Experience Summary:

• Leadership of Projects and coordination, with focus on Software Development, System Integration and Deployment within specified time, budgetary and organizational constraints.
• Experience in the introduction of SDLC software development life cycle methodologies. Waterfall, Agile, RUP .
• Extensive experience in Requirement Analysis, design, testing and deployment of complex applications.
• 11 Years of experience in Information Technology as a Sr.Business Analyst/Project coordinator, PMO Lead Yr. 2001-2013
• Develop, execute and track a complete and precise set of reproducible test scenarios using state of the art tracking and testing tools. Acted as a liaison between business and IT.
• Experience in utilizing Rational Suite of tools and implementing the Rational Unified Process methodology.

AREAS OF EXPERTISE:

• Prime brokerage and securities lending.
• Trading and Settlement.
• Hedge Funds
• Fixed income market. Buy and sell debt securities.
• Fund accounting, derivatives, fund administration, custody, securities lending, investment operations recordkeeping.
• Expense Administration. End-to-end fund expense process, from invoice authorization, tracking, and payment to budgeting, accruals, cost benefit analysis and forecasting.
• Capital and funding services- funding/financing and asset securitization needs.
• Soft Dollar program process.

TECHNICAL SKILLS

• DBMS: MS Access, MS SQL Server Testing Tools: Win-runner, Rational-Robo
• Modeling Tool: Rational Rose V2002
• Process: Rational Unified Process/IBM Rational Team concert
• Requirements Tool: Rational Requisite-Pro V2002
• Defect Tracking Tool: Clear Quest /HP Quality Center 10.0
• Configuration Management Tool: VSS, Clear Case
• Productivity Tools: MS Office Suite, MS Project 2007
• Scripting Tool: SharePoint 2003
• Languages: Shell Scripting, VB 6.0
• Operating System: UNIX , Windows

Confidential

Designation: Business Analyst

Responsibilities:

• Documented the Soft dollar process document comprising of the soft dollar validation process .This document is intended to be a primer into each of the soft internal data validation process that is developed or supported by the IIS web team. For each process, the following was covered:
• Overview of overall soft internal data Validation process based on frequency
• Detailed walk-through of all existing process, including process flow diagrams
• A description of each artifact included in the application
• Applications which were detailed in the document were: GTRAC- Global Tracking Of Research And Commissions, MDS Market Data Services Invoice Approval Tool, FITS Financial Instruments Tracking System, SET Service Eligibility Tool, UET User Eligibility Tool
• As a Business Analyst was involved in preparing the System Requirements Document for Research Market Data Audit Enhancement-AMS ADS Audits
• Analyzing and eliciting requirements for a system where purchase orders are paid against a given quarter. Analyzing and eliciting requirements for a system where commissions are paid for a broker for the services rendered within the soft dollar program. Coordinate with the development team, QA team and assisted in UAT with the business to ensure conformance of requirements and deployment.
• Gathering and eliciting requirements for purchase order invoice cube .The halted process of building the application for Purchase order invoice monitoring tool was analyzed and implemented after brainstorming with the team and addressing the issues.
• Agile Methodology: Used Rational Team Concert for creating stories and tasks and updating backlog items for every Iteration. Used Quality Center 10.0 to track test cases and trace defects to requirements.
• As a Business Analyst was involved in preparing the System Requirements Document for Integrated Investor services web team for building the IIS Analytics Cube SRA FITS Cube for vendor management business team. Assisted and coordinated with the business for UAT with the business and assisted until GO/NO GO deployment phase of the project.
• The key change was to inspect the prefix of the Contract ID associated with the Audit.

Sr. Business Analyst / Project Coordinator

Confidential is one of the world's leading providers of financial services to institutional investors. Their broad and integrated range of services spans the entire investment spectrum, including research, investment management, trading services and investment servicing.

Project Coordinator/Sr.Business Analyst

Achievements:

Used Lean concepts to increase the productivity, fine tune the current system and reduce cycle time of projects Kanban, Value Stream Mapping

Responsibilities:

• As a Business Analyst lead was involved in preparing the Business Solution Document for automating the Short term pricing process for Money Market funds within State Street. The short term securities included commercial paper, repos, time deposits, commercial bills, treasury bills etc. The objective of automating the new money market application is to centralize and standardize the receipt and delivery of short term prices.
• Gathering and eliciting requirements for short term securities.
• Documenting current state and future state of the money market process from IT operations group. Including documenting how holdings/securities are sent to vendors for pricing before the pricing deadlines and how the securities are priced within the calculation engine.
• Involved in preparing write up of all SME meetings.
• Used MS Visio to articulate the process flow diagram of current and future state.
• Coordinate with the managers to ensure conformance of requirements.
• As a PMO lead /Project coordinator was involved in maintaining the data integrity of all projects within IMS Investment Manager Services in the Request Management System built in SharePoint. This system was used for creation, monitoring and reporting of requests and projects by IMS Business and IMS IT
• Prepared project plans for active and legacy client projects.
• Coordinated with the application and client technology managers to confirm on the status of the projects.
• Coordinated trainings and prepared training material for sessions held on procedural documents prepared for PMO Operations.
• Verified the exceptions report for each of the projects sorted by project owners to curtail discrepancies in project status information. Direct the development and integration of project plans related to various projects and work streams within the Program. Maintain master program schedule.
• Coordinate collection and presentation of Program level metrics such as staffing, financial, and schedule data to executive level audiences effectively use data and metrics to drive decision making.
• Published and distributed the client project summary report, document meeting minutes, follow up on project risk and issues report, project milestones report, project baseline/post baseline report, project dashboard and scorecard report. The related queries from project owners on the project data were clarified to ensure the system data is accurate in SharePoint.
• Triaging of issues using Issue List.
• Update and maintain project schedule using MS Project.
• Meeting preparation and coordination. Agenda gathering. Provide process support throughout the life cycle of a project for active and legacy projects.
• Led the PMO Operations team in coordinating and maintaining the data integrity within the Request Management System. Develop and support high performance teams coach and mentor team members in use of project management tools and processes.
• Identify a GMAS macro already existing with state street and correlate, if it has the same data values so as to assess if the macro can been used to automate the present manual process. Conduct research and ad-hoc analysis to support operational goals.
• Was involved in IBT group to analyze the system that State Street presently used, for fund accounting, money markets, Institutional trades mutual funds, pension funds ishares, fund accounting and fixed income calculation. Prepare the BRD and identify an existing GMAS macro within state street system, which will automate the present manual process and recommend solutions for improvement after analyzing the entire system. Responsibilities included:
• Performed root cause analysis to identify variances in the system.
• Coordinated with State Street's vendor to get required data to feed into the CAM tool at State Street for mapping tables running batch jobs.
• Lead initiatives and coordinated with various stakeholders to develop new business and expense plans and forecasts, provide analysis to support recommendations, compile standard reporting and analysis to understand results, and present recommendations to multiple levels of management. Responsible for supporting strategic initiatives that help drive operational performance by eliminating unused or duplicate extracts within PORTIA
• Translating and matching the data values within PORTIA into the CAM TOOL built by State Street.
