SUMMARY

• Experienced Business Analyst, Process Analyst in Government, Financial, Mortgage and Insurance Domains with the ability to work independently and manage business expectations with a delivery - focused approach.
• Strong experience in Requirement Gathering, Analysis and Elicitation, Business Requirements Mapping, Use Case Analysis, Gap Analysis with an ability to analyze business practices and define optimal procedures.
• Experience as Scrum Master for an Agile environment. Source Control, Change/Defect Management using TFS, JIRA
• Experience in financial instruments within investment banking and brokerage environments (Wealth Management, Capital Markets, FX, Derivatives, Futures, Options, Commodities, Debt, Equity and Mutual Funds, Asset Backed Securities).
• Multi-discipline experience spanning Project/Program Management, multiple areas in Compliance (AML & KYC) and Risk domain.
• Proficient in Project Management Methodologies such as Agile, Scrum, Waterfall and Software Development Life Cycle (SDLC).
• PeopleSoft, CRM Microsoft Dynamics
• Facilitated JAD & JAR sessions with stakeholders and developers to identify and drive Business Process Improvements.
• Strong experience in Change management, Business and Data Analysis, Data Profiling, Data Migration, Data Integration and Metadata Management Services while having advance Excel skills including Pivot table, V lookup, H lookup and Macros.
• Extensive reporting experience including Creation, Validation, Enhancement, Change of existing/new reports. Documentation of the dashboard requirements.
• Highly skilled in writing Business Requirements Documents (BRD), Functional Requirements Documents (FRD), Request for Proposals (RFP), Statement of Work (SOW)
• Expert in creating UML Diagrams including Use Cases, Activity Diagrams, Flow charts, Sequence Diagrams, Collaboration Diagrams and Data Flow Diagrams using MS Visio.
• Expertise in assisting Testing teams with Functional Testing and creating Test Plans, Test Cases and Test Scenarios.
• Excellent Interpersonal, Communication and Analytical skills, with ability to handle challenges under pressure with ease.
• Strong business acumen, strategic thinking in a multicultural environment and presentation skills adept at creating, editing, and coordinating extensive communication networks.

TECHNICAL SKILLS

Process Modeling Tools: MS Visio, Balsamiq, UML Diagrams, BPMN Diagrams, ER Diagrams

Project Management Methodologies: Agile, Waterfall, Waterfall-Scrum Hybrid

Requirement Management Tools: Microsoft TFS, JIRA, VersionOne, MS Project, MS SharePoint

Programming Languages: SQL

Databases: SQL Server, Oracle 12c, MS SQL Server 2010.

CRM Applications: MS Dynamics, Peoplesoft

Other Applications: MS Office Suite, Advanced Excel (Pivot Tables, Vlookup, Hlookup

Bloomberg Terminal: Real-time financial market data analysis.

PROFESSIONAL EXPERIENCE

Confidential

Business Analyst

Responsibilities:

• Act as a liaison between the Business users and the IT team to gather and document the business requirements for the project
• Design the UI, Screen mockups and the specification documents.
• Elicited and documented requirements by collecting both functional and non-functional requirements and prioritize them into users' stories in MS Team Foundation Server TFS (JIRA Equivalent).
• Enhancement of user interface (UI), screen functionality and add on applications.
• Gathered business requirements through interviews, surveys, prototyping and UI (User Interface).
• Scrum Master duties including Sprint Planning to evaluate and identify the constituents of the upcoming sprint
• Participated Daily SCRUM meetings to know what was completed, what is being worked upon and any blockers
• Participated Sprint Review meetings to determine the outcome of the current sprint
• Participated the Sprint Retrospective meetings to identify opportunity areas to improve the process.
• Monitored tasks and hours associated with the tasks
• Maintaining the Requirement Traceability Matrix, Product Backlog (TFS)
• Functional test the application (CRM Microsoft Dynamics 365).
• Worked on the Requirement Gathering, Analysis, Specification designing of the Operational (Inspections/Incidents), Financial (Budget Allocation and adjustments), Certifications (Regulatory) for the application while leveraging the inbuilt functionality of MS Dynamics 365.
• Report Structure Creation, Validation, Enhancement, change of existing/new SSRS reports that allowed business to get quick glance at the data. AdHoc Reporting: allowed the user to select the metadata for specific reporting needs.
• Documentation of the dashboard requirements.
• Monitored the storyboard to identify Items needs to be completed or upgraded in priority
• Develop the wireframes anduser interface prototypes that capture how the screens of the software system will look thus providing a visual context for software requirements for the business and technical teams.
• Designed the workflow (Step by Step process) for each work Item.
• For the Test Plan created a high-level document defining the Test Scope, testing approach, application area definition & Roles. This served as a guideline for the testing procedures and testing areas.
• For Test Cases defined: Testing steps, Expected Results, Acceptance criteria for each system functionality. This document was use for the functional testing of the application. The purpose of creating this document is to ensure that each component of the system is thoroughly tested and verified before the system is tested by the business users during the UAT (User Acceptance Testing).
• Use various testing techniques to complete testing: Regression testing, System integration testing and unit Testing
• The project was using the AGILE methodology, with a two-week sprint cycle
• Explain the flow of each UAT scenario to the participants, so that they can test the component for the desired outcome. It is essential for the UAT testers to follow the steps as missing a step might give them a negative result.
• Creating use case diagrams, process flow diagrams activity diagrams using UML Techniques and Microsoft Visio
• Creating Use Case Model and screen specific use cases. Periodic review of the Use Cases for Screen/specification alignment
• Presenting/giving walk throughs to the Business users and the development team
• Writing test plan, test cases and test scenarios
• Use Team Foundation Server (TFS) for logging requirements, change requests enhancements, bugs/defects.
• Writing test plan, test cases and test scenarios.
• Created mock-ups with the help of MS-Visio, balsam to understand the UI and UX requirements
• Involved with the QA team to conceptualize, determine and develop test approaches and methods for unit testing, integration and functional testing, load and usability testing (UT) according to the application complexity and test requirements.
• Set the procedure the UAT to support the users during UAT Testing. Providing direction and training to the users.
• Work with the project manager during phase closeout activities.

Confidential

Business Analyst & Scrum Master

Responsibilities:

• Conduct Scrum meetings with the Analysts and Development team to identify any blockers and have an update on the current activities
• Gathered user and business requirements databases through interviews, surveys, prototyping and observing from senior managers and UI (User Interface).
• Created BRD’s (Business Requirement Documents), FRD’s (Functional requirement Document), Screen specifications and supporting documents containing the essential business elements, detailed definitions, and descriptions of the relationships between the actors to analyze and document business data requirements for development team.
• Planned and defined system requirements to Use Case, Use Case Scenario using the UML (Unified Modeling Language) methodologies using MS Visio. Designed ERD and User Interface (UI).
• Experience with developing User Stories throughout the Agile Lifecycle as well as created UML diagrams such as Use Case, Activity, ER diagram and Chart diagrams with MS Visio.
• Tracking the storyboard, and Active items on a continuous basis. Process flow diagrams and visual presentations in MS Visio.
• Worked on researching and pre-grooming user stories by understanding the business requirements as stated in the business requirements matrix by including key members from business teams, underwriting team, and closing SMEs and later translating those in an IT standpoint to explain the work to the team.
• Create and manage sprints in TFS.
• Elicited Reporting requirements. Worked on the Portfolio, Federal reports.
• Worked on an interactive dashboard with the search capabilities.
• Work with the Dev team to get time estimates for the tasks and assign Tasks to the developers.
• Maintain the flow of the TFS items between the Analysts and the Dev team
• Design queries within TFS to run the daily weekly statistics
• Worked on ‘Knowledge Center’ which acted as a document repository for the business using IBM FileNet.
• Handled the sensitive data access for the reports
• Created an ECM, Enterprise Content Management Document for the FileNet & ITS teams.
• Act as a liaison between the Business users (OTDA Legal Team - Director of Litigation) and the IT team to gather and document the business requirements for the project
• Maintaining the Requirement Traceability Matrix, Product Backlog (TFS)
• Creating use case diagrams, process flow diagrams activity diagrams using UML Techniques and Microsoft Visio
• Organizing JAD & Requirement Gathering sessions to understand the business requirements and finalizing them
• Analyzing the processes to understand the key findings, the short-term considerations, the long-term considerations and its benefits
• Work with the Business Users to get the required approvals.
• Design the Screen mockups and the specification documents.
• Presenting/giving walk throughs to the Business users and the development team
• Writing test plan, test cases and test scenarios
• Functional test the application
• Tested the final application for Usability testing (UT) to verify whether all the user requirements were catered to by the application.
• Use Team Foundation Server (TFS, JIRA Equivalent) for logging requirements, change requests enhancements, bugs/defects.
• Before the UAT, gave Business Users & Development Team a Demo/Walkthrough of the system. This walkthrough is critical for the Business users as it gives them an opportunity to look at the system they would be testing. For the Development Team the walkthrough can come in handy to identify any residual issues.
• Writing test plan, test cases and test scenarios
• Support the users to test the application during UAT. Providing direction and training to the users.
• Work with the project manager during phase closeout activities.

