Objectives:

• Motivated and versatile individual, extensively experienced in Agile Business Analysis/QA Lead, testing and configuration management.

SUMMARY

• Strong knowledge of Front Office, Middle Office and Back Office Processes in Energy / Commodity Trading, Market Risk, Credit Risk, Scheduling and Actualization, Risk Management, Settlements and Invoicing, Reference Data Management, of Power, Physical Crude Oil/ Physical and Financial Gas Market. ( Derivative, Commodity)
• Proficient in conducting retrospectives, iteration planning and commitment, daily standups
• Energy Trading and Risk Management system development, Configuration and Testing
• Specialized skills include Software Test Planning and Design, Requirements Management (RM), Software Configuration Management (SCM), Process Improvement.
• Strong understanding of the Trading Lifecycle (Physical and Financial Trades)
• Designing, developing and implementing manual and automated test for Functional, Installation, Integration, compatibility, Load, Stress, Performance, Cross - Platform, System Integration (SIT), Database Testing, End to End Testing, User Acceptance Testing (UAT) and Regression testing.
• Develop business/functional requirements, assess risks/gaps, prioritize needs, functional flows, and use cases.
• Ability to use BA's tools like process flows, conceptual diagrams, flow charts, etc. to help describe complex processes/requirement.
• 15 years of ETRM experience (Testing, Business Analysis and Development) on industry leading products like OpenLink Endur 5.x, 8.x, 9.x., 10,12, 14 and 15, Nucleus, Solac /right Angle, Allegro.
• Assist in the development of CM best practices and develop CM strategy for work streams.
• Participating in project-wide review of requirements, system architecture, and detailed design documents

TECHNICAL SKILLS

Technologies: Power BI, Business Object, Oracle, SQL Server, Jira, ALM, Informatica TDM, C+,Toad, Java, service-now, selenium, TFS, Splunk. Office 365 tools, Numpy, React JS

Tacking Tools: JIRA, Zoho Sprint

Deployments/Cloud Technologies: EC2, RDS, ALB, S3, AWS lambda

PROFESSIONAL EXPERIENCE

Confidential

Sr Business Analyst/Agile QA Testing Lead

Responsibilities:

• IBOR Integration testing including multi-currency capabilities and downstream interfaces (Regulatory, Credit and Finance).
• Integration testing to ensure accommodation of full range of new ARRs (SOFR, SONIA, ESTR, etc.) including holiday calendar, all LIBOR fallback rates across all tenors.
• Complete Remote-Risk publishing of PU in EODC
• Compute full population Day 1 impact to enable stakeholder sign off | Impact Testing
• Automated Integration Upstream and downstream testing
• Reconciles data for every group under QzTrade group for a date between any two configured QzTrade environments
• The Py Migration Framework is designed to test Bob Jobs that migrated from Py2.7 to Py3.7 build chain.
• Interoperability testing of PY27 and PY37 for all in scope trains
• Sprint release planning and backlog grooming, sprint retrospective
• Designed, developed, and implemented monitoring, reporting, and triage dashboard on Global Markets ; Central place to review health of QzRegression including: Releases Scheduled by Region for the current day, Regional tests real-time Heatmaps, Issues by Region, Attribute Breaks, and failed jobs
• Test-driven development: Analyze impacted groups and attributes and write in story description, define test cases, specify detailed output (e.g. responding time, value changes, use cases.)in acceptance criteria, RR approval to review test evidence in the story before approve the story

Confidential

Business Analyst /QA LEAD

Responsibilities:

