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Sr. Financial Business Analyst Resume

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Sfo, CA

SUMMARY

  • Having 9+ years of experience as a Business Analyst with solid understanding of capturing Business Requirements, Business Process flow, Business Process Modeling, Data Analysis, SWOT analysis, and Business Analysis.
  • Extensive experience in conducting Feasibility Studies, Data Analyses, Data Mapping, Gap Analyses, Risk Identification, Risk Assessment, and Risks Analyses.
  • Experience in facilitating Joint Requirement Planning (JRP) sessions with Business User Groups, conducting Joint
  • Application Development (JAD) sessions with IT Groups and Conflict Management with Project team member
  • Extensive experience in gathering business and application requirements, business processes, identifying risks, impact analysis, UML modeling, Sequence and Activity Diagrams using Rational Rose and Microsoft Visio.
  • Experience in Data Visualization, Data Analysis and Business Intelligence.
  • Comprehensive knowledge of Software Development Life Cycle (SDLC) and various methodologies such as Agile & Waterfall.
  • Adept in performing GAP Analysis to check the compatibility of the prevalent system infrastructure with new business requirements.
  • Demonstrated experience in conducting User Acceptance Testing (UAT)
  • Exceptional in creating screen mock - ups, wire frames, User Interface/Graphic User Interface (UI/GUI), context diagrams, business process flows, and in developing Use Case Diagrams, Behavior Diagrams (Sequence Diagrams and Activity Diagrams) based on the UML Methodology as well as the Entity Relationship Diagrams ERD.
  • Proficient in Requirements Gathering, Surveys/Questionnaire Development, Business Requirement Documents (BRD), Functional Requirement Specifications/Documents (FRS/FRD) MS Access Database Developer.
  • Developed efficient business relationships with various client teams in order to process and support requirements, develop tactical and strategic plans to implement technology solutions, and effectively managed client expectations.
  • Experience in working in close proximity with Business users, project stakeholders, Subject Matter Experts (SMEs) and staff to understand high level business requirements and minute level specifications for new applications, and to modify existing applications.
  • Proficient with MS Project to manage schedules, deadlines, and resources. Worked with defect tracking tools like JIRA, and Quality Center.
  • Handling Change Management by conducting Impact Analysis, facilitating Change Control Board (CCB) Meetings.
  • Team player and self-starter with excellent communication, coordination, documentation, project planning, and interpersonal skills.
  • Strong experience with QA team in developing Test Scripts, Test Cases and Test Plan for User Acceptance testing.
  • Expert at prioritizing tasks and managing multiple projects simultaneously.

TECHNICAL SKILLS

  • Agile- Scrum
  • Waterfall
  • MS Office
  • MS Visio
  • MS Project
  • UML - Screen mock-ups wire frames
  • User Interface/Graphic User Interface (UI/GUI) context diagrams business process flows and in developing Use Case Diagrams
  • Behavior Diagrams (Sequence Diagrams and Activity Diagrams)
  • MS Excel (VLOOKUP
  • Report and Dash Boards
  • Pivot Tables)
  • Central (Rally) & Jira
  • Data Management & Data Migration
  • Testing & Wire framing

PROFESSIONAL EXPERIENCE

Sr. Financial Business Analyst

Confidential, SFO, CA

Responsibilities:

  • Worked as a Business Analyst and responsible for Identifying the project scope by discussing with Business stakeholders and finalize the scope of Forms to move to new document management system.
  • Managed budgeting and resource planning on over 20 projects across several business lines.
  • Implemented detailed Excel and Access control reports to track and verify actual time resources booked against projects were aligned with forecast, increasing the accuracy of reporting by 50%.
  • Worked on migrating the bank's Profitability Reporting Facility system to Hyperion Essbase and Business Objects data warehouse platform.
  • Developed and communicated new operating model for data warehouse reporting and instances of change to lines of business to support month-end close process.
  • Provided training to users on Business Objects and Hyperion Essbase and supported UAT testing.
  • Prepared sales and financial reports for senior management team.
  • Developed and presented high level financial reporting models to department VPs.
  • Assisted in development and presentation of QBR's.
  • Developed forecasting/budget models for various business groups.
  • Monitored and reported key parameters including pricing, attrition and forecasting
  • Designed predictive models to forecast pricing and usage volumes using R and SQL
  • Built, automated and executed reporting processes using MS SQL Server and Python
  • Assisted in expanding business in two new states with four new service offerings
  • Conducted feasibility analysis of project NPV, demographic dynamics data
  • Followed Agile Methodology in Guidewire implementation, elicited requirements and detailed them in User Stories in Rally.
  • Captured requirements for forms on roll on/roll off basis and content basis.
  • Provided estimates for Design, table updates and migration and preparing form version calendar.
  • Updated host tables to add new forms or updating existing forms, expiring existing forms and to change the form derivation conditions.
  • Captured requirements conducting interviews, document analysis, requirements workshops, business process descriptions and workflow analysis.
  • Identified and develops requirements for Guidewire Policy Center User interfaces.
  • Analyzed requirements to make sure that they are feasible realizable on Guidewire Policy Center
  • Effectively collaborated with the Billing center team to make sure that requirements written on both sides ensured a seamless operation of Guidewire Policy center and Billing center.
  • Performed Business Process mapping for new requirements around Guidewire policy generation, billing and claims suite.
  • Experience with Guide wire, GOSU implementation for development and in gathering the business requirements using Guidewire.
  • Created Mockups and added them into user stories along with business acceptance parameters.
  • Performed organizational impact analysis in the process of gathering requirements.
  • Developed business relationships and integrate project activities with project team members, primarily QA and Software Developers, to ensure successful implementation and support of projects.
  • Created Test plans and cases for ClaimCenter at sprint level and E2E flow as per the Business Requirements and is successfully went Live on legacy systems.
  • Coordinated testing and maintained the issue log to be submitted to the vendor for issue resolution.
  • Demonstrated user scores on the various functionalities and presented the same to the large audience for approval.
  • Prepared the RFC (request for change) and created the deployment checklist to ensure the smooth production release.
  • Managed development team through the project System Development Life Cycle (SDLC) while keeping project timeline in MS Project and using agile project management methods.
  • Planned and executed a workgroup examining templates and methodology standards, leveraging experience to recommend best practices on improving IT templates, processes and methodology.
  • Interacted with cross-functional teams to ensure both technical and financial targets were reached.
  • Facilitated weekly meetings with the review teams to continuously improve the Quality Assurance (QA) process for the application development.
  • Collaborated with the QA Group to ensure testing of application both before and after completion, maintained quality procedures, conducted UAT Testing, and ensured that the documentation is in place.
  • Conducted project kickoff meetings and Solution meetings with team members to explain roles responsibilities, relationships with other groups, deliverables, timelines, assignments and status reporting.
  • Assisted the product owner in prioritizing and estimating Product Backlog Items (PBIs) usually in the form of User Stories to pick Sprint tasks by incorporating suggestions from cross-functional IT teams.
  • Facilitated and time-boxed Scrum ceremonies (Sprint Planning Meeting, Daily Scrum Meeting, Sprint Review Meeting, Sprint Retrospective Meeting and Backlog Refinement Meeting).
  • Helped negotiating commitments and assured parallel understanding of requirements and deliverables amongst all stakeholders in Sprint Planning Meetings.
  • Created User Stories and led the Planning Poker game to estimate them in Sprint Planning and Backlog Grooming meetings. Also, helped PO to prioritize user stories based on business value.
  • Prepared graphical depictions of Use Cases, Use Case Diagrams, State Diagrams, Activity Diagrams, Sequence Diagrams, Component Based Diagrams, and Collateral Diagrams and creation of technical design (UI screen) using Microsoft Visio.
  • Prepared Test Reports and submitted the Bug Findings to the Bug Tracking system using Quality Centre and its modules (Requirements, Test Plan, Test lab and Defects).
  • Used JIRA for task allocation, user story writing, backlog management, issue tracking, and forward and backward requirement traceability.
  • Worked on production and pre-production defects analysis and fixed with testing and development teams.

Health Care Business Analyst

Confidential, Chicago, IL

Responsibilities:

  • Prepared Business Requirements Documents, Functional Requirement Documents.
  • Worked extensively with developing business rules engine enabling the business rules such as referral, prior authorization, eligibility, claims processing and billing essential.
  • Utilized Agile Software Methodology using Scrum framework. Actively participated in creating the user stories and prioritizing user stories along with tracking of burn up, burn down charts to estimate sprint delivery
  • Performed GAP analysis by performing the system analysis between the scheduling systems and documented the gap items.
  • Conducted JAD sessions, meetings, workshops to gather requirements from various stakeholders and SMEs.
  • Facilitated all Aspects of scrum framework, including product backlog, release backlog, sprint planning session, daily scrum meeting, sprint reviews and sprint retrospectives
  • Created data mappings to transform the data according to business rules.
  • Developed Test Cases for unit testing, prepared spreadsheet for testing criteria, including regression, positive and negative testing, process flow testing and screenshot for test results to complete expected and actual results.
  • Prepared various diagrams by using MS Visio.
  • Prepared documents for the wireframe and prepared a data dictionary for the same.
  • Managed testing for various functionalities using Quality Center tools.
  • Worked closely with QA and Developers to clarify/understand functionality, resolve issues and provided feedback to nail down the bugs.
  • Maintained a close and strong working relationship with teammates and management staff to achieve an expected QA result for the project team.
  • Conducted project related Presentations periodically to the management and end users during various phases of Software Development Life Cycle SDLC
  • Actively involved in brainstorming and JAD session with the client in order to identify all thebusinessrequirements for P&C project development.
  • Successfully performed Requirements Gathering and Analysis, interviewed the SME (Subject Matter Experts), both personal and commercial, and ensured that contributors and all key stakeholders were motivated to complete assigned tasks.
  • Effectively managed all the project lifecycle using RUP. Created the rules engine and the laid down the guideline for the smooth flow of the different project elements in P&C domain. The project involved parallel design, development, test case development and testing.
  • Ensure timely and quality deliveries. Track and report project data/milestones. Additionally, work as a control owner for different Risk(s) Test Evidences and install processes under SOX compliance for MetLife Auto and Boat policy administration system (PAS) team.
  • Worked closely with the Enterprise Data Warehouse team and Business Intelligence Architecture team to understand repository objects that support the business requirement and process.
  • Create Functional Requirement Documents (FRD) along with helping on Technical Specification Document (TSD).
  • Managed the Requirements (Businessas well as System requirements), performed requirements analysis along with the creation of Use Case Scenarios. Modeling of thebusinessand application using Rational Unified Processing (RUP) and Unified Modeling Language (UML).
  • Analyzed the flow of data into downstream data warehouse, which fed to data marts and end systems that support analytical and operational reporting.
  • Primarily responsible for Documentation in each phase of RUP Methodology, Risk Assessment, and Validation & Verification process for capital asset andbusinessowner insurance - commercial lines.
  • Worked with the Project Manager on various Project Management activities like keeping track of Commercial line modules, Project Status, Deadlines, Environment Request, and Compliance Issues.
  • Performed Defect Tracking and Change Control Procedures using Rational Clear Quest and Configuration Management and Version Control using Rational Clear Case.

