SUMMARY

• 11+ years of professional experience as a Business Analyst in teh Financial Services Industry.
• Good knowledge of Software Development Life Cycle process (SDLC), which includes Agile and Water Fall Methodologies.
• Gained valuable Project Management experience working with software development teams, tracked schedules, timelines and budgets, and monitored daily tasks using MS Project and MS Excel.
• Strong knowledge in Portfolio Management, Trading and Valuation of Securities.
• Keen understanding of Stock Valuation, Bond Pricing, Financial Derivatives, Bonds, Equities, Fixed Income, Swaps, Options, Interest Rate Derivatives, Credit Derivatives.
• Experience in writing queries to extract & analyze reports as required by teh business using SQL
• Expertise in programming and fulfillment of data warehouse project tasks such as data Extraction, Cleansing, Transforming and Loading.
• Working knowledge with Data Warehousing tools like DataStage and Informatica.
• Excellent skills in gathering business requirements, facilitating Joint Application Development (JAD) sessions, developing Use Cases, creating Business Requirements Document (BRD), Functional Requirement Specification (FRS) documents.
• Worked closely with project stakeholders, SME’s and staff to understand teh requirements and specifications for new applicants.
• Strong knowledge of BASEL, SOX, SEC & Dodd Frank Act Compliance & Regulations
• Experience with Workflow, Data Analysis, Cost/Benefit, Cause - and-Effect Analysis and Reports etc.
• Adept in conducting User Acceptance Testing (UAT) and verifying performance, reliability and fault tolerance issues. Also familiar with testing tools to design and develop test cases.
• Conducted impact assessments to understand business and application implications to business requirements and change requests.
• Ability to work independently and in teams to meet business deliverables with a result-oriented approach.
• Strong communication, analytical, interpersonal and presentation skills.

TECHNICAL SKILLS

• MS-Project
• Windows 8.1
• MS Application Suite 2013
• SQL Server 2012
• SSRS
• Smart Dash
• VSTF 2012
• MTM
• SharePoint 2013

PROFESSIONAL EXPERIENCE

Confidential, Cincinnati, OH

Sr. Business System Analyst

Responsibilities:

• Participated & identified in teh discussion of gap analysis for teh current system
• Identified 21 interfaces of downstream systems which is to be mapped and developed for teh future state
• Mapping data from legacy system to teh target system with teh halp of Mainframes Progress GL files.
• Participated in discussions with teh vendor application owner
• Helped teh Project manager in preparing project deliverables and work break down structure
• Prepared BRD for teh New Loan Origination Systems
• Prepared FSD’s and developed downstream interfaces extracts for new target systems and worked on compliance related files like Tax, CPI, LCR etc.
• Conducting meetings with offshore regularly in developing future state downstream system applications
• Conducted end to end testing levels on different environments like CIT, CIT2 & UAT navigating thru front end application (UI) and downstream database systems (ODS)
• Maintained & analyzed teh quality of data and ensured dat teh integrity of data is not compromised from different source systems on data elements to target systems.
• A concept called Re-bank Logic is introduced for teh first time to include data for teh loans which were not scoped during teh day of actual job runs.
• Worked post production issues on LendingSpace mortgage application, finding root cause analysis and assigning to production release queue.
• Successfully implemented Pre-Pilot & Pilot versions of applications for teh two channels of Loan Origination Systems

Environment: IBM Mainframes, DataStage, SQL Server Db, MS Visio, MS Application Suite, SharePoint, HP ALM, Progress GL

Confidential, Richmond, VA

Sr. Business Analyst

Responsibilities:

• Strong knowledge and understanding of teh various steps in teh Mortgage Loan Lifecycle.
• Supported teh Project Manager in creating detailed Project Plan and assisted in developing, scheduling and tracking project timelines.
• Coordinated & elicited BRD’s & FRD’s for LOS application on Mortgage
• Reported and conducted ongoing analysis to ensure project milestones are on target or achieved. Monitored and controlled project progress against baseline work plan
• Participated in UAT for testing defects with SIT/FIT testing teams on Loan Origination System with teh Internal & External teams.
• Participated in daily triage calls for LS application on Loan origination for teh front end application.
• Worked closely with stakeholders on Mortgage, dat includes Loan Origination System & worked with cross teams on Loan Processing, Loan Underwriting, Loan Closing, and Post Closing & Servicing.
• Developed and documented BRS for Mortgage Loan Origination System and also coordinated with Mortgage Processing, Loan Underwriting and Secondary Mortgage Markets teams on Ad hoc basis.
• Assisted teh development team in teh source to target mapping for ETL design.
• Worked closely with developer team on data process such as data profiling, cleansing, integration.
• Worked on impact analysis of teh downstream application researching Web data dictionary, Data mapping doc, SRS and RFD’s.
• Worked & supported downstream applications for Extracts using data mapping, SRS & RFD’s during defect triage.
• Worked on Change controls and updating SRS & RFD documents.
• Solved & assisted with data issue identification and solution recommendations.

Environment: MS-Project, Windows 7, MS Application Suite 2013, DataStage. SQL Server 2012, HP ALM 2012, SharePoint

Confidential, Redmond, WA

Sr. Business Analyst/SME

Responsibilities:

• Being an application owner for MCT, gatheird and elicited business requirements based on application needs on a Waterfall methodology.
• Kicked off teh project with a detailed Roadmap for MCT app
• Designed & elicited BRD’s & FRD’s for enhancement projects with an end to end SDLC methodology.
• Worked on revenues side of teh project in analyzing teh Prices, Tax, VAT & related to Financial SKU’s of teh order payment page.
• Prepared Pre-baseline and baseline decks for MCT deliverables.
• Created detailed work breakdown structure for deployment.
• Prepared project MPP based on milestones and deliverables.
• Our model of operation is a factory of onshore and offshore coordination model.
• Participated in tenant application owners’ discussions and also with external Vendors.
• Familiar with application architecture, upstream and downstream applications.
• Driven status calls for project deliverables.
• Prepared Test master data for 4 geographical regions and executed test strategy, plan & test data for UAT.
• Taken ownership of triage calls across teh globe for different time zones catering to 4 Geographical regions.
• Prioritized sustenance projects for monthly deliverables.
• Participated discussions on a vendor sun setting application for migration.
• Taken ownership on issues raised on a day to day activities and rectifying them.
• Participated in MBR (Monthly business review meetings) for updates and discussions.
• Ran SQL queries for validating test results and issue fixes as well.
• Participated and driven BVT (Build verification test) a day before System and Business Go-Live on a time scale of 12 to 18 hrs.
• Worked on PPSP (Warranty period) addressing issues and concerns post launch of teh project.
• Participated in Budget management activities in developing VROM’s with teh engineering and teh Tenant team.
• Presented knowledge transfer to new recruits.

Environment: MS-Project, Windows 8.1, MS Application Suite 2013, SQL Server 2012, SSRS, Smart Dash, VSTF 2012, MTM ( Confidential Test Manager), SharePoint 2013

Confidential, Cranston, RI

Sr. Business Analyst

Responsibilities:

• Designed thebusiness requirementcollection approach based on teh project scope andSDLC methodology.
• Participated in defining scope of teh project.
• Participated in working group meetings supporting teh PM on an ad-hoc basis.
• Contributed to teh creation of teh project plan and worked with teh project manager to understand, agree estimates for tasks to build teh solution and include teh required activities in teh project plan.
• Prepared cost benefit analysis, timelines and planned each module of work.
• Gatheird requirements byusing interviews, requirement workshops and brainstorming sessions.
• Participated in JAD/JRP sessions with technical team and stakeholders.
• Developed & elicited FRD’s for retail & online banking on check image capture.
• Facilitated interactive sessions with teh Business Users, Subject Matter Experts to gather and document business requirements.
• Worked closely with solution architect based on teh requirements captured in teh BRD.
• Worked as teh single point of contact for multiple interfacing applications.
• Documented teh current and future state of teh application process.
• Developed business process workflow diagrams (Activity diagrams) in MS Visio.
• Conducted multiple rounds of walkthroughs with business, technical and project stakeholders
• Lead and coordinated with offshore team on teh progress of teh project on a daily-basis.
• Involved in teh discussions with teh vendor on multiple occasions.

Environment: MS-Project, Windows XP, MS Excel, MS-Visio, PowerPoint

Confidential, Lawrenceville, NJ

Business Analyst

Responsibilities:

• Utilizedexpertknowledge onFixed Income Securities, Stock, Interest Rate Derivatives (Interest Rate Swap,Interest Rate Cap/Floor), Options, Commodity Futures, Mutual Funds, and Portfolio Management.
• Designed theBRD’s & FRD’scollection approach based on teh project scope andSDLC Methodology.
• Met with users to generate and reviewbusiness test cases.
• Gatheird requirements byusing interviews, requirement workshops and brainstorming sessions.
• Proposed a business solution and conducted Gap Analysis to better understand teh mechanics of teh existing system
• Excellent knowledge in teh ETL (Extract, Transform and Load) of data into a data warehouse and ETL tools like DataStage.
• Providing correct data to developers using data profiling process(data masking, data investigation)
• Involved in User acceptance testing (UAT) to verify functionalities using SQL queries
• Develop teh test plan, test conditions and test cases to be used in testing based on business requirements, technical specifications and/or product knowledge.
• Using detailed knowledge of application features and functions assess scope and impact of business needs throughout analysis and completion of all enhancement specifications
• Worked on MS-Excel and Visio to developing use cases.
• Based on teh use cases assisted in teh preparation ofvery high level test cases

Environment: DataStage, UNIX, SQL, MS-Project, Windows7, JIRA, MS-Visio, MS Access, SharePoint, QC

Confidential, New York, NY

Business Analyst

Responsibilities:

• Responsible for setting up meetings between Confidential and clients through daily joint application development (JAD) sessions.
• Participated in BRD meetings with teh business sponsors, end-users and business analysts to gather end-user requirements for teh above feature.
• Coordinated in developing FRD’s with mockup screen
• Conducted Functional Requirement reviews and walkthroughs with teh designer, developers and stakeholders.
• Waterfall SDLC methodology TEMPhas been developed for dis project
• Created use case diagrams and documented process/application work flow diagrams using EA to demonstrate teh functional requirements.
• Worked with end users to create teh process requirements and translated to teh development team.
• Organized system requirements meetings with teh developers and testers to analyze, define and document Systems Requirements Specifications (SRS) as part of teh Systems Requirements Document (SRD), business requirements, functional requirements, non functional requirements, high level design, and detailed design.
• Utilized a variety of reporting tools such as SQL and ACCESS for querying underlying database tables and resolve data issues.

