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Business Analyst/senior Project Manager Resume

New York, NY


  • Around 15 years of diversified experience in areas like Business Analysis, Data Analysis, System Analysis and Quality Assurance, Business User Acceptance testing, Project Management, Test Management in Banking and Financial services domain.
  • As a Business Analyst, highly involved in Stakeholder Meetings, Requirements Gathering, Data Gathering and Functional documentation.
  • Has solid understanding of Business Requirements, Business Process Flow & Business Process Modeling, Service Oriented Architecture.
  • Extensive Skills in functional documentation preparation like Business Requirements Document (BRD), functional and Non functional requirement documents, System Analysis Document (SAD), Impact analysis document, Risk Analysis, QA management, Test Plans & Test Cases, Implementation documents etc.
  • Knowledge and experience in Requirements gathering techniques through Research Analysis, Interviews, Workshops, Conference calls, Surveys, formal - informal sessions, JAD sessions with all stakeholders, Gap analysis, Data analysis, Business Process improvement and systems integration.
  • Expert in maintaining Project Plan, base lining requirements, scope analysis, project plan updates, estimation, and Requirements traceability matrix etc.
  • Has wide noledge in Business process reengineering with solution design.
  • Communicate across Business, Technical and Executive Management
  • End-to-End business data analysis, Business Intelligence (BI) tools like Informatica, OBIEE, OLAP, Mainframe and distributed systems analysis (Files & Database) in COBOL, DB2, VSAM, JCL, SQL, IMS, Unix, Teradata, SQL Server, UDB, Oracle etc.
  • Has good Communication and Presentation skills
  • Knowledge of Unified Modeling Language (UML), Use Case Diagrams, documents.
  • Understanding of Technical Architecture and Business Architecture
  • Experience in Change Management, Configuration Management and Release management Process
  • Adept at Project Management - Planning, Execution and closure using SDLC and Agile/SCRUM models
  • Wide experience in Quality Assurance (QA) processes and tools, Manual testing, System testing, Integration testing, Functional and Business / User acceptance testing
  • Solid understanding and adhered to regulations, compliance with IT policies and procedures,
  • Knowledge in Regulations like BASEL, Dodd Frank, EMIR, MiFID, Data Making & BSA AML-KYC
  • Understanding of Capital Markets, Fixed Income products, Equities, trading and Trade Life Cycle, Retail Banking functionalities like Core banking, Deposits, Sweep, SWIFT, Corporate/Branch General ledger, Branch level implementation, corporate banking, teller functionalities etc.
  • Information technology professional capable of managing technology projects from concept to completion with remarkable deadline sensitivity


Primary Skills: Business Analysis and Design, Functional documentation, Requirements Workshop Facilitation - JAD Sessions, UML Modeling, QA, System, Functional and User Acceptance Testing.

Platforms: IBM Mainframe - OS390, Windows XP/NT, Unix.

Database: DB2, Oracle, SQL Server, Teradata, IMS, UDB, VSAM.

Requirements Management Tools: Rational Requisite Pro

MS Office Suite: MS Word, MS Excel, MS PowerPoint, MS Project, MS Visio, MS Outlook, Lotus notes

Modeling tools: MS-Visio, Rational Rose

Project Management Tools: MS-Project, Share Point, Clarity PPM

Data Analysis: Masking in Mainframe and Distributed systems using Informatica Power Center & Power Exchange, ETL concepts, Information Life Cycle Management.

Tools: HP ALM, HP Quality Center, Clear Quest, Share Point, ITSM, Defect Change Management System (DCMS), PC based Version Control System (PVCS), Visual Source safe (VSS), Integrated Project Management System (IPMS), ISPW, FAD, FAM, FAI, IMS, expeditor, Abend Aid, Spufi, QMF, ADB, Mainview, IOF, Change Man, Endevor, DB2I, Informatica Power center, ETL tools, Power Exchange, ILM. Business Intelligence (BI) tools like Informatica, Crystal Reports