• Business Analyst for MifiD II Commodities Position Limit Reporting
• Cloud Transformation and Migration Implementation
• Created Requirements Specifications, Use Case Diagrams, High Level and Detailed Process Flows, Robustness Diagrams and Domain Model as well as standardized a process.
• Assisted in entering and updating Issues (Epics, Stories, and Tasks) onto JIRA Agile application. Assisted in testing associated Sprint Stories for Acceptance Signoff,
• Test the user stories for accuracy and compliance to ensure undisputed acceptance and validation of stories for MiFiD II position Limit Reporting project
• Participated in the development and grooming of Project Backlog Stories (Requirements) with business and technology partners for MiFid II position Limit Created business requirement for Business Objects platform (server) migration from on-premise data center to cloud (AWS).
• Created Requirements Specifications, Use Case Diagrams, High Level and Detailed Process Flows, Robustness Diagrams and Domain Model as well as standardized a process.
• Assisted in entering and updating Issues (Epics, Stories, and Tasks) onto JIRA Agile application. Assisted in testing associated Sprint Stories for Acceptance Signoff
• Gathering all new requirements from multiple users and sources, which are classified on the basis of Data flow, valuation data flow and confirmation data flows.
• Creating Logical Mapping to facilitate data flow into EDW for Large Trader Report, daily submission of deal economic terms for CFTC financial trades, daily submission of the Price Marks for CFTC positions, Dodd Frank Daily Marks, MTM Assets and Liabilities Reporting, Gas Foreign Exchanges Exposure Valuation Gas Volumetric Exposure Valuation Data
• Validating EDW Endur transformation Matrix for PLEX (PNL Explained) data, Transaction Exposure, ETDM trade valuation (Daily and Monthly) from Endur to EDW, Deal Grouping and Novation with SQL in TOAD, Business Object report and Power BI
• Downstream EDW MtM & Exposure and Premiums tied out for all Linear Exposures. Reconciliation activity for Linear and Non-Linear deals (Futures, Swaps, Fixed Float Swaps, and FX Swaps, Swing Swaps and IR Futures, OTC Options, Point Options, and Spread Options), Physical Gas Transportation, Storage, PAL, IMB and Transport Charges and Rates
• Exchange Deal Attribute Tie-out Between Entegrate and Endur v15. Using SQL in TOAD and Power BI
• Analyzed the sources (Endur /Entegrate) and targets (EDW Staging and TDM EDW tables), transforming the data, validating data populated into targets
• Documented Parallel testing plans and refine early life support processes in preparation for
• Validating Reference Data (Business Party, contracts, Agreements, Settlement Instructions, Portfolio setup, Counterparty, Business Unit)

Confidential

Business Analyst

Responsibilities:

• Participated in Sprint Planning, Daily Scrum Stand Up, and Sprint Retrospective meetings.
• Created test plan, test cases and scripts for front office trading manager physical capture trade capture, middle office valuation; trade controls - manual and electronic confirmations through ICE e-confirm trade vault, gas nomination, scheduling and actualization.
• Tested settlements prices, correlations, volatility, time series, and forward-prices market data interface into Endur,
• Created and executed test scripts to validate v14’s back-office settlements and accounting, including subledger postings downstream to SAP
• Created and tied out end-of Day simulation results between V10 and V14. This included validating customs simulations results.
• Tested all existing custom V10 reports, saved queries and scripts are still working in V14.
• Compared all system wide configuration and made required changed to ensure direct energy settings are in place in V14. Made changes to configurations in V14 to match DE’s V10 current setup.

Confidential

Technical/Functional Business Analyst

Responsibilities:

• Software configuration, testing, implementation, and support for Front-to-back commercial operations.
• Providing Daily supporting for the Front, Middle and Back office US Physical Gas, US Financial Gas, US, Canadian Physical Crude and NGLs Users in Endur.
• Daily support Credit Engine for Counterparties, Counterparty Credit Exposure for IRS Reports Counterparty Credit Usage, Netting Agreement, Credit exception reports, trade exposure, Credit Exposure, Trade Blocking based on exposure level, Credit Shock Report, Peak Exposure and Maximum Peak Exposure Reports
• Daily support for accounting and settlements month end close related issues including accounting volume actualizations issues, Prior Period Adjustments issues, invoice generation and finalization issues, accounting Netback Extract, Netback reports, Netback pricing and deducts issues, Netback calculations issues, Rate definition, accounting events entries posting to the sub ledger and mappings, partial accounting postings,, accounting rules setup and modifications, accounting interface to SAP, back office accounting RTP- accounting position pages and reports, settlement definition rules, GST /Tax issues, Crystal Reporting issues and workflows.
• Configuring batch Sims and EOD workflows on app-servers
• Supporting Trade Marketers with Crude Deal Entries/validation and Amendment issues, including spot and term deals
• Working with Users to set up new Curves in the system, Issues with Historical, Forward Price upload and instrument fixings
• Provided technical analysis, debugging JVS plugins, troubleshooting as well as configuring, testing and production support of various Endur plugins and models.
• Creating training materials and test cases for users to perform UAT testing
• Working with users to set up new complex price and Pricing Formula templates.
• Troubleshooting issues with evergreens contract, EOD workflow, Crude lease contract, equity deals, (sport/term) deals.
• Working with users to update static data in the Reference Manager (Party info and Groups, Legal Entity, agreements, Portfolio info, settlement banking instructions, Business Unit Info, Taxes etc….
• Troubleshooting issues with US and Canadian Gas and Crude (Physical and Financial Confirmation
• Setting up rates definitions, Scheduling Paths and (UDPs) User defined paths for Gas and Crude Nominations and scheduling, for Transportation and imbalance contracts, Storage contracts and Park and Loans.
• Working with users to set up new service providers, add New Pipelines, locations, Zones, Interconnects, new paths and Valuation pools.
• Creating custom reports and saved Queries, security groups for users to access data within Endur

Confidential

Testing Lead

Responsibilities:

• Responsible for leading End to End testing activities for Real time Public Reporting of Swap Transactions and Pricing Data for all Swap Transactions as defined by CFTC. This included, creating detailed test plan for Integration testing cycles, System Testing Cycle, User Acceptance Testing Cycle and Performance Testing Cycle.
• Updated business requirement and functional specifications document s
• Created requirement traceability matrix between the CFTC Rules (43, 23 and 45) and BP Interpretations of Business Impacts ofDodd-Frank.
• Defined test scenarios, test cases, test conditions, entry and Exit criteria and test coverage matrix.
• Responsible for test data setup, test environment management and release management across the program.
• Identified, prioritize and re-test defects found during test execution.
• Testing all connection between all application and validate message flows from ETRM’s to ODS and testing all interfaces in an end to end manner which includes changes in Solarc, Epsilon and Entegrate to meet CFTC requirements.
• Daily stand up scrum meetings to review testing status, defect status across ETRMs and Business Intelligence teams, testing coverage in Quality center, and test execution status.
• Regression testing End of Day Simulation, Mark to Market and PNL and position tie outs.
• Detailed test cases for Swap data PET (primary economic terms) submission in Real time, Confirmation Submission, continuation of the swap over its existence until its final termination or expiration and submission of valuation data submission to SDR.

Confidential, Houston

Testing Lead/ Business Analyst

Responsibilities:

• Worked with the following desktops in Endur (Traders Desktop, Settlements Desktop, Accounting Desktop, Contracts and Confirmations, Reference Manager, Admin Manager, Operations Manager, TPM Process, Confirmation Desktop, Scheduling and actualizations Desktop, Credit Manager and RTP)
• Performing Gap Analysis on current state and Future state business processes.
• Created and executed test cases for Back Office Settlement and Financial Accounting.
• Developed and tested scripts for Aging Report by Pipeline and Counterparty.
• ICE Gateway Testing, Hedge Accounting and FEA Storage Model testing, Accounting Sub ledger Reconciliation, Margin Analysis and Calculation testing.
• Created BRDs for Credit Exposure Definition for both Physical and Financial Gas
• EOD Simulation Tie outs, Value at Risk Testing, Risk Reporting and Limits. Testing AR aging credit reserve calculation, and Credit Exposure
• Functional testing of Group Security Privileges to ensure segregation of duties.
• Physical and Financial Trade Lifecycle. From Trade Capture, to Trade Confirmation, to Scheduling in gMotion, to Price Fixing, to EOD Trade validation by portfolio, to Credit Risk, to Actualizations, to Settlements, to Accounting posting to Journal Sub ledger Entries, to Cash Application and Disbursement
• Tested the Daily/Monthly positions, P&L Attribution for the Risk Groups
• Tested the posting of Storage imbalance to the appropriate sub leger in Accounting Desktop

