PROFESSIONAL PROFILE:

• An experienced IT professional with skills in business analysis, data architecture and project management.
• Effective in enabling technical solutions for various Banking & Financial Services domains with a focus to enhance business efficiency and performance.
• Complete project lifecycle experience using formal structured methodologies.
• Business and technical stakeholder management defining strategic objectives, critical success factors and acceptance criteria.
• Preparing change driven business cases and subsequent project planning to deliver on Time, Budget and Quality.
• Eliciting Business Requirements and Functional Specifications (UML / BPMN) while tracing to implementation (UAT).
• Includes User Stories, Use Cases, Test Cases, Process Flows, Performance KPI.
• Master Data Management (MDM), Data Governance, Quality, Maintenance and Stewardship.
• Hands - on data analysis (SQL) to elaborate BI needs, data maps and required data model challenges. Data consolidation, migration, ETL design and Entity Relationship Models.
• Managing and coordinating global cross-functional teams; worked for clients in Europe, Australia, Singapore, Taiwan and Mauritius. Mentoring teams for best practices and actives related to business analysis, requirements management, testing and implementation.

SKILLS:

Analysis Skills: Requirements Engineering, Process Analysis, Data Analysis and Modelling, Data Warehouse Design, Lean Six Sigma Business Process Management & Improvement (BPM / BPI)

Business Domains: Investments (Asset) & Wealth Management, Lending, Financing, Banking, Risk (Credit & Scorecards)

SDLC/Frameworks: Rational Unified Process (RUP), Agile (SCRUM), Waterfall, Capability Maturity Model

PROFESSIONAL EXPERIENCE:

CONSULTANT DATA ANALYST / SR. BUSINESS ANALYST

Confidential

Responsibilities:

• Reporting to Asset & Wealth Management CTO and Director of Enterprise Data, collaborated with business stakeholders from discovery till implementation to enable multi-source Trade Data Warehouse for BI and Master Data Management (MDM) capabilities.
• Functional areas include Buy Side / Sell Side ~AUM: 100B, 70k Accounts, 100k Securities .
• Vendors included Bloomberg, Pershing, SS&C Advent Moxy, Fidelity.
• Delivered centralized Trade data warehouse to consolidate multiple sources and formats for Compliance & Regulatory reporting (FINRA, MiFID II). Key Reporting Areas relate to Orders, Routes/Placements, Executions, Settlements, Allocations and Re-balancing/adjustments.
• Designed and implemented data structures for complete Trading Lifecycle for Portfolio Managers/Brokers. Aligned with Accounts Master, Securities Master and Holdings for reconciliation. Includes data merge, time series and data quality exception handling reprocessing.
• Analyzed existing processes to define target state (Visio). Elicited business requirements and functional specifications; includes Data Analysis (SQL, Excel), ETL Mappings & Transformations and Relational Database Modelling (ER Flows, 3NF). Facilitated UAT by defining success benchmarks. Delivered via Agile Scrum/Kanban based User Stories, Acceptance/Test criteria.

CONSULTANT SR. BUSINESS ANALYST

Confidential

Responsibilities:

• Reporting to Director of Strategic Planning & Finance, streamlined enterprise wide Projects Demand Management Normalisation.
• Collaborated with Wealth Management, Consumer Banking and Commercial Banking stakeholders to identify inefficiencies and propose improvements.
• Optimized budgeting tracking process for estimates, risk analysis, audit trails, financial calculations (CAPEX, OPEX, NPV, ROI, IRR), Resource Planning, artifacts (Business Case, Solution Options, Feature Function Set), BI KPI Reporting and major deviations alerts.
• Collaborated with Project Management Group to ensure Project Management methodology is aligned to the new Demand Management process (to track major deviations in estimations vs. actual).
• Compared various vendor solutions (Clarity, Inpensa) by assigning weighted scoring to various factors and comparison BI graphs.

CONSULTANT DATA ANALYST / SR. BUSINESS ANALYST

Confidential

Responsibilities:

• Delivered mechanisms to align multi-source data for business functions and BI Reporting (Web/Mobile). Includes Regulatory & Compliance, Portfolio Book of Business, Performance, Investment Strategy Adherence IMA/IPS, and Investors KYC/CDD/BSA/AML/CRR.
• Designed and implemented data structures related to Accounts/Portfolios, Holdings/Positions/Valuations, Tax Lots, Trades/Transactions, Securities/Asset Classifications & Groups, Parties, Securities including non-marketable/non-traded Alternative Investments (Private Equity, Hedge Funds), Held Away (non-managed), Real & Hard Assets. Aligned Custodian/Brokerage, Fund Admin and Accounting data.
• Conducted interviews with broad audience to study existing business processes and define target state (Visio). Translated findings into technical requirements, data structures and user acceptance criteria. Elicited business requirements and functional specifications; includes Data Analysis (SQL, Excel), ETL Mappings & Transformations and Relational Database Modelling (ER Flows, 3NF).

