Sr Business Analyst Resume
Mclean, VA
SUMMARY
- Worked as a Business Analyst (Capital markets and Payment Systems) in the domain of finance and banking for 10+ years.
- Experienced in Investment Banking and Asset Management - Front, Middle & Back Office functions, including directly facing the client, supporting the first office and operations analysis.
- Experienced creating Robotic Process Automation for the processes.
- Experienced in mortgage products pricing and offerings.
- Experienced working on various modules of OracleUtilities Customer Care and Billing Solutions.
- Experience in translating complex business needs into clear and conciseBRDandFRDdocuments.
- Develop and execute excel macros and vba as part of RPA Task creation and execution
- Experienced in analyzing massive and highly complex data sets, performing ad-hoc analysis and data manipulation.
- Experienced with writing reports using Cognos reporting system to extract data for analysis using filters based on the analysis.
- Worked on complex information model, logical relationships, and the data structures that support different jean brands.
- Strong experience in Business and Data Analysis, Data Profiling, Data Migration, Data Integration and Metadata Management Services.
- Good experience in Data Modeling with expertise in creating Star & Snow-Flake Schemas, FACT and Dimensions Tables, Physical and Logical Data Modeling using Erwin.
- Experienced working on DB2and Oracle databases.
- Worked closely with database engineers and architects to maintain integrity and stability of database.
- Responsible for developing monthly reports on database needs and issues.
- Assisted several important teams in backing up financial projections with real data.
- Excellent in understanding client requirements, summarizing client needs, and translating into technical options and solutions that meet end user business needs.
- Broad experience with SDLC requirement gathering and deployment using Agile Scrum, Rational Unified Process (RUP), Waterfall.
- Extensively experienced in creating wireframes, conducting JDA sessions with clients, developers and vendors.
- Worked onBRD, requirement gathering, flow of the application, functional requirements and designs.
- Proficient in creating UML diagrams like Use Case, Activity, Sequence, Collaboration, Class, State, Workflow, Process flow, Data flow and Deployment Diagrams using tools like Rational Rose, MS Visio.
- Experienced in handling ETL based data warehouses.
- Proficient in Java programming- both back end and front end: have worked in all phases of SDLC for secure applications primarily in java.
- Coordinated various Agile Ceremonies such as Sprint planning, Sprint retrospective and Daily Scrum meeting.
- Proficient in creating mapping spreadsheets, Source to Target mapping documents including transformation rules.
- Ability to plan and coordinate all testing phases including making test plans, conducting User Acceptance Testing (UAT) and creating & executing Test Scripts/Test Cases and highly involved with Regression, system testing and integration testing.
- Generated Traceability Matrix to ensure that all the requirements are covered by the test cases.
- Developed and documented business requirements which include wire frames, Mockup Screens, Prototyping and Business workflows.
- Experience in conducting GAP Analysis to identify differences between the organization's goal and existing processes as well as experience in As-Is and To-Be business process modeling to define and understand the current business process and analyze it to formulate future desired business process.
- Ability to develop high quality documents and presentations for multiple audiences including business and detailed requirements specifications.
- Proficient in creating BRD (Business requirement Document), TRD (Technical Requirement Document), FRD (Functional Requirement Document) and UAT Documents, and Use Case Narrative.
- Expert in partnering with all levels of managers, developers, QAs, stakeholders, business users and technology teams.
- Good understanding of Corporate Finance and multiple financial applications.
- Developed Test Cases from Business/System Requirements and Use Cases.
- Broad knowledge of banking industry (Retail banking, Investment banking, Private banking, Portfolio management, Asset management) and financial services.
- Extensive knowledge and understanding of financial statement analysis and investment instruments like Stock, Bonds, Options, Futures, Fixed Income, ETF, Mutual Funds, & Forwards. Trained and helped developers understand the logic of these instruments.
- A seasoned professional with planning, execution, monitoring and resource balancing skills and with the ability to support multiple projects.
- Good knowledge in RDBMS concepts, Database relationships and utilizing SQL through query statements.
- Exceptional interpersonal and technical writing skills along with demonstrated leadership ability and team spirit, allowing for remarkable effectiveness as liaison between business and IT concerns and productive communication with colleagues, clients and vendors across all functional disciplines.
