SUMMARY

• Overall 8+ years of experience as a Business Analyst/Business Systems Analyst utilizing the power of SQL for data analysis 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 to understand the business process flow, document the business requirements and identify potential enhancements.
• Exceptional skills in various elicitation techniques like Requirements Workshop, Joint Application Development (JAD) Sessions, Observation, Interviews, 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 project’s phases and verifying adherence to Requirements Traceability Matrix (RTM).
• Involved in business process re-engineering (BPR) of existing data 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 and 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.
• 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.
• Strong Business and Database understanding of the Wealth Management (Retirement Planning/Defined Contribution) Domain.
• Working knowledge of RDBMS and very strong knowledge of SQL querying using T- SQL, Oracle SQL, PL/SQL Procedures, functions and packages.
• Experience working in RDBMS & Data Warehouse projects assisting the Data/SQL Server Developer analyst in preparing, mapping documents.
• Strong in Excel PIVOT TABLE, lookup and reference functions (VLOOKUP, HLOOKUP, TRANSPOSE, INDEX, RANGE), statistical and database functions (COUNT, COUNTA, COUNTIF, COUNTBLANK, MIN/MAX), date and time functions (DATE, DAY, DAYS360, NOW, WORKDAY, TIME VALUE), math/trig, text and logical functions (SUM, SUMIF, SUMIFS, IF, IFERROR, AND, OR, SUBTOTAL, AVERAGE, RAND, ROUND, FIND/REPLACE, RIGHT, LEFT, LEFTB, TRIM, CONCATENATE, TEXT TO COLUMNS), CONDITIONAL FORMATTING, GRAPHS/CHARTS.
• Strong requirement analysis with the application of various techniques like Use Case Diagrams, Activity Diagrams, GUI screen mockups, Wireframes and Workflow analysis for Web Based Application Development.
• Proficient in writing User Stories, Specific Data Requirements for all the metrics 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.
• Good Knowledge 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.
• Strong experience in Business and Data Analysis, Data Profiling, Data Migration, Data Integration and Metadata Management Services.
• Good experience in Data Modeling with expertise in creating Star & Snow-Flake Schemas, FACT and Dimensions Tables, Physical and Logical Data Modeling using Erwin.
• Ability to transform the business requirements into Conceptual/Logical data marts. Worked on Data Modeling to create/modify Logical Models using CA Erwin.
• 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.
• Experience working in SOA framework, Ajax, SOAP, API Web Services, JSON, WSDL and Client & Server Validations.
• Experience in understanding Stored Procedures, Stored Functions, Database Triggers, and Packages using PL/SQL.
• Strong understanding of complex ETL mappings which use transformations like Unconnected and Connected Lookups, Router, Aggregator, Sorter, Joiner, Transaction Control, Filter and Update Strategy on Informatica PowerCenter.
• Experience in creating Dashboard and Scorecard KPI’s using reporting tools like Tableau, SSRS and Qlikview.
• Created side by side bars, Scatter Plots, Stacked Bars, Heat Maps, Filled Maps and Symbol Maps using Tableau according to deliverable specifications.
• Assisted Quality Analyst in various testing procedures like Blackbox Testing, Functionality Testing, System Testing, Integration, Regression Testing, User Acceptance Testing (UAT), Load/Stress Testing, and Performance Testing.
• Reviewed and signed off test plans and test cases. Tracked and got the defects resolved in a timely manner 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 an Agile Business Analyst/Scrum Practitioner for over 4 years.
• Strong communication, interpersonal and presentation skills.
• Excellent team player.
• Result oriented and driven individual with a very strong interest in learning new technologies, Domain knowledge enhancement through constant reading & improvement, and undertaking challenging and often driving the tasks to create business value.
• Excellent knowledge of Retirement Management Solutions like Defined Contribution retirement benefit plans such as 401(k), 403(b), and 457 plans.
• Utilized DST’s SmartDesk for the Plan Health project to verify the data against the SQL queries written for the project’s metrics.
• Strong conceptual understanding of Plan Health Project’s Metrics like Participation Rate, Plan Assets, Asset Allocation, Average Participant Account Balance, and Plan Design.
• Willing to pursue the CFA Charter Examinations for domain knowledge enhancement.
• Knowledge of statistical techniques to carry out Null Hypothesis testing, Linear Regression, Nonlinear Regression, Logistic Regression and Variance analyses for Historic Real Estate Data.
• Well versed with Reference data, trade data management, Risk Management ratings (Credit Risk, Market Risk, Reference Rate), Sarbanes Oxley Act (SOX), Regulatory reporting, Basel 2, Portfolio Risk Rating, Liquidity Risk Rating, Obligor Risk Rating, Stress Testing, Value at Risk (VaR), Conditional Value at Risk (CVaR).
• In-depth understanding of Banking and risk management and experience in implementing Capital or Liquidity regulatory framework for banks (Basel III and Dodd Frank Stress Tests).
• Strong concepts and understanding of Financing Structures, Financial Markets, Portfolio Management Concepts, Project Financing, Securities and their valuation, Capital Asset Pricing Model (CAPM), Discounted Cash flow Model (DCF), Risk, Volatility and Returns.
• Experience in securities middle and back office operations straight through processing (STP) platform for E2E automation of trade processing, settlement and position management.