CONSULTANT SR. BUSINESS ANALYST

Confidential

Responsibilities:

• Managed cross functional business team expectations for Enterprise Technology on a new banking system implementation.
• Coordinated stakeholders during complete lifecycle.
• Elicited requirements and optimized technical workflows by analyzing existing functional processes. Involved understanding of various legacy systems for business as usual (BAU) activities; involves users (CRM), accounts, investments instruments, Bill Pay, ACH Transfers.
• Managed data migration for existing users to new system (~200k). Includes Party, Accounts, Investments, scheduled Bill Pays, internal and ACH Transfers. Validation involved data lineage/traceability from multiple sources, data cleansing, transformations, Master Data Management (MDM) and vetting multi-vendors data import formats.
• Delivered data integrity strategy with various user touch points on multiple systems. Includes users’ confidential information, accounts information and aligning internal data to 3rd party. Key regulatory areas include KYC/AML/CDD, Transactions and Activity Trigger Rules.

CONSULTANT BI FUNCTIONAL LEAD / SR. BUSINESS ANALYST

Confidential

Responsibilities:

• Analysed Master Data Management (MDM) for Portfolios, Investors Accounts, Holdings, Trades, Transactions and Performance.
• Generated data mappings from two legacy source systems to investments warehouse and downstream to the BI reporting data mart.
• Created a dashboard in OBIEE to enable summaries, alerts and drill down capabilities of an integrated BI environment.

BI IMPLEMENTATION MANAGER / SR. BUSINESS ANALYST

Confidential

Responsibilities:

• Implemented multi asset front desk trade BI reporting from enterprise investments data warehouse to facilitate risk exposure.
• This involved analysis of reporting needs and multiple inbound market data sources (Bloomberg, etc.) for information on Investors (KYC/AML), Portfolios, Fund Positions/Holdings, Valuations, Pricing and Trades/Transactions.
• Delivered BI reporting service from technology to business partners. Includes estimations, SLAs and Service options, Master Data Management (MDM), modeling/implementing various multi-region reporting formats (BVI, etc.) from multi-source hierarchical data.
• Managed complete project cycle.
• Elicited business requirements to model data extract formats.
• Generated ETL mappings with transformations, functional specifications, process maps, data models and reporting data flows.
• Conducted UAT and post-live support.

PRODUCT IMPLEMENTATION MANAGER / SR. BUSINESS ANALYST

Confidential

Responsibilities:

• Implemented Master Data Management (MDM) on investments assets data warehouse to facilitate risk exposure, AUM and revenue.
• Elicited business requirements and modeled 20+ data sources/formats in the data warehouse.
• Generated in/out mappings with ETL transformations logic, functional specifications, process maps, data models and BI reporting data flows.
• Managed and coordinated cross functional teams during complete project cycle. Includes analysis, design, development, system acceptance testing (SAT), Business/User Acceptance Testing (BAT/UAT) and post-live support. Conducted s for end clients.

CONSULTANT BUSINESS ANALYST

Confidential

Responsibilities:

• Delivered gap analysis for 3rd party market data feeds (UML, Visio). Coordinated and facilitated Business Acceptance Testing (UAT).

REQUIREMENTS MANAGER / SR. BUSINESS ANALYST

Confidential

Responsibilities:

• Elicited business requirements, functional specs, data models, UML models and coordinated UAT for sign-off. Conducted business requirements workshops and applied Lean Six Sigma Business Process Improvement (BPI) to measure efficiencies and performance.
• Analyzed business processes, drivers and technical needs to deliver business cases for 5 new global multi-million $ initiatives. This involves evaluating multiple vendor solutions by devising an evaluation scorecard.
• Implemented BI KPI metrics for performance reporting. Key data areas include Originations, Settlements, Investors (KYC/AML). Automated Requirements & Testing management by implementing Caliber and Quality Center on 7 existing projects.

SR. TECHNICAL SPECIALIST / BUSINESS ANALYST

Confidential

Responsibilities:

• Analyzed requirements to align rollout plans with business objectives.
• Coordinated and monitored UAT. Resolved 500+ open items (changes/issues/bugs).
• Monitored migration activities to deliver 10+ year old data.
• Delivered business requirements document and business case input to project initiation, capacity planning, technical infrastructure and resource allocation across US/Europe/Asia.
• BI Reporting for senior business stakeholders to measure operational KPI’s (included severity levels, automated alerts, progress activity).

REQUIREMENTS MANAGER / SR. BUSINESS ANALYST

Confidential

Responsibilities:

• Implemented a consolidated requirements management model by creating a single point of for whole programme.
• Reduced requirements maintenance effort by 50% by deploying centrally accessible CaliberRM; linked to BusinessObjects.
• Consolidated requirements by analysing various Contract Schedules, Workshop Minutes and Change Requests.
• Elicited multi-modules business requirements (UML) to optimize business process and system performance documentation.

PRODUCT IMPLEMENTATION MANAGER / BUSINESS ANALYST

Confidential

Responsibilities:

• Managed and successfully led two implementations. Includes conducting client’s site requirements and issue remediation workshops.
• Devised/Optimized In/Out ETL by analyzing 40+ feeds; reducing maintenance by 60% and simplifying future implementations.
• Defined Requirement Management standards as CMM-5 process board member.