Business Analyst Resume
New York, NY
PROFESSIONAL SUMMARY:
- Experienced IT Professional wif over 6+years of experience inBusiness Analysis in Financial Institutions andvarious application developments.
- Experienced working wif SunGard development and technical staff to manage the clients’ specialized requests outside of scope of the Statement of Work.
- Experienced in creating requirements for the inbound and outbound feeds for various investments systems like Charles River, Bloomberg, Blackrock Aladdin, Eagle Pace, Fact set.
- Experienced in Manage trade management / compliance system migration from Charles River to Blackrock Solutions’ Aladdin.
- Well versed in performingGap analysis and Data Mapping/ Process Mappingto document system and process inconsistencies and implemented solutions
- Designed and implementedData Mappingand Mining Documents for various projects under ISO - 9001 requirements to meet strict Quality Assurance standards.
- Extensive and diversified experience leading the implementations ofSoftware Development Life Cycle (SDLC) Waterfall, RUP, RAD, Agile
- Sound knowledge of concepts likeGap Analysis, Risk Analysis, and Impact Analysis
- Expertise in coordinatingFunctional Testing, System Testing and UAT test effort and writing System Test Plans and formulating Test Strategies
- Excellent Business writing skills in writing Business Requirements Document (BRD), USE Case Specifications, as well as thorough exposure of conducting JAD sessions and interviews wif Subject Matter Experts (SME) and data stewards to understand the business process, business rules, and data requirements.
- Experienced in Creating customized reports in Charles River such as commission analysis report, boxed position report, take-over report, and compliance report etc. using Crystal Reports, Excel VBA and SQL.
- Strong understanding of Investment banking (Stock exchange, Fixed income, Stocks Loans, equities, options/futures, trading operations, mutual funds etc.)
- Expertise in developing Functional Requirement Specifications (FRS), Systems Requirements Specification (SRS), Systems Design Specification (SDS), Design Documents, Use Cases and Object Oriented Design using UML
- Strong knowledge ofDatawarehousingconcepts Experience in database modeling and development of Entity Relationship Diagrams (ERD)
- Experience in designingProcess Flow and Data Flow diagramsto documentBusinessprocesses
- A team playercomplimented on working effectively wif all levels of management
- Proficient in using UML for Business Process Modeling, Use Cases, Activity Diagrams, Sequence Diagrams, Data Flow Diagrams, Collaboration Diagrams, Class Diagrams and document them using Microsoft Visio.
- Designed and created data reports using various reporting tools.
- Able to effectively converse, relate and liaise wif multi-functional teams, includingbusinessowner, stake holders, managers, architects, developers and testers at all levels.
- Excellent interpersonal skills in listening, mentoring, coaching, negotiation, mediation, influencing, conflict resolution and strong communication, written and presentation skills.
TECHNICAL SKILLS:
BusinessModeling Tools: MS Project, MS Visio, Power Point, UML, Rational Requisite Pro, Rational Rose
Databases/Query Tools/Web: MS SQL Server 2005/2000, MS Access, DB2, Oracle 11i/10g/9i.
Defect Tracking / Testing Tools: Quality Center Test Director,Quick Test Pro, Win Runner, Load Runner, Rational Clear Quest
Software: Charles River, Eagle Pace 6.0, Bloomberg AIM, MS Office Suite(Word, Excel, Access, PowerPoint & Outlook), MS Visio, Rational Requisite Pro, Congos, Adobe Acrobat, MS Office, Mockingbird, Lotus Notes, Industry Print.
Reporting Tools: Visual Studio 2008/2005, SharePoint 2010, iRise, Telelogic, JIRA, DOORS, RequisitePro, Clear Quest, Clear Case, Rational Rose, Star UML, Blueprint, JIRA, CaliberRM, Enterprise ArchitectImaging Tools: FileNet and Xerox BlitzDocs
Methodologies: Rational Unified Process(RUP), Rapid Action Development(RAD), Waterfall, AGILE/SCRUM
Operating Systems: Windows 95/98/XP/NT/2000, Windows 7, Windows 8, Windows 8.1, UNIX
PROFESSIONAL EXPERIENCE
Confidential - New York, NY
Business Analyst
Responsibilities:
- Created requirements for the inbound and outbound feeds for various investments systems like Charles River, Bloomberg, Blackrock Aladdin, Eagle Pace, Fact set.
- Gatheird and manage Business requirements through the complete SDLC, using iterative project methodology.
- Documented the agreed upon requirements as Business requirements and functional requirements for the system. Analyzing the internal and external processes, dependencies, SOPs, interfaces, and, mapping them to specific business needs, objectives and desired functionalities.
- Created requirements to implement security reference data hub by working wif several consumers of the data.
