SUMMARY

• 8.10 Years of experience in Financial Service Industry - Business Analyst.
• Key facilitator of business communication to gather, analyze, document, and validate stakeholder requirements, enabling development teams to create systems that successfully meet business goals.
• Analyzing End-user Software requests and interacts with software department, giving them the specifications and perform user acceptance testing to ensure smooth implementation of systems / applications.
• Functional Testing of various Modules, Data Integrity & Quality Check.
• Had experience with Agile (Iterative life cycle) methodology and processes as well as traditional Waterfall SDLC processes.
• Facilitated requirement gathering sessions that would increase stakeholder involvement, capturing and prioritization.
• Have controlled project scope through stakeholder involvement, requirements management and risk mitigation.
• Act as liaison between the business and technology by actively planning, conducting and documenting meetings.
• Lead systems analysis efforts on small size to medium size projects and work closely with technical staff and LOB.
• Responsible for assisting with Systems and Integration level testing as required.
• Responsible for tracking and resolving testing issues as well as status updates and issue escalation.
• Migrating new process.
• Prepare SOP’s in line with client requirements on new transitions.
• Setup existing process in BCP (Business Continuity Plan) location.
• Handled high volume of transactions.
• Can work independently with minimal supervision and adhere to tight deadlines.
• Excellent team player and can manage tasks at a personal as well as professional level.
• Prepare MIS reports & other management reports as requested by Client Manager and Management.
• Domain Skills: (a) Analyzing Portfolio Accounting Services for Hedge Funds; that includes reconciliation of cash, positions and market value between the clients accounting software and various brokers / investment managers, pricing the securities to match the current market using Bloomberg and computing the GAV sheet. (b) Mutual Funds Operations: Back office functions, establishing quality checks, errors recurrence monitoring, scheduling Transaction Process activities and Process flow controls. (c) Handled the entire process of Unit Linked Insurance Scheme(ULIS) - (Purchase, Redemption, Reconciliation of entire transaction, Brokerage).
• Analyzed the process of booking of Trades, Swaps, SPOT, FED Wire Cash Transfers, Settling dividends and Interest.
• Excellent skills in using MS-Office for various data analysis, and MIS reports.

PROFESSIONAL EXPERIENCE

Lead/ Sr.Business Analyst

Confidential - Columbus

Responsibilities:

• Initiate communication with business users to gather requirements and maintain necessary relationships with Subject matter Experts (SMEs) in Agile SDLC environment.
• Conversion of Geneva application from Eagle (Accounting Software).
• Analyze complex requirements associated with the rebuild of Market Intelligence application to provide clarity and understanding.
• JAD sessions to review existing Legacy application and gather requirements for the new application and build a gap analysis document to ensure scope coverage.
• Initiate discussions with offshore development team to assess the time and technical feasibility.
• Facilitate meetings with project manager, delivery manager and offshore technical lead for budget constraint issues and scope management resulting in timely delivery.
• Communicate with offshore team and business user’s team in onsite-offshore delivery model to ensure requirement clarity and increase productivity across teams.
• Review detailed requirements to document various use cases, process flows and obtain approval from Business SMEs.
• Document gaps between the legacy application and newly built application, analyze risks involved and suggest recommendations to mitigate the effects.
• Involved in triage meetings on a daily basis to discuss open defects, their severity and priority leading to sign-off.
• Maintaining defect logs and working with technical team, users to bring test issues to resolution.
• Proactively involved with stakeholders and subject matter experts to identify business requirements
• Analyzing all the deliverables are in line with SLA (Service Level Agreement) with no compromise in quality
• Domain Skills - Reconciliation of cash & positions/market value of the fund with its broker data to support the generation of GAV’s on daily/weekly/monthly basis. Rectify trades which are booked wrongly also includes price validation of securities.
• Worked on error classification & prepared defect matrix to track errors in the process. This enables to calculate quality scores for each individual; helps to provide constructive feedback as well.

Sr.Business Analyst

Confidential - Boston

Responsibilities:

• Analyzed the process of booking of Trades, Swaps, SPOT, FED Wire Cash Transfers, Settling dividends and Interest.
• Functional Testing of various Modules, Data Integrity & Quality Check.
• Analyzed review function for the activities completed by the maker on a daily basis & track errors.
• Keep track of day-to-day activities/deliverables.
• Actively involved in Verification and Validation sessions to make sure the issues from post-live operations were being resolved as per the agreed upon SLAs.
• Prepare SOP’s in line with client requirements on new transitions.
• Prepare MIS reports & other management reports as requested by Client Manager and Management.
• Worked with processing team - Reconciliation of cash, positions (Two Way and Three Way Recon) and market value between the clients’ accounting software & various brokers. Pricing the securities to match the current market using Bloomberg and computing the GAV sheet.
• Migrating new process.
• Setup existing process in BCP (Business Continuity Plan) location.
• Handled high volume of transactions.

Financial Analyst

Confidential

Responsibilities:

• Analyzed the entire process of Brokerage & Dividend for all Schemes in LIC Mutual Fund.
• Worked and documented the process of Unit Linked Insurance Scheme (ULIS) - (Purchase, Redemption, Reconciliation of entire transaction, Brokerage).
• Documented queries from Client, Branch and Investor Related Queries regarding Transaction Processing of ULIS, Dividend, Brokerage and MIS Reports and Unit Capital Accounting through E-mail and Phone.
• Analyze End-user Software requests and Interacting with software department, giving them the specifications and ensuring implementation. Functional Testing of various Modules, Data Integrity & Quality Checking of Various Mutual Fund Databases. Co-ordination with IT team for generation of MIS reports requested by AMC (Asset Management Company).
• Handled IPO and NFO Applications.

Confidential

Processing Officer

Responsibilities:

• Worked with a cross functional and diverse team of business users and developers to enable accurate communication of requirements and ensure consensus.
• Assisted IT project managers for designing and planning disaster recovery modules, business continuity initiatives including the creation of policies, procedures, and triage workflow.
• Functional Testing of various Modules, Data Integrity & Quality Check.
• Analyzed the daily transaction feed received from registrar & transfer agents and importing the same.
• Analyzed funding reports to Asset Management Company for brokerage payout.
• Worked with the processing team of NFO Applications.