SUMMARY:

• Confidential is part of Wealth Management Consulting Group, U.S.A. He has close to 11 years of experience working for Investment Banking Clients (JPMC, Ameriprise, Confidential to name a few). As part of his Consulting assignments (Agile and Waterfall), he has Led and Managed Requirement Gathering, SCRUM, Analysis, Business/Product Analysis, Process Standardization, Application Upgrades, Enhancements, Functional Studies, Quality Reviews, Wireframes Review, UI and UAT testing.
• Focused on consulting to Wealth Management and Cards (BFS) industry for technology and operation areas; Product and Project experience encompasses Digital Wealth Management, Robo Advisory, Real Time Money Movement (ACH, Journals, Retirement Distribution, Contribution...), Proposal Generation, Financial Planning Tools, Service Delivery, Artificial Intelligence; with a blend of Agile and Waterfall Project management skills, he also has project experience in areas like Compliance (AML,DOL and Credit Risk), Smart/Digital Doc Forms, Data, Responsive Web Design, Adaptive Web Design, Web Analytics, Data Conversion, Business Lending and Digital UI space.
• Proficient in various Requirements, Analytical and Agile Tools like JIRA, Version 1, Blueprint and Quality Center.
• Strong Understanding and Working Knowledge of Current Industry Compliance, Risk and Digital UI Designing Standards i.e. BASEL, SOX, COSO AND COBIT
• Proficient in Technical and Business Writing, Business Process Flow, Business Analysis and testing various methodologies.
• Solid experience in working with various requirement gathering techniques like Brainstorming, JAD sessions, Focus Analysis, Survey, Document Analysis, Interview, Prototyping and Observation.
• Strong experience in creating Use Cases, Use Case Diagrams, Sequence Flows using MS Visio.
• Experience in performing Feasibility Studies, Impact analysis, GAP analysis and Risk Analysis.
• Experience in delivering Competitive Analysis, feasibility study document, business process document (BPD), functional requirements specification (FRS), System Requirements Specifications (SRS), and Minutes of Meeting.
• Solid experience in Requirements definition, functional specifications and gap analysis, implementing projects, end to end testing and User acceptance testing (UAT).

TECHNICAL SKILLS:

Skills: Basic SQL, DWH and HTML Wireframe and UAT Testing Proficient in MS Office Suite, Visio, Version One, JIRA, Clarity, Blueprint and Confluence Designing UI/UX Standards

PROFESSIONAL EXPERIENCE:

Confidential, NY, NY

SME Lead Business Analyst

Responsibilities:

• Design and Solution roadmap for Business and technology Analysis for Digital Real Time Money Move Product (ACH, Journals, Recurring Payments, Retirement Distribution, Contribution etc)
• Architect the System Solution and Interaction Map
• Direct and oversee Product and Analytics requirement as an SME in tandem with various Business group
• Design and articulate backend service movement between various internal Systems
• Responsible for defining product requirements for Money Movement Work and Digital On boarding Streams
• Responsible for development of detailed Epics, User stories and Scenarios.
• Lead group of Business Analyst to perform detail study on competitive analysis and product development

Confidential, San Diego, CA

Sr. Business Analyst

Responsibilities:

• Conduct detailed Analysis of various work stream( Advisory On boarding) involved
• Responsible for handling requirements for New Accounts on LPL Advisory trading platform
• Responsible for development of detailed Scenarios, Application Testing
• Responsible for documenting business, user requirements, test plans and implementation task list
• Conduct JAD sessions and responsible for UAT coordination

Confidential, Minneapolis, MN

Sr. Business Analyst

Responsibilities:

• Conduct detailed study of AS IS Process and develop and document UR, BRD and FSD.
• Responsible for development of detailed Scenarios, Application Testing.
• Conduct JAD sessions with SMEs, Business Owners and Process Analyst
• Conduct GAP and IMPACT analysis for AS IS and TO BE process

Confidential, Minneapolis, MN

Sr. Business Analyst

Responsibilities:

• Conduct and participate in Data Analysis, Conversion, Design and Review sessions
• Responsible for end to end Data conversion activities
• Act as liaison between various stakeholders including Business, ETL, source teams and third Vendor.

Confidential, Minneapolis, MN

Sr. Business Analyst - Business Consulting - Small Business Lending

Responsibilities:

• Develop and document complex Technical Approach Documents (TAD).
• Act as liaison between various PMO, Business Lines and development team for Requirements and QA.
• Lead and Execute Project Management, Project Scheduling, Project Tracking.

Confidential, Richmond, VA

Sr. Business System Analyst - IT Consulting - Data Conversion

Responsibilities:

• Preparation of Requirement documents (RPD) and Source to Target Mapping.
• Interact with the end users in understanding the business rules, gathering and eliciting requirement specs, technical specs and mapping documents.
• Assisting in Design and development of end-to-end ETL process

Confidential, Richmond, VA

Sr. Business System Analyst - IT Consulting - Digital

Responsibilities:

• Work closely with the UI team to model/design the Wireframes, which met user defined requirements.
• Responsible for Identifying, gathering, developing and documenting Business requirements.
• Supportsystemimplementation/rollout, Quality Assurance activities, including all necessary pilots.
• Coordinate with Offshore testing and analysis team
• Extensive experience in Functional, GUI and back-end testing, browser compatibility testing.
• Create Site Map and Process diagram
• Oversee Requirements Change management
• Design and develop activity process flow diagram.

Confidential, Richmond, VA

Sr. Business System Analyst

Responsibilities:

• Perform Requirements Analysis and Lead Artifacts Documentation
• Lead Requirements change management.
• Support for System testing, Integration testing and User acceptance testing.
• Performing Impact Analysis and documenting wide area of application workflow.

Confidential, Pittsburgh, PA

IT Risk Analyst – Consulting – Electric and Energy 

Responsibilities:

• Identify IT and Manual risk and control points and document corresponding risks, controls and gaps based on the corporate framework and industry requirements like COSO/COBIT/SOX
• Quality analysis and debug of errors of Risk and control matrix
• Assist Internal and External Audit during the test controls, and remediation plans

Confidential, Florence, KY 

Analyst – Operations

Responsibilities:

• Analysed clients systems and business processes,
• Worked extensively with Business in understanding and documenting system requirements
• Provided inputs in the strategic development of detailed project plans, work assignments, target dates etc.
• Functioned as the primary liaison between the business lines, operations throughout the project cycle.