Professional Summary:

• PMP Certified Business/Data Analyst with an MBA and 8 years extensive experience in Finance and Investment Banking domains, coordinating with stakeholders at every level, writing Use Cases, Requirement gathering, and end-to-end software life cycle development.
• Possess strong Project management skills, keeping in mind the objectives of the project and constraints affecting time, scope and budget.
• Comprehensive experience in Use Case design and analysis, Use Case specifications, Scenarios, Business processes, Work flow diagrams, process flows and technical documentation, using Unified Modeling Language UML , MS Office Suite, and Rational Suite.
• Expert level experience in MS Excel including Macros, Lookups and Pivot Tables. Strong expertise in writing complex SQL queries.
• Strong experience in BI reporting including Cognos and Spotfire.
• Excellent analytical, problem solving, communication skills, with ability to interact with individuals at all levels with exceptional skills in forming and facilitating Joint Application Design JAD and Rapid Application Development RAD teams.
• Robust experience in building relationships with diverse clientele, engaging as a liaison/specialist between clients and teams and working under pressure with minimum supervision.
• Sound Proficiency in analyzing and Creating Use cases, Use Case Diagrams, Swim lane Diagrams, Activity diagrams, Class diagrams, Data Flow Diagrams, Business Flow Diagrams and Navigational flow diagram and Sequence diagrams using Rational Rose and MS Visio.
• Experience in dealing with different data sources ranging from Flat files, SQL server, Oracle, MySql, MS Access and Excel.
• Bloomberg certification in Equity and Fixed Income.
• Knowledge and clear conceptual understanding of Investment Banking industry including Fixed Income, Bonds and Bond Trading Cycle, Bond Pricing, Equities, Trade Cycle, Derivatives Options, Futures, Swaps and Portfolio Management.
• Experience in RUP framework, Rational tools including Requisite Pro, Rose, ClearCase, and ClearQuest.
• Involved in GUI testing, Functionality Testing, Regression testing, System Testing, Unit Testing, Integration Testing, Performance Testing, and Stress Testing.
• Strong business acumen, strategic thinking, communication, interpersonal and presentation skills, adept at creating, editing, and coordinating extensive communication networks.
• Proficient in Creating and Transforming Business Requirements into software requirement specification SRS using MS Word and Rational Requisite Pro.
• Strong work ethics, taking ownership of all duties and responsibilities and efficient time management skills.
• Demonstrated ability to work both in independent and team-oriented environments with well-developed organizational skills, excellent interpersonal, communication, and problem solving skills.

Technical Skills:

• Analysis Methodologies: Agile, RUP, UML, Risk Analysis, Gap Analysis
• Business Modeling Tools: Rational Rose, Microsoft Visio, Enterprise Architect, Rational Requisite Pro, Rational Clear Quest
• Databases: Oracle, MSQL server, MS Access, DB2
• Technologies: HTML, DHTML XML, .NETASP.NET, Visual Basic
• Programming Language: C, C , Java, Cobol
• Industry Applications: Finance and Investments, Healthcare
• Operating Systems: Windows 95/ 98/ 2000/ XP/ VISTA

Work Experience:

Confidential

CT Senior Business Analyst

The Consolidated Derivatives project involved the creation of a centralized database for all GE GECC derivatives with automated reconciliation and capability to analyze and report the data for ad hoc, SEC and Regulatory reporting. The prior process to gather, consolidate, reconcile, analyze report derivatives for SEC Regulatory reporting was manual and time-consuming. The source of data across GE and GECC was inconsistent. Some data was captured in Treasury systems applications WSS, FXpress, Reval, Cognos , whereas, remaining data was gathered via Excel. Consolidation of data was not automated, leading to many points of reconciliation in the process. There was no capability for ad hoc analysis and Sensitivity analysis took days to accomplish. The new centralized database supported 8 reporting solutions as part of External, FP A, Tax and FX exposure reports.