TECHNICAL SKILLS
Programming Languages: Java, Javascript
Analysis and Methodologies: UML, Agile, Waterfall, Cost and Benefit Analysis, Gap Analysis, Feasibility Analysis, BDD, Global PayPlus-Services Platform, Clear2Pay
Microsoft Tools: Visio, Project, Office, SharePoint, Visual Studio
Reporting: Excel
Database: MS SQL Server, Oracle
Testing Tools: Jira, Quality Center, Cucumber
Operating Systems: Mac OS, Windows, Linux
PROFESSIONAL EXPERIENCE
Confidential, Mclean, VA
Sr Business Analyst
Responsibilities:
- Conducted daily scrum meetings to coach and mentor the self-organized, cross-functional Agile Project team on key principles of Scaled Agile (SAFe) competencies & practices including team ownership, commitment, effective user stories, agile estimation, and transparency.
- Created a technical Specification document to show how the project gathered data to create a new system environment in Oracle.
- Worked with developers to Build Blue Prism robots to automateprocessworkflow for the execution team.
- Determines RPA best practices and suggests how to improve current quality processes, standards and practices.
- Worked on designing DB2 database for the application.
- Writing test cases/scenarios and understanding of theBRDandFRD
- Responsible for checking new data for accuracy and removing inaccurate or corrupted data.
- Helped to transition the entire company to a new database platform over the course of a year.
- Trained employees on the proper ways to access and utilize the company database.
- Support business development activities, responding to the proposals as a RPA subject matter expert, by coordinating with key stake holders in the company.
- Support business development activities, responding to the proposals as a RPA subject matter expert, by coordinating with key stake holders in the company.
- Determines RPA best practices and suggests how to improve current quality processes, standards and practices.
- Assisted in the preparation and writing of transaction reviews
- Bring a level of robotics knowledge to the client and play an important role in identifying and targeting new opportunities with both existing and new clients
- Worked with Debt Finance centers globally regarding trends, transactions and local currency markets around the world
- Created and Updated the Data Dictionary Mapping from Database to User Interface(UI) for the Internal Portal Team
- Worked on master data management (MDM) as per client requirement and did data specs.
- Designing and Implementing solutions around RPA software like Blue Prism, Automation Anywhere and UI Path and to advise our clients on RPA tool selection
- Created SQL test scripts for a diverse group from the Application team, Testing team(IV&V), Performance team, Business Partners and others which were used for application verification.
- Mined data for the application team and design team to assist with creation of the application.
- Conducted data reverse mapping utilizing the TOAD, Siebel (SQL, PL/SQL server) for Oracle systems.
- Share inputs with the project and IT teams to ensure theBRDand theFRDis per expected specifications
- Acted as advisor and broker on the purchasing and selling of fixed income securities (GICs, repos, options, IR swaps)
- Analyzed portfolio along various risk metrics, ensuring adherence to policy and committee directives
- Reviewed municipal credits for primary and secondary market trading, monitored and reviewed high risk credits regularly to identify possible sell candidates.
- Provided financial analysis to support management decisions, projected balance sheets for client firm.
- Analyzed the loan pipeline and ensure management is provided with accurate secondary report data
- Managed transaction process (i.e. investor outreach campaign, handle calls with potential investors, manage escrow process and client reporting)
- Assisted in the development and creation of client marketing materials.
- Collaborated with Fixed Income Research factor risk models, QA, led to a higher model reliability
- Provided clients with fixed income risk analytics report on a monthly basis with above 95% on time delivery
- Trained investment accountant on new system, used currently as a tool for clarifying investment income variances.
- Reviewed company reports and filings and analyzed financial statements to develop an understanding of company.
- Developing and maintaining data series and chart packs that support investment team decision-making and analysis.
- ReviewingBRDandFRDand identify challenges that need to be addressed before the project goes live.
- Provided input into user interface layouts and created screen mock-ups. User interface prototypes were created with SnagIt and MS Word.
- Provided feedback on data mapping document for ETL process to merge tables and worked with data modelers in the creation of logical and physical data models and data base design using Erwin based on the business rules produced.
- Reviewed test cases and managed user acceptance testing for application production.
- Assisted in validation and testing complex scenarios for the maintenance of Quality Standards in projects.
