SUMMARY

• Around 8+ years of Industry experience as a Business Analyst with solid understanding of Business Requirements Gathering, Evaluating Data Sources, Translating Requirements into Specifications, and Application Design.
• Experienced with various domains such as Banking/Finance, Capital markets.
• Experienced in gathering user requirements, analysing and preparing Project Deliverables such as Project Charter, Business Requirement Document (BRD) and Functional Requirement Document (FRD) and proposed changes for process improvement using Rational Requisite Pro.
• Demonstrated ability to work actively in different phases of Software Development Life Cycle (SDLC) using Waterfall & Agile.
• Proficient in transforming Business Requirements into Functional Specifications, focusing on workflow analysis and design, business process reengineering, user interface design, portal design, and process flow modelling.
• Highly proficient in working with Users and Stakeholders to elicit, analyse, communicate and validate requirements using JAD, JAR, and Brainstorming sessions.
• Experienced in Investment Banking projects specialized in Financial Markets, Capital Markets, Wealth Management, and Risk Management.
• Solid knowledge and experience of Business Process Engineering/Re - engineering (BPR).
• Expertise in using various tools like MS Visio for Functional Flow Charts, Business Process Diagrams.
• Comprehensive understanding of the Organizational Framework that help to map the AS-IS and TO-BE model using the GAP Analysis, and plan effective approach to build/buy solutions to the business problems/needs/opportunities.
• Skilled in Object Oriented Analysis and Design with experience in creating Use Cases, Class Diagrams, Activity Diagrams, Object Diagrams, State Diagrams, Sequence Diagrams, Unified Modelling Language (UML) using MS Visio.
• Expertise in Client Relationship Handling, Project and Release Management, Configuration and Change Management, Defect Tracking and Control.
• Strengthen OTC derivative reporting process by highlighting reporting inconsistencies.
• Solid experience in defect reporting using Test Director, Quality Center and JIRA.
• Responsible to deliver streamline Business processes of Procure to Pay, Asset Management, Asset Maintenance Projects
• Excellent skills in Process Flows and Swim Lane Diagrams.
• Proficiency in writing SQL Queries to extract data from databases.
• Sound knowledge in conflict management and configuration management.
• Proficient in broad range of technologies including business process tools such as MS Word, MS Excel, MS Access, MS PowerPoint, MS Visio.
• Participated in Sprint Planning, Daily Scrum Stand Up, and Sprint Retrospective meetings.
• Participated in the development and grooming of Project Backlog Stories (Requirements) with business and technology partners.
• In Depth understanding and performing GAP analysis between AS-IS and TO-BE business processes
• Excellent experience in Data mining with querying and mining large datasets to discover transition patterns and examine financial data.
• Experience in performing Impact analysis (Feasibility analysis, cost/benefit analysis, Risk analysis) Created use cases, use case diagrams, prototypes/wireframes
• Experienced in Software testing life cycles, like developing Test plan and Test cases from functional and business requirements and writing and executing system and UAT test
• Knowledge of Bug reporting using HP Quality Center /ALM (Application Life Cycle management)
• Ability to manage multiple tasks while meeting deadlines
• Excellent Interpersonal skills and a good team player
• Assisted in closing gaps and TARs for associated Stories in each individual Sprint.
• Assisted in entering and updating Issues (Epics, Stories, and Tasks) onto JIRA Agile application.
• Assisted in the development of Project Impact and Process Control Plan documents.
• Assisted in testing associated Sprint Stories for Acceptance Signoff, using Archer RSA (Configuration Management System).
• Sound knowledge in Rally tool to create & document user stories.

PROFESSIONAL EXPERIENCE

Confidential - Bedford, TX

Business Analyst

Responsibilities:

• Worked on the feasibility study and gap analysis for implementation of the new OMS into the Asset Management line of Business.
• Extensively and closely worked with the business owners, conducted formal interviews, live meetings and JAD sessions to identify requirements and functional specifications.
• Involved in analysing customer and data analytics and providing reports through SQL queries
• Provided overall project management to multiple projects successfully completing them on-schedule and on-budget.
• Created use cases on the basis of the high level requirements document and user stories via MS word.
• Extensively interacted with the Credit Risk managers and Fixed Income support leads to understand the current flows. Major products were tri-party repos and corporate bonds.
• Confidential designed, implemented and rolled out software systems including OMS, EMS, affirmation platform and wealth & asset management platforms.
• Experienced working with major clients in Investment Banking, Wealth Management, Mutual Funds Services and Registers & Transfer agency.
• Worked on Wealth management and Asset allocation process.
• Conducted market research and analysis in Capital Markets consisting of Stock Market and Bond Market
• Performed EDD (Enhanced Due Diligence) for heightened risk Investment Banking & Capital Markets clients and ensured compliance with relevant regulations and corporate policies.
• Assist with business analysis efforts to define the enterprise records management policies
• Conducted JAD Sessions with SMEs, end users to resolve what data should be shown in the initial phase.
• Followed the UML based methods using MS Visio to create Use Case, Activity, Sequence, and Collaboration Diagrams.
• Created Use Case diagrams, activity diagrams, sequence diagrams in MS Visio
• Managed software projects in an agile delivery environment, using Clarity PPM.
• Facilitated meetings, including creation of agendas and recording of action items from meetings, received, consolidated, and produced status reports for business constituents and steering committee, etc. using MS Word & PowerPoint.
• Performed task decomposition, delegated tasks and monitored project milestones using MS Project.
• Worked with Subject Matter Expert for OTC derivatives, to analyse and develop requirements to meet client's needs.
• Analysis, review and preparation of process systems and controls for OTC derivatives and cleared trades, securitization exposures and risk rating (PD) frameworks.
• Provided Credit Derivatives and Fixed Income Derivatives key initiatives in working with users in defining Business and system requirements.
• Due to Business Needs and timelines of project, Business approach to Agile (Scrum) Instead of Waterfall methodology.
• Worked with cross-functional teams for building use cases, demonstrating the business requirements, developing business models; designed and developed business flow diagrams, Object Oriented models using MS Visio.
• Involved in UAT process and coordinated with the UAT team to get the feedback to make change requirements document.
• Helped the testing team in creating the test plans and test scripts. Assisted the users in UAT testing by providing test scenarios and test data.
• Conducted benchmarking activities to identify best practices.
• Trained business users and sales teams on new promotion and operational procedures.

Confidential - Kansas City, MO

Business Analyst

Responsibilities:

• Extensively involved in the deployment of Data Systems.
• Worked with the team in brainstorming sessions for understanding and developing the data transformation logics.
• Conducted interviews with key Business Users for better understanding of the requirement and business process information.
• Facilitated and managed JAD sessions with a committee of SMEs from various business areas including Mortgage Servicing, Loan Monitoring and Asset Management.
• Developed business process models in Agile (Scrum) to document existing and future business processes.
• Developed Business Requirement Specification Documents as well as high-level project plan in collaboration with the other BA team members.
• Used Power Designer comprehensively during the entire project to facilitate conceptual, physical, and logical data model but not limited to Use Case, Activity Diagrams, Requirement Traceability Matrix and instant report generation.
• Played a key role in the planning, analyzing, testing and implementation of system enhancements and conversions.
• Streamlined business process documentation for the Capital Markets Analytics team that allowed for easier on-boarding of new associates.
• Implemented layouts for Suspicious Activity and Pattern analysis under AML regulations
• Established and built the Equity Investment Risk Management team, as business owner of performance and risk analytical systems and reporting.
• Knowledge of different asset classes, Asset Management, OTC Derivatives (Futures & Options), cost & competitive analysis, and pricing techniques
• Played key role as founding contributor in the development and building of Global Performance & Risk Management
• Lightning is a web-based processing for fixed income capital markets which automates a range of processes, including, trading, sales, funding, accounting, risk analysis and asset/liability management
• Functioned as a primary liaison between the business line, operations and the technical areas throughout the project cycle.
• Facilitated all Agile Ceremonies including Retrospectives, Daily Stand Ups, Story Grooming, Demo/Review and Sprint Planning
• Performed extensive "Gap analysis" of the Wealth Management application to document existing business process flows and derive requirements for the proposed functionalities
• Assisted solution architects to develop technology solutions for the wealth management application and asset classes including Equities, Commodities and Fixed Income instruments
• Established company automation methodology, frameworks and tools
• Supported agile team on the best way to refine backlog and create Healthy and Steady User Stories
• Ensured daily processing of travel agents commission payments are completed accurately and in a timely manner.
• Facilitated training for quality assurance teams, UAT Team, and Line of Business on product enhancements and development
• Worked in a SAFe scaled Agile for a while as it was newly introduced to organization, represented my team at the scrum of scrum meetings
• Specialized in Equities, Fixed Income Securities, Mortgage-Backed Securities & Securitization, Forwards (Equity, bonds, interest rate, currency), Futures (interest rate, stock index, currency), listed and OTC Options (Stock options, bond options, Interest Rate options on LIBOR)
• Implemented data staging for quality assurance and user acceptance testing (UAT).
• Enabled our department to receive payments in a timelier manner and reduce late payments received by customers.
• Worked with SME's to comprehend Risk Management concepts including Credit Risk, Market Risk and Operational Risk
• Maintained, debugged and optimized automation programs
• Analyzed the operational procedures/methods and recommended changes for improvement with an emphasis on automation and efficiency.
• Conducted User Acceptance Testing (UAT) and Post Production validations (PPV).

Confidential, Seattle WA

Business Systems Analyst

Responsibilities:

• Gathered Business Requirements, defined the scope of the project, analyze and prioritized requirements, developed customized business strategies, and identified high potential business opportunities
• Automated the generation of Customer Due Diligence (CDD) and Enhance Due Diligence (EDD) reports in compliance with AML regulation.
• Conducted JAD sessions, met with client and end users in order to accelerate the design of IT solutions and also depict the user s view of the business needs and to jointly develop a solution
• Created burn down chart of the whole project and also each sprint while conducting daily scrum meetings with developers.
• Involved in making appropriate commitments through story selection, sizing and tasking
• Involved in Scrum Sprint Planning Sessions, Backlog Grooming Sizing, Sprint Retrospectives & Reviews, Daily Stand ups, User Stories and Acceptance Criteria
• Extensive experience in Investment Advisory, Wealth Management Services and Product Management.
• Thoroughly studied the capital market structures and account reconciliation systems to have a clear understanding of the Financial business processes and associated system workflow
• Developed UML diagrams (use case diagrams, activity diagrams, sequence diagrams, and class diagrams) in order to validate entity reference data and verification of the customer records: legal name, address, business purpose legitimacy and analysis of transaction activity)
• Designed and implemented basic SQL queries for data warehouse, and did data profiling
• Created wireframes in order to help developers build the application in Visual Basic and held data modeling sessions by developing DFD
• Submit ideas through brain storming sessions and convert it to requirements and create user stories to be added to Jira backlog.
• Implemented layouts for Suspicious Activity and Pattern analysis under AML regulations
• Issued the Test Plan Document, Test Planning, Test Design and Test Execution and was involved in the Testing Process which verified and validated all the defined business requirements and associated functionalities
• Liaised between the lines of business and the development teams to translate business and design requirements into technical requirements in Agile Projects.
• Lead the UAT effort and was single point of contact for all the User Testing issues and Change Management.
• Created the Requirement Traceability Matrix (RTM) in order to project the life cycle activities and work products to the project requirements
• Coordinated System Integration Testing (SIT), and Regression testing for the project implementation.
• Effectively led the effort and implementation of the Business User Acceptance Testing.
• Worked closely with Change Management team and attended Change Advisory Board meetings.

Confidential

Business Analyst

Responsibilities:

• Worked with Release Management, PMO, Executive Management, along with managers/staff in Development, ETT, UAT, Core Business and other areas, to plan, deliver, and track testing progress.
• Worked closely with the creation and generation of reports.
• Identified different risks such as credit risk (default risk), prepayment risk, inflation risk, and market risk. Project requirements for cash management practices adhered to accounting principles or GAAP and IFRS.
• Worked with risk management tools for mortgage loan servicing, commercial & residential mortgage, and risk analytics for MBS.
• Determined functional requirements through conducting user interviews and created business requirement documents (BRD) and traceability matrix, and thus developed standardization of processes.
• Maintained the Documentation of Business processes.
• Worked closely with multiple projects.
• Identified the areas for improvement by reviewing and analyzing the existing online portal systems.
• Gathered requirements by conducting meetings and brainstorming sessions with end users and SME.
• Assisted senior business analysts in performing GAP analysis and documenting the Business Requirements. Functional Requirements and Non-Functional Requirements into Business Requirement Documents (BRDs) and Functional Requirement Documents (FRDs).
• Designed and developed Use Cases, Sequence and Activity Diagrams using UML.
• Created wireframes and prototypes of the new web interfaces to communicate development ideas to the business users and the management teams.
• Worked closely with UI design and development team to ensure viability of new features and ensure proper functionalities of the complete system.
• Created and maintained Meeting Minutes/Issues Log and ensured timely resolution of all items.
• Created UAT Test cases and assisted senior business analysts in conducting UAT tests.
• Created class diagram, sequence diagram, and collaboration diagram using MS Visio.
• Supported development team in unit testing by providing testing data during User Acceptance Testing (UAT) phase.