PROFESSIONAL SUMMARY:

• 10+ years of experience as Project Manager/ Business Analyst/ SCRUM Master working on requirements elicitation and project management, creating business requirements and functional specification documents, and other various Project documents, Prototyping, Develop Proof of Concepts, and Design, Develop, and Testing of Enterprise Applications.
• CSM (Certified Scrum Master) with 5+ years of implementing agile projects.
• Other areas that I have had much exposure in addition to Project management and Business Analysis are Stakeholder Management, Portfolio Management, and Strategic Planning, to Develop Project Estimates, Change Management, Performance Analysis and Business process modeling.
• Managed global projects with internal, external stakeholders & experience leading offshore development and other cross - functional teams.
• Functional domain experience in Investment Management (Equity, Trading, Fixed Income, Derivatives, Transfer Agency, and includes full trade lifecycle Exp.), worked on regulatory initiatives like Dodd Frank, and FATCA, other domain include IT & Network Infrastructure.
• Experience working with cross functional teams across Luxemburg, Edinburg, Australia, Japan (worked with translator assistance), India, Poznan etc.
• High proficiency in both Agile and Waterfall project methodologies.
• PMP (Project Management Professional ) is in progress at this time.

TECHNICAL SKILLS:

Methodologies: Agile, RAD, JAD, Waterfall

Data Analytics: Tableau, Splunk, Big Data, Web Analytics

Business Documentation: Business Case Development, Project Charter, Scope Documentation, Requirements Analysis Documentation, System Design Specification Documentation, User Stories, Product Backlog, Sprint Backlog, Task Board, Cost Benefit Analysis, Business Process Flow, Test Cases, Test Plans, Traceability Matrix, work breakdown structures, Performance Reporting, RACI Matrix, Gap Analysis, Data mapping, Data Warehouse Documents, Data Dictionary, Status Reports, Risk Management plan, Risk and Issues log, Issue Escalation procedures, RFI, RFP etc.Skills: Use Case Modeling & Analysis, Designing Wireframes, Prototype Designing, Earned Value Analysis

Case Tools: UML, MS Visio

Workflow Tools: MS Office Suite

Programming Languages knowledge: ASP.NET, C#, VB.NET, HTML, PHP, JAVA, J2ee

Portal: Microsoft Office SharePoint Server, Windows SharePoint Server, HP Quality Center, JIRA, Base camp, Lync, Service Now, CLARITY PPM, MS Exchange

Database: SQL Server, Oracle

Version Tools: Visual Source Safe, SVN

PROFESSIONAL EXPERIENCE:

Confidential, Jersey City, NJ

Business Analyst

Responsibilities:

• Defined report, data requirements and information needs for financial analysts of various departments at Envision.
• Gathered requirements for business intelligence needs of the organization and completed report requirements for Tableau reporting.
• Documented for the data warehouse by working with Database architect.
• Established standards for enterprise wide reporting process. Reviewed existing reports and content for accuracy as needed.
• Help put together data dictionary and modules to train staff on use of Tableau Reporting Tool.
• Evaluated existing templates for improving visualization and report viewing experience. Suggest ways to enhance reporting capabilities.
• Maintained inventory of reports and all changes requested with proper documentation.
• Coordinate activity with other reporting analysts and departments to ensure uniformity.
• Provided support for end users to navigate through the Tableau to promote Self Service Reporting.
• Collect data requirements; communicate with analysts, information technology personnel within an organization.
• Identified missing elements for enterprise needs and help in corporate these through well designed release process.
• Created process flow for requirements and reporting request intake process using JIRA for Change Request/ Enhancement management
• Developed test plans for the project, and test data for SIT & UAT.

Confidential, Jersey City, NJ

Project Manager/ Sr. Business Analyst

Responsibilities:

• Elicit, analyze, document and validate detailed business of various transfer agency system at CITI and functional requirements enabling software enhancements to be developed.
• Used process flow diagrams, screen mock-ups and other visual documentation techniques to enhance the value of business requirements documentation for benefit of business users as well as technical teams.
• Worked with the technology teams to ensure completeness and accuracy of the technical specifications and design, meeting business requirements.
• Work closely with the development team to brainstorm and identify features and functions in the application and ratify the solutions from a process owner standpoint.
• Identify opportunities for process and control improvement and efficiency gains.
• Participate in key business change and cost reduction program for this program to provide analytical support and to drive financial outcomes.
• Mentored BA’ on application development and configuration requirements and reported Performance Matrix to executive steering committee.
• Provide visibility to project team and/or Director of Business Solutions on progress against approaching milestones, issues, risks and dependencies.
• Extensively used JIRA as incident and change management tool to record, analyze, track incidents or enhancements.
• Created and executed detailed test plans to ensure that the letter and spirit of the business requirements for the solution are being fulfilled.
• Proactively examine new and emerging technology offerings in the marketplace to evaluate and advise business on potential value or applicability.

