SUMMARY

• Overall 8+ years of experience as a Business Analyst in various financial domains.
• Sound understanding of BABOK principles and techniques.
• Strong knowledge of Software Development Life Cycle (SDLC) phases, and different development methodologies like Agile - Scrum, Waterfall, RUP and Scrum-Waterfall hybrid methodologies.
• Outstanding understanding of cross functional requirements across multiple business units and ability to provide effective solutions.
• Proactive interaction with stakeholders, subject matter experts (SME), product owner, developers and users to understand business process flow, document the business requirements and identify enhancements.
• Exceptional skills in various elicitation techniques like Requirements Workshop, Joint Application Development (JAD) Sessions, Rapid Application Development (RAD), Observation, Interview, Prototyping, Survey and Document analysis.
• Adept in creating and Revision Controlling the Business Requirements Document (BRD), Business Process Documentation, Functional Specifications Document (FSD)/ Technical design specifications and Systems Requirements Specifications (SRS) using SharePoint 2010 and SharePoint 2013.
• Adept in tracing requirements throughout the SDLC and verifying adherence to Requirements Traceability Matrix (RTM).
• Involved in business process re-engineering (BPR) of existing systems.
• Proficient in assisting and conducting various enterprise analyses like GAP analysis of AS-IS and TO-BE systems, SWOT analysis, Impact analysis, Goal analysis, Feasibility analysis, Risk analysis documents.
• Conducted impact analysis using various approaches like Organizational Approach, McKinsey 7Ss Approach, and Tools-Based Approach.
• Created RACI charts using Sharepoint 2013 to identify and specify roles and responsibilities.
• Adept in creating business & technical glossary documents by coordinating with the business users.
• Proficient in assisting and conducting various enterprise analyses like GAP analysis of AS-IS and TO-BE systems, SWOT analysis, Impact analysis, Goal analysis, Feasibility analysis, Risk analysis documents.
• Exposure in creating and calculating Discounted Cash Flow (DCF), Net Present Value (NPV), Internal Rate of Return (IRR), Average Rate of Return, Pay Back Period and Cost Benefit Analysis.
• Good understanding of middle office functions like Product Control and Functional Control.
• Strong working knowledge of OTC products like Forward Rate Agreements, MBS, CDO, CDS and FINRA regulations & Dodd-Frank Act. Good understanding of listed derivative products such as equity, commodity, fixed income and foreign exchange assets.
• Strong requirement analysis using Use Case Diagrams, Activity Diagrams, GUI screen mockups, Wireframes and Workflow analysis for Web Based Application Development.
• Assisted the UX designers by gathering and organizing necessary statistics from end users, created prototypes using mock-up screens and wireframes.
• Helped in enabling a rich UX experience by using various techniques such as prototypes, usability tests, interface designing, statistics gathering and organizing.
• Proficient in writing User Stories and handling the Requirements Churn in the Scrum Framework.
• Facilitated Sprint Ceremonies for each sprint in the Agile-Scrum Framework as a Scrum Master.
• Excellent understanding of Business process design/redesign. Ability to assess organization’s mission, strategic goals, and customers’ needs and break down the business processes into sub processes and tasks.
• Extensive experience in Unified Modeling Language (UML) and Business Process Modeling (BPM).
• Exposure in creating and understanding Process Flow Diagrams, Data Flow Diagrams and Entity Relationship diagrams.
• Good understanding in creating Conceptual/Logical data marts for the business requirements.
• Worked on Data Modeling to create/modify Logical and Physical Models (Information Engineering) using CA Erwin.
• Good knowledge in writing data dictionary for data models.
• Good understanding of client and server side validations and architecture.
• Adept in Microsoft Office tools like MS Excel, MS Visio, MS Access, MS Word and MS PowerPoint & IBM Rational (RequisitePro, Rational Rose) for documentation, analysis and presentation.