Confidential, Houston

Quality Assurance Test Lead

Responsibilities:

• The high level strategic direction of Confidential technology and operations is to consolidate their current spread of legacy front end trade capture/risk management systems down from many to just three globally. The target three are: Tiger for exotics, Openlink Endur for Financial and some Physical vanilla’s and Solarc for physicals. This will be achieved in a phased approach as each legacy system is prepared and scheduled for migration onto the appropriate new platform
• The EMEA physical and financial gas boarding to Openlink Endur project is part of the overall strategic move and was driven primarily by the technology team as part of the commodities precision project, who managed and built the project deliverables from high level requirements laid down by the business.
• Implementation of business requirements in the field of trading, creating technical specification.
• Responsible for requirements gathering, detail analysis, Test Planning, Test case creation, Test Execution, Test Environment Management, system Integration Testing of US Physical Gas onboarding from eConnect to Openlink Endur. This Includes gMotion for Physical gas Scheduling (Nominations creation, Norm Management, scheduled cuts and Actualizations.
• Responsible for requirements gathering, detail analysis, Test Planning, Test case creation, Test Execution, Test Environment Management, system Integration Testing, and coordination of user acceptance testing activities on the onboarding of US Financial Gas swaptions and Coal Swaptions from off systems into openlink Endur. Testing included Setup and validation of all Gas Swaption Curves in Open link Endur from eConnect, End of Day Tie out of Mark to Market and PNL, and Pricing Model Validation.

Confidential, HousTon, TX

QA Lead/Business Analyst

Responsibilities:

• The Reporting & Analytics Foundation (RAF) project objectives for Phase 2 were to Decommission CORAL Data warehouse processes, interfaces, software tools and infrastructure environment, deliver Synapse warehouse interfaces, reporting and analytics tools equivalent to the existing CORALDW capabilities, extend Synapse warehouse data services
• Responsible for the core activities of the test effort which includes identifying and defining the required tests, monitoring detailed testing progress and results in each test cycle, evaluating the overall quality experienced as a result of testing activities. And identifying the appropriate techniques, tools and guidelines to implement the required tests.
• Created test cases to validate advanced business computational logic focused around prompt forward trade (i.e. P&L impact), for trades booked in ENDUR V9.This includes impact from Conversion from SYBASE (ENDUR 5.3) to ORACLE(ENDUR 9)
• Validated the one Time Historical Data Migration from Confidential CORALDW: 5years One time historical load for EOM, EOQ, EOY Gas deal valuations, which includes Currency Conversion, UOM conversion, Interest Rates, Volatility, Exposure Results, MtM Results, Impact Results for Gas.

Confidential, HousTon

Sr Testing Specialist

Responsibilities:

• Performing functional, system, Integration, performance and regression testing on Endur Energy trading, risk management and transaction-processing system allows users to see more, do more, and make more. Endur links front, middle, and back offices with functionality that was designed to cover the entire energy transaction life cycle. All transactions move in real-time in a straight-through-processing environment, giving users greater control over the risks connected with each and every transaction.

Confidential, HousTon, TX

Sr Systems Analyst / QA Team Lead

Responsibilities:

• Developing manual and automated test cases for Functional, Integration, Unit and System testing.
• Execution of test cases, Defect Management, Configuration Management and Requirement Management for Full Life-Cycle and BAU projects