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Sr.business Analyst Resume

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Charlotte, NC

SUMMARY

  • 8+ years of proven excellence as Business Analyst in banking and finance domains with expertise in eliciting business requirements and translating them into various Business requirement documents (BRD), Functional requirement documents (FRD).
  • Collaborated & coordinated with key Business Stakeholders to gather and analyze business requirements and proposed solutions to automate the process by performing gap analysis.
  • Demonstrated skills ininterviewing business units, stakeholders and technical leaders to gather and clarify business requirements, guide Development & QA teams to resolve questions on the requirements and the intentions and business purpose underlying them.
  • Experienced in collaborating with business, marketing, technical and design teams to develop requirements, prioritize enhancements, translate into Business Requirement Documents BRDs and Functional Requirement Documents FRDs and drive projects to completion
  • Focus onElicitation, analyzing and prioritization of each sprint in product backlogaccording to end user perspective & designUser Storieswith design perspective.
  • Ivolved inValidate and verify the functionalityof requirement based on business needs, lead & manage the team inSmoke Testing, Regression Testing.
  • Industry domain experience in Financial Budgeting, Insurance, Mortgage, Risk Management, Disaster Recovery, Loan Pricing.
  • Experienced in SDLC methodology for Agile Scrum and traditional Waterfall. Well versed with Agile ceremonies and Agile tools (JIRA).
  • Worked extensively with SME's including heads in areas of fixed income derivatives, options, foreign exchange (FX), futures and risk managers in understanding, extracting, refining and documenting the User and Business Requirement Specifications in the BRDs.
  • As a Business Analystin BI & Analytics Project, involved in Data analysis, designing Dashboard & Reports as Functional & Technical design documentand assisted technical team for any Business requirement clarification.
  • Strong exposure in store and process credit card / Debit Card accounts and process transactions (Visa, MasterCard, American Express, Europay, private label transactions).
  • Experience working in SAP finance domain for pre - sales and project teams.
  • Worked on SAP Vistex for pricing procedures and sales order creation.
  • Having strong domain knowledge in application catering to banking/Credit cards / mortgage business. Familiar with the full life cycle of credit cards applications for different banking systems. Have strong knowledge in the following phases of credit cards life cycle.
  • Strong knowledge in products like savings account, checking account, money market, Time deposits, Certificate of deposit (CDs), KYC (Know Your Customer), AML (Anti money laundering), ATM, loans, credit, mortgage, asset & liability products, cash management, ForeignExchange Internet baking, wire transfers (EFT, ACH, payments) and SWIFT.
  • Involved in Performing extensive walk-through on SAM (Sovereign Account Maintenance) and FiServ (Third Party application for Personal and Business Account Opening and Maintenance)
  • Experience in Competitive Analysis, Data Analysis, Gap Analysis and understanding of ROI Analysis, P&L Analysis, SWOT Analysis, Impact Analysis and Cost - Benefit Analysis.
  • Experience in various programming languages SQL, XML and operating hardware and software applications including TOAD, Crystal Reports, Oracle Discoverer, Query Analyzer and SQL Navigator.
  • Experienced in documenting REST API request and response files; strong understanding ofXMLandJSON.
  • Worked withCRM Tools such as SalesForcein optimizing, updating and monitoring customer data and creating reports and dashbards for sale services.
  • Strong experience in conducting User Acceptance Testing UAT and documentation of Test Cases. Expertise in designing and developing Test Plans and Test Scripts.
  • Proven success as a business analyst through the years, providing a well-balanced understanding of business relationships, business requirements, and technical solutions.
  • Professional experience in business analysis, operations management and development, design, documentation and testing.
  • Highly experienced in Designing process modelling (UML) using Use Cases, Sequence Diagrams, Collaboration diagrams, Activity Diagrams, Class Diagrams and Data Modelling.
  • Experienced with ETL Informatica Power Center and other ETL tools such as data stage and creating Database objects (Tables, Views, Stored Procedures, and Triggers etc.).
  • Expertise in translating Business needs into end-user reports with Business Intelligence Tools likeTableau, Power BI.
  • Expertise in broad range of technologies, including business process tools such as Microsoft Project, Primavera, Promodel, MS Excel, MS Access, MS Visio, technical assessment tools, Data Warehousing concepts and web design and development.
  • Real-time experience in conducting User Acceptance Testing (UAT), documenting Test Cases and general QA by working with the development and testing team during the prior launch phase.
  • Demonstrated ability to identify root causes of problems, consider both the long and short-term impact of proposed solutions and develop workable solutions. Ability to manage Multiple project tasks with changing priorities and tight deadlines. Ability to work well in a team. Open to Team related tasks, team meetings, team interaction and conference calls.
  • Demonstrated ability to work well with a wide variety of people at various levels, foster cooperation and collaboration among individuals in the work unit, help team resolve conflicts constructively and ability and willingness to communicate when help is needed. A Self starter with a positive attitude, willingness to learn new concepts and acceptance of challenges.

