SUMMARY

• 11+ years of experience working as a Business Analyst & Data Analyst in Financial and Banking application areas.
• Hands on experience handling Business Process Re - Engineering as well as Business Process Improvement initiatives using SDLC, Waterfall and AGILE methodologies
• Expertise in Data Modeling, Data Analysis, GAP Analysis, Requirement Analysis, Business Modeling, Data profiling.
• Extensive Knowledge with Trade activities, Trade Life Cycle, Capital Market, Portfolio Management, Asset Management, Credit Risk, Market Risk, Operational Risk, Cash Correspondent Banking, Cost/Profit analysis, Budget, and forecasting.
• Experienced in conducting joint application development (JAD) and Rapid application development (RAD) sessions.
• Well-versed in translating business requirements and user expectations into detailed functional specifications employing Unified Modeling Language (UML).
• Extensive experience with financial data like Security Master, Issuers, Ratings, Prices, and positions.
• Used Collibra and Excel to document data governance flows, metadata, data quality metrics and data lineage.
• Good Function expertise on Compliance and Risk management, Asset Management, Trade Processing, Portfolio Compliance, and Fund Accounting.
• Ability to implore various negotiating strategies to gather resources for project implementation.
• Deep knowledge in Data Warehouse Profiling and Data Management Lifecycle concepts including ETL (Extract, Transform and Load), Data selecting and Data cleansing utilizing Business Intelligence (BI) tools.
• Experienced with Data Warehousing, Star and Snowflake schema, normalization / De-normalization, Extraction, Transformation and Loading (ETL) and Business Intelligence (BI) tools.
• Knowledge and understanding of various Derivatives and Money Market products such as: cross-currency and interest rate swaps, Bankers Acceptances and Bearer Deposit Notes, T-bills, and Repurchase Agreements.
• Highly motivated with multitasking capabilities, and analytic thinking. Efficient in working alone and in a team, with a proven ability to work under pressure, and meet deadlines.
• Particularly good understanding of configuration and maintenance of Fixed Income, Equity, FX, Derivative workflows for Front office, Middle Office, and Back-office functions to include order management, trade executions, Matching, Confirm/Affirm and Settlement using Bloomberg, Omgeo, Liquidity applications (TradeWeb, Liquidnet, Market Axcess, FIX, BOOM, FIT, FXConnect).
• Experienced working with versioning tools like TFS 2013 for managing code and tracking work.
• In depth knowledge, support, and training of the complete trade life cycle to the team and the business users.
• Experienced in working with, Equities, Equity Derivatives ETFs, Options, Bonds, MBS, Repos, Reverse Repos, Liquidity Risk, Commodities, Basel, Regulatory Reporting, Municipal Bonds, FIX, Order Routing, Data Feeds, Trade flow, Trade lifecycle, Trading, FINRA, and Digital Media industry.
• Good Functional expertise on Trade Life Cycle of Equity, Fixed Income, FX and Cash.
• Expert in broad range of technologies, including business process tools such as Microsoft Project, MS Excel, MS Access, MS PowerPoint, MS Visio (Microsoft Suite) and Rational Suite.

TECHNICAL SKILLS

Business Tools: MS Visio, MS Project, MS Access, MS Office Suite, HP Project Portfolio Management, Case Complete, JIRA

Business Skills: Business Definition Requirements, Business Process Analysis, Gap Analysis, Use Case Modeling &Analysis, Business Environment and Market Research Analysis

Methodologies: Waterfall, Agile, Iterative Methodology, Scrum Master Certified.

Testing Tools: Win Runner, Load Runner, HP ALM/Quality Center, Test Director, Quick Test Pro, JIRA

Databases: Oracle; SQL Server; Access, MS SQL Server

Operating Systems: Windows, Mac OS X, DOS, UNIX, Linux

Languages: UML, HTML, SQL

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

Sr. Business Data Analyst

Responsibilities:

• Responsible for defining the key identifiers for each mapping and data modeling process. Responsible for conversion of data in Data Mapping and writing transformation rules.
• Provide trade support to the Fixed Income trading desks for various products including Interest Rate Swaps, Credit Default Swaps, Treasury Trades, and other Money Market products and OTC Derivatives.
• Supporting murex specific modules such as E-tradepad, XML workflows, Data mart reporting, murex simulation, accounting configuration, market data feeds, EOD batch scripts enhancement.
• Work with SMEs to understand various assets and security classes, exchange traded derivatives (such as futures, options on futures, equity options and index options), OTC derivatives (such as interest rate swaps, swaptions, credit default swaps and total return swaps) and portfolio allocation and management.
• Engage in OTC derivatives and other financial products such as Equities, Fixed Income, FX, Indexes, and derivatives.
• Analyzing derivatives holdings data using advanced Excel functions, pivot tables and Access queries in SQL.
• Experience with credit management & loan financing, commercial bills, T-Bonds and other long term financing products and other capital market models such as Equities, Fixed income securities and Derivatives.
• Derivatives models such as options, forwards, and swaps in the capital market model.
• Train and lead junior representatives, managing smooth workflow of all money market operations and relevant activities such as confirmations, reconciliations, internal controls, and complex investigations.
• Using SQL to analyze data on SQL Server and Oracle data bases to analyze CDEs and related KPIs.
• Work with Collibra to automate data governance artifacts, data governance assets and workflows.
• Using Visio to document data flows, system flows and process flows.
• Did end to end data assessment and documentation for CDEs. Used various methods to shortlist and finalize CDEs.
• Collaborate closely with business owners, cross functional groups, stakeholders of all geographies to prioritize the requirement in sprint planning.
• Act as a resource for all business areas on treasury management matters.
• Bond pricing using PV (present value calculation of cash flows).
• Utilize quality center tool to manage defect-tracking life cycle, analyzed, prioritized, and logged defects, defect resolution, maintained defect log and generated status updates.
• Coordinating demos with business users as well the securing UAT signoff backed by postproduction support.
• Performance Logs - Reviewing the performance metrics to determine if the baseline exceeded or for the slow points during the day that need to be reviewed.
• Proactively lead a joint partner planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive partner relationship.
• Collaborate with business users in various front offices Equity, MBS, Fixed Income, Repos, Reverse Repos, and administration as well as developers and other stakeholders to assess, research, analyze and document the sponsor/stakeholder needs in accordance with Project Life Cycle and deliverables.
• Monitoring the Data quality and integrity of data is maintained to ensure effective functioning of department. Assist in the oversight for compliance to the Enterprise Data Standards, data governance and data quality.
• Providing support for complex business Data Modeling and Management for claims, and submission.
• Involve in meetings to analyze the services and process. Conduct detailed assessment of operational workflow. Load data from a text file or csv files or from flat files in a PostgreSQL database
• Work with technical team to improve report performance and perform system testing. Perform tasks like test cases, identifying defects, mockups, quality reporting, data cleansing and data quality.
• Perform data profiling on the source systems that are required by Subject matter experts.

Environment: MS PowerPoint, Requisite Pro, Murex, Oracle, MS Visio, MS Excel, MS Access, Clear Quest, Agile, Kanban, SQL, PostgreSQL, Share point, UAT, HP ALM, JAVA, SDLC

Confidential, New York, NY

Sr. Business Analyst/ Data Analyst

Responsibilities:

• Requirement gathering from Inception and creating RTM, Functional Specification Documents and Data Mapping Analysis for System Integrations.
• Worked with financial products, derivatives, fixed income, capital market and security identifiers.
• Assisted in conducting interviews with business users including traders, portfolio managers and operations analysts to understand and document the business requirements for inclusion of notifications originating from pre and post trade compliance related check and limit monitoring.
• Calculated the liquidity risk of the underlying collateral of Repos and Reverse Repos trades
• Generated requirements for Capital Markets - Fixed Income Investment Management Business, Portfolio Management, Hedge funds, corporate actions, Brokerage and Trading Model within the scope of both the Front and Middle Office.
• Prepared Use Cases for the development team to ensure accurate instructions were delivered.
• Experience in data governance/ data stewardship business/systems analyst needed to work as part of a team on data governance and writing SQL queries.
• Managed the feasibility and performed Gap analysis on the requirements for the Murex application.
• Responsible for the documentation of the business requirements for FX trading Options of the Murex application. Functioned as the primary liaison between the business line, operations, and the technical areas throughout the project life cycle to create UI mockups for notification screens and designed the same.
• Applied Unified Modeling Language (UML) methodologies to design Communication Diagram, Use Case Diagrams, Activity Diagrams, and Sequence Diagram.
• Documented, maintained, and managed the Product backlog and Sprint backlog all through the process.
• Facilitated Data Mapping, logical Data modeling and used SQL queries to filter data.
• Performed data cleansing to reduce Data Redundancy thereby optimizing Data Quality.
• Responsible for confirming, fulfilling and settlements of standard and non- standard high risk financial transactions/payments for the money market, internal business partner and external customer service/requests.
• Utilized high-level compliance training to handle sensitive financial data daily with discretion and extreme diligence, thereby minimizing risk.
• Provided ad-hoc queries on Key performance metrics (KPI) and other data metrics to business users.
• Performed Data Analysis and data profiling using complex SQL on various sources systems including Oracle. Involved in extensive Data validation using SQL queries and back-end testing.
• Responsible for PostgreSQL database creation, management, patching, upgrades, data migration, backup and restore of schemas, and database, including Stored Functions development for Data Warehouse environments.
• Coordinated creation of Test Plans, User Acceptance Test (UAT) scripts and Requirements Traceability Matrix (RTM).
• Maintained the Source code using Team Foundation Server (TFS) in a multi developer environment.
• Worked with Treasury, IRA, Capital Market, Corporate Action, ALM, bank secrecy act, Anti- Money Laundering departments