TECHNICAL SKILLS

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

Requirements Management: ScrumWise, Rally, JIRA, HP QC, Version ONE, Rational RequisitePro.

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

Business Skills: Requirements Churn/Change Management, Domain Knowledge Enhancement, Constant Planning and Realignment, Interviewing, Independent Research, JAD Sessions, Backlog Grooming Meetings, Business Value understanding and Reprioritization, Takeaways/Lessons Learned, Use Case Modeling, Business Process Modeling.

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

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

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

Reporting Tools: Excel, Tableau, Spotfire, Qlikview.

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

Web Development Environment: HTML, XML, JavaScript, CSS, AJAX, JSON, REST API.

PROFESSIONAL EXPERIENCE

Confidential, Philadelphia PA

Sr Agile Business Systems Analyst

Responsibilities:

• Worked with the Product Owner, Technical Managers and Executives, Subject Matter Experts (SME’s), Account Managers, Scrum Master/Project Manager and other stakeholders to understand the project’s scope and business value.
• Gained and improved upon the existing knowledge of Defined Contributions retirement benefit plans such as Confidential ’s Alliance Plans, 401(k), 403(b), 457 plans so as to better understand the business’ requirements.
• Understood the various screens of DST’s SmartDesk relevant to the Plan Health Project Metrics by going through various documents provided by DST for initial plan set-up, screens explanation at Plan level and at Participant Level.
• Studied the current process to document requirements and formalized the future state by going through scope documents, Data Architecture documents, Existing Technical Specs (Macros) and performed GAP analysis on the systems and identified the necessary system enhancements.
• Responsible for gathering requirements based on the Product Owner’s Priority, creating User Stories and Specific Technical/Data Requirements to document effective solutions for all of the metrics.
• Extensive data cleansing and analysis, using pivot tables, formulas (v-lookup and others), data validation, conditional formatting, and graph and chart manipulation.
• Facilitated the Product Owner with data capabilities, thereby, giving him the necessary information to enhance and reprioritize the Backlog Items which ultimately led to business value.
• Assisted the Product Owner on conversations with various cross-functional members of the organization to drive the tasks for future database solutions. Got the approvals from Data Architects for pulling in data from external vendor.
• Utilized ScrumWise and Sharepoint Website for gathering requirements and traceability.
• Conducted business analysis, project’s database assessment and feasibility determination.
• Worked with the project manager to estimate best/worst case scenarios for each of the underlying tasks, tracked progress with discussion on the daily standup calls and estimates of work remaining using sprint burndown charts and intuition, conducted informal meetings as and when necessary.
• Worked with the Project Manager to plan and organize project activities and to effectively communicate with other business center managers and stakeholders of the project.
• Conducted various scrum meetings and was responsible for time boxing the meetings, track the velocity and plan for uncertainties.
• Conducted workshops, meetings, Comprehensive Independent Research to understand requirements for the Plan Health Database solutions. Extensively used the SQL Querying language on the Defined Contribution Data Warehouse (DCDX) to extract data for the Plan Health’s metrics.
• Identified enhancements and updates for existing requirements by doing a thorough database analysis by creating the logic for running extensive SQL queries for all possible scenarios at Participant, Fund, Money Type, Transaction Reason and Plan levels.
• Created Technical specifications documents based on the functional design document for the ETL coding to build the data mart.
• Worked on daily basis with lead Data Warehouse developers to evaluate impact on current implementation, redesign of all ETL logic.
• Worked with various members of different projects to help establish future ETL processes to gather data which was necessary for future consumption. To do this, reached out to teams within Confidential Financial Group working on PowerSelect DataBase and teams working with DST’s TRAC database and SmartDesk Enhancement team members.
• Worked with internal architects in the development of current and target state data architectures. Reverse engineered all the Source Database's using Erwin.
• Verified the Informatica transformation mappings for data coming through various source tables to the target tables.
• Assisted QA Lead in creating Test Cases and Test Plan for Backend ETL testing.
• Worked on defect tracking using HPQC for reviewing the test cases and test case pass percentage.
• Participated in defect review meetings with team members. Worked closely with product owner to record, track, prioritize and close bugs.
• Worked with subject matter experts (SME) to define User Acceptance Test scenarios and approval sign offs for Data/ Technical Requirements.