Responsibilities:

• Analyzed and created business requirements document, project schedules, functional specifications, test plans, end user manuals and presentations.
• Prepared functional design documents for 8 reporting solutions.
• Worked with Business users, Data Management/Architecture and User Interface teams to coordinate all aspects of reporting requirements.
• Co-ordinated with Liquidity, IRRM, Operations, FX Exposure, Tax, Credit Risk, Market Risk, Legal, External Reporting, D D Accounting and Pole Treasury teams to understand the requirements and get sign offs.
• Worked with Data Architectures in designing the logical and physical data model
• Developed UML diagrams using Visio, UI screen shots and conducted JAD sessions with business team and IT team.
• Formed a bridge between the Project Manager and different teams including the Testing team and coordinated with the testers during UAT user-acceptance testing.
• Gave presentations and wrote end user manual to assist in ease of use.

Environment: Cognos, Oracle SQL developer, MS Visio, Word, Excel, Outlook, Power Point, SQL Server, Rational Rose, Oracle, HTML, Oracle Business Intelligence, Java

Confidential

Business Analyst / Junior Project Manager

The project involved building Globac- A portfolio management application, developed to provide most valuable advisory services to clients on Asset Projections, Executive stock option models, Portfolio Rebalancing, Investment Holdings, Liquidity needs and future goals. The systems solutions advise the clients on wealth management strategies, provide clear and complete picture of the clients assets in position and those that are held by other providers, full brokerage capabilities, access to IPO's and other 3rd party products, research data and tax and insurance information. The project involved extensive use of MS Excel including lookups, pivot tables and macros.

Responsibilities:

• Responsible for creating and reviewing business requirements, functional specifications, project schedules, documentation and test plans.
• Worked with production staff to identify and map detailed current processes, identify gaps and failure points, perform root cause analysis and develop functional requirements that supported overall strategy, goals and objectives.
• Conducted market research on the different financial products to be included in the portfolio.
• Worked with several data feeds including Bloomberg, Thompson Reuters, MSCI, Barclays Point and Russell
• Used Excel to analyze data and recommend changes
• Conducting user and stakeholder interviews at both in-house and client locations to gather and analyze requirements using RequisitePro and MS Visio as well as modifying requests from the user to upgrade or change the business specifications for the product.
• Identify, research, Realize, investigate, analyze, define and document business processes and Use Case Scenarios
• Conducted workflow, SDS's, process diagram and gap analysis to derive requirements for existing systems enhancements using Use Cases, Activity Diagrams, Sequence Diagrams, OOD using MS Visio.
• Assist with user testing of systems UAT , developing and maintaining quality procedures, and ensuring that appropriate documentation is in place
• Responsible for identifying and documenting business rules, created detailed Use Cases and conducted User Acceptance Testing. Developed the test plan, test conditions and test cases to be used in testing based on business requirements, technical specifications and/or product knowledge.
• Developed timelines for project delivery, and managed projects and resources to successful completion.
• Was responsible for all project documentations and served as a liaison between the business team and the project team by assisting in identifying, understanding, and documenting their business needs.
• Provided technical assistance in identifying, evaluating, and developing systems and procedures that were cost effective and met business requirements.
• Liaison for projects with other corporate departments, including Executive, Legal and Information Services as well as vendor relationships

Environment: UML, MS Visio, Word, Excel, Outlook, Power Point, SQL Server, Rational Rose, Oracle, HTML, Oracle Business Intelligence, Java, C , PL/SQL

Confidential

Senior Data Analyst

The project involved cleaning up Client 1st - the proprietary Siebel based CRM database across Equities, Fixed Income, Foreign Exchange and Derivatives. There were several discrepancies and duplications within the database, which made it unreliable and difficult for the Traders, Marketers, Analysts, Sales persons and Relationship Managers to use the data or book expenses, meeting memos, etc. The project was successfully delivered one month before the stated deadline.

Responsibilities:

• Lead the Data Cleansing process for Top 40 Real Money and Hedge Fund clients.
• Conducted daily, weekly and monthly meetings with Relationship Managers, different business groups and European teams to discuss the analysis, get recommendations and review changes.
• Extracted and analyzed data using extensive SQL queries and Oracle Business Intelligence tools, into Excel and created Macros and Pivot tables to analyze the data.
• Prepared weekly status reports to assess the project timeline and update the management and Project Manager regarding current and future progress and any obstacles.
• Assisted in Improving the Client 1st user experience and made it more reliable to analyze Revenue recognition for each individual salesperson.
• Implemented the recommendations into staging environment and cross referenced with the concerned teams, before making production changes.
• Prepared and gave presentations to RMs, Marketers and other Client 1st users to update them with post-production changes and improvements.

Environment: MS Excel, SQL Server, Visio, Word, Outlook, Power Point, Oracle Business Intelligence, VBA, Siebel, Oracle 9i, HTML

Confidential

NY Business Analyst

Work revolved around performing a product focused business analysis role, which involved developing an integrated portfolio management application to support various businesses within the Fixed Income and AI Alternative Investments and capture full trade life cycle by combining front, middle and back office operations involving trade booking and settlement workflows. Trade details such as share class, series, price, NAV, Number of shares, etc. were captured along with the underlying funds share class level attributes i.e., reporting frequency, subscription terms, redemption terms, payout amounts, etc. . Once trade was booked, trade data flows into back office for GL entry. Once acknowledged, trade status is changed from blottered to acknowledged, once finalized NAV is received, prices are updated to systems. Once trade is settled trade state is changed to settled and prices/NAV amounts are updated.

Responsibilities:

• Collaborated with project stakeholders throughout all SDLC phases to ensure timely delivery of specified business solutions
• Developed an external facing portal where investors can check the performance of their investments and provide an online document repository of various reports while providing the business with a means to cross sell products to existing clients by posting news about new and upcoming products on the portal. The portal also served as an interactive tool where clients can create model portfolios and compare them with benchmarks and other existing products Client Portal .
• Developed an external facing site that provides index value and daily pricing information to general public. The objective of the site was to attract new investor to invest into custom Credit Suisse products, structured to follow the Beta Indices.
• Involved in the preparation of the Iteration Plan in Elaboration and Construction Phases.
• Performed business process analysis, business process design, business process testing, data analysis and data validation using complex SQL queries written on Oracle.
• Played a key role in the planning, testing, and implementation of system enhancements and conversions. Partnered with the technical areas in the research and resolution of system and process problems.
• Analyzed research on operational procedures and methods and recommend changes for improvement with an emphasis on automation and efficiency.
• Developed strategic partnerships with the business units to develop a solid knowledge base of the business line including the business plan, products, and process and revenue streams.
• Participated in Data Analysis and Design with the Data analyst in defining data sources and required data content for the data warehouse component. Worked on the integration of data from various sources, created comprehensive data mapping and dataflow diagrams.
• Interacted with developers various members of my team to resolve defects and discuss priorities.
• Created, refined and delivered functional test materials corroborated with test cases set up test plans, schedules and scenarios using Rational Test Manager
• Periodic reviews and meetings with Design and Business team to review possible improvements in processes and on project schedule, progress and deliverables.
• Managed project resources to successful completion and involved in review sessions with SMEs, stakeholders, system architects, developers and testers to resolve open and pending issues and updated business continuity plan.
• Tracked and monitored projects using MS Project, ensuring adherence to project scope and budget
• Held Training sessions and demos to facilitate implementation of new system.
• Participated in the logical and physical design sessions, developed design documents.
• Developed the system flow diagrams for the application Including the activity diagrams, data flow diagrams and use case diagrams using Rational Rose and MS Visio.
• Extensively created the SQL scripts for validating the test results
• Functioned as the primary liaison between the business line, operations, and the technical areas throughout the project cycle.
• Documented the Use Cases and prepared the Use Case, Activity, Sequence diagrams and Logical views using MS Visio, MS Office and Rational Rose for a clear understanding of the requirements by the development team.

Environment: Rational Analyst Suite Requisite Pro, Rose, ClearCase , UML, MS Visio, Word, Excel, Outlook, Power Point , SQL Server, Oracle 9i, HTML, XML, C C , ASP.NET, Java, Visual Basic