SUMMARY:

• Dynamic Business Analyst professional with Financial Applications expertise having over 8 years’ of experience in Banking, Wealth Management, Insurance and Financial E - Services domain
• Qualified Project Management Professional (PMP) and Certified Scrum Master (CSM) professional, currently undergoing Certified Business Analysis Professional (CBAP) certification
• Well versed in conducting Joint Application Development (JAD) and Rapid Application Development (RAD) session, Workshops, Document Reviews and Functional Walkthroughs
• Proficient in developing Use Case Model, Use Case Diagrams, Behavior Diagrams (Sequence diagrams, Collaboration diagrams, State chart diagrams, Activity diagrams), Wireframes, Data Mapping, Data modeling and Data analysis Class Diagrams based on UML
• Worked extensively on Business Requirements Documents (BRD), Functional Requirements Specification (FRS), Software Requirement Specifications (SRS), Business Rules and Underwriting Rules Systems, Requirements Traceability Matrix (RTM), Requirements Management Plan (RMP), Requests for Proposals (RFP), Project Management Plan, Risk Identification & Management and Change Management for critical mission accomplishing projects
• Experience in Graphical User Interface (GUI) design, Wire frames, Prototypes, Screen Mock-ups, site navigation models.
• Extensive knowledge of Software Development Life Cycle (SDLC), Software Development Methodologies including SCRUM, Agile/Lean, Waterfall, Rational Unified Process (RUP) and Business Analyst standards and best practices
• Working Knowledge of Scrum tools and concepts such as Scrum team, Product Backlog, Sprint, Sprint Backlog, User stories, Burn down Charts, and Planning Poker
• Proficient in User Acceptance Testing (UAT), Functionality, Black Box, and Regression Testing
• Defined Test Plans/Scripts created Test cases, effectively tracked defects and made reports using Test Director, resolving simple errors and configuration issues by writing simple SQL queries.
• In-depth knowledge of Life Insurance, Health Insurance, Group and Benefit Administration, Anti Money Laundering (AML)/Know Your Customer (KYC) and Customer Identification diligence policies, Corporate Finance functions and US Regulatory/Compliance Reporting; (Basel III, Sarbanes Oxley and Dodd Frank Regulations)
• Understanding of relational databases design concepts, ability to read database models
• A hands-on team player who is able to work independently with IT, business clients and stakeholders under tight deadlines and refine their needs into a single consistent vision
• Excellent interpersonal, communication, documentation, facilitation, negotiation, organizational and time management skills, highly adaptable to changing situations
• Detail-oriented, highly analytical with extensive consulting and problem solving experience.

SKILLS SET:

• BABOK (Business Analysis Book of Knowledge)
• PMBOK (Project Management Body of Knowledge)
• Requisite Pro
• Clear Quest
• Clear Case
• Rational Rose
• MS SharePoint
• UML
• MS Office 2016: Excel
• Word
• PowerPoint
• Access
• MS Visio 2016
• MS Project 2016
• SharePoint
• Power Pivot
• HP PPM
• Adobe Photoshop
• Webex
• Oracle
• Java
• Dot Net
• C#
• Test Director
• BugZero
• Atlassian JIRA iRise
• SnagIT
• Balsamiq Mockups
• Rally
• MagicDraw
• DataStage
• SQL Server
• SSRS
• Report Builder
• MS Visual Studio
• Quick Test Pro 8.0
• Quality Center 8.0.

PROFESSIONAL EXPERIENCE:

Confidential, Windsor, CT

Sr. Business Systems Analyst

Responsibilities:

• Worked in all the phases of Rational Unified Process (RUP) such as Inception, Elaboration, Construction, and Transition
• Defined the future state of Dental and Vision product offerings
• Coordinated extensively between the Product managers and SMEs which includes Legal & Compliance, Underwriting, Risk Operations, Business Architecture, Marketing and Product Managers to ensure application covers all the requirements
• Conducted elaboration sessions with globally dispersed teams (Ireland, India, US and Canada) to elicit and refine requirements using WebEx and Adobe Connect technologies
• Extracted requirements from work-sessions with the stakeholders, refined and documented them into Business Requirement Documents (BRD) and Functional Requirement Specifications (FRS) for the Dental and Vision; Proposal, Renewal, Benefit Highlighters, Rate Endorsements, Certificate of Insurance (COI), State Variation COI documents
• Utilized SunLife’s DocGen Process and Web-Application to create templates for reproducing customized document proposals, revisions, renewals, certificates, letters that can be re-used, thereby offering an easy way to create documents for the Dental and Vision Health Insurance products
• Designed the templates like a regular document and used XML and Markup language to distinguish the static text from the variable text, and to generate dynamic contents
• Created wireframes using Axure RP, to visualize the graphical layout, features, interface elements and navigational systems of the proposed web page for Vision product’s Exam; CoreBuy-Up; and Full Service plans in QPS
• Created the Data Requirements Specifications (DRS), identified the data elements and attributes, mapped each field in QPS to the XML tags
• Documented business rules and policies related to the data elements
• Created schema design documents containing iStream fields and XML tags for each of the requirement specification documents, and mapped each XML tag to the appropriate definition level in QPS and DRS
• Conducted Functional Walkthroughs and Requirements Hand-Over sessions with the Development (DocGen & Data Loader) and Quality Assurance (QA) team
• Coordinated a globally dispersed Development, Quality Assurance and Deployment team
• Wrote SQL queries and joins to filter data within the SQL Server database
• Tracked issues and ensured prompt resolution using BugZero tool

Environment: MS Office 2016 suite, including Word, Excel, Visio, Power Point, Project, Outlook and Access, SharePoint, RUP, WebEx, Adobe Connect, SnagIt Editor, Magic Draw, BugZero, DataLoader, Axure RP 8.0

Sr. Business Analyst

Responsibilities:

• Conducted the GAP analysis and documentation of the as-is and to-be process flow of the existing Quoting functionality documentation
• Evaluated options, risks and benefits associated with changes as it relates to system and service processing
• Analyzed, designed and developed complex business solutions and changes to administrative systems and interfaces
• Elicited requirements effectively with the business units regarding “Know Your Customer” (KYC) documentation required and clarification of structure and content of the request.
• Documented and refined underwriting rules to be utilized by the Automated Underwriting Rules engine
• Assisted project manager with other in-progress project documentation like Project Plan, Project Schedule, Scope Document, Issue Tracking report, etc.
• Facilitated work-sessions with process users, developers, architect to elicit requirements, to better understand their needs and present solutions using a Waterfall approach
• Extracted requirements from work-sessions with the stakeholders, refined and documented them into Business Requirement Documents (BRD) and Functional Requirement Documents (FRD)
• Involved in documenting customization requirements, business rules and data migration requirements for the COTS implementation
• Conducted daily team review meetings to provide status and progress update to the project team
• Analyzed client data and documentation in order to determine client risk profile as established under the global KYC procedures
• Identified/documented the data sources, transformation rules and authority limits required to populate and maintain the underwriting rules engine
• Defined and mapped the key identifiers, provisions, data fields, valid threshold values and logic for each underwriting rule and created the data mapping document
• Developed UML diagrams such as swim-lane, business process diagrams and other flows to document and present to business users using MS Visio.
• Designed Screen Mockups and Wireframes for the application’s User Interfaces (UI) using MS Visio
• Conducted functional walkthroughs and demos of the features and navigation of newly created interfaces for the web application to business users
• Involved in performing version control and defect tracking
• Reviewed and updated the test plans for the Functional and Regression testing of Enterprise and Enhancement projects using HP Quality Centre
• Conduct peer reviews to assess and provide feedback on requirements document and its quality

Environment: MS Office 2010 suite, including Word, Excel, Visio, Power Point, Project, Outlook and Access, SharePoint, SnagIt Editor, Java, HP Quality Centre, HP PPM, Enterprise Architect (EA) UML diagrams.

Sr. Business Systems Analyst.