• Analyzing the reports within Portia for various clients and recording the interfaces, data elements. Client Extract Name, Description of the report, EDW Outbound extracts, run frequency, output format for each of the reports reviewing the functional specifications document.
• Worked for State Street's client 'Evergreen Investments'. Worked on States Street portfolio management system called PORTIA. It provides unparalleled flexibility, which allows more efficiently measuring the performance of the assets and investment decisions, and in turn presenting that information to management and clients. Leverages one solution to support asset management, investment accounting and fund accounting, lowering system acquisition and operational costs significantly. Utilizes pre-packaged accounting ledger posting rules to minimize set-up time and to optimize resources time. Supports trade allocation through performance measurement for all of your transactions. Leverages standard library of reports including general ledger financial statements as well as critical fund operations reports. Provides standard reports and the ability to customize to ensure both client and regulatory requirements are surpassed. Responsibilities Include:-
• Coordinated conversion projects for State Street legacy client AXA Lazard Maintained the project plan and produced the weekly project dashboard for senior management review. Plan and schedule project timelines, define specific tasks and track project deliverables. Preparing account level Presentations and ensuring implementation of Best Practices.
• Involve in budget meetings, cost benefit analysis, resource allocation and coordinating with the offshore team on invoice generation for existing and new projects and submitting to client managers for sign off and collection.
• Follow up on Action Items from project team members.
• Prepared project plans for week wise activity for large fixed price projects.
• Reduced age of invoices by effectively monitoring the payment dates.
• The Fund accounting systems to be analyzed were mutual funds, pension funds, iShares funds to post the pool transaction to STS the Fed custody application , Analyze the data fields for booking trade transactions, fixed income market to buy and sell bonds, analyze the fund numbers, calculate NAV, cusip numbers, trade id's, transaction id, net amount, maturity date, lot number, shares face value, broker name, accrued interest, settlement date, closing price, trade date, daily accrual formulae after coupon is added etc. This involved reaching out to State Street clients like 'Bloomberg' and related business owners to document the end state of the existing applications arrive at probable solutions with state street application owners and obtain signoff of the BRD. Achievement: Analysis made to curtail the cost SS was incurring to get data values of trade ids/cusip numbers from their client 'Bloomberg', by suggesting SS project managers to generate an macro which would produce the same data values that 'Bloomberg' would provide for a nominal cost. Thus 'State Street' benefited in curtailing the cost incurred by the solution provided as an outcome of the analysis done.
• Working with the Program Manager, identify, communicate and escalate cross-track project dependencies, resource challenges. Monitor and report on progress of projects to all stakeholders involved.
• Assist with project status reports, formally and informally to project team, sponsors, and steering committees.
• As directed by the Program Manager, take ownership of various analysis and planning activities related to client reporting e.g., documentation of new workflows, draft of training materials.
• Used UML and Visio to draw use cases and activity diagrams for COA chartered of accounts tool which was used to automate a manually maintained financial general ledger system.
• Was required to use 'Rational Rose' Enterprise visual modeling solution for the Unified Modeling Language UML to articulate Business use cases. Created reports for projects in 'RequisitePro' using SoDA and customized reports according to project requirements.
• Created FSD's. Prepared Use cases and BRD's by interacting client users. Monitor the efficiency of the Project by reducing the manual work done and ensuring the project timelines are met by using appropriate rational tools. Optimizing the performance of the system by use of process efficiency methods such as 'Lean'.
• Present project progress, problems and solutions at team meetings. Implement and manage project changes and interventions to achieve project