Environment: Agile, MS Office (MS Word, MS Excel, and MS PowerPoint), MS Visio, MS SharePoint, UML, Erwin, SQL, PL-SQL, Oracle 11g, ScrumWise, HP QC, JavaScript, JSON, JAVA, Informatica, SmartDesk, PowerSelect, DCDS and DCDX.

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 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.
• Used Rally tool to manage Scrum artifacts and team performance.
• Managed product backlog items in response to changing customer needs using MoSCoW for reprioritization of user stories.
• 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.
• Assisted in Data Mapping for server and client side integration.
• Utilized SQL to query tables in retrieving the data from various data marts.
• 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 by applying multiple transformations using the Workflow manager and monitor.
• 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.
• 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.

ENVIRONMENT: Agile-Scrum, Rally, Tableau, SharePoint (2010), Microsoft Office, HP ALM v11.5, HTML, MS SQL, T-SQL, IIS web server, XML Spy, 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.
• 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.
• 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.

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

Responsibilities:

• Participated in JAD sessions with Subject Matter Experts (SME) to gather requirements and document them.
• Acted as a business liaison to the markets group by collaborating with the analytics team to determine data and technology challenges and with Technology service providers to define and deliver appropriate solutions.
• Performed analysis/trending studies on Security Master Exception Reports in efforts to refine and adjust Data Quality rules.
• Explored data quality of existing and future data stores through analysis of reference data, quote data, and trade data from vendors such as Capital IQ, Bloomberg and Thomson Reuters.
• Profiling, QA, UAT and data integrity testing exercises in Golden Source data tables (reference and other data) and proprietary Time Series Database using Informatica Data Analyst.
• In-depth understanding of Banking and risk management and experience in implementing Capital or Liquidity regulatory framework for banks (Basel III and Dodd Frank Stress Tests).
• 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 Dodd Frank Act, Basel Risk Management Ratings like Portfolio Risk Rating, Liquidity Risk Rating, Obligor Risk Rating, Statement Forecasting, and Stress Testing.
• Experience & Solid understanding of Liquidity Risk functions such as Cash flows, Haircuts, Liquidity assets eligibility assessment. Knowledge of LCR rules, liquidity stress testing and Regulatory reporting ( 2052a/5G).
• Enhanced requirements for operational deposit model under LCR requirements, deposit run-off assumptions for internal liquidity stress testing.
• 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 Data Warehouse Design.
• 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, Golden Source, 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.
• 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.