SUMMARY:

• Over 7 years of IT experience as a Business Analyst, Systems Analyst, in Business Requirement Gathering, Gap Analysis, Business Process Modeling, Process Management, Change Management, Application Development Release Management in diverse business domains like Information Technology, Finance, Banking and Insurance.
• Experienced in the Finance, Banking and Insurance domains with exposure to Investment Banking, Retail Banking and Global Capital Markets Equity, Securities, Mutual Funds, Fixed Income .
• Adept at eliciting business and functional requirements through 1-1 meeting, interviewing session, Joint Application Development JAD sessions.
• Experienced meetings coordinator/moderator and Joint Application Design JAD facilitator with excellent interpersonal and conflict resolution skills.
• Excellent skills in documenting Business Requirements Document BRD , Functional Requirements Document FRD , System Requirement Specifications SRS , Use Cases and Test Cases.
• Proficient knowledge of Unified Modeling Language. Expert in analyzing and creating Use Case Diagrams, Activity Diagrams, Data Flow Diagrams, Business Flow Diagrams and Sequence Diagrams using MS Visio.
• Expertise in implementing Test scenarios, Test cases, System testing, Regression Testing. And maintaining Requirement Traceability Matrices for baseline documents.
• Experience in conducting Gap Analysis, expert in creating AS-IS and TO-BE documents.
• Knowledge of Financing Structures, Financial Analysis and reporting, Securitization, Capital Budgeting, Portfolio Analysis, Equity Capital Markets, Fixed Income Products, Forex, Derivative Products such as Options and Futures, Asset Management, Credit Risk Management.
• Expert in facilitating and defining the entire Testing Life Cycle and experienced in conducting the User Acceptance Test UAT .
• In depth of knowledge of software development life cycle SDLC , waterfall, Agile/Scrum methodologies and Rational Unified Process RUP .
• Confident, analytical and detail-oriented candidate with excellent multi-tasking capabilities to perform exceptionally in ever-changing and stressful environments.
• Articulate communicator equipped with great work ethic, excellent interpersonal skills with the ability to evaluate alternatives and guide business decisions.

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential

Business System Analyst

• Great West Financial is a leading provider of Life Insurance, Pensions, and Asset Management. They had multiple Web Applications for Life Protection L P , Individual Savings Retirement IS R , Individual
• Retirement Accounts IRA , Employer Sponsored Retirement Plans ESR , and Employee Savings Pension ES P divisions, and Customer Contracts/ Policy information is stored in multiple Policy Administration Systems.
• Great-West Financial is the nation's fourth-largest defined contribution record keeper, based on total participant accounts. They provide 401 k , 401 a , 403 b and 457 services to 30,000 plans representing 4.9 million participant accounts and 220 billion in assets.
• Great-West Life Annuity Insurance Company, with headquarters in Greenwood Village, Colorado, and regional offices around the country, has a long history of providing financial security for Americans and has consistently received strong ratings. The company's yearly report highlights its business results and financial stability. Responsibilities:
• Gathering requirements from Business Line Mangers and SME's for the redesigned Great West Client Portal, Client Database and to Digitize the Transactions
• Perform system and document analysis to understand the current systems
• Develop Process Model and detailed Business Policies and documenting the same in Business Requirement Document
• Prepare High Level Process Flow Diagrams and Business Process Flow diagrams for Great West Client Portal functionalities in Visio
• Develop Use Case diagrams, Use case Narratives and User Stories.
• Administered Identity and Access Management IAM , including password management controls for staff and vendors assigned to department-level projects.
• Prepare Wireframes, Prototypes and Mock up screens for different web pages.
• Develop Customer Database Mapping Document and Digital Transactions Mapping Document to map all Policy Administration Systems
• Identify the required fields for Client Database from Client extracts and Contract extracts from different Policy Administration Systems
• Participated in Backlog Grooming sessions, identified obstacles, planned releases and managed sprints, also created a Business Requirement Document for management.
• Created and Managed User Stories in Epics, Themes and Sprints also calculated velocity and Story-points in TFS. I was also part of the team that assessed and analyzed TFS, HP Agile Manager and Green Hopper
• as Agile ALM tool
• Coordinate with offshore team in documenting the gathered Requirements in to BRD's and FRD's
• Interact with SOA architects for developing Integration Service Bus ISB Enterprise Service ESB
• Worked closely with System Architect to implement Service Oriented Architecture SOA , Client side Validations, Server side Validations, Web Method definitions and data modeling.
• Extensively involved in Data Governance process. Assisted in data grouping and defined relationship among the different tables.
• Develop Service Mapping Documents to map UI Literals to Administration Systems
• Help developers understand Business Requirements and design for Graphical User Interface GUI , Client Database and Digitize Transactions
• Coordinate with QA team to determine and develop Test Plans, Test Cases and methods for Unit Testing, Integration and Functional Testing based on testing requirements
• Participate in User Acceptance Testing UAT and developed Training Manuals
• Developed Multidimensional Models in Power-Play Transformer and generated Power Cubes for OLAP comprising of dimensions, hierarchies, levels, categories, and measures in Cognos.
• Modified Power Cubes by adding new Dimensions, Levels, Categories and Measures.
• Created different Dashboards in report studio using combination of List, Crosstab, and Graph and Map reports.
• Worked on Performance tuning of report with huge queries using concurrent query execution for better performance of Reports.
• As part of MDM implementation, involved with validating and testing user accounts validating the suspect and collapsed data Created dummy accounts to validate against the back-end and the front-end
• data.
• Created new ETL process to extract, transform and load data from different sources to data ware house.
• Participated in Data Mapping, Data Conversion, creation of the Data model and used SQL and Toad to extract, filter and validate data.
• Created T-SQL objects such as tables, views, joins and store procedures to meet client requirements.
• Perform data validation using SQL queries and run ad-hoc queries to show data to the business users

Environment: Business Objects, Cognos 8.4, Informatica, Rational Requisite, Rational Rose, Rational Clear Case, UML 2.0, MS Project 2000, MS Office, Oracle 10g, Windows 2000, XML, Power Designer, IBM Master Data Management MDM

Confidential

Business Analyst

Confidential Funds are distributed by Confidential., which is an affiliate of Confidential. Affiliates of Confidential. receive fees for providing various services to the funds. Confidential Distribution Services, Inc. is a member of FINRA/SIPC.

Responsibilities:

• Responsible for the conversion between JPMorgan and Bear Stearns for mutual fund processes and products.
• Spearheading key initiatives in the 200 million trading program for Global Clearing Services. Projects include:
• Developing a new web-based trading application for retail accounts. Working closely with third-party vendor SunGard to provide the front-end.
• Developing an automated web-based mutual fund sales charge calculator which is integrated into multiple front-end trading systems.
• Developing a mutual fund systematic purchase / redemption PIP/SWP application that fully integrates with the Money Movement system.
• Developing a system to identify securities to fund a Required Minimum Distribution RMD and to automatically recalculate the amount each security funds as the RMD amount changes.
• Developing an automated mutual fund Letter of Intent LOI fulfillment process.
• Creating a dashboard for critical notifications to financial consultants.
• Upgrading the restricted stock system.
• Partnering with senior management, business operations, Traders, Compliance, Legal, Global IT onshore and offshore , QA, and vendors SunGard, Charles Schwab, Morningstar to create best-of-breed applications and processes. Successfully manages complex projects through rigorous SDLC.
• Performed gap analysis. Identified solutions and formulated cost and work effort estimates.
• Suggested and implemented a major redesign of the manual mutual fund breakpoint processes that automated the processes using Broadridge market data and increased the accuracy of complex processes. Benefits included reducing firm risk, expediting the mutual fund order entry process, and significantly decreasing the number of rejected transactions.
• Evaluated third-party requirements tools and made presentations to senior management.

Environment: HP Quality Center, Agile, MS office Suite Word, Power Point, Access, Excel, Outlook , MS Project, MS Visio, SQL2005

Confidential

Business Analyst

Confidential is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas life insurance, annuities, retirement plan services, and group protection our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes.

Responsibilities:

• Initiated and implemented Agile methodology as per project requirements.
• Conducted meetings to get an understanding on the high level requirements from stakeholders/business teams.
• Defined the scope, objectives, deliverables and timeline ensure that everyone adheres to them.
• Interacted with Stake Holders, Business users and Subject matter experts to finalize the Business Requirements for the application, prepared BRD Business Requirement Document and worked on solution feasibility and implementation.
• Defined system requirements to Use Case, Use case scenario and Use Case narrative using the UML Methodologies
• Worked closely with Development teams to ensure correct interpretation of requirements and design implementation
• Developed traceability matrix to keep track of requirements. Provided input and insight of project plan management and monitored progress against plan through SharePoint.
• Produced the visual models/mock-up's for the application using MS Visio to create Use Cases, Sequence Diagrams, and Activity Diagrams
• Developed detailed Data Flow Diagram using modeling tools following the SDLC structure
• Conducted walkthroughs with the end users and stakeholders to gather the modification requests from the user to upgrade or change the business specifications for the product
• Followed a structured approach to organize requirements into logical groupings of essential business process, business rules, information needs and insured that critical requirements are not missed
• Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other, resolve any issues and come to an agreement quickly
• Conducted presentations to introduce and explain FIX protocol to the technical team
• Prepared progress and completion reports, which were then submitted to project management on a weekly basis.
• Prepared Test Cases and helped implement them to test the enhanced application.
• Gathered Approvals/sign off's on BRD's and other project documents.

Environment: Windows NT 4.0, Rational Rose, Rational Requisite Pro, Rational Clear Quest, HTML, CSS, Microsoft Office Word, PowerPoint, Access, Excel, Outlook, Project, Visio , Test Director, HP Quality Center

Confidential

Financial Business Analyst

Confidential is a mutual fund manager offering a variety of mutual fund schemes to investors. The project was conceived to provide investment-related advice to Individual Investors and Institutional Investors and Investment professionals. The Fund Advisor was developed to enhance the advisory services and accuracy of providing optimal mutual fund schemes to its clients based on past investment history and current market trends.

Responsibilities:

• Understanding of the gathered user requirements from end users, and analysis of those requirements in the areas of Asset management.
• Worked on the analysis and documentation of the market trends on swaps and derivatives, based on guidance and feedback from Subject Matter Experts and In-House Financial Trading Analysts.
• Worked with the Data Modellers in designing the Data Model application using Erwin.
• Initiated JAD sessions with the Data Modellers, Development Team and QA team to determine the system functionality and behavior.
• Documented the Functional Specification and the detailed data mappings specifying the business rules.
• Provided walk through of the data mappings and Functional Specification Document to the business audience.
• Evaluated the consistency and integrity of the model and repository. Reported on the impact of schema or model changes.
• Designed and documented transformation rules business rules to generate consolidated fact and summary data.
• Provided documentation version support throughout the project lifecycle.

Environment: MS Office Word, Excel, Access, PowerPoint, Outlook , ERWin 7.0, MS Visio and MS SQL Server 2003.