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Product Owner/scrum Master (safe) Resume

Charlotte, NC


  • 9+ years of professional experience in Financial Services and Retail domain as a Business Systems Analyst with a strong understanding of Asset Classes, Simple and Complex Products, Portfolio Management, Financial Reporting Analysis and Trade Life Cycle.
  • Experienced in Business Planning, Data Analysis and Project Management with projects involved in Investment Management, Equities Trading, Fixed - Income Securities, Derivatives with sound knowledge of financial concepts like Financial Budgeting, Portfolio Management, Financial Statement Analysis, Equity Valuation, DCF Modeling
  • Experience in working with different Software Development Life Cycle (SDLC) methodologies like Waterfall and Agile methodologies such as SAFe, Scrum, and Scrum-Waterfall (Hybrid).
  • Experienced in eliciting requirements using various techniques such as survey/questionnaires, Interview sessions, Joint Application Development (JAD) sessions, Requirement workshops, and Document analysis.
  • Assisted Project Manager in developing Project Charter, Project Plan, and Work Breakdown Structure
  • Assisted the Project Manager in budgeting, tracking, and coordinating with development teams for project success.
  • Experienced in writing User stories and handling the Requirements Churn. Participated in Sprint Ceremonies (Backlog grooming, Sprint Planning, Sprint Review and Retrospective) for Scrum Methodology and efficient in performing, prioritizing techniques, MoSCoW, and KANO. Experienced in using Estimation techniques, Planning Poker, T-Shirt Sizing and Relative mass valuation.
  • Expertise in creating UML diagrams like Use Cases, Activity, Sequence, Data Flow, and ERD diagrams
  • Experienced in Graphic User Interface Design (GUI), Wireframes and UI mock-up using Balsamiq tool
  • Experienced in implementing Data warehousing, Data Migration with knowledge of concepts like Data Profiling, Conceptual and Logical Modeling, Schemas, OLTP, and OLAP Operations, such as Roll-Up, Drill-Down, Slice, and Dice.
  • Collaborated with the ETL developer to create Source to stage and Stage to Target Data mapping documents indicating the source tables, columns, data types, transformations required and business rules to be applied using Informatica
  • Experienced in analyzing data using SPSS and using other functionalities of data analysis like regression, and correlation
  • Good knowledge of Service Oriented Architecture (SOA), 3-tier and n-tie r architecture systems. Extensible Markup Language (XML), and JavaScript Object Notation (JSON).
  • Adept at collaborating with QA/Testing team to develop Test plans, Test scenarios, Test cases, and Test objectives.
  • Collaborated in User Acceptance testing (UAT), and Functional Testing. Good knowledge of Test Driven Development (TDD) and Behavior Driven Development (BDD)
  • Undertook a comprehensive review of test cases to ensure their integrity and assist the Quality Analyst and Testing team to perform unit testing, system testing, integration testing, and black box testing.
  • Experience in creating interactive, analytical Business Intelligence (BI) dashboards using Tableau and Excel.
  • Excellent Analytical, Problem solving, Communication and Documentation skills. Self- motivated, Proven leadership capabilities and Time management skills.
  • Strong presentation skills and ability to tailor presentations towards different functional areas of business.


SAFe, Scrum, Waterfall, Waterfall: Scrum Hybrid

Requirement and Defect Management: MS Office, JIRA, Rally, HP ALM, Team Foundation Server (TFS), Rational Clear Quest, Rational ClearCase

Modeling & Designing: MS Visio, Smart Draw, Lucid Charts

Financial Tools: Bloomberg Terminal, Thomson Reuters, Morningstar.

