SUMMARY

• Over 10+ years of IT experience as Scrum Master/Senior Business Analyst/ Business System Analyst in leading sectors like financial services, Banking, Investment Management, Asset Management, Wealth Management & Retirement services domain.
• Possess strong experience in capturing/analyzing requirements related to the Trade Order management System, Portfolio Accounting System, business processes re - engineering, Object-Oriented Design/ Modeling, Service Oriented Architecture, New Development and enhancement of existing application, Legacy platform Conversion, Trading desk functionality Enhancement, Regulatory Reporting and Project Management.
• Exceptional skill set mixtures which includes Business Analysis, Data Analysis, Project artifacts creation skills like Business Requirement Document (BRD), Functional Requirement Documents (FRD),Requirement Traceability Matrix (RTM), User Stories (Define, Grooming ceremonies, prioritization, acceptance criteria, ready to work on, POC acceptance), Planning artifacts(Sprint and Product Backlog), Data Mapping, UX/UI Design, Report Mock up, Application Wireframe and Testing skills like Manual, Automation QA testing (Application, Report and database),User Acceptance Testing (UAT).
• Worked with Financial regulatory and operational reporting, Financial and Capital Market products, Listed and OTC Derivatives contracts, Currency Forward FX rates and transactions, Eagle Star System, Portfolio Accounting Management including a combination of trading securities such as Fixed Income instruments, various Bonds, Stocks, Mutual Funds, Collateralized Mortgage Obligations(CMO),Collateralized Debt Obligations (CDO), Derivatives products like Swaps, Options, Futures, Forwards FX and other instruments, transfer agency operations and trading life cycle.
• Excellent experience as Scrum Master to work directly with Product Owner and Cross Functional teams to develop a product in timely manner such as lead and facilitate all agile ceremonies which include, creating product backlog, Backlog grooming, Sprint planning, release backlog, issue tracking and escalation as needed.
• Great experience with business process and activity for Fixed income products, Trading Desk, Treasury Product, Legal Compliance and financial regulation, Digital Payment Processing (Zelle), corporate action and firms investment and risk management, Global Client reporting etc.
• Excellent experience in working with Reference Data Management and Handling such as Security, Account, Party reference data, Security and Issuer Rating data and market data from various data providers like Bloomberg, Reuters, Fact Set, Golden Source, Morning Star, RIMES (Index Data), S&P (Ratings and Muni Data), Moody’s, Fitch, Telekurs etc.
• Proficiency for working in traditional Waterfall, Lean Agile (Scrum, Kanban), Change Driven Approach and Hybrid Approach with hand on experience for Software Development Life Cycle (SDLC) methodology transition for any new project initiative or ongoing project work.
• Good understanding with firm’s Corporate Treasury department functions (Treasury Operations or Treasury Activity) around Cash and Liquidity Management, Risk Management (Liquidity Risk, Credit Risk, Market Risk, and Operational Risk) and Corporate Finance.
• Excellent working experience for Requirement capturing/elicitation by using various techniques like Stakeholder Interviews, JAD Session, Group and individual audio and video Meetings, Requirement workshop, User stories creation and refinement session, agile grooming ceremonies, cross functional team working strategy, process flow diagram and another communication channel
• Good Understanding of domain knowledge on various financial ratios to assess firm’s Liquidity, market risk, credit risk, Security Lending (SunGard Loanet, SunGard GlobalOne) and Prime Brokerage business activity.
• In Depth experience of Data Modeling concepts with great working knowledge of Relational and Dimensional data model with conceptual understanding for Star & Snow-Flake Schemas, FACT and Dimensions Tables with Key constraints, Physical and Logical Data Modeling and overall ETL process with the Data flow from source to target and various transformation processes.
• Excellent oral and written communication skill with the great combination of other must have skill set includes business analysis, data analysis, cross-functional team working irrespective of any geographic location constraint, organizational, multi-tasking, Root-cause analysis, problem-solving, interpersonal, relationship building, and management skills.
• Well verse in creating various UML diagrams like Use case diagram, Activity Diagram, Sequence Diagram, Wireframes, prototypes and Screen Mockups.
• Good understanding onCharlesRiver IBOR system utilization by traders and portfolio managers to get insight on position and cash view.
• Ability to work with cross- functional teams with irrespective of their geographic location to meet project task deadlines on time and ensure to achieve specific project milestone.
• In depth understanding with process of Data Analysis, Data extraction, Transformation and Loading for incoming data from different data source system into Target Data system
• Experience with intermediate level of SQL query analyzing for data analysis, data profiling, and data extraction and validation purpose.
• Ability to design and implement highly effective online marketing programs, outstanding project, excellent ability to identify strategic opportunities and solutions, proactively manage a complex budget, with quarterly roll-ups to ensure spending matches to budget.

TECHNICAL SKILLS

• Software Development Life Cycle(SDLC)
• Agile(Scrum
• Kanban hybrid)
• Change Driven Approach
• Waterfall
• Unified Modeling Language(UML)
• Joint Application Development(JAD) Sessions
• Business Analysis
• Data Analysis
• CRM
• GAP Analysis
• BPM
• Source to target end to end mapping
• Change management
• Treasury Management (Treasury Operations or Treasury Activity)
• Risk Management
• Liquidity
• Market risk
• Credit risk
• Trading Life Cycle
• Order Management System (OMS)
• Data Migration
• Data structure analysis and mastering
• Data extraction
• Data mapping
• Data manipulation
• Data validation
• Dimensional Modeling relational database
• Interpersonal and organizational Skill
• Cross-functional team working
• Coordinating meetings with off-shore and on-site Module
• Business Tools like Charles River Investment System
• IBOR
• Murex
• Trade Order Management System (OMS)
• HIQ
• M2
• Transaction Tools
• SunGard Loanet
• SunGard GlobalOne
• BI and Reporting tools like SAP Business Objects XI Infoview
• Micro strategy
• SSRS
• Qliksense
• QlikView
• Salesforce.com ETL tool like Informatica Power center 9.0
• Abinitio
• SSIS CRM system like Sales page Financial CRM
• Satuit CRM System V12.1
• Salesforce.com(SFDC)
• Project management tool like CA Rally
• AWS
• Jenkins
• Git/Github
• MS Office Suits
• HP ALM
• QTP
• Selenium and other tools like Data Modeling tools like MS Visio and Erwin
• Prototyping and wireframe tools for UI/ UX design and screen Mock up
• CA Workload Automation
• BMC Remedy mid-tier 7.5
• Content management system(CMS)
• SharePoint 2010 and Database tools and techniques like SQL
• PL/SQL
• Apex
• Visual Force
• JavaScript
• Json
• XML
• REST Webservices
• Data Visualization tool like DB Visualizer and Database like SQL Server
• Oracle 10g
• DB2
• MS access.

PROFESSIONAL EXPERIENCE

Confidential, Owings Mill, MD

Sr. Business Analyst/Agile BA/ Scrum Master

Responsibilities:

• Responsible for creation of project artifacts as functional requirement document, RTM and user stories.
• Manage overall Project Management related activity with Gathering requirements from technical and non-technical users and documented them as per client defined format with necessary level of detail require by development team and testing team to achieve specific project deliverables.
• Lead and facilitated agile ceremonies as a scrum master by frequent communication with product Owner, agile team and other cross functional team to successful development of end product in timely manner.
• Performed GAP Analysis to identify missing data elements for each business contexts before initiating on each report re-platforming effort.
• Responsible to create project status report and milestone progress to update assigned multiple project timeline to the senior management and key stakeholders.
• Identified and Performed Analysis and created functional requirement on Position Data, Trade Data, Order Data, Reference data, Security Master Data, and Market Data needed for various post-trade alerts for asset classes including Fixed Income, Interest Rate SWAP, Credit Default SWAP, FX Spot, FX Forward, FX SWAP etc.
• Created data mapping document which contain source to target mapping with other intermediate system connections to load data for ADM with Data Validation before and after Loading.
• Performed analysis of Various operational (Transaction and Holdings) and regulatory (EMIR, MiFID) requirements and User Requirements:assignedpriorities andtranslated the requirements to Functional Specifications, worked on reports like Over the Counter (OTC) Derivatives and Listed Derivatives, Exchange Traded Derivatives (ETD), Open Forward FX Transaction, Corporate actions, Account Trading Activity, Fixed income Securities, Non-Income Producing Securities and derivative transactions.
• Responsible to analysis for various vendor market data feeds in order to load them appropriately to available for down stream systems.
• Worked with portfolio managers and trading teamfor any discrepancy faced on data validation for generated report with their IBOR position view.
• Worked on trading process, trade spoofing, trade surveillance, Market Manipulation Surveillance, through continuous interaction with Trading desk, Front office, Middle Office and Back office operation related to Financial Instrument Trading across different Asset classes.
• Gathered requirement for various business units by understanding their Day to day business processes and reporting needs to create report specification and functional requirement for them. Interacted business units are like Treasury management team (Treasury Operations & Treasury Activity), Portfolio and Wealth Management team, Fixed Income team, Legal Compliance Team, OFSS team, Trade Surveillance Team, Security Lending Service team, Financial Reporting Team, Investment and Client Reporting Team, Pricing and Performance team, Risk management and Liquidation Team, Accounting and Payroll team, Broker Commission team and Corporate Action Team.
• Responsible to Analyze complex Sybase Store Procedure for legacy report to extract and document Business rule and Business logic and also responsible to validate them with business users to implement correctly for reporting platform project for each assigned report.
• Performed analysis and capture requirement on Business Process Flow for Current Flow and Future Flow to document requirement for changing needs for different business Units as a part of Business Process Re-engineering Effort.
• Responsible to gather requirement to analyze various Liquidity requirement for risk Management and Liquidation team to access various financial ratios, Market risk, credit risk and other metrics needed firm wide.
• Excellent experience for working with cross-functional team during product backlog grooming sessions to refine project high level requirements, roll outs process with deliverables and prioritization of each of them to achieve continuous project development with require MBI achievements.
• Worked as Scrum Master to bring Continuous involvement and Interaction with agile project team members via agile ceremonies and extensively worked with cross functional agile team during Sprint Planning, Sprint Reviews, Sprint Retrospectives, and Daily scrum meeting with status updates for each assign task.
• Performed gap analysis on source system data to understand data flow from source to target system.
• Responsible to perform data analysis on source and target system data set to understand re-usability and complexity of multiple business logic across different report to use standardize logic at new BI platform.
• Proficiently helped development teams to break down large user stories for execution with responsible to make sure user story has enough require detail to be marked as done and ready to work on by other team members.
• Performed analysis on legacy document and created specification document with require current state and future state screen mock up for intended solution.

Confidential, Philadelphia, PA

Sr. Business Analyst/Agile BA/Scrum Master

Responsibilities:

• Conducted market research and analysis in Capital Markets consisting of Stock Market and Bond Market
• Researched, analyzed, gathered data defined and developed requirement specifications for investment Product, Compliance and Regulation Projects and performed testing.
• Was involved in Management consulting, intra-day reporting, architecture, business analysis and application development for real-time to end of day reporting for hedge funds and prime brokers.Extensively interviewed traders and front office support to understand the trade booking of equity, derivative contacts for OTC and Listed.
• Identified, researched, investigated, analyzed, defined and documented business processes for Equities, Fixed Income, Bonds, and OTC Derivatives Products and Listed Derivatives Products, Currency Forward FX.
• Worked with risk management team to perform financial ratio analysis like Current ratio, Quick ratio, Debt to Equity ratio and Debt to Assets ratio to check firm’s Liquidity.
• Responsible to create project Charter and maintain resource and Budgeting for particular project with updating baseline for project using MS Project to by weekly status reporting to the Key Stakeholders
• Implemented enhancement for LFG website external interface for customers by adding multiple feature in iterative agile process by performing requirement gathering, Creating Requirement document in form of Agile User stories and cross team communication.
• Responsible to capture requirement for business process flow with current state Flow and future state flow diagram with system interface design document as per require for specific business unit.
• Worked as interim scrum master to facilitate agile ceremonies like, Sprint planning, sprint retrospective, product backlog grooming, Daily Scrum, cross communication between various team to resolve any open issue for team to achieve specific milestone.
• Extensive experience to communicate with external client to request new additional data elements needed for various business needs/ projects and worked with multiple teams across the organization to successful transmission of data to the client and coordinated with the development team to load them in appropriates database instances.
• Effectively communicated project hurdles to the upper management to achieve Sprint goal and seamless movement of project progress to meet tight deadline and deliver valuable product to the business users.
• Responsible for creating Business Requirement Document (BRD) and Requirement Traceability Matrix (RTM) to bring additional 2500 new data elements with their SOP, Transmission Layouts and FTP server connection detail.
• Extensively worked on creating source to target mapping for the Flat File (Interface file Layouts) to the Operational data store (ODS) and the ODS to the Data Warehouse (DW) and vice versa.
• Communicated with geographic distance business users and BI Development team to gather report requirement for reports like Plan Holding, plan total, holding by region, country sector etc using various requirement gathering techniques.
• Responsible for gathering requirement and document them in a standard format with approval process followed by Client Confidential .
• Performed various Requirement gathering, data analysis and data validation for incoming data elements. Also, extensive involvement for database design changes and data loading from initial data source to final target with intermittent ETL process to load appropriate data loading at the right place for the ODS and the Data Warehouse.
• Closely worked with the business team of End users, customers, project stakeholders, program manager, project sponsors and the technical team of application developers, DBA, data and application architect and ETL developers for various project needs and helped them in require documentation, mapping, and clarification.
• Involved with production support team to resolve an issue related to day to day incoming data loading process and few ongoing data discrepancies.
• Worked with the development team to identify the project issue and escalated the critical issue to the decision-making team to solve the issue on a priority basis.

Confidential, San Antonio, TX

Sr. Business Analyst

Responsibilities:

• Responsible for designing new tables which aligns with existing database for marketing users to make certain new data set available in report format for them.
• Extensively worked with sales and marketing users to handle specific request coming from them and analyze them to build the desired solution.
• Performed requirement gathering for the entity and attributes identification for new database designing effort.
• Created Business requirement document and data definition document for a new database design effort.
• Involved in integration of multiple systems in order to receive the data from different marketing system.
• Created ER diagram using Erwin data modeling tool for a new database marketing views.
• Performed analysis on incoming data from the various sources and which utilize by the marketing team to identify specific information related to the product or service sold by the client Confidential .
• Involved for integration effort for transmitting live data feed into the multiple databases in order to make them available for management reporting.
• Experience in communicating with the development team and off-shore team for project progress and UAT testing effort for the newly implemented feature into the application.
• Involve into daily project progress meeting to assist PMO to updates on specific ongoing task progress status and review for any challenges.
• Coordinate with the various onsite cross functional team and openly communicated with them to make sure deliverables are meet on time.

Confidential, Boston, MA

Business Analyst

Responsibilities:

• Effectively communicate to gather requirements from the business and the technical users to get the desired level of detail for assigned Re engineering effort for portfolio management system for portfolio managers and investment professionals, business Process re-engineering, application enhancement and a new client set up projects.
• Interacted with the business users to get a better understanding of critical business processes and gather business requirements and business process Analysis to understand their need for the system.
• Captured high-level requirements from different functional groups like Liquidity team, Market Risk, Credit Risk, Operations, Financial Reporting and Trade Accounting and Product Control.
• Documented and analyzed structured products and listed options trade booking model with front office.
• Assisted PMO team for daily hurdles and progress regarding project and partially involved as Project Management activities.
• Performed GAP analysis as integration effort for legacy business process conversion project.
• Interacted with Scrum project team members via grooming sessions to discuss project roll out process and deliverables listed for sprint and product backlogs.
• Participated in Sprint Planning, Scrums, Sprint Reviews, Sprint Retrospectives, Creation of Agile User Stories and other agile ceremonies.
• Derived As-Is and To-Be Scenarios and performed Gap Analysis and prepare business process document as per standard documentation process followed by EV.
• Created business process workflow diagram and documented them in detailed as per require.
• Reviewed and execute test cases with detail emphasis on critical business functionality during User acceptance testing and help Senior BA to document them in the desired format.
• Created various user profiles and configured the appropriate access permissions for various application based on the organizational hierarchy requirements.
• Customized application functionality related to sales and marketing users, portfolio managers, Fund accounting users and enabled different layouts suitable for each business users groups based on their job function and access level.
• Performed application support activities to resolve system issue/problems in a timely manner.
• Worked with development group during the technical specifications documentation-answer all questions from the development team relating to the business/functional requirement
• Responsible to review and update project status by conducting meeting with the development team, testing team and business team on an off-shore and on-site basis.

