SUMMARY

• Business Analyst with demonstrated success in full - lifecycle implementations, conversion.
• Broad experience in Business Process Re-engineering, Hi-Level Migration and Project Management for IT and financial industry, including Functional System Development, Testing and Training by means of RUP and SDLC methodology.
• Experienced JAD/RAD Facilitator and Meetings Coordinator with excellent inter-personal and conflict resolving skills. Expert in formulating Business Requirement Documents, Use cases, Test Cases, and UML Diagrams.
• Expert in Gap Analysis, Root Cause Analysis, Feasibility studies, and Risk Assessment studies.
• Proficient in streamlining Business processes by recognizing and avoiding bottlenecks, thereby reducing Cycle time and improving system efficiency for better cost benefit analysis of the system.
• Exceptional communicator with strong organizational and planning skills. Work well under pressure and am results-oriented, self-motivating and versatile in problem solving. Proven track record of achievement amidst tremendous organizational and technological transformation.
• Versatile, creative, goal-oriented individual who has a strong commitment to developing and nurturing relationships with clients and fellow employees.
• Business Skills: Well developed presentation skills, Customer Focus, Leadership, Learning on the fly, Organizing, Problem Solving, Negotiation, Self-confidence, and Team Player.
• In Depth Knowledge of global financial exchanges and instrument which includes various variable and fixed income assets, exchange traded derivatives, portfolio management, wealth management and adroit major in finance concepts

TECHNICAL SKILLS

RDBMS: MS SQL Server, Oracle.

Operating Systems: Windows 95, 98, 2000, Windows XP, UNIX, Linux, MS-DOS.

Software: Rational Suite - Rational Unified Process, Rational Rose, Rational RequsitePro, Rational ClearQuest, Visio Professional, UML, Cognos Reporting tool, MS Project, MS Office - Excel, Access, Power Point, Word, Project, Outlook, MS Front Page, SQL Plus, Microsoft Visual Studio, e.Room

Financial Software: .ACER, FMT, Odin, Fact Set, Compustat, Rolf & Nolan, Swiskey Clearing/Execution (UBS), GMI, NYMEX Clear-Port TMS, ICE PTMS, Clear Vision, Globe, OCC, Webammo, Crystal Ball, Cognos, BNY Instruction Capture, BNY Mainframe services, SWIFT, AMIN Wire, FedWire, CPI, Expedite, NetX360, DALI, PMP in house training

Languages: HTML, DHTML, JavaScript, C, C++, VB, XML, SQL.

PROFESSIONAL EXPERIENCE

Confidential, NY

Business Analyst

Responsibilities:

• Work for the PMO (Project Management Officer) as a Business Analyst/PMO acting as a liaison between Business, technology, visual design, UAT and System integration groups.
• Involve in preparing and maintaining Project Plan for Montana Project and represent Back Office Ops in Daily PMO Meetings and Status Update Calls.
• Working with Citi Billing department to document/enhance the Future State process with Pershing.
• Actively Managing Business Integration and Change Control Board (CCB) share Point
• Prepare, Own and Maintain Risk, Issues, Action, and Decision Tracking for Back Office Operations for PMO Reporting. Actively involved in tracking the issues and following up to close the same.
• Solely responsible for Gathering Citi’s Back Office Ops Key Business Requirements (KBR), preparing BRD using KBRs.
• Perform Side by Side review for Pershing Back Office Operation Processes vs. Citi’s Processes and Documents; analyze any major Gaps and Issues between two business entities; work to resolve open issues and track for Client Communication Documents
• Actively involve in preparing End-to-End Process flow and Procedure Documents and mapping it to other work streams.
• Organize and Facilitate meetings with Top Management, SME, Technology Leads, IT Project Managers, UAT Teams and Business Analyst. Prepare Meeting Agenda and distribute to attendees prior to meetings and Record and Reflect meeting minutes post meetings.
• Involve in preparing Change Requests and tracking till approval/implement for any post BRD signoff changes.
• Involve in facilitating COB(Continuity of Business) Testing for Back Office Operations Offshore Projects, Conducting meetings and gathering Test Results
• Prepare/Execute UAT Scenarios/Scripts and Track the defects till resolution. Arrange UAT Access, Entitlements and Pre-UAT Trainings for User.
• Involve with Client Reporting, Tax Reporting, Foreign Intermediary, Corporate Action, Insurance and Registration licensing, Executive Financial Services (EFS), Account Opening and FA Compensation groups to gather new Requirements and mapping Future State Flow, and to help Performing Testing including Track/Report the overall Status Report to PMO.