PROFESSIONAL EXPERIENCE

Sr.Business Analyst

Confidential - Charlotte, NC

Responsibilities:

  • Met with stakeholders and users to review / manage expectations and identify opportunities to improve ROI.
  • Initiated business directives to standardize asset classification across wealth management practice to ensure consistency across capital market assumptions strategy, asset reporting, compliance, and sales functions.
  • Authored Business Requirements Document BRD with project teams. Extracted, discussed, and refined business requirements from business users and SME’s.
  • Liaison with business users and IT for Business Requirement Document (BRD) and Business Functional Specifications (BFS) integration and conversion project execution.
  • Involved in documenting Visio work flow diagrams of current and future US Tax provisioning processesthat were impacted by the US Tax Automation project.
  • Worked on SAP RFPs, conducted discussions with clients to identify scope in finance, created detailed requirement list, developed templates and frameworks for effort estimation, created high level design and project plan, presented proposed solution to client by presentations and demos.
  • Helped the sales team in managing agreement profiles. Maintain the pricing agreements of the customers in VISTEX which flow at the time of sales order creation.
  • Worked on VISTEX and involved redesigningHelped the sales team in managing agreement profiles. Maintain the pricing agreements of the customers in VISTEX which flow at the time of sales order creation.
  • Performed additional tasks as assigned, improving the effective administration of the AML and KYC Policies.
  • Prepared Use cases and Activity flow diagrams and Work flow diagrams with MS VISIO.
  • Recreated the existing reports when the loans were moved from Fiserv to Real Servicing Platform. Involved in working on the requirements from scratch and coding for the reports when the loans were migrated.
  • Performed extensive Data Mapping, Clean-up and Conversion between SAM and Fiserv Host Applications in light of SovSelling perspective.
  • Involved in the developement of a consistent reporting system cash flow, P&L and balance sheets.
  • Analyzed requirements & recommend strategic initiatives for OTC derivatives protocols and practices around DTCC, CDS, SWIFT for treasury and asset management documentation.
  • Handled change request and change management and project management using Clarity Project.
  • Involved in the development of Business rules for the equity trading system based on technical chart analysis and fundamental analysis and trends.
  • Worked with SMEs to understand various assets and security classes, exchange traded derivatives (such as futures, options on futures, equity options and index options), OTC derivatives (such as interest rate swaps, swaptions, credit default swaps and total return swaps) and portfolio allocation and management Knowledge of STP and SWIFT messages.
  • Involved in implementing Salesforce Projectfor both Sales Cloud & Service Cloud for various Banking Clients which involved Elicitation of Salesforce requirement, design User Story for various Salesforce functionality, customization of roles, profiles, permission sets, sharing rules, designing Wireframes for page layout & UI.
  • Involved in creating Dashboard & Reports for sales services using Salesforce application & help business for correcting the areas that needs attention for the Bank Service case management Project.
  • Involved in Integrating ServiceNow and other applications using REST and SOAP API, for real time monitoring and data migration to eliminate manual maintenance.
  • Resolved issues with check printing, Crystal Reports, positive payment and Accounts Payable voucher matching functionality. Bring outsourced Oracle E-Business Suite support in-house, improve business processes.
  • Moreover, I also authored functional requirements documents FRD by interacting with development team for improving client’s legacy system.
  • Conducted status report meetings with the business and the IT team on a weekly basis, as the most important aspect of the project was Data Mapping.
  • Assisted project managers with the development of project schedules. Developed requirements and preliminary design for client applications. Performed analysis and design projects using a systems development methodology. Worked with all levels of client staff in solution definition.
  • Involved in supporting over the counter (OTC) derivative trade capture and straight through processing (STP).
  • Assisted the development team in preparation of the CRUD Matrix.
  • Prepared graphical depictions of Use Cases, Use Case Diagrams, State Diagrams, Activity Diagrams, Sequence Diagrams, Component Based Diagrams, and Collateral Diagrams and creation of technical design (UI screen) using Sparx.
  • Assisted in performing Data mapping testing in Informatica Data quality at each step of ETL mapping to ensure correct data in flow and outflow.
  • Performed ETL using Informatica to load the data into the data warehouse from disparate sources, designing and deploying various reports through Tableau.
  • Exposed to SQL queries while churning out relevant information from the company's database.
  • Assisted in system and user acceptance testing (UAT), free-trial demos, performed client presentations.
  • Worked on JIRA to create Bug report

