SUMMARY:

• Over all 20 years of experience with 12+ years of experience as a Business Analyst/Financial Analyst in Finance/Banking Domain.
• Extensive experience in analyzing and requirements gathering and writing system functional specifications including use cases.
• Excellent understanding of Financial Instruments (Stocks, Corporate and Government Bonds, CDs, MBS, Derivatives) and regulatory and compliance reporting.
• Highly experienced working in Financial And banking, wealth management, risk management and accounting domains.
• IT Professional with experience in teh Financial Management, Health Care, and Software industries
• Extensive experience on System Analyst which related to enterprise systems including Business Analyst, Software Engineer, Database Analyst, QA Tester, Project Leader, and Production Support Analyst.
• Strong experience in client interaction, understanding business applications and business data flow.
• Worked as a business analyst to build enterprise reporting system to support Risk Analysis, Securities and their Valuation, Asset Management, risks and returns, Bond Pricing, cash flow, Financing Structures, Capital Management, Portfolio Analysis, Budgeting, trade capture application, risk management, and Investment Accounting.
• Deep understanding teh Business Flow of Investment Banking, and extensively involved in Portfolio management and analyses, Mutual Funds, Securities trading.
• Conducted market research and analysis in Capital Markets consisting of Stock Market and Bond Market
• Strong Subject Matter expertise in Financial Statements, Cash Flow, Financing Structures, Capital Market Management, Capital Structures and Budgeting
• Excellent knowledge of Corporate Finance, Capital Market, Money Market, Mortgage banking, Wealth Management, Derivative products such as Options and Futures, MBS, SOX, GAAP and Basel accords and Investment banking such as Stock exchange, fixed income, Stocks/bonds, equities, futures, trading operations, mutual funds etc.
• Good Experience working with US government Treasury Securities (T - Bills, T-Bonds and T-Notes), Corporate bonds, convertible bonds, Commercial paper, Stocks Trading Cycle and Margin Requirement.
• Domain expertise: Capital markets, Fixed income, Equities, Mortgage-Backed Securities, Mortgage loan servicing, Stocks, Options, Commercial lending, Wealth Management, Risk management, FX, Asset management, Derivatives, Bonds, Credit risk, Market risk, Loan processing, Hedge fund, Data warehouse
• Worked on a variety of platforms including Unix/Linux Servers, HP3000 mainframes, SQL Servers and PCs.

TECHNICAL SKILLS

• SQL plus
• JIRA
• PVCS
• Oracle
• Agile
• MS Office
• JavaScript
• AMISYS
• Financial Asset Mgt
• Salesforce
• Microsoft TFS
• PL/SQL
• TOAD
• HTML
• COBOL
• Remedy
• Visual Studio
• ServiceNow
• SQL Server

PROFESSIONAL EXPERIENCE

Confidential, Springfield, MA

Sr Business Application Analyst

Responsibilities:

• Worked Remotely with a Team in different parts of teh country solving production problems while modifying an enhanced Health Insurance management system known as Amisys Advance
• Solved production issues with ETL processes involving EDI 837 and EDI 835 daily transactions.
• Participated in daily Skype Meetings reviewing requirement emails from teh business stakeholders and internal developers. This included mastering teh ServiceNow incident reporting system
• Designed and modified multiple SQL queries to aid in specific occurrences of incident data collection
• Conduction of product management/relationship building meetings between various teams.
• Worked Remotely from Massachusetts with a Team in Rhode Island gathering specifications for modifications to an enhanced case management system known as FamCare
• Scheduled and led GoToMeeting sessions to document requirements with teh business stakeholders and third-party package developers. This included write ups in Microsoft Word and Excel while specs were being developed and documented
• Enhanced usability by Designing and modifying multiple SQL queries on a SQL Server and advanced ad-hoc Microsoft T-SQL query reporting scripts
• Instructed stakeholders in Intermediate and Advanced T-SQL script writing so that they could do their own reporting scripts
• Participated within an agile team framework to produce software enhancements during 3 to 4 week sprints. This included staying 2 sprints ahead in requirements gathering
• Scheduled and led grooming sessions to document product requirements with teh business stakeholders and developers
• Enhanced knowledge transfer with flowcharts and Microsoft Team Foundation Server while specs were being developed and documented
• Performed QA when resources were of short supply during regression testing of Client User Portal
• Wrote Business Requirements Documents (BRD) for Carrier files enrollment, premium, and commissions ETL processes that upload into a Salesforce database
• Performed Requirements gathering for client web app service enhancements and teh complimentary mobile app enhancements for iOS and Android.
• Translated file layouts of csv files into functional ETL requirements

Confidential, Boston, MA

Sr. Business Analyst

Responsibilities:

• Performed analysis and wrote business requirements to improve teh design of consumer financial accounting system. This included process flow diagrams, activity diagrams, proposed state, documenting new functional requirements, SQL scripts and test scenarios.
• Managed teh Personal Asset Management in regards teh Social Security Funds etc.
• Arranged and led meetings to discuss project requirements with stakeholders. This included requirement elicitation using prototypes while specs were being developed
• Conducted Market Research, Feasibility Studies, Data Analyses, System Analyses, Gap Analyses, and Risks Analyses.
• Gatheird market data including real time and historical price data, financial data, and trading news using financial data source
• Enhanced our product line by performing data analysis using PL/SQL and Excel of payment calculations for products that were being re-visioned. This included QA of all models during regression testing
• Improved impact statement and top down functional specs for travel accounting system upgrade
• Maintained and enhanced daily financial data extracts originating from a locally accessed Oracle database that were translated into XML and transmitted to teh Comptroller's office for loading into their State-wide database
• Supported team efforts related to QA testing new releases of web-based products converted from Oracle Forms and Reports to Java Servlet API
• Analyzed and designed application for daily Medicaid claims feed to 3M Virtual Windows Machine for processing of DRG assignments and documenting teh process flow
• Supported and maintained Data Analysis spreadsheet macros in VBA for actuarial accounting
• Assisted and improved conversion of batch extract shell scripts for Amisys Advance Rel. 1 to Rel. 5
• Analyzed and Revised EDI 837 feed to third party vendor for claims pricing and update
• Accomplished a re-write of a Data Warehouse ETL job in PL/SQL that reduced processing time by 75%
• Coordinated shutdown of legacy Amisys system jobs and reports by analyzing impact of cross system jobs and Quiz/QTP Reports and modifying them for decommission
• Analyzed, designed and wrote ad-hoc Data Analysis report in Quiz specifying Claim Type codes and their concentration among employer groups
• Amisys technical SME (Subject Matter Expert) for Business Requirement Documents, Technical Design Specs and code walk-thru meetings with offshore vendor
• Teh offshore vendor was responsible for teh actual coding of teh reports or projects as described in teh documents we assembled
• Licensed for Life and Medical Insurance.
• Trained with experienced agents on making sales calls to individuals to review financial needs and provide insurance solutions.

Confidential, Boston, MA

Lead Business Analyst

Responsibilities:

• As lead Business Analyst in a multi-year project to migrate and at teh same time re-design all teh Client Services reports my responsibility was to follow teh AGILE style of systems development
• Duties included meeting with end users to develop business requirements and to develop functional specs for offshore development team. This also included using teh Mercury Test Director software
• Performed data analysis and QA testing using PL/SQL on an add-in for Microsoft Excel known as Stat-Server which retrieves aggregated Fixed Asset, Equity and Trading Transaction statistics from an Oracle database and pastes them into a spreadsheet
• Coordinated selection and implementation of business technologies for multiple capital markets projects, with authority over documentation of current and future state scenarios, on-time delivery, resources, budgets, and requirements gathering.
• Wrote scenario matrix test requirements documents to thoroughly test and QA new Asset Management reports and processes in a white-box test environment
• Implemented Front End to a Fixed Income Derivatives Trading System, including trade blotter and interfaces to risk management, accounting, and middle and back office.
• Implemented Simulation Tool to price complex equity derivatives portfolios in combination with fixed income and finance desk portfolios.
• Extensively worked in conducting Market Research, Feasibility Studies, Data Analyses, Data Mapping, Data Profiling, Gap Analyses, Risk Identification, Risk Assessment, Risks Analyses, and Risk management.
• Extensively worked in configuring data mapping between different Databases.
• Prepared for GAP Analysis; identified and documented improved areas to meet capital requirement regulations for Basel II Compliance.
• Forms Revision / Regulatory Change Management: Oversee, coordinate and validate ongoing forms updates and revisions to ensure compliance with regulatory changes.
• Reporting & trading Data on Capital Market.
• Worked with development team to maintain and enhance client extranet web portal
• Wrote more TEMPthan a hundred SQL scripts using complex unions with sub queries and outer joins to validate data, provide quick data reporting by exporting to Excel and sending to teh business user, and creating teh SQL structure for future Oracle reports
• Accomplished an in-depth systems analysis on new futures activities reports for Client Services Department. These were a hybrid of holdings, transactions, and compliance reports. Teh reports were coded for an Oracle environment on a UNIX platform and developed offshore
• Developed scores of Asset Management Reports on a HP3000 system using teh Powerhouse applications Quiz and QTP. Also wrote and modified Quick screens to create more efficient data entry and control