Confidential

Business Analyst

Responsibilities:

• Was brought on to the Project to lead the UAT effort.
• Designed a UAT structure that was best suited for the project per the business requirements
• Writing test plan, test cases and test scenarios
• Functional test the application
• Tested the final application for Usability testing (UT) to verify whether all the user requirements were catered to by the application.
• Use Team Foundation Server (TFS, JIRA Equivalent) for logging requirements, change requests enhancements, bugs/defects.
• Before the UAT, gave Business Users & Development Team a Demo/Walkthrough of the system. This walkthrough is critical for the Business users as it gives them an opportunity to look at the system they would be testing. For the Development Team the walkthrough can come in handy to identify any residual issues.
• Writing test plan, test cases and test scenarios
• Support the users to test the application during UAT. Providing direction and training to the users.

Confidential

Business Analyst:

Responsibilities:

• Analyzed the existing customer data and understood the necessary information required to be captured for each existing customer.
• Develop AS-IS and TO-BE process flows for managed account functions.
• Compiled a performance report for the Wealth Managements primary CRM system, which was reviewed by senior management. The report listed new objectives, completed tasks, and a status update on current projects.
• Conducted JAD sessions and gathered business requirements, analyzed and prioritized requirements.
• Proposed solutions or alterations to remove inefficiencies and closed gaps in existing process via process redesigning.
• Provide RQA points to the User Stories based on its quality & ensure proper User Story formatting for all the User Stories before the Grooming Meeting.
• Agile Testing methodology: Utilized Quality Center and the agile testing methodology for regression, system integration, and user acceptance system testing
• Developed Use Cases Diagrams to explain functional workflow
• Prepared Business Process Models that included modeling of all the activities of business from conceptual to procedural level.
• Analyze client’sbusinessrequirements and processes through document analysis, interviews, workshops, andworkflowanalysis.
• Wrote the SQL queries for data extraction and analysis.
• Defined and created the Test strategies and associated scripts for the verification and validation of all defined business requirements and associated functionality
• Reviewed and analyzed the Use cases and came up with System design and Test Plan Templates and developed test plans, test cases and test strategy
• Designed test plans and test scripts based on user requirement specification and conducted functional testing, UAT- Integration testing & Unit testing
• Supported business users by providing them training and designing user manuals.

Confidential

Responsibilities:

• Liaison between the finance, Sales Operations and HR. Identifying process requirements and converting them to System requirements.
• Responsible for the data integrity of the new system (Callidus)
• Extensively used SQL & Excel for data analysis. Advanced excel user (vlookup, hlookup, Pivot Tables)
• Reconciliation of the monthly and quarterly sales commission data
• Preparing Reports for approval from controller
• Gathering requirements from end users and document requirements in form of specifications
• Designing Mapping documents, compensation plans for the new employees and capturing changes in the compensation plans.
• Onboarding new employees, processing change requests for existing employees.
• Analyzed the processes to understand the key findings, the short-term considerations, the long-term considerations and its benefits
• Attending client meetings and converting their requirements to user specifications and communicating with the development teams.

Confidential

Business Analyst

Responsibilities:

• Worked closely with PM team to present, justify and negotiate the estimate withbusiness stakeholders.
• Worked on reporting application and interacted with variousbusinessteams for requirement gathering & analysis and conducted JAD sessions to quickly gatherbusiness& functional requirements.
• PreparedBusiness& Functional requirement documents for securities reporting application using standard SDLC templates in MS Word.
• Knowledge in Microsoft Project, Visio, PowerPoint, Atlassian suite: Jira, Confluence andbalsamiq
• Developed graphical use-cases usingBalsamiqas a wireframing tool.
• Maintained SDLC standards by documenting Project Request Document, Project Planning Document, BRD, FRD, Scope Document, RISK Scorecard, and Planning Phase End Metrics.
• Created mock up screens for various modules including Portfolio/NAV Accounting Checklists, Email Inquiries, Heatmap Reports and NAV Tracker Reports of various Fixed Income instruments.
• The tool helped to collect data from both internal & external sources, allow clients under the same household to be clubbed under same portfolio and generate reports by different durations or at any time point.
• Used AML toolsActimizeto generate reports through collecting data from various databases to automate the whole process of CTR.
• Conducted JAD sessions to document visual process flow that brought transparency to organizational structure and behavior, quality control and corporate interpersonal relations.
• Participate in brainstorming sessions on quality analysis, manual and automated testing and defect tracking tools.
• Created UML diagrams such as Use Case Diagrams, Activity Diagrams, Data-Flow Diagrams using Rational Rose and MS Visio to define the Business Process and Data Process model.
• Directed and managed the Change Control process for the project as a whole byfacilitating groupmeetings, one-on-one interviews and corresponding through emails with work stream owners to discuss the impact of change request on the project.
• Facilitatingusergroupmeetings and gathering system requirements for web application development.
• Created High Level Design Document, Test Plan & Test Case Document, UAT testing and Release Plan
• Studied the existing KYC/CIP system and prepared the test data for the CDD/EDD based on the inputs.
• Used Jira to maintain and update status of each change request, enhancement, production issue and bugs for test results.
• Maintaining all the project documents and updating them regularly with the new updates and enhancements in the application.
• Analyzed & resolved Production issues, working closely with Onsite & Offshore development teams during the project to achieve product delivery timelines.
• Involved with making appropriate commitments through story selection, sizing and tasking.
• Involved in Scrum Sprint Planning Sessions, Backlog Grooming, Sizing, Sprint Retrospectives & Reviews, Daily Stand ups, User Stories and Acceptance Criteria.
• Created and prioritized the Back Log in Jira, coordinated Planning Sessions and maintained User Stories and Acceptance Criteria.

Confidential

Process Associate

Responsibilities:

• Worked with business users, pension agents and marketing teams to determine the target market and business needs and established excellent knowledge in pension processing.
• Collaborated closely with project manager to prepare project plans, budgeting, scope, features and analyzed the existing system along with business process flow
• Worked extensively in designing the database with the design team and created data flow diagrams, data analysis, and Process flow diagrams.
• Created the project templates for use case specification, change request form, functional specification documents, business requirement documents and defect status forms
• Involved with the technical teams during implementation such that right business requirements are being translated into the system
• Detailed analysis of the client policy documents
• Facilitated process flow by creating a step by step entry form for identifying accurate bid price for pension transfer
• Calculation of transfer amount by using appropriate release dates to avoid risk factors
• Coordinating with program manager to develop customer retention strategies
• Mentoring new team members to understand the technical flow of processes
• Coordinating with quality team and implementing suggested best practices across team
• Worked with marketing teams to determine the target market and to understand consumer requirements.
• Worked closely with QA teams to define test cases and execute test plans
• Involved with the technical teams during implementation such that right business requirements are being translated into the system
• Regression testing, Functional testing (testing using test cases; bug detection; log files analysis; testing using emulator applications w/o GUI).
• Created User Interface Design Documents and wrote User Interface ComponentSpecification Document.
• Created wireframes for the user stories.

Confidential

Disputes Analyst

Responsibilities:

• Gathering requirements from the business users, documenting and communicating to the database teams.
• Understood the various disputes that were filed by the Customers and merchant entities.
• Analyzing various resolution scenarios- Chargebacks, NRCBs, Credits, Re-disputes, Merchant supports.
• Supporting the RSU by providing information on disputes to verify and validate customer and dispute data.
• Created reports for the Risk Scoring Unit (RSU)
• Participated in the customer meetings to gather requirements and design business documents.
• Analyzing the supporting documentation (customer and merchant entity) to evaluate the dispute
• Collaborating with team to implement strategies for increasing customer satisfaction
• Conducted training sessions for the internal users of the application.
• Developed wireframes for reports to be viewed and analyzed onUserInterface.
• Facilitated sessions with the product director to finalize the User Stories for the designated release cycle
• Assisted the team members to resolve complex cases
• Awarded the “Rookie Award” for being consistent performer
• Awarded the “Achiever Award” for maintaining 100% Quality consistently

Confidential

Technical Associate

Responsibilities:

• Resolving technical issues for a network or a single computer via linear logical troubleshooting for Microsoft operating system.
• Document the Issue, Resolution and Status details
• Sending out follow up emails and user experience forms
• Analyzing the Overall CSAT Scores for the team
• Addressing product queries of the end customer
• Participated in the in-house project designed to enhance the CSAT score management
• Determine the impact on complex systems; design mock ups and write complex system specifications.
• Participated in the customer meetings to gather requirements and design business documents.
• Prepare accurate and detailed requirement specifications documents,userinterfaceguides, and functional specification documents.
• Experienced in training and mentoring team members with product knowledge and business processes.