• Strong knowledge of Master Data Management (MDM), Data Warehousing concepts and Dimensional Modeling.
• Working knowledge of RDBMS and good knowledge of SQL queries and Transact SQL, PL/SQL procedures, functions and packages.
• Experience working in RDBMS & Data Warehouse projects assisting the Data analyst in preparing, mapping documents.
• Excellent understanding of data sourcing by screening sample data for quality, ability to join tables for desired output, understanding of data delivery and delivery mechanisms like FTP, messaging. Ability to use various data sources to compute data aggregations and optimizations.
• Excellent working knowledge of Informatica Powercenter Client Applications.
• Experience working in SOA framework, Ajax, SOAP, Web Services, WSDL and Client & Server Validations.
• Implemented all stages of development processes including Extracting, Transforming and Loading data from various business units and integration into Data Warehouse & Data Marts using Informatica Designer, Workflow Manager, Workflow Monitor, Repository Manager and Administration Console.
• Strong working knowledge of ETL tools like Informatica Powercenter and Microsoft SSIS.
• Strong experience in developing complex mappings using transformations like Unconnected and Connected Lookups, Router, Aggregator, Sorter, Joiner, Transaction Control, Filter and Update Strategy.
• Experience in creating Dashboard and Scorecard KPI’s using reporting tools like Tableau, Spotfire, SSRS, Qlikview, and MicroStrategy.
• Created side by side bars, Scatter Plots, Stacked Bars, Heat Maps, Filled Maps and Symbol Maps using Tableau according to deliverable specifications.
• Utilized Tableau to create prototype classification which assisted the development team in understanding how the portfolios were spread across the geography by grouping them based on asset class, strategy (Active/Passive).
• Experience in Blackbox Testing, Functionality Testing, System Testing, Integration, Regression Testing, User Acceptance Testing (UAT), Load/Stress Testing, and Performance Testing.
• Designed the test plans and test cases. Tracked and got the defects resolved to ensure that the quality levels were maintained.
• Knowledge of inter related web development techniques like XML, HTML, AJAX, JavaScript, CSS.
• Experience of working as a SCRUM MASTER for over 4 years.
• Excellent communication, interpersonal and presentation skills.
• Excellent team player.
• Result oriented and hard working with a desire to learn new technologies and undertake challenging tasks.
• Excellent knowledge of Retirement Management plans like Defined Benefit and Defined Contributions retirement benefit plans such as 401(k), 403(b), Thrift Savings plan, and 457 plans.
• Knowledge of various US regulatory submissions such as Treasury International capital forms like TIC B, TIC D, and FFIEC.
• Experience in securities middle and back office operations straight through processing (STP) platform for E2E automation of trade processing, settlement and position management.
• Knowledge of SWIFT operations, Depository Trust Company (DTC), FIX protocol, Front, Middle and Back office, Security Reference data and Pricing feed- Bloomberg, IDC.
• Understanding of Basel Accord Rating concepts like F-IRB, A-IRB, PD, LGD, EAD, Operational risk, Basic indicator approach, Standardized approach, AMA, Market risk, Duration, Value at risk (VaR) to calculate regulatory capital.
• Well versed with Risk Management ratings (Credit Risk, Consumer Credit, Market Risk, Reference Rate), Sarbanes Oxley Act (SOX), Regulatory reporting, Basel 2, Portfolio Risk Rating, Liquidity Risk Rating, Obligor Risk Rating, Statement Forecasting, Stress Testing.
• Strong concepts and understanding of Financing Structures, Financial Markets, Portfolio Management, Project Financing, Securities and their valuation, Capital Asset Pricing Model (CAPM), Discounted Cash flow Model (DCF), risks and returns.
• Strong knowledge of accounting concepts like accounts receivable, accounts payable, general ledger, budgeting, Balance sheet, Income statement, Cash flow statement, and Financial Reporting.

