Project Lead/sr Liquidity Reporting Business Analyst Resume
New York, NY
SUMMARY:
- Business Analyst with 12+ years of industry experience in business data modelling, software requirement analysis, process modelling, process flow and quality assurance skills
- Experience in conducting Joint Application Development (JAD) sessions, Joint Requirement Planning (JRP) sessions and Rapid Application Development (RAD) sessions
- Experience in documenting Business Requirement Documents (BRD) by gathering Business Requirements from Subject Matter Experts (SME) and defining business processes, identifying risks, performing Gap Analysis, ROI analysis, SWOT analysis, Cost benefit analysis, Feasibility Analysis, Impact analysis
- Strong knowledge of SDLC/Waterfall and the iterative RUP/AGILE methodologies
- Design and review of various documents including the Software Requirement specifications (SRS), Use Case Specifications, Functional Requirements (FRD), Functional Specifications (FSD), Systems Design Specification (SDS), Requirement Traceability Matrix (RTM) and testing documents
- Proficient in preparing Business & System Use Cases and supporting all the documents with UML Diagrams such as Use Case Diagrams, Class Diagrams, Activity Diagrams, Data Flow Diagrams, Sequence Diagrams, Collaboration Diagram, Process Flows (Business and System) using UML modelling tools such as MS Visio and Rational Rose
- Proficient in project management tool (MS Project) for status reporting & project planning
- Firm grasp with Rational Suite tools to create requirements documents (Requisite Pro), visual data models (Rational Rose), manage and track defects (Quality Center & Clear Quest)
- Experienced in creation of automated & manual test scripts based on business & functional requirements by using tools such as Mercury Test Suite, CAS & TOAD for both SIT & UAT phases.
- Experienced in creating Business Objects universe & involved in designing, developing and testing of adhoc reports using B.O Desktop Intelligence, Web intelligence, Designer & Reporter
TECHNICAL SKILLS:
Documents & Processes: BRD, WBS, FRS, FSD, SRS, RTM, RFP, CR, Use Cases, UML diagrams, SIT & UAT Test plans, Test Cases, Business Process Modelling, Project Planning & tracking
Methodologies: AGILE, RUP, SDLC, OOAD, UML, Business Data Modeling, MISMO ULDD
Application Software: MS Office, Rational Suite, MS Project, Beyond Compare, Edit - Plus, Dream-weaver, CPI Navigator, Data studio, ALM
Process Modelling: MS Visio, Rational Rose & Requisite Pro
Operating Systems: Windows, UNIX (AIX V6, SunOS)Programming Languages: SQL, Java, J2EE, ASP.NET
Mainframe Technologies: COBOL, Mainframe Online (CICS) and Batch (JCL/PROC's) environments, Scheduling Knowledge, Stored procedures
Web Technologies: XML, HTML, XSL
Databases: SQL Server, Oracle 8i/9i/10g, MS Access, DB2
Query Tools: MS SQL, PL SQL, TOAD, Fidelity Lending Portal (Passport)
Testing Tools: Mercury Quality Center, Test Director, Quick Test Pro, Load Runner, CA
Reporting Tools: OBIEE, Business Objects Enterprise (Web Application, Desktop Intelligence, Designer, Reporter), Crystal Reports
PROFESSIONAL EXPERIENCE:
Confidential,New York,NY
Project Lead/Sr Liquidity Reporting Business Analyst
Responsibilities:- Implemented 5G/FR 2052a daily and monthly reports for products such as Unencumbered Assets, Collateral Swaps, Secured Funding (Repos, Reverse Repos, SLB), Customer Shorts, Firm Short, TBA's, Dollar Rolls, Margin Loans, 15C-3 Lockup, Loans and Deposits.
- Responsible for IHC reporting subject to U.S. Basel III, capital planning, Dodd-Frank stress testing, liquidity, risk management requirements for Consolidated, Standalone & US Operations Legal Entities
- Implemented US LCR Monthly Reporting for IHC and CUSO entities for Quarterly public disclosure
- Automated Manual Adjustments related to Accounting & Data Quality Breaks (include analysis of results and controls, adjustment explanations, variance analysis, etc.)
