Financial Business Analyst/project Manager Resume
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PROFESSIONAL SUMMARY:
- Over 12 years of experience in the Full Project lifecycle i.e. planning, analysis, design, development, testing & implementation & employed the best practices in business requirements acquiring techniques using Agile Metholodology.
- Domain Experience: Financial Services, Oil& Gas, Retail, Telecommunications and Manufacturing
- Extensive experience in interacting with Clients/End Users for requirement gathering.
- Hands on experience in creating requirements and establish traceability matrix among different kinds of requirements.
- Excellent interpersonal, written, presentation and oral communication skills. Self directed, disciplined, flexible and confident, ready for new responsibilities.
- Experienced in managing both low and high - severity incidents across the entire incident life-cycle in accordance with availability, resolution and restoration SLAs.
- Always worked towards continuous improvement of process and procedures.
- Escalated and communicated in a timely fashion the status of major incidents and problems with IT and business stakeholders including executive management.
- Team builder with strong leadership qualities. Demonstrated initiative, drive, and ability to manage multiple priorities throughout academic and professional term.
- Exceptional Communication, Interpersonal, Analytical and Presentation skills.
TECHNICAL SKILLS:
Software/Applications: MS-Access, Excel, Visio, Crystal report, Outlook, SAP
SD/CRM, SAP FICO, PowerPoint, Baan, sales force, Ariba, SharePoint
Analysis Tools: IBM Requisite Pro
PROFESSIONAL EXPERIENCE:
Financial Business Analyst/Project Manager
Confidential
Responsibilities:
- Created a SharePoint Application for Private Capital advisory team to parse and report on the group’s data repository. The data used by PCA (Private Capital Advisory) works across most private asset classes by providing liquidity services to institutional investors and large corporate groups
- Created an application for the Compliance team that accepts as input the trade activity from Alpha Capture System and matches it against feeds from Blue Matrix, Fidessa, Two Sigma and Marshall Wace to generate an exception report (Match comparison fields, Current Rating, Rating Changes)
- Created a data structure taking in various data feeds of different content types: Confidential (Investors - funds, holdings/positions over time), FactSet (transactions (deals), financials (performance metrics over time), research projections (estimates over time), market (share price, volume, short interest, etc. over time)
- Partnered with the business users, internal systems team and external vendors in documenting requirements
- Initiated and managed business process reviews and workflow changes, working with end users, vendors and technology when applicable
- Analyzed data to help support business requirement gathering and data quality
- Provide daily support to end users including managing issue resolution (Thomson Reuter and FactSet) and performing root cause analysis. Proactively identified areas for improvement and introduce innovative recommendations, factoring in customer needs, external approaches, data analytics, as well as industry best practices
- Keep abreast of industry initiatives and market trends that impact the business to continue to improve efficiencies
- Managed project task responsibilities, including identification of project risks and conducting user, generating requirements documentation
Service Transition Manager/Project Manager/Business Analyst
Confidential
Responsibilities:
- Gathered business requirements, specifications, worked with programmers in data extraction and provided project status (using projectmanager.com) for projects related to Trader Surveillance IT in Capital Markets Group, specifically FI Derivatives.
- Assisted in development of Pre and Post Sales procedures and business practices.
- Exceled as liaison between the trading desk and developers to expose informational, analytical, and workflow-optimizing needs.
- Reviewed Suspicious Activity Reports on a daily basis while ensuring compliance with federal regulations.
- Performed Enhanced Due Diligence on customer’s deemed high risk, and suggested account restrictions and/or account closures based on risk to the institution.
- Facilitated Daily scrum meetings, spring planning, spring review, and spring retrospective.
- Worked with Product owner On Artifacts Such as Product Backlog, Spring Backlog, Confidential Burndown
- Facilitated Scrum of Scrums for offshore Scrum teams in US states, London and Singapore
- Managed the overall performance and delivery of cross-functional
- Publicized the team's progress and successes to make sure they are highly visible to product owner / stakeholders.
- Managed projects in both Agile and Waterfall development environments.
- Kept the team together all the time to ensure successful sprints.
- Created Business requirements document for Confidential Merrill loan syndication team and functional requirement document for the technical team. Created use case diagrams and user manual, capturing screenshots for users to better understand the application.
- Implemented IPC trading communication (Unigy) platform to provide trading firms the key capabilities they need across the entire trading lifecycle and workflow by delivering tools that allow the traders to manage call, speaker, contact and directories directly from a PC.
- Utilized Nice Actimize Enterprise Risk Case Manager to better manage and mitigate organizational risk by centralizing and correlating data and activities from across the enterprise into a single interface, turning multiple flows of information into actionable intelligence.
- Leveraged NICE Communication Surveillance Observe Module, to monitor all communications with potential compliance risks in real time, comparison with prior risk communications and pattern recognition algorithm
- Created Runbook regarding AUTHORIZATION AND ONGOING OBLIGATIONS APPLICABLE TO PROVIDERS OF DATA SERVICES
- OTC’s Reporting - Provided the competent authority with a complete breakdown of the positions of any or all market members or participants, upon request
- Supported Trading floors with Dodd Frank call recording, reporting initiative
- Ensured that all established and approved customer processes (i.e. change control) are adhered to.
- Communicated and work with Project Manager to define metrics, performance goals and risk analysis.
- Responsible for development of ITIL based enterprise problem management policies, processes, targeted communication approach and escalation strategy
- Provided a disciplined process for introducing required changes within the Information Technology (IT) environment, with minimal disruption to ongoing operations and services over Remedy application.
- Assessed, planned Change Management process. Represented weekly Change Advisory Board (CAB) meeting and facilitated stakeholder analysis & impact assessment
- Shared leadership responsibilities in Project Management Life Cycle (PMLC) in document consolidation exercise among the team including different tasks identified.
- Produced proactive reports, trending analysis, service level reporting, process consultation and application of ITIL best practice.
- Act as the key point of contact for the client on all matters relating to change management, facilitated meetings as appropriate and ensures all relevant documentation is available at client meetings.
Business Analyst
Confidential
Responsibilities:
- Worked in cross-functional teams across marketing, product development and product delivery to shepherd world-class mobile solutions into the market.
- Acted as the primary liaison between the Business Units, Information Technology (IT) and 3rd party vendors.
- Demonstrated skills in interviewing business units, stakeholders and technical leaders to gather and clarify business requirements.
- Analyzed corporate business processes to develop customized solutions to reduce costs, increase revenue and maximize profit.
- Led planning meetings, JAD sessions (Joint Application Design), analysis development and other project meetings throughout product life cycle.
- Conducted interviews and developed business cases to implement process changes, create material, and instructed clients on new processes and procedures.
- Managed direct relationship with third party vendors and offshore development teams, created communication channel, and project’s review for management.
Business Analyst
Confidential
Responsibilities:
- Managed the transition of supply chain operations from Ariba to Sharepoint
- Planned and procured all imported raw materials, local raw materials, packaging materials and servicesrelated to logistics
- Optimized inventory control processes and inventory levels with the implementation of a parts planningsystem
- Collected requirements using Interviews, Requirements workshops, Business Process Descriptions, Usecases, Scenarios, Task and Workflow analysis
- Critically evaluated information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.
- Served as the conduit between the customer community (internal and external customers) and thesoftware development team through which requirements flows
Business Analyst
Confidential
Responsibilities:
- Led the business unit's SOP (sales/operations planning) process that drove manufacturing plans (production, capacity and inventory plans), sales plans (forecasting, bookings and shipments), sourcing plans (raw materials), financial plans (budgeting & financial outlooks) and impact/contingency analysis
- Developed strong analytical and presentation skills as a key member of the group responsible to develop, assemble and present the business unit's quarterly and annual status/progress updates to divisional and corporate management
- Key member of effort to introduce a MRP (Material Requirements Planning) system and concepts into the organization while successfully leading the effort to centralize production planning/scheduling, sales forecasting, and the replenishment/distribution processes
- SME on various initiatives for both deployment and strategic plans for multiple BU’s.
- Participated in meetings and communicated to all levels in a logical, concise complete manner.
- Gathered user requirements in relation to controlling, recording and monitoring manufacturing activities.
- Participated in meetings for process improvement discussions with the manufacturing, engineering and quality business partners
- Well demonstrated knowledge seeking across IT organizational boundaries in the performance of daily work
- Participated in functional requirement sessions with business and IT teams
- Created and documented materials to end users
Business Analyst
Confidential
Responsibilities:
- Directed the efforts required for material acquisition, including supplier selection, purchase order processing, expediting, and warehousing.
- Gathered requirements in JAD sessions, analyzed, and documented Business requirements based on the analysis of credit card processing workflow model.
- Interacted with various cross-functional teams on building business Use Cases, and understanding expenses and revenue stream.
- Interacted with developers, discussing the specifications provided by the Analysts and also the changes and the inconsistency in the application.
- Involved in gathering user requirements, coordinating business meetings, and generating monthly status reports etc.
- Created Use case scenarios and writing use cases as per the specifications and requirements Analysis.
- Managed software requirements using Requisite Pro tool. Created Stakeholders and User requirement types, added attributes, and established traceability matrix.
Business Analyst
Confidential
Responsibilities:
- Conducted user interviews, gathered requirements in JAD sessions, analyzed, and documented Business requirements based on the analysis of credit card processing workflow model.
- Analyzed business requirements and segregated them into high level and low level Use Cases, activity diagrams / State Chart Diagrams using Microsoft Visio, thus defining the Data Process Models
- Prepared Workflow diagrams to analyze AS IS and TO BE scenarios, designed new process flows and documented the business process and various business scenarios.
- Prepared quarterly forecasts, annual budget, and management reporting to offer management a bigger picture of project status and upcoming milestones.
- Assisted in bug management and risk analysis of the bugs in the system.
- Participated in the bug review meetings, updated requirement document as per business user feedback and change in functionality of the application.
- Assisted client in developing content and materials, recommended enhancements and identified new business requirements.
Business Analyst
Confidential
Responsibilities:
- Responsible for working with internal and external teams to define, implement and support their project initiatives through Salesforce, as well as create standardized and ad hoc reports in Salesforce to meet operational requirements.
- Involved in a range of Salesforce related activities including assessing customer needs, setup of business, processes/workflows, developing functional requirements
- Responsibilities included interviewing stakeholders (subject matter experts, state representatives from Executive Office to manage and map business requirements, performed gap analysis, risk assessment, modifications, and design specification mapping.
- Extracted activity sequencing, inputs, outputs, interface relationship and data elements and create user flows for ”TO BE” systems based on functional areas.