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Financial Business Analyst Resume

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Jersey City, NJ

SUMMARY

  • Quality - focused, detail-oriented analyst, developer and liaison with 9 years of overall experience, demonstrating track record of providing solutions for high-priority business goals and strategic senior management decisions.
  • Skilled troubleshooter and problem-solver, with ability to translate business intelligence and performance management requirements into manageable data formats. Contribute within projects at all lifecycle phases to meet strict deadlines.
  • Expertise in Tableau Sever, OBIEE and Cognos applications.
  • Owned and documented project artifacts (e.g. Business Requirements Documents (BRD), Functional Requirement Specifications (FRS), Software Requirement Specifications (SRS), Tech Spec. etc.) capturing viewpoints of stakeholders and transforming business requirements into technical specifications.
  • Expertise in Business Modeling using MS Visio, Enterprise Architect, Rational Rose and proficient in creating Wireframes/ Mock-up Screens for designing prototypes.
  • Experience with BABOK Techniques; Business Process Modeling, Use Case Development, Wire framing and Rapid Prototyping to help the business in designing their software models.
  • Extensive experience in UML diagrams like Activity Diagrams, Sequence Diagrams, Use Case Diagrams, Process Work Flow Diagrams, Interaction Diagrams and Class Diagrams.
  • Working knowledge of Amazon Web Services (AWS) and Cloud Data Management.
  • Familiar with Data warehouse concepts and tools.
  • Developed Test Cases & Test Plans using HP ALM & Clear Quest. Conducted testing along with the Quality Assurance team and conducted UA Testing.
  • Expertise in generating DDL, DML and DRL queries in SQL to retrieve, insert and modify data from target database.
  • Experience in designing schemas, creating databases and executing queries using SQL.
  • Experience in providing ER diagrams (conceptual, logical and physical) and implementing Data Mapping targeting the source and destination.
  • Involvement in Data Dimensional Modelling, Data Extraction Transformation Loading (ETL) using Informatica and Business Intelligence Reporting using Tableau.
  • Treasury, Federal Reserve, OCC, SEC, CFTC, FDIC, FHFA, NCUA and the Bureau of Consumer Financial Protection ("Bureau"), FATCA, SEPA.
  • Banking (AML/KYC), FINRA & SEC Regulations, CCAR stress testing and regulatory reporting, BASEL 1, 2 and 3, BASEL Accord, Market Data & Market Pricing Factsheet & Bloomberg.

TECHNICAL SKILLS

Processes: Waterfall, Rational Unified Process (RUP), Agile, SWOT, Change Management

Modeling & Designing Tools: MS Visio, UML, Rational Rose Magic Draw

Application Packages: BALSAMIC, Visual Source Safe for Documentation Control, MS Visio, CVS, Clear Case and Share point (Document Repository)

Defect Tracking Tools: Rational ClearQuest, BugZilla

Version Control Tools: Rational ClearCase

Operating Systems: Windows XP/Net/2000/2003, UNIX, MS DOS, Bankware

Languages: ASP.NET, SQL, PL/SQL, XML, HTML, CSS, C++

Testing Tools: Test Director, Quality Center 9.0/8.2, Win Runner

Web Development: XML, HTML, JavaScript, Drupal, Ektron

Financial Tools: Hyperion Essbase, SAS Enterprise Miner, Bloomberg Terminal, SAP

Reporting and Analytics Tools: Tableau, OBIEE, IBM Cognos, Crystal Reports, JIRA and Rally

Statistical Tools: SAS, SPSS, R-Programming

Other Tools: Advance MS Excel (Pivots, VLOOKUP, VBA and Macros), MS PowerPoint, Tableau, HP ALM

MS Suite: MS-Office, MS-Excel, MS-Visio, MS-Access, MS Outlook, MS Power-point, MS- Project, Magic Draw

Project Management: MS Project, MS Office Suite, MS SharePoint

PROFESSIONAL EXPERIENCE

Financial Business Analyst

Confidential, Jersey City, NJ

Responsibilities:

  • Great experience with Confidential as Financial Business analyst in Financial Risk management (FRM) Domain.
  • Performed Requirements Analysis for CCAR(Comprehensive Capital Analysis and Review) in terms of capital adequacy, Capital ratios, Equity/Liabilities, Loan Loss, Investment Loss, Load to Value ratios(Under the Dodd- Frank Act Stress Test) for cross-functional project of TD Bank ( Confidential Sister-concern)
  • Implemented Financial Risk Management project of Equity Swap, Vanilla Swap and OTC/Derivatives Products with Counter Party Deutsche Bank.
  • Comfortable with communicating with Directors, VP, PMO and providing Presentations/ Walk through on Risk Management Business Requirements / User Stories.
  • Good Knowledge on Risk Measures such as Beta (Stock Variance), Delta (Volatility Measure) for Options/Derivatives.
  • Great Experience in dealing with Business aspects of Hedging Techniques, Market Risk, Credit Risk, Counter-Party Risk for Index Funds, Exchange Traded Funds, Interest Rate Swaps and Financial Risk Management.
  • Facilitating the meetings with Business Users/ Portfolio Managers/Risk Analyst and Development team to conduct thorough financial Requirements Analysis, Data analysis, produce User Stories, Gap analysis for Enterprise Data Warehouse.
  • Documented Financial Data Requirements with regards to Equity Trades, Fixed Income Securities and Equity Swaps to bring the data into Data Warehouse and Business Intelligence Applications.
  • Providing the presentations to Fund Managers on Data mapping of Cash flow files, LIBOR (London Inter-bank Offer Rate), Interest Cash Flow, Ticker Symbols, CUSIP, OCC, Settlement of the Contracts and Margin Requirements.
  • Conducted Data mapping in MS Excel for data flow from Source to Target, Impact analysis on Target databases.
  • Liaising with Business User, Developers and Testers to ensure data requirements are met in the mapping, data loading and walking them through ETL Transformation Business Logic.
  • Created and maintained Narrative Use Cases (Business Use Cases, System Use Cases) and modeled Use Case Diagrams, Activity Diagrams, Data Flow Diagrams using MS Visio.
  • Hands on Knowledge on Informatica Power Center 9.1 Designer client tools like Source Analyzer, Target Designer, Mapping Designer, and Work Flow Manager.
  • Performed extensive GAP analysis in the project as there were numerous 'As-Is' and 'To-Be' conditions.
  • Involved in creating database objects like tables, views, procedures, triggers, and functions using T-SQL to provide definition, structure and to maintain data efficiently.
  • Building, publishing customized interactive reports and dashboards, report scheduling using Tableau server.
  • Created action filters, parameters and calculated sets for preparing dashboards and worksheets in Tableau.
  • Restricted data for particular users using Row level security and User filters.
  • Developed Tableau visualizations and dashboards using Tableau Desktop.
  • Developed Tableau workbooks from multiple data sources using Data Blending.
  • Provided 24/7-production support for Tableau users.
  • Extensively used SQL in Oracle Toad to join the tables, to fetch data and for Data profiling/Data Mining for Business Intelligence / Portfolio Managers.
  • Involved in Unit and Integrating testing of Informatica Sessions, Batches and the Target Data.
  • Analyzed Third Party Vendors Trade, Cash Flow and Interest Rate Agreement Files in format of XML/XSLT coming as Source to Confidential Platform via SFTPprotocol.
  • Performed reporting on Business Objects 4.0 to run the reports and perform data analytics.

Environment: Clarity Project Management, Remedy, Informatica Power Center 9.1, Business Objects 4.0, Oracle 11g, Oracle Toad, Pl/SQL, MS Visio, Excel, Word, Power-Point, Agile/Waterfall.

Business Analyst

Confidential, Charlotte, NC

Responsibilities:

  • Chaired Requirement Gathering Sessions (RGS), Joint Application Development (JAD) sessions and Joint Application Requirement (JAR) sessions.
  • Gathered business and system requirements for developing application on handling Confidential 's debit card reconciliation.
  • Conducted Gap Analysis and created an AS-IS workflow to better understand the mechanics of the existing system.
  • Generated reports as per Adhoc request from the client through Data extraction, Data mapping, Transformation, and loading through by using Informatica Tool.
  • Worked closely with Client Services/Finance/Fraud & Risk team to gather requirements for designing the Data Warehouse model
  • Created and deployed SSIS packages using various transformations such as Slowly Changing Dimension, Multicast, Merge Join, Lookup, Fuzzy Lookup, Conditional Split, Aggregate, Derived Column, and Data Conversion Transformations.
  • Fine \tuned SQL Queries for maximum efficiency and performance.
  • Designed and implemented data warehouse architecture for corporate circulation datawarehouse. Subsequent data marts, extracts and reports were sourced from the architecture of conformed facts and dimensions
  • Created Drill-down and Sub-Report using SSRS. Monitored the performance of the reports.
  • Generated Dashboards with Quick filters, Parameters and sets to handle views more efficiently.
  • Generated context filters and data source filters while handling huge volume of data.
  • Built dashboards for measures with forecast, trend line and reference lines.
  • Published Workbooks by creating user filters so that only appropriate teams can view it.
  • Delivered Data flow diagrams, Database normalization theory techniques.
  • Coordinated with QA team for Test Planning and Design & creation of traceability matrix for ensuring the consistency of test cases with the business requirements.
  • Worked with Solution Architect team for establishing batch framework and scheduling.
  • Delivered High-Level and Low Level Requirements Documents, Functional specification Documents and Test Plans.
  • Maintained version control for documents through SharePoint.
  • Prepared GAP Analysis Document to display current and future business process with MS Visio.
  • Handled SDLC lifecycle of the project in building applications i.e. Plan Driven and Change Driven Methodology including Sprint releases.
  • Developed BRD's for enhancement requests from internal stakeholders.

Environment: Agile, SharePoint, MS Visio, Azure, Informatica, MS Project, Rational CQ.

Business Analyst

Confidential, Charlotte, NC

Responsibilities:

  • Primarily worked as a Business Analyst and Solutions analyst for the Program that included multiple projects for Mantas Defects, Enhancements and Case management and Mantas- interaction with the upstream-downstream applications with a primary responsibility to understanding the AML processes and the workflows.
  • Worked on Mantas UI/UX, Database, Data Modeling, and Data Validations between source and target databases using the Data Validation tool, ETL mappings through Informatica, Excel, SQL and TOAD.
  • Conducted Business requirement meetings with the Product management team and the External Vendor who were responsible for the development effort for this project. Documented business requirements, use cases and user-stories for the projects and fetched approvals from the required personals per the RAM /RACI (Responsibility Assignment Matrix)
  • Conducted design sessions with the internal development team and external vendor to collect the design-related requirements. Documented the Design Document and fetched approvals from the required personals per the RAM/RACI.
  • Worked on the enhancement/redesign of the UI and enhanced UX to suit the needs of Confidential and its Advisors and Representatives. The focus was to improve User Experience of the User Interface thereby capturing all the elements/data that are essential to AML.
  • Identified the data fields required for the alerts created by Mantas for the Scenarios in Mantas and Mantas Case Management. Identified source and target data for the ETL mappings through usage of Informatica for existing data mappings and through SQLServer Management studio and TOAD for Oracle to identify new data.
  • Reviewed and approved the test cases for UAT. Assisted in training the Business Owners on the changes and enhancements.
  • Maintained the Program Statuses, Scope, Deadlines and Deliverables for each of the projects.
  • Conducted weekly meetings and scrums for the projects.
  • Worked with release management team and maintained the schedule for releases for both Agile and Waterfall model that the Program followed for each project.
  • Worked with Oracle support team for the changes required as a part of these projects.

Environment: Agile and Enterprise Unified Process, ETL, SQL, Web Services, MS Project, Windows XP, MS Visio, MS Excel, Share Point, Oracle TOAD, Livelink.

Confidential, Nevada

Business Analyst

Responsibilities:

  • Worked closely with the Business architect, participated in the system design to facilitate the Single Sign-on Online Portal for the state departments of Nevada, starting with the Confidential & Taxation.
  • Participated in the Business Architecture and document the solution, ensuring sign off from the product owners.
  • Was responsible for Functional Specifications Documents (MD 50) and coordinate with the offshore development team to resolve issues and ensure changes are understood in line with the objective.
  • Executed different types of testing such as Functional, Regression, and UAT based on the project requirement.
  • Drafted and reviewed test plan and test strategy report on the project.

Confidential

Business Analyst

Responsibilities:

  • Re-written legacy application to develop the Quicken Health Expenses Tracker by fusing & implementing the data scraping technology for an efficient and cost-effective version to the clientele.
  • Acted as the primary resource interface and led the go live activities, providing an error free transition and resolution of issues, simultaneously managing Associate Business Analysts. Offshore
  • Reviewed the schedules of project iterations and review the UI deliverables while supporting the testing and development teams with change requests.
  • Participated in Gap analysis to derive at conclusion on the change impact and reusability of the already available code.
  • Design and develop formal test scripts and demonstrate the business condition under expected results

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