Financial Data Analyst / Business Analyst Resume
Woonsocket, RI
SUMMARY
- Adaptable Business / Data Analyst skilled in databases, recording, interpreting and analyzing data in a fast - paced environment. Experienced in preparing detailed documents and reports while managing complex internal and external data analysis responsibilities, Worked in the capacity of a Scrum Master facilitating all scrum ceremonies - Daily Scrum, Sprint Planning, Review and Retrospective Meetings. Additionally, strong technical, documentation and UML modeling skills.
- Hands-on business experience with statistical programming (R, Python) as well as advanced data science concepts. Proficient in Adobe analytics and web trends
- Excellent interpersonal skills-Ability to understand, relate and communicate with people in a professional manner.
- Exceptional written and verbal communication skills
- Domain knowledge in Trade Surveillance, Mortgage Lending and Wealth Management
- Performed Enterprise level Business Impact Analysis (BIA) to identify critical business continuity action plans and the related infrastructure interdependencies, single points of failure, and formulated recovery strategies
- Background in Data warehouse/Big data platforms
- Experience in System analysis, design, test and implementation-Documented Business Rules and conducted system validations
- Knowledge of SQL, Bug Data Analysis/manipulation tools such as Hive and Impala
- Scrum Ceremonies - Daily Scrum, Sprint Planning, Review and Retrospective Meetings. Maintaining scrum reports - Burn Up/Burn down Charts, Velocity Charts, Sprint Report, Control Charts, Swim lanes.
- Assisted maintaining product backlog, writing backlog increments, sizing user stories. Managed open issues, removed impediments, & worked with cross-functional teams to improve software quality & test coverage - JIRA.
- Experienced in requirement elicitation, analysis & detailing, AS-IS and To-Be designing, GAP Analysis, Process Analysis, Risk Analysis, Document Analysis, Stakeholder Interviews, JRP, requirement walkthroughs.
- Clear and thorough documentation for business & technical complexity - RFP, SLAs, Project Initiation Document, BRD, FRD, NFRD, URS, SyRS, SDD, Meeting Minutes, Requirement Tractability Matrices.
- Proficient in creating prototypes/mock-ups, wireframes, and dynamic UI prototypes - HTML, MS VSIO, JustInMind.
- UML - Use Case, Sequence, State Chart, Collaboration, Activity, ER and Class Diagrams using MS Visio.
- Facilitated Joint Application Design (JAD) sessions, interviews, written correspondence, project status reports, oral presentation and email, to keep executive staff & team members apprised of goals & project status.
- Analyzed and managed change requests, Determined Scope, performed impact and cost benefit analysis.
- Proficiency in database development life cycle-Developing conceptual data model, data normalization, logical design considerations; Created Logical Data Models.
- Identified key elements, table structures and helped with database design.
- Data mining, cleansing & mapping and helped with data modelling, indexing and updating plan- Azure and Tableau for visualization.
- Aided development of test plans, test cases, traceability matrices, and execute test cases, UAT
- SQL Querying and insight gained in Python programming
TECHNICAL SKILLS
Methodologies: Waterfall, Agile-SCRUM, JIRA, SDLC as per RUP, CMM and Six Sigma
Business Skills: Change Management, Impact Analysis, SWOT analysis, Project Planning, Project Scheduling and Budgeting
Business tools: SharePoint, MS Office Suite, MS Visio, MS Access and MS Project
Database tools: Oracle SQL Developer, SQL Server, Teradata SQL
Test Management Tools: Quality Center, QTP
Financial Data Management Tools: Black mountain Systems
BI Tools: Tableau, SSRS, Adobe Analytics
PROFESSIONAL EXPERIENCE
Confidential, Woonsocket RI
Presen Analytic Advisor
Responsibilities:
- SetupJAD sessions with the developers and relevant stakeholders to elicit and validate requirements.
- Act as subject matter expert for one or more asset classes within the Compliance IT team
- Coordinate and work closely with the PM on the Project Management process through all phases of the project life cycle
- Provide functional support for new releases and liaise with developers as needed
- Coordinate and track project planning through the different stages of the development cycle with the near and offshore team.