Sr. Business Analyst

Confidential -Charlotte, NC

Responsibilities:

  • Responsible for gathering requirements after coordinating with Business users and stakeholders.
  • Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other, resolve issues and come to an agreement quickly.
  • Investigated, researched, analyzed, and assessed AML risks in procedures, processes, and proposed business changes.
  • Involved in development (FISERV to FINANCLE) of a reconciliation system to assist in determining that the system data conversions were complete and accurate. This was accomplished by creating programs to extract the data fields from the FISERV system and systemically verifying that the conversion to the FINANCLE system was accurate.
  • Involved in Business Intelligence reports development efforts by working closely with MicroStrategy, Teradata, and ETL teams.
  • Involved in the Waterfall methodology in all phases of the project
  • Expert in MS Access, MS Excel, MS PowerPoint, MS Word, MS Visio. Spreadsheets, graphs, charts, pivot tables, pivot charts, V-LOOKUP, Macros, advanced Excel and Access functions and formulas.
  • Worked on transformation of team from waterfall to agile environment for iterative and productive process.
  • Gather relevant information, document business rules, conduct in-depth analysis, make recommendations that drive improvements in Reference Data processes, and implement continuous improvement initiatives
  • Strong SQL knowledge for querying the database and proficient in developing Tables, Joins, Data Modelling, Analysis, Verification, Cleansing, Transformation, Integration, Mapping, Extraction, Load Process from multiple Data Sources.
  • Reviewed extensive SQL Queries with complex multi-table joins and nested queries.
  • Involved in reviewing complex SQL queries, views, functions and stored procedures and spotting issues before/during code migration
  • Worked on Electronic Bank Statement (EBS), Positive pay, ACH payments and Wire Transfer, liquidity forecast and configuring and customizing multiple payment methods and automatic clearing.
  • Analyzed/prepared USD high value Fedwire payments to prevent REG W violations
  • Involved in Managing all treasury management products such as Internet Banking, Business Banking, Telephone (VRU) Banking, Mobile Banking, Bill Presentment, ATM/Debit cards, Remote Deposit Capture (RDC), Automated Clearing House (ACH), Positive Pay, Lockbox, Wire Transfers (Fedwire) and Merchant Services
  • Accountable for gathering and documenting Business requirements and converting them into functional specifications.
  • Working knowledge of Equity securities and trading life cycle.
  • Integrated various profitability ratios including Profit margin, Return on Assets, Return on Equity from in house application.
  • Involved in doing coding and modeling using Java, PL/SQL, and Visual Modeler
  • Performed Risk Analysis of the requirements to identify the project critical success factors and prioritize functional requirements.
  • Provide analysis and appropriate communication to help drive strategic decisions towards the new automated liquidity Risk Reporting system (LRI) managing coordination of enhancements to the bank's strategic liquidity management.
  • Involved in designing fund settlement process using Society for Worldwide Interbank Financial Telecommunication (SWIFT) messaging protocol for trade cash settlement with custodian banks.
  • Conducted analysis to improve existing User Interface and design UI prototypes to demonstrate the application UI and its workings.
  • Extensively used Oracle Software Mantas for identifying and preventing any suspicious activities from multiple channels.
  • Assisted in Project Management activities such as creating project plan, tracking open issues, and coordinating cross-functional communications across multiple teams.
  • Conducted walkthroughs with the end users and stakeholders to gather the modification requests from the user to upgrade or change the business specifications for multiple applications.
  • Defining ETL (extract, transform, and load) using SSIS service to configure packets and deploy development standards and conventions.

