SUMMARY:

• Senior Business Analyst with over 7+ years of experience in the financial services sector and frontline leadership role in Systems Development Life Cycle (SDLC) and project methodologies such as Agile and Waterfall
• Extensive experience in diversified finance industry sectors such as Treasury Products, Equities, WealthManagement, Investment Banking, Bonds, Stocks, Hedge Funds, Retail Banking, and Financial Accounting and Reporting
• Good experience of Capital Markets/Trading and Treasury Products: Equities, T - Bills/Bonds, Public and Corporate Debt, Fixed Income, and Derivatives
• Working experience with portfolio/trademanagementsystems such as Eagle and Charles River
• Comfortable in dealing with Financial Accounting and Reporting for both GAAP and IFRS methodologies for publicly-listed firms, as well as evaluation of accounting implications of Treasury products
• Worked closely with project stakeholders, SME's, and staff to understand the requirements and specifications for new products/applications
• Experience in conducting Joint Application Development (JAD) sessions and White Board Sessions with end-users, Subject Matter Expert (SMEs) team, Architects and design group development and QA team for project meetings, walkthroughs and customer interviews commensurate with excellent communication skills.
• Proficiency in the creation of Use Case diagrams, Sequence diagrams, Activity diagrams, Data Flow diagrams, and Business Flow diagrams using MS Visio and MS Project
• Good working knowledge in MS Access, SQL, and MS Excel
• Extensive knowledge and experience in data integration: collection, analysis and evaluation; analytical problem solving, decision making, and interpersonal skills with ability to interact with individuals at all levels
• Analytical, methodical, and resourceful approach to problem solving, identifying root causes, and undertaking corrective actions to meet short and long term business, financial, and system goals
• Experience in developing QA test cases, test scenario and leading towards UAT and Beta Testing for ensuring the application's successfulness.

TECHNICAL SKILLS:

Operating Systems: Windows XP/7/8/10, Mac OS X, Linux

Databases: MS Access, SQL Server, IBM DB2, IBM Filenet, Teradata

Business Modeling Tools: MS Visio, MS Project, WBS Schedule Pro, Merlin, Tableau, Rational Rose, Rational Requisite Pro, Top Team

Defect Tracking Tools: HP ALM-QC, JIRA

Project Methodologies: Waterfall, AGILE, Lean Six Sigma, Rational Unified Process

Testing Tools: Test Director, Quality Center

Languages: Java, SQL, VBA, UML

PROFESSIONAL EXPERIENCE:

Sr. Business Analyst

Confidential, Weehawken, NJ

Responsibilities:

• Perform UAT testing on admin use case scenarios and log defects using HP ALM
• Perform Billing testing to ensure proper migration of the billing process to the new system
• Create and update admin reports and documentation based on future admin policies and procedures to be effective post project phase-I implementation
• Design workflow diagrams using Visio for admin future process workflows
• Schedule meetings with the project team and stakeholders to discuss the functional interdependency and resolve issues
• Follow Agile approach with the daily scrum calls to check on the open issues and status of the daily tasks and controls
• Participated in JAD sessions- weekly meetings with themanagementteam and walkthroughs
• Use SharePoint site to access project information and documents
• Create a matrix for current versus future admin daily controls
• Create error handling procedure to be followed after the project release as a part of admin preparedness
• Create training plan and day in the life hard cards for admin internal training
• Prepare Service Escalation Matrix to determine the points of contact after the project release
• Create RAG (Red, Amber, Green) list to track the status of pending tasks along with the estimated time to complete, rank, responsibility and %complete
• Design a Defect Monitoring Matrix for open vs. pending vs. fixed defects, target fix date and the defect owner to track down admin related defects
• Use Pivot Tables, Vlookups and advanced Excel skills to analyze financial data
• Act as a liaison between the project team and the admin internal staff to communicate the major process changes
• Coordinate with the project manager to ensure issues are identified, tracked, reported and resolved in a timely manner
• Ability to interact effectively with all levels of hierarchy including cross functional stakeholders

Business Analyst

Confidential, Saint Petersburg, FL

Responsibilities:

• Interact with business stakeholders from multiple departments including: Card Finance, Accounting, Third Party Investor Reporting and Capital Market and led meetings and interviews.
• Gather and document business requirements and business process flow, following the existing template and specifying the objects, assumptions, constrains, scope, features, data file load processes, and screen mockups etc.
• Generated requirements for Capital Markets - Fixed Income InvestmentManagementBusiness, PortfolioManagement, Hedge funds, corporate actions, Brokerage and Trading Model within the scope of both the Front and Middle Office.
• Responsible of creating the Meta data mapping for Anti money laundering (AML) under their financial crime & compliance program and know your customer (KYC) for Raymond James Trust.
• Responsible for Data Mapping between the source to standard business data input (SBDI) and standard business data input (SBDI) to consolidated asset & liability (CCAL) in the performance group.
• Coordinated data profiling/data mapping with business subject matter experts, data stewards, data architects, ETL developers, and data modelers.
• Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database.
• Worked on data modeling and produced Transaction patterns for the new transactions for data mapping and data definition documentation.
• Conduct Gap Analysis to identify the enhancements of current system and the differences between current and future processes.
• Participated in the testing effort at all the stages of SDLC (Agile model) and executed test cases and documented the test results using Team foundation server.
• Worked in an AGILE delivery model involving multiple scrum teams and daily stand-up meetings
• Involved in development of Test Plans, Test schedules, Test Cases based on high-level and detailed designs
• Designed and implemented modifications and testing strategies for various brokerages systems (mutual funds, annuities).
• Provided documentation such as requirementsmanagementplans, functional requirements, test plans and test cases.
• Designed and developed use cases, activity diagrams, and sequence diagrams using UML. Used Query Analyzer, Execution Plan to optimize SQL Queries
• Responsible for Data Extraction, Data Compilation, Data Analysis, Data Manipulation and Data Validation using SQL queries in a MS SQL Server 2000 environment
• Created Process Flow diagrams, Transaction pattern using MS-Visio.
• Developed use case diagrams, Entity Relationship diagrams, UML diagrams and activity diagrams to reflect use case narratives.
• Coordinate paperwork, transportation and brokerage activities associated with all domestic and international movements.
• Provide security to all servers thru OS hardening, Patchmanagementand Packagemanagement. Preparing systems Complaint to CIS.

Business Analyst

Confidential - Chicago, IL

Responsibilities:

• As a BPM Business Process Specialist, worked closely with Global Family Office (GFO & C&IS) business partners
• Identified and validated high potential business opportunities for stakeholders and developed customized business strategies that are aligned with corporate strategic objectives.
• Responsible for documentation of High level implementation plans, data and process models, cost estimating, cost benefits analysis, and return on investments through facilitating JAD and RAD sessions.
• Assembled, analyzed, and represented customer business requirements. Performed feasibility analysis, scopes project, recommended alternative solutions, project strategy, and deliverable prioritization to Program.
• In collaboration with the IT Development team, created original documentation, Prioritized, finalized and created the process workflow for the business unit.
• As a liaison, successfully reviewed current processes on IBM BPM and triaged problems and reviewed changes as well as enhancements along with the Business Partners and IT Development Team
• Provided IBPM BPM Process Portal training to the Front Office, Middle & Back office Partners (close to 130 Business Users of the Firm) and worked closely with the IDM teams with creating groups and providing authentications and security Authorizations to the portal.
• Used IBM Blueworks live to create, analyze and implement use case diagrams, activity diagrams, state diagrams, sequence diagrams, collaboration diagrams and deployment diagrams- to define processes and sub-processes.
• Created and Owned the DTD's and DMD's, constantly worked with Dev team to update the Detailed Technology Design documents, DMD's (Data Mapping Documents) with changes and updates.
• Defined and performed the Test strategies and associated Business test scenarios and scripts for the verification and validation of all defined business requirements and associated functionality
• Reviewed and analyzed the Use cases and come up with System design and Test plan Templates working closely with the Dev, SIT and UAT team in the process.
• Working closely with Business to provide communication, be the changemanagementpoint of contact and provide process revisions during quarterly releases to business
• Reviewed current processes on IBM BPM and triage problems and review changes as well as enhancements.
• Working on Change Requests and Dockets at the end of every successful release/deployment for future enhancements and updates. Experienced in creating Report templates and Dashboards for the process.
• As a Business Process Specialist, Performed Regression testing, assisted in Business UAT Testing and was responsible for SMOKE testing (& validations on behalf of the Business)