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Sr. Business Analyst Resume

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Palm Beaches, FL


  • 7 years of Industry experience as a Business Analyst with solid understanding of Business Requirements Gathering, Evaluating Data Sources, Translating Requirements into Specifications, Application Design.
  • Diverse experience in Banking and Financial Services.
  • Proficient in Technical and Business Writing, Business Process Flow, Business Process Modeling, Business Analysis and Testing various methodologies.
  • General understanding of Accounting process including general ledger and account reconciliation.
  • Good comfort level with Capital Markets, Money markets, Trading Systems, Derivatives (Strong in Options), Equities, Fixed Income, US government Treasury Securities (T - Bills, T-Bonds and T-Notes), Municipal Bonds, Stocks Trading Cycle, Margin Requirement, Mark to Market, Hedge Funds.
  • Expertise in Project Management i.e. Project Scoping, Planning, Estimating, Scheduling, Organizing, Directing, Controlling, Budgeting and Drafting Remedy Procedures.
  • Experience in designing and developing Enterprise Applications using BEA WebLogic, IBM WebSphere Studio, MQ Series.
  • Modify vendor application to benefit faculty and students
  • Knowledge and understanding of Futures, Options, CDO, CDS, CMO, MBS, Interest Rate Swaps, Credit Derivatives, Swaps, Bonds, Equity Swaps, Capital Markets, Fixed Income, Structured Products.
  • Business/Systems Requirements/Workflow Definition, Systems Analysis and Design, Process Re-engineering, UML use case modelling, Rational Unified Process, Testing.
  • Equity (Stocks, Options, Futures, Structured Products, Swaps)
  • Experience in Other Utilities/Tools/Scripts like Korn Shell Scripting, Perl 5.0, SQL Plus, SQL Loader, Export and Import utilities, TOAD 9.1 and Visio 10.0.
  • Experience in facilitating Joint Requirement Planning (JRP) sessions with Business User Groups, conducting Joint Application Development (JAD) sessions with IT Groups and Conflict Management with Project team members.
  • Strong usage of Subject Matter expertise in Fixed Income, Equities, Equity Swaps, Equity Finance, Stocks Trading Cycle, Portfolio Analysis, Asset management, Bonds and Bond Trading Cycle, Bond Pricing, Derivatives (Options-Including Vanilla and Exotic and Futures/Forwards), Credit Derivatives, Interest Derivatives, Alternative investment, Portfolio Management, Sales and Marketing
  • In depth knowledge Rational Unified Process (RUP) methodology, Use Cases, Software Development Life Cycle (SDLC) processes, Object Oriented Analysis and Design (OOA/D).
  • Strong understanding of project life cycle and SDLC methodologies including RUP, RAD, Waterfall and Agile.
  • Competent in Creating Unified Modeling Language (UML) diagrams such as Use Case Diagrams, Activity Diagrams, Class Diagrams and Sequence Diagrams.
  • Extensive experience in developing Use Cases, creating Screen Mockups, conducting Gap Analysis and Impact Analysis, SWOT analysis, Cost Benefit Analysis, Risk Analysis.
  • Facilitated Change Management across entire process from Project conceptualization to Testing through Project Delivery, Software Development and Implementation Management in diverse Business and Technical Environments.
  • Experience in writing SQL queries and optimizing the queries in Sybase, Oracle and SQL Server 2000.
  • Involved in Test Planning, Test Preparation, Test Execution, Issue Resolution and Report Generation to assure that all aspects of a Project are in Compliance with the Business Requirements.
  • Strong experience in conducting User Acceptance Testing (UAT) and documentation of Test Cases. Expertise in designing and developing Test Plans and Test Scripts.
  • Interface with clients from Operations, Marketing, Sales, Technologies, and Outside Vendors and act as their customer interface point as the lead of the Projects.
  • Highly motivated team player with excellent Interpersonal and Customer Relational Skills, Proven Communication, Organizational, Analytical, Presentation Skills, and Leadership Qualities.


Software/Environment: MS Visio, MS Project, Rational Product Suite, Rational Rose, RequisitePro, ClearQuest, Windows XP/2000/Me/98/95/3.1/NT, OS X, SunOS, MS-DOS, Dream Weaver, Adobe Photoshop, Flash, Business Objects, XML, UML, HTML, C++, VB.NET,ASP.NET, Java, Access, Microsoft Word, Power Point, Excel, Outlook, PSP Studio, Word Perfect