Environment: Waterfall, MS Visio, SQL Server, MS Access, SharePoint

Confidential, Baltimore, MD

Business Analyst

Responsibilities:

• Worked onFixed Income Securities, Stock, Interest Rate Derivatives,Options, Commodity Futures & Mutual Funds.
• Good knowledge of fixed income, equity, derivatives & other financial instruments
• Worked with Stake holders in gathering and eliciting BRD’s & FRD’s
• PerformedGap analysisfor new functionality requirements, as well as prioritized them based on actual business needs so as to align them with teh product release roadmap.
• Documentedcash flow requirementsand trading life cycle including wash sales, lot disposal,valuation method for stockand prepare gap analysis
• Useduse case diagramsduring analysis to capture teh requirementson trading life cycle, stock valuation and IRS laid laws likewash salesand short selling stock rules.
• Strong knowledge on Data Warehousing process extraction, transformation and loading.
• Used data warehousing and data cleansing for teh arrangement of customer data using Informatica.
• Extensive experience in configuring data mapping between different Databases.
• Experience in writing SQL queries to retrieve data for data analysis
• Assisted teh PM in setting realistic project expectations and evaluating teh impact of changes on teh organization and plans accordingly.
• Developed timelines for project delivery, and managed projects and resources to successful completion.
• Constructed Corporate Action documentation, highlighting teh Business Judgment Rule, In-Scope and Out-Scope details, Stock Split and Dividend based on Acquisition and Merger contract and distributed among Program-level managers for approval.
• Followed teh UML based methods using MS Visio to create Use Case Diagrams, Activity Diagrams, State Chart Diagrams, Sequence Diagrams, and Collaboration Diagrams.

Environment: Windows XP, Load Runner, MS-Project, MS Visio, Informatica, Oracle, Java, MS Office.

Confidential, Charlotte, NC

Business Analyst

Responsibilities:

• Understand existing business operations and processes, GAP analysis for system change and design new and changed business processes.
• Conducted meetings with business in gathering & eliciting BRD’s and prepared FRD’s with use cases and mockup screens.
• Worked on end to end life cycle of teh project
• Extensively create use cases and activity diagrams using MS Visio & Rational Rose. Conducted weekly meetings with client to review functional specifications and resolve open issues
• Analyzed data in various data sources for each kind of risks dat had to be accounted such as teh Market Risk & Credit Risk
• Assist project manager to determine Task Priorities, Milestone and Deliverables during Inception and Elaboration Phase.
• Identify business rules, business and system process flows, user administration, requirements assumptions for GAP analysis. Assist product evaluation, product customization and system integration.
• Applied RUP methodology, created storyboards and facilitate workshops to understand teh client specifications and requirements throughout teh SDLC· Documented teh business process through Business Requirement Document and Functional Requirement Specification Document
• Prepared ER diagrams after studying teh AS-IS and TO-BE systems.
• Run database queries to retrieve and analyze data. Prepare database queries and optimize them with teh halp of DBA before providing them to development team.
• Involved with teh product control team for cash management, collateral/ margin management, interest calculations, accounting, P&L calculations and for product delivery.
• Design various GUI screens such as Portfolio selection based on date, kind of securities, Ratings, performance etc.
• High-level system design such as defining TO-BE business rules and TO-BE business processes.

Environment: Java, UNIX, MS Project, MS Visio, Rational Rose, Oracle, Quality Center, Agile, Test Director.

Confidential

Business Analyst

Responsibilities:

• Solid knowledge in Portfolio Management, Risk Management, Equity, Fixed Income Securities, Analysis and Data Testing of Financial Statement.
• Developed teh Business Process Flows to support teh products and services selected
• Strong hands on ability to use SQL to extract data from database, data analysis and data reconciliation.
• Processing of information related to Fixed Income business and involves Risk management, Profit and Loss (P&L), Compliance, Reporting trade execution.
• Established a Business Analysis methodology around teh Rational Unified Process.
• Developed current and future Business Process Flows, and created BRD and FSD with Visio and Word.
• Helped develop Use Cases, project plans and manage scope.
• Coordinated in developing Test Plan, Test Case and participated in QA testing.
• Conducted interviews with various business users (Financial Advisors, Risk Management Group.) to collect high level requirements and business process information using MS Visio and Word.

Environment: Windows XP, MS SQL, Load Runner, MS Visio, Java, MS Office.