stress test, Financial reporting and disclosure, etc.
• Analysed departmental documents for appropriate distribution and filing. Verified data integrity and accuracy. Produced ad hoc reports and documents for senior team members. Performed initial client assessment and analysis to begin research process.
• Developed new process for employee evaluation, which resulted in marked performance improvements.
• Created and built firmware to test associate hardware. Managed design of dynamic widgets focused on area. Validated schematic designs working alongside hardware engineers. Obtained documents, clearances, certificates, and approvals from local, state, and federal agencies. Worked directly with departments, clients, and management to achieve accomplishments.
• Designed, developed, and tested embedded software applications for use in the financial &business industry. Responsible for creative design for prominent project. Implemented marketing strategies, which resulted in 12% growth of customer base. Helped resolve critical control and operational weaknesses; identified problems, recommended improvements, and worked in collaboration with Middle Office, Risk, and Finance to implement issue resolutions. Reduced operational risks and automated production and collection of key performance indicators for production time and processing errors by engineering key aspects of RMBS production environment.
• Replaced and eliminated time-consuming manual process, saving analyst 2 hours daily and dramatically increasing reporting capabilities by developing and rolling out new database that automated collection and reporting of P&L breaks to front office and operations managers.

Confidential, New York, NY

Financial Analyst

Responsibilities:

• Financial Analyst-working financial instruments, debt assurance, FX, IR, Credit, TRS, XCCY Swaps, FX Roll, Accounting & Finance knowledge.
• Managed multiple priorities and multitask, Time management and prioritization with ability to meet tight deadlines. Knowledge of understanding RMBS and ABS FICC products, etc. Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities at stock exchanges on behalf of investment dealers. Analysed target companies or investments decisions. Agreed on buying or selling prices at optimal levels for clients. Devised trading, option, or hedge strategies. Reported all positions or trading results.
• Tracked and analysed factors that affected price movement, such as trade policies, weather conditions, political developments, or supply and demand changes. Audited accounts and corrected errors.
• Made transportation arrangements for sold or purchased commodities. Presented oral and written reports on general economic trends, individual corporations, and entire industries.
• Sold financial products including stocks, bonds, and mutual funds. Profiled and analysed investment products to develop customized financial strategies for clients' financial needs. Conducted careful financial and covenant analysis of proposed transactions and portfolio companies.
• Monitored and analysed financial, statistical, and operational data trends.
• Developed, produced, and analysed financial statements by region. Ran and analysed monthly revenue risk reports for the executive team.
• Monitored organization's performance against competitors.
• Developed forecasting tools and dashboards to analyse revenue variance, business pipeline and industry trends.