Confidential, New York, NY

Business Analyst/Senior Project Manager


  • Worked as a BA/Senior Project Manager for multiple initiatives like BASEL II & CCAR data ware house development, Data warehouse hosting and Credit card analytics ( TD Bank relationship),
  • Data Warehouse builds for Santander bank relevant to CCAR FR Y 14 M/Q/A Schedules reporting, Benchmarking and reporting to top US Banks, Australian Banks Credit Card payment study program
  • BA/Project Manager for Card Analytics operational projects for TD Bank, Citi, Bank of America, OCC, FED, GE, RBS, Visa and 5/3, Huntington banks
  • Program Manager for entire Card and Non Card Santander bank Data sourcing, onboarding and Data Warehouse build relevant to CCAR FR Y 14 M/Q/A Schedules reporting & Risk Data Management
  • Business requirement gathering and BRD/FRD documentation for BASEL and CCAR to TD bank
  • Business data analysis for BASEL/CCAR data warehouse
  • Physical and Logical Data Model build for CCAR Data warehouse and Deposits payment studies
  • Responsible for managing Data Ops team - Data Loading, Cleansing & Validation, Bench marking and Client delivery reporting
  • Understanding of Credit Card Risk analytics and reporting
  • Requirements Gathering, Business analysis and Business case formulation
  • Presented formal presentations to end users, stakeholders, and management
  • Managing multiple projects - Planning, Scheduling, Budgeting, Execution, Monitoring and Controlling
  • Prepare Metric dashboards with executive management
  • Use case formulation and writing BRD’S, HLD’s, SRS etc.
  • Creating Project Plans using MS Project, Risk Plans, Delivery milestones for projects
  • Responsible for Setting up new PMO division and aligning projects,
  • Responsible for Project forecasts & selection, Budgeting, Resource & Effort Estimation
  • Arranging Steering committee meeting for project approvals from all stakeholders and sponsors
  • Coordinate with IT systems, networking and DBA teams for Data center server migration
  • Coordinate with Business and IT teams for Data migration development and testing post migration
  • Legacy server shutdown and decommission planning (post Data Center Migration)
  • Database reorganization and server cleanup for TEMPeffective storage planning
  • Coordinate with Data Ops team for Data loading, data cleansing and normalization, data Validation, Benchmarking, reporting and client delivery
  • Involved in card analytics and risk analytics, profit net reporting for banks
  • Involved in Data Center hosting and building Dataware house /mart
  • Align with Release management (ITSM) and Business change management process
  • Create WBS, RACI charts, Earn/burn analysis, Milestone charts and Review deliverables
  • Improve Service levels, performance, productivity and efficiency by automation
  • Preparation of presentation decks related to business and project management
  • Prepare Status Reports, Dashboards, Metrics, RAG (Red, Amber, Green) status charts


Business Analyst /Project Manager


  • Working as an Business Analyst / Project Manager in Consumer Community Banking and Chase Wealth Management
  • Build a Metrics program at a Sub-LOB level and discuss Metrics dashboards with key managers
  • Leading initiatives like BASEL II and BASEL III, Enterprise Data Management and Data Masking, New Environment build, Co-Location Datacenter for PROD and Disaster Recovery, Data Warehouse/Marts Development, Maintenance and support/BAU, Data Migration from EDW to ICDW platform.
  • Understanding of Mortgage banking and Retail banking functionalities in Consumer community banking Line of Business
  • Understanding of Chase Wealth management, Auto Finance, Mortgage Banking, Commercial Loans / Lending etc.
  • Gap analysis for BASEL III and CCAR / ICAAP reporting
  • Requirements Gathering, Business analysis and Business case formulation
  • Provides strategic direction, guidance, and analysis to senior management regarding the projects
  • Involved in Developing, interpreting, reviewing, validating documents, and maintained business and functional requirements.
  • Feasibility analysis and Gap analysis for BSA AML, KYC, BASEL II AND BASEL III.
  • Coordinate and facilitate meetings to define key capabilities and requirements that will enable stakeholders to define business strategy.
  • Communicate across business, technical and executive management
  • Analyze BAU processes( Maintenance and Support), Data, operations and suggest service level improvement processes
  • Evaluate business requests to determine feasibility; researches and identifies options; recommends solutions that best serve business needs
  • Use case formulation and writing BRD’S, HLD’s, SRS etc.
  • Functional documentation preparation like Business Requirements Document (BRD), functional and Non functional requirement documents, System Analysis Document (SAD), Impact analysis document, Risk Analysis documents, Test Plans & Test Cases, Implementation documents etc.
  • Business user analysis and user testing
  • Process analysis, process re-engineering and business and functional requirement gathering
  • Perform project management tasks as required by the project
  • Incident and problem resolution working with business partners to thoroughly understand process
  • Document system functionality and business processes and share with IT teams
  • Change Management and coordination
  • Streamline and build BAU processes for various projects to has smooth production support
  • Leads the solution assessment process, including vendor management, alternative solution evaluations from both a technical and business perspective
  • Improve Service levels, performance, productivity and efficiency at a LOB level
  • Define SLA’s and do benchmarking
  • Test data management recommendations and Data Masking program management
  • Stakeholder management, Client interaction and reporting to Directors/VP’s and above
  • Track ITSM (Release management) and seek approvals from various stakeholders for various types of Change Requests.
  • Incident and Problem management at LOB level (ICDW Platform).
  • Defines, revises and reports on core metrics to manage program progress against long-range targets
  • Handled projects with SDLC Project Methodology and Agile SCRUM
  • Dashboard preparations, trend analysis of service levels, performance and reporting at various levels in the organization