- Lead discussions and JAD Sessions to gather business requirements and discuss possible solutions documenting them Software Requirement Specifications (SRS).
- Accurately documented the As-is business processes to facilitate analysis, comparison, and mapping wif Desired to-be solutions, duly capturing the Gaps, by creating the to-be Process flow diagrams, data-flows and Use Cases.
- Gatheird monthly program status and publish to the program stakeholders using SharePoint.
- Used Pivot tables to capture resource costs, program estimates and publish exceptions.
- Used Microsoft Project Server for resource graphs, program health statistics.
- Used SQL to extract program level attributed to create ADHOC program reports from Microsoft SQL Server.
- Manage trade management / compliance system migration from Charles River to Blackrock Solutions’ Aladdin.
- Quantified requirements and conducted gap analysis wif third party vendors, including Charles River Development (CRIMS).
- Participated in User Requirement workshops.
- Worked on Charles River version 9x (specifically Portfolio Management and Trading) Charles River Batch processes Workflow rules Custom portlets (Java) Containers and custom blotter buttons (C#) Charles River API
- Analyzed and document the existing systems' architecture to facilitate an accurate assessment of dependencies between different applications, databases, and impacted functionalities.
- Managed project documentation/ versioning using MS SharePoint.
- Used ReqPro for linking Design Packages to high level designs which can be helpful for tracing Business, System requirements and JRDS.
- Reviewed and baseline of Business and Technical Requirements.
- Prepared System Requirement Document (SRD).
- Coordinated wif the business partners in conducting the UAT (User Acceptance) Testing.
- Trained new Joiners on Team structure, Applications, working methodology and assisting them to pace-up for new environment
Environment: Eagle Pace 6.0, Bloomberg AIM, Charles River, IBM MQ Series, UNIX, Autosys, interfaces, SQL, .Net, Sybase, SQL Server, Microsoft Access, Share Point, Visio, HP Quality Center.
Confidential - New York, NY
Business Analyst
Responsibilities:
- Built and managed client and vendor relationships producing clear and accurate Business Requirements Documents (BRD's),
- Created Functional Requirements Documents (FRD's), use test cases, detailed test scripts and ensuring delivery of high quality data, operational work flows and solutions.
- Worked wif global stakeholders business and technology teams to ensure dat the operation / business needs are understood and the technology implemented meets the needs and expectations of the client.
- SME for all Equity, Fixed Income and Derivatives asset classes.
- Defined and created the IBOR Data Dictionary. Developed all IBOR Data Related extracts for the OMS Systems and standardized all Citi Client extracts. The standard pack covered the key entities information like Valuations, Positions, Transactions, Tax lots,
- Subscription and Redemption, Cash Projection etc. required for an Investment manager / fund admin to perform the day to day activity. Worked wif Developers, provided Data analysis and supported QA Testing wif Clients and Internal Teams.
- Customized Charles River functionalities (trade flows, compliance flows, blotter, manager work bench rules, and broker commission rules, settlement instructions) to match the clients work flows.
- Created customized reports in Charles River such as commission analysis report, boxed position report, take-over report, and compliance report etc. using Crystal Reports, Excel VBA and SQL.
- Formulated Start and End of Day data production capabilities, enabled technology and operations capability. Provided various data integrations to various front office applications like Bloomberg AIMs, Charles River, Think folio and FactSet.
- Due diligence and Business Analysis wif potential Citi Middle office Clients.
- Conducted client demos, ran discovery sessions, managed client integration and client relations during on boarding.
- Formatted data from the Charles River trading application.
- Provided SME advice and services to Citi Global Teams on all outbound data extracts from Citi Accounting Platform and Data warehouse.
- Managed and led Global Quality Assurance teams (Dublin and India). Trained and mentored team members, helped understand the requirements and work wif teams to create test plans and scripts. Initiate daily Triage Calls wif Global teams for SIT and UAT phases of the project.
- Provided expertise and functional support to the Global Production Support Teams.
- Managed Project plans, Risk Metrics, Issue Reporting and Resolution wif Client and Internal Stake holders.
Environment: Charles River, Crystal Reports, Excel VBA and SQL, Bloomberg AIM, Charles River, IBM MQ Series, UNIX, Autosys, interfaces, SQL, .Net, Sybase, SQL Server, Microsoft Access, Share Point, Visio, HP Quality Center.
Confidential New York, NY
BusinessAnalyst
Responsibilities
- Analyzed consumer surveys and gave technical inputs inBusinessmeetings.
- Actively participated in the resolution of Production Report issues and also the gathering and analysis of ever changing Reporting Requirements of users
- Involved in the meeting wifbusinessand marketing team for requirements gathering in definition stage.
- Asset classes covered include Interest Rate Swaps, Credit Default Swaps,Foreign exchange swaps and Equity options.