Reporting and Data Analysis tools: Tableau, Power BI, MS SQL server, MS Access, SPSS, Informatica Power Center 9.6.1, MS SSRS

Project Management: MS Office, MS Project, MS SharePoint

Logical/Conceptual/Dimensional/E: R, Star/Snowflake Schema

Data Warehousing: Data Marts, OLTP, OLAP, Multidimensional Analysis, Slicing/Dicing, Drill Down/Roll Up

Testing Tools: HP QC, Selenium, Cucumber, SOAP UI, POSTMAN


Confidential, Charlotte NC

Product Owner/Scrum Master (SAFe)


  • Elicited requirements from the stakeholders and turned those requirements into groomed features and stories with acceptance criteria for the team to develop the solutions
  • Managed risks, issues/problems, and activity progress to ensure project goals are achieved & served as liaison between technical and non-technical teams
  • Worked closely with Product Management to create and maintain a product backlog according to business value
  • Planned and prioritized product feature backlog and development for the product and ensured that the team always had an adequate amount of prior prepared tasks to work on
  • Evaluated data and insights for comprehensive strategy planning and constantly monitored and reported on progress of the project to all stakeholders.
  • Led Sprint planning and Sprint review meetings to communicate feedback on development achievements
  • As a Scrum master, facilitated general Scrum Ceremonies like Sprint Planning, Daily Standup, Sprint Review/System Demos and interactive Sprint Retrospectives.
  • Facilitated and led the product backlog grooming sessions with the scrum team to break epics into user stories through vertical slicing and implementing INVEST criteria.
  • Established detailed user story acceptance criteria, Definition of Done for the development team to understand the boundaries and scope of a User story.
  • Assisted the team in story point estimations using various techniques like Poker planning and T-shirt sizing across the project's timeframe for sprint user stories and resolved any skirmishes through the process.
  • Used JIRA for requirements management and tracking stories; Maintained and updated project documentation in Confluence
  • Co-ordinated with the Systems Team to discuss the Web-Services requirements i.e. the input parameters and the expected Service response and reviewed the sample JSON response
  • Performed Web service testing to test the request and response payloads for the services used by the application.
  • Co-ordinated with the Enterprise Data Architect to iterate through and finalize the logical and physical data model
  • Collaborated with UI/UX team, product scrum team, and product leaders to establish timeline workflows and goals
  • Assisted the UX designer in designing the Prototypes for all the modules of the application
  • Conducted Pre-PI Planning meetings throughout the PI to ensure next PI-Planning readiness by fostering the preparation of goals and backlog
  • Eliminated impediments that obstructed team's pursuit of its sprint goal, cross-team dependencies or cross-team impacts
  • Engaged in Scrum of Scrum meetings and collaborated with other teams on the Agile Release Train to analyze integration of various components into the application, identify and resolve inter-team dependencies.
  • Identified business challenges, design solutions, set priorities and guide product development
  • Provided vision and direction to the Agile development team and stakeholders throughout the project
  • Led the planning of product release plans and set expectation for delivery of new functionalities

Environmen t: Scaled Agile Framework, Jira, Confluence, GitHub, Microsoft Office Suite, SQL Server, Postman

Confidential, Smithfield RI

Sr. Business Systems Analyst


  • Strong understanding of Capital Markets, FX Market, Trading Platform and Trade Life cycle
  • The platform allowed trading multiple financial securities such as Equities, Fixed-Income Securities, FX Securities, Derivatives (Call - Put Options)
  • Responsible for gathering, analyzing and writing business requirements from Stakeholders and SMEs by conducting JAD sessions, Structured Interviews and Questions/ Surveys.
  • Designed and developed UML diagrams like Use Cases, Activity Diagrams and Sequence Diagrams using MS VISIO.
  • Transformed requirements into user stories and assisted the product owner in determining Acceptance criteria
  • Assisted product owner in the prioritization of Product Backlog Items (PBIs) using MOSCOW technique and assisting the technical team in breaking down EPICS into user stories to meet the INVEST criteria.
  • Used JIRA for user story management, issue tracking, and requirement traceability. Co-ordinated with the team to document plans and product knowledge in Confluence. Analyzed the teams Sprint Burn-Up and Burn-Down Chart, and assisted Scrum Master in calculating their velocity to track progress and prepared the status reports.
  • Used SQL queries to perform data analysis, and data manipulation.
  • Assisted in various ETL transformations on extracted data using Informatica like Unconnected and connected Lookups, Routers, Joiners, Filters, Aggregators, Union on flat files.
  • Used HP QC to write test cases, log defects and create an error repository to support QA/testing team in testing, tracking defects and systematically manage defects and bugs.
  • Created feature file following given, when, then format in Cucumber to enable automation testing.
  • Collaborated with QA team to create and review test plan, test cases for UAT after integration of Order Management Systems and Exchange Trade Management Systems and conforming to financial compliances.
  • Involved in API documentation for SOAP in a multiple tier architecture. Documented XML request and responses.
  • Developed Tableau dashboards incorporating Waterfall charts, Bubble charts, Heat Maps, and Histograms for portfolio managers viewing their investments in the front office and senior management viewing risk exposures.