TECHNICAL SKILLS

SDLC Methodologies: Agile-Scrum, Waterfall, Rational Unified Process (RUP), Waterfall Scrum.

Requirements Management: JIRA, HP ALM, Version ONE, Rational RequisitePro.

Business Modeling Tools: IGrafx Flowcharter, MS Visio, Enterprise Architect, Rational Enterprise Suite, Balsamiq, Mock-up Screens, Wireframes, CA ERwin.

Business Skills: Change Management, JAD Sessions, Impact Analysis, Use Case Modeling, Business Process Modeling.

Microsoft Office: MS Excel (Pivot Tables, V-lookups, Macros), MS SharePoint 2010 & 2013, MS Word, MS Project, MS PowerPoint, MS Access, MS Office 365.

Databases: MYSQL, Oracle 9i, 10g and 11g (PL/SQL) and Microsoft SQL (T-SQL).

ETL tools: Informatica PowerCenter, Microsoft SQL Server Integration Services (SSIS), Datastage ETL.

Reporting Tools: Tableau, Spotfire, Microsoft SQL Server Reporting Services (SSRS), Microstrategy, Qlikview.

Testing Tools: JIRA, Bugzilla, HP ALM, HP Quality Center (QC), LoadRunner, Rational ClearQuest.

Languages: HTML, XML, JavaScript, CSS, AJAX, Microsoft VBA.

PROFESSIONAL EXPERIENCE

Confidential, Denver, Colorado

Sr Business Systems Analyst/ Scrum Master

Responsibilities:

• Analyzed the project’s business case to understand the customer needs.
• Actively Involved in Pre-Analysis of project with SME (Subject Matter Experts) and Developers.
• Captured and defined the vision and scope of the project in the Functional Requirements Document.
• Conducted Gap analysis to understand new business model and additional functionalities to be incorporated.
• Facilitated JAD sessions for better understanding and refining of requirements in coordination with multiple business units.
• Translated Business Requirements and translated them into System Requirement Specifications.
• Clarified and prioritized requirements by conducting brainstorming sessions with the stakeholders and SMEs.
• Prepare Project Requirements Document and Design Information Systems Business Solution.
• Documented business rules, business vision document, business glossary and implementation up to functional and technical specifications.
• Participated in Design walk-through with end users to baseline the business architecture.
• Worked with stakeholders to shortlist UI components.
• Worked with UX designers to provide rich UX experience by incorporating visual design, graphic arts, rapid prototyping, and creation of user tests.
• Trained the team in understanding and implementing the Agile-Scrum process as most the team members worked in different team centric methodologies.
• Managed product backlog items in response to changing customer needs using MoSCoW for reprioritization of user stories with the product owner’s inputs.
• Shadowed the product owner for providing clarification on user stories and the product for the development team.
• Utilized Office 365 to track project issues with the Issues Web Database, created a decision making workspace by using Sharepoint online and published the necessary documents throughout the project.
• Good understanding of various analyses like NPV, IRR and Cost-Benefit analysis from Project Manager and SME’s to predict the project’s success.
• Assisted in creating conceptual and logical data models using CA ERwin.
• Utilized SQL to query tables in retrieving the various predictor variable data stored in the system.
• Generated ad hoc SQL queries using joins, database connections and transformation rules to fetch data from the SQL server database systems.
• Confirmed source-to-target mapping using Informatica.
• Assisted in Designing extract, transfer and load (ETL) rules, standards and procedures.
• Used Tableau to give live demo of the projects and also to keep track of various projects. Created workbooks and Dashboards using calculated metrics for different visualization requirements.
• Created side by side bars, Scatter Plots, Stacked Bars, Heat Maps, Filled Maps and Symbol Maps according to deliverable specifications.
• Collaborated with the implementation team and provided guidance for the development/integration team.
• Reviewed development plans, quality assurance Test Plans, and user documentation to ensure correct interpretation of original specifications.
• Participated in defect review meetings with team members. Worked closely with product owner to record, track, prioritize and close bugs.
• Documented business rules for classes in middle tier application, and assisted in drafting agreements for various web methods and web services in XML format.
• Produced and managed documentation on release activities to support problem resolution.
• Reviewed and evaluated all the modules of the software before delivery to users to confirm meeting the standard criteria.
• Assisted in Data Mapping for server and client side integration.

ENVIRONMENT: Agile-Scrum, Tableau, SharePoint (2010), Microsoft Office, HP ALM v11.5, HTML, MS SQL, T-SQL, IIS web server, XML Spy, JIRA, Office 365, Enterprise Architect, CA Erwin, Loosely Coupled Architecture (SOA), UX, Informatica.