- Utilized project management skills to lead division wide effort for implementation for the clearing of OTC derivative products including interest rate swaps and credit default swaps.
- Built complex discounted cash flow models to produce potential valuations of companies in the consumer sectors.
- Prepared research reports and presented investment recommendations to portfolio managers.
- Produced deal teasers of investment opportunities and advised executives on strategic planning before pitching the deals to private equity groups.
- Worked in Global PayPlus Services Platform working on various payment application layer modules like Liquidity Management, STP accelerator, High Value Payments, Customer Payments Hub, Mass payments etc. Also worked on payment management and payment execution modules of processing services layer.
- Enhanced customer experience with a unified processing model across multiple channels, legacy payment systems, and core banking environment.
- Provided a single view of the customer to meet customer’s needs by consolidating all payments activity and data in a payment hub.
- Improve operational efficiency and reduce risk through the entire payment lifecycle with a centralized, highly configurable payment hub solution that can be deployed globally, yet controlled locally.
- Hands on experience on funds transfer application including the messaging system like SWIFT and FIX protocol. CHIPS and FedWire.
- Worked on payment systems on Interface to AML, fraud management and to inquiry and investigation services.
- Worked on payments system’s Integration with security and entitlement infrastructure.
- Worked on integration modules and services to bank systems including: core banking, accounting, cash management, FX systems, bank corporate portal, mobile, ATM, etc.
- Managed dependencies and worked with dependent and interfacing teams to align support and delivery of product to ensure team success including process mapping of Commercial loan (Wholesale, DDA, CRE) life cycle process from case management of commercial relationships, underwriting analysis, credit approval, loan closing documentation, booking, funding and collateral vault to identify gaps and opportunities.
- Extensive knowledge of the client’s financial application developed mainly in Java.
- COTS evaluation and implementation for LOS, that resulted in choosing Business Objects.
- Implemented Fiserv as a COTS for LOS and provided feedback on performance.
- Reviewed and created use cases and storyboards for requirements gathering.
- Worked on handling ETL based data warehouses and file processing systems.
- Provided assistance to developers, business stakeholders, design team, QA team and Project Manager.
- Responsible for preparingBRD,FRD, User stories, Use cases and Test Cases on the basis
- Performance tuned operating system parameters and Oracle Fusion MiddlewareWebLogicapplication servers to provide optimal performance for the enterprise applications JVM tuning, JMS tuning.
- Created the as-Is and To-Be data flow diagrams for different phases of the project.
- Assisted with data migration to ensure the new system formats and requirements were met.
- Participated in design sessions, data and systems analysis, created data map and development integration documents.
- Monitored SQL queries, PL/SQL stored procedures, triggers on back end as a part of data analysis and data validation.
- Involved in setting up processes and standards for Data Corrections, Data Quality, Master Data, Reference Data and Metadata management.
- Created Weekly Status Report to be delivered to higher management to provide the progress of the project each week.
- Developed Test strategy/plans, Deployment/Go-Live cut-over plans, Lessons learned.
Environment: GlobalPayPlus-Services Platform,Java, Javascript,Agile, .Net, BRD,JavaScript, MS Word, Visio, PowerPoint, Excel, and Project, Adobe,FRD, Acrobat, SharePoint, SQL and Oracle databases, and Business Objects.
Confidential, New York City, NY
Sr. Business Analyst / Scrum Master
Responsibilities:
- Interacted with stakeholders to get a better understanding of client’s business processes and gathered business requirements.
- Collaborated with development teams to finalize Test Cases and Test plans and managing requirements Traceability matrix based on Change Requests.
- Experience in developing test plans and strategies and have conducted User Acceptance Testing (UAT).
- Connecting Calypso to Upstream and Downstream systems.
- Logged critical defects in the bug tracking system and assigned them severity and priority based on the impact to the application.
- Involved in managing the weekly status reports that detailed the manual test execution percentage andalsothe ratio of the passes versus failed test cases.
- Created business process workflow using MS Visio, data and process modeling
- Day-to-day interface with the technical, data operations, program management, research teams involved in product development
- Gather historical market data for end-of-day positions, VaR calculations and out of the box Calypso reporting (delta buckets, Vega buckets, gamma buckets).
- Assigning users for User acceptance testing (UAT) and taking feedback from users about the system.
