Sr. Business Analyst Resume
Phoenix, AZ
PROFESSIONAL SUMMARY:
- Business Analyst with 9 years experience and thorough understanding of Financial Services, Accounting procedures and principles (GAAP), Auditing, Banking, Insurance, Industry experience as a Business Analyst with solid understanding of Business Requirements Gathering, Evaluating Data Sources, Translating Requirements into Specifications, Application Design.
- Diverse experience in Banking and Financial Services.
- Proficient in Technical and Business Writing, Business Process Flow, Business Process Modeling, Business Analysis and Testing various methodologies.
- Good comfort level with Capital Markets, Money markets, Trading Systems, Derivatives (Strong in Options), Equities, Fixed Income, US government Treasury Securities (T - Bills, T-Bonds and T-Notes), Municipal Bonds, Stocks Trading Cycle, Margin Requirement, Mark to Market, Hedge Funds.
- Expertise in Project Management i.e. Project Scoping, Planning, Estimating, Scheduling, Organizing, Directing, Controlling, Budgeting and Drafting Remedy Procedures.
- Experience in facilitating Joint Requirement Planning (JRP) sessions with Business User Groups, conducting Joint Application Development (JAD) sessions with IT Groups and Conflict Management with Project team members.
- In depth knowledge Rational Unified Process (RUP) methodology, Use Cases, Software Development Life Cycle (SDLC) processes, Object Oriented Analysis and Design (OOA/D).
- Strong understanding of project life cycle and SDLC methodologies including RUP, RAD, Waterfall and Agile.
- Competent in Creating Unified Modeling Language (UML) diagrams such as Use Case Diagrams, Activity Diagrams, Class Diagrams and Sequence Diagrams.
- Assisted to financial Professionals with their investment decisions using MISYS Summit as Capital Markets and Treasury Solution.
- Assisted in identifying and quantifying Credit Risk, Operational Risk and Market Risk
- Extensive experience in developing Use Cases, creating Screen Mockups, conducting Gap Analysis and Impact Analysis, SWOT analysis, Cost Benefit Analysis, Risk Analysis.
- Facilitated Change Management across entire process from Project conceptualization to Testing through Project Delivery, Software Development and Implementation Management in diverse Business and Technical Environments.
- Responsible to Track, Document, Capture, Manage and Communicate the Requirements using Requirement Traceability Matrix (RTM) which helped in controlling numerous artifacts produced by the teams across the deliverables for a project
- Involved in Test Planning, Test Preparation, Test Execution, Issue Resolution and Report Generation to assure that all aspects of a Project are in Compliance with the Business Requirements.
- Strong experience in conducting User Acceptance Testing (UAT) and documentation of Test Cases. Expertise in designing and developing Test Plans and Test Scripts.
- Interface with clients from Operations, Marketing, Sales, Technologies, and Outside Vendors and act as their customer interface point as the lead of the Projects.
- Highly motivated team player with excellent Interpersonal and Customer Relational Skills, Proven Communication, Organizational, Analytical, Presentation Skills, and Leadership Qualities.
TECHNICAL SKILLS:
Programming Languages: C, C++, C#, VC++, VB, VB.NET, C#.NET, ASP.NET, Java, SQL, PLSQL
Operating Systems: UNIX, Windows 95/98/NT/2000/XP, Linux.
Databases: MS-Access, MySQL, SQL Server, Oracle, Teradata, DB2, Sybase
Application Servers: IBM Websphere, ATG Dynamo, BEA WebLogic.
Internet: HTML, XML, VBScript, ASP, JavaScript, JSP, J2EE.
Automation Tools: MS Visio, Rational Rose, Rational ClearCase, Rational RequisitePro, Documentum, Caliber RM, DOORS, Sharepoint
Bug Tracking Tools: Mercury TestDirector, Rational ClearQuest
Utility Tools: MS Office Suite, MS Project, TOAD, Adobe Photoshop
Reporting Tools: Crystal Reports, SQL Server Reports (SSRS)
Data warehousing Tools: Informatica, Business Objects, Cognos, Erwin
Testing Tools: Quick TestPro (QTP), TestDirector, WinRunner, LoadRunner, Niku
PROFESSIONAL EXPERIENCE:
Confidential, Phoenix, AZ
Sr. Business Analyst
Responsibilities:
- Extensively involved in every phase of the RUP process starting from Inception to Transition
- Interviewed Business Users to gather Requirements and analyzed the feasibility of their needs by coordinating with the project manager and technical lead.
- Prepared Business Requirement Documents (BRDs) after the collection of Functional Requirements from System Users that provided appropriate scope of work for technical team to develop prototype and overall system.