Confidential, Raleigh NC

Sr. Business Systems Analyst/ Scrum Master

Responsibilities:

• Worked with the Subject Matter Experts (SME’s), Wealth Managers, Project Manager and other stakeholders to understand the project’s business case.
• Gained extensive knowledge of Defined Benefit and Defined Contributions retirement benefit plans such as 401(k), 403(b), Thrift Savings plan, 457 plans, and total retirement outsourcing (TRO) so as to better understand the business’ requirements.
• Studied the current process and formalized the future state by going through scope documents and performed GAP analysis.
• Created As-Is and To-Be process diagrams using MS Visio.
• Responsible for gathering requirements based on the client specification, creating BRD and FRD to document all scenarios.
• Used JIRA for gathering requirements and traceability.
• Conducted business analysis, project assessment and feasibility determination.
• Worked with the project manager to estimate best/worst case scenarios, track progress with daily updates and estimates of work remaining using sprint burndown charts, conducting informal meetings ad hoc and as needed.
• Overlooked scripting of Client Side Validation and Server Side Validation to ensure inclusion of functionalities.
• Assisted the UX designers by gathering and organizing necessary statistics from end users, created prototypes using mock-up screens and Igrafx Flowcharter.
• Work with the project manager to plan and organize project activities and to communicate with other business center managers and stakeholders of the project.
• Interacted with various cross-functional teams on building use case diagrams, and understanding expense and revenue stream.
• Conducted various scrum meetings and was responsible for time boxing the sprints and maintain the velocity of the team.
• Used Spotfire to create Dashboards, KPI’s, visual analytics, predictive and prescriptive analytics.
• Created a map of financial portfolios by asset class, strategy, and geography for prototyping purposes using Spotfire.
• Worked with subject matter experts (SME) to define User Acceptance Test scenarios.
• Assisted QA team in creating Test Cases and performed User Acceptance Testing.
• Worked on issue tracking and sprint planning with HPALM.
• Used LOADRUNNER and overlooked the scripting to make sure all the requirements are satisfied. Also monitored the result in the control module.
• Conducted workshops to understand requirements for the Financial Data Warehousing (FDW) Design. Used SQL queries to extract data from the warehouse.
• Extensively used Informatica and data warehouse to map data coming through different input sources to the target data-marts.

Environment: Scrum, Mock-up screens, IGrafx Flowcharter, MS Office (MS Word, MS Excel, and MS PowerPoint), MS Visio, MS SharePoint, UML, Spotfire, SQL, PL-SQL, Oracle 11g, UAT Testing, JIRA, HPALM, HP QC, and LOADRUNNER, JavaScript, JSP, JAVA, Informatica, OOPS.

Confidential, Cincinnati, Ohio

Sr. Business Systems Analyst/Scrum Master

Responsibilities:

• Participating in JAD sessions with Subject Matter Experts (SME) to gather requirements and document them.
• Assisting in creating the Product Backlog by working closely with the Business Owner.
• Developed business modeling, iterative progress using Agile-Scrum Approach. Working collaboratively with various teams and Product Managers on-site and off-site at different stages of the project to document the requirements and acceptance criteria.
• Involved extensively in feasibility studies, data analysis, gap analysis and risk analysis.
• Well versed with Basel 2 Risk Management Ratings like Portfolio Risk Rating, Liquidity Risk Rating, Obligor Risk Rating, Statement Forecasting, and Stress Testing.
• Excellent knowledge of Internal Ratings-Based Approach (IRB) for calculating Regulatory Capital.
• Facilitating meetings for the sign off of the requirements and acceptance criteria by the senior management.
• Designed User Interfaces (UI) Mockups for the various in-scope source systems.
• Involved in daily scrum meetings and implemented Scrum methodology.
• Experience in Gap Analysis of the AS-IS and TO-BE processes to identify and validate the requirements.
• Worked with the Developers to assist in the completion of the technical application design.
• Experience in documenting the Data Elements Grid Matrix and Requirements Traceability Matrix.
• Scripted rules for Data Validation.
• Confirmed source-to-target mapping using Informatica.
• Assisted in Designing extract, transfer and load (ETL) rules, standards and procedures.
• Conducted workshops to understand requirements for the Credit Risk Data Warehousing (CRDW) Design. Used SQL queries to extract data from the warehouse.
• Working closely with the off-shore development and QA teams for reviewing and clarification of requirements to arrive at a mutual acceptable level.
• Performing the approval of the Acceptance Criteria and review of the inconsistent data delivered by the QA team.
• Working collaboratively with Product Manager, Developers and QA teams in bi-weekly Sprint Demo sessions.
• Worked on issue tracking and project planning with JIRA.
• Built test plans based on functional specifications and designs for unit, system integration and wrote the user acceptance testing plan.
• Performed UAT and regression testing of the application services using HP ALM.

