SUMMARY:

• An innovative and energetic Business Analyst/Data analyst with an MBA in Finance, and over NINE years of experience in business process analysis/modeling, business requirements elicitation and development of SOA
• Web Based applications in the Investment Management/Capital Markets, Wholesale and Retail banking domain.
• Expertise in eliciting and synthesizing business requirements and ensuring those requirements meet approved business plans
• Good working knowledge of data warehousing concepts and reporting tools such as Cognos, Business Objects and Crystal Reports
• Extensive experience in creating Business Requirements Document (BRD), Functional Requirement Document (FRD), Technical Requirement Document & Data Mapping Documents.
• Experienced in SDLC methodologies such as Waterfall, Agile/Scrum and RUP with solid experience in requirement elicitation.
• Solid understanding of Fixed Income, Equities, Currencies, Derivatives (Futures/Forwards, Options, Swaps), Commodities, Trade Lifecycle and instruments such as MMF, CD, TD & MM. Excellent understanding of Security Master data in an investment management environment (sell side and buy side).
• Good knowledge of Process mapping and process modeling for financial services workflows.
• Expert in data collection, cleansing, validation, analysis, and reporting along with extracting & analyzing data from various sources, including databases, manual files, and external Websites.
• Strong knowledge in UML such as Use Cases, Sequence Diagrams, Collaboration diagrams, Activity diagrams, Class diagrams & Wireframe prototypes.
• Ability to create & document test plans & test cases, design test data sets, create manual test scripts; and, manage, execute & report tests. Extensively involved with Integration, Regression, Functional, System & User acceptance testing
• Experienced in performing Business Process Reengineering/Gap Analysis to check the compatibility of the existing system infrastructure with the new business requirements.
• Great interpersonal skills and ability to deal with all levels of business users and management. Strong time management skills in handling simultaneous multiple projects and deadlines under minimal supervision

TECHNICAL SKILLS:

Business Modeling Tools: Rational Rose, Microsoft Visio.

Methodologies: Waterfall, Agile/Scrum, RUP.

Operating System: Windows 2000/XP/Vista/7, Mainframe.

Databases/Server: MS SQL server, MS Access, Windows 2000/2003, My SQL, Sharepoint, Trust 3000, Document Center(ECM), Alfresco.

Reporting Tools: Business Objects, Crystal Reports, Cognos.

Trading Platforms: Aladdin, Charles River

CRM: Siebel 8.1.9&8.1.10, Salesforce

PROFESSIONAL EXPERIENCE:

Confidential, NJ

Business System Analyst

Responsibilities:

• Elicited requirements from users through user stories, incorporated these user stories as requirements in the Sprint Backlog and further expanded them into tasks for each sprint
• Worked closely with the product owner to prioritize the user requirements during and after each sprint
• Provided the detailed inputs to the Scrum Master about the tasks completed and assisted in the creation of the Sprint Burn Down Chart
• Moderated everyday scrum meetings along with the senior business analyst to improve the efficiency and productivity of each sprint
• Conducted requirements elicitation sessions with the line of business to document business requirements for EMV project to personalize credit cards.
• Worked with 3rd party vendors and multiple internal groups to create the data mapping document for credit cards issued by the bank.
• Created System Requirement Specifications document for Credit Card collateral.
• Assessed the organizational readiness for the new CRM Salesforce solution, defined capabilities and requirements to support transition to the new Salesforce solutions.
• Created enhancements for implementing FATCA business rules on the Salesforce portal for different investor types.
• Helped define data feed between Salesforce and internal systems to analyze client data.
• Created functional specification document for customizing salesforce for different user groups.
• Analyzed and defined global new eAudit tool that empowers Confidential auditors to perform Financial Statement Audit (FSA) differently.
• Worked on multiple tracks simultaneously for new eAudit to document requirement and process flows. Tracks included Risk Assessment, Relationship Editor, Risk Indicators and ToPM in Controls.
• Created Concept document to capture requirements from business and obtained signoff.
• Drafted user stories for various tracks and created the Product Requirement Document for the development and QA team.
• Independently managed requirements and design - related activities for complex projects that spanned multiple systems.
• Actively managed stakeholders of all levels by leading discussions of project scope and approach, and presenting business analysis findings/documentation and proposed solutions.
• Worked closely with UX designers and technical architects to create best-of-class user experiences.