- Created data mapping tables using XML for Blackrock Aladdin, which facilitated the retirement of Fixed Income trading on Charles River, in order to leverage additional fixed income analysis tools and functionality in Black Rock's Aladdin trading system.
- Drove Treasury and Capital Markets training and enablement strategy and delivery globally
- Co-authored business requirements document, functional requirement document with project teams. Extracted, discussed, and refined business requirements from business users and team members.
- Responsible for business system analysis of customizing the BPS Risk Management, Summit product with involvement through the whole SDLC
- Collaborated with Basel II team on credit risk analysis and issue resolution.
- Developed BRD documents for Securitized Inventory (CMO, ABS, MBS, and ABCP). BRD targeted new Basel II Compliance requirements.
- Created complex mapping tables using XML tags from trades in Blackrock Aladdin and mapping to Neuberger Berman friendly names for the following products: Swaps, IRS, TRS, OTC, CDS, CFD, and XCurrency trading products.
- Manage trade management / compliance system migration from Charles River to BlackRock Solutions’ Aladdin
- Written PL/SQL packages to call the API to ship confirm the orders in oracle applications
- Worked on Risk analysis, Securities (Stocks and corporate bonds) and their valuation, Portfolio Management (risks and returns) and analysis, Asset Allocations Bond pricing, Financial Derivatives, Cash flows, financing structure, Capital Management, Stock Valuation, Amortization, etc
- Evaluated Competitors offerings and products including fixed income and derivatives
- Involved depth understanding of Credit Risk management for the application
- Interacted with users for verifying User Requirements, managing Change Control Process, updating existing Documentation
- Designed and integrated a business system requirements defiantion and management tool using MS SharePoint
- Created relationships in Requirement Traceability Matrix linking Business Requirements to Functional requirements and Functional Requirements to Systems Requirements.
- Conducted Joint Application Development (JAD) sessions with IT groups. Identified the Key Changes, and participated in Stakeholder Management to communicate effectively with them
- Led and conducted JAD sessions for requirements gathering, analysis and design of the system.
- Developed and Documented timelines for Project Delivery, and managed Projects and Resources to successful completion.
- Prepared graphical depictions of Use Cases, Use Case Diagrams, State Diagrams, Activity Diagrams, Sequence Diagrams, Component Based Diagrams, and Collateral Diagrams and creation of technical design (UI screen) using Microsoft Visio.
- Worked on Documentum for Version Controlling, to maintain up to date changes in the Documents.
- Assisted to develop the Test Plan, Test Cases and Test Scenarios to be used in testing based on Business Requirements, technical specifications and/or product knowledge.
- Conducted User Acceptance Testing, gathered and documented User Manuals and Business Rules
Environment: Microsoft Office Suite, Microsoft Visio, Documentum, Windows NT/XP, Oracle, PL/SQL, SQL Server, Sybase, EVPN, RUP, VBScript, Dreamweaver, Sharepoint, Adobe Photoshop, Caliber RM MIS-IP, C#. NET, ASP.NET, UNIX, Business Objects, TestDirector, LoadRunner.
Confidential, NYC, NY
Sr. Business Analyst
Responsibilities:
- Created BRD, FRD, IT work order with mapping rules as and when needed.
- Conducted JAD sessions between senior business groups and various teams for requirements.
- Performed Manual testing for all applications to ensure desired results are achieved.
- Involved in automation of Investment Portfolio report, Repo Report, FX report for Market Risk group.
- Understood the geeks and calculations involved in the Market Risk space.
- Understood VAR and various other computations and data needed for computations
- Analyzed the underlying data and data source for various reports
- Worked with the Business and End user in understanding the existing functionality and the required functions.
- Evaluated the BlackRock Aladdin platform by defining the application strategy, performing the cost-benefit analysis, and leading a due diligence review with the Investment Analytics, Derivative Operations, Technology, and Comprehensive Capital Analysis and Review stakeholders
- Worked with various data source systems including Blackrock, Paycheck and Aladdin.
- Produced IT work order with Business requirements, Functional Requirements using Caliber.
- Performed Data Analysis and Data Mining to identify the gaps for automation.
- Used Excel and SQL to understand various data elements.
- Gathered information using the existing SunGard Advantage Platform for the Counterparty Credit Risk
- Understood all the business logics and produced Project Charter for stake holders.
- Produced documentation for business rules involving Model Rating.
- Produced work order and business logic for the required Credit Rating
- Performed Pof concept methodology for preparing the dashboard for the BCMS system
- Understood all risk metrics and documented the various scenarios required for Credit Risk calculation.
- Documented regulatory rules regarding KYC, AML, OFAC process.
- Understand the functionality of various reports including Exchange Report, forward settling report, LCR Report.
- Understood the business logics and prepared business documents according to the needs.
