EXPERIENCE SUMMARY:

• A result oriented individual with 10+ years of diversified experience in IT Industry as a Business Analyst (BA) / PM / Risk, Data and Test Analyst in Banking, Capital Markets and Healthcare Domain with extensive hands - on knowledge in Regulations and Financial and Risk Analysis. Experience in Systems Development Life Cycle (SDLC) models like Agile/ Scrum, Modified Water Fall, and STLC methodologies. Experience in gathering user requirements, application development, testing and documentation using Rational Team Concert, HP-ALM. Adept in the use of the Artifacts like Current State Analysis (As-is, Future), Gap Analysis, Stakeholder Analysis, BRD, FRD, FSD and Use Cases.
• Excellent project planning, design, and management skills with the ability to multi-task, prioritize areas to work within the time constraints (while paying attention to details). A creative and professionally aggressive person capable of forming and maintaining positive and productive team environments with integrative thinking skills.
• Experience as PM for the solution delivery team by unifying client’s technical requirements with development to ensure proper implementation of business rules for a seamless project rollout. Well versed in all the facets of Project Management, from Project Initiation to successful Closure.
• A seasoned professional with quantitative and analytical problem-solving skills with the ability to act as a bridge between the business groups SMEs and the technology team. Experienced in breaking down complex problems and frame them into simple terms/concepts to get to the resolution of issues, testing, and implementation of the changes.
• Demonstrated relationship building, people management, and leadership skills with the proven ability to make things happen through the use of impact and influence. Shown ability to work independently as well as in collaboration with others. A team player who enjoys being a member of a talented professional team and contributing to the success of the team.
• Professionally aggressive, self-driven, with excellent analytical, presentation, problem-solving and interpersonal skills. Ability to lead, manage and adapt to new technologies in any dynamic environment and execute to deliver on competing priorities in a timely manner.
• Excellent presentation skills including oral and written communication skills
• Excellent project planning, design, and management skills with the ability to multi-task, prioritize areas to work within the time constraints (while paying attention to details). A creative and professionally aggressive person capable of forming and maintaining positive and productive team environments with integrative thinking skills.
• Experience as PM for the solution delivery team by unifying client’s technical requirements with development to ensure proper implementation of business rules for a seamless project rollout
• Moody's implementation experience for an IHC: CCAR- DFAST- Regulations for Systemically Important Financial Institutions covering schedules for FFIEC 102, HC-R Part I & II, FRY 14-A, and 14Q. Detailed, hands-on knowledge & experience in regulatory compliance initiatives for banks: US Basel III - Standardized approaches for Counterparty Credit Risk, Market Risk, and General Credit Risk.
• Skilled in requirement gathering, regression testing, processing to meet data requirements for Basel 3, DFAST and CCAR reporting. Hands on experience with CCAR, DFAST and the interactions of Aggregators, Metrics, and 14A.
• Good understanding of and comprehensive view of 14A Models, Aggregation Models, PPNR - Revenue and Expense Sub-Models, Revenue and Expense Aggregators, Attribution and Metrics, BS & NII, MTM, GTRM, Wholesale Credit (PD, LGD, EAD, RDR, ECL) and Scenario Management (MA & OX) - at a large Asset and Custody Management firm
• Sound working knowledge of the US business and regulatory environment. Strong accounting background, with the ability to read, understand and interpret balance sheets and P&L statements. Proficient in Market Risk methodologies such as Risk Sensitivities (DV01, Greeks), VaR Computation, PnL Valuations, PE, MPE, Standard and Specific Risk, Monte-Carlo simulation, Understanding of Trade booking & Settlement process, EAD, RWA computations, and Regulations such as Basel II & Basel III, DFAST & CCAR.
• Good understanding of large-scale data migration projects - Strategy & Pre-analysis, platform set-up, source data unloading and cleansing, analysis of target and source data structures and data transformation. Ability to identify AS-IS functionality by analyzing application tables, data files & transaction/deals, code and document gaps from target state. Experienced in Back-End Testing using SQL on UNIX and Windows platform to validate the consistency of data.
• Good understanding of Data Mapping, warehousing, ETL in SSIS to perform Source to Target testing. In-depth knowledge of data processing rules and techniques.
• Strong QA with excellent skills in writing Test Strategy, Test Plans, and Test Cases.
• Expertise in Bug reporting tools such as Quality Center / HP ALM. Good grasp of TCOE concepts. Proficient in entire project life cycle development including Analysis, Design, and Coding, Unit Testing, Integration Testing, System Testing & UAT. Conducted one-on-one meetings with the SME's and the Users to collect UAT Scenarios and Test Data. Wrote, Developed, reviewed and executed End-to-End UAT Test Plans, Scenarios, and UAT Test cases according to project specification, business requirement and tracked the test coverage through requirements traceability matrixes. Performed various types of testing such as sanity/smoke test, features testing, functionality, interface, regression, integration, GUI, performance, data validation, back end, Reports testing (Business Objects). Imported UAT test cases from MS Excel, MS Word to HP ALM/Quality Center.
• Performed User Acceptance Testing (UAT) manually. Compared results of new system vs. contingency reports vs. theoretical Excel Test cases.

TECHNICAL SKILLS:

Project, Workflow and Document Management: MS Project, JIRA, Clarity PPM, MS Sharepoint, and GIT Repository, SaaS for Billing, Time and Document Management

SDLC: Agile, Scrum, Modified Waterfall

Business Skills, Process, Case Tools: Strong Analytical, Conceptual and Problem-solving skills, Excellent People, Communication and Presentation Skills, Business Process Analysis & Research, Use Case Modeling & Analysis, JAD/RAD Sessions, Requirements Gathering, Gap Analysis and Impact Analysis, UML Diagrams, BRD, FRS, FRD, Current/Future State Diagrams, Activity Diagram, Data Flow Diagram, SWOT Analysis. Dