SUMMARY

• Proficient Business/Data Analyst with over 11 years of experience in Information Technology and Financial domain.
• Has strong hands - on experience in software development methodologies such as Agile, Waterfall and Robotic Unified Process (RUP).
• Depth knowledge in financial instruments within investment banking and brokerage environments (Derivatives, Fixed Income, Equity, Capital Markets, Futures, Options, Commodities, Swaps, and AIS (Alternate Investment Services) and various Asset class.
• Alternative Investments for Diversification and Hedging for High-net-worth Individuals on Various Asset class.
• Delivering real-time information with a high degree of accuracy for alternative investment managers to maintain their investment focus while we support fund operations.
• Highly proficient in conducting data gathering and design workshops, data analysis, data profiling, Object oriented design and data modelling, service oriented architecture and Project management.
• Proven ability to work well in team environment as well as valuable individual contributor towards achieving project and company goals.
• Developed schedules and corresponding functional/data requirements for subsequent implementation/execution phase.
• Integrate with Data Governance Metadata, Lineage, Data Quality, Data Provisioning etc. teams to provide guidance on regulatory requirements for CCAR submission.
• Evaluate data gathered from multiple servicing and other source systems reconcile differences, decompose high-level information into details, abstract up from low-level information to understand and distinguish optional user requests from what is required.
• Very good understanding of software delivery lifecycle with focus on requirement management and business analysis, Design, Development and Automation UAT.
• Well versed with regulatory reporting and stress testing (CCAR), Portfolio Management (Credit Risk, Market risk across assets class, Statement Forecasting) and Compliance regulatory.
• Excellent knowledge on Trade Lifecycle: Trade Capture, Trade Execution and Trade Settlement.
• Adept at designing business models using UML diagrams - Use Case, Work Flow diagrams and data flow diagrams.
• Initiates the design and implementation of the operational and technical aspects of the project plans and develops and supports programming requests to meet project goals through discussion with project stakeholders.
• Experience in ETL Processing Data Analysis,Data Profiling,Data Mining,Data Migration,Data Integration, Data Mapping and Configuration Management.

TECHNICAL SKILLS

• MS Office Excel
• Word
• PowerPoint
• Project
• Visio
• Access
• Outlook
• Communicator/Lync
• MS SharePoint 2007
• Lotus Notes
• JIRA
• SQL Server 2005/2000
• Oracle 12C/10g
• HP Quality Center 9.2
• Tableau

PROFESSIONAL EXPERIENCE

Confidential

Sr. Business Analyst/Data Analyst

Responsibilities:

• Requirement elicitation and validation, providing regular status updates to the stakeholders by working closely with key business and technology SMEs to develop an in-depth understanding of the critical CCAR data needs and document them.
• Categorize and prioritize identified data needs and issues.
• Worked closely with each working group to facilitate the collection of the metadata for critical data elements.
• Guide working groups in identification and common definitions of the critical data elements and business rules associated with them.
• Collaborated with regulatory reporting team and Axiom configuration team to confirm manual data input templates which could be consumed by Axiom Controller View.
• Worked closely with data sourcing team to identify data sources and target data, documented and analyzed SQL queries to against databases and upgrading data mapping documents into SharePoint for automation purpose.
• Performed data validation based on data requirements in data souring stage and Regulatory Reporting Data Mart.
• Lead on the data sourcing effort for Retail Schedules pertaining to CCAR and the FRY 14 M reporting to FRB.
• Created and managed the project schedule, monitored the whole team to complete tasks in timely manner.
• Recorded issue and work status to represent to Project Managers.
• Identified and analyzed variances in the Reconciliation input and output form. Traced data work flow in Axiom.
• Work with QA team on test plan reviews and assist in QA testing process with requirements clarifications and questions

Environment: Axiom SL, SQL, Informatica ETL tool, MS Office (Excel, Word, PowerPoint, Project, Visio, Access, Outlook, Communicator/Lync), MS SharePoint 2007, JIRA

Confidential

Business Analyst/ Data Analyst

Responsibilities:

• Determine requirements and create specifications for risk and portfolio construction features and functionalities.
• Project was implemented using the Agile Methodology to produce artifacts in the different phases of the Software Development Life Cycle (SDLC).
• Collect and document feedback from clients directly and indirectly through Fact Set’s client-facing teams.
• Work closely with Portfolio and wealth management product teams (Engineering, QA, and Product Development) and content teams to define and evolve the product roadmap by delivering new content sets/applications and improving existing ones for the Corporates user class.
• Participated meetings with review teams to continually improve the QA process for application developments.
• Created use case scenarios and documents work flow andbusinessprocess with use case diagrams.
• Conducted walkthroughs with the end users and stakeholders to gather the modification requests from the user to upgrade or change thebusinessspecifications for the product and ensured that the developers were updated.
• Employed Microsoft Project to manage schedules, deadlines, and resources and collaborate on the project implementation and management
• Facilitate UAT to ensure all applications were tested for functionality and were adequately accepted by user community.

Environment: Confidential Workstation, SQL Server, SSAS (SQL Server Analysis Services) and SSIS (SQL Server Integration Services). MS Office (Excel, Word, PowerPoint, Project, Visio, Access, Outlook, Communicator/Lync), MS SharePoint 2007, Lotus Notes, JIRA

Confidential

Business Analyst/Data Analyst

Responsibilities:

• Supported documentation of project scope and made project schedule with the Project Manager.
• Communicated with regulatory team to gather business requirement and worksheets.
• Created user stories based on business requirements. Good understanding of stress testing and liquidity coverage ratios.
• Recognize the patterns of data needs across enterprise and determine how to address these requirements using an effective and efficient business data architecture
• Worked on data analysis by identifying source of data and target data for FRY - 14M Schedule A and Schedule B.
• Validated data based on data requirements by running SQL queries and set validation rules.
• Uploaded and maintained the most updated version of Data Mapping into Share Point.
• Confirmed Manual data input templates with Business Users and got sign- off.
• Performed testing phase by providing test cases and identified variances between expecting value and output.
• Liaised between stakeholders and reporting team to identify and confirm issues for submission purposes.

Environment: Axiom SL controller view, SQL Server, MS Office (Excel, Word, PowerPoint, Project, Visio, Access, Outlook, Communicator/Lync), MS SharePoint 2007, JIRA

Confidential

Business Analyst/Data Analyst

Responsibilities:

• Worked on Third party due diligence reports to gain access to information to Hedge-fund and money managers to attract High-wealth clients.
• A raw information into a more helpful context, which generally enhances transparency and understanding around these complex Alternative Investment products.
• Performs portfolio data updates, periodic reviews for missing/incorrect data, and duplication identification.
• Actively contribute on sourcing and company evaluation; conduct financial, business & technical diligence with high levels of precision; and craft first drafts of deal memos.
• Quantitative approaches to discover unique insights that can be used to create exceptional returns.
• Analyze Portfolio management data and prepares reports, dashboards and recommendations for management use
• Develop, analyze, and document business and functional requirements and processes
• Provides logistical support for meetings, drafts minutes, manages action items identified and supports related follow up activities
• Facilitate meetings and keep stakeholder needs and requirements continuously in view
• Develops and maintains training material to support the managers and users of the IT PfM Tool.
• Gather, provide or analyze acquisition and budget artifacts to support the IT PfM team
• Provides graphics and formatting support for all reports, deliverables and presentations
• Data mining & Analysis, Market research, Industry Research, Company Research through secondary data.
• Performed manual front-end testing to check all functionalities of different modules.
• Suggested measures and recommendations to improve the current application performance with the aid of SCR’s (Scope Change Requests).
• Assisted the System Analyst to document all custom and system modification after the SCR’s were satisfactorily solved.

Environment: MS Office (Excel, Word, PowerPoint, Project, Visio, Access, Outlook, Communicator/Lync), MS SharePoint 2007, JIRA, Oracle 12C/10g, HP Quality Center 9.2, Tableau

Confidential

Business Analyst/Onsite coordinator

Responsibilities:

• Created Requirements for financialproductsand functional specs documents that translated business requirements into Technical specification including business and validation logic for ease of understanding to the development team.
• Facilitated Creating project requirements, test plans and test cases in Quality Center.
• Used recognized business analysis methodologies to elicit requirements from business users as the foundation for developing solutions to the organization's business needs.
• Assisted in entering and updating Issues (Epics, Stories, and Tasks) onto JIRA Agile application.
• Identified issues from various aspects including system design, business process, and development specifics.
• Created different Traceability views to maintain the Traceability of the requirements and deliverables.
• Maintained Data Dictionary and assisted the development team in Data Validation and Verification.
• Completed Data Mining and Scrubbing to optimize design efficiency in terms of agility and reusability of customer data.
• Led key analysis and discussion on issues and drove to final resolutions in a timely manner.
• Prepared management report and presentations for directors and senior managers.
• Co-ordination with Off-shore team and did work review.
• Attended project meetings, release meetings, and QA status meetings

Environment: MS Office (Excel, Word, PowerPoint, Project, Visio, Access, Outlook, Communicator/Lync), MS SharePoint 2007, JIRA, Oracle 12C/10g, HP Quality Center 9.2, Tableau

Confidential

Financial Analyst

Responsibilities:

• Involved in developing project reports, investment review, profitability statements, financial projections and project cost estimation.
• Prepare the project summary for venture capital and getting approvals from Government grants, subsidiaries and Banks for business loan.
• Valuation of the net worth of company and projection of cash flow statement of company to get approvals from Banks for project funding.
• Getting approvals from credit score bureau to prove the credit worthiness of our clients and make repayment plan.