- Queried the database to understand the underlying data structure and data needs.
- Worked with the offshore developers to get the necessary reports fixed.
- Worked with QA in testing the data flow and the output.
- Worked with the trade desk in supporting day to day reports and validation of reports
- Used SQL to query the database for trade related and support issues.
- Created work order as necessary and communicated with Bloomberg and Blackrock for updating reports.
- Worked with Business and Offshore and testing teams for implementation of requirements.
- Raised and maintained Help tickets for Bloomberg issues.
Environment: MS Office Tools, MS Visio, MS Project, Crystal Reports, Confluence, SQL
Confidential, Pittsburgh, PA
Business Analyst
Responsibilities:
- Analyzed the existing claims process and specific business rule logic will be applied in the ACP model.
- Created Data Stage jobs to extract, transform and load data into data warehouses from various sources like relational databases, application systems, temp tables, flat files etc.
- Used the DataStage Designer to develop processes for extracting, cleansing, transforms, integrating and loading data into data warehouse database.
- Involved depth understanding of Credit Risk management for the application
- Conducted market research and analysis in Capital Markets consisting of Stock Market and Bond Market
- Prepared for GAP Analysis; identified and documented improving areas to meet capital requirement regulations
- Conducted User Interviews and Work Shops to gather accurate Business Requirements
- Served as a liaison between the business team and the technical team by identifying, understanding, and documenting their needs.
- Assisted in identifying and quantifying Credit Risk, Operational Risk and Market Risk
- Analyze requirements utilizing various methods. (E.g. sample data from SQL queries, Screen Shots, reports, prototype screens, sourcing information, and other data models.)
- Collaborated with Basel II team on credit risk analysis and issue resolution.
- Used SDLC (System Development Life Cycle) methodologies like the RUP and the waterfall.
- Communicated the implementation of the new calculation framework of Risk Weight Asset under Basel II
- Developed BRD documents for Securitized Inventory (CMO, ABS, MBS, and ABCP). BRD targeted new Basel Compliance requirements.
- Created the SQL scripts for demonstrating the prototypes and for verifying the result sets
- Collected information and requirements about different Entities and attributes from FDS.
- Completed GAP analysis in detail on all entities in CCL for a source system.
- Prepared questionnaire based on the System Analysis Performed for all entities.
- Conducted extensive Joint Application Development (JAD) sessions for all business related issues.
- Utilized corporation developed Agile SDLC methodology. Used ScrumWork Pro and Microsoft Office software to perform required job functions.
- Involved in Dodd-Frank requirements for record keeping and risk management NICE Actimize offers a suite of Compliance Solutions combined with detection methods that proactively detects breaching of compliance rules or fraud
- Analyzed system performance and initiated process improvement measures for mainframe and Web-based applications.
- Designed and Administered Teradata Scripts, Tables, Indices and Database Objects
- Configured the Data mapping between Oracle and SQL Server 2005.
- Built models containing query subjects, query items, and namespaces from scratch as well as from imported metadata.
- Provided data modeling support for numerous strategic application development projects.
- Prepared Use cases and activity diagrams for a source system using Enterprise Architecture (EA) tool.
- Created the test cases for all the Use Cases using EA tool.
- Created test scripts for all the test cases in PL/SQL.
Environment: Ascential DataStage 7.5, (Designer, Director, Manager, Parallel Extender) Debugger, Autosys 4.1, WinCVS 1.3,Microstrategy, Enterprise Architect 4.5, Sybase, Visio, Toad 8.0, Erwin, HTML, Windows NT 4.0,UNIX, Oracle 8i, PL/SQL, Java, DOS and UNIX Sequential Files, MS Access, CSV Files, XML FileConfidential, Stanford, CT
Business Analyst
Responsibilities:
- Analysed User Requirement Document, Business Requirement Document (BRD), Technical Requirement Specification and Functional Requirement Specification (FRS).
- Prepared and analysed AS IS and TO BE in the existing architecture and performed Gap Analysis. Created workflow scenarios, designed new process flows and documented the Business Process and various Business Scenarios and activities of the Business from the conceptual to procedural level.
- Understood Fixed Income, Bonds and Bond Trading Cycle, Equities and Equity Trade Cycle, Derivatives (Options and Futures), Portfolio Management, Wealth Management, and Sales and Marketing.
- Acquired extensive knowledge of financial products, services & terms during day-to-day tasks, such as - Exchange Traded Derivatives (Futures, Options, Single Stock Equities, Commodities & FX Currency)
- Facilitated Web application providing complete assistance to Individuals, Institutions and Financial
- Professionals with their investment decisions using MISYS Summit as Capital Markets and Treasury Solution.