Confidential, NY

Program Manager/ Business Analyst


  • Worked as an Business Analyst / Program Manager at an account level
  • Program Management of Application Management Services - i.e. Planning, execution, Monitoring and Controlling
  • Prepare Project Plan and execute tasks inline with the same
  • Involved in Developing, reviewing, validating requirement documents, and maintained business and functional requirements ( BRD, HLD, SRS, Traceability Matrix, Use Cases, WBS and RACI)
  • Arranged JAD and JRD sessions, Workshops for stakeholders to define business strategy
  • Evaluate business requests and recommends solutions that best serve business needs
  • Provide information about how requirements may affect functional design documents
  • Served as the primary interface between the user and the department
  • Presented formal presentations to end users, stakeholders, and management
  • Conduct structured walkthroughs of requirements with business and project team members
  • Support business user acceptance testing to ensure client/user needs are met.
  • Presented information regarding enhancements and tracks and responds to questions from business and IT team members
  • Identify potential problems that may arise with new or enhanced applications; communicates how problems will affect business; recommends solutions
  • Written business correspondence and technical reports; reviews report results for accuracy
  • Gain noledge of the IT environment andclients business lines and technology products
  • To participate in development and refinement of Strategic roadmaps for technology products and business lines
  • Research opportunities to minimize complexity by leveraging current IT investments and seeking out cost TEMPeffective solutions
  • Participated in incident Management, Problem management and change management activities including QA testing, troubleshooting, and investigation
  • Perform task automation and implements process improvements; recommends enhancements that result in increased quality and service levels.
  • Maintained established Service Level Agreements to manage customer expectations and quality standards; identifies opportunities for improvement.
  • Large/complex projects with multiple interdependent work streams
  • Client interaction and reporting to deputy CIO, Directors
  • Involved in Business presentations, RFP response writing/reviews
  • End to end Outsourced transition and transformation program management experience
  • Handled Testing, Development and Maintenance projects with SDLC project methodology
  • Handled CRM and SLA management
  • Delivered number of initiatives and enterprise solution projects on time, within budget