Environment: Scrum, SQL Server, Informatica, MS Office (MS Word, MS Excel, MS PowerPoint, MS Visio), GAP Analysis, UML, JIRA, HP ALM, HP QC, Functional Testing, Regression Testing.

Confidential

Business Analyst

Responsibilities:

• Defined scope, objects, goals, risks, produced business requirements and got them approved.
• Analyzed business needs/requirements.
• Good understanding of Brokerage service operation departments like Trade Comparison, Clearance and Settlement and Account Maintenance Activities.
• Studied system feasibility and provided information to the stakeholders with benefits, cost savings and risks.
• Conducted Joint Application Development (JAD) sessions with business user subject matter experts (SME’s) to collect requirements.
• Prepared AS-IS and To-BE business process flow diagrams using MS Visio.
• Assisted in formulating testing documents like Test Plans, Test Cases and Test summary report.
• Communicated directly with Clients to understand their business needs and to resolve business issues.
• Analyzed cross-functional applications and met requirements for MIS reporting of cancellations, corrections and amendments performed on the existing systems.
• Performed analysis and design of product enhancements for rollout of the new application and established a business analysis methodology around the Rational Unified Process.
• Participated in the development of controls and workflows to meet new business requirements, productivity enhancements and regulatory changes.
• Played a key role in the planning, User Acceptance Testing and implementation of system enhancements and conversions.
• Worked with SQL queries to extract application data to perform application validations.

Environment: UML, RUP, SQL Server, SDLC, Rational Requisite Pro, Rational Rose, Spotfire, MS Office, MS Project, MS Visio.

Confidential

Business Analyst

Responsibilities:

• Defined scope, objects, goals, risks and produced project charter as per the business requirements.
• Conducted Joint Application Development (JAD) sessions with business user subject matter experts (SME’s) for requirement gathering.
• Prepared AS-IS TO-BE requirement, technical business rules documents for the understating of developers, stakeholders.
• Assisted data integration test cases, review test results and provided analysis for the same.
• Assisted in formulating testing documents like Test Plans and Test summary report.
• Communicated directly with Clients to understand their business needs and to resolve business issues.
• Worked with SQL queries to extract application data to perform application validations.
• Created Dashboard and Scorecard KPI’s using Qlikview.

Environment: RUP, Qlikview, Rational Rose, Clear Quest, Microsoft Project, MS excel, MySQL.

Confidential

Business Analyst

Responsibilities:

• Implemented the project in Waterfall environment.
• Interacted with the customers and internal stakeholders to gather user requirements and their expectations from the system.
• Involved in analyzing Business Requirements and developing System Specifications.
• Analyzed monthly/quarterly performance against plans and forecast and recommended corrective actions.
• Involved in rigorous load testing using LoadRunner.
• Assessed business priorities, and advised business units on risks and Cost-Benefit analysis.
• Used Rational Rose to generate various UML Diagrams.
• Organized cross training of team members and users to become more responsive.
• Participated in the development and preparation of the Test Plan with the testing team as well as ensuring testability, reliability, usability, maintainability and performance of the application.
• Involved in incident reporting and change and configuration management procedures using Clear Case.
• Ensured that the modifications suggested by the users were incorporated into the application.
• Formed a bridge between the Project Manager and different teams with effective presentations.

Environment: Waterfall, Load Runner, UML, Clear Case, MS Access, MS Office, ASP, SQL Server, Visual Studio.