- Conducted market research and analysis in Capital Markets consisting of Stock Market and Bond Market
- Prepared for GAP Analysis; identified and documented improving areas to meet capital requirement regulations.
- Conducted UAT to confirm that all derivative products can successfully process during the trade life cycle.
- Used the guidelines and artifacts of the Rational Unified Process (RUP) to strategize the Implementation of RUP effort in different iterations and phases of the Software Development Life Cycle.
- Worked as an Interface between the Users and the different teams involved in the application development for the better understanding of the Business and IT Processes.
- Followed a structured approach to organize Requirements into logical groupings of essential Business Processes, Business Rules, and Information needs that insures any Critical Requirements are not missed
- Discussed with SMEs across different businesses units to gain solid knowledge of the existing Credit Risk Calculation System and assisted in preparing an advanced Risk Assessment and ROI Management.
- Responsible for business system analysis of customizing the BPS Risk Management product with involvement through the whole SDLC
- Developed multiple Functional Requirements defiantion (FRD) documents using the Microsoft standard structure and format (business sections only)
- Followed the UML based methods using Microsoft Visio to create: Use Cases Diagrams, Activity Diagrams, State Chart Diagrams, Sequence Diagrams and Collaboration Diagrams.
- Prepared Logical Data Models that contains set of Entity Relationship Diagrams and Data Flow Diagrams and supporting documents and descriptions of the Relationships between the data elements to analyze and document the Business Data Requirements.
- Conducted JAD sessions with management, SME, vendors, users and other stakeholders for open and pending issues.
- Worked extensively with the QA team for designing Test Plan and Test Cases for the User Acceptance Testing.
- Responsible for providing analytical support in the Design, Development and Implementation of Project.
- Verified the Business Scenarios on new builds to allow extended testing by the QA team.
Environment: Rational Enterprise Suite (Rose, ClearCase, ClearQuest), RUP, Visual Basic, MS Project, SQL, SQL Server, Oracle, C#.Net, WebLogic, IPFR MS Visio, Services, HTML, UNIX, DreamWeaver, Adobe Photoshop, Windows Forms, Web Forms, LoadRunner, WinRunner, DOORS, Project Management.
Confidential, New York, NY
Business Analyst
Responsibilities:
- Direct leadership of the solutions leadership team for treasury and capital markets tasked with assessing and responding to trends in the industry, developing targeted solutions that address these needs by leveraging the existing software portfolio capabilities and driving a coordinated development and marketing plan to extend and transform the platform capabilities to address the perceived future market needs and paradigms.
- Restructured the solution leadership team to be a smaller and nimbler organization with clear priorities. Redeployed sections of legacy team into product management and sales support to align their capabilities to the real business needs
- Realigned the Go to Market (GTM) strategy away for a traditional software product sales mentality to a client focused solution delivery capability able to deliver targeted solutions that addressed key industry and client problems by creating specific solutions to issues through a coordinated component based strategy allowing Misys to leverage its legacy portfolio and new technologies across its capital markets and risk capabilities. This allowed delivery of strong solutions that can be customized through the packaging of relevant components rather than customization of code which then reduces the maintenance and support costs for both Misys and its clients
- Lead analyst engagement efforts resulting in significant reassessment by key analyst firms of Misys capabilities and strategy with subsequent highly positive realignment of Misys in industry capability rankings
- Work closely with Product Development to drive Market Requirements into product capability and deliverables to address both global and specific regional requirements. This required constant awareness of current and planned development of Misys products and translation of these into solutions for customer’s business problems, which were aligned to overall roadmap delivery timelines.
- Assisted Financial Professionals with their investment decisions using MISYS Summit as Capital Markets and Treasury Solution
- Developed the cloud, SaaS and PaaS strategy and approach for treasury and capital markets including coordination with key partners (eg HPE) and deployment of key demo capabilities onto the AWS cloud platform with close cooperation with Misys cloud team and coordination across cloud, product management and development teams
- Initiated assessment of potential BPaS possibilities for treasury services
- Lead the team engagement with Misys strategic sales teams and key clients to identify potential opportunities for strategic sales and large scale transformational initiatives for the client and target base
- Lead capital markets evangelization in the market place to both reposition Misys perception in the market place from a legacy software vendor to an architecturally advanced leader of solution delivery and platform services, including internal and external marketing and speaking engagements
- Created a clear partner and system integrator (SI) strategy working closely with Misys partner team and leading SIs and delivery partners. Identification of and focus on key partners and providing global focus to allow both Misys and partners to leverage capabilities and deliver a joint value proposition.
Environment: Windows 8, MS Office Suite, MS Project, Sybase, Sybase Power Designer, Calypso, Oracle, ETL, Rational Rose, Unix shell Scripting,, Cognos Report net.