Confidential, bank, NJ

Business/Systems Analyst and QA Manager


  • System Analysis and functional documentation for various GWM Client & Account data Integration charters and programs across BOA Merrill Lynch brokerage firm,
  • Worked in various Client & Account data Integration charters, Global wealth management, Investment Banking, Private Banking, Shared Services and Managed services group projects, Testing, Development and Maintenance projects
  • Worked for projects like Online account opening, Enterprise account opening, Client On boarding and Data Governance, Bank Brokerage Integration statements, Client Hub, MIS, Sales Force Dot Com, Index and Bidirect Sync projects, Dodd Frank, BASEL II, BSA AML, securities, equity Underwriting.
  • Analysis of workflows for BSA AML in Merrill Lynch brokerage firm
  • Understanding of front, Middle and Back office systems Design of Governance mechanism for Online account opening and enterprise account opening with AML officer approvals
  • Validated business requests with regards to the Strategic roadmap
  • Proactively present solutions to the business to move products along their strategic roadmap
  • Business analyst for Master Data Management(MDM) program (Siperian product with oracle hub database)
  • System Analyst for Basel II and Dodd Frank program from client and account data team
  • Analysis of gaps and attribute level detailed documentation for Basel
  • Participated in Credit risk, Market Risk and Operational risk assessments
  • Involved in CCAR and ICAAP regulatory reporting
  • Participated in DFAST and stress tests
  • Business sponsor needs, Client interaction and Stakeholder need assessment
  • Participation in JAD sessions, workshops, brain storming sessions, Focus group work streams, surveys, Conference calls etc.
  • BRD preparation and guidance for preparation of SRS to development teams
  • Business users and Advisory requirements gathering
  • Stake holder management and Traceability maintenance of requirements
  • Liaison between Development teams and Business/ User testing teams
  • Support for testing teams, Business consulting and Test management
  • Executed projects with Standard Project SDLC methodology and Agile scrum
  • Handled Mainframe, Service Oriented Architecture, Business Process Framework related projects
  • Impact analysis and portfolio meeting reviews, business case formation
  • Test management/ QA involving system testing, user acceptance testing & performance testing
  • Defect management, tracking and Resolution
  • Stake holder call set up, triage call set up and issue resolution
  • Arranged Stake holder discussions, meetings and Brain storming sessions
  • Business User Acceptance testing and coordination Governance groups for UAT testing
  • Quality assurance and control
  • Management reporting and presentations
  • Qualitative and Quantitative Risk analysis and mitigation
  • Followed change control process which is place to track and address change requests logged by the business users
  • Data Quality and operational reporting
  • Tracking progress to ensure zero slippage in schedule, cost and Quality of deliverables
  • Oversee project progress, suggest process improvements
  • Day-to-day co-ordination/interaction with the clients/end-users and all other support groups

Confidential, bank, NY

Lead Business Data Analyst


  • Solution Analysis, design, testing and implementation (SDLC) of Data masking project in Global wealth management group(Test data management sanitization as per Federal and SOX compliance regulations)
  • Knowledge in various investment banking and wealth management applications like Fixed Income, Equities and order entry trading, derivatives, core processing and client reporting applications, Margin, General Ledger, Underwriting, Daily balancing, trading, clearing and settlement, stock record, deposits, trade confirms, swaps, credit default swaps, Interest swaps, reporting, Client Profile system, Bulk transfer, account opening, deposits, BSA AML payment systems, funds transfer, ACATS etc.
  • Experience with electronic trading systems for fixed income products
  • Experience in User testing of middle and back office systems
  • Experience in Enterprise Data Warehouse and BI tools
  • Business Data analysis with Regulatory reporting experience
  • End to end Business Data Analysis for Global wealth management group applications(GWMG)
  • BA for Business deposits applications
  • Documentation of Business requirements and reviews
  • Functional documentation preparation like Business Requirements Document (BRD), functional and Non functional requirement documents, Impact analysis document, Risk Analysis documents, Test Plans & Test Cases, Implementation documents etc.
  • Use case design and requirement gathering
  • Arranged Stake holder discussions, meetings and Brain storming sessions
  • Requirements analysis and functional testing / user acceptance testing
  • Use case diagrams and modeling for business process design
  • Impact and system analysis in Mainframe (cobol,DB2,JCL,VSAM) / Dataware house
  • Data analysis for Mainframe DB2 and Distributed systems(SQL server, Teradata and UDB)
  • Managing team for Data gathering, Data Management and Analysis
  • SQL query processing for DB2 and other distributed systems.
  • Data masking Solution implementation using Informatica Power center ( Repository, Designer, Workflow manager and Monitor) and Information life cycle management (ILM)
  • Informatica Power Exchange technical experience
  • Experience in PILOT Implementation of Data masking (Test data management sanitization) project
  • Review incidents, issues & clarifications logged by testing and development team and provided answers to address the issues.
  • Develop strategies with Quality Assurance group to implement Test Cases for UAT
  • Follow change control process to track and address change requests logged by the business users
  • Tracking progress to ensure zero slippage in schedule, cost and Quality of deliverables
  • Day-to-day co-ordination/interaction with the clients/end-users and all other support groups
  • Regulatory Compliance and Audit reporting