Confidential, Palm Beaches, FL

Sr. Business Analyst


  • Studied and assessed the clients systems and business processes.
  • Understood the business and gather requirements from various users.
  • Interface with the Wholesale Commercial Loan and Mortgage user group to address issues
  • Strong knowledge and understanding of the various steps in the Mortgage Loan Lifecycle
  • Applied business knowledge of Fixed Income and Foreign Exchange Trading (Bonds, Spot/Forwards, Interest Rate Swap, Credit Default Swaps, Options: vanilla/single barrier/double barrier/digital) and hedge fund.
  • Worked closely with employees in the Entire Mortgage Life, including Loan Application, New Loan Origination, Payment Application and Remittance, Collateral Inspection and Monitoring.
  • Developed excel models to derive the amortization schedule for Whole loan products and Mortgage Backed Securities
  • Prepared qualification test scenarios and assisted in final vendor application selection process.
  • Collected high level Business Requirements of Trading Life Cycles include Futures, Forwards, Options and Swaps by meeting with management teams.
  • Analyzed data quality issues to improve product coverage of different product groups like Swaps, Bond in Product Stress Testing, software to calculate stress mark to market and mark to market of various portfolios; improved product coverage of CDS system to 78% from 7%, EQRMS system to 82% from 70%.
  • Addressed all aspects of the claim processing lifecycle, starting from identifying a claim right up to closure.
  • Established a business Analysis methodology around the RUP (Rational Unified Process).
  • Analyzed and re-engineered the lifecycle to ensure that the riskier claims could be easily identified and monitored.
  • Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database.
  • Expanded and enhanced the specifications for customized timekeeping and finance system by reviewing current in-house system, previous specifications for new system, and capabilities of vendor application (I Vantage from Spectrum). Developed wire frames and flows for customized screens.
  • Documented, tabulated and reviewed methods of valuation in effect, using SQL (to continue working on prototype developed by self)
  • Assisted in building a business analysis process model.
  • Performed requirement analysis, went through all the use cases and workflows.
  • Functioned as the primary liaison between the business line, operations, and the technical areas throughout the project cycle.
  • Conducted benchmarking activities to identify best practices. Claim data analysis
  • Provided the team with the Business Requirement Document (BRD), FSD and the NFSD.

Environment: Rational Suite (Rose, Requisite Pro), PHP, Windows XP/NT, ASP.Net, Oracle. SQL, JSP, XML, Excel, Access, Sharepoint, MS Visio, WinRunner, VBA Macros.

Confidential, Chicago, IL

Business Analyst


  • Gathered Business Requirements. Interacted with the Users, Designers and Developers, Project Manager and SME’s to get a better understanding of the Business Processes, and Analyzed and optimized the process.
  • Utilized Commercial Lending banking application and was responsible for the design and process flow of the system.
  • Created the Mortgage Induction Manual that is now a walking encyclopedia for any new comer in the project including the IT members of the clients
  • Design high level process flow to achieve CEOs vision high level process flow for the entire mortgage project
  • Involved in the performance tuning of the DataStage Jobs and SQL queries.
  • Analyzed requirements for loan request, loan process, member services, processing and portfolio management.
  • Involved in extensive DATA validation using SQL queries and back-end testing
  • Responsible for supporting and managing major software upgrades, new releases, and installation of financial software applications, databases and servers. Applications include Ceridian (HR, benefits and payroll), Corptax ( corporate tax returns), and Payplus (wire operations) all use SQL databases.
  • Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database
  • Involved in gathering the requirement with the SMEs to get the maximum information about the work-stream including Mortgage Servicing, Loan Monitoring, and Asset Management.
  • Used SQL to query the database and performed data analysis.
  • Created cash flow models for Mortgage Backed Securities, Whole Loans, Structured Securities using Intex and ADCO data
  • Generated Use Case diagrams, Sequence diagrams, Business Objects, Domain Object Model, and Visio to depict process flows and PowerPoint presentations
  • Held and attended presentations and meetings to coordinate efforts among all the groups, leading the inception phase.
  • Collected business requirements to set rules for proper data transfer from Data Source to Data Target in Data Mapping
  • Prepared Business Requirement Document and then converted business requirements into Functional Requirements Specification and Technical Specification using Rational RequisitePro.
  • Identified Use Cases from the requirements. Created UML Diagrams including Use Cases Diagrams, Activity Diagrams/State Chart Diagrams, Sequence Diagrams, Collaboration Diagrams and Deployment Diagrams, Data Flow Diagrams (DFDs), ER Diagrams and Web Page Mock-Ups using Rational Rose and MS Visio and thus defining the Business Process Model and Data Process Model.
  • Worked with the QA team in testing the upgraded system for data retrieval, using complex SQL queries.
  • Performed extensive requirement analysis including data analysis and gap analysis.
  • Implemented QA testing and report/data validation with basic SQL queries.
  • Worked in mainframe environment and used SQL to query various reporting databases
  • Creating and maintaining the Traceability Matrix of scripts that needed remediation as part of the data conversion effort.
  • Involved in assisting the development of functional requirements, static testing the applications by preparing and developing the Test Plans and Test Rules, editing and writing Test Cases, Test Scenarios and Test Scripts.
  • Executed the test cases manually for various job submissions in batch processing by using the Test Director/Mercury Quality Center.
  • Did the regression testing using pre-existing test cases besides integration testing of various modules of the application.
  • Prepared Functional and Behavioral document that describe the detail design of the application.
  • Used the Unified Change Management (UCM) tool, Rational ClearQuest to maintain and track the stakeholders requested enhancements and changes.