- Responsible for creating documents likeFRD,BRD, SRS, Use-case documents.
- Worked on Master Data Management - In multiple projects at client
- Responsible for acting as liaison between database administrators and executive team, Developed regular reports for executives based on complex data extraction projects, Assisted in the business planning process by providing data to support sales and marketing assertions.
- Calculated daily mortgage products pricing and offerings, including examining pricing model input.
- Examined and arranged hedge derivatives required for optimal interest rates and fallout risk mitigation strategies.
- Computed and regulated regular pay-offs and rolls associated with monthly settlement activities.
- Performed price changes for retail and wholesale channels, build and sustain relationship with investors.
- Preparing process flow diagrams, activity diagrams, use cases and screen mock-ups for theBRDandFRD
- Determined and confirmed derivative trade regulations and terms handling operational process
- Managed operational and analytical elements of OTC derivatives
- Advised on options market behavior interest rates FX derivatives and currency hedges
- Ensured derivative transactions always adhered to terms monitored by regulatory bodies and organizational guidelines
- Worked as Lead on research and analysis of derivatives using various computer applications and software.
- Performed Integration of payment system with output channel gateways/systems to deliver: SWIFT, National Clearing, Target2, EBA, and other SWIFT-based clearing channel interfaces as needed.
- Performed Mapping, conversion, and translation of message formats in the payments systems.
- Performed Data access to bank IT facilities to enable archiving, investigation, and reporting.
- Managed the IT Software development of the Treasury & Capital Markets systems, supporting Foreign Currency, Derivatives transactions, fixed income, and payment systems with interfaces to Swift, Chips, and Chaps.
- Documentation: Ensure relevant documentation likeBRD, FRDand sign-off requirements are fulfilled
- Used Clear2Pay’s parsers (to handle incoming payments: from customer channels, or from interbank channels), submitters (for mapping outgoing payments from the module’s internal data model to the appropriate outgoing format) and validations.
- Familiar with all SDLC phases by working end to end for the financial application in java and javascript.
- Trained developers for various financial products and help them understand the logic of operation of Derivatives Analysis, Credit Derivatives and Fixed Income Securities.
- Executing test runs of failing acceptance test using Cucumber scripts
- During the test automation, provided a good base of functional requirements so that automatedacceptance tests written incucumberusing behavior-driven development (BDD).
- Used product development and organized requirements into Business Use Case with Activity and Sequence Diagrams using Rational Rose and MS Visio.
- Used Agile Methodology to minimize risk by implementing software development in short time frames or iterations.
- Moderated everyday Scrum meetings along with the other senior business analysts to improve the efficiency and productivity of each sprint.
- Created a product backlog in VersionOne at the Feature Group level and maintained the user stories for any requirement changes or enhancements
- UsedCucumberfor the entire phase of regression testing and functional testing with Selenium as primary tool for the test scenarios according to the user stories.
- Provided the detailed inputs to the Scrum Master about the tasks completed and assisted in the creation of the Sprint Burn-Down Chart Documented test plan, test cases, performed functional and regression testing and conducting UAT and recording the user feedback for future changes.
- Developed use cases and specific requirements for new releases and worked closely with application development and data operations teams to ensure features and releases function according to use cases, requirements and product strategy.
- Involved in managing Asset Classes like Stocks, Bonds, Currency Real Estate, Derivatives (Futures, Forwards, Options, Interest Rate Swaps, Credit Default Swaps)
- Worked with product manager to collaborate with appropriate teams for release and usage documentation where applicable (release notes, user guides, FAQs)
- Assisted with support activities that involve product management issues.
- Creating and maintaining theBRD,FRDand product backlogs for various projects
- Authored progress reports which were then submitted to project manager on a weekly basis
- Created test cases for the application under different releases and wrote SQL Queries to check the data.
- Point of contact for all the teams in CCR implementing the new agile methodologies to help in knowledge transfer for VersionOne tool
- Performed informal testing of solutions when necessary, for quality assurance of applications built.
- Understood and articulated business requirements from user interviews and then converted requirements into technical specifications.
- Created Traceability Matrix to trace each Test Case and associated them with the registered requirement.
Environment: GlobalPayPlus-Services Platform, Agile, BRD, Cucumber,Calypso, Rational Rose,Jira,VersionOne, VB Script, FRD,MS-Office, MS-Visio, UAT.
Confidential, New York
Business Analyst
Responsibilities:
- Involved in conducting meetings/interviews and JAD sessions with stakeholders to collect business, functional, non-functional and user requirements to enhance retail banking.
- Analyzed assisted team in deal merits, risks, potential structuring issues and relationship profitability.
- Prepared credit memorandums to present to executive managements.
- Analyzed Autosys job flows and created JIL's for data validation process such as pre and post load SQL checks.
- Performed Source system analysis (SSA) to identify the source data that needs to be moved into the target tables.
- Defined frameworks for Operational data system (ODS), Brokerage data warehouse (BDW), Central file distribution (CFD) and Data Quality (DQ) and created functional data requirement (FDR) and Master Test Strategy
- Worked on offering bank’s own GUI utilizing product’s underlying SOA services.
- Worked on customizing screens using rules and Meta data.
- Handled clearance and settlement with DTC, FED, CHIPS and Euroclear.
- Worked as a UAT tester and bug fixer in the applications front as well as back end written in java.
- Maintained cash forecast for North America's derivative portfolio.
- Maintained client portfolios in the analytic system; updating, pricing, generating reports, and providing call/maturity information in a timely manner.
- Led and managed the BA team responsible for analyzing the business impact of SWIFT 2008-'12 release changes and captured the business requirements for the various message types
- Integrated end to end retails and Supply chain planning and execution solutions through JDA
- Conducted User Interviews, gathered requirements and created BRD (Business Requirements Document), TDD (Technical Requirements Document), Non-Functional Requirements.
- Conducted interviews with various Business Users (Financial Advisers, Risk Management Group) to collect high level requirements and business process mapping information.
- Worked with the IT, to get a better understanding of the ATG platform and web development.
- Identified redundant system transactions which were impacting the overall productivity by keeping track of all the data using SQL Server. Participated in the research and evaluation of new products, services and proposed AML solutions.
- Created reports connected to various databases like Guidewire Policy, Guide wire Claims and MDM as per business requirements.
- Involved in implementation of regulatory compliance like Dodd-Frank initiative, loan, loan programs into the internal Originations, Servicing and underwriting and downstream applications.
- Project Management for integration of ATG E-Commerce software and EDI services.
- Worked in a fast-paced atmosphere SCRUM and studied business processes, legacy application, and the corresponding Guidewire functionality and conducted requirements sessions.
- Analyzed account documentation to ensure the process is in linewith Dodd-Frank Act requirements.
- Advised on spend optimization, P&L reporting and analysis on commit vs forecast.
- Created Process Flow diagrams and Business Rule Wireframe components to identify and visualize the redundancy. Manages small teams and work efforts for Agile PLM Projects.
- Designed and implemented business intelligence, data warehousing or analytics applications that run on multiple platforms & are composed of multiple software tools.
- Created use cases, system specifications, process flows and test plans as tools to identify, gather, detail and document requirements. Worked on Agile and Scrum Methodology for Salesforce custom app implementation.
- Reviewed CED database set up for cards, networks, and ATMs.
- Created ATM terminal.
- Organized requirements into Business Use Case with Activity and Sequence Diagrams using Rational Rose
- Designed, wrote, tested and implemented changes and improvements to the MB Banker system, based on Business requirements and Design documents
- Analyzed requirements for Retail Financial Services and Western Union Money Transfer implementation at Point of sales (POS) and identify solutions.
- Created UML diagrams (Structural, Behavioral and Interactive) and created Information Diagrams, Activity Diagrams and Process Flow Diagrams using MS Visio.
- Reviewed existing system functional processes with SME's, and proposed modifications and implemented new procedures to improve cash management processes.
- Used MS Visio to generate various UML Diagrams.
- Managed requirements throughout the SDLC (System Development Lifecycle), did Impact analysis and presented the outputs to Business Owners to validate key requirements and change requests.
- Ensured project/product requirements were well defined and easily understood by all stakeholders.
Environment: Global PayPlus-Services Platform, MS Visio, SharePoint, Axure, Main frame, Active Directory, J2EE, Axure Prototype tool, MS-SQL, Rational Requisite Pro, MS Outlook, Java, Rational Rose, PL/SQL Server, Microsoft office suite.