- Delivered projects using Agile methodologies such as 2052a & IHC along with successful implementation of various CR’s & JIRA tickets in Treasury MI and Fed Datamart (FDM) system
- Documented Business Requirements, created UAT Test Plans & Cases, executed test scripts using ALM and wrote various SQL extractor queries for data mining & automated reconciliation purposes.
- Created ETL Classification and Exclusion business rules matrix for all 5G products under various PID’s such as Inflow Assets (I.A), Inflow & Outflow Secured (I.S, O.S) and Inflow & Outflow Other (I.O, O.O)
- Perform data mining and cross-impacted and performed Inbound & Outbound Feeds from TECH & TSY MI Systems against Technical Specification such as Extractors, Processors & Data Loaders
- Ran SQL Queries across Metadata systems such as TECH, TSY MI, FDM, Barometer and Documented field by source data mapping and position file technical specifications which includes, Transformations, Business Logic, Data Definitions, Data-types, Length & Precision, Reference Data and Conversion Logic that helped the development team to build system interfaces.
- Used OBIEE for automation of manual secured funding reports to decrease operational risk
Confidential,New York, NY
Project Lead/Sr. Business Analyst
Responsibilities:- Project Lead/SME involved in building, enhancing and implementing Simulation Engine’ which is liquidity stress test cash flow application for Global Liquidity Reporting System.
- Responsible for managing 4 BA resources and primary point of contact for all US Bank, EMEA and Asia Bank project scorecards and planning phased releases to meet program objective for data automation and functions/reporting.
- Implemented Daily and Monthly S2, S2 by Currency & Local Regulatory regional reports for Global Liquidity & Balance Sheet Oversight, Analytics, and Control (“GLO”) team.
- Reconciled Confidential total balance sheet for Significant Citibank entities (US, Western Europe, Japan, Australia, Hong Kong and Singapore) and for Consolidated Non-Bank (Parent, Consumer, ICG and Broker Dealer) by transaction level between General Ledger and product processor for Secured Financing, Long Term Debt (LTD), Unsecured Financing, Unencumbered Assets, Loans, Deposits and Derivatives products.
- Build and submitted reconciliation reports of Confidential total balance sheet to the Treasurer and Asset and Liability Committee (“ALCO”) for accountability of liquidity management
- Captured business requirements, documented functional specification, wrote use cases, created wireframe diagrams and screen mockups to enhance Simulation engine functionality for users to apply scenario based assumptions (Prepayment and Rollover), maintain scenarios for cash flow execution, provide capability to perform Limit, Filter and Tenor Bucket Maintenance, enter Data Modifications (Adjustments and Projections) and maintain Hierarchies such as Treasury Products, Legal Vehicles/Business Units, Managed Segments, Domicile locations.
- Created project delivery plan and weekly dashboard for Global Treasury for tracking project milestone.
- Created implementation plan, project success criteria, project closure form, project request form, project improvement metrics, training materials and user guide/instruction manuals.
- Created UAT documentation such as test scripts, test cases, performed UAT testing, reported defects and metrics for all on-going projects, implemented change requests (CR’s) and BAU enhancements.
- Created Business objects canned reports such as ALCO MAR/S2/S4 Stress Report, Variance Reports, Confidential Balance Sheet report, S2/S4 Currency report, FCCL Report
Confidential,Iselin, NJ
Project Lead/Sr. Business Analyst
Responsibilities:- Project Lead for implementing a large firm wide initiative Loan Origination System (LOS) that involved more than 130+ people with a project life span of more than 1.5+ yrs.
- SME for Capital Markets and Secondary Marketing investment projects as well as BAU/discretionary initiatives. Current responsibilities include being assigned as an advisory role on all mainstream projects while leading a team of 5 BAS and 8 QAS.
