Twenty years of experience as a Domain Consultant/Lead Business Analyst in Managerial capacity in Securities operations, Project/Product Management in securities and capital markets domain. Highly organized and a creative thinker, who can synthesize complex ideas and communicate them clearly to a variety of stakeholder groups.
Expertise: Led complex business analysis for IT systems in the areas of Partnership Accounting, Investment Outsourcing Services Platform, Securities lending, Credit Risk Management, Trading and Settlement Systems as a senior business analyst, project manager and functional architect. Worked on client onboarding, data migration projects as well as products such as Confidential Investran and Front Arena.
Domains: Capital Markets, Wealth Management, Private Equity, Fund accounting, Global Equity Finance, Investment Management, Trading, Risk, Compliance, Cash & Liquidity, Run the Bank, Change the Bank
Products and Asset Classes: Excellent understanding of Markets and Instruments Equity, fixed income, Exchange - traded derivatives, bonds, futures, options, equity and credit derivatives.
Keen observer of technology in the Banking and Capital Markets space, currently acquiring knowledge on cloud infrastructure such as Service Oriented architecture, SOAP & REST based web services, SSRS and OpenShift
Certified Product Owner as well as ScrumMaster® from SCRUM ALLIANCE®. Hands on experience in writing user stories for development & SQL queries for analysis and problem solving.
Confidential, Washington, DC
Sr Business Analyst/Project Manager
Working closely with the development, QA team & other stakeholders to gather requirements, develop solutions and test strategies around key features & integration of various applications with FIS Core Banking Platform
Managing 15 plus applications, the role involves writing user stories, participation in backlog grooming/prioritization, planning, & Co-ordination for CUT & UAT.
Responsible for arranging demos, Release planning and co-ordination with release management team, agile metric reporting and production support.
Ensuring that all agile-related processes and standards are being adhered to within the team, continually improve the processes, working with Agile Community of Practice to share ideas.
Confidential, Washington, DC
As a principal consultant, liaised with Partnership Accounting, Equity Management and Tax departments to enable and streamline accounting processes. Participated in finance process and system improvement initiatives primarily focused on the Investran platform but also be involved with Salesforce, PeopleSoft Financials, and Appian BPM technologies.
Worked closely with the development and QA teams to provide requirements, develop solutions and fix issues around key reports such as capital account statements, fund financial statements, ILPA fees and expenses, carry waterfalls, and fund tax PBCs among others.
Was responsible for leading change management to ensure success of business process and technology improvement initiatives. Additionally, provided support to various accounting teams during financial quarter close as needed.
Defined detailed requirements, developed test strategy and delivered reports and custom solutions to the end users.
Provided support to Tax, Partnership Accounting and Equity Management leadership as needed and helped improve user experience by reorganizing processes and configuring the system more efficiently.
Confidential, Mclean VA
Test Lead/Project Manager Common Securitization Platform
Integration planning and execution of around 10 projects as part of Single Security and Common Securitization program, involving multiple vendors.
Collaborate with business for requirements and liaise with IT teams to ensure better customer experience.
Lead agile deliveries as a Product Owner for a business-critical project, handling E2E responsibility.
Coordinate and track program progress and - Efforts and schedule tracking and corrective actions.
Status reporting - Prepare and submit reports to stakeholders on project performance, risks and achievements.
Identify areas where efficiencies can be gained by using automation tools or data management tools and processes.
Planning and managing the development and QA activities.
Assist project teams in their execution by providing guidance, support and driving best practices.
Ensure project teams meet the standards defined in the testing life cycle.
Confidential, Boston MA
Lead Business Systems Analyst/Project Manager
Strategizing and capturing business case / business requirements, system analysis, project management of Software Programming Requests for enhancement and support of new processes. Managing multiple projects simultaneously across clients to provide message solutions offering different work flows - Trades Processing /Cash/CA/FX and Fund Orders that streamline operations, and data transmission across multiple counterparties.
Supporting development, Monitoring progress, carrying out system testing. Supporting QA team and business team for UAT. Tracking completion of client testing, sign off and production release.
Writing User stories for development & participation in daily stand up calls to help the developers in resolving queries on requirements. Document project implementation steps and delivery milestones as per check list
Confidential, Boston, MA
Sr. Business / Data Analyst
Worked on the ESP Core 2.0 Enhancements that includes Look Through (Index Based Future, Mutual Fund), Blended Benchmark & Composite Credit Rating. ESP is complete data management solution which provides a middle and back office solution to Confidential clients.
As a part of onboarding large clients (Ex VFMC, Australia) created stories for Standard Extracts, Inbound feed / Outbound Extracts & Interactive Views and Reports & participated in agile SDLC processes such as sprint planning, daily stand up & retrospective meetings.
Functional QA Manager
Managed a team of functional analysts which was responsible for quality assurance of various Front Arena components that are developed in Stockholm and Pune using Agile Software Development Methodology.
Involved in testing and performing numerous upgrades as dictated by the exchanges and diagnosing and repairing any problems.