Environment: UML, MS Visio, MS Office Tools, MS Project, FCI, GMI, CPI, WebAmmo, NetX360, Broadridge Proxy Edge, CitiLinx, SBlinx

Confidential, New York, NY

Operation Business Analyst

Responsibilities:

• Perform Gap Analysis by identifying existing technologies, documenting the enhancements to meet the end state requirements. Conduct Workflow, Process Diagram and Gap Analyses to derive requirements for existing systems enhancements.
• Gathering business requirements and prepare Business Use cases for system enhancement and
• Gathering requirements for creating Reports such as Cash Reconciliation Report, single Sided Entries, Data Management Report using WebAmmo for reporting, auditing and compliance purposes during final phase of migration.
• Assist with User Testing of Systems (UAT), developing and maintaining quality procedures and ensuring that appropriate documentation is in place.
• Actively involved during SDLC for migration and Post implementation support.
• Organize, facilitate, record and reflect Joint Application Development sessions with the Business and Technology groups of the project. Prepare and send session agenda prior to session and record and reflect session minutes to attendees.
• Organize status update meetings and presentations with project updates to Operation Heads.
• Communicate closely with QA and UAT for pre migration testing.
• Involve in post migration support such as training, users and security provision for GMI.
• Involve in static data Analysis and Management conversion from CPI to GMI. Static data includes old client accounts transfer, new accounts opening in GMI, daily and monthly statements, Tax instruction, and processing special client request, New Security set-up and CUSIP set-ups.
• Actively involved in preparing and reviewing GAP analysis between legacy reporting and settlement systems vs. new system.
• Analyze Data verses CPI month-end journal entries and GMI end of the month balance.
• Analyze various report using Web-ammo, GMI, BONY Inform.

Environment: UML, MS Visio, MS Office Tools, MS Project, Oracle, RUP, GMI, CPI, WebAmmo

Operation Business Analyst

Responsibilities:

• Actively involved during whole SDLC starting from Inception Phase to deployment phase and Post implementation support.
• Conducted user interviews with operational staff, gathered requirements, analyzed and documented requirements using Requisite pro RUP.
• Functioned as the primary liaison between the business line, operations, and the technical areas throughout the project cycle and maintained project documentation on share point.
• Organized, facilitated, recorded and reflected meetings to do usecase Reviews with Technology and Business groups and assist Technical managers in usecase realization.
• Organizing frequent meetings with Information Architects to communicate requirements and identify Gaps, Risk and Issue Management using Rational Clear Quest.
• Used MS Visio to carry out the Business Modeling, Data Modeling (ER Diagrams) and Object Modeling (Use Case) to develop the business architecture for rapid and controlled application development.
• Report PM and interact heavily with the technical team and product/design team to plan iterations and releases.
• Performed Data Analysis at end of every faces.
• Perform User Acceptance Testing and Regression Testing before roll out.
• Also involved in post migration support such as preparing User Manuals, training GMI users and their security provision.
• Involved in UBS small system enhancement projects such as Clear-Vision Upgrade, Automatic trade feeding in to GMI, Swisskey Clearing and Execution Upgrade etc.
• Actively involved in preparing and reviewing documentation during UBS outsource back office operation project.

Environment: UML, MS Visio, MS Office Tools, MS Project, RUP, Oracle, GMI, Rolf and Nolan, Clear Vision, Clear Port, Mind-align, Rational tools

Confidential, Iselin, NJ

Trainee Business Analyst

Responsibilities:

• Attended training modules for Business Analysis, Data Analysis, Requirement Gathering, and Business Process Modeling.
• Worked with in-house team to help and create Business Use Cases, Test Cases and helped preparing Business Requirement Documents.
• Identified the existing system flaws and also the future enhancements of the product for their business.
• Performed UAT, Issue Identification and regression testing.

Environment: UML, RUP, UAT, Requisite Pro, Excel, Word, PowerPointUniversity of Newhaven, West Haven, CT Sep 2006- Mar 2007

Confidential

Business Analyst

Responsibilities:

• Prepared business documentation.
• Providing an Admin module for adding corporate events to be dynamically hosted on the site.
• Enhanced greeting system using internal database in “Dairy”.
• Prepared KYC documentation and maintain client inquiries and registration in company’s database.
• Handled HNI investor’s queries and system issues regarding trade execution, margin positions, terminal setups, code distributions, ID allocations and Daily and Monthly Statements.
• Confirmed and maintained the end of the day accounts and margin position
• Conducted Business User Meetings.

Confidential

Business Analyst/CRM

Responsibilities:

• Licensed under the Insurance Regulation Development Act.
• Trained and managed team of financial advisors
• Gathered Business Requirements from SME and Business Users.
• Prepared Use Cases and Business Documentation based on requirements.
• Primary point of contact for Users special requests.
• Prepared the registration form and validating it such that a user registers safely.
• Managed User inquiries and allocated between financial advisors.
• Maintained training schedules in database and arranged trainings.
• Involved in automation of underwriting process for Policy renewal and claims.
• Involved in Checked documentation for underwriting departments before client on board