Environmen t: Agile-Scrum, Microsoft Office Suite, Microsoft Visio, UML, Tableau v9.0, SQL Server, Informatica PowerCenter 9.6.1, JIRA, Cucumber SOAP UI, FIX, HP QC

Confidential, Baltimore MD

Sr. Business Systems Analyst


  • Responsible for acting as a liaison between technical and business teams for meeting client requirements
  • Performed GAP analysis to analyze and document the differences between existing business and future business process
  • Facilitated client meetings to gather all requirements, formulated business process specifications and application functionalities in order to understand the value proposition(s) of the project
  • Documented business requirements; assisted the Product Owner in translating them into user stories
  • Assisted the Product Owner in prioritizing the product backlog using Business Value and MoSCoW technique.
  • Participated in Product Backlog Grooming, Sprint Planning, and Sprint Review
  • Designed business workflow models via UML techniques such as Use Case, Activity, and Sequence diagrams
  • Created data mapping logic between source systems and enterprise data warehouse for the ETL development team to effectively perform source system analysis and assess data quality
  • Drafted SQL queries to extract / access data from data warehouse for report validation and testing purpose
  • Worked on Service Oriented Architecture (SOA) and involved in the documentation of REST APIs.
  • Coordinated and facilitated functional testing, system testing, integration testing, and performance testing
  • Assisted Quality Assurance team in defect tracking by identifying and logging defects in the JIRA
  • Performed UAT and assisted the QA team in writing Test Cases and Test Scenarios
  • Worked with Tableau and Excel for reporting and analyzing the portfolio performance and accounts reconciliations
  • Provided feedback to the development team to facilitate modifications necessary before the final rollout.

Environment: Agile-Scrum, MS Visio, MS Project, JIRA, Confluence, Oracle, HTML, XML, Quick Test Pro (QTP), MS Sharepoint

Confidential, Pennington NJ

Sr. Business Systems Analyst


  • Elicited and analyzed requirements from business users through JAD sessions one-on-one interviews, document analysis, and use cases . Documented requirements in business requirement document (BRD) and System Requirement Specification (SRS). Built relationships with financial advisors to ensure their needs are well documented.
  • Conducted Gap Analysis by formulating a process model for the As-Is and To-Be processes.
  • Assisted PM in developing project scope document, project plan and proposal statement.
  • Prepared the Requirement Traceability Matrix and interacted with QA team to ensure the quality of the platform.
  • Participated in Product Backlog Grooming, Sprint Planning, and Sprint Review. Analyzed the Sprint Burn-down Charts to monitor the completion of work within time-boxes.
  • Mapped source data to target wealth management advisory platform application by specifying source data fields that will be queried and target data layer mapping transformations required for view.
  • Assisted the development team in the technical documentation of requests and responses from web service APIs.
  • Assisted in drafting Test Plans and Test Cases for functional testing by analyzing the requirements document
  • Assisted the QA team in conducting Unit testing, System testing, Integration testing and Regression Testing.
  • Developed Tableau based Wealth Advisory dashboards incorporating Waterfall charts, Heat Maps, and Histograms for Relationship managers to effectively advise clients on asset allocation and tax/estate planning strategies.