Business Analyst


  • Functional documentation of Business requirements ( Due diligence)
  • Worked with business users to define requirements and analyze the possible technical solutions
  • Conducted Gap Analysis of the As-Is and To-Be processes to derive requirements for existing systems enhancements.
  • Interviewed key users and facilitated brainstorming sessions to gather business requirements and acted as a liaison between key users and technical team.
  • Created questionnaires, and analyzed the feedback from the key users in order to understand and capture the requirements for the product
  • As a Business analyst, Involved in stakeholder meetings, Requirements gathering and functional documentation of various projects (Customer invoicing system - Billing, Data masking and Finance projects, MIS, SOX compliance program).
  • Business analyst with Regulatory experience and credit rating experience
  • Analyzed and collected business requirements, identified system interfaces and created the requirements specification document.
  • Involved in all phases of system development life cycle (SDLC)
  • Invoice & consumer Data Management, Analysis and processing
  • Preparing high-level requirements and associated estimates.
  • Design the solution complying with customer requirements
  • Preparation of Test Cases, Test plan and Testing the requirements
  • Managing the configuration and controlling versions using Endevor and Manage Now.\
  • Setting up Unit and Integration test environments, Resolving SIT/UAT Issues
  • SQL query processing and performance tuning of the applications
  • Data Scrubbing, masking and expansions with reference to statutory and federal requirements
  • Held responsibility for creating business flow diagrams and charts
  • Financial revenue generation and financial reporting depending on products and customer category for Business decisions.
  • File/Report generations to Account Receivables, Account payables and General Ledger teams.
  • Data encryption, compression, transmission to print, and electronic invoice vendors
  • Reports to affiliates of Equifax
  • Formed a bridge between the Project Manager and different teams including the Testing team and coordinated the testing during UAT and conducted defect management: tracking, verification & closure, using HP Quality Center
  • Impact analysis and design of applications in mainframe COBOL,DB2,JCL,VSAM
  • Day-to-day co-ordination/interaction with the clients/end-users and all other support groups, stakeholder management
  • Various project related activities such as estimation, review/delivery of tasks, SLA and Delivery management, team management and interaction with high-level business users etc.

Confidential, Amsterdam

Business Analyst


  • Requirement analysis of business requirements received from Functional and Business owners.
  • Business analyst for internet throw sparen project and other Security domain (CSE) and Savings (PSV) application development & Maintenance projects
  • Worked on Core banking, General Ledger, BASEL, BSA AML and performance reporting
  • SME for Saving applications like deposits, current accounts, FOREX, Annuities, teller functions etc.
  • Preparing BRD’s, Reviewing Documents, Implementation support
  • Preparing and managing Mitigation plan for project risks
  • Business flow diagrams and use case analysis
  • Preparing ADM/SLA/FIN reports for consolidations at BU level
  • Subject Matter Expert for Security domain (CSE) and Savings (PSV) applications.
  • Impact analysis, documentation and design for application projects in Mainframe projects COBOL, JCL, VSAM, IMS, DB2 under multi vendor environment.
  • Solution Design and execution of new interest calculation methods for savings account.
  • Interest processing for all customer data for relevant products
  • Report generation for Business users, vendors, customers etc.
  • Test data management in various environments, Data conversion for testing
  • Project Estimation, planning, execution and tracking
  • Establishing & Monitoring processes for Risk and Change Management, Quality Management.
  • Defined Business Change Request execution model


Programmer and Business Analyst


  • Participated in various phases of SDLC especially design, development, testing and Implementation
  • Implementation support for Core Banking in SBI branches
  • Requirements gathering and functional documentation
  • Design and Development for customization of B@ncs24 -Retail Banking Product’ for SBI.
  • Development in COBOL on HP-Unix Platform
  • Testing of “Front End, General Ledger, Deposit apps“ as a part of Business process Reengineering.
  • Technical Specifications/Coding for various reports needed by SBI
  • Branch Server set-ups and installations in various branches of SBI
  • Training sessions & presentations for Confidential and associate banks for the application and related functionalities
  • Defect analysis and fixing, Performance tuning
  • Interaction with Confidential bankers to gather requirements for the Functionalities needed for Metal Gold Loan - Sweep Transactions Core Banking Application.
  • Preparing Test Cases and Testing of “All Front End, General Ledger, Deposit related functionalities “as a part of Business process Reengineering
  • Testing of Cash BPR, Teller related Functionalities, Sweep Transactions, General Ledger accounting entries, Tax Deduction at Source, Account opening, Maker Checker functionalities.
  • Functional Gap analysis for BSA AML ( Anti money laundering)
  • Testing of Extracts and Reports
  • SQL Query processing for all production issues
  • Finance One data reporting for generating branch and corporate revenues (including product wise)

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