PROFILE:

• Accomplished, results - oriented business analyst professional capable of working with business leaders to define and implement strategies demonstrating the value of IT investment, and leveraging of technology to promote business growth, increase competitive advantage, and reduce costs.
• Ability to provide planning, leadership, organization, and communications skills to effectively manage architectural, infrastructure, application, and software engineering efforts within large enterprise-wide financial services initiatives.

CORE COMPETENCIES:

• Business Analysis
• Project Management
• Process Flows
• Use Cases
• Integration
• Implementation
• Budgeting
• Project Reporting
• Process Improvement
• Resource Allocation
• Risk Mitigation
• Application Development
• Quality Assurance
• UAT Processes
• Capital Markets
• Fixed Income Securities
• Equity Securities
• Derivatives
• Bloomberg
• Blackrock Aladdin
• Margin Management
• P&L
• OFSAA

TECHNICAL SKILLS:

• SDLC
• VBA
• UML
• Remedy
• SQL Server
• Oracle
• Sybase
• .NET
• Java/J2EE
• SQL
• Microsoft Office
• Microsoft Project
• Microsoft Visio
• Microsoft Windows

PROFESSIONAL EXPERIENCE:

Confidential, NYC

Program Manager/Business Analyst

Responsibilities:

• Led a Team to design and review business requirements, functional specification and project schedules based on the project scope and Agile Methodology.
• Worked with Portfolio Managers to create user stories as per PM’s needs across various services
• Worked with Bloomberg to resolve discrepancies on data, timing and corrections.
• Created Support, QA checks and health check mechanism across various services.
• Worked with PM’s to create models for Portfolio return, Risk Metrics and Attribution Analysis.

Sr Business/Data Analyst

Responsibilities:

• Lead Systems Analysis for the 2052a Reporting project team of 70 members. Resulted in functional and system specifications for over 15 Bank Entities needed to meet Federal Reserve Bank requirements.
• Mentored business analysts in techniques involved in creating high quality project artifacts, particularly Data Mapping Sheet from different Bank Entities and Bank Source system to one Data Warehouse.
• Documented the Requirements Management Process improvements to Agile SDLC processing operations. Proof-of-concept effort established a database-centered requirements gathering process, release-based execution, version controls, issues logging and improved traceability and transparency.
• Led to measurable improvements in ability to meet deadlines, increase quality and provide consistent throughput of system development processing.
• Documented business specifications from the client, users, developers, designers and SME’s for complete understanding of the business process and application so as to transform them into meaningful technical specifications and functional specification for the software development.
• Led the User Acceptance Test before the go-live of the 2052a Reporting project.
• Collaborated with project manager to prepare communication with business and technical staff.
• Acted as a liaison between Technology and Business for clear and better communication.
• Elicitation techniques like interviewing, questionnaires, brainstorming, focus groups, prototyping and facilitating JAD sessions.
• Led the team in the effort of gathering requirements, use case development, documentation, impact assessments, system maintenance, process improvement opportunities, and collaborate with team members to develop solutions that achieve accuracy and transparency within systems development.
• Independently coordinated project execution (schedule, risks, quality, meeting minutes, and deliverables, to deliver the desired outcome to the project's stakeholders.
• Reported status /metrics to project managers as well as senior management in clear concise reports or presentations both verbally and in written format.
• Ensured that project activities were completed in accordance with applicable standars of a bank
• Maintained and created documented Change requests to the Change request board for review since functionality was out of scope for the project.
• Facilitated and participated in Daily stand up meetings and Sprint Reviews.
• Provided Backup to the Project Manager during the duration of the project such as concise reports and correspondence.
• Coordinated the development of all approved versions of business and functional specifications for specified applications.
• Strong SME understanding in Risk Management, Derivatives, Fixed Income Assets, Mutual Funds etc.
• Provided the data team with the business understanding to help make the data warehouse more accurate in terms of identifying keys in the entities of the data model.
• Wrote requirements for products managing drawings and rates, cash management, allocating trade across portfolios and cash flow calculations.
• Understood the margin lending business and the risk involved (credit risk and client risk) in the business and its process and document the same.
• Translated Business requirements to functional (FRD) and technical language with the help of use cases and UML diagrams for developers.
• Defining Test Cases, analyzing bugs, interaction with team members in fixing errors and User Acceptance Testing (UAT).
• Created and Tested Source to Target Mapping to calculate cash flows for Loans, Deposits, Fixed Income and Derivatives.
• Clarified QA team issues and reviewed test plans and test scripts developed by QA team to make sure that all requirements will be covered in scripts and tested properly.
• Created the Traceability Matrix to map the functional requirements with test scripts, wireframes and High Level Design (HLD).
• Trained Users by documenting and giving presentations regarding the changes and new functionalities.
• Conducted Knowledge Transfer for end-users to understand processing needs and interfaces with Technology Services (IT) development teams to design and deliver systems enhancements to improve the workflow systems efficiency and effectiveness.

Liquidity Stress Test

Responsibilities:

• Business Analyst Lead in a team of 15 people like SME’s, BSA’s, Dev, Testers in efforts to create technical systems documentation including: business requirements, functional specifications, user requirements, traceability matrix, risks, project schedules, and implementation plans.
• Lead the team of 4 people in initiating new requirements and maintaining the Liquidity Stress Test Report for Mizuho Bank. The application has been developed as a centralized system that is used by Risk Team in bank.
• Work as a liaison among business stakeholders to understand business problems and opportunities in the context of requirements and recommend solutions that enable the bank to achieve its goals.
• Responsible for recognizing new processes, finding out breaks in current processes, documenting the change requested by users and coordinating with technical staff to resolve the issues.
• Participated in groundwork of Level of Effort analysis, Project plans High and Low level requirements documentation.
• Participated in meetings with stakeholder and IT management to understand different business process, process plans and functionality in a detail.
• Involved in different business processes, including documenting business procedure by recognizing the necessities and also concerned in searching the system necessities.
• Developed and presented solutions and mitigation strategies to meet business needs to meet long-term value as well as immediate benefits.
• Demonstrated experience in Waterfall methodology activities for Requirements and Analysis phases.
• Coordinated JAD sessions to understand the user requirements and also their system's implementation.
• Involved in gathering requirements, identifying and preparing Use Case specification documents, creating Trace-ability matrix.
• Identified and documented issues, risk and gaps, their descriptions, their impact and provided recommendation and alternatives to develop the application to meet the user requirements.
• Responsible in User Acceptance Testing (UAT) and used HP ALM for defects tracking and reporting
• Provided UAT training to stakeholders, and coordinated the UAT test efforts.
• Synchronized and prioritized relevant defects and enhancement/system requests based on business requirements, allowing sufficient time frame to ensure accuracy and consider deadlines
• Regularly followed up with Development Team to discuss discrepancies identified during testing.
• Served as a liaison between the users, facilitators and the project team as a team lead.
• Supported for the creation of test plans and the debugging of problems.

Lead Business Analyst/Data Analyst

Responsibilities:

• Led a Team of 7 BA/QA to design and review business requirements, functional specification and project schedules based on the project scope and SDLC Methodology.
• Implemented Aladdin DECO system that manages collateral requirements, DECO is incorporated into its firm wide Aladdin trading system. DECO provides comprehensive automated collateral management, running overnight calculations to enable margin statements and calls to be sent early the next day.
• Worked extensively with traders and middle and back office managers to understand and document the requirements pertaining to fixed income securities trading, settlement, portfolio management, pricing and accounting.
• Worked on gathering data requirements for Market Data Hub (ODS, Sec Master) Hub created for Blackrocks and Simp corp.
• Worked with Back Office, Pricing and Margining team to integrate their current systems with Blackrock Aladdin
• Sound Understanding of on trading, back office, middle office, clearing, settlement, reconciliation, etc.
• Wrote Requirements for new Portfolio Structure: Back to Back Server, TBA/Pool Netting and FICC default.
• Tested code if Automatic Back to Back Server books and settles trade correctly, RTTM Confirmation, FICC Netting Submission, 72 Hour, 48 Hour Allocation Process, TBA Netting Recon, Trade Relationship, Pool Netting, Pool Allocation clearing and cancellations.
• Wrote Pricing Requirements and created test plan, test cases and test trades for Cross Settlement Pair-offs, Specified Pair-Offs and cross portfolio pair-offs.
• Worked with Pricing team to calculate Back Book P&L using Green Package Aladdin.
• Wrote System/Data requirements to estimate trade population for new Margining Process. These prices will be used by Aladdin (DECO) to calculate collateral amount and counterparty risk.
• Created Pay up and pool story process to allocate appropriate pay-ups to base price for MBS trades and positions with pool stories.
• Calculated Fair Value impact on using Blackrock Prices vs Fannie Prices.
• Designed new methodology to separate RPL loans from NPL loans and price RPL using a separate pricing process.
• Helped business user to recreate Bloomberg Discounted Cash flow model (BC35) to price MF Securities and loans.
• Wrote Requirements to create Interface with Bloomberg.
• Interacted with Business Users, Business Owners to know their requirements in developing and modifying Universes and Reports accordingly.
• Analyzed existing code to ensure that requirements were maintained during transitions to new platforms.
• Designed Activity Diagrams, Workflow & Process Diagrams, Flowcharts and Sequence Diagrams.
• Wrote complex SQL queries to test Benchmark movement, MBS WAL calculation, Asset Classification, Margining, Estimation for Population, Non Performing Loan Pricing, and SF Loans Pricing etc.
• Fine-tuned SQL Queries for maximum efficiency and performance.
• Reviewed JAVA codes for Quality Assurance.
• Created mockups for new Pricing UI and Screens
• Analyzed XML Messages and ensured quality control specifications.
• Worked extensively with the Testing team for designing Test Plan and develop the Test Scripts for the User Acceptance Testing.
• Conducted Defect Tracking and Change Control Procedures using Rational Clear Quest, and Configuration Management and Version Control using Rational Clear Case.

Lead Business Analyst / Data Analyst

Responsibilities:

• Analyzed business processes and workflows for merger related efforts
• Wrote Data Requirements to replace Dow Jones data source from Reuters to Capital IQ.
• Coordinated Six Project streams and requirements for Real time indices, corporate actions, Index Level Back feed, Website Migration, Hedge Fund Indexes and Factsheets.
• Wrote stored procedures to import data from Mcgraw hill data center into Dow Jones databases for real time indices and Corporate Actions.
• Designed, and implemented SQL Server database objects (stored procedures, functions and views, complex T-SQL/queries) to support data integration (SSIS) and various business processes.
• Fine-tuned SQL Queries for maximum efficiency and performance.
• Prepared business requirements and functional specifications related to Real time indices, corporate actions, and Index Level Back feed, Website Migration, Hedge Fund Indices and Factsheets.
• Created GUI Mockups for real time and Hedge fund Indices.
• Interpreted unique and complex problems with broad impact on the business.
• Drove project evaluation, requirement gathering and scoping phases of new business initiatives.
• Managed project implementation from requirements and design through operational readiness and deployment into production systems.
• Organized, facilitated and documented meetings with project stakeholders to avoid project slippage
• Developed and executed project plans to achieve business objectives
• Served as a liaison between operational and technology groups with capability to translate highly complex concepts in ways that all stakeholders can understand.
• Assisted with QA and User Acceptance Testing (UAT), & ensured that appropriate documentation is in place.
• Created and provided QA Metrics (summary and progress report) to management on a weekly basis. Created mockups for new Screens.
• Wrote SQL queries to compare data in test and production environment.
• Designed Test Cases, specified various test scripts, provided sample data for testing..

Lead Business Analyst

Responsibilities:

• Designed and reviewed the business requirement, functional specification and project schedules based on the project scope and SDLC Methodology.
• Interacted with Business Users, Business Owners to know their requirements in developing and modifying Universes and Reports accordingly.
• Analyzed existing code to ensure that requirements were maintained during transitions to new platforms
• Used detailed knowledge of application features and functions, assessed scope and impact of business needs throughout analysis and completion of all post-production enhancement specifications.
• Designed Activity Diagrams, Workflow & Process Diagrams, Flowcharts and Sequence Diagrams, using UML.
• Coordinated activities between business unit and technical staff, developing new methods, policies, and procedures to meet the business needs, and acting as primary trainer in education of the business unit as it relates to business applications.
• Wrote complex SQL queries to compare code with query for Benchmark movement, MBS WAL calculation, Asset Classification etc.
• Fine-tuned SQL Queries for maximum efficiency and performance.
• Reviewed JAVA codes for Quality Assurance.
• Created mockups for new Pricing UI and Screens
• Analyzed XML Messages and ensured quality control specifications.
• Documented business objectives and business processes
• Understood structured products like MBS, ABS and fixed income securities like Bonds, Money Market Instruments.
• Created State diagram and Activity diagram and process flows for various components Played a key role on project issues such as release management, change management, scope control, and requirements prioritization.
• Reviewed Test Cases, specified various test scripts, provided sample data for testing.
• Documented strategy for maintaining the validated state.
• Worked extensively with the QA team for designing Test Plan and develop the Test Scripts for the User Acceptance Testing.
• Conducted Defect Tracking and Change Control Procedures using Rational Clear Quest, and Configuration Management and Version Control using Rational Clear Case.
• Designed Test Cases, specified various test scripts, provided sample data for testing.

Business/Data Analyst

Responsibilities:

• Designed and reviewed the business/data requirement, functional specification and project schedules based on the project scope and SDLC Methodology.
• Designed Activity Diagrams, Data Flow Diagrams, Workflow & Process Diagrams, Flowcharts and Sequence Diagrams
• Documented business objectives and business processes
• Used detailed knowledge of application features and functions, assessed scope and impact of business needs throughout analysis and completion of all post-production enhancement specifications.
• Used Bloomberg professional to retrieve real time data to perform analysis
• Understood structured products like MBS, ABS and fixed income securities like Bonds, Money Market Instruments
• Assisted with User Acceptance Testing (UAT), developed test cases based on business requirements, functional specification, technical specification document & ensured that appropriate documentation is in place.
• Defined processes to ensure account creation and functionality were established.
• Reviewed Test Cases, specified various test scripts, provided sample data for testing.
• Created State diagram and Activity diagram and process flows for various components
• Played a key role on project issues such as release management, change management, scope control, and requirements prioritization.
• Analyzed existing code to ensure that requirements were maintained during transitions to new platforms.
• Analyzed SOAP/XML Messages and ensured quality control specifications.
• Documented strategy for maintaining the validated state.
• Worked extensively with the QA team for designing Test Plan and develop the Test Scripts for the User Acceptance Testing.
• Facilitated Account creation and functionality were established.
• Conducted Defect Tracking and Change Control Procedures using Rational Clear Quest, and Configuration Management and Version Control using Rational Clear Case.

Confidential, CA

Business Analyst

Responsibilities:

• Liaison between the client and development team to support the client’s data analysis and reporting needs.
• Discussed and defined project, performed Gap Analysis with the clients from both a business and technical perspective.
• Provide current market, economic and technical information and updates as well as external changes impacting trading activities to customers.
• Worked on Rational Rose to develop the use cases, class diagrams and sequence diagrams.
• Worked on Requirement Change Management System in Requisite Pro.
• Gathered requirements for the listed options risk management system, specifically for, index options risk management spreadsheet. Defined requirements for product control and risk management end of day feeds.
• Engaged in analyzing requirements, identifying various individual logical components, expressing the system design through UML diagrams.
• Managed Scope and change throughout the life cycle of the product.
• Identified areas of risk exposure and loss techniques adopted.
• Wrote functional requirements and non-functional requirements based upon the approved business requirements by following UML processes and standard procedures for developing use cases, use case diagrams, and other supporting documentation.
• Developed detailed auditing and reporting of the current status and history of all components related to a product.
• Translated customer/clients needs into new features and new services.
• Develop process improvement projects by gathering and analyzing data.
• Define Key Process Areas for different Projects.