Confidential, San Mateo, CA

Project Manager

Responsibilities:

• Lead project team of 6 of business analyst’s and technology teams across various PMO’s, responsible for overall scope, budget of >$1M, time-line and project delivery.
• Coordinated projects efforts with Technical project managers, Subject matter experts, Business & System Analysts. Ultimately accountable to project sponsor and Stake holders.
• Responsible for discussions strategic issues with project sponsor and tie breaker on decisions with Business and Technical Project Managers.
• Defined project charter, scope statement, cost benefit analysis and project plan.
• Facilitated JAD sessions with business, technology, process and vendor teams. I was responsible for communicating and managing expectations of all the team involved within the project.
• Gathered, analyzed, validated, managed and documented the stated requirements. Interacted with Users for verifying requirements, managing change control process, updated existing documentation.
• Analyzed and documented Business Requirements Documents includes non-functional and functional requirements (BRD), System Design Specification Document (SDS), and Report Specifications for full understanding of the business and used MS-Visio for the requirement tracking and analyzing.
• Selected and implemented agile development practices according to the project requirements.
• Created Functional Requirement Specification (FRD) documents - that include use case diagrams and scenarios. Also, provided End User Consulting on Functionality and Business Process.
• Responsible for all technology aspects of the project including infrastructure, security, enterprise architecture, supporting Franklin Templeton Technology (FTT) teams like .net, Sql server, DR etc., FT functional teams and Technology budget.
• Ensured all the functional and technical teams are adequately and appropriately staffed through all the phases of the project life cycle.
• Liaison for project with other corporate departments that includes Executive, Legal and Global Information Services as well as vendor relationships. Track KPI’s and report Performance indicator’s with performance return calculations, Risk Indicators, Issues with status on regular basis to senior management using CLARITY.
• Lead business and test teams to review requirements and develop test plan, develop test Scenarios, define acceptance criteria, construct test cases, test scripts, preparing test data and finally co-ordinate and completed system integration testing and user acceptance testing. Log defects/ incidents/ enhancements in JIRA.
• Defined business acceptance criteria in association with SME’s and project teams, to go live as per industry standards set by Securities Industry and Financial Markets Association (SIFMA). Ensured timely functional and technical team signoffs. Co-ordinated Go/No-Go Production Implementation Signoff meetings with business and technology teams.
• Assisted process teams in developing of materials for newly implemented process and process improvements.

Confidential

Responsibilities:

• Defined and initiated Program, and managed 15%(~$3M) of $20M of overall project estimate, schedule, and tracked performance of program, while working to ensure the ultimate success and acceptance of the program.
• Maintained continuous alignment of program scope with strategic business objectives, and made recommendations to modify the program to enhance effectiveness toward the business result or strategic intent.
• Built credibility, established rapport, and maintained communication with stakeholders at multiple levels, including those external to the organization.
• Elicited business requirements from the business users by conducting the Working sessions, JAD sessions, one on one interview’s with project stakeholders, SME’s, Operations groups, and documented them in a Business Requirements Document (BRD) and Functional Design Document.
• Maintain and take ownership of the Requirements documents such as Screen Notes, Design specification document, Systems requirements document, Requirements traceability matrix and Technical Requirements document.
• Lead the team of 7 to develop system design & documentation which includes functional design, screen notes, Use cases, and process flows. Created Mock ups according to the GUI guidelines set by the GUI team.
• Track Performance indicators (Perform Integrated Change Control, Manage Project Team, Manage Communication, Control Risks, Control Procurement) and report on timely basis to senior management using CLARITY.
• Lead the QA team to complete test Plan, test scripts, and test cases.
• I was part of the QA team to complete System Integration Testing and expertly used JIRA.
• Follow up on changes required as a result of System Integration Testing (SIT) and User Acceptance Testing (UAT) to ensure all documentation is updated accordingly and business consensus is achieved.
• Co-ordinate and support as needed to meet departmental needs due to project changes.
• Act as the customer advocate to ensure that technology groups like .net & database AD teams, which provides the business with required service levels.

