SUMMARY

• Experienced in Business Planning, Data Analysis and Project Management with projects involved in Investment Management, Equities Trading, Fixed - Income Securities, Derivatives with sound knowledge of financial concepts like Financial Budgeting, Portfolio Management, Financial Statement Analysis, Equity Valuation, DCF Modeling
• Strong understanding of the Trade Life Cycle of financial securities from initiation to the settlement
• Experience in working with different Software Development Life Cycle (SDLC) methodologies like Waterfall and Agile methodologies such as Scrum-Waterfall (Hybrid), and Scrum with sound knowledge of SAFe
• Understanding of SEC, FINRA, CFTC, Dodd Frank and MiFiD II compliance.
• Experienced in eliciting requirements using various techniques such as survey/questionnaires, Interview sessions, Joint Application Development (JAD) sessions, Requirement workshops, and Document analysis.
• PreparedRequest for Information (RFI),Request for Proposal (RFP), Statement of Work (SOW)
• Assisted Project Manager in developing Project Charter, Project Plan, and Work Breakdown Structure
• Assisted the Project Manager in budgeting, tracking, and coordinating with development teams for project success.
• Experienced in writing User stories and handling the Requirements Churn. Participated in Sprint Ceremonies (Backlog grooming, Sprint Planning, Sprint Review and Retrospective) for Scrum Methodology and efficient in performing, prioritizing techniques, MoSCoW, and KANO. Experienced in using Estimation techniques, Planning Poker, T-Shirt Sizing and Relative mass valuation.
• Expertise in creating UML diagrams like Use Cases, Activity, Sequence, Data Flow, and ERD diagrams
• Experienced in Graphic User Interface Design (GUI), Wireframes and UI mock-up using Balsamiq tool
• Experienced in SQL using DDL, DML & DQL statements to perform CRUD operations on database queries like Joins, Subqueries, and Aggregate functions to ensure Integrity between DB and UI
• Experienced in implementing Data warehousing, Data Migration with knowledge of concepts like Data Profiling, Conceptual and Logical Modeling, Schemas, OLTP, and OLAP Operations, such as Roll-Up, Drill-Down, Slice, and Dice.
• Collaborated with the ETL developer to create Source to stage and Stage to Target Data mapping documents indicating the source tables, columns, data types, transformations required and business rules to be applied using Informatica
• Experienced in analyzing data using SPSS and using other functionalities of data analysis like regression, and correlation
• Good knowledge of Service Oriented Architecture (SOA), 3-tier and n-tier architecture systems. Extensible Markup Language (XML), and JavaScript Object Notation (JSON).
• Adept at collaborating with QA/Testing team to develop Test plans, Test scenarios, Test cases, and Test objectives.
• Collaborated in User Acceptance testing (UAT), and Functional Testing. Good knowledge of Test Driven Development (TDD) and Behavior Driven Development (BDD)
• Undertook a comprehensive review of test cases to ensure their integrity and assist the Quality Analyst and Testing team to perform unit testing, system testing, integration testing, and black box testing.
• Participated in Manual Testing and Automated Testing facilitated by testing team during the Testing phase.
• Experience in creating interactive, analytical Business Intelligence (BI) dashboards using Tableau and Excel.
• Excellent Analytical, Problem solving, Communication and Documentation skills. Self- motivated, Proven leadership capabilities and Time management skills.
• Strong presentation skills and ability to tailor presentations towards different functional areas of business.

TECHNICAL SKILLS

SDLC Methodologies: Waterfall, Waterfall-Scrum Hybrid, Agile-Scrum, SAFe

Requirement and Defect Management: MS Office, JIRA, Rally, HP ALM, Team Foundation Server (TFS), Rational Clear Quest, Rational ClearCase

Modeling & Designing: MS Visio, Smart Draw, Lucid Charts

Financial Tools: Bloomberg Terminal, Thomson Reuters, Morningstar.

Reporting and Data Analysis tools: Tableau, Power BI, MS SQL server, MS Access, SPSS, Informatica Power Center 9.6.1, MS SSRS

Project Management: MS Office, MS Project, MS SharePoint

Data Modelling: Logical/Conceptual/Dimensional/E-R, Star/Snowflake Schema

Data Warehousing: Data Marts, OLTP, OLAP, Multidimensional Analysis, Slicing/Dicing, Drill Down/Roll Up

Testing Tools: HP QC, Selenium, Cucumber, SOAP UI, POSTMAN

PROFESSIONAL EXPERIENCE

Confidential, Smithfield, RI

Sr. Business Systems Analyst

Responsibilities:

• Strong understanding of Capital Markets, FX Market, Trading Platform and Trade Life cycle
• The platform allowed trading multiple financial securities such as Equities, Fixed-Income Securities, FX Securities, Derivatives (Call - Put Options)
• Responsible for gathering, analyzing and writingbusinessrequirements from Stakeholders and SMEs by conducting JAD sessions, Structured Interviews and Questions/ Surveys.
• Designed and developed UML diagrams like Use Cases, Activity Diagrams and Sequence Diagrams using MS VISIO.
• Transformed requirements into user stories and assisted the product owner in determining Acceptance criteria
• Assisted product owner in the prioritization of Product Backlog Items (PBIs) using MOSCOW technique and assisting the technical team in breaking down EPICS into user stories to meet the INVEST criteria.
• Used JIRA for user story management, issue tracking, and requirement traceability. Co-ordinated with the team to document plans and product knowledge in Confluence. Analyzed the teams Sprint Burn-Up and Burn-Down Chart, and assisted Scrum Master in calculating their velocity to track progress and prepared the status reports.
• Worked extensively in documenting the Source to Target Mapping documents with data transformation logic.
• Used SQL queries to perform data analysis, data validation and data manipulation.
• Assisted in various ETL transformations on extracted data using Informatica like Unconnected and connected Lookups, Routers, Joiners, Filters, Aggregators, Union on flat files.
• Used HP QC to write test cases, log defects and create an error repository to support QA/testing team in testing, tracking defects and systematically manage defects and bugs.
• Created feature file following given, when, then format in Cucumber to enable automation testing.
• Collaborated with QA team to create and review test plan, test cases for UAT after integration of Order Management Systems and Exchange Trade Management Systems and conforming to financial compliances.
• Involved in API technical writing for API documentation for SOAP in a multiple tier architecture. Documented XML request and responses.
• Developed Tableau dashboards incorporating Waterfall charts, Bubble charts, Heat Maps, and Histograms for portfolio managers viewing their investments in the front office and senior management viewing risk exposures.

Environment: Scrum, Microsoft Office Suite, Microsoft Visio, UML, Tableau v9.0, SQL Server, Informatica PowerCenter 9.6.1, Selenium, JIRA, Cucumber SOAP UI, FIX, HP QC

Confidential, Baltimore, MD

Sr. Business Systems Analyst

Responsibilities:

• Responsible for acting as a liaison between technical and business teams for meeting client requirements
• Performed GAP analysis to analyze and document the differences between existing business and future business process
• Facilitated client meetings to gather all requirements, formulated business process specifications and application functionalities in order to understand the value proposition(s) of the project
• Designed and documented business requirements; translated them into system specifications
• Populated Functional Requirements Document (FRD) and System Requirements Specification (SRS) with functional, and technical requirements to enable the development team to better understand the requirements
• Identified requirements as Functional or Non-Functional and created the Requirement Traceability Matrix (RTM) for reviewing and tracking requirements
• Assisted the Project Manager/Scrum Master in all phases of Project Management in the Waterfall-Scrum Hybrid approach. Instrumental in developing user stories from functional requirements documented in the BRD.
• Assisted the Product Owner in prioritizing the product backlog using Business Value and MoSCoW technique.
• Designed business workflow models via UML techniques such as Use Case, Activity, and Sequence diagrams
• Worked closely with the database development team to assist in constructing data models to interpret the flow of data, also constructed ER Diagrams to distinguish the relationships between entities
• Created data mapping logic between source systems and enterprise data warehouse for the ETL development team to effectively perform source system analysis and assess data quality
• Drafted SQL queries to extract / access data from data warehouse for report validation and testing purpose
• Worked on Service Oriented Architecture (SOA) and involved in the technical writing of both REST & SOAP APIs.
• Coordinated and facilitated functional testing, system testing, integration testing, and performance testing
• Assisted Quality Assurance team in defect tracking by identifying and logging defects in the JIRA
• Performed UAT and assisted the QA team in writing Test Plans, Test Cases and Test Scenarios
• Worked with Tableau and Excel for reporting and analyzing the portfolio performance and accounts reconciliations
• Provided feedback to the development team to facilitate modifications necessary before the final rollout.

Environment: Waterfall-Scrum, MS Visio, MS Project, JIRA, Confluence, Oracle, PL/SQL, HTML, XML, Quick Test Pro (QTP), MS Sharepoint, SOAP

Confidential, Pennington, NJ

Sr. Business Systems Analyst

Responsibilities:

• Elicited and analyzed requirements from business users through JAD sessions one-on-one interviews, document analysis, and use cases. Documented requirements in business requirement document (BRD) and System Requirement Specification (SRS). Built relationships with financial advisors to ensure their needs are well documented.
• Conducted Gap Analysis by formulating a process model for the As-Is and To-Be processes.
• Assisted PM in developing project scope document, risk analysis document, mitigation plan and proposal statement.
• Prepared the Requirement Traceability Matrix and interacted with QA team to ensure the quality of the platform.
• Participated in Product Backlog Grooming, Sprint Planning, and Sprint Review. Analyzed the Sprint Burn-down Charts to monitor the completion of work within time-boxes.
• Mapped source data to target wealth management advisory platform application by specifying source data fields that will be queried and target data layer mapping transformations required for view.
• Used SQL queries such as Inner Joins, Left Joins, Right Join, Union, Union All, to extract the reports
• Assisted the development team in the technical documentation of requests and responses from web service APIs.
• Designed Test Plans, Test Strategy and Test Cases for functional testing by analyzing the requirements document
• Assisted the QA team in conducting Unit testing, System testing, Integration testing and Regression Testing using the Selenium testing tool. Involved in Smoke testing and Sanity testing to ensure proper functioning of the critical functionalities of the software builds developed by the development team in a time-boxed agile environment.
• Manually tested web service and assisted the Quality Analyst team in unit testing and automation testing.
• Developed Tableau based Wealth Advisory dashboards incorporating Waterfall charts, Heat Maps, and Histograms for Relationship managers to effectively advise clients on asset allocation and tax/estate planning strategies.