Environment: Microsoft SQL server 2010, Miscrosoft .Net, MS Office, Visio, MS Project, MS SharePoint, Snagit, Adobe Experience Manager, Quality Center, Waterfall, Agile.

Confidential, MD

Business System Analyst/Quality/Data Analyst

Responsibilities:

• Used detailed knowledge of the application features and functionality to assess the scope and impact of business needs throughout the analysis and completion of the enhancement specifications.
• Worked in Agile SDLC worked environment; created Functional Requirement Specification Documents from the Business Requirement Documents created by the business and offshore team
• Worked with market data and security master data for different asset classes used by various business groups throughout the firm
• Extensively used Bloomberg, Reuters, Golden Source to analyze market data, security master data, data for various asset classes; created API’s*(Application Programming Interface) in excel to automate manual processes of data validation
• Worked with Equity, Fixed Income, OTC Derivatives, Government Bonds, Exchange Traded Derivatives, Municipal Bonds, Treasury Securities, Options, Currency Forwards, SWAPS, Interest Rate SWAP etc
• Used Agile Methodology extensively through all phases of the project
• Created process flow for annual Trust and audited financial statement documents.
• Involved in the Functional Design phase by creating Screen Mockups (UI) and Process Flow Diagrams using Microsoft Visio.
• Created Business Requirement, Functional Requirements and Technical Requirements Document, test scripts, materials and transition to support materials
• On AEM Design, develop, configure and optimize applications that are secure, efficient and operationally stable to meet business requirement.
• Gained approval and communication of technology architecture solutions and directions. Collaborated with the implementation team and provided guidance for the development/integration team.
• Organized and facilitated problem-solving discussions with the clients, internal operations team, and project managers by tracking and resolving prioritized issues as well as tracking defects.

Environment: Business Objects 3.1/4.0, Mainframe, MS Office, Visio, DB2 SQL, MS Project, SharePoint, Adobe Photoshop, Adobe Experience Manager, Quality Center, Waterfall, CA Clarity.

Confidential, NC

Business System Analyst/Data Analyst

Responsibilities:

• Identified, designed and drove business processes and system improvements that will enhance business performance.
• Lead business analyst for the corporate and commercial banking migration of Siebel from HI to Open UI platform.
• Elicited requirements from users through user stories, incorporated these user stories as requirements in the Sprint Backlog and further expanded them into tasks for each sprint.
• Worked closely with the product owner to prioritize the user requirements during and after each sprint
• Provided the detailed inputs to the Project Manager about the tasks completed and assisted in the creation of the Sprint BurnDown Chart
• Designed and developed use cases, activity diagrams, collaboration diagrams and sequence diagrams, using MS Visio
• Utilized strong curiosity to understand as-is processes and created vision for future highly efficient and effective processes.
• Translated conceptual user requirements into functional requirements in a clear manner that is comprehensible to data architect/project team.
• Created process models, specifications, use-cases, diagrams, and charts to provide direction to data architect and/or the project team.
• Create business process and application flow diagrams supporting business and technical requirements, interpreted business rules and requirements for the team.
• Created wireframes and mockup screens depicting the future state of the system

Environment: Siebel 8.1.1, MS Office, Visio, My SQL 5, MS Project, Netezza, SharePoint, Adobe Photoshop, Quality Center, Waterfall, CA Clarity, Cognos query studio, Marklogic.

Confidential, RI

Business Systems Analyst III / Project Analyst

Responsibilities:

• Gathered business requirements and translated them into technical requirements for the creation of application feature enhancements and functions. Managed multiple initiatives simultaneously
• Created process models based on business requirements in order to determine the completeness of the information and process components.
• Responsible for managing and approving a queue of both new and updated announcement notices for complex corporate action events.
• Managed and resolved an exception queue for information received from vendors that do not meet initial data routing rules.
• Resolved data conflicts/issues forwarded by the specialists and approved certain master records requiring analyst review.
• Handled new, updated, and exception queues within the scrubbing module of the Corporate Actions system.
• Reviewed data, matching items, removing redundant data, performing edit checks, resolving conflicts, creating a master record for a new corporate action event, approving required activities, and releasing the master record into the Corporate Actions processing system.
• Provided engagement management knowledge from a governance perspective for the entire project management team by assisting with organizational and logistical aspects of projects.
• Executed project management office/program management office (PMO) functional tasks including preparing meeting agenda, organizing/conducting meetings, creating meeting minutes and following up with workstream leads.

