QUALIFICATION SUMMARY

Self-motivated, academically accomplished MS graduate with nearly 7 years of diversified experience as Business Analyst leveraging knowledge in business analysis, business process models, Business Flow Diagrams and Business Requirement Documents and methodologies towards challenging positions in financial operations, trading systems and risk management applications.

Areas of Expertise:

• Broad cross-functional background in project management, requirements gathering, functional specification, training, design, testing documenting process flow.
• Knowledge of best practice methodologies and processes for Software Development Life Cycle SDLC methodologies like RUP and Waterfall.
• Experienced in creating Business Requirement Document BRD , Functional and Non-Functional Requirement Documents FRD , GAP Analysis and Traceability Matrices.
• Participated and conducted Joint Application Development JAD sessions.
• Prepared, analyzed and managed functional requirements. Gathered requirements business and functional requirements and modeled business process diagrams to communicate ideas and business requirements to application development team for implementing business solutions.
• Proficient in creating UML artifacts such as use cases, test cases, sequence diagrams, activity diagrams, state diagrams, entity-relationship diagrams, logical data models etc.
• Developed test plans, test cases and test scripts, and participated in all the phases of testing cycle.
• Team player, result-oriented, fast learner, excellent communication skills with strong research capability.
• Direct responsibilities include experience with requirements gathering, planning, organizing, and Change Management.
• Understanding of various financial products: stock and bond pricing, equities, fixed income annuity, floaters, consol, bullet and Insurance domain.
• Strong expertise in portfolio management, asset allocation, portfolio rebalancing, portfolio analysis and valuation of securities.
• Excellent skills in Business Analysis, Data Analysis, GAP Analysis, Financial Data Analysis, Risk Analysis.
• Defined and managed related changes by using Rational Clear-Case for improved insight and efficiency. Also, used Clear-Quest as defect tracking tool.
• Productive contributor to team projects and self-managed tasks with the ability to successfully deliver multiple concurrent projects under tightest deadlines.
• Good Interpersonal skills in listening, mentoring, coaching, negotiation, mediation, influencing, and conflict resolution.
• Conducted User Acceptance Testing UAT and verified performance, reliability and fault tolerance issues and ensured with the business users that the developed application meets the business requirements
• Responsible for tracking and documenting the defects in the system and appropriate solutions has been tested and released in production environment
• Involved in preparing a simple and detailed User manual for the application, for an intended novice user
• Adept at developing relationships with key decision makers in the organization.

MAJOR ASSIGNMENTS:

CONFIDENTIAL

Role: Sr. Business Analyst

Responsibilities:

• Working with business line of US Bank, to define detailed business requirements for new Online Banking and Money Movement platform specific to the HNI Groups.
• Create BRD, Use Cases to detail the user system interaction.
• Work with user experience experts in designing wireframes for the use cases.
• Working with Risk and compliance to identify requirements impacting the money movement Transfer, Payments, Bill Pay, Western Union functional areas.
• Utilize IBM Rational products to document and manage requirements.
• Work with third party service providers for requirement elicitation.
• Schedule reviews and walk-through of requirements with stakeholders including those from Product, Internet Group, Architecture, Risk, Compliance and Fraud teams of the US Bank.
• Interacted closely with the Key stakeholders in JAD sessions to understand the business requirements and business logic.

CONFIDENTIAL

Role: Business System Analyst

Responsibilities

• Worked closely with Credit Portfolio Group CPG front office and middle office risk officers and traders spread across multiple cities and continents.
• Interacted with various teams from upstream and downstream applications to identify, understand, research, investigate, analyze and define business processes and to propose changes.
• Gathered requirements from users and subject matter experts SME to understand the current functionality and assess user needs.
• Adopted waterfall methodology and documented end-user business and functional requirements in numerous Business Requirement Documents BRD and Enhancement - Bug Fix EBR Reports.
• Utilized MS Visio to model use cases, current planned application architecture, planned process architecture and UML artifacts viz.: activity diagrams, sequence diagrams, logical data model, data flow diagram etc.
• Involved in end-to-end product on-boarding cycle viz.: feed-format specification, data-modeling, sourcing market data, integration with QR pricer, computing MTM and exposure, applying netting/collateral benefits, identifying deal activity, billing credit charges etc.
• Used advanced SQL queries to investigate possible solutions and to ensure that test results are inline with the expectations set by business.
• Extensively used MS Excel and its powerful features VLOOKUP, MATCH, INDEX, DCOUNT, Validation Set, PivotTables, SubTotals, Grouping, Goal Seek, Solver etc to perform detailed impact and regression analyses in order to determine the effects of proposed software changes on marked-to-market values, CVA, exposure, PnL and other important metrics.
• Also, developed Excel VBA macros to perform automated calculations and to present the results to the business using advanced excel charts.
• Prepared detailed test plan and test scripts for both SIT and UAT phases and participated in all phases of testing cycle.
• Conducted requirements and UAT results review sessions with Business, QR Quantitative Research , Plan, Operate and Application Development teams.
• Actively involved in project planning, updates, and status reports.
• Provided L3 support for critical production issues.

CONFIDENTIAL

Role: Business Analyst

Involved in the design and implementation of robust, fast and efficient front and back-end applications for a sophisticated options and derivatives trading system in a fully automated electronic environment. Directly involved in discussions with financial engineers as well as traders on the Fixed Income Trading Desk to conceptualize their needs and was responsible for transforming conceptual ideas into functionality. I was also responsible for analysis and delivery of brokerage initiatives in the following areas: portfolio analysis, margin lending and online trading.

Responsibilities

• Designed and implemented Front End for a Fixed Income Trading System, including trade blotter and interfaces to risk management and middle office.
• Redesigned the core of the Options pricing/trading system.
• Designed and implemented Simulation Tool in MS Excel to price complex equity derivatives portfolios in combination with fixed income and finance desk portfolios.
• Designed and implemented Portfolio Risk Management Analysis System to automate hedging of various investment portfolios.
• Developed EXCEL models for Portfolio Risk and Return Analysis, as a basis for complex trading packages designed by programmers.
• Responsible for numerous decisions in respect to business policies, procedures, methods for implementation.
• Performed what-if analysis scenario analysis using Excel as per the requirements of the managers.
• Facilitated JAD Sessions with users, developers, and database design team to deal with backend synchronization issues

Created various types of reports/sub-reports and drilldown reports, standard and cross tab reports with bar-chart, pie-chart and line-chart graph representation reports using Crystal Reports. Provided walkthroughs of the Reporting feature.

CONFIDENTIAL

Role: Business Analyst

The project involved converting the insurance rules written in PLUS to Object Oriented language AION. I was involved in helping the Business team to write the rules specifications in Object Oriented format according to NAVA and ACORD regulations. I worked with the rules development team to make the Object Model in Rational Rose. I also integrated the Object Model with the rules specifications. Performed specification cleanups and making them more programmer friendly.

Responsibilities

• Used RUP process of software development throughout the project cycle.
• Worked with users to analyze current business processes and procedures to help identify gaps and areas for process improvement.
• Conducted JAD sessions to facilitate effective communication and exchange of views between stakeholders and produce swift endorsement
• Converted business requirements into functional specifications
• Worked with the user to define and document As-Is and To-Be business processes/business rules and assisted in defining business process requirements and specifications.
• Used Rational Clear Quest for error and enhancement tickets.
• Maintained the rule repository for change requests by the business users.
• Uploaded the rules repository to the VMD Value Maintenance Desktop A program developed by Liberty Mutual for modifying rules and variables directly without going through the IT.
• Helped the business learn how to use the VMD for adding expiring and editing rules and variable through the VMD.
• Coordinated between the business, development and testing teams.

CONFIDENTIAL

Role: Business Systems Analyst

CONFIDENTIAL offers rich content on mutual funds bonds, ULIPS etc and helps you take informed decisions. The key objective was to provide the Indian investor with mutual fund products to suit a variety of investment needs and to develop a solution that captured all aspects of customers' investment holdings, liquidity needs and future goals based on life stages and events. Developed, maintained and enhanced the clients' portfolio management system within Wealth Management Support Organization as a Business Analyst in web portal system online banking .

Responsibilities:

• Developed, maintained and enhanced the portfolio management system within the investment management support organization.
• Facilitated communication between IT, project team, development team and functional area management through application development sessions.
• Translated business needs into functional requirements documents and communicated with the business on a non-technical level and with the development team on a more technical level.
• Collaborated with development architect and the business to develop both high-level and detailed application architecture to meet the business needs.
• Worked with users to analyze current business processes and procedures in order to identify gaps and areas for process improvement.
• Actively engaged functional area executives to develop short and long term objectives as it relates to systems improvements.
• Assisted in enforcing project deadlines and schedules and ensured that issues are identified, reported, tracked and resolved in a timely manner.
• Prepared custom reports and performed SQL query, data analysis and verification using MS Access and MS Excel.
• Documented test plans, test cases and test scripts for both GUI and functionality testing. Conducted UAT sessions as well.