Confidential, Owings Mill, MD

Business Analyst

Responsibilities:

• Responsible for creating the Business/ Functional Requirement Specs, High-Level Design Documents, Detailed Design Documents
• Performed data analysis, data extraction and data migration related task for the particular business unit.
• Created custom fields, Workflows, approval process for Accounts, Contacts, Temporary Contacts, Sales Cycle and Policy in SFDC
• Understanding of business requirement documents and use case diagram of customize SFDC.
• Worked with QA team and UAT users for Preparations of test cases and test execute in various environment with logging detail in Mercury Quality Center (QC).
• Responsible for qualitative Migration of more than 3000 policy holders account for each geographic regions of data verification and validation testing throughout project phases.
• Hand on experience with sales and service cloud functionality implementation to the customized SFDC application.
• Tracking a defect in application and logged them in HP Quality Center (QC) with all detail description
• Responsible for creating various customized Dashboard report for various business and technical users.
• Participated actively in daily project roll out meeting with other project Core business team, IT Local and global team and project rollout team members.
• Performed in requirement analysis, implementation and building of SFDC for particular Operational Entity business requirements.
• Involved in overall project progress meeting with onsite at the client location and remote offshore team irrespective of time zone differences.
• Responsible to create role based and profile-based security level access set up for SFDC CRM application.

Confidential, Oklahoma City, OK

Business analyst

Responsibilities:

• Translates project requirements into project objectives and tasks, managing task assignment to project resources and reporting on and managing project scope throughout the project lifecycle.
• Closely interacted with the Infrastructure team for product evaluations, prototyping, development, and support for reusable components, review on application design and support Integrated Environments, Development and Configuration Management.
• Assisted the PM in setting realistic project expectations and in evaluating the impact of changes in the organization and plans accordingly and conducted the project-related presentations.
• Understanding and analyzing the requirements of Clients to manage Business Process.
• Used Loan IQ to cover the entire Lifecycle of Loan.
• Prepared interview questionnaires for the users and gathered requirements and managed structured requirements.
• AnalyzedUser Requirement Document, Business Requirement Document (BRD), Technical Requirement Specification and Functional Requirement Specification (FRS).
• Performed Functional and GUI testing to ensure that the user acceptance criteria are met.
• Assisted in developing the Test Plan, Test Cases, and Test Scenarios to be used in testing based on business requirements, technical specifications, and product knowledge.
• Identified Use cases from the Functionalrequirements and wrote Use Case Specifications and created business process workflow diagrams (Activity diagrams, Sequence diagrams, Collaboration diagrams) in MS Visio.

Confidential

Business Analyst

Responsibilities:

• Involved in Creation of UML Diagrams including Use Cases Diagrams,Activity Diagrams/Flow Chart Diagrams,Sequence Diagrams etc.
• Analyzed the business and functional requirementsand themaster test plan. CreatedTest Casesforvariousformsof the application manually. Involved inexecutinganddesigning test cases manually. PerformedIntegration,Functionaland Regression Testingof theUAT.
• Extensively usedTest DirectorBug Trackerto keeptrackofbugs. Involved in the submission ofbugs through modificationreports and frequent review ofMRby conducting meetings during thedevelopment phase.