Skills

Please use this table to list the skills noted in the Required/Desired section of the Peoplefluent requirement. In addition, please respond with the years of experience for each skill and the last time each skill was used. Add or delete rows as necessary.

Conducting JAD sessions Required 6 Years

7 Years

2012

Documenting functional and non functional requirements Required 6 Years

6 Years

2012

Creating application prototypes and screen mock ups Required 4 Years

5 Years

2012

Creating graphical representations of complex business processes Required 6 Years

6 Years

2012

Experience in using Microsoft products such as; Visio, PowerPoint, EXCEL and Word Required 5 Years

7 Years

2012

Financial Grant background Highly desired 5 Years

5 Years

2012

New York October 2011 – Present
Sr. Business Analyst

Fidelity Investments provides a large family of financial services in mutual funds, distributors and investment advisors, as well as providing wealth management, securities execution and clearance, life insurance, retail brokerage services and a number of other services.

RESPONSIBILITIES:

• Worked with SME’s and other business teams on requirements gathering to write the Business Requirements Document, Functional and Non Functional Requirements.
• Followed the RUP methodology for elicitation and representation of requirements.
• Designed BPM solutions to meet risk, follow-up, and improvement requirements.
• Created and transformed business requirements into functional requirements and designed
• Created screen mock ups based on the requirements put forth by the SMEs.
• Business models using UML diagrams, activity diagrams, mockups, prototypes. Conducted JAD sessions, functional walkthroughs, User Acceptance Testing (UAT), worked along with developers and QA team.
• Contributed in defining the scope of the project and defined functional specifications, ensured this was in compliance with TRACE (FINRA), Basel Risk limits.
• Update and maintain databases and tables used for reporting using SQL for both the legacy and future state solution by performing data profiling, data analysis, and data mapping
• Brought deeper understanding, compliance, and overall satisfaction to the Change Management component
• Designed and implemented a "carousel" to describe all menu navigation for the web site.
• Documented all PL/SQL procedures and user guide for different processes followed. 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.
• Creates user manuals and facilitated training programs.

Environment: MS Excel, Oracle, Rational Requisite Pro, SQL, Ms Word, SharePoint 2010, MS Visio, MS Project, MS Access, Internet Explorer 5, Mercury Quality Center

IL June 2010 – September 2011
Sr. Business Analyst

Description:
JPMC is organized in to Investment Banking, Private Banking and Asset Management divisions. It is highly regarded for its risk management and strategic capital allocation. The agile project was to develop a model that can oversee grantsto community developmentfinancial institutions (CDFIs) focused onfundingcharter schools.

Responsibilities:

• Acted as a liaison between stakeholders and software development team to gather requirements
• Interviewed client employees to gather information, understand the users need, define requirements, Business Requirements Document, Functional and Non Functional Requirements and develop specifications.
• Facilitated (JAD) Joint Application Development sessions to identify business rules and requirements and then documented them in a format that can be reviewed and understood by both business personnel and technical personnel.
• Created screen mock ups based on the requirements put forth by the SMEs.
• Conducted GAP analysis for training purposes between existing application and after integration of the new one.
• Conducted functional walkthroughs, User Acceptance Testing (UAT) session, ensured project was in compliance with the policies and regulations, and assisted the development of User Guides and SOP Manuals for customers. Prepared User stories, mockups, prototypes, swim lane diagrams.
• Organizing weekly Project status meetings with business users and updating project plan and status reports
• Project tracking and Status Reporting to business users/management.
• Collecting sign offs and approvals from business users and keeping them in MS SharePoint controlled environment.

Environment: MS PowerPoint, Scrum, MS Excel, MS Word, MS-Visio,.NET, SQL,MS SharePoint, XML, Mercury Quality Centre, Oracle, MS Access, MS Exchange, Internet Explorer 5

Wilmington DE October 2009 – May 2010 Sr. Business Analyst

Description:
21st Century Insurance offers personal auto Insurance through direct marketing channels like internet, phone and email in most of the states. The project involved developing the existing system that supported Contact Center. The application landscape included:

• Internet - 21stCenturyInsurance .com
• Underwriting and Policy Administration
• Billing - Vista

Responsibilities:

• Conducted controlled brain-storming sessions with project focus groups and authored Business, Functional Requirement and Non Functional specifications based on the business requirement. This was a waterfall based project.
• Maintain documentation, monitor, and resolve billing inquiries, disputes, and connection issues related to billing of insurance plans.
• Integrate minute-to-minute work flow of a multi-site call center with multiple products of business.
• Monitoring and reviewing grants to ensure compliance with policies for expenditures.
• Created screen mock ups based on the requirements put forth by the SMEs.
• Ensured system could route calls to various sites based on real-time indicators.
• Developed the system to generate performance reports of customer service representatives for the purpose of Quality Monitoring provided to customers.
• Performed Gap analysis, JAD sessions, baselined BRD and obtain sign-off from customer
• Prepared Use cases, swim lane diagrams, and business process models using iGrafx flowcharter.
• Guided Development and Testing team on the baseline requirements
• Reviewed system test plan, test cases and test results and effectively managed both Onsite and Offshore Test teams.
• Manage the maintenance request/defect lifecycle with TeamTrack
• Strong experience in data validation and manipulation in SQL server databases using SQL queries.
• Reviewed all reports and tested the data before submitting them.
• Created user-manual and provide end-user training
• Assist in production deployment and post-production warranty support for 2 weeks

Environment: Power Designer, MS Access, MS Excel, Load Runner, Microsoft SQL server 2000, TOAD, Oracle, Team Track, Blueprint, Unix, MS Exchange.

VA April 2008 – September 2009 Sr. Business Analyst

Description:
Freddie Mac is one of America's biggest operators in the home loans market. The project was for their Loan Prospector system that helps an originator in determining a borrower's creditworthiness and the acceptability of the loan application.

Responsibilities:

• Drawing together enhancement requests and changes required as per business specifications for Loan Prospector
• Conducted controlled brain-storming sessions with project focus groups and authored Business, Functional Requirement and Non Functional specifications based on the business requirement.
• Analyzed and initiated enhancements required in the Mortgage sourcing application and Non Performing loans as a part of maintenance for home buyers.
• Researched, analyzed, gathered data, defined and developed requirement specifications for Mortgage Product, Compliance and Regulation Projects and performed testing.
• Did Complete documentation of Loan Mitigation Work Station process and jobs
• Analyzed the credit report for existing and or past repayment on mortgage, installments, revolving, collections, repossessions, foreclosures and bankruptcies
• Analyzed gaps for training purposes between existing application and after integration of the new one.
• Prepares and Managesthe budget for Grants and Contracts
• Worked with technical leads to design and implement the application development environment for MSP projects
• Conducted functional walkthroughs, JAD sessions, User Acceptance Testing (UAT) sessions, and assisted the development of User Guides and Manuals for customers.
• Worked with IT Team for development, testing, implementation and user acceptance
• Organizing weekly Project status meetings with business users and updating project plan and status reports
• Collecting sign offs and approvals from business users and keeping them in MS SharePoint controlled environment.

Environment: MS-Project, MS-Visio, Mortgage Servicing Package (MSP), MS-Office, Oracle, Java, SQL, XML, Crystal Reports

Connecticut January 2007 – March 2008
Sr. Business Analyst

Description:
CIGNA is an employee benefits company that provides health, pharmacy, dental, life, accident and international products and services. With continuously increasing customers they were was finding it difficult to meet customer response timelines. The project involved customization of their newly automated claims processing system and seamless connectivity of all personnel/multi channels involved including: call center, field representatives, office claim reps and agencies. With the website of claims processing, services from submission of claims to queries on claim status could be conducted online.

Roles & Responsibilities:

• Interacted with users (underwriters/claims department) to determine user requirements and goals thus defining key challenges, project scope, requirements and project deliverables.
• Conducted JAD sessions to discuss architectural solution that meets the business requirements, resolve open issues, and change requirements.
• Experienced in interacting with business users to identify their needs, gathering requirements and authoring Business Requirement Documents (BRD), Functional Requirement Document (FRD) and Software Requirement Specification (SRS) across the deliverables of a project
• Created screen mock ups based on the requirements put forth by the SMEs.
• Consider the organizational plans, nature of competition, market environment and other concerning factors while preparing a sound CRM strategy.
• Prepares and Managesthe budget for Grants and Contracts
• Collect data concerning CRM strategies. Compile, analyze, interpret and extract data as per the requirements.
• Interviewed SMEs and IT experts asking detailed questions and carefully recording the requirements in formats that can be reviewed and understood by both business and technical teams across the organization.
• The application was an improvement an existing insurance portal and this was developed using Oracle.
• Defined site architecture and navigation, created wireframes, and writing UI specifications
• Analyzed and designed current business process and proposed solution for business process re-engineering throughout the process mapping lifecycle.
• Segregated requirements into high level and low level Use Cases, UML, Sequence Diagrams, Class Diagrams, and Activity Diagrams using Microsoft Visio.
• Researched, designed, and documented content management procedures for collecting claims
• Gathered business requirements for GUI interfaces to improve productivity and effectiveness. Working closely with both prospective users and test teams to ensure smooth transitioning of the system at the end of the project using HP Quality Center.
• Involved in web applicationusing XMLweb services
• Used Quality Center for organizing and managing all phases of software testing process including planning tests, executing tests, defect tracking and reporting.

