SUMMARY:

• 6 years of experience as a Business Analyst (BA) in finance and insurance industries. Result oriented, quality focused, keen on learning, creative problem solver and analyzer, good team player with excellent communication skills. Enthusiastic self - starter who can boost productivity, foster efficiency and ensure profitability. Goal driven achiever with strong organizational skills.
• Over SIX years of experience as a Business Analyst in Finance/Accounting/Taxation domains and an in-depth understanding of the business process models underlying these domains.
• Experience working with diversified portfolios, due diligence scenarios, market interest rates and investment product risk factors.
• Experience in sales tax filing for several states AR, NY, CT
• Great understanding of e-Commerce, Commercial Lending, Real Estate, Retail and Insurance Industries
• Experience in creating “AS IS” and “To BE” business process.
• Extensive experience in analyzing and documenting business requirements and system functional specifications including Use Cases, Data and GAP Analysis.
• Good Knowledge and application of U.S. GAAP
• Experience in evaluating and documenting internal controls, preparing narratives, performing risk assessment and analysis. Experienced in Financial Budgeting, Analysis and Forecasting including expense report preparation.
• Experience in conducting Joint Application Development (JAD) and Rapid Application Development (RAD) sessions.
• Proficient in Microsoft suite of products including MS Word, MS Excel, MS PowerPoint and MS Visio.
• Expertise in the role of Scrum Master, facilitating/organizing daily scrum sessions, sprint planning meeting and sprint review meeting and preparing/analyzing burn down charts.
• Experience in conducting UI reviews of the prototype and the final end product.
• Effective in planning and executing business re-engineering solutions to take advantage of current market trends.
• Experience working on Excel Pivot tables, and Macros for Data Analysis.
• Good understanding of AGILE, RUP methodology.
• Sound knowledge about enterprise planning and budgeting, cost management.
• Good hands-on experience in QB, CCH (Tax), RIA Checkpoint, e-Commerce, Microsoft Excel, Microsoft Power-point, and Word Press (Website Management)
• Outstanding interpersonal and communication skills with strong attention to detail. Flexible to new challenges and adaptable to changes
• Highly innovative, result-oriented and quick learner. Excellent team player and strong management skills

TECHNICAL SKILLS:

Tools: used: Enterprise Architect, Microsoft Visio 2010. MS Visio, MS Project, MS Access, UML, Axure

Tax Software: H&R Block, Turbo tax, Great Tax, CCH (Tax), RIA Checkpoint SSCS (Service Station Computer Systems)

Financial Software: QuickBooks Enterprise

Office Software: MS Office 2010 (Word, Excel, Power Point, Outlook)

Technologies: e-Commerce

Methodologies: Waterfall, Agile, SDLC ( Software Development Life Cycle)

Operating Systems: Linux, Windows XP, NT, 2000/2003 Server

WORK EXPERIENCE:

Confidential, Little Rock, AR

Financial Business Analyst

Responsibilities:

• Translated the business needs into system requirements, communicating with the business on a non-technical level, and with the System Analyst on a more technical level.
• Responsible for creating a business process and workflow documentation using BPMN standards.
• Used Visio to carry out the Business Use Case Modeling and Business Object Modeling effort to develop the business architecture for rapid and controlled application development.
• Reconciling book and bank balances on a monthly/ yearly basis in QuickBooks
• Passing beginning of the year, month end and year ending Adjusting Journal Entries and Year End Journal Entries QuickBooks
• Creating Invoices and make payments as well as working on accounts receivable ledger on receiving payments as well as making adjustments with bad debts in QuickBooks
• Creating and analyzing financial reports along with working with the financial advisors with the Revenue Recognition principles stated in US GAAP
• Running payroll, recording and paying payroll liabilities along with generating and filing quarterly and annual payroll forms and with generating employee W-2 in QuickBooks
• Maintaining a documented system of accounting policies and procedures along with maintaining a system of controls over accounting transactions in SSCS (Service Station Computer Systems)
• Assisting in the production of annual company budget and financial forecast
• Automated the sales tax filing system along with generating and submitting monthly sales tax report for each location including tax exempt sales
• Calculating variances from the budget and report significant issues to the top management
• Worked towards integrating CRM solution to automate the payroll for employees worldwide along with paying payroll liabilities, filing quarterly and annual form
• Coordinating the provision of information to the Financial Firm for tax reporting purpose
• Created reports using SAP BO/ Crystal Reports based upon business requirements.
• Developed Client facing IVR prompt workflow to route calls to the right call center employee.
• Provided recommendations to senior management to dissolve the problems. Identified and escalated problems to senior management.
• Supported test manager to create test strategy, test plan & test cases. Participated in UAT.

Environment: Windows, SCCS, CRM, SAP Business Objects, MS Project, SQL, MS Office, CMS, SAP BO/Crystal Reports, QuickBooks, USGAAP, IVR, Oracle, SQL, UAT.