- Communicate with stakeholders and updated BRD to update progress and issues
- Develop BA test plan and test scripts and test new/enhanced surveillance scenarios and “de-bug” with developers
- Conduct and manage UAT with users
- Coordinate UAT with required stakeholders and hold status meetings to assess progress
- Manage Compliance and other stakeholder expectations to ensure full transparency
- Work with compliance users & analyst to gather requirements
- Work on multiple projects and respect aggressive schedule
- Perform data analysis on source data on reporting data in support of existing and/or new business requirements
- Prepared month-end professional liquidity stress testing commentary and Broker-Dealer stress testing report to the senior management
- Analyze and research data needs for model development and enhancements
- Facilitate & Coordinate with Surveillance on data & functional requirements
- Work in a fast paced environment
Environment: Tableau, SSRS,SQL, Windows, Microsoft Office Suite, Agile SCRUM, SFDC platform, MS Visio, MS SharePoint
Confidential, Boston MA
Financial Data Analyst / Business Analyst
Responsibilities:
- Performed Gap and Cost-Benefit analysis to establish the significance of the enhancement.
- Worked with various teams for business requirements to help strategize new product portfolio & business opportunities
- Conducted JRP sessions to assess needs, gather requirements and decide deliverables.
- Elicited requirements from the intended users and documented the requirements in FRD and BRD.
- Managed change requests from stakeholders based on the criticality of the request for deciding on making the change in the project
- Designed specifications for transforming the data from the Stress Test runs to be consumed for CCAR. This included both Internal and Federal Scenarios.
- Created UML diagrams like Activity, Use case, Sequence diagrams fordefining business processes.
- Conducted JAD sessions to gather the design requirements for the solution proposed.
- Solid knowledge of trade life cycles across core asset classes, reference and market data experience, including Instrument, Customer, Entity, Rates and Pricing
- Created high fidelity mockup diagrams to understand the work flow in user interfaces.
- Developed client side and server side validations by writing business rules in the business engine acquired from the stakeholder.
- Prepared weekly status reports
- Negotiated and established internal and external SLAs and made sure they are met all possible times.
- Organized and facilitated sprint planning, stand-ups, reviews, retrospectives & release planning.
- Facilitated with Product owner for grooming and reviewing user stories.
- Coordinated with teams working on different modules to recognize cross team dependencies through Scrum of Scrum meetings.
- Documented functional requirements and exhibited excellent communication skills
- Assist in coordinating the process integration and review existing service catalogue& request fulfilment.
- Provided support to the upgrades and improvements for application successfully and efficiently.
- Developed Requirement Traceability Matrix and prepared test data for UAT testing.
- Prepared UAT test plans and helped Treasury in testing as required.
- Monitored performance testing results for several modules within the application.
- Created Data Mapping Document and worked with team on normalizing, data schema, data cleansing.
- Involved in reporting status, milestones, and project plan tracking to project manager and product owner on a weekly basis.
Environment: Tableau, Agile Scrum, Windows, Microsoft Office Suite, Microsoft Visio, SharePoint, Mock-ups, Rational Rose, MS SQL Server, XML, SSRS.
Confidential, New York, NY
Business Analyst
Responsibilities:
- Gathered business requirements from business owners and stakeholders by conducting JAD sessions and referring to existing system documents.
- Conducted various requirement-gathering techniques like Brainstorming, One-on-One Interviews and Surveys with SME’s.
- Developed good knowledge of Investment Banking, Risk analysis, Strategic Asset allocation, Assets, Bonds, Equity and Derivatives.
- Documented all business requirements of the project in the Business Requirements Document (BRD), Functional Requirement Document (FRD) and Use case Diagrams.
- Developed UML diagrams to model the various aspects of the online-reporting system.
- Created AS-IS process workflow and TO-BE process workflow and conducted GAP analysis for the business.
- Assisted in developing Data flow diagram (DFD) using MS Visio.
- Assisted Product Owner in prioritizing the user stories in the Product backlog using MOSCOW technique along with the scrum team.
- Facilitated the scrum team to estimate the efforts required using Planning poker, also to break down epics to user stories during the Backlog refinement meeting.
- As a Scrum master conducted Scrum ceremonies like Daily Scrum meeting, Sprint planning meeting, Sprint review meeting, Sprint Retrospective meeting and Backlog refinement meeting.
- Used JIRA to analyse, document and track all tasks and issues throughout the course of the project.
- Created and maintained Sprint burn down and Product burn down charts to keep track of the progress in sprints and project.
- Assisted project manager in creating proposals and project budget allocations and worked on Project Charter and Work-Breakdown Structures using MS Project.
- Generated SQL queries to retrieve data of customer profiles from the database system.
- User acceptance Testing (UAT) for successful implementation of the requirements.
- Used Requirements Traceability Matrix (RTM) in order to trace the test cases and to ensure all the components were tested for functionality and quality as per the requirements.
Environment: Scrum Waterfall Hybrid Methodology, Eagle PACE, Qlik View, Tableau, MS Project, MS Office (Word, Excel), MS Share point, SQL, XMLSpy and Data dictionary.
Confidential, New York, NY
Junior Business Analyst
Responsibilities:
- Managed change requests from stakeholders based on the criticality of the request for deciding on making the change in the project
- Created UML diagrams like Activity, Use case, Sequence diagrams for-defining business processes.
- Conducted JAD sessions to gather the design requirements for the solution proposed.
- Created high fidelity mockup diagrams to understand the work flow in user interfaces.
- Developed client side and server side validations by writing business rules in the business engine acquired from the stakeholder.
- Used XML in modeling request and response for the web methods using XMLSpy.
- Negotiated and established internal and external SLAs and made sure they are met all possible times.
- Organized and facilitated sprint planning, stand-ups, reviews, retrospectives & release planning.
- Facilitated with Product owner for grooming and reviewing user stories.
- Coordinated with teams working on different modules to recognize cross team dependencies through Scrum of Scrum meetings.
- Involved in finding web services from the internal repository and external vendors.
- Assist in coordinating the process integration and review existing service catalogue & request fulfillment.
- Provided support to the upgrades and improvements for application successfully and efficiently.
- Developed Requirement Traceability Matrix and prepared test data for UAT testing.
- Created Test Plan and executed and reviewed Test Cases and its results.
- Monitored performance testing results for several modules within the application.
- Created Data Mapping Document and worked with team on normalizing, data schema, data cleansing.
- Involved in reporting status, milestones, and project plan tracking to project manager and product owner on a weekly basis.
Environment: Agile Scrum, Windows, Microsoft Office Suite, Microsoft Visio, SharePoint, Mock-ups, Rational Rose, MS SQL Server, XML, SSRS, Blackrock Aladdin Trade Order Management System.
Confidential
Business Analyst
Responsibilities:
- Conducted thorough analysis of the Business Requirements and analysis of the business case to understand the system needs.
- Prepared Business Requirements Document (BRD) and Functional Requirements Document (FRD), alongside involved in creating wireframes as a part of FRD.
- Worked with Credit analysis, Credit bureau (such as Experian Equifax), Credit score, Credit limit, Credit management and report.
- Assisted in estimation and prioritization of the user stories using MOSCOW and Planning Poker Techniques.
- Designed and Developed Use Case diagram, flow diagrams and Activity Diagrams using MS Visio.
- Performed requirement analysis by gathering both functional and non-functional requirements based on interactions with the Process owners and stakeholders.
- Also documented and represented them in Requirements traceability matrix (RTM).
- Conduct research and business analysis for client services and system enhancement by continuously interacting with business users.
- Worked with applications that are used to manage mortgage loans and conducted sessions with business for process improvements.
- Good understanding of Mortgage loan processing and experienced in documenting requirements for those applications.
- Worked with Loan processing to understand the borrower assessment and to have a clear picture on how lending decisions are made.
- Documented requirements for the applications used to assess the credit worthiness, repayment capacity and credit scores of a borrower.
- Good understanding of the business process of loan origination system and various loan products.
- Defined the UI with inputs from the data architect and developers for the system using HTML models and mockup screens.
- Managed Change requests and performed Cost-benefit analysis and Impact analysis on the system.
- At the end of each sprint, was responsible for facilitating the sprint review meeting followed by a sprint retrospective meeting.
- Used MS SharePoint for efficient content management and document management.
- Utilized SQL to query tables in retrieving sample data from mortgage customer profiles stored in the system.
- User acceptance Testing (UAT), Functional Testing/ Non-Functional Testing and Regression Testing for successful implementation of the requirements.
Environment: Scrum Waterfall Hybrid Methodology, Tableau, MS Project, MS Office (Word, Excel), MS Share point, SQL, Data dictionary and Experian