Professional Summary:

• Experience in capital markets and securities industry primarily in Investment banking, Fund/Asset Management Accounts, Securities, Positions, Transactions, and Performance , Fixed Income, Bonds, Equities, Derivatives Swaps, Options and Futures , Loans Commercial Industrial, Fund Accounting, Mutual Funds, Portfolio Management and Retirement based applications, Banking, Finance, Accounting, stock exchange, trading, credit union/mutual banking products and culture Insurance, Healthcare and Banking domain , Mortgage and insurance, fixed income investments, equities, mutual funds, brokerage and loss mitigation.
• Experience in Software Development Life Cycle SDLC with different methodologies like Rational Unified Process RUP ,Agile, Waterfall, Hybrid, OO Models and other UML methodologies
• 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.
• Have extensive experience in documenting business, system and data requirements such as Business Requirement Document BRD , System Requirement Document SRD , Functional Specification Document FSD , Logical Solution Design LSD , Data Requirement Document DRD , and Traceability management Matrix Reports.
• Highly proficient in working with users and stakeholders to elicit, analyze, communicate and validate requirement using User interviews,Workshops,Observation and existing systems documentation/procedures ,JAD, JAR, and brainstorming sessions, identify functional, non-functional, business Rules, and then subsequently model them.
• Have extensive experience with UML modeling such as creating workflows, Use Cases, activity, logical, class, Sequence and Collaboration diagrams and as well as Data Flow and Entity Diagrams
• Proficient in creation of Conceptual Data Model CDM , Logical data model LDM , Physical Data Model PDM for various types of information systems like OLTP and OLAP
• Extensive experience in Strategic development of a Data Warehouse and in Performing Data Analysis and Data Mapping from Operational Data Store ODS to Enterprise Data Warehouse EDW
• Proficient in Technical and Business Writing, Business Process Flow, Business Process Modeling, Business Analysis and Testing various methodologies.
• Experience in the use of Microsoft Word, Excel, PowerPoint, Access, and Visio in the creation of required deliverables.
• Strong verbal/written communication skills to defined business and technical parameters relay project status/information create project plans and draft other documentation as needed.
• Experience in various defect tracking tools: e.g. Quality Center, Clear Quest, Test Track Pro, and Microsoft Test Manager.
• Project management experience includes client management, customer interaction, scope definition, project planning, and change control including release management.
• Skilled at performing GAP analysis, SWOT analysis, Cost benefit analysis and Feasibility Analysis
• Ability to create, analyze and respond to Request for Proposal, Progress Reports, Project Charter, and Business Case
• Efficient in making Requirement traceability Matrix, Wireframes and Mockups
• Sound understanding of SQL queries, reporting, systems integration and data driven projects
• Ability to write test scenarios and test cases and involved in maintaining test matrix and Requirements Traceability Matrix, TRAC backlog etc.
• Developed the QA test plan, test conditions and test cases to be used in testing based on business requirements, technical specifications and/or product knowledge by using Quality Center, Test Manager.
• Conducted UAT User Acceptance Testing to make sure that all the user requirements are catered by the application.
• Motivated team player with excellent Analytical, Communication Skills and Presentation skills,Time Management skills and attention to detail with ability to interact with all levels from business end-users, technology team, project management professionals and all Project stakeholders.

Technical Skills:

Confidential

Business Analyst

Project: The Investments Data Warehouse and Reporting IDR project is a Front and Middle Office initiative for the AIG Asset Management Group, which will integrate key financial and management data required by various functions and operating groups for financial, Risk Management, regulatory reporting and compliance as well as for making investment decisions. The Data Warehouse will have automated reconciliations, measures and highest possible data quality consistency and integrity.

Responsibilities:

• Access current state business processes with end users, understanding the risks involved, their pain points and future needs prioritizing mandatory items and profiling nice to have's.
• Work with all Investment Management groups IA, Statutory Reporting, Asset Liability Management, Global Performance, Chartis, Star, Edison, Technology Operations to understand, gauge and accumulate data consumption requirements and find out potential opportunities to maximize ROI from enterprise system rollout.
• Daily communication with program manager, project sponsor and stakeholders to secure acceptance and approval of deliverables. Responsibilities included but not limited to communication, including status reporting, risk management, escalation of issues that cannot be resolved in the team.
• Identify project risks, prepare contingency plans where appropriate and communicate project risks/contingencies to all project participants and stakeholders during status reports.
• Validate business requirements, writing functional specifications, testing/QA accepting technical solutions and reconcile data between accounting s/custodians/data warehouse.
• Perform GAP Analysis across data feeds and capture unique data elements to reduce redundant data consisting Swaps CDS and Futures, improve data quality, and overall providing accurate data to the end users.
• Lead and mentor a team of 3 business analysts on multiphase, complex data integration and reporting.
• Assist Program Director with preparing mitigation plans for risks that are prioritized to be mitigated.
• Develop management-reporting standards to provide regular status postings to senior managers throughout the firm and provide transparency on all risks, project accomplishments, next steps, and issues. Additionally help setup tracking and status reporting for supporting teams via SharePoint.
• Provide technology and strategy consulting services to management in setting up Release Management Program and Process for the Project Management Office for IDR Division.
• Assist in implementing Fast Track process to effectively manage weekly and monthly release builds, change requests, defect management forecast thus providing higher productivity.

Environment: Data Warehousing, Data Cleansing, MS project, User acceptance testing UAT , Rational clear case, Clear quest, Use cases, UML, MS Office, Requisite Pro, Excel, TOAD, Business Object BOXI with Crystal report

Confidential

Business Analyst

Project: Equity Trading System which involved developing an automated system to buy and sell stocks online in order to gain maximum profits for investors.

Responsibilities:

• Meeting with business users and defining functional business requirements.
• Perform in-depth analysis of the system's organizational structure, services and processes.
• Acquire extensive knowledge of financial products and services, such as Fixed Income investments, Equities, Derivatives Swaps , Mutual Funds, Bonds and Asset management by reading available artifacts.
• Identify the client/organizational needs and provide suitable agile system based solutions.
• Communicate with clients and inform the organization about the customer business needs and specifications.
• Make certain the user stories are good, comply with acceptance criteria, have sufficient business value.
• Participate in Daily Agile Scrum Stand-up , Biweekly Sprint Planning and Retrospective sessions and update the team on status of upcoming User Stories and helped development teams to break down large user stories for execution.
• Created project documents such as Vision Document, Use Case Documents, Gap Analysis, Software and Requirements Specification SRS Document.
• Design Business Process Flow as-is system and System Process Flow to-be system Diagrams using MS Visio to better understand the daily flow of the business.
• Worked with ISA- internal security, stakeholder, application developer team in knowing what project manager required
• Highlighted any potential risks to the environment by categorized them in risk, Risk Assumption case analysis
• Involved in the meetings with business process owners, SME subject matter experts , and Security Audit team for requirements gathering and verification stage
• Gained knowledge of the financial domain including Equity trading, Technical analysis and fundamental analysis.
• Developed Base line testing scenarios for testing the future releases of the application using HP Quality Center.
• Involved in testing, performance and benchmark test using HP Quality Center to find out the performance of the application and prepared a document with the bottle necks found with possible solutions.
• Conduct bug reviews to identify, analyze and drive issues towards resolutions based on business severity.
• Consider the business implications of the application of technology to the current business environment

Environment: Microsoft Office Suite, MS Visio, MS Excel Macro , UML, HP Quality Center, Oracle 11g, C .NET

Confidential

Business Analyst

Project: Investment banking project to manage portfolio, mergers and acquisitions, reverse mergers, turn-around, and restructuring.