Sr.Business Analyst

Confidential, Wilmington, DE

Responsibilities:

  • Gathered requirements from business users and analyzed them using Rational RequisitePro.
  • Prepared and analyzed AS IS and TO BE in the existing architecture and performed Gap Analysis.
  • Gathered business requirements through interviews, surveys, and observing from account managers and UI (User Interface) of the existing Brokerage Portal system
  • Implemented the data governance standards, policies, and procedures for the control, protection, consistency and delivery of corporate data and information assets.
  • Gathered Business requirements from Business owners, Subject matter experts and stakeholders from all the regions across the globe.
  • Configured and maintained SAP Vistex Pricing procedures, using condition technique, Condition Types, Access sequences, and condition tables.
  • Gathered and analyzed third party market data requirements for the business and exceled as a liaison between client and vendor negotiations.
  • Involved in creating Dashboard & Reports for sales services using Salesforce application & help business for correcting the areas that needs attention for the Bank Service case management Project.
  • Worked as a Business as required by the CS for multiple Business Process Reviews' and documented all the Artefacts which are being used by business owners, SME's and stakeholders.
  • Involved in creating data governance and privacy policies
  • Defined accountability procedures governing data access, processing, storage, retention, reporting and auditing measuring contract compliance
  • Designed and published visually rich and intuitively interactive Tableau workbooks and dashboards for executive decision making.
  • Ensured that Business, Data Governance and Integration team leads are deeply involved in critical design issues and decisions
  • Involved in the development of data stewardship program establishing metadata registry responsibilities
  • Worked on the implementation of metadata standards, data governance and stewardship, master data management, ETL, ODS, data warehouse, data marts, reporting, dashboard, analytics, segmentation, and predictive modelling
  • Gathering the information about manual sources that are not captured in point of delivery (POD) Mappings.
  • Created the Enterprise Information Group encompassing Business Intelligence Center of Excellence, Data Governance Working Group, Enterprise Data Warehousing and Master Data Management. Provided strategic vision and direction with operational and business leaders for enterprise information initiatives enabling Executives to make information-based decisions
  • Involved in various work streams in different phases of the implementation and directly reported to the stakeholders.
  • Worked on end-to-end development on integration between various systems.
  • Worked on key Middle Office domains (confirmations/settlements, pricing, reconciliation, security master, reference/analytics data, trade operations, performance, attribution, risk data)
  • Worked with portfolio managers to gather all the benchmarks, sectors and ratings requirement from market vendors.
  • Participated in the Global PMO weekly meetings with the stakeholders and reported key issues, risks of the project.
  • Created a global consistent process flow and workflow by working with portfolio managers, Quant teams, Investment Risk teams, Investment accounting team, Trade operations and settlements team, IT and trade support teams.
  • Worked on different testing phases and logged, resolved and documented testing defects, open issues in JIRA by coordinating key Subject matter experts.
  • Worked on decommissioning the existing systems by analyzing and resolving the potential gaps.
  • Created and managed the third-party market data dashboard and tracker which helped the business owners to track the negotiations.
  • Involved in daily scrum meetings with the Agile Project team on key principles of Scaled Agile (SAFe) competencies & practices including team ownership, commitment, effective user stories, agile estimation, and transparency.