Environment: Rational Requisite Pro,HTML, Quality Center, XML, SSL, Microsoft office XP (Project, Visio, Outlook), .Net, Visual Studio, Salesforce.

NYC New York April 2006 – December 2006
Sr. Business Analyst

Description:
This project involved developing customized reporting formats for Calypso and Wall street FX. CALYPSO is a Straight-Through Processing (STP) system for trading broad range of OTC Derivatives and Wall street` FX is a FX trading platform. This project was undertaken to create customized reports for external clients and internal users.

Responsibilities:

• Conducted JAD sessions with FX clients and internal Client Service users.
• Supported business users with customized/automated client reports. Ex. Position Summary, Market Valuations, Greeks, Basel Risk Limits
• Authored guides and analysis/debugging procedures for team along with QA/Development/ Architect Team and ensured that issues are well documented.
• Supervised the development of the application by simultaneously interacting with the clients and the technical team
• Assisted in developing test case objectives for verifying the accurate functioning of the system

Environment: Windows, Oracle 10g, Rational Requisite Pro, Rational Rose, Test Director, MS Project, MS Office, Business Objects, Calypso, Wall street systems

Atlanta GA August 2005 – March 2006 Sr. Business Analyst

Description:
FRED (Financial Reporting Database) is a reporting tool to support the needs of Account Managers (Group Benefits). It provides canned reports for premium and claim details based on the input criteria. FRED aimed at integrating and streamlining the reporting process which was handled previously by manually updated excel spreadsheets

Responsibilities

• Conducted Requirements Analysis by interviewing SMEs to discuss, review and identify current and future requirements.
• Worked closely with Business Users to gather and understand requirements for streamlining the Claims Processing System. Prepared business requirements documents (BRD) and functional requirements (FRD).
• Created screen mock ups based on the requirements put forth by the SMEs.
• Functioned as the primary liaison between the business line, operations, and the technical areas throughout the project cycle.
• Used Traceability Matrix extensively to track dependencies and progress between Business Requirement Document, Use Cases, Interfaces, Software Requirements Specifications and Test Cases in Quality Center
• Conducted Walkthroughs and User Acceptance Tests (UAT) to ensure that needs are met.
• Successfully gathered approval on all projects and uploaded all approved docs in version control of Microsoft SharePoint site.

Environment: RUP, Rational Products, Windows XP platform, Quality Center, Microsoft Office

Mumbai India August 2004 – July 2005
Business Analyst (Joint resource for Life & Property & Casualty)

Description:
The position involved in developing a website based Marketing and Sales Management System for the growing Sales/Marketing team for both Group Life (Employee Benefits, Credit Life, Pensions, Workplace Solutions) and Group P & C (Fire, Marine, Health, Travel, Liability) business lines.

Responsibilities:

• Worked with Project Manager to create project schedule and tracked project status throughout implementation.
• Created screen mock ups based on the requirements put forth by the SMEs.
• Corresponded with customers to offer insurance deals on their requirements, the insured property in order to improve property insurance coverage.
• Interacted with user groups (Life and P & C Sales and Marketing teams) to identify, assess requirements and goals thus defining key challenges, project scope, requirements and project deliverables.
• Performed Gap Analysis based on AS-IS and To-BE documentation and prepared Business Requirement Document (BRD).
• Analyzed gaps for training purposes between existing application and after integration of the new one.
• Conducted User Acceptance Tests (UAT) to ensure that needs are met.

Environment: Java, Windows 2000 Server, MS Visio, MS Project, Oracle, UNIX, HTML