Environment: Planview, MS Office 2007/2010, MS Project, Salesforce.com, Bloomberg Essentials, MS Visio, Adobe Converter, Bloomberg EMS, Agile/Scrum, Cognos.

Confidential, OH

Sr. Business Analyst/Data Analyst

Responsibilities:

• Facilitated collection of requirements from system users and preparation of Business & Functional requirement documents to provide appropriate scope of work for technical team to develop prototype and overall system.
• Created detailed specification document for implementing Fixed income trades on Blackrock’s Aladdin trading platform.
• Analyzed and verified requirements for completeness, consistency, comprehensibility, feasibility, and conformity to standards.
• Developed Use Cases and use case diagrams using Visio for BRD documentation, documented scenarios that enabled developers and other stakeholders to understand the business processes.
• Prepared and presented project deliverables to the appropriate management for project review throughout the development life cycle.
• Initiated the design review process to understand the existing architecture and documented the changes.
• Facilitated and managed meeting sessions with committee of SMEs from various business areas in the Asset Management group.
• Analyzed and prioritized requirements and used them to outline timeline for completion of goals.
• Performed GAP Analysis with system functionality and existing Business Processes

Environment: Waterfall, Agile/Scrum, Siebel, MS Visio, MS Project, CA Clarity, MS SQL, Lotus Notes/Sametime, IBM MQ, Mainframe, Windows XP, Sharepoint, Trust 3000, Aladdin.

Confidential, NY

Lead Business Analyst

Responsibilities:

• Served as a liaison between business team and the project team by assisting the business in identifying, understanding, and documenting their business needs.
• Familiarized with the business process of the Hedge Fund & analyzed the Strategies of the portfolio manager and traders.
• Used Bloomberg & Reuters to implement market data feeds; identify fields of market data to be used in various PnL calculations
• Documented the whole trade re-conciliation, clearing and settlement process.
• Created high level process models for trade cycle along with data mapping documents
• Gathered the business requirements for the concerned enhancements in the hedge fund administration process by conducting meetings, interviews, and JAD sessions with stakeholders.
• Conducted Gap Analysis to show the current and proposed functionalities of the system.
• Understood Fixed Income, Equities and Equity Trade Life Cycle, Portfolio Management, Wealth Management and Sales and Marketing. Identified, researched, investigated, analyzed, defined and documented business processes for Equities. Worked with the Traders and Brokers while collecting requirements
• Analyzed business requirements in to BRD, FRD and segregated them in to Use Cases and class diagrams according to UML methodology thus defining the data process models.
• Documented the Requirement traceability matrix (RTM) and conducted UML Modeling such as creating Activity Diagrams, Flow Diagrams using MS Visio. Analyzed test data to detect significant findings and recommended corrective measures

Environment: Windows XP, SQL, Microsoft Office tools, Reuters 3000 Xtra, Bloomberg Essentials, Realtick, Salesforce.

Confidential

Business Systems Analyst

Responsibilities:

• Involved in creating and reviewing business requirements, functional specification and test plans.
• Conducted JAD sessions with extensive involvement from Business, interacted with Financial Consultant user base, Equity trading system, Fixed Income group specialists to identify business system needs, and Managers of various Business Units for gathering requirements.
• Performed in depth Gap analysis with different business groups to ensure that system initiatives are met and prioritized them based on business needs.
• Extracted the Business Requirements during various sessions with business leads for Compliance reports.
• Created functional specifications and Business requirements document (BRD).
• Developed Use Cases using UML. Realized Use Cases and their corresponding activity flows with complete entity relationships and recorded all flows using Rational Rose
• Used MS Office extensively (Word, Excel, Visio, PowerPoint) for calculations, graphs, analysis, presentation and documentation throughout the project.
• Worked with project team members (business and technical) to develop technical design documents, including business and system process models.
• Conducted sessions with developers to explain user requirements and understand system changes required to facilitate them
• Involved with generating test Plan by analyzing document requirement specifications.
• Developed Test Cases, Test Scenarios and Test Scripts.

Environment: MS Office, MS Project, UML, RUP, Visio, MS Exchange, Test Director, Oracle and SQL Server, Realtick.