Environment: Agile, Microsoft Word, MS Excel, Microsoft Outlook, Murex, TFS, Agile Methodology, JIRA, RALLY, Windows 7, Microsoft Visio, DB Visualizer, SQL Server, PostgreSQL, MS Office, UAT

Confidential, Jersey City, NJ

Business Analyst

Responsibilities:

• Worked on Fixed Income, Bonds and Bond Trading Cycle, Bond Pricing, Equities, Trade Cycle, Derivatives (Options and Futures) and Portfolio Management
• Conducted user interviews at both in-house and client locations, gathering and analyzing requirements using Requisite Pro - RUP methodology and followed AGILE/SCRUM.
• Created reporting segregation based on the custody to client format for client specific PDF files on centralized repository.
• Executed the Test cases and reporting the bugs through TFS and Clear Quest.
• Enhanced the system to auto reject the unwanted files; provide user specific/client specific access to reporting ensuring data protection.
• Managed defects through workarounds or raising the change request and preparing the business case for incorporating additional fixed income products like Repos, Reverse Repos and
• Data Governance/Information Security Initiative - Developed, reviewed, and maintained IT security guidelines, practices, standards, and policies to protect data assets and ensure compliance.
• Enhanced the system to construct hedge fund clients and fund structure with regards to its allocation pattern based on the fund's offering memorandum.
• Extensively designed Data mapping and filtering, consolidation, cleansing, Integration, ETL, and customization of data mart.
• Responsible for identifying and documenting business rules and creating detailed Use Case.
• Conducted User Acceptance Testing (UAT).
• Used detailed knowledge of application features and functions assess scope and impact of business needs throughout analysis and completion of all enhancement specifications.
• Analyzed the current mapping and enhancing for source system (K2, Murex) messages and response to downstream applications.
• Data Warehouse - Designed and programmed ETL and aggregation of data in target database, working with staging, de-normalized and start schemas and dimensional reporting.
• Designed and developed UML diagrams like Use Case Diagrams, Activity Diagrams, Sequence Diagrams, Class Diagrams, and web page mock-ups using Microsoft Visio.

Environment: Microsoft Word, MS Excel, Microsoft Outlook, TFS, Agile Methodology, Windows 7, Microsoft Visio, PostgreSQL, Informatica, SQL Server, MS Office, HP Quality Center, UAT

Confidential, Whippany, NJ

Business Analyst

Responsibilities:

• Identified/documented data sources and transformation rules required to populate and maintain data warehouse content.
• Participated in the identification, understanding and documentation of business requirements in the securities market to develop the new processing environment using RUP.
• Worked on in the change area within investment bank for Wealth Management Corporate Action area for SWIFT message automation.
• On-Boarding applications and preparing requirement specifications to analyze scope and effort-cost estimates
• Translated Business Requirements and user expectations into detailed specifications employing Unified Modeling Language (UML), MS Visio. Carried out detailed and comprehensive analysis with the agile methodology.
• Identified Use cases from the Functional requirements and wrote Use Case Specifications and created business process workflow diagrams (Activity diagrams, Sequence diagrams, Collaboration diagrams) in Visio. Interacted with Architects, business and other stakeholders and created the Back-End Use Cases for Online Payments project.
• Responsible for regular interaction with the Credit Card Division to gather Market Data to base the Market Analysis.
• Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database. Conducted JAD sessions between the development team, business stakeholders, and end users. Created and maintained Narrative Use Cases (Business Use Cases, System Use Cases) and modeled Use Case Diagrams, Data Flow Diagrams using MS Visio.
• Financial planning, P&L Analysis, Variance Analysis, Service hours analysis budgeting.
• Developed the ETL Informatica Mappings for importing data from ODS into subsequent data marts.
• Created and maintained Requirements Traceability Matrix (RTM) for tracking requirements with test cases and confirming the testability of all the requirements.
• Involved in Debugging, Troubleshooting, Testing, and Documentation of Data Warehouse.
• Defined client data warehouse inbound /outbound interfaces based upon current Client data warehouse.
• Contributed primarily to diagnostic and reactive business planning activities.
• Performed GUI, Integration, white box, middle ware, and web service testing.
• Defined Software Development Lifecycle (SDLC) and planning the entire process using MS Project. Conducted Gap Analysis, and Gathered User Requirements by Interviews, user meeting, JAD session, and Requirement Elicitation Sessions
• Proven ability to define business requirements for successful technical solutions.
• Contributed key planning, tracking, and reporting agile metrics (i.e., burn down charts, burn up charts, velocity, etc.) through Version One. Extensive experience in organizing Sprint planning, Daily stand-ups, Demo and Retrospectives, etc.
• Helped users with user guide, agenda, and test cases for User Acceptance Testing (UAT).
• Applied Agile Methodologies for the project and used practices such as Program Backlogs, Iteration Backlogs and Daily Standup Meetings.

Environment: Windows, Oracle, SQL, ETL, Microsoft Office suite, MS Visio, MS Project, Clear Quest, Rational Unified Process (RUP), RequisitePro, ClearCase, UML

Confidential, Jersey City, NJ

Business Analyst

Responsibilities:

• Gathered requirements and created BRD's and FRD's, liaising with clients and fixed income capital market operations team.
• Involved in validating the Risk numbers generated by different applications measuring Market, Credit and Liquidity Risk and ensuring they meet the regulatory requirements.
• Managed defects through workarounds or raising the change request and preparing the business case for incorporating additional fixed income products like Repos and Reverse Repos
• Documented mapping rules to create Risk watch input files from the source position, instruments, coupons files for Bonds, Fixed Incomes, Equities, Derivatives, Asset back securities and Loans and Deposits.
• Coordinated with multiple S/W teams, management, and the BAs to ensure that quality testing standards are maintained, and the product is delivered on schedule.
• Responsible for prioritizing and assigning tasks and daily to offshore and onsite-offshore client interaction.
• Managed a large offshore team and multiple projects across the Risk portfolio.
• Interfaced with business users to help define the business processes as well as gather, analyze, and document business requirements.
• Created Macros to automate massive manual works, modified VBA codes for shifting needs and leaded in a 'Big Automation Projects'.
• Defined & managed business specifications end-to-end and act as facilitator between the Operations Change the bank team, IT, and other areas such as reporting, finance, legal & compliance etc.
• Interviewed users, primarily Advisors and Planners (group and one-on-one) and other stakeholders to understand the domain, gathered customer requirements through surveys, along with JAD sessions.
• Led the creation of requirements, business use cases, and functional specifications (FRS).
• Proactively managed systems development, implementation, and risk via the use of SDLC.
• Used Agile Management Framework as well as Project Management Framework to define the
• Worked in Agile environment and participated in Agile ceremonies -Daily stand-up meetings, Continuous Release planning, Review and Retrospective meetings
• Managed project budget/reporting via financial tracking process, monitoring and maintaining records & updating weekly/monthly spreadsheets to track and forecast all project expenses.
• Followed the UML methodology to create UML diagrams, including Use Cases Diagrams, Activity Diagrams, Sequence Diagrams, Data Flow diagrams, thus defining the business process Model and Data process Models.
• Supported the business lead in balancing and reconciliation activities and ensured smooth delivery by facilitating User Acceptance Testing (UAT/BAT).
• Collaborated with QAs and developed test strategy and test cases.
• Pro-actively communicating and collaborating with business clients to document low level requirements via user stories and acceptance criteria, use cases, business process maps, data specifications and business rules, non-functional requirements, user-interface layouts and designs etc.