PROFESSIONAL SUMMARY:

• 7+ years of Industry experience as a Business Analyst with solid understanding In Finance and IT as to gather Business Requirements, Evaluating Data Sources, Translating Requirements into Specifications, Application Design.
• Extensive experiences in Investment Banking projects specialized in Securities Trading (stock trading, fixed income trading, and derivatives trading), wealth management and risk management.
• Extensive experience in developing applications using Struts Framework and different J2EE design patterns.
• Proficient in Technical and Business Writing, Business Process Flow, Business Process Modeling, Business Analysis and Testing various methodologies.
• Involved depth understanding of Credit Risk management for the application
• 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.
• Extensively worked on creating captivating interactive Xcelsius Dashboards using Query as Web Service and the New SAP BI (Business Intelligence) Connector.
• 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.
• Extensive knowledge and experience with GMI, R&N and the Derivatives Industry.
• Experience of working in the area data management including Data Modeling, Metadata, Data Analysis, Data Mapping and Data Dictionaries.
• Extensive experience with trading products like fixed income, SFT and OTC derivatives.
• In depth knowledge Rational Unified Process (RUP) methodology, Use Cases, Software Development Life Cycle (SDLC) processes, Object Oriented Analysis and Design (OOA/D).
• Extensive knowledge in front, middle and back office operations and systems including GMI/Sungard and Rolfe and Nolan.
• 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.
• Experience in identifying and documenting detailed business requirements pertaining to Fixed Income Securities and Repo/Reverse Trading Cycle, Equities and Equity Trading Cycle, Derivatives, OTC traded securities Trading Life Cycle, Portfolio Management, Corporate Action, and Wealth Management, etc., creating project and process specifications, working with development team to continually articulate requirements, and troubleshooting production issues including new investment products, applications, data analysis, data mapping and QA report testing.
• 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.

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, RationalRequisitePro, Documentum, Caliber RM, DOORS, Sharepoint

Bug Tracking Tools : Mercury TestDirector, Rational ClearQuest

Utility Tools: MS Office Suite, MS Project, TOAD, MS Project, 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 Project WorkBench

PROFESSIONAL EXPERIENCE:

Confidential, Philadelphia, PA

Sr. Business Data Analyst

Responsibilities:

