SUMMARY

• Around 7 years of industry experience working as a Business Analyst in Banking and Finance domains.
• Strong knowledge & understanding of industry standard methodologies including Software Development Life Cycle (SDLC) and Iterative Software Development Life Cycle Process as per Rational Unified Process (RUP) and Agile Methodology.
• Subject matter expertise in Risk Management (Market and Credit), Fixed Income and Derivatives, Emerging Market, Equity Market, Fixed Income Market and Money Market
• Expertise in gathering, analyzing, defining and documenting end user business requirements and system requirement specifications.
• Expertise in planning and development of Test Plans, Test Cases and Test Scenario to meet product’s business requirements.
• Designed Use Cases, Activity Diagrams, Sequence Diagrams, Class Diagrams.
• Expertise in working with Business Processes, Business Process Models, Business Flow Diagrams and Business Requirement Documents.
• Experience in scheduled and ad - hoc report generation using MS Excel
• Extensive experience with modeling tools and techniques like Unified Modeling Language (UML), use case diagrams, sequence diagrams, activity diagrams, class diagrams, As-Is and To-be diagrams etc.
• Strong knowledge of Business Intelligence, Data Warehousing and Business Architecture.
• Strong knowledge in using Microsoft Office products such as MS Visio, MS Word, MS PowerPoint, MS Excel.
• Profound knowledge of creating SQL Queries used for database administration
• Experience in generating and maintaining data security policies and procedures.
• Expertise in developing QA Test Plan, Test Conditions, and Test Cases; ensuring adequate testing of software both before and after completion; conducting and documenting UAT.
• Masters in Software Engineering with experience in the development, implementation and integration of strategies within a team oriented environment, utilizing quantitative and qualitative analytical skills.
• Thorough proficiency in Customer Relationship Management (CRM) in order to meet customer expectations.
• Proficient at developing User interfaces, conducting JAD Sessions, data modeling.
• Efficient in translating Business Requirements into Functional and Non Functional requirements.
• Expertise in Creating and maintaining the requirement documentation like system use cases, supplementary specification documentation, and business glossary as per the industry standards.
• Experience in working with QA Testing Team, creating Test Plans, Test Cases and Test Scripts.
• An effective team player recognized for having excellent communication and presentation skills.

TECHNICAL SKILLS

Tools: Microsoft Office Suite (Word, Excel, Power Point, Project, Access), Outlook, Microsoft SharePoint, MS Exchange, IBM Lotus Notes Analysis Tools, Techniques RUP, UML, Object Oriented Analysis, Rational Rose,Visio, Rational Requisite Pro, Data Analysis, Data Modeling, Dashboard Design, BRM

Testing Tools: Quality Center, Test director

Reporting Tools: Crystal Reports,BusinessObjects

Database: SQL Server, Oracle, Teradata, MS-Access

Data Access Technologies: PL/SQL, Toad, MQ Series, Stored Procedures

Operating Systems: Windows XP, Advanced Server, Windows 2x, Windows NT, UNIX

PROFESSIONAL EXPERIENCE

Confidential, Auburn, MI

Sr. Business Analyst

Responsibilities:

• Gathered business requirements through interviews, surveys, and observing from account managers and UI (User Interface) of the existing Portal system.
• Fixed Income, Bonds and Bond Trading Cycle, Bond Pricing, Equities, Liquidity risk, Trade Cycle, Derivatives (Options and Futures), Portfolio Management, Sales and Marketing.
• Understand and articulate business requirements from user interviews and then translate requirements into functional and technical specifications.
• Contributed in project management for Risk based systems for various Equities &Fixed Income divisions across all asset classes
• Analyze data from SQL database and create custom reports using VBA and pivot tables inMSExcel.
• Conducted JAD sessions with management, SME's, Business users and other stakeholders for open and pending issues to develop specifications.
• Collaborated with team members on all documents and kept a central task location for assigning tasks to team members using SharePoint.
• Created Documentation - Analysis reporting, architectural presentations, infrastructure specifications, strategy planning, market Risk analysis, contingency plans for company executives.
• Wrote and executed SQL queries and converted toExcelfor data analysis effort for ad-hoc reporting.
• Responsible for the completion of projects within specified time and budget dealing with financials, project work flow, change management and dealing with vendor relationships.
• Performed manual Testing along with testers. Conducted UAT with the business.
• Responsible to produce reports to the ECAB -Executive Change Advisory Board with ofMSPowerPoint andMSExcel.
• Collaborated with the Project Manager to organize training material and write user manuals
• Worked with Quality Assurance Analyst in HP Quality Center to track defects.
• Conducted Joint Application Development (JAD) sessions with IT groups. Responsible for updating changes in functional specification documents and on-boarding document of each application.
• 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. Tested various sprints using Agile methodology
• Generated, adjusted and maintainedbusinessanalytic reports using SQL,MSExceland Access.
• Responsible for providing analytical support in the Design, Development and Implementation of Project.

Environment: Microsoft SharePoint, .Net, MS Visio, MS Office, MS Exchange, Microsoft Project, PL/SQL, UML and Data Stage, Iterative Process Methodology.