Environment: RUP, Rational Requisite Pro, IBM Rational, Clear case, Clear Quest, Data warehouse, UML, Oracle, SQL, Unix, Outlook. Access, Excel, XML, MS Project

Confidential, Newport Beach, CA

Business Analyst


  • Analysed User Requirement Document, Business Requirement Document (BRD), Technical Requirement Specification and Functional Requirement Specification (FRS).
  • Conducted a comprehensive use case analysis to determine key abstractions such as loan underwriting, loan-closed, borrowers-info, mortgage-payments etc, and their mapping to the standard analysis mechanism to enable maximum reuse.
  • Used the guidelines and artifacts of the Rational Unified Process (RUP) to strategize the Implementation of RUP effort in different iterations and phases of the Software Development Life Cycle.
  • Performed Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data
  • Analyzed the system to be implemented for production to ensure that it handles incomplete and accurate data and performs default method of calculations for various mortgage products like Mortgage Backed Securities, Asset Backed Securities, and Megas & Tranches
  • Worked as an Interface between the Users and the different teams involved in the application development for the better understanding of the Business and IT Processes..
  • Used AOL to created seeded responsibilities and roles to integrate BI Apps with Oracle EBS.
  • Configured the Data mapping between Oracle and SQL Server 2005.
  • Conduct extensive analysis on security trading cycles; provide consulting on financial disclosure, regulatory and compliance issues
  • Responsible for 24x7 coverage for various mainframe based Cobol applications using DB2, VSAM and IMS databases.
  • Followed a structured approach to organize Requirements into logical groupings of essential Business Processes, Business Rules, and Information needs that insures any Critical Requirements are not missed
  • Followed the UML based methods using Microsoft Visio to create: Use Cases Diagrams, Activity Diagrams, State Chart Diagrams, Sequence Diagrams and Collaboration Diagrams.
  • Prepared Logical Data Models that contains set of Entity Relationship Diagrams and Data Flow Diagrams and supporting documents and descriptions of the Relationships between the data elements to analyze and document the Business Data Requirements.
  • Worked extensively with the QA team for designing Test Plan and Test Cases for the User Acceptance Testing.
  • Responsible for providing analytical support in the Design, Development and Implementation of Project.
  • Verified the Business Scenarios on new builds to allow extended testing by the QA team.

Environment: MS Access, Excel, MS Outlook, RUP, UML, SDLC, MS Office, MS Project, COBOL, DB2, MS Visio, DOORS, SQL, Project Management.

Confidential, St. Louis, MO

Business Analyst


  • Designed business requirement & systematic approach based on project scope and SDLC.
  • Translated business requirements into functional requirements and prepared an extensive project plan to reduce inter-company transactions in equity derivatives and foreign exchange trades.
  • Engaged in project planning - Built Project WBS (Work Breakdown Structure) and Project Timeline.
  • Worked with Traders and Brokers teams to identify solutions driven by business requirements.
  • Conducted evaluation of bank’s data governance structure and identified gaps in structure, data and systems.
  • Conducted current state study which included data collection methodologies, data quality and data integration problems, data storage and infrastructure related issues.
  • Facilitated joint application development (JAD) sessions by convening project sponsors, group representatives, SMEs’ and technical personnel and documented the minutes.
  • Built analytical framework to quantify impact of inter-company trade aggregation on all the systems in the trade processing flow.
  • Performance improvement of intra-day trading entries, security master file updates and security movement were some of the features of new system.
  • Conducted analysis and optimization of trade processing flow, trade break investigation and liquidity analysis for equity derivative and foreign exchange products which resulted in 45% reduction in trade volume processed by technology systems.
  • Worked with Operations Risk Management division to assess operational risk, determine impact of FX trade transactions on incident reporting.
  • Development of reporting solutions which include MS Access MS Excel and OLAP reporting via HyperionEssbase.
  • Managed and drove continuous improvements in HyperionEssbasedata cubes performed UAT testing and lead migration effort.

Environment: Microsoft Office Suite (Word, Excel, Outlook, MS project,Visio,Powerpoint), UML, RUP,, SQL Server, Essbase, Windows NT/XP, Java, HTML.

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