Business Analyst

Confidential, Williston, VT

Responsibilities:

  • Review various institutional accounts, retail and correspondent banking accounts
  • Responsible for the appropriate collection and examination of documents to assist in identifying unusual transactions
  • Worked with cross project technical BA teams to design ERS (Enterprise Registration Services) and MDMinterfacedesigns to SYNC UP systems, conversion and survivor rules.
  • GatheredBusinessRequirements, interacted with the stakeholders, developers, Project Manager and facilitated JAD sessions to identifyBusinessProcesses.
  • Reviewed Inbound and outboundInterfaceXML files and manipulated xml files for unit testing on XML Tester.
  • Involved in conductingmarketresearch and analysis inCapitalMarketsconsisting of StockMarketand BondMarket
  • Experience in user requirements gathering, use case design and analysis, Use Case Specification Documents (USD), scenarios,businessprocesses, workflow diagrams, process flows and technical documentation, using Unified Modeling Language (UML) and MS Office Suite.
  • UpdatedBusinessRequirement Document with review comments from stakeholders, contributed to UAT test strategy document, maintained team WBS for weekly report
  • Analyzing the high-quality Liquid assets and cash flows across the portfolio of products -derivatives, deposits, loans, debt securities, equities, stock borrowing/lending, collateral swaps.
  • Responsible for data sourcing, data mapping, data profiling and analysis and data quality check by querying DWH data and extract from transactional source systems
  • Created data mapping file for design team, using SQL, Toad, Excel as major tools
  • Experience in process mapping / process flows / process modeling.
  • Experience with Microsoft Visio and workflow solutions.
  • Negotiating withCapitalMarket, Leverage Finance, and Legal Counsel on originating bank debt loans.
  • Proficient skills inbusinessanalysis, requirements analysis, data analysis and GAP analysis.
  • Expert in documentation - Project Plan, High Level Requirements, BRD, Use Case,Business Implementation Requirements, SRS, Process Maps, Work Flow Diagrams, Change Requests.
  • Took part in gap analysis to understand what new changes were needed in the existing system.
  • Analyzed and collectedbusinessrequirements, identified system interfaces and created the BRD by user interviews identifying ambiguous, incomplete and incorrect requirements.
  • Prepared vision document for defining the scope of the project and the various functional and non- functional requirements involved in it.
  • Collected and documentedbusinessprocesses as well asbusinessrules.
  • Prepared and documented Use-Cases using UML based on requirements gathered from stakeholders.

Business Analyst

Confidential -Minneapolis, MN

Responsibilities:

  • Interacted with Business Users to conduct thorough Requirements Analysis.
  • Reviewed and analyzed the business environment and identified process improvements.
  • Involved in interactions with the Subject Matter Expert, Project Manager, Developers, and the End-Users.
  • Worked on activities with project manager and various other teams using MS Project.
  • Interacted with other Business Analysts for designing and implementation of Use Cases and Test Plans.
  • Involved in developing Logical and Physical data models that capture current state/future state data elements and data flows using Erwin.
  • Involved in reviewing test plans and test cases and ensuring test cases reflect user needs. Also responsible for conducting user training and user acceptance testing to ensure and verify system is designed according to user needs.
  • Worked on SDLC, Business analysis, Gap Analysis and Quality Assurance of application software in Agile framework.
  • Helped in testing activities by developing Test plans, Test cases, Use Case Scenarios using JIRA.
  • Assisted in on-going process improvement efforts to ensure Test Planning, Execution, and Reporting is effective, efficient, standardized, coordinated, and integrated.
  • Assisted the Senior Business Analyst in writing Functional Requirement Specifications (FRS) and User Requirement Specification (URS).
  • Involved in developing Test Plans and Test Cases according to Business Requirements.
  • Involved in generation and execution of SQL queries.

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