Environment: Waterfall- Scrum Hybrid, SOA, MS Office 365, HTML, CSS, JavaScript, Java, Balsamiq, JIRA, Selenium, Tableau, Oracle 11g, XML, SOAP UI

Confidential, Cincinnati OH

Sr. Business Systems Analyst


  • Facilitated JAD sessions and conducted interviews for eliciting requirements for various Business Intelligence reports and created documents for analyzing and visualization of data collected from disparate source systems.
  • Documented elicited requirements in Functional Specification Document (FSD) and System Requirement Specification (SRS). Created a sample of data prototypes for approval from sponsors and business owners.
  • Involved in preparing Logical Data Models and used Dimension Modeling like Star Schema, and Snowflake Schema in designing the data warehouse to define the relationship between the fact tables and dimension tables, identifying primary keys and surrogate keys
  • Created conceptual, and logical entity relationship (ER) diagrams.
  • Assisted the development team in Data Cleansing and Data Profiling using Informatica Power Center’s Data Quality before loading the data into the staging environment.
  • Facilitated meetings between development and technical team in deciding the batch processing method for extracting, transforming and loading (ETL) the data into target database using Informatica Power Center.
  • Worked with the ETL developer to create Source to Target Data mapping documents indicating the source tables, target tables, columns, data types, transformations required and business rules and logic to be applied.
  • Used Tableau for data reporting and creating dashboards for visualizing the trends and patterns.
  • Assisted in drafting test strategy, test plans and test cases, and exit strategy by working closely with the quality analyst team.

Environment: Waterfall-Scrum Hybrid Methodology, Oracle, MS Office 365 (SharePoint, Project, PowerPoint, Visio), Java, XML, Jira, HP ALM, Informatica Power Center, Tableau


Business Systems Analyst


  • Gathered requirements from various departments through interviews, requirements workshop and JAD sessions.
  • Created Business Requirement Specifications using Rational Requisite Pro.
  • Responsible for meetings with users and stakeholders to identify problems, resolve issues and to improve the process to ensure a stable and accurate solution.
  • Designed paperless item, check numbers and e-bill feature to enhance business process.
  • Implemented Unified Modeling Language (UML) methodologies to design Use Case Diagrams, Data Flow Diagrams, Activity Diagrams, Sequence Diagram and ER using CASE tools like MS VISIO.
  • Drafted SQL queries to extract / access data from data warehouse for report validation and testing purpose
  • Helped in developing QA Test plans for Functional, Integration and System Testing.
  • Used Tableau as a data visualization tool to communicate information clearly and efficiently via the statistical graphics, plots, information graphics, tables, and charts selected throughout the project.

Environment: Waterfall, Oracle 9i, HTML, Rational Rose, MS Visio, MS Project, SQL, MS VISIO, MS Access, MS Excel and MS Word


Business Analyst


  • Responsible for requirements gathering using elicitation techniques like Interviews and Questionnaire/Surveys, requirements workshop; writing functional specifications for the development team
  • Analyzed and prepared the users ‘AS-IS’ workflow scenarios and the ‘TO-BE’ business processes.
  • Prepared Requirement Traceability Matrix (RTM) to trace and verify if all requirements are met.
  • Collaborated with the QA team in reviewing and validating test plans and test cases
  • Developed SQL stored procedures to extract data for reports and for ad-hoc querying purposes.
  • Assisted in User Acceptance Testing (UAT), ensuring that the final application catered to the user requirements.
  • Identified, mediated, resolved, and eliminated miscommunications between business and technical project team members.
  • Extensively worked with all the phases of software development life-cycle and served as a liaison between the development and the business teams.

Environment: Waterfall, MS Visio, MS Project, MS Office Suite (Word, Excel, Access, Power Point, Outlook), Clear Case, Oracle, Clear Quest, Oracle, SQL Server, MS SharePoint


Junior Business Analyst


  • Gathered Business requirements from key stakeholders, clients and subject matter experts using elicitation techniques such as Interviews, Questionnaire/Surveys etc.
  • Maintained the requirements traceability matrix to manage business requirements.
  • Used SharePoint for content management and document management.
  • Created UML diagrams such as Use Case Diagrams, Activity Diagrams and Sequence Diagrams
  • Assisted the QA team in creating Test cases, Test plans
  • Assisted functional testing based on product and business knowledge as well as facilitated UAT testing
  • Actively involved in walkthrough sessions and meetings with development team to identify, report & resolve project related issues, defects & enhancements

Environment: Waterfall, Windows XP, HP Quality Center, ClearCase, MS Visio, MS Excel, MS SharePoint, SQL Server

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