SUMMARY:

• 8+ Years Professional Experience as Business Analyst with solid understanding of Business Requirement Gathering, Business Process Flow, Business Process Modeling and Financial Analysis
• Solid experience in Finance Industry, Investment banking, Retail banking, Commercial banking and Insurance
• Extensive experience in Investment Advisory and Wealth Management Services.
• Deep knowledge and experience of Performance Measurement and Reporting in Wealth Management and Portfolio Management. In depth knowledge of Billing procedures and the Accounting processes.
• Experienced in understanding business rules, technical specifications and effectively implementing them into a Business process flow, thus transforming user requirements into business requirements
• Comprehensive knowledge of and Solid experience in Software Development Life Cycle (SDLC) Methodologies, Microsoft Solutions Framework (MSF), RUP.
• Good understanding 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)
• Developing Scope /Vision documentation and Project Plan, identifying and analyzing the key project risks. Developing risk mitigation plan. Interacted with various departments to schedule and organize project meetings, team/group meetings and manage resources to ensure successful delivery.
• Extensive experience in Conducting Market Research, Feasibility Studies, Data Analyses, System Analyses, Gap Analyses, and Risks Analyses
• Solid Experience in Collection, analyses, and documentation of User Requirements, as well as Organizing interviews, User meetings, workshops, JAD sessions and requirement elicitation sessions.
• Extensive experience in creating business process flow diagrams, UML (Unified Modeling Language) tools to create Activity, Sequence, Use Case, Class, and Collaboration diagrams Collect, analyze, organize and document Business Requirement (BRD)
• Good Knowledge in Project Management i.e. Project Scoping, Planning, Estimating, Scheduling, Organizing, Directing, Controlling, Budgeting Procedures.
• Knowledge of traceability Matrix Handle requirement Change and handling User Conflicts. Knowledge also of Conceptual designing and Logical designing as well as High level Designs.
• Experience in conducting Test plan, Unit test, System test, and Implementation. Have also done User
• Acceptance Testing (UAT), SWOT Analysis, Cost Benefit Analysis and ROI analysis.
• Strong hands on ability to use SQL in RDBMS DBMS, (SQL Server, and Oracle) for verifying source data preparation and assisting of data design input and trouble-shooting.
• Skilled at reviewing test cases making sure they are in accordance with requirements and assist the overall testing process by activities such as Change and Defect Management and conducting User Acceptance Test in
• Extensive exposure to End-to-End testing, System testing, Regression testing and User Acceptance testing (UAT).
• Proficient in the use of Visual Studio, MS Visio, MS Word, MS PowerPoint, MS Excel, as well as MS Project.
• Excellent communication, presentation, project management skills, a very good team player and self-starter with ability to work independently and as part of a team.

TECHNICAL SKILLS:

Methodology: SDLC, JAD, Waterfall, Iterative, RUP, SOA, Agile Scrum, Agile Kanban, Agile SAFe

Databases: SQL Server 2008, MySQL Server, Oracle Enterprise Manager, MS Access, CCH Access

Operating Systems: Windows XP/Vista/7/8, Windows Server, MAC OS, Linux, UNIX

Management Tools: HP Quality Center/ALM, Rational Requisite Pro, Bugzilla, Borland Star Team MS Office/SharePoint/Project, JIRA

Modeling Tools: MS Visio, Enterprise Architect

Testing Tools: HP Quality Center/Test Director/ALM, HP Quick Test Professional, SOAPUI

PROFESSIONAL EXPERIENCE:

Confidential - Charlotte, NC

Sr. Business Analyst

Responsibilities:

• Extensively worked in Agile frame work throughout all the phases of Software Development Life Cycle (SDLC) to document, implement and deliver reports
• Performed data analysis of the source tables, columns, data types and compared with the target tables, columns and data types to ensure compatibility.
• Interacted with the Business Users to understand the client business processes and to gather requirements.
• Documented the business rules for the ETL to ensure data is transformed as expected in the mapping document.
• Wrote complex queries to join multiple tables in order to simplify the extract definitions.
• Worked with the Reporting team to clarify the requirements for various reports like top leads pipeline, cumulative volume reports etc.
• Defined the aggregation logic at a detail level to roll up granular data into summary level information.
• Responsible for generating quick excel reports using Pivot Tables, and Advanced Formulas (Vlookups, Countifs, Sumifs, Sum product, match, offset, lookup, Hlookup, if conditions) Excel Macros (recorded, modified and executed) to automate some of the testing and reporting tasks
• Prepared Business Requirement Document (BRD) and Functional Requirements Document (FRD).
• Created Use Case, Use Case Diagram, Business flow diagram, and Work and Navigational flow using UML.
• Created Use Case, Use diagram and sequence diagram using MS Visio
• Conducted informal sessions to develop architectural solution that the application meets the business requirements, resolve open issues, and change requests.
• Linked business processes to organizational objectives and perform critical path analysis
• Improved coordination between the client and internal project teams by assisting in removing ambiguity in requirements; translated validated business needs to actionable technical specification documents
• Documented complex logic as pseudo code to assist the development team in gaining a clear view of the functional requirements
• Utilized existing internal processes and improved those same processes for software problem identification, escalation, and resolution and facilitated project team meetings. Continually reviewed and revised project processes to ensure accurate and timely results
• Performed risk management, Post project analysis & coordination among cross-functional teams & follow-up with clients for settlement of project based issues.
• Closely worked with the QA and Development teams to identify and resolve issues.
• Assisted in documenting relevant System interfaces, performed functional testing, and provided support during user acceptance testing
• Responsible for ensuring that all Artifacts are in compliance with corporate SDLC Policies and guidelines

Environment: BI tools like SAP BI,SQL, Java, J2EE, JavaScript, Ajax, HTML, CRM-Web-services, DB Designer, Advanced Excel, VBA macros, JIRA, Confluence, SharePoint, MS Office (Word, Excel, PowerPoint), MS Visio.

Confidential, Chicago, IL

Rate: Business Analyst

Responsibilities:

• Identified processes and collected data from end-users and analysts for developing and documenting detailed business requirements.
• Conducted Use Case reviews and identified gaps in the existing system, which led to improvements and enhancements resulting in a more robust and functional website.
• Wrote Test Plans and Test Cases in accordance with the Business Requirements Document for test and production environments.
• Created the Requirements Traceability Matrix (RTM) using MS Excel and made updates to it along the course of the project.
• Worked with the Project Manager for various activities such as keeping track of Project Status, Deadlines, Environment Request, Implementation Readiness and Compliance Issues.
• Ensured Use Cases were consistent and covered all aspects of the Requirements Document.
• Maintained the Business Impact Analysis Template (BIAT) to analyze and document the effect of proposed changes to the project schedule and costs.
• Administered tracking issues that were detected and updated the status of existing issues based on daily review meetings with the development team.
• Identified and analyzed data requirements for teams at different sites and made sure that the required data was available in the testing environment.
• Assisted in Functional System Testing, Integration Testing and Regression Testing. Performed User Acceptance Test using the Test Cases before releasing the application.
• Used the guidelines and artifacts of the Rational Unified Process (RUP) to strategize the implementation of Rational Unified Process effort in different iterations and phases (Inception, Elaboration, Construction and Transition) of the SDLC.
• Validated the scripts to make sure they have been executed correctly and met the scenario description.
• Conducted daily project status meetings, QA review meeting, and System Test meetings to keep all members of the team in sync.

Environment: Windows 7, JAVA, MS Office Suite, Rational Rose, Crystal Reports, Requisite Pro, Clear Quest SQL, Oracle.

John Hancock - Boston, MA

Business Analyst

Responsibilities:

• Authored the detailed Technical Design Document (TDD) Functional Requirement document (FRD) for new product functionality after conducting requirements elaboration sessions with Vendor & client teams.
• Analyzed and documented differences/Gaps between current ETL processes and potential enhancements.
• Made recommendations to development teams regarding the design and implementation of the ETL processes.
• Created and defined equity reference data dictionary, developed equity reference data mapping file by defining old and new equity reference data points.
• Created Data Mapping document between legacy & new application as per business user requests.
• Created detailed periodic status reports to provide end-users, top management and implementation team, Visibility into the progress of the implementation.
• Organizing and participating in Release walk-thru, demos & presentations of the new releases and documenting the feedback.
• Performed Gap analysis for new functionality requirements, as well as prioritized them based on actual business needs so as to align them with the product release roadmap.
• Provided support towards resolution of issues and enhancement projects for the Global Billing System.
• Tracked and monitored Issues & its root cause analysis and resolution identification, Issue prioritization, design and implementation management using Team Track (Defect Monitoring Tool to provide accurate estimates of effort for the new requirements and enhancements for UI development projects, the repetitive migrations, requirements gathering estimates, etc.
• Worked with Business Banking Teams and Wealth Management Business Teams for Client Onboarding activities.
• Created and transformed business requirements into functional requirements and designed
• Business models using UML diagrams, activity diagrams, mockups, prototypes. Conducted JAD sessions, functional walkthroughs, User Acceptance Testing (UAT), worked along with developers and Quality Assurance team.
• Working with SME's and other stakeholder teams on requirements gathering to write the Business
• Requirements, epics, user stories, Functional and Non Functional Requirements.
• Involved in checking the bugs in the codes or confirmation with the team of QA
• Used the tool MS-Visio to create use case diagrams and process flows.
• Involved in identification of business rules, business and system process flows, user administration, requirements and assumptions.

Environment: Rational Requisite Pro, SQL, MS Word, MS Visio, Mercury Quality Center, Oracle, MS Project, MS Access

Confidential, Stamford, CT

Business Analyst

Responsibilities:

• Analyzed User Requirement Document, Business Requirement Document (BRD), Technical Requirement Specification and Functional Requirement Specification (FRS)
• Prepared and analyzed 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)
• 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 processed 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.
• 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 Requirement (FRD) documents using the Microsoft standard structure and format (business sections only)
• 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, Clear Case, Clear Quest), RUP, Visual Basic, MS Project, SQL, SQL Server, Oracle, C#.Net, Web Logic, IPFR MS Visio, Services, HTML, UNIX, Adobe Photoshop, Project Management.