Responsibilities:

• Analyzed the existing system and business process flow by understanding preset business rules and conditions through data analysis and GAP analysis
• Identified risks and limitations/defects users currently experience in the operational reports obtained from current systems, and recommended solutions to overcome these limitations
• Analyzed the distributed workflow front to back to identify the root cause of report inconsistencies
• Modified the existing Enterprise Risk Management web interface to in corporate new functionality
• Defined the logic to calculate various data fields like Outstanding Amount, Maturity Grouping Factor, Credit EAD (Exposure at Default) and Unrealized Gain Loss for different products
• Advised the lines of business and management on the development of policy, procedures, systems, controls and training to address the AML and sanctions risks
• Conducted deep dive reviews into existing reporting rules and associated infrastructure.
• Wrote functional specifications for technology for changes to reporting processes
• Worked with the project team to prepare Requirements Management Plan (RMP) to document, analyze, trace and prioritize requirements
• Identified project risks and dependencies and provided implementation alternatives to mitigate project risk related to scope, schedule and budget
• Generated a streamline process to understand the various steps in the Loan Lifecycle and desired functionality of the new system by interacting with users, management, SMEs and stakeholders
• Conducted interviews with key business users, and Surveys and Brainstorming sessions with SMEs to collect requirements and business process information utilizing the BABOK techniques
• Worked actively in the preparation of Business Requirement Documents (BRD), Functional Requirement Specification (FRS) and Change Request using IBM DOORs to manage the documents and requirements
• Created conceptual, logical and physical data models based on requirements gathered from users
• Designed and developed Use Cases, User Story, Process flow diagrams and many other UML models using Microsoft Visio
• Worked closely with the User Interface (UI/UX) team to model screens by developing Wireframes and Mockups using Balsamiq Mockups
• Utilized data analysis techniques and SQL queries to validate business rules
• Designed and implemented basic SQL queries for report and data validation using SQL Server Reporting Services (SSRS) and Report Builder
• Involved with the technical teams during implementation such that the right business requirements are being translated into the system
• Coordinated the testing and implementation of rule changes that impact reporting processes.
• Worked closely with QA teams and utilized Quality Centre to define test cases
• Conducted Functional Walkthroughs, and conducted training sessions using Need-to-Know, FAQ and FYI PPT slides to familiarize users with system

Environment: Agile, MS Visio, MS Office Suite, Java, Oracle 9i, HP Quality Centre, VB Client Server, UML, RUP, Webex, Rational Rose, Rational Requisite Pro, Windows XP, SNAG IT, IBM DOORS, MS Project, SharePoint, SQL, Report Builder, Atlassian JIRA, Android, TSQL

Business Analyst

Responsibilities:

• Interacted with the credit risk team to calculate credit risk for various financial instruments such as bonds, swaps and futures
• Worked closely with Fixed Income and Swap traders to implement Eagle Pace hub and portfolio management system
• Acted as the liaison between IT and business departments and translated business requirements into functional requirements
• Worked with asset managers to implement Bloomberg AIM for portfolio management, performance
• Interacted with front office to gather requirements for creating asset and portfolio management system
• Interacted with the portfolio and asset managers as well as front/middle/back office to gain a thorough understanding of the commodities and swap market in order to calculate and reduce risk
• Generated business requirements on FX protocol; for end users in various lines of business including Equity Derivatives Department and Credit risk
• Gathered requirements for the ETL process and then submitted those requirements to the data integration developers in the form of a data mapping document
• Prepared BRD and FRD for the gathered requirements and use cases to document business and system processes
• Extracted data from market vendors: Bloomberg, Reuters, transformed data and loaded into data mart
• Responsible for data mapping of feeds from several reference data systems, including Bloomberg, to number of in-house applications
• Developed Data Mapping documents between legacy, production and user interface system.
• Created extensive data model documentation including detailed description of entities, fields, attributes and their relationships
• Identify and measure the AML/BSA and OFAC compliance risks associated with new business initiatives and existing and/or changing processes, systems, customers, products, and services
• Identified the changes required by Dodd Frank and ensured that system was developed in compliance with Dodd Frank Act
• Analyzed the business structure of the risk analytic system, integrated Dodd Frank Act and Customer Identification Program (CIP/KYC) with the development team and the compliance team
• Worked with the Operations team to gather requirements related to Basel II enhancement.
• Performed Risk Analysis of the requirements to identify the key business risk areas for the project and prioritized the application development and testing.
• Conducted walkthroughs with the end users and stakeholders to gather the modification requests from the user to upgrade or change the business specifications for the system
• Developed and maintained advanced reporting, analytics, dashboards and other BI solutions using custom Microsoft based reporting solutions (SSRS), Excel etc.
• Maintained client database and designed SQL queries for extracting information
• Used FrontPage templates to create an entire site and achieved uniform and consistent formats for all the web pages
• Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other, resolve any issues and come to an agreement quickly
• Participated in creation of Project Watch list for management.
• Participated in Bug-Review meetings with software developers, QA engineers, managers and suggested enhancements to the existed application from business perspectives, provided solutions to existing bugs.
• Created training manuals for users of the system

