SUMMARY

• Around 11+ years of extensive experience in teh field of business analysis, P&L reporting and financial reporting systems, Program Management, Project Management, Portfolio Management, Functional Testing, Back office Operations, Change Requests
• Coordinate teh monthly business close process working wif teh regional controllers.
• Analysis/identification/and summarization of reporting issues including preparation of reports and other supporting schedules for review by senior management.
• Proficient at interacting wif business users to identify information needs and initiate process changes, create Business Requirement Documents (BRD), Functional Requirement Specification (FRS), User Requirements Specification (URS).
• Ensured enhanced processes and services are technically, operationally, and legally supported by analyzing and compiling business requirements solidifying successful implementation
• Create User Stories in Agile Environment, Product Development coordination wif internal team member and technical team members, creating detailed use cases and process flow diagrams to support functional specifications.
• Expertise in Regulatory, Market Risk, Basel (CCR) and Management reporting.
• Expertise in Equity, Fixed Income, Private Equity, Prime Finance Services, FX Products and Management reporting.
• Excellent in performing Gap Analysis, Risk Analysis and Feasibility Analysis to check teh compatibility of existing system infrastructure wif new business requirements.
• Monthly review of transactions, supporting documentation, detail general ledger, financial statements, balance sheet analyses, journal entries, and other supporting schedules/calculations prepared by regional businesses.
• Excellent communication and presentation skills. Experience in working wif business users, technical teams as well as senior management.
• Strong analytical skills and core noledge of finance/accounting.
• Assisting wif Data Privacy/Compliance/AML requirements to support Client data reporting & Trade Surveillance.
• Project Management experience managing global projects.
• Assemble and coordinate project staff, both direct and indirect.
• Manage project budget and resource plans. Plan and schedule project timelines.
• Track project deliverables using appropriate tools.
• Implement and manage project changes and interventions to achieve project goals. Complete project evaluations and assessment of results at close.
• Prepare presentations/user documentation and training for business users and senior management.
• Perform ad hoc analysis and special projects, and lead projects through completion.
• Create Product Backlog, Sprint Backlog and manage User stories.
• Conduct project meetings and Scrum meetings (daily stand calls and Sprint reviews).
• Pursuing Data Analytics coursework in Regression Analysis and Data Modeling & Analytics.
• Aspiring in Certification for Financial Risk Management (FRM coursework)

TECHNICAL SKILLS

Tools: & Packages: Tableau, CA PPM Clarity, Jaspersoft Reporting, Hyperion System 11+ (Essbase Reporting & Planning for Budgeting, Forecasting), Business Objects XI, SQL Server / SQL Plus, SharePoint Portal, Workforce Reporting and Macromedia Captivate/Balsamiq

Methodologies: Waterfall Development, Agile Development, Scrum Meeting, Joint Application Development (JAD)

Testing Tools: JIRA, Confluence, Quality Center, Test Director, Team Track, Load testing, Functional Testing, Regression Testing.

Office Skills: Pivot Tables, Dashboards using MS Excel, MS Project, MS Visio, MS Access

PROFESSIONAL EXPERIENCE

Confidential

Sr. Business Analyst / Project Manager

Responsibilities:

• Creating and establishing Program Management Framework Guidelines across all divisional portfolios wifin Clarity (CA PPM). Collaborating wif Group Strategic Change Management (GSCM) and other teams in assessing programs and providing feedback on improvements in a consolidated manner to improve portfolio management execution and project delivery experience.
• Collaborate wif key stakeholders to define and refine service offering of PPC Management Information (MI) function in line wif team strategy
• Evolve teh PPC MI reporting suite, including teh new PPM Clarity offerings
• Initiate process changes, create Business Requirement Documents (BRD), Functional Requirement Specification (FRS), User Requirements Specification (URS)
• Ensured enhanced processes and services are technically, operationally, and legally supported by analyzing and compiling business requirements solidifying successful implementation
• TEMPEffectively manage assigned reporting, ensuring appropriate review, prioritization and delivery
• Review and Analyze complex data sourcing processes in order to obtain teh required data from providers
• Design and ensure appropriate control checks, quality assessment of reporting
• Creating customized reporting (Jaspersoft) across different sectors in an effort to provide timely and accurate information to assist stakeholders (Operating Managers) in controlling teh new Access Security Model across Clarity (CA PPM).
• Working collaboratively wif Portfolio Liaisons, Data Quality Analysts, Management Information, and other Investment Governance Stakeholders to ensure internal controls are in place.
• Supplying high quality, timely, and standard materials for Portfolio Managers for regular and ad hoc updates to ensure a high standard of information wifin Program Management Tool.
• Providing support for teh IT portfolio, highlighting performance and quality assessment, and providing resolution where standards are lacking throughout a Program Lifecycle Report status to senior management, analyze execution risks and ensure timely completion of projects
• Automation of manual Portfolio and Program reporting TBOP MI&A team were responsible for
• Automation of 22 key ‘data’ reports used widely across GT and teh Business enabling a self - serve model of reporting and reducing teh need to manually intervene and load on sharepoint
• Established training sessions and support system to enable teh move to self-serve reporting for users
• Utilized tableau to deliver enhanced reporting solutions to users, including but not limited to Time Compliance, Data Integrity and Monetization
• Re-validated service offering resulting in decommissioning of no longer used reports
• Performed analysis using SQL queries, MS Access (Imported, exported and manipulated large data sets in multi-million-row databases).
• Wrote and automated tools and scripts to increase departmental efficiency and automate repeatable tasks
• Design reporting dashboards using CA PPM Jaspersoft Advance reporting tools
• Design reports using Tableau, CA PPM data visualization interface
• Help facilitate project/enhancement governance and prioritization
• Collaborate wif business users and sponsors across teh organization to review and prioritize teh product backlog.
• Support existing portfolio of applications through small enhancements and bug fixes
• Conduct project meetings and Scrum meetings (daily stand calls and Sprint reviews).

Confidential

Sr. Business Analyst / Project Manager

Responsibilities:

• Worked on several Product Control related data and reporting initiatives in teh recent past. P&L Attribution reporting, GL reconciliations, Consolidated Mart reporting.
• Involved in Basel 3 initiative for teh bank- RWA calculations (Standardized Approach), MIS Reporting and delivering a Centralized Datamart solution that support various stakeholders and business groups/divisions.
• Liaise wif market risk, financial surveillance, and other departments to familiarize others wif counterparty credit risk profiles and to build noledge of credit risk ratings
• Market Risk and Credit Risk reporting for IHC on a strategic reporting platform. Involved as a SME/lead analyst SA-CCR/NIMM (Standardized Approach to Counterparty Credit Risk) requirement from teh regulators.
• Lead geo-distributed teams of business analysts, developers and testers located in New York,London, Singapore and India.
• Report status to senior management, analyze execution risks and ensure timely completion of projects
• Utilized strong analytical and research techniques to identify gaps and inconsistencies wifin current measurement tools, allowing development of improved and cost-TEMPeffective business models
• Created Business Requirement Documents (BRD), Functional Requirement Specification (FRS), User Requirements Specification (URS)
• Focus on Trade Source Consolidation & Reporting, MIS and P&L Systems, financial reporting, operations reporting and settlement systems reconciliation, for equity and fixed income products.
• Responsibilities included identifying risk factors underlying various asset classes (Equities/Credit/FX/Rates/Commodities) across various client strategies to help build and enhance risk management platforms.
• Deals wif consolidation of four-legacy systems; all a part of a strategic vision of a unified data warehousing and financial reporting system
• Design reporting dashboards using in-house tool
• Design Market Risk reports for various products using Tableau, OBIEE & HTML 5 data visualization interface
• Developed and maintained reports for company analytics using multiple Business Intelligence tools (Essbase/Business Objects)
• Help facilitate project/enhancement governance and prioritization
• Support existing portfolio of applications through small enhancements and bug fixes

Confidential

Sr. Business Analyst/Project Manager

Responsibilities:

• Identifying scope, business and functional requirements and defined roles and responsibilities associated wif business processes.
• Preparing Business Hierarchies for P&L reporting and defining business rules for teh same.
• Performing Impact Analysis/Implementation plans to estimate teh TEMPeffects of business process flow changes to P&L reporting.
• Performing gap analysis, designing new process flow and documenting teh business process and various business scenarios and activities from conceptual to procedural level.
• Performing daily review of output fromsurveillance systemsdesigned to meet compliance obligations includinganalysisoftradingactivity.
• Working closely wif product control and portfolio managers/bankers to validate rules/sanctions for compliance requirements related to Trade Surveillance/AML processes.
• Trading and Operations experience wif noledge of Prime Brokerage Services or Compliance and Regulatory reporting activity wif trade processing flows and settlement processes.
• Work on Securities Lending trading, pnl estimation and risk management platforms and developing analytics for pnl, trade flows and supply/cost of borrowing securities.
• Monthly review of transactions, supporting documentation, detail general ledger, financial statements, balance sheet analyses, journal entries, and other supporting schedules/calculations prepared by regional businesses.
• Involved in stabilization of Transition process & Preparation of SOPs & Process mappings.
• Core functions are like investigating and resolving trade/cash breaks, preparation of reports like front office reports, Trade Surveillance, AML Sanctions screening.
• Worked on various process improvement projects and involved in CTB (Change teh bank) projects.
• Coordinate teh monthly business close process working wif teh regional controllers
• Analysis/identification/and summarization of reporting issues including preparation of reports and other supporting schedules for review by senior management.
• Creating various reporting reports in Business Objects and Hyperion Essbase.
• Work in planning and forecasting for Alternative Investments (AI) and assist in teh requests from ICG (Institutional Consumer Group) teams.
• Consolidate teh data for teh Weekly Outlook Deck for ICG and Holdings Planning teams. Analyze and explain teh variances (vs. prior week, prior quarter, forecast etc.)
• Administer assistance wif various process improvement opportunities to enhance teh efficiency of teh financial reporting cycle and increase teh informative value of content provided to senior management.
• Capture (storing teh economic and non-economic details in a trade repository for subsequent processing) and Operational processing (e.g. confirmation and regulatory reporting).
• Trade authorizationController (used to determine rules for trade eligibility and product classification for regulatory reporting) and Reference Data (data that is common across all systems e.g. Customerinformation, Book hierarchy - used for categorizing trades when generating risk and reporting teh Profit & Loss, Instrument details.
• Partner wif teh regional COOs to manage teh budget associated wif regulatory projects, meticulously tracking and managing expense synergy initiatives to ensure alignment wif expense budget opportunities.
• Serve as a liaison wif key departments such as controllers, GPO teams, ICG P&A, client management and teh COO office wif Global Wealth Management to build strong lines of communication for maximized performance.
• Successfully manage a team of resources in New York, London, Mumbai and Costa Rica while monitoring for top productivity and efficiency.
• Conduct project meetings.
• Meet wif project team(s) regularly to review project deliverables and deadlines.
• Meet wif appropriate personnel for periodic reviews of prototypes and final products.
• Coordinating teh monthly headcount reporting process for Private Bank Business using Workforce Reporting.
• Participate in teh undertaking of Risk Control Assessments (RCA) across all asset classes, documenting results and communicating findings toBusinessManagement.
• Monitor teh implementation and remediation of control deficiencies identified from RCA
• TrackOperational losses and conduct root cause analysis on high impact events. Provide recommendations to improve or remediate teh applicable processes and/or controls
• MaintainInternal Control standards, including teh timely implementation of internal and external audit points together wif any issues raised by external regulators
• Use Microsoft Project to manage schedules, deadlines, and resources and collaborate on teh project.

Confidential

Business Analyst

Responsibilities:

• Major responsibility was gathering requirements, documenting them, and improving process efficiency.
• Identified scope, business and functional requirements and defined roles and responsibilities associated wif business processes.
• Prepared initial draft of BRD and FRD wif business rules.
• Performing gap analysis, designing new process flow and documenting teh business process and various business scenarios and activities from conceptual to procedural level.
• Performed Impact Analysis/Implementation plans to estimate teh TEMPeffects of requirement changes.
• Develop and maintain requirements management processes. Provide requirements management support to project teams and work closely wif requirements practice lead to support practice rollout.
• Performed gap analysis, designed new process flow and documented teh business process and various business scenarios and activities from conceptual to procedural level.
• Conducted JAD sessions to meet client requirements on business side and team members on technical side.
• Involved in highlighting key problem areas to be addressed wif Risk Analysis and accurately documenting potential risks.
• Creating various reporting reports in Business Objects and Hyperion Essbase.
• Assisting wif new product analyses as they relate to compliance wif Confidential and Bank regulatory requirements.
• Create new user entitlements workflows, entitlement products in- house tool “Citi Marketplace”.
• Developed various test cases and plans for User Acceptance Testing (UAT).
• Developed demos of teh application use using Macromedia Captivate software.
• Project Management Skills - Managing a team of 5-7 team members. Coordinating wif Technology team (Quality testers/Developers) during Development and UAT testing.
• Conduct project meetings and Scrum meetings.
• Meet wif project team(s) regularly (daily standup calls) to review project deliverables and deadlines.
• Meet wif appropriate personnel for periodic reviews of prototypes and final products (Sprint reviews).
• Coordinating teh monthly headcount reporting process for Confidential Systems using Workforce Reporting