Confidential

Responsibilities:

• Foreign Account Tax Compliance Act (FATCA) - led the project teams in middle and back office to Study/ understand the FATCA regulation working along with consulting partners PricewaterhouseCoopers.
• New client’s onboarding project - drove the implementation of systems for new client “Stuttgarter Versicherung” dealing in Equity, Fixed Income, and Derivatives products worth $1 Billion.
• Trade Recap File Automation Project - automated and implemented a solution to ensure the accuracy, efficiency, and security in daily transmission of trade details if different financial instruments like Equity, Fixed Income, and Derivatives if to about 200 clients and 300 emails using TLS and PostX protocols.
• Templeton Global Growth Fund Insourcing Project - Fund Administration and General Management services of $300 million account were insourced internally from third party vendor through this project.
• Management Information Metrics - executed people & portfolio management project.

Confidential

Business Analyst

Responsibilities:

• As a business analyst I was accountable to define project scope, worked on project plan.
• Identified the organization's business needs by conducting one to one meeting with various departments and process teams of Confidential .
• Conducted JAD sessions between various business teams, technology teams, on shore and offshore teams. Served as a client’s main point of contact leading JAD sessions.
• As result of JAD sessions documented business requirements of business users, process groups and came up with Business requirement document (BRD).
• Created a detailed functional document which includes deep dives into enterprise systems and architecture.
• Managed software requirements, conducted site visits, produced prototype designs, developed and executed test scenarios, and launched project.
• Participated in design and code reviews with .net, Sql and other technology teams to ensure compliance with functional design and requirements.
• Create change requests and follow up with client and technology teams implement the change requests.
• Created testing scenarios in conjunction with the development team before all production pushes.
• Involved with usability testing including serving as the main point of contact for an external usability consultant, identifying aspects of the design to be tested, reviewing the proposed scripts, and accompanying product managers on customer site visits.

Confidential

Responsibilities:

• Developed Functional Specifications document, Use Cases, Process Flow diagram, Requirements Traceability Matrix based on final business requirements and enhancements.
• Planned and defined system requirements to Use Case Scenario’s.
• Analyzed, defined and developed web application screens with technology teams.
• Presented Business Flow models and conducted walkthroughs for Requirements Board and documented feedback for further enhancements
• Involved in creating and modeling the process flows and accomplishing the GAP Analysis.
• Conducted JAD Sessions periodically with various stakeholders at various phases of the Software Development Life Cycle (SDLC) to discuss open issues and resolve them.
• Developed the Test Scenarios, test plan, test conditions and test cases to be used in testing based on business requirements, technical specifications and/or product knowledge.
• Facilitated UAT and test strategies with developers and testers and performed manual front-end testing to check all the functionalities incorporated with the different modules.
• Conducted stakeholder presentations on the progress of the project after every phase of SDLC.
• Extensively involved in change management initiatives, managed and controlled change using JIRA, associated requirements to specific change request/enhancements/defects/ incidents and made sure that other teams were following the change requests guidelines.

Confidential

Responsibilities:

• Interacted with business users to explore the project feasibility, gathered business requirements and design requirements.
• Conducted requirements walkthroughs with project sponsors.
• Assisted project manager in development of the Project Scope, Project Plan, Budgeting, and Scheduling.
• Worked the technology teams (.net, database, server groups) to develop wire frames.
• Involved in analyzing and documenting functional and system specifications. Developed detailed system test plans, including test procedures and test Cases for different project modules present in the application.
• Involved in Business Strategy planning, adaptation and execution of the project.
• Further duties included quality control, testing, maintenance, documentation, configuration, and scalability issues using JIRA & Quality Center and .
• Conducted System Integration testing (SIT) and on-site User acceptance testing (UAT).

Confidential

Responsibilities:

• Organized and facilitated customers and internal stakeholders in conducting JAD Sessions with the purpose of creating business and System requirements utilizing use cases.
• During the design phase, worked with the development team to ensure testability, reliability, maintainability and performance by documenting website processes and workflow, identifying cross functional and organizational process improvements.
• Mapped the various Business Processes and identified the complexities, competencies, conclusions and dependencies.
• Created detailed workflow diagrams of existing and proposed system.
• Reported and presented the key components and milestones to top management teams.