Environment: Waterfall-Hybrid, SOA, MS Office 365, HTML, CSS, JavaScript, Java, Balsamiq, JIRA, Selenium, Tableau, Oracle 11g, XML, SOAP UI

Confidential, Cincinnati, OH

Sr. Business Systems Analyst

Responsibilities:

• Facilitated JAD sessions and conducted interviews for eliciting requirements for various Business Intelligence reports and created documents for analyzing and visualization of data collected from disparate source systems.
• Documented elicited requirements in Functional Specification Document (FSD) and System Requirement Specification (SRS). Created a sample of data prototypes for approval from sponsors and business owners.
• Involved in preparing Logical Data Models and used Dimension Modeling like Star Schema, and Snowflake Schema in designing the data warehouse to define the relationship between the fact tables and dimension tables, identifying primary keys and surrogate keys
• Created Data/Process Flow Diagrams, Sequence Diagrams using UML methodologies for easy understanding.
• Created conceptual, and logical entity relationship (ER) diagrams.
• Assisted the development team in Data Cleansing and Data Profiling using Informatica Power Center’s Data Quality before loading the data into the staging environment.
• Facilitated meetings between development and technical team in deciding the batch processing method for extracting, transforming and loading (ETL) the data into target database using Informatica Power Center.
• Worked with the ETL developer to create Source to Target Data mapping documents indicating the source tables, target tables, columns, data types, transformations required and business rules and logic to be applied.
• Used Tableau for data reporting, and creating dashboards for visualizing the trends and patterns.
• Assisted in drafting test strategy, test plans and test cases, and exit strategy by working closely with the quality analyst team.

Environment: Waterfall - Agile Methodology, Oracle, MS Office 365 (SharePoint, Project, PowerPoint, Visio), Java, XML, Jira, HP ALM, Informatica Power Center, Tableau

Confidential

Business Systems Analyst

Responsibilities:

• Gathered requirements from various departments through interviews, requirements workshop and JAD sessions.
• Created Business Requirement Specifications using Rational Requisite Pro.
• Responsible for meetings with users and stakeholders to identify problems, resolve issues and to improve the process to ensure a stable and accurate solution.
• Designed paperless item, check numbers and e-bill feature to enhance business process.
• Implemented Unified Modeling Language (UML) methodologies to design Use Case Diagrams, Data Flow Diagrams, Activity Diagrams, Sequence Diagram and ER using CASE tools like MS VISIO.
• Drafted SQL queries to extract / access data from data warehouse for report validation and testing purpose
• Helped in developing QA Test plans for Functional, Integration and System Testing. Also assisted in GUI testing,
• Used Tableau as a data visualization tool to communicate information clearly and efficiently via the statistical graphics, plots, information graphics, tables, and charts selected throughout the project.

Environment: Waterfall, Oracle 9i, HTML, Rational Rose, MS Visio, MS Project, SQL, MS VISIO, MS Access, MS Excel and MS Word

Confidential

Business Analyst

Responsibilities:

• Responsible for requirements gathering using elicitation techniques like Interviews and Questionnaire/Surveys, requirements workshop; writing functional specifications for the development team
• Analyzed and prepared the users ‘AS-IS’ workflow scenarios and the ‘TO-BE’ business processes.
• Prepared Requirement Traceability Matrix (RTM) to trace and verify if all requirements are met.
• Collaborated with the QA team in reviewing and validating test plans and test cases
• Developed SQL stored procedures to extract data for reports and for ad-hoc querying purposes.
• Assisted in User Acceptance Testing (UAT), ensuring that the final application catered to the user requirements.
• Identified, mediated, resolved, and eliminated miscommunications between business and technical project team members.
• Extensively worked with all the phases of software development life-cycle and served as a liaison between the development and the business teams.

Environment: Waterfall, MS Visio, MS Project, MS Office Suite (Word, Excel, Access, Power Point, Outlook), Clear Case, Oracle, Clear Quest, Oracle, SQL Server, MS SharePoint

Confidential

Junior Business Analyst

Responsibilities:

• Gathered Business requirements from key stakeholders, clients and subject matter experts using elicitation techniques such as Interviews, Questionnaire/Surveys etc.
• Maintained the requirements traceability matrix to manage business requirements.
• Used SharePoint for content management and document management.
• Created UML diagrams such as Use Case Diagrams, Activity Diagrams and Sequence Diagrams
• Assisted the QA team in creating Test cases, Test plans
• Assisted functional testing based on product and business knowledge as well as facilitated UAT testing
• Actively involved in walkthrough sessions and meetings with development team to identify, report & resolve project related issues, defects & enhancements

Environment: Waterfall, Windows XP, HP Quality Center, ClearCase, MS Visio, MS Excel, MS SharePoint, SQL Server