- Ability toorganize,documentandtrackchanges anddefectsusing theRational Clear Questand archive change request inClear Case.
- Gatheird the reporting requirements of the Trade Position Reporting for various Secured and Unsecured Financial Products including Derivatives like Equity Swaps, FX Forwards, Currency Swaps, Interest Rate Options and Forward Rate Agreements (FRA) and formulated theBusinessRules for the same in the Oracle Data Warehouse wif Crystal Reports as the front end reporting tool
- Ensured IT security and SOX Compliance requirements are implemented in New Systems, Enhancements and Upgrades
- Worked as a Liaison between Trading and Debt Capital markets to execute Syndicated loans
- Created narrative Risk Manuals and flow charts identifying internal risks to Investors Bank and Trust for Global Treasury/Global Treasury Operations.
- Monitored compliance of Global Treasury/Global Treasury Operations desks (Asset Liability Management, Broker/Dealer, Foreign Exchange, Investment Portfolio, Money Desk, Securities Lending and Wire Room Operations) wif regulatory and internal requirements.
- Performed compliance projects as requested by Global Treasury/Global Treasury Operations Management.
- Monitored daily compliance reporting for all Global Treasury desks.
- Assisted wif integration of former Investors Bank and Trust Institutional Custody Department into Wealth Management Services.
- Created Use Case Diagrams, Activity Diagrams, Sequence Diagrams and ER Diagrams in MS Project.
- Assisted wif preparation for internal audits, and Federal Reserve Board audits.
- Provided Anti-Money Laundering review of State Street/Investors Bank and Trust clients.Completed other compliance projects.
- Implemented complex views, procedures, functions, packages and triggers inPL/SQL
- Performed Data Validation of the data flow from the front-end to the back-end usingSQLto perform the Back-end testing on the database
- Facilitated negotiations wif clients (other arrangers) for the finalization of syndicated facilities (conditions, term sheet, covenants)
- Ensured dat relevant UML diagrams and Tools (Rose,RequisitePro) were used in all requirement documents e.g.BusinessRequirements, Functional Specifications.
- Facilitated the Customer in defining the high-level Functional Requirements and needs.
- Gatheird the Requirements, Develop Process Model and detailedBusinessPolicies and modified thebusinessrequirement document
- Documented approved change controls to add them intobusinessdesign.
Environment:MS Visio, PowerPoint, Quality Center, Rational Requisite Professional, Rational Clear Quest, Rational Test Manager, Rational Clear quest,, Microsoft Visio, Rational Requisite Pro
Confidential - Omaha NE
BusinessAnalyst
Responsibilities:
- Extensively involved in Risk analysis, Securities and their valuation, Asset Management (risks and returns), Asset Allocations, Bond pricing, Financial Derivatives, Cash flows, financing structure, Portfolio Analysis, etc.
- Responsible for creating and reviewingbusinessrequirements, functional specifications, project schedules, documentation and test plans.
- Worked wif production staff to identify and map detailed current processes, identify gaps and failure points, perform root cause analysis and develop functional requirements dat supported overall strategy, goals and objectives, and develop and document the functional requirement documents.
- Developed and implemented highly complex statistical reports ranging from delinquency analysis to portfolio stratification of Sub-Prime Mortgage portfolio.
- Reconciled, collected and monitored the $10 million daily cash flow of loan portfolio acquisitions.
- Ensured SOX and internal control and process compliance
- Experience wifbusinessprocess and Information technology process and procedures re-engineering
- Involved wif the following financial products: Fixed Income (Bonds, Money Market Instruments, Mortgage Backed Securities and Asset backed securities),over the counter derivatives(credit default swaps, interest rate swaps, Total Return Swaps), Structured Products (MBS, CMBS, CMO, ABS, CDO, CBO & CLO), trade capture application and risk management
- Performed IT Risk Assessment and IT scoping based on COSO and COBIT frameworks for SOX
- Recommend and coordinated IT SOX requirements and supported Implementation
- Plan and scope the internal audit process pertaining to Sarbanes-Oxley act of 2002
- Played a key role in the company SOX compliance efforts including process documentation
- Prepared month-end results ofbusinessunit's financial performance.
- Gatheird requirements, analyzed credit card processing life cycle workflow and documented Statement of Work, Functional specifications and user requirements specifications
- Traced Requirements to High Level Design, Test Cases and Product Requirements
- Implemented a custom build solution to Baseline Requirements on basis of software releases
- Created infrastructure for proactive systems analysis using Requisite Pro and other rational tools
- Facilitated Joint Application Development (JAD) sessions to gather requirements from SME’sfrom different groups
Environment:RUP, UML, Rational Requisite Pro, Enterprise Architect, MS Project, MS Visio, MS Office, DOORS, SQL Oracle 8i