Confidential

Project Coordinator/Sr. Business Analyst

Confidential

• Directed the implementation of the Shell energy and petrochemicals application. Assist program manager's core team leaders in coordination of project deliverables for design stage reviews.
• Confidential is involved in Exploration Production Sells and markets transportation fuels, lubricants and specialty products. Refines, supplies, trades and ships crude oil and petroleum products Provides business and operational consultancy, technical services, and research and development expertise to the energy industry world-wide. The module involves providing shell users an application to assist them in entering financial economic data, finding the resources required, maintaining budgets in the application specific to different projects for Shell.
• Coordinated with the application and client technology managers to confirm on the status of the projects.

Knowledge acquisition, analyzing the business and documenting gaps, preparing the requirements traceability to meet the stakeholder needs. Used SQL queries to fetch data from the current system. Gathering stakeholder's requests and determining needs and features specified in the vision document,. Designing Business Use Case models to elicit the requirements for shell oil energy system. Identify risks assess prioritize risks based on impact of the risk probability .Involved in suggesting mitigation plans for the risks. Project Coordinator/Business Analyst Confidential business, needs for all the EXIT strategies. This comprises of setting up of Principal Interest Calculation System, which will accept data from core mortgage application UFSS and return the data to it for other operational activities. The EXIT solution to GMAC is developed on Client-Server Model. GMAC built an application for Interest and principal calculation for loan mortgages, trading hedge funds. Documentation of the current legacy application and environment. Developed business requirements for the new application .Led the requirement definition and review sessions with users, senior management and members from the Corporate Finance organization. Validation of requirement's in UAT Phase. Assign projects and work closely with clients and functional area leads to determine deliverables and schedules. Ensure that documentation is controlled and produced according to specifications and quality system requirements. Coordinated the implementation of the 1st phase of the application of the interest fee calculation system. Developed the business requirement and test plan, managed its testing and worked closely with the developers to resolve issues. Used SQL queries to extract data values. Project Coordinator/Business Analyst Confidential system, Mainframe assembler programs are used to getting data from Master File and create print spool files for each report. These spool files are then copies to Magnetic Tape MT . The MT will then be sent to Printing Company for printing reports. The printing company will then print the reports and send the hardcopies to Shinsei Bank. Shinsei Bank will distribute the same. Zaikei Reports are classified into Customer reports and Customer statements for which reports are generated. Through the established Data Integrity protocol, the accuracy and integrity of financial trading information was maintained: Worked in eliciting the requirements for a foreign currency system and Yen deposit system. Through the established Data Integrity protocol, the accuracy and integrity of financial trading information was maintained. Worked on processes involving hedge funds to maximize return on investment. Track project schedules, maintain project records and adjust as priorities shift. Maintain and update the Issues and Actions Log. Create and maintain the project SharePoint site. Ensure an effective data collection and processing system by reviewing and analyzing data input. Used Rational Requisite Pro to capture and track requirements for the Yen savings deposit application. Coordinating with QA Testing team to ensure findings are fixed on time. Project Coordinator/Business Analyst Confidential business requirements for' Nationwide 'money remittance system. This system was used to calculate the principal and interest for each money deposit.

• Performed Impact analysis of the system involving post trade processing and fund lending system.
• Interact with Client Service groups and Fund Accounting groups to ensure business requirements are accurate.
• Establish a timeline for roll-out to end users and measure the ability to meet that timeline.
• Summarized project status and conveyed any concerns about process or delivery delays to the Project Manager, and recommended actions necessary in order to meet delivery dates.
• Understand the design and production process and stages on assigned projects.
• Alert the Project Manager to any change in project scope that has potential budget exposure or savings or schedule implications.

Confidential

Travelex maintained a system that notifies the customers on the current exchange value of the currency, accepts foreign currency, produces statement and receipts to international customers on the money deposits and currency exchange values. The purpose of the Atlas system for Travelex is to automate and encapsulate the entire process of taking in the Order which comes under Sales Order module , checking its validity, to process the order to fulfillment, printing and dispatching it to the appropriate courier. Modules Involved are: Purchase Module, Inventory Module, Order Fulfillment Module, Orders Capture Module, Post Order Handling.

• Created test plan, Walk through, integration approach and strategy document, test cases. Conducted variance management by analyzing and verifying test results, providing status and progress reports. Creating and generating System test scripts for different test scenarios covering all aspects of project functionality.
• Managing all phases of testing for assigned components ensuring test plans and test cases are completed and validated to meet business requirements. Writing SQL queries to verify test results from the system.
• Participate on the User Support Team, responding to requests for technical assistance and serving as first line of communication and support for end users as part of the Help Desk.
• Performed a corporate system review of current workflow processes and procedures including disaster recovery capabilities to improve efficiency and safeguard data availability. Was involved in build management, workspace management and process control using Clear case.