SUMMARY

• Diligent Business Analyst with 9 + years financial industry experience.
• Worked on Regulatory, Static Data Maintenance, Risk Reporting, Wealth Management and Fixed Income projects.
• Confidential: Handled Projects end to end as a Lead Business Analyst for Dodd Frank Section 165 IHC CCAR Reporting Requirements for CCAR Analytics, CCAR Scenario Analysis (SMT Tool) and CCAR Risk Reporting Aggregation, Volcker Requirements, FATCA, Syndicate Loans migration and Basel 3.
• JP Morgan Asset Management: Worked on project related to Risk Management Reporting dashboard.
• Created the Project Scope, BRD and FSD and coordinated UAT with users across the globe.
• Confidential: Involved in creating BRD, FSD, creating wireframes and assisting Business users for UAT for Wealth Management platform.
• Confidential: Involved in Requirement gathering sessions, creating FSD, supported the data migration from a legacy system to strategic system.
• Experience handling cross functional projects with Credit Risk, Market Risk, Compliance, Product Control, Legal Entity and Finance.
• Experience in working in SDLC and Agile methodologies.
• Held Stakeholder discussions for defining the project scope and got sign off.
• Thorough requirements gathering and documenting abilities of writing RAID Log, Project Scope Document, Business Requirement Document (BRD), User Stories, Functional Specification document (FSD), Traceability Matrix, Use Cases, Data flows, Meta Data Management, UAT Test Plan, UAT Test Cases, Run Book, coordinating UAT with business users and supporting Production rollout.
• Used MS SharePoint to store all the Business Documentation.
• Hands on experience flow charts, Use Cases, Activity Diagrams (Swim Lanes).
• Hands on experience in data modelling by creating Entity Relationship diagrams, Data Dictionary and Data Mapping.
• Strong knowledge of Databases and writing SQL Queries.
• Proficient in Advanced EXCEL for data analysis.
• Mentored Business Analysts off shore by creating the Training Manual.
• Management of both on - shore and off-shore testing teams, and acting liaison between IT and Ops.
• In-depth knowledge of all UAT related functions, including testing preparation and allocation, defect management, and closing.

TECHNICAL SKILLS

Financial Products & Functions: Dodd Frank Section 165 IHC CCAR Reporting, Volcker, Product Taxonomy and Basel III, SEF Derivatives Regulatory Reporting, Market Risk, Counterparty Risk, Operational Risk Syndicate Loans, Equity, Fixed Income, Wealth Management and Structured Products.

Systems and Vendors: Bloomberg, Reuters, Interactive Data/DTCC, ESM (Java based platform), Asset Control, Risk Reporting tools and Global Wealth Management Platform.

MS Office: Word, Excel, PowerPoint, Outlook, Project, Access.

Business Rules Platform: PegaRULES

Data Modelling tool: MS VISIO,SQL Server.

Database Systems: Oracle, SQL Server 2008 Management Studio, ftp and PuTTY.

Test Tracking Tools: HP Quality Center v11.52.

Project Mgmt Reporting Tools: HP PPM GEN JIRA, Share Point. Business Objects XI, Crystal Reports

Business Documentation: Project Initiation Document (PID), Business Requirement Document(BRD), Functional Specification document(FSD), User Story, RAID log, Traceability Matrix, GUI requirements, Unified Modelling Language (UML), Use Cases, UAT Test Plan, UAT Test Script, AMM (Attribute Mapping), Data Dictionary, BAU Impact Documentation, Use Cases, Operational Workflow Requirements and Process Flows.

PROFESSIONAL EXPERIENCE

Confidential, Whippany, New Jersey

Senior Business Analyst

Responsibilities:

• Managing initiatives through various stages of the project life cycle, working with requestors and downstream consumers to access impact and establish tangible benefits, compiling and maintaining a project plan, leading stakeholder discussions.
• Maintaining the RAID log for prioritization of product scope.
• Gathering data, system and support requirements from various business sectors, documenting BRDs, FSD’s, Use Cases and coordinating UAT.
• Creating the Requirement Traceability Matrix to ensure 100% test coverage.
• Maintaining Business Documentation on MS Share point to record any changes.
• Creating User stories on Genjira as Product Owner and drive the requirements and deliberate it to the development and testing teams.
• Working on the project related to Regulatory data requirements for Dodd Frank Section 165 IHC CCAR Reporting.
• This involved doing the data analysis for the CCAR Analytics, CCAR Scenario Analysis (SMT Tool) and CCAR Risk Reporting Aggregation.
• Initiated the gap analysis
• Created the standardized data mappings to support Stress Scenario scoping by Asset class and categorization and mapping Risk Factors and standardized reporting requirements defined in FR Y-14 A, FR Y-14 Q securities.
• Preparing the BRD, User Stories and FSD’s for the data elements required to meet the requirements of CCAR and DFAST.
• Coordinating the UAT end to end for data integration and provided support for successful production roll out.
• Worked on the Volcker Project along with the Compliance team to source the Volcker eligible product data from the external vendor. Created the Product Scope, RAID Log, BRD and FSD for sourcing of data and define the mapping to mark the Volcker eligible products.
• Coordinated UAT testing for the Audit Trial for the ‘Covered Funds’ as part of Volcker Rule with the Compliance Technology team and the Front Office systems.
• Assisted the Legal team to prepare the decision tree to categorize the Legal Entity eligible for the Volcker Rule.
• Worked on the sourcing of Internal Ratings data from the Credit Risk systems as part of Basel III requirements. This involved creating the BRD, FSD, data Mapping and data dictionary.
• Involved in the data migration of Credit Default Swaps asset class to the Strategic security master system for Derivatives regulatory reporting. This involved data mapping of the CDS attributes from the legacy to the strategic system to facilitate SEF (Swap Execution Facility) Real Time Reporting and Primary Economic Reporting to Swap Repository Facility (SRF) and GTR (Global Trust Repository).
• Created the Entity relationship diagram to show the sourcing of Syndicate loans data from Vendor to the Static data source data base.
• Coordinating with Operations and IT to migrate applications onto new central data platforms, facilitating STP and the de-duplication of static data.
• Managing and leading User Acceptance testing by creating the UAT Test Plan documents, creating UAT test cases, coordinating UAT testing with the Business Users in on shore and off shore team and obtaining UAT sign off.
• Creating and supporting the production checkout and address any business issues.
• Analyzing and documenting changes to processes, and providing regular status reports to stakeholders and senior management.
• Performing Data Quality functions by analyzing static data from external vendors and information gathered through SQL database (MS SQL Server) queries.
• Multitasking effectively with minimal supervision, on schedule with projects, and consistently meeting deadlines.

Confidential, Jersey City, New Jersey

Senior Business Analyst

Responsibilities:

• Managing the discussion with the key stakeholders from Market Risk, Operational Risk and Counterparty Risk business team to gather requirements.
• Working on the operational flow document for the business process management tool for counterparty approval workflow.
• Creating Data Structures for Risk Reporting tools and presented data structures to the providers for a sign off.
• Creating functional specification document for the Risk Management Reporting dash board by specifying the GUI requirements.
• Responsible for Coordinating discussions with Operations and Developers on mutually accepted solution.
• Developing and maintaining all system flows using Visio.
• Extracting data from Eagle database for analysis of Counterparty risk data.

Confidential, Philadelphia, Pennsylvania

Business Analyst

Responsibilities:

• Conducting workshops for the wealth management platform with the business users based in UK and US.
• Creating the cross functional flowcharts.
• Involve in the attribute mapping for new instruments getting added to the platform.
• Coordinating with the DWH team for the formulation of client reports from Business Objects.
• Review test cases prepared by QA for System Integration testing and Regression testing.
• Creating User Acceptance test cases for Tax Lot accounting and coordinate testing with the business users.
• Maintaining Documents for Change Request and implemented procedure for testing changes.

Confidential

Technical Specialist

Responsibilities:

• Understanding the business requirements and gathering all related information from Business related resources.
• Involved in laying out the business requirement document and functional specification document.
• Created flow charts to show the system interaction.
• Created a prototype to show the system behavior with help of HTML.
• Communicate with the development team during the different stages of SDLC Cycle.
• Provided technical and procedural support for UAT
• Creating User Acceptance test cases and coordinate testing with the business users.
• Providing production support for a seamless data migration from Legacy system to CSW.
• Developing Global Metrics for Fixed Income Department by highlighting technical issues faced during migration to the trading and sales middle office.