- Supported the implementation of existing BAU LOS products such as Prime (Conventional, Jumbo, FHA, VA, Fixed, ARM, Balloon, IO, PP), Subprime, HELOC and HELOAN that impact all Chase Loan Origination (Retail, Consumer Direct, Correspondent), Underwriting (Zippy), Appraisal (RealEC) and Servicing (RE/MSP) LOB as per JPMC/Agencies Loan Delivery requirements
- Conducted various surveys, stakeholder interviews, JRP, JAD sessions to deliver a project Gap Analysis across various Capital Market business groups such as PMSR Valuations, Captive Re-Insurance, Loan Delivery, Contract Finance, NPC Management & Investor Support Services
- Integrated WAMU loan portfolio into a consolidated JPMC Secondary Marketing position for Capital Markets, including hedging, pooling, delivery, settlement and P/L attribution.
- Analysed and created a System Flow Diagram of the current “AS IS” and the future “TO BE” state of the systems, feeds, applications & user interfaces and created a Work Breakdown Structure (W.B.S) to decompose requirements into work packages.
- Created Functional Requirement (FRD) and Functional Specification (FSD) documents as well as other non-functional design phase artifacts using MS Visio and MS Office
- Created Business Objects Universe & Adhoc reports using Business Objects Desktop Intelligence, Web intelligence, Designer & Reporter
Confidential,Jersey City,NJ
Project Lead/Sr. Business Analyst
Responsibilities:- Created project plans for each on-going project and conducted project planning activities, resource estimation/allocation for onsite and offsite teams and track progress for team members of project through completion using Microsoft Office products and VISIO
- Worked with global team (EMEA, Latin America, Asia) on issues involving information security, compliance and training for both IS and development team personnel. Ran meetings, tracked issues, produced and distributed minutes.
- Involved in defining the whole project life cycle, following both SDLC & RUP methodology.
- Ran facilitation meetings (JAD sessions) between stakeholders and application staff, tracked issues, assigned responsibilities, created and distributed minutes and other established processes to elicit requirements for BRDs and FSDs
Confidential,Iselin, NJ
Sr. Business Analyst (Lead B.A)
Responsibilities:- Captured Business requirements in the Capital Market’s Operational design sessions and interacted with Subject Matter Expert (SME’s) such as Chase Investment & Portfolio Managers, Corporate Accounting & Investor Reporting Managers, Traders, Asset Allocators and Process Analysts.
- Created FSD for Valuations and Forecasting Troubled Debt Restructuring (TDR), SOP 03-3 Automation Credit Impaired & Non Credit Impaired for Chase Heritage Portfolio
- Designed Prototype/mock-up screens using MS VISIO for Cash Flow models that were used to compute and book Net Interest Income (NII) and other accounting specifics models that existed in Excel.
- Created Business & System Use Cases with UML Diagrams such as Use Case Diagrams, Class Diagrams, Activity Diagrams, Data Flow Diagrams, Sequence Diagrams, Collaboration Diagram, Process Flows (Business and System) using UML modelling tools such as MS Visio and Rational Rose to automate the existing manual processes in an IT controlled environment.
- Created Business Objects universe & involved in designing, developing and testing of adhoc reports using B.O Desktop Intelligence, Web intelligence, Designer & Reporter.
- Performed Gap/Impact Analysis for a data conversion project where approximately 60 downstream IT-supported applications using Access Databases where integrated into a single loan servicing platform.
- Provided the channel based production managers with loan level pricing information for Non-Prime loans for transparency. The adhoc/canned reporting tool was built using PL/SQL.
- Created, executed and translated Manual Test Cases and scenarios into Automated Test Scripts in order to validate the functional requirements using Mercury Test Suite, QC (Quality Center), CAS & TOAD
- Coordinated User Acceptance Testing (UAT) including Internal Quality Assurance (IQA), Regression, System, Integration, Functional, Sandbox and Alpha & Beta Testing.
Confidential, Madison, WI
System Engineer/Network Administrator
Responsibilities:- Administer & Setup Directory Services Server, Apache Web Server, IMAP/POP Email Server, FTP services, AFP/NFS/SMB File Sharing Server, Internal DNS server (BIND) on Mac OS X Server.
- Install operating systems and perform routine troubleshooting, maintenance, and setup of computers used by employees of Confidential .