Profile

• Senior Business / Systems Analyst/ Subject Matter Expert with over 9 years of professional experience in Banking Capital Markets and with the blend of domain, process and technical skills.
• Master of Science in Information Technology MSc. IT and Master in Business Administration with Management Information Systems MBA-MIS ongoing with strong technical, business acumen, communication, problem solving and independent thinking skills.
• Dedicated, diligent, well organized, and efficient consistently produce results above client and employer expectation.

Business Analysis and Project Management Experiences

• Business Analysis experience includes conducting JAD sessions, requirements gathering, documentation BRD and FSD , diagramming data and process mapping, compiling detailed project plans, and developing test plans and test case scenarios.
• Project management experience involves delegating responsibilities, budgeting, designing time schedules and work breakdown structures WBS , preparing weekly status reports for management, communicating and presenting the reports, and resolving issues and conflicts.
• Liaised among client system technology teams and business unit teams in Equity, FX, Derivatives and Swaps, Investment Management, Risk Management, Mortgage, Treasury, Financial Controllers, Money Market securities and Fixed Income Bonds, Caps and Floors, MBS, ABS, CDO, CMO, and CLO .
• Good understanding of financial protocols such as SWIFT MT MX series , FIX and FpML.
• Knowledge of Risk Measurement and Analysis financial regulatory compliances like Dodd Frank and Basel II / III.
• Considerable knowledge in the analysis, design, and Re-Engineering of system applications and business processes using RUP and Agile SDLC Methodologies.
• Expertise in Data Analysis Mining Tools such as SQL Queries, MS Access, Excel, Visual Basic and many others.
• Experienced in development and practical application of ETL Methodology, Database Data Mapping Business Logic Design Analysis
• Experience in decision making analysis such as cost-benefit analysis, return on investment, risk assessment, SWOT analysis and generating report using CRM tools..
• Proven ability to interface and coordinate with cross functional teams and cultures, analyze existing systems, wants and needs, design and implement database solutions
• Defined Enterprise Reporting Strategy that enables an end-to-end approach for gathering reporting requirements, report design and creation, user adoption and training, security, distribution, and presentation.
• Excellent use case and functional requirement writing skills, UML, data modeling and creating user interface documentation.
• Developed Test Cases from Use Cases, reviewing Test Plans to ensure Use Cases accurately reflect Functional and User Interface testing Manual and Automation Testing using Quick Test Professional QTP and Quality Center
• Experience with Data Mapping and Data Migration and a good understanding of SCM.
• Expertise in analyzing business' requirements and suggesting solutions if they are not up to the mark.
• Conducted Functional Walkthroughs, User Acceptance Testing UAT sessions, and assisted the development of User Manuals for customers.
• Experience in writing SQL queries, Stored Procedures, Triggers, Views and optimizing the queries in MS SQL Server, Oracle and Teradata.

Technical and Soft Skills

Professional Experience

Confidential

Business and Planning Analyst III

• Security Inventory and Collateral Management System
• Help develop a Security Inventory management system and define processes for real-time inventory management with respect to open, on-loan, pledged and encumbered positions. The system helped Investment Managers to book trades in automated mode by looking at the available open security positions and most economic borrowing rate quoted by brokers.
• Help build or replace the existing Collateral Management System that automates the process of identifying deposits that need to be collateralized, communicates the collateral requirements to the Treasury group, and receives the input of the collateral allocated by the Treasury group. This solution was able to interface with their other systems and gather data and information to eliminate errors and provide a quick and prompt method for our client to ensure service for its customers. Defined business requirements for the System to support Multi-Currency cash investments, calculate Interest Bearings and forecast cash positions. The system was designed per Investment Managers unique cash investment needs and provides customization in the reporting. This included analyzing the online data store, the source margin, collateral and risk systems. Additionally, I reviewed future state functionality and compared it to the in-house, and vendor collateral system. The products included fixed income, global repo, equities, derivatives, f/x, prime brokerage, equity finance and cross product margining/netting.

Responsibilities:

• Communicated with both technical and business subject matter experts for business requirements and data gathering.
• Monitored all collateral positions on commercial loans, repos, private banking and margin financing deals, and worked closely with the front office to insure proper collateralization.
• Support Investment Banking, Treasury Security Services and report products like Derivatives, Foreign Exchange FX , and Repurchase Agreements Treasury account balances.
• Defined and helped develop data connectivity and processing between different custodians and clearing houses using the SWIFT and FIX instruction transmissions.
• Analyze risks such as total risk common market and industry and selection risk associated with instruments in various markets.
• Worked with Corporate Relations and Business Development to document high-level requirements for a Customer Relationship Management prototype using Microsoft Dynamics CRM.
• Conducted GAP Analysis to identify key areas of concern and addressed them with the Business team.
• Prepared Requirements Traceability Matrix RTM and tracked requirements status throughout the project
• Developed and maintained the artifact tracker using MS Project making sure all the deliverables were on time.
• Got the requirements from the Business User to enhance this SharePoint site for better usage and make it as user friendly as possible
• Documented the AS-IS and TO-BE processes and facilitated and documented daily SDLC Scrum meetings.
• Modeled and mapped data to accurately reflect business model prepared data flow diagrams of any data flows from Legacy systems into the Application database Tables including checkpoints for testing and verification.
• Created and maintained PMO artifacts including an executive program financial dashboard report.
• Implemented the entire AGILE methodology of application development with its various workflows and activities.
• Contributed ideas towards building the company's core business and marketing plan implemented them into the business and functional requirements BRD FSD of the platform.
• Developed use case/activity flow/sequence diagrams created wireframes/screenshots for the application, using MS Visio.
• Developed detailed Entity Relationship Diagrams ERDs Data Flow Diagrams DFDs using ERWIN to develop databases based on the system model.
• Followed the UML methodology to Create UML Diagrams including Use Cases Diagrams, Activity Diagrams
• Trained Customer Support staff User Training and updated them about the latest features.
• Manage testing efforts for both System Integration Testing and User Acceptance Testing including the development of test plans, test cases and test scripts.
• Ensure projects follow processes and meeting Information Security policy requirements.
• Facilitated and Managed JAD sessions with Business Directors, IT Directors, Business IT Project managers, Developers and Testing Teams and other SMEs to produce relevant artifacts such as process flow charts, user requirements, user guides, release notes.
• Assisted the business team to finalize on the build vs buy decision for the inventory management system.
• Used SQL queries to extract data from different databases including testing and production for data validation and data analysis.
• Participated in testing software by conducting User Acceptance Testing UAT .
• Conducted QC Quality Center training sessions for the Business Users.

Environment: Rational Requisite Pro, SQL, Erwin, Quality Center, Mainframe Unix Aix , MS-Visio, MS Project, Microsoft Dynamics CRM, SharePoint 2010

Confidential

Business Systems Analyst

• Customer Support, Implementation Services, Application Development and Quality Assurance for the company's Loan Origination System Mortgage
• An online mortgage application processing system that allows a mortgage originator to upload mortgage loan application data and then have the loan application processed through registration of the loan, underwriting, locking the loan rate and ultimately to the transfer of funds and completion of the preparation and assembly of the documentation for loan closing, via a secure web site. The originator can use the web site to track multiple loan applications and efficiently control their processing and, because the web site permits communication between the loan application originator and the lender, permits issues that develop during processing to be quickly and effectively addressed. The system uses an electronic file to maintain a consistent set of loan application data for both the originator and lender to use in processing the loan and facilitates the incorporation of paper copies of documents into the electronic file where they can be inspected.

Responsibilities:

• Maintained the organizational hierarchy for loan routing and worked as a liaison between the business and vendors to administer loan volume and product routing changes for an enterprise-wide loan origination system.
• Responsible for testing and ensuring underwriting and compliance needs are met while interacting with other departments and users to enhance client experience and satisfy government regulations.
• Implemented project using the Rational Unified Process RUP SDLC methodology to produce artifacts for different phases in the project.
• Application security administration and end user support for the Lending division utilizing the loan origination system and web-based tools.
• Prepared Requirements Traceability Matrix RTM and tracked requirements status throughout the project
• Develop Sharepoint workflows and logic, to automate processes that occur outside of Trackwise.
• Provide vendors with user and workstation codes for software releases.
• Manage systems administration project for loan origination deployments.
• Partner with internal and external customers to define requirements, and write system and process documentation.
• Provide training for team members and transitional employees on processes and procedures in a dynamic environment.
• Facilitated and Managed JAD sessions with Business Directors, IT Directors, Business IT Project managers, Developers and Testing Teams and other SMEs
• Followed the UML methodology to Create UML Diagrams including Use Cases Diagrams, Activity Diagrams
• Facilitated meetings with developers, system analyst and testers to collaborate resource allocation and project completion using MS Project.
• Performed data analysis using SQL queries in TOAD, Written advanced SQL queries to test the database backend.
• Act as the Lending systems subject matter expert SME for management and system users.
• Develop and manage enhancements to department database using SQL tables and Access.
• Support the helpdesk to research and resolve systems related issues.
• Utilized Remedy, Change Management, and Technology Incident Management and or Mercury Quality Center for system enhancements, software patched or application upgrades.
• Create databases, reports, forms and macros using MS Access as well as perform research and data analysis to required specifications
• Data Mining, Data Analyst, Queering Data, Importing Data, Exporting Data,
• Conducted annual SOX user access review and process remediation which resulted in successful findings to comply with regulatory requirements Sarbanes Oxley and Gramm-Leach-Bliley Act .
• Performed user acceptance testing UAT on new mortgage loan fulfillment system.
• Created reports according to the requirements using Business Objects Crystal Reports.

Environment: Rational Rose, Rational Requisite Pro, J2EE, JSP, T-SQL, IBM DB2, MS Office suite, MS Project, Quality Center, SharePoint 2007, Crystal Reports, Trackwise, Citrix