Confidential, New York, NY

Business Systems Analyst

Responsibilities:

• Interviewed business users and various customers groups to gather business requirements, wants/ needs concerning the project and carefully recorded the requirements in a format that could be understood by both business and technical teams
• Gathered requirements and wrote functional specifications, use cases for fund systems and Front Office Trading Application for Equity, Derivatives, Futures & Options and Fixed Income trades
• Worked on business process workflow diagrams using Business Process Modeling Notation (BPMN)
• Closely worked with Loan Management Financial Advisors and Industry professionals for Revenue Recognition and Data Analysis according to US GAAP.
• Provided time critical extract to business using SQL
• Investigated, reviewed and analyzed existing system and Trading Life Cycle and post-trade execution life cycle to expand and track activities related to Securities trading, Customer Management and Broker Compliance
• Carried out data analysis and data comparison on initial data loads from the legacy systems
• Strong experience of pricing and analysis for securities also used various Security Pricing models.
• Strong knowledge of back office processes and hands-on experience with CMS
• Conducted user at every release of enhancement package to the existing trading system

Environment: Windows, SDLC, SAP Business Objects, MS Project, CMS, SQL, MS Office, USGAAP, BPMN, SQL

Confidential, NYC

Financial Business Analyst

Responsibilities:

• Entered and reconciled bank statements and credit cards for 53 companies in a monthly/ yearly/ weekly basis into QB
• Responsible to analyze results and provide financial observations to upper management.
• Mentored new hires with any accounting related questions
• Passed year end Adjusting Journal Entries and Closing Journal entries.
• Performed Data Analysis of existing data through SQL
• Made adjustments with Revenue Recognition principles according to US GAAP
• Worked with UAT team to validate so that the developed application meets the business requirements.
• Created financial (P&L, Balance Sheet) reports at year end and compared reports with previous year. If any discrepancies found then contacted and interrogated client (s) to find out reason for discrepancy.
• Worked towards automation of scheduling payroll (both direct deposits & manual checks) for clients on weekly/ bi-weekly/ monthly basis on a web based interface for time management system. Also accounting for 401-K deductions. Kept records of payroll liabilities and paid online to IRS and State (Promp Tax: NYS-45, NJ-927, WR-30 etc) on a weekly, bi-weekly or monthly basis. Filed quarterly and annual payroll forms.
• Automated the filing of monthly and quarterly sales tax for multiple states
• Created Graphical representation of reports such as Bar charts, Pie charts etc as per the End user requirements using SAP BO / Crystal reports.
• Carried out analysis of data flow using Business Process Modeling Notation (BPMN)
• This job also included going to the client’s site and doing bookkeeping for them such as creating invoice, keeping track of the vendors, making bill payments on time, running payroll, entering and reconciling bank statements every month.
• Attended phone calls, communicated directly with clients and solved their accounting related issues according to their demand.
• Supported the IVR applications and managed the system quality using Dashboard

Environment: Windows, IVR, SAP Business Objects, MS Project, Crystal Reports, SQL, MS Office, BPMN, UAT, QuickBooks.

Confidential, New York, NY

Business Analyst

Responsibilities:

• Identified and validated high potential business opportunities for stakeholders and developed customized business strategies that are aligned with corporate strategic objectives.
• Coordinated work plan between project manager and business area with Microsoft Project.
• Supported the Project Manager for Solution design and Data analysis.
• Worked on Agile methodology in the process of System Development Life Cycle.
• Prepared Business Process Models that includes modeling of all the activities of business from conceptual to procedural level.
• Provided analysis, understanding and business perspectives on many financial and operational issues.
• Gathered Business Requirements, analyzed data/workflows. Defined the scope, financial projections and Cost/benefit analysis. Progressed from Problem Statement to well-documented Designs.
• Actively involved in validating the requirements and applying the RUP framework throughout the SDLC.
• Defined and performed the test strategies and associated scripts for the verification and validation of all defined business requirements and associated functionality.
• Scripted test cases and conducted Unit and System Testing. Handled project for UAT (User Acceptance Testing)
• Reviewed and analyzed the use cases and came up with system design and test plan templates.
• Participated in designing the reports by using Crystal Reports

Environment: Windows, MS Project, Crystal Reports, SQL, MS Office, Rational Tools, RUP, BPMN, UAT.

Confidential - Chicago, IL

Business Systems Analyst

Responsibilities:

• Analyzed the prior documentation and business processes for full understanding of the project. Interviewed 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
• Carried out data analysis and data comparison on initial data loads from the legacy systems
• Conducted cost-benefit analysis
• Involved in converting the business requirements into functional requirements and also created business process models from the requirement specifications.
• Facilitated questionnaire sessions to identify business rules, requirements and document them in a format that can be reviewed and understood by both the business professionals and technical team
• Worked with SQL queries using MS Access for data manipulations
• Created Use Case specifications, business flow diagrams, Use Case diagram and Sequence diagram using MS Visio, so the developers and other stake holders can understand the business process according to their perspective with possible alternate scenarios
• Created and maintained reports for use by external clients using Crystal Reports.
• Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other, resolve any issues and come to an agreement quickly

Environment: Crystal Reports, SQL, MS Visio, MS Office, Windows, MS Access.

Confidential, Miami, FL

Business Analyst

Responsibilities:

• Obtained a thorough grasp of the business process being followed.
• Involved in meetings and discussions with business users and client’s team to understand the scope, purpose and requirement of the enhancements.
• Developed system and defined metrics to evaluate performance in innovation, customer satisfaction employee participation.
• Gathered requirements during inception phase, documented and delivered business and functional specification documents.
• Developed use cases, workflow using MS Visio.

Environment: MS Visio, MS office Suite, Windows, UML, Use Cases.