Confidential, Charlotte, NC

Business Analyst

Responsibilities:

• Worked extensively with the users and with different levels of management to identify requirements,use casesand to developfunctional specifications
• Collaborated with BOA'sFixed Incomeand derivative traders to ensure Summit is capable of handling new financial instruments. Documented requirements related to these new products.
• Researched, compiled and analyzed market data for Equities, Fixed Income Securities, etc. Documented how to add/delete/modify existing users in an application and how to create access request through an internal approval based system & created BRD’s.
• Business analysis duties surrounding the Trading and Order Management system
• Implemented Agile Methodology with Scrum through Sprint Zero while maintaining the required level of traceability to satisfy government regulations.
• CreatedUse-Casesafter accessing scope of the project and understanding thebusinessprocesses
• IntegratedRequisitePro with Rational Roseto provide all teams visibility and maintain traceabilityamong requirements, use cases and change requests
• Managed all the requirements in RequisitePro, making requirements available to all team members
• Designed use cases and sequence diagrams using Rational Rose
• Interacted with Traders, Portfolio Managers, Middle/Back office groups and other investment professionals to define/document OMS (Longview) Project requirements.
• Created requirements analysis and design phase artifacts usingRequisitePro and RationalRose
• Conduct UAT signoff reviews with business and technology teams
• Wrote SQL queries to retrieve data from databases after data migration.
• Involved in creating targeted questionnaires and interviews for SME's, clients andbusinessusers to gather requirements
• CreatedUse cases, Activity, Sequence and Collaboration diagrams
• Expert in broad range of technologies, including business process tools such as MS Excel, MS Access, MS PowerPoint, MS Visio (Microsoft Suite) and Testing tools.
• Interacting with various cross-functional teams for building business use cases
• Interacting with the developers to report and correct bugs
• Prepared detailed reports of the Bugs, Pass-Fail report, and Comparison Chart Release Management documentation

Environment: Windows, Microsoft Office (MS Word, MS Excel, MS PowerPoint, MS Visio), PL/SQL, Rational Requisite Pro, Rational Rose, RUP and GAP Analysis, Quality center.

Confidential, Boston, MA

Business Analyst

Responsibilities:

• Documented As-Is processes, To-Be processes and identified gaps by conducting Gap Analysis, and documenting impacts to different groups and systems.
• Proficiently provided Wealth Management research and consultation services to HNI clients. Efficiently customized individual portfolio as per client’s need, using portfolio management calculation tools.
• Developed the Requirements Management Plan and gathered user and business requirements through open-ended discussions, prototyping and guidance of the compliance department and work environment.
• Conducted JAD Sessions with Infrastructure management team, SME, policy holders and stakeholders for issues which were open and pending.
• Conducted brainstorming sessions with Infrastructure/ SRMS project groups.
• Collected Business requirements through interviews with already enrolled policy holders, SMEs, surveys and observations.
• Interacted with Cash Management Division and Compliance Office to review the AML (Anti Money Laundering)
• Documented Business Requirement Documents (BRDs).
• Wrote User Requirement Specification Document (URS) and Technical specification documents, used Rational Requisite Pro in managing requirements
• Created State Transition Matrix to describe changes in various states of each phase.
• Gathered requirements for the listed options Risk management system, specifically for index options Risk management spreadsheet. Defined requirements for product control and Risk management end of day feeds.
• Educated clients team and stakeholders on the benefits and Risks associated with the project.
• Developed and executed test cases, test scenarios and followed-up defects using Quality Center.
• Validated Requirements in Developers environment as well as production environment and documented the results.
• Worked closely with both the teams of Developers and Production to make sure the proper understanding of requirements and changes.
• Executed manual scripts during regression testing phases.
• Performed manual front-end testing to ensure that all functionalities of enhanced application behaved as per the business process.
• Communicated with SRMS users regarding expected changes, time frame and downtime of the new Application.
• Participated in bug review meeting with developers and QA team members and updated requirements documents based on feedback from QA team members and developers.

Environment: Rational Clear Quest, Rational Unified Process (RUP), Clarity, Business Objects, MS Exchange, UML, MS-Excel, Access, RequisitePro, VB.Net

Confidential, Austin, TX

Business System Analyst

Responsibilities:

• Interviewed business area experts, asking detailed questions and carefully recording the requirements in a format that can be reviewed and understood by both business people and technical people.
• Wrote business requirements, SRS and interviewed portfolio managers and traders to implement a new International Small Cap Long/Short Hedge Fund.
• The hedge fund seeks to take long positions in undervalued and under-followed international equities. Mapped and test data requirements for futures, options and other derivative instruments into existing trade order management system and back-office accounting.
• Analyzed and reviewed cash flow models for Credit Default Swaps, Interest Rate Swaps, Total Return Swaps, Currency Forwards, Cross-Currency Interest Rate Swaps, Equity options, Structured products, Currency Futures, Options, Exchange Traded Funds (ETFs), and indexes on commodity futures
• Interacted with the SMEs and stakeholders to get a better understanding of client's business processes.
• Identified Use Cases from the requirements and wrote Use Case Specifications document.
• Created Use-Cases and Business Use-Case Model after accessing the status and scope of the project and thoroughly understanding the business processes.
• Involved in designing of the system with the system architecture and the development team by translating the business requirements into a functional specification document.
• Carried out queries from customer data base using SQL
• Gathered requirements for the listed options risk management system, specifically for index options risk management spreadsheet.
• Defined requirements for product control and risk management end of day feeds.
• Actively involved in conducting reviews, walkthroughs and facilitating in requirement definition workshops (JAD) to confirm and playback business requirements for the project.
• Reported status to project management and project owners on a weekly basis.
• Worked on the data mapping project.
• Monitored client expectations through client involvement and communication throughout the lifecycle of the project.
• Educated clients team and stakeholders on the benefits and risks associated with the project.
• Collaborated with the Development and Testing Teams throughout the SDLC.

Environment: Environment:MS Visio, MS Office, RUP, Agile, Clear Case, Clarity, Clear Quest, UML, Oracle, PL/SQL, Test Director