SUMMARY

• 8 years of Industry experience as a Business Analyst with solid understanding of Business Requirements Gathering, Evaluating Data Sources, Translating Requirements into Specifications, Application Design.
• Extensive experiences in Investment Banking projects specialized in Securities Trading (stock trading, fixed income trading, and derivatives trading), wealth management and risk management.
• Extensive experience in developing applications using Struts Framework and different J2EE design patterns.
• Proficient in Technical and Business Writing, Business Process Flow, Business Process Modeling, Business Analysis and Testing various methodologies.
• Good comfort level with Capital Markets, Money markets, Trading Systems, Derivatives (Strong in Options), Equities, Fixed Income, US government Treasury Securities (T - Bills, T-Bonds and T-Notes), Municipal Bonds, Stocks Trading Cycle, Margin Requirement, Mark to Market, Hedge Funds.
• Expertise in Project Management i.e. Project Scoping, Planning, Estimating, Scheduling, Organizing, Directing, Controlling, Budgeting and Drafting Remedy Procedures.
• Experience in facilitating Joint Requirement Planning (JRP) sessions with Business User Groups, conducting Joint Application Development (JAD) sessions with IT Groups and Conflict Management with Project team members.
• Experience with data migration (ETL development), document data manipulation processes and scripts
• In depth knowledge Rational Unified Process (RUP) methodology, Use Cases, Software Development Life Cycle (SDLC) processes, Object Oriented Analysis and Design (OOA/D).
• Strong understanding of project life cycle and SDLC methodologies including RUP, RAD, Waterfall and Agile.
• Competent in Creating Unified Modelling Language (UML) diagrams such as Use Case Diagrams, Activity Diagrams, Class Diagrams and Sequence Diagrams.
• Extensive experience in developing Use Cases, creating Screen Mockups, conducting Gap Analysis and Impact Analysis, SWOT analysis, Cost Benefit Analysis, Risk Analysis.
• Facilitated Change Management across entire process from Project conceptualization to Testing through Project Delivery, Software Development and Implementation Management in diverse Business and Technical Environments.
• Responsible to Track, Document, Capture, Manage and Communicate the Requirements using Requirement Traceability Matrix (RTM) which helped in controlling numerous artifacts produced by the teams across the deliverables for a project
• Involved in Test Planning, Test Preparation, Test Execution, Issue Resolution and Report Generation to assure that all aspects of a Project are in Compliance with the Business Requirements.
• Strong experience in conducting User Acceptance Testing (UAT) and documentation of Test Cases. Expertise in designing and developing Test Plans and Test Scripts.
• Interface with clients from Operations, Marketing, Sales, Technologies, and Outside Vendors and act as their customer interface point as the lead of the Projects.
• Highly motivated team player with excellent Interpersonal and Customer Relational Skills, Proven Communication, Organizational, Analytical, Presentation Skills, and Leadership Qualities.

TECHNICAL SKILLS

Programming Languages: C, C++, C#, VC++, VB, VB.NET, C#.NET, ASP.NET, Java, SQL, PLSQL

Operating Systems: UNIX, Windows 95/98/NT/2000/XP, Linux.

Databases: MS-Access, MySQL, SQL Server, Oracle, Teradata, DB2, Sybase

Application Servers: IBM Websphere, ATG Dynamo, BEA WebLogic.

Internet: HTML, XML, VBScript, ASP, JavaScript, JSP, J2EE.