Environment: Rust, Agile-Scrum, IP protocols, Framing, VoIP, SIP, MS Office, MS Visio, MS Project, JIRA, UML, ShareTesting, SQL.

Business Analyst (Retail)

Confidential, Dallas, TX

Responsibilities:

  • Executed ad hoc reporting requirements for executive management team
  • Performed simple SQL queries, created tables, and generated reports in BO.
  • Gathered Business Requirements by conducting detailed interviews with business users, stakeholders, and SMEs.
  • Performed required data analysis, interpretation, correction and document presentation for various assignments.
  • Collaborated on a regular basis with the PM and development team during various stages of each project.
  • Managed Schedules and collaborated with different teams working on each project.
  • Prepared project progress reports and status reports and submitted to the management team on an ongoing basis.
  • Provided BI Analysis for the marketing team to review impact on key metrics in relation to program.
  • Conducted JAD sessions to identify business processes and understand Data owners.
  • Performed Gap analysis to identify gaps between current process flow and new process to ensure data and results stay true after integration.
  • Analyzed implementation impacts and risks and communicated with each process and data owner to ensure seamless integration.
  • Performed Data analysis to ensure Data integrity in new system.
  • Assisted with production support and configuration activities of global financial reports and query inventories.
  • Ensured Cloud security requirements are met prior to each implementation.
  • Assisted with Data mapping and identified critical data points with Identity Access Management group.
  • Supported Identity Access Management group in defining process and data flow.
  • Liaison between IT team and IAM group to define User/System lifecycle management processes.
  • Facilitated systems and process documentation, end-user training and support materials.
  • Coordinated and supported PCI compliance for properties upgraded to OPERA.
  • Responsible for weekly progress report and communication with senior executives.
  • Mentor and trained new team members on Marriott’s applications and integration processes.

Environment: MS Office Suite, MS Visio, FOSSE, OPERA, Cloud Hosting, Oracle, Avatier Identity Management System.

Business System Analyst

Confidential

Responsibilities:

  • Defined and documented deployment requirements, processes, metrics and standards.
  • Coordinated and worked closely with development teams for integration of the POS (Point of Sale), BOS (Back Office Systems), and Cashless systems.
  • Identified deployment related dependencies and planning considerations by coordinating with various software release teams.
  • Acted as a liaison between business and field partners to facilitate and streamline software deployment successfully.
  • Tracked deployment progress, and reporting by creating metrics and providing status updates.
  • Presented Change Requests to the USOCM change board in order to track deployments and provide visibility to all US-IT teams.
  • Managed changes to internal tools used to track deployment progress, including scheduling Access database and SharePoint in a rapidly changing and fast-paced environment.
  • Performed complex financial analysis, monitored and analysed market and customer trends, and identified potential business growth opportunities.
  • Worked on the development of new reporting templates, researched investment opportunities, and presented ideas to managers and executives in order to increase revenue and reduce costs.
  • Implemented new business analysis system, significantly improved business and financial operations effectiveness, and collected qualitative data from bankers and other finance professionals.
  • Conducted detailed reports, trained and coordinated new personnel, and attended monthly meetings with the Board of Directors.
  • Recognized by executives for constantly performing great work.
  • Created key process improvement documents such as TDS Deployment Process flow documents and TDS Deployment Register.
  • Communicated effectively for building strong relationships with internal partner teams including Development, RSM, and USORT as well as external partners such as Xerox, and ISP Inc.
  • Worked closely with the Support teams to provide deployment related analysis and used ClearQuest to create tickets for post deployment remediation under the No Store Left Behind phase.
  • Effectively managed competing deployment priorities while accommodating one-off requests from other teams.

Environment: MS Office Suite, MS Visio, ClearQuest, SharePoint, SQL Server Management Studio.

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