Environment: MS Office Tools, Bloomberg AIM, MS Outlook, SQL Server 2008, ILOG JRules, .NET, SAS, iRise, Eagle Pace, Dodd-Frank, Basel II, Lotus Notes, MS Visio, MS Project

Business Analyst

Responsibilities:

• Involved in Joint Application Development (JAD) sessions with the IT Group
• Participated in Sprint planning sessions, defining the Product Backlog items, and ensuring that product backlog items are communicated and refined in collaboration with the development team
• Documented the Web Navigation Process flow through interviews, Walkthroughs with Business Executives, Application Owners and Business Partners
• Coordinated with several teams in Compliance, Operations, AML, Home Office, Branch Managers and Financial Advisors
• Extensively researched and collected the customer financial documentations and completed research for suspicious activity reports on KYC, AML, and BSA analysis reports for flagged accounts
• Analyzed client data, documentation and negative news in order to determine client risk profile as established under the global KYC procedures
• Involved in creating a Requirements Management Plan (RMP) to manage the requirement phase
• Created Business Requirement Specifications/Functional Specification Documents (BRD/FRD), Business Process Diagrams, User Stories, and Data Flow Diagrams using Rational Tools and ensured their compliance to the BABOK principles
• Developed Traceability Matrices and linked attributes between the requirements, product backlog, test cases and external documents using IBMs DOORS
• Reviewed and implemented the naming standards for the entities and attributes of the logical models
• Worked closely with the UI/UX team to model the screens, developed Wireframes using iRise that met user defined requirements, organizational and regulatory standards
• Extensively used simple SQL queries to retrieve data from the database systems
• Facilitated the weekly meeting with the review teams to continuously improve the QA process for the system’s development.
• Coordinated extensively between SME and product managers to ensure application covers all the requirements
• Conducted Walkthroughs with the end users and stakeholders to gather the modification requests from mock conversions to upgrade or change the business specifications for the system
• Prepare Test Cases and Scenarios and developed strategies with Quality Assurance Group to implement them to resolves issues and discrepancies
• Performed Regression Testing along with testers and conducted UAT with the End Users.

Environment: MS Offices, Excel, Access, SharePoint 2007, SQL Server, Webex, Rational Rose, Rational Requisite Pro, PL/SQL, ASP.NET, HTML, XML, JavaScript, Business Intelligence Tools, DOORS, Rational Clear Quest, Clear case, Test Director, AGILE, IBM DB2 Warehouse.

Business Systems Analyst

Responsibilities:

• Developed project plans, scope, budgeting, deliverables and scope creep
• Organized and led cross-functional JAD meetings, managed signoffs and ensured successful completion of quality gates
• Extensively worked in all the phases of Rational Unified Process such as Inception, Elaboration, Construction, and Transition
• Conducted GAP analysis of the system in terms of “as is” and “to be”
• Documented and prioritized BRD and FRS using Requisite pro
• Coordinated extensively between SME and product managers to ensure application covers all the requirements
• Created Requirements Traceability Matrix (RTM) and traced implementation of the requirements through various phases.
• Ensured that relevant UML diagrams and tools were used in all requirement documents and prepared business process models such Use Case Models, Activity Diagrams, Sequential Diagrams in MS Visio
• Developed Wireframes, prototypes and simulations of the actual web application which helped in Rapid prototyping and pinpointing potential problems early in the process
• Developed detailed source-to-target Data Mapping, Business Rules and Definition documents
• Implemented change management after analyzing if it was relevant change or a scope creep during the development phase. This included analyzing the impact of the change, getting approval from concerned departments and updating the documents accordingly
• Worked with QA team to perform different phases of testing as Regression testing, Functional testing, UAT testing using Mercury tools such as Test Director and Quick Test Pro.
• Led the testing team in Bug Tracking, and in Regression testing once the fix was implemented.

Environment: Microsoft Office suites (Word, PowerPoint, Access, Excel, Project, Visio), iRise, Windows, Mercury Test Director (v9.2), UML, RUP, Java, SSRS, PL/SQL, SQL.