Responsibilities:

• Involved in Tax Provisioning system Customer sourcing for reporting of the Broker/Dealer businesses to source its income by product type with customer address for State Income Tax return filings as well as financial statement reporting.
• The scope was to build a Data ware House/ETL Tool which provides Tax ability to trace the revenue from the type of transactions from source systems through to the G/L Account balance and help Tax team evaluate the revenues to compute Tax provisioning.
• Gap analysis on Provision to Actual, Tax Workbook, and Procedures Policies to identify the changes needed to be made to replace the firm's existing Tax provisioning system.
• Perform analysis on data for Commissions, Underwriting Derivatives/Equities/Fixed Income products to capture required data population trade and reference including customer information.
• Did extensive analysis on reference data and market data using inbuilt analytic libraries to calculate counter party level exposure.
• Data Analysis Trade Reference Data to analyze data from different source systems by executing SQL queries which included Counterparty-TradeTransactions-Products-Entities-Department-Book's and reconcile against Book's and Record's to meet compliance requirements before it is sourced into the system being built for business users.
• Identified and created all necessary Business Use Cases from requirements, created UML Diagrams including Use Cases Diagrams, Activity Diagrams and Sequence Diagrams using Microsoft Visio.
• Conducted JAD sessions to allow regional stakeholders to communicate their perspectives with each other, resolve any issues and come to an agreement quickly.
• Extensively worked on creating BRD, FRD any required Change requests
• Understood the business logic, User Requirements and test-objectives to develop test plans, test cases, and test case execution using Test Director.
• Managed UAT Release for major software releases with regional users IT team. Performed UAT for various projects, and identified defects/bugs in the software and tracked them to successful resolution
• Liaised between the IT team and Business Users to resolve the gaps, defects/bugs identified during the course of UAT.
• Tested the application manually by executing Test Cases.

Environment: Data Warehousing, Data Cleansing , ETL, Windows, Oracle, SQL, Microsoft Office suite, Qlikview, Microsoft Visio, Clear Quest, Test director, UML.

Confidential

Business Analyst

Project: Web based system for access to financial experts, Transaction Advisory services TAS

Responsibilities:

• Domain knowledge about financial and operational modeling solutions for strategic decisions, mergers and acquisitions, project finance, head count analysis, variance analysis, pricing and funding based on GAAP valuation and review of financial models using best practice tools, techniques and methodologies and financial reporting.
• Knowledge of management tools to measure and analyze financial and operational information using financial ratios, sensitivity analysis and Pivot tables.
• Proficient in TAS reports, feasibility reports tools and evaluating feasibility of new business opportunities and providing key performance indicators such as ROI, ROIC, DuPont Analysis.
• Conducted training on TAS reports and feasibility reports for the team and coordinated research team.
• Application of capital budgeting techniques like IRR, NPV for determination of project feasibility.
• Interacted with business users and department heads SMEs to generate and review business case, work closely with them on determining the scope of application and analysis.
• Supported the IT team with requirements gathering, documentation and preparation of TAS reports and involved in preparing data flow diagrams for the decision logic using MS Visio.
• Collaborate with project teams in JAD sessions business modeling, created business requirements document BRD .
• Knowledge of industry reports detailing the investment opportunities, competitive position of key players and Comparable analysis valuation for mergers.
• Market research using data sources like Data monitor, Capital IQ, BMI, One source, Merger markets, Bloomberg and Thomson Reuters.

Environment: UML, MS Visio, MS Excel, MS Word, Reuters, Bloomberg.

Confidential

Business Analyst

Project: Online banking enhancements for features and functionalities on portfolio and wealth management

Responsibilities:

• Liaison between stakeholder's system users, clients and managers, software development team and the QA team to gather requirements.
• Facilitated JAD Joint Application Development sessions to identify the business rules and requirements and then documented them in a format that can be reviewed and understood by both business people and technical people.
• Studied and analyzed competitor's applications and brainstormed to gather effective requirements for a quality product.
• Engage in project initiation activities such as developing the Project Charter, Project Scope and assisting the management in resource and budget estimation.
• Created Business Requirements Document and converted them into System Requirement specifications Document.
• Implemented business modeling, data modeling, and object modeling using MS Visio to develop the business architecture for the application.
• Analyzed Requirements and created Use cases, Use Case diagrams, Activity Diagrams using Enterprise Architect
• Created and managed project templates, use case project templates, requirement types and traceability relationship in Requisite Pro.
• Used Rational Clear Quest for defect tracking and change management request and reported them.
• Involved in preparing a simple and detailed User manual for the application, for an intended novice user.
• Worked with SIT team in development of System Test Cases.
• Created Test Strategy developed User Acceptance Testing UAT Test cases and execution of Test cases
• Worked with Project Management team EPMO in preparing RACI chart, Project Plan, Timelines, Scope Management, Stakeholder update.
• Created meeting minutes and maintained action items for various WAM project meetings.
• Involved in defining WAM strategy at enterprise level to define the vision document, IT Security Road map etc.
• Worked with Project management team for vendor selection process.
• Prepared test plans and executed Unit, Integration, User Acceptance testing using test cases to endure that the systems conformed to specifications of business requirements performance criteria.

Environment: MS Office, MS Vision, UAT, Windows 7, IE, Oracle 9.1, Enterprise Architect, Requisite Pro, Clear Case, and Clear Quest, HP Quality.

Confidential

Business Analyst

Project: The project was to develop and implement multiple reports for FISERV to help top-level management in decision-making and also supporting the organization by providing the ability to access operational data for management and reporting.

Responsibilities:

• Responsible for analyzing and translating business requirements for the development of business rules for Investment/Retail Banking, Credit Risk and other business units.
• Actively involved in gathering and preparation of technical and business documentation for the application in design, which would then serve as future reference to the programmers and system developers.
• Conducted Work-Flow, Process Diagrams and Gap Analysis to derive requirements for existing system enhancements.
• Assisted the Project Manager in setting project expectations, evaluating the impact of changes on the organization and conducted project-related presentations.
• Mapped data elements from Mainframe system to Relational Database as part of data analysis and integration
• Conducted mass user interviews and JAD sessions with Subject Matter Experts, Fund Managers and Portfolio Managers to define technology applications for business requirements.
• Responsible for automating Event Messaging for automated email notifications to clients.
• Identified and documented business rules and created detailed Use Cases
• Supported the development of the Test Plan and Test Cases to be used in testing based on business requirements, technical specifications and/or product knowledge.
• Involved in Joint Application Development JAD sessions to define technology applications for business requirements.
• Assisted in the development of training materials for new technology and process improvement
• Acted as a liaison between the technical, businesses and testing groups to provide them with required specifications/documentation and to resolve any issues.

Environment: MS Office, MS Visio, Windows XP

Confidential

Business Analyst

Project: To retire the heritage Underwriting System and create a new Underwriting System for rating Property and Casualty policies. The system was designed for both domestic as well as foreign currency policies.

Responsibilities:

• Requirements were gathered from the seven business functions within the Data Management organization.
• Conducted Gap Analysis, and Gathered User Requirements by Interviews, user meeting, JAD session, and Requirement Elicitation Sessions
• Collected and documented business processes as well as Business Rules and then translate to the Business Flow Chart
• Analyzed and Documented Business Requirement Document BRD , Functional Specification Documentation, and System Requirement Documentation, using UML methodologies
• Designed and developed Use Cases using UML and Business Process Modelling.
• Performed Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data
• Worked in mainframe environment and used SQL to query various reporting databases.
• Worked extensively with MS Excel and MS access.
• Used XML for building and parsing of Application Configuration file.
• Used Castor to create objects from XML documents.
• Create and maintain data model/architecture standards, including master data management MDM
• Wrote PL/SQL statement and stored procedures in Oracle for extracting as well as writing data.
• Developed QA Test Plan, test conditions and test cases, as well as assisted with QA team in System Testing using Mercury Test Director
• Developed User Manual and Provided User Training.

Environment: Mercury Test Director, Oracle, MDM, XML, MS Office, SQL, UML, MS Visio.