Automation Tools: MS Visio, Rational Rose, Rational ClearCase, Rational RequisiteProDocumentum, Caliber RM, DOORS, Sharepoint

Bug Tracking Tools: Mercury TestDirector, Rational ClearQuest

Utility Tools: MS Office Suite, MS Project, TOAD, Adobe Photoshop

Reporting Tools: Crystal Reports, SQL Server Reports (SSRS)

Data warehousing Tools: Informatica, Business Objects, Cognos, Erwin

Testing Tools: Quick TestPro (QTP), TestDirector, WinRunner, LoadRunnerNiku Project WorkBench

PROFESSIONAL EXPERIENCE

Confidential, Pittsburg PA

Business Analyst

Responsibilities:

• Interviewed Business Users to gather Requirements and analyzed the feasibility of their needs by coordinating with the project manager and technical lead.
• Prepared Business Requirement Documents (BRD’s) after the collection of Functional Requirements from System Users that provided appropriate scope of work for technical team to develop prototype and overall system.
• Provided inside sales support to foreign exchange traders by assisting in trade entry, settlement information entry, and new client documentation
• Provided metrics design leadership for the EDM Data Maturity Model for Financial Institutions
• Continued call Center reporting enhancements with integration from CCE to Microsoft Dynamics CRM for screen pop and to insert calling/called party information into customer record
• Wrote specifications for data feeds to the general ledger to record post-trade execution data and to create quarterly balance sheets from the general ledger
• Worked with data migration (ETL development), document data manipulation processes and scripts
• Worked as a business analyst to build enterprise reporting system to support Risk Analysis, Securities and their Valuation, Asset Management, risks and returns, Bond Pricing, MBS, ABS, Derivatives (repos, interest rate swaps), Money Market Instruments and used strong knowledge of financial statements, cash flow, Financing Structures, Capital Management, Portfolio Analysis, Budgeting, trade capture application, risk management, and Investment Accounting.
• Excelled in foreign and emerging markets hedging, accounting solutions, OTC currency overlay programs and risk management. Conceived and directed the Global Cash Management foreign exchange marketing initiative.
• Effective EDM usually includes the creation, documentation and enforcement of operating policies and procedures associated with change management
• Responsible for business units consolidated general ledger inclusive of preparation month end closing, including adjusting, closing and balancing accounts, journal entries, account reconciliations, inter-company analyses, and balance sheet, income statement, and cash flow analyses
• Acquired extensive knowledge of financial products, services & terms during day-to-day tasks, such as - Exchange Traded Derivatives (Futures, Options, Single Stock Equities, Commodities & FX Currency)
• Deep understanding of various investment alternatives for portfolio such as equities, treasury and corporate bonds, debentures, derivatives (futures, forwards and options), commodities, private equity, real estate, hedge funds and venture capital.
• Reviewed and streamlined existing CRM processes, information, and data requirements to ensure accurate adoption metrics reporting. Deactivated users to release licenses.
• Managed software artifacts for the suite of investment products such as Online Banking and Brokerage, BIDS, Insurance etc
• Followed SDLC (Software Development Life Cycle) to validate EDM system.
• Report transactions involving regulated futures or foreign currency contracts on an aggregate basis.
• Responsible for business system analysis of customizing the BPS Risk Management product with involvement through the whole SDLC
• Identify business rules for data migration and Perform data administration through data models and metadata.
• Designed custom application in .NET Framework and SQL Server 2000 to communicate trade information between the Sungard and mainframe system (BETA) using XML.
• Developed detail class diagrams and sequence diagrams using Rational Rose XDE implementing J2EE patterns in UML design.
• Continued call Center reporting enhancements with CTI integration from CCE to Microsoft Dynamics CRM for screen pop and to insert calling/called party information into customer record
• Incorporated the Request for Proposal (RFP) functionality in the application to allow submission for proposal of specific commodities and/or services.
• Acted as the Business Analyst to integrate the Sungard reconciliation system as per Business requirements.
• Collaborated with Basel II team on credit risk analysis and issue resolution.
• Worked in detailed design for the use cases and developed detail class diagrams and sequence diagrams using Rational Rose implementing J2EE patterns in UML design.
• Worked on Risk analysis, Securities (Stocks and corporate bonds) and their valuation, Portfolio Management (risks and returns) and analysis, Asset Allocations Bond pricing, Financial Derivatives, Cash flows, financing structure, Capital Management, Stock Valuation, Amortization, etc
• Evaluated Competitors offerings and products including fixed income and derivatives
• Involved depth understanding of Credit Risk management for the application
• Interacted with users for verifying User Requirements, managing Change Control Process, updating existing Documentation
• Conducted UAT to confirm that all derivative products can be successfully processed through stages of the trade life cycle
• Business Intelligence reports development efforts by working closely with Microstrategy, Teradata, and ETL teams
• Facilitated the User Acceptance Testing (UAT) with Pega System Administrators and Business Users, documented any issues or defects and eventually got sign off from the right parties.
• Created relationships in Requirement Traceability Matrix linking Business Requirements to Functional requirements and Functional Requirements to Systems Requirements.
• UAT testing performed along with call centre managers to make sure that application meets their requirements.
• Developed strategies with Quality Assurance group to implement Test Cases in Mercury Test Director for stress testing and UAT (User Acceptance Testing
• Led and conducted JAD sessions for requirements gathering, analysis and design of the system.
• Developed and Documented timelines for Project Delivery, and managed Projects and Resources to successful completion.
• Prepared graphical depictions of Use Cases, Use Case Diagrams, State Diagrams, Activity Diagrams, Sequence Diagrams, Component Based Diagrams, and Collateral Diagrams and creation of technical design (UI screen) using Microsoft Visio.
• Worked on Documentum for Version Controlling, to maintain up to date changes in the Documents.
• Assisted to develop the Test Plan, Test Cases and Test Scenarios to be used in testing based on Business Requirements, technical specifications and/or product knowledge.
• Conducted User Acceptance Testing, gathered and documented User Manuals and Business Rules

Environment: Microsoft Office Suite, Microsoft Visio, Documentum, Windows NT/XP, Oracle, SQL, SQL Server, Sybase, EVPN, RUP,VBScript, Dreamweaver, Sharepoit,Adobe Photoshop, Caliber RM MIS-IP, C#. NET, ASP.NET, UNIX, Business Objects, TestDirector, LoadRunner.

Confidential, Minneapolis, MN

Business Analyst

Responsibilities:

• Analysed User Requirement Document, Business Requirement Document (BRD), Technical Requirement Specification and Functional Requirement Specification (FRS).
• Generated requirements for Capital Markets - Fixed Income Investment Management Business, Portfolio Management, Hedge funds, corporate actions, Brokerage and Trading Model within the scope of both the Front and Middle Office.
• Seller of foreign exchange products (Spots, Forwards, Swaps, and Options) and services to business banking and middle market clients.
• Developed data conversion strategy for data migration from legacy systems to Technology product modules.
• Deep understanding of various investment alternatives for portfolio such as equities, treasury and corporate bonds, debentures, derivatives (futures, forwards and options), commodities, private equity, real estate, hedge funds and venture capital.
• Effective enterprise data management addresses the source of data problems like these, but it doesn’t stop there. EDM also helps manage data across its entire lifecycle.
• Extensively used Visual Basic to create macros in order to make data migration testing more useful and compared results from the legacy databases to the new CRM database.
• Worked with the SME, Tech Lead and 3rd party vendors in gathering requirements and data transaction information related to Capital Markets - Online Brokerage, IVR trading, Conventional Brokerage, Orders, Trades Executed and SPS Orders for reinvestment agreement to write global specs.
• Developed Global Financial Market expertise in interest rates, futures, options, commodities, equities and other financial instruments, and in the use of risk management software and services.
• Conducted market research and analysis in Capital Markets consisting of Stock Market and Bond Market
• Prepared for GAP Analysis; identified and documented improving areas to meet capital requirement regulations.
• Used the guidelines and artifacts of the Rational Unified Process (RUP) to strategize the Implementation of RUP effort in different iterations and phases of the Software Development Life Cycle.
• Core responsibility involved complete manually testing of the User Acceptance Test (UAT)
• Coordinated various kinds of User Acceptance Testing (UAT) including regression testing, system testing, integration testing, functional testing, alpha & beta testing.
• Strong banking and financial domain knowledge including Customer and Investment banking systems like forex, commodities, Indexes and stock management.
• Created UAT plans with several test cases for each project to ensure that the system runs smoothly after the proposed enhancements or changes have been made.
• A comprehensive EDM solution includes capabilities in profiling, cleansing and monitoring to improve data quality; metadata (data about data) to ensure consistent definitions and usage; data governance to provide ongoing oversight and enforcement of standards and procedures; retention and security to support accessible and secure data; and master data management.
• Coordinated testing efforts between SunGard and the client.
• Followed a structured approach to organize Requirements into logical groupings of essential Business Processes, Business Rules, and Information needs that insures any Critical Requirements are not missed
• Discussed with SMEs across different businesses units to gain solid knowledge of the existing Credit Risk Calculation System and assisted in preparing an advanced Risk Assessment and ROI Management.
• Responsible for business system analysis of customizing the BPS Risk Management product with involvement through the whole SDLC
• Developed multiple Functional Requirements defiantion (FRD) documents using the Microsoft standard structure and format (business sections only)
• Followed the UML based methods using Microsoft Visio to create: Use Cases Diagrams, Activity Diagrams, State Chart Diagrams, Sequence Diagrams and Collaboration Diagrams.
• Prepared Logical Data Models that contains set of Entity Relationship Diagrams and Data Flow Diagrams and supporting documents and descriptions of the Relationships between the data elements to analyze and document the Business Data Requirements.
• Conducted JAD sessions with management, SME, vendors, users and other stakeholders for open and pending issues.
• Worked extensively with the QA team for designing Test Plan and Test Cases for the User Acceptance Testing.
• Responsible for providing analytical support in the Design, Development and Implementation of Project.
• Verified the Business Scenarios on new builds to allow extended testing by the QA team.

Environment: Rational Enterprise Suite (Rose, ClearCase, ClearQuest), RUP, Visual Basic, SQL, SQL Server, Oracle, C#.Net, WebLogic, IPFR Services, HTML, UNIX, DreamWeaver, Adobe Photoshop, Windows Forms, Web Forms, LoadRunner, WinRunner, DOORS, Project Management.

Confidential, Cleveland, OH

Business Analyst

Responsibilities:

• Conducted one to one interviews with Portfolio Manager to gather Business Requirements and was involved in the documentation of Business Requirement Documents.
• Wrote specification to implement application feed for trade-processing lifecycles from pre-trade analysis to post-trade risk management, settlement and regulatory compliance with SunGard's Capital Markets and Investment Banking solution
• Involved in data migration design so that the data can be exchanged from other systems in standard ACORD XMLife standards
• Assisted the Project Manager in setting realistic Project expectations and in evaluating the impact of changes on the organization and plans accordingly and conducted Project related presentations.
• Identified internal and external system Requirements, design and configuration set-up.
• Developed strategic partnerships with the Business units to develop a solid knowledge base of the Business line, including the Business Plan, Products, and Process.
• Worked with SMEs to understand various assets and security classes, exchange traded derivatives (such as futures, options on futures, equity options and index options), OTC derivatives (such as interest rate swaps, swaptions, credit default swaps and total return swaps) and portfolio allocation and management.
• Worked with FAs and RAs to conduct Credit Risk Measurements like calculation of RWA (Risk Weighted Asset).
• Translated the Business needs into system Requirements, communicating with the Business on a broader scale and with an in-depth view.
• Wrote test scripts for User Acceptance Testing (UAT).
• Participated in UAT and worked with Mercury Quality Center for bug and defect tracking.
• Involved actively in determining the quality and quantity of data to be provided for UAT.
• Conducted JAD sessions for communicating with Stakeholders and Project directors.
• Designed and developed Project document templates based on SDLC methodology.
• Developed Business Requirement Document as well as High-Level Project Plan.
• Functioned as the primary liaison between the Business line, operations, and the technical areas throughout the Project Cycle.
• Participated in the Logical and Physical Design sessions and developed Design Documents.
• Worked with developers to make sure that they understood the Use Cases.
• Designed and implemented basic SQL queries for QA Testing and Report / Data Validation.
• Partnered with the Technical Areas in the research and resolution of System and User Acceptance Testing.
• Worked with Quality Control Teams to develop Test Plan and Test Cases.
• Develop User Manuals, and Training Manuals as per Project Specifications and timelines.

Environment: Microsoft Office Suite, MS Visio, Windows XP, DreamWeaver, SQL, PLSQL, XML, VB, ASP, UNIX, Crystal Reports, Adobe Photoshop, Mercury TestDirector, WinRunner, LoadRunner

Confidential, Boston, MA

Business Analyst

Responsibilities:

• Performed GAP Analysis to analyze the current system and worked with internal users to help define system requirements.
• Defining requirements for product control and risk management end of day feeds.
• Facilitated various JAD sessions with development architects and business leads to develop both high-level and detailed application architecture to meet business needs
• Introduced Agile and RUP methodologies to reflect liquid nature of front-office improving time-to-market
• Analyzed and prioritized user and business requirements as system requirements that must be included while developing the software.
• Acquired extensive knowledge of financial products, services & terms during day-to-day tasks, such as - Exchange Traded Derivatives (Futures, Options, Single Stock Equities, Commodities & FX Currency)
• Performed Data mapping, logical data modelling, created class diagrams and ER diagrams and used SQL queries to filter data
• Responsible for scheduling meetings with users, SMEs and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.
• Worked collaboratively with the User Group, User Experience Analysts, and System Analysts to help document custom and system modifications.
• Developed Traceability Matrix for maintaining/updating current and new system requirements using MS Excel.
• Performed GAP Analysis to analyze the current system and worked with internal users to help define system requirements.

Confidential, New York, NY

Business Analyst

Responsibilities:

• Met with stakeholders and users to review / manage expectations and identify opportunities to improve ROI.
• Proactively prepared RASCI Charts and Cross-Functional Flowcharts using MS Excel 2003 and MS VISIO 2003 respectively.
• Used Agile Software Development process viz. Scrum, as this was a time bound project.
• Facilitated JAD sessions with end users, development and QA teams.
• Responsible for business system analysis of customizing the BPS Risk Management product with involvement through the whole SDLC
• Authored Business Requirements Document BRD with project teams. Extracted, discussed, and refined business requirements from business users and SME’s.
• Prepared Use cases and Activity flow diagrams and Work flow diagrams, considering the scope of the project with MS VISIO 2003.
• Created and managed Project Templates, Use Case Project Templates, Requirement Types and Traceability Relationships in RequisitePro.
• Apply UML notations and methodology in developing models that accurately represent the business process and workflows and clearly communicate them to the stakeholders.
• Assured that all Artifacts are in compliance with corporate AGILE Policies and guidelines.
• Assisted in creating wireframes for web interface with the GUI design team.
• Moreover, I also authored functional requirements documents FRD by interacting with development team for improving client’s legacy system.
• Conducted status report meetings with the business and the IT team on a weekly basis, as the most important aspect of the project was Data Mapping.
• Strong knowledge in UML2.0, proficient in creating Use Cases, Use Case Diagrams
• Assisted project managers with the development of project schedules. Developed requirements and preliminary design for client applications. Performed analysis and design projects using a systems development methodology. Worked with all levels of client staff in solution definition.
• Assisted the development team in preparation of the CRUD Matrix.
• Exposed to SQL queries while churning out relevant information from company’s database.
• Assisted in system and user acceptance testing (UAT), free-trial demos, performed client presentations.
• Submitted change requests and worked with change request records in ClearQuest.
• Participated in entering and tracking system defects in Rational ClearQuest.