• Interviewed Business Users to gather Requirements and analyzed the feasibility of their needs by coordinating with the project manager and technical lead.
• Performance improvement of intra-day trading entries, security master file updates and security movement were some of the features of new system.
• Managed GMI/Sungard, operations and back office projects. Provided third level support for back office, system operations and GMI issues.
• Created Business Requirements Documents (BRD), Functional Requirements Documents (FRD), Use Cases, Test cases, User Acceptance Testing (UAT) document to assess current OTC derivatives instruction trade order management processes, reference data, data attributes and security master database.
• Also performed Data Analysis for pricing feeds coming from Reuters, Bloomberg and Enterprise Security Master (ESM).
• Recruited, mentored and maintained a staff of eleven professional consultants, each assigned to a specific GMI super user.
• Applied the capability and capacity of GMI/SunGard to improve productivity and contain costs.
• Analyze problems and bugs of straight-through-processing trading software; Confidential .
• Analyzed requirements & recommend strategic initiatives for OTC derivatives protocols and practices around DTCC, CDS, SWIFT for treasury and asset management documentation.
• Acts as a liaison between end users and programming staff in the analysis, design, functional configuration, quality testing, and maintenance of SAP Plant Maintenance module
• Recommended and implemented GMI software allowing Gerald Commodities to be the first beta site for GMI resulting in tremendous cost savings of six million dollars per year, and in doing so making Gerald Commodities the leading-edge firm in the industry.
• Worked in design Webi reports using SAP Business Objects.
• Collaborate in the ongoing SAP implementation, and assist in validating test scripts
• Understand the BAU process of posting firm positions on stock record and money, internally and in DTC, NSCC and CNS.Created Technical specifications for the Business Objects Reporting Applications.
• Created reports using Desktop Intelligence and Web Intelligence in BO XI 3.1 environment.
• Developed and managed the formal SDLC implementation using the Lean/Agile Methodology.
• Performed requirements modeling and develop analysis diagrams, activity diagrams, sequence diagrams, state diagrams, data models, and use-case realizations using RUP tools in Agile.
• Worked with front and back office employees to determine their software needs and implement these custom changes in the Confidential environment.
• Migrated Universes and reports from BO XIR 3.1 to BO 4.0/4.1
• Project management update and controlling to ensure on time delivery using MS Project
• Responsible for business system analysis of customizing the BPS Risk Management product with involvement through the whole SDLC.
• Write Detailed Business requirements documents (BRD) and assessment of current OTC derivatives instruction trade management processes for front, middle and back office, reference data, data attributes and security master database.
• Interacted and improved engagement and involvement with various GMI Application Managers in US, EMEA and PacRim region in support of initiatives and reporting for GMIS PacRim PMO and process implementation and roll-out
• Worked with SMEs to understand various assets and security classes, exchange traded derivatives (such as futures, options on futures, equity options and index options), OTC derivatives (such as interest rate swaps, swaptions, credit default swaps and total return swaps) and portfolio allocation and management.
• Conducted UAT to confirm that all derivative products can be successfully processed through stages of the trade life cycle.
• Regularly provided data and processes to support PacRim PMO initiatives for GMIS APR Technology Stability and Effectiveness Management
• Assured that all Artifacts are in compliance with corporate AGILE Policies and guidelines.
• Developed strategies with Quality Assurance group to implement Test Cases in Mercury Test Director for stress testing and UAT (User Acceptance Testing
• Used SQL queries for organizing and abstracting data from MS access data bases, created reports, forms on Ms Access.
• Coordinate SunGard GMI New Release testing for operation teams
• Analyzed requirements & recommend strategic initiatives for OTC derivatives protocols and practices around DTCC, CDS, SWIFT for treasury and asset management documentation.
• Performed Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data.
• 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, Confidential, Windows NT/XP, Oracle, SQL, SQL Server, Sybase, EVPN, RUP,VBScript, Dreamweaver, Sharepoit,Adobe Photoshop, Caliber RM MIS-IP, C#. NET, ASP.NET, UNIX, Business Objects, TestDirector, LoadRunner.

Confidential, Boston, MA

Sr. Business Data Analyst

Responsibilities:

• Researched the various steps in the lifecycle and then constructed the system in a way that the high risk customers would be easily identified and monitored.
• Exposed to and worked with Subject Matter Experts in Fixed Income Annuities, Equities, Swaps, Finance, Trading Cycle, Portfolio Analysis & Management, Asset Management, Bonds and Bond Trading Cycle, Pricing, Derivatives.
• Research discrepancies between GMI and other trade/billing systems
• Reconcile execution billing issues to ensure firm is receiving proper revenues
• Created SAP Business Objects Analysis workspaces sourcing SAP HANA query views and Microsoft SSAS cubes.
• Assist developers in creating internal trade loads to eliminate reliance on costly third party programs
• Research, document and track issues in GMI related to margin discrepancies
• Designed and Developed equity reference data flow diagrams business process models using Microsoft Visio for eagle pace equity reference data ware house system.
• Set up market data including zero curves, correlation matrices, dividend curves, etc., and the underlying financial instruments and then set up derivatives pricing parameters and trade capture options that drive the valuation of trades based on the market data to configure and test the system
• Involved in gathering and preparing the requirements documents for replacing the existing commercial lines of businesses from legacy to web-based system.
• Configured the Integration of SAP BI with Business Objects, Crystal Reports and Xcelsius using SAP integration kit.
• Created a solution for implementing Financials onto SAP for a carpet manufacturer.
• Got opportunity to gain functional understanding of legal, regulatory, operating standards/protocols of Security industry & wealth management applications like Charles River & Confidential .
• Apply custom changes to Confidential software in order to replicate vanilla and exotic OTC derivative products
• Supported web design and user-interface layout for public and internal web based solutions.
• Assisted in building a Business Analysis Process Model using Rational Rose and Visio.
• Participated in UAT and worked with Mercury Quality Center for bug and defect tracking.
• In charge for all work flow between GMI and the external auditors and tax professionals.
• Lead various projects in the implementation process towards GMI’s new accounting system.
• Involved in supporting over the counter (OTC) derivative trade capture and straight through processing (STP).
• Facilitated the User Acceptance Testing (UAT) with Pega System Administrators and Business Users, documented any issues or defects and eventually got sign off from the right parties.
• Worked with traders to develop modules to hedge long and short positions in bonds with credit spread calls and puts. Wrote rules to calculate payoffs based on credit derivatives trading strategies and calculations of credit delta and gamma to determine change in bond value.
• Assisted with the wider migration of all client portfolios from Summit to Confidential .
• Prepared High Level Logical Data Models and BRD’s (Business Requirement Documents) supporting documents containing the essential business elements, detailed definitions, and descriptions of the relationships between the actors to analyze and document business data requirements
• Collected business requirements to set rules for proper data transfer from Data Source to Data Target in Data Mapping.
• Apply custom changes to Confidential software in order to replicate vanilla and exotic OTC derivative products
• Developed and designed the Wire Frames, User Interfaces, AS-IS and TO-BE flows and the Use Cases to encapsulate the information with ease.
• Performed Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data.
• Conducted extensive testing of GMI settlement and clearing functionality, which reduced the amount of UAT testing required and provided Sungard with vital feedback to stabilize their product.
• Delivered CDS and Rates solution for Confidential ( Confidential .)
• Implemented a workflow enabled offering by integrating GMI with Confidential 's Clearlink API
• Recognize trades and execute trade reconciliation for products such as OTC Derivatives, FX Options, Exchange traded derivatives, secured financing, commercial lending, money markets etc
• Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams, and OOD
• Played a key role in the planning, User Accepted Testing, and Implementation of system enhancements and conversions.

Environment: Mainframes, COBOL, JCL, Db2, HTML, Confidential, Oracle, Rose, WebLogic, Javascript, Quality Center, Six Sigma, MS Word, MS Excel, MS Visio, LoadRunner, WinRunner

Confidential, NY

Business Analyst

Responsibilities:

• Co-authored business requirements document with project teams. Extracted, discussed, and refined business requirements from business users and team members.
• Performed extensive Data mapping between source files and target fields in the backend database.
• Executed and scheduled tasks; batch processing, metadata management and data mapping.
• Prepared Business Requirement Documents (BRD’s) after the collection of Functional Requirements from System Users that provided appropriate scope of work for technical team to develop prototype and overall system.
• Conducted user interviews, gathering requirements, analyzing the requirements using Rational Rose and Rational Requisite pro.
• Worked on integrating the OTC system with the new strategic exposure calculation engine to generate credit risk metrics
• Analyzed requirements & recommend strategic initiatives for OTC derivatives protocols and practices around DTCC, CDS, SWIFT for treasury and asset management documentation.
• Developed project plans and managed project scope.
• Wrote functional specification documents for the project scope to be created in security to be implemented in Business Objects XI R 3.1
• Co-authored functional requirements documents by interacting with development personnel.
• Responsibility of carrying out the scoping and developed proto typing for Communication Services.
• Identified Use cases from the Functional requirements and wrote Use Case Specifications and created business process workflow diagrams (Activity diagrams, Sequence diagrams, Collaboration diagrams)
• Introduced Agile and RUP methodologies to reflect liquid nature of front-office improving time-to-market
• Worked on several resolutions pertaining to, order to cash business process flow.
• Authored progress and completion reports which were then submitted to project management on a weekly basis in MS project.
• Participated in UAT and worked with Test-Director for bug and defect tracking.

Environment: Oracle Applications 11.5.10.2 (Install Base, OM, Configurator, Task Manager, Advanced Pricing, Receivable), Requisite Pro, Microsoft Office suite, Microsoft Visio, Test Director, Oracle AIM 3.0.