SUMMARY

• Business Analyst with over 8 years of experience in Financial, banking and Investment Banking Sectors with all phases of the Project Development Life Cycle.
• Subject Matter Expertise (SME) in Trading &Wealth Management.
• Expertise in Tableau deployment tool like streamlining the entire process and promoting user adoption within the organization.
• Mapping data in Tableau Automating and transforming workbooks and delivering capabilities in the user friendly GUI.
• Knowledge of Fixed Income Securities, Equities, Futures, Brokerage, and Collateral Debt Obligations (CDO) Management.
• Knowledge of Capital Market Infrastructure
• Knowledge of business processes in Capital Market Infrastructure Entities
• Experienced in Reconciliation by utilizes exceptional auditing and investigating skills to identify discrepancies and resolve them.
• Perform setup ofBloomberg Terminal computer system provided by the financial data vendor that enables professionals in finance and other industries to access the Bloomberg Professional service through which users can monitor and analyze real - time financial market data and place trades on the electronic trading platform . 1 The system also provides news, price quotes, and messaging across its proprietary secure network.
• Strong knowledge of ITIL and five volumes map like strategy, design, transition, operation and service improvement, the entire ITIL Service Lifecycle, beginning with the identification of customer needs and drivers of IT requirements, through to the design and implementation of the service and finally, the monitoring and improvement phase of the service.
• Knowledge of the Basel Committee on Banking Supervision (BCBS) to enhance understanding of key supervisory issues and improve the quality of banking supervision.
• Strong Experience in Agile, Waterfall, Object Oriented Analysis and Software Development Life Cycle (SDLC) processes
• Experience in Requirement gathering through participating in interviews, workshops, and JAD sessions with clients, developers, and QA Analysts, and referring to existing system documentation and procedures.
• Well-versed in documenting Business Plan, Requirement documents, Functional Specification documents, and Standard Operating procedures
• Experience in Conducting Market Research, Feasibility Studies, Data analysis, System Analysis, Gap Analysis and Operational Risk Analysis.
• Experience in creatingUML (Unified Modeling Language) diagrams such as workflow, activity, use case, sequence, collaboration and deployment diagrams.
• Experience in conducting GAP Analysis, Risk Analysis, SWOT Analysis, Cost-Benefit Analysis (CBA), Net Present Value Analysis (NPV), Return on Investment Analysis (ROI), and Break Even Analysis.
• Possess advanced SQL programming skills, strong understanding of data warehousing concepts and experience working with large relational databases.
• Performed data query, extraction, compilation, and reporting tasks using SQL application.
• Proficiency in use of Financial Models using Microsoft Office Suite
• Excellent oral and written communication skills with ability to communicate with all levels of management and team members.
• Possess exemplary requirement gathering, coordinating meetings, technical writing, presentation, listening, time management, inter-personal, organizational, interpretation, problem escalation, leadership, decision making, motivational, issues management, and influencing skills.
• Experience identifying and implementing sustainable “best practice” solutions and procedures.
• Ability to effectively handle multiple priorities, concurrent projects and aggressive deadlines.
• Strong Knowledge of Supply Chain Management, Financial Analysis, Business Forecasting, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Fixed Income Securities (bonds, stocks etc.) and Mutual Funds.

TECHNICAL SKILLS

Operating Systems: Windows 7/XP/Vista, Mac OS X.

Business Modeling Tools: Microsoft Visio, Rational Rose.

Business Intellegence Tool: Tableau, ITIL

Databases: SQL Server, Oracle, MS Access.

Project Management: Microsoft Project Professional, Microsoft Office Suite, ITIL

Programming/Languages: Java, HTML, ASP.Net, C#, SQL Server; Visual Basic, Javascript, AJAX.

Testing Tools: Rational Enterprise, HP QC/ALM, QTP

Design & IDE Tools: MS Visual Studio.

Office Tools: MS Word, Excel, PowerPoint, Outlook, Publisher, Photoshop

Requirement Management Tools: Caliber RDM, Caliber RM, SharePoint

Defect Tracking Tools: JIRA, HP QC-ALM

Test Tools: HP QC, BugzillaMethodologies RUP, UML, Six Sigma

Change Management tools: Rational Clear Quest, Test Director.

PROFESSIONAL EXPERIENCE

Confidential, New York

Business Analyst, Financial Analyst

Responsibilities:

• Identified the key Stakeholders and the business users of the application.
• Conducted research and investigation of all discrepancies.
• Reconciled discrepancies efficiently and in a timely manner for customers. Tracked and maintained accounts to identify any discrepancies.Conducted research and investigation of all discrepancies. Notified supervisor of all issues and Resolved account reconciliation issues quickly
• Worked with stake holders to detail the decision making process at the time creating business process flow diagrams utilizing MS Visio
• Facilitate Bloomberg Terminals to identify the key data needed to be analyzed, build out the interface/data repositoryand build out the reports.
• Analysing, interpreting, updating & maintaining various asset class i.e. Equity, fixed income, Funds, Derivatives, Money markets, Corporate Action events, etc and effectively communicating with internal and external clients to deliver functional requirements like GUI, screens and interface designs
• Coordinate JAD sessions with the stakeholders, end users and SME, to determine the critical business processes and identify key functional requirements.
• Facilitate ITIL so that IT services are aligned to the needs of the business and support its core processes. How to use IT as a tool to facilitate business change, transformation and growth.
• Involved in GAP Analysis, Risk Analysis and Technical Feasibility study with the technical leads and other SME's.
• Deatailed user story and documented the product requirements and the workflows
• Created various UML models like Use Case diagrams, Activity Diagrams and State Diagrams in MS Visio.
• Created process flow diagrams in MS Visio.
• Created and managed all the requirement artifacts in CaliberRM.
• Conducted timely requirement review sessions with the Stakeholders and business and end users to ensure the product verification.
• Actively conducted and participated in weekly meetings to analyze the progress and maintain status reports.
• Performed Functional and UAT testing before the system went live.
• Managed change requests using JIRA.
• Analyze business requirements and segregated them into high level and low level Use Cases, Activity and Sequence using Rational Rose according to UML methodology.
• Created and reviewed requirement specifications and process flow diagrams including context and dataflow diagram.
• Defined the data sources, data loads and data transformation using ER Diagrams.
• Worked with MS-Visio for model diagrams, MS-Word for documentation and used Unified Modeling Language for visual modeling.
• Authored Data Flow diagrams, Use Case Diagrams andBusinessProcess models with special detail to Sub-Processes.
• Designed message formats, queues, systems interfaces, and worked with thebusinessUsers through interviews and JAD sessions.
• Been part of group in calculating credit risk and market risk using risk data and also assisted in enhancing credit card processing system
• Facilitated the analysis and design phase, documented customizations, wrote test scripts for all processes and customizations, coordinated system test and tracking issues, and coordinated the cutover process to Production
• Analyzed, collected and prepared user requirements, definition, scope and expectations for deliverable plans.
• Delivered system documents, processes, diagrams, and test cases.
• Designed PowerPoint presentations for the top management using data that is analyzed using MS Excel spreadsheets and used pivot tables.
• Utilized thebusinessand financial requirements to develop detailed user interface for the application prototype.
• Experienced in Credit Risk Modeling - provided data, developed and enhanced CCAR models for credit card delinquency and default loss forecasting.
• Developed and integrated model strategy to supportbusinessinitiatives and regulatory compliance
• Analyzed, collected and prepared user requirements, definition, scope and expectations for deliverable plans. Delivered system documents, processes, diagrams, and test cases.
• Coordinated work plan between project manager and client using Microsoft Project.
• Implemented and managed migration process and developer fixes, retested fixes, defects/bugs tracking, issue log and scheduled and tracked progress for team members of project through completion.

Environment: Windows 8.1, MS SQL Server, MS Visio,, MS Project,, UML, HP AML, HPQC Mobile web App

Confidential, New York, NY

Business Analyst

Responsibilities:

• Facilitated user groups collecting the business requirements; define Project Vision & Scope, Business Requirements, Use-Cases and Functional Specifications.
• Followed Agile development methodology in the project and participated in Sprint planning sessions, Kickoff meetings and daily scrum meetings.
• Prepared project schedule using MS Project and closely monitored the development progress and reported the same to Senior Project Manager and stakeholders.
• Conducted interviews with key business users to elicit, collect and manage requirements
• Successfully completed project to convert commercial lending system to virtual server platform.
• Worked on a project to compare and determine system for converting the servicing for over 12,000 commercial loans
• Completed operational access control for commercial lending system to ensure compliance with all Sarbanes Oxley (SOX) guidelines and requirements
• Successfully managed implementation of the new customer serving application rollout to approximately 500 users March 2007
• Participated in Loan IQ Service Pack and version upgrade analysis (commercial lending system) and end user requirements gathering
• Created Disaster Recovery documentation in conjunction with corporate Disaster Recovery efforts
• Created and defined Report Access Process and Procedures to ensure timely development and appropriate distribution of created reports.
• Provided additional business planning and analysis as need on an ongoing basis
• Assumed production support role for the Loan IQ application.
• Work with vendor technical support to identify ongoing issues and defects that need to be resolved.
• Prepared requirement traceability matrix for the requirements to track the requirements.
• Designed and developed Use Case Diagrams, Activity Diagrams, and Sequence Diagrams, using UML diagrams and Screenshots/UI in Visio.
• Served as a liaison between the business owners and project team. Organize and conduct Joint Requirement Development (JAD) sessions for requirements gathering process.
• Utilized the Rational Unified Process (RUP) methodology throughout the development life cycle to enhance and manage performance deliverables. Methodologies utilized included: OOA/OOD, UML, and Rational Unified Process.
• Used Microsoft SharePoint to share and maintain the various versions of the requirement documents.
• Prepared system test plan and test data for system testing.
• Developed Test Plan with timelines and resources, Test Cases and documented test summary reports for the functional and non-functional requirements in Mercury Test Director.
• Used Test Director for preparing test cases and recording defects.
• Audited the project for compliance with the process and reported non-compliances to the Senior Project Manager and tracked the same to closure.
• Involved in preparing a simple and detailed User manual for the application, for an intended novice user and provided training for the end-user.

Environment: Windows XP, Loan IQ, DB2, Java, EJB, Cognos, JavaScript, HTML, XML and IBM Websphere, RAD 6, MS Office & MS Project, Six Sigma.

Confidential, Chicago, IL

Business Analyst

RESPONSIBILITIES:

• Worked as business analyst to support the re-design of the Mortgage Asset Management System.
• Extensively involved in the development of Reporting Data Warehousing System.
• Designed the business requirement collection approach based on the project scope and SDLC Methodology.
• Facilitated and managed meeting sessions with committee of SMEs from various business areas including Mortgage Servicing, Loan Monitoring and Asset Management.
• Developed business process models in RUP to document existing and future business processes.
• Performed extensive requirement analysis including data analysis and gap analysis.
• Designed and developed project document templates based on SDLC methodology.
• Designed and developed all Use Cases and UML models using Rational.
• Established a business Analysis methodology around the RUP (Rational Unified Process).
• Developed requirement reports for day-to-day retail banking needs for opening account, online baking using rational SoDA.
• Developing strategic partnerships with the business unit to develop a solid knowledge base of the business line, including the business plan, products, process and revenue streams.
• Analyzed, organized, and updated database using SQL.
• Worked with marketing team in knowing what exactly bank’s client wants.
• Functioned as the primary liaison between the business line, operations, and the technical areas throughout the project cycle.
• Partnered with the technical areas in the research and resolution of system and process problems.

Environment: Windows Vista, MS Office, RUP, UML, SQL, Rational Rose, MS Visio, SWOT analysis, Rational SODA. Clear Quest

Confidential, PA

Business Analyst

Responsibilities:

• Responsible for gathering requirements from users, mainly Traders & Risk Professionals
• Business Analyst with strong Banking domain experience - Basel Committee on Banking Supervision regulation number 239
• BISForeign exchange and gold serviceslike spot deals, swaps, outright forwards, options, foreign exchange overnight order, safekeeping and settlements facilities, purchases and sales of gold: spot, outright, swap or options
• BIS Asset management services for Fixed income portfolios like structured as dedicated portfolio mandates or BIS Investment Pool, offered as either single currency or multi-currency mandates in the major world reserve currencies, invested in government bonds or high-grade credit securities
• Functioned as the primary liaison between the operations and the technical team and resolved process issues throughout the project cycle.
• Collaborated with the marketing team in identifying the needs of the bank’s customers.
• Established a Business Analysis methodology around the RUP (Rational Unified Process).
• Facilitated numerous JAD (Joint Application Development) sessions utilized for the creation of design documents and system specifications for applications.
• Responsible for all pre and post-go live business requirements and proper documentation. Managed project list of IT department to prioritize deliverables. Set up and reviewed testing, training and documentation on all modifications and enhancement. Identifying entity types and then assigning attributes to those entities (Data Modeling)
• Created functional & technical specifications for an in-house front office trading application whose main products were related to ABS (Asset Backed Securities), CDO (Collateralized debt obligations) and Whole Loan Mortgages.
• Review of Financial Ratings, Underwriting philosophies, Reduce the Average Claims Turnaround time.
• Managed multiple projects that would be implemented for the following business related to Fixed Income, Trade Clearance, Asset and Wealth Management and Billing.
• Worked on a Risk Management System, which supplies users with intra-day and end-of-day speeds, status of modeled bonds, as well as market and credit risk (delta) information
• Responsible for data mapping of feeds from several reference data systems, including Bloomberg, to a number of in-house applications.
• Used MS-Visio to document current work flows, manual processes and end-to-end processing of system interactions
• Developed and executed associated project plans and test scripts for User Acceptance Testing (UAT) and subsequent user training.
• Developed strategic partnerships with various business units to develop a solid knowledge base of the business, including the business plan, products, processes and revenue streams.
• Played a key role in the planning, testing, and implementation of system enhancements and conversions.
• Environment: Rational Requisite Pro, Rational Rose, RUP, UML, PL/SQL, MS Office, MS Project, Windows 2000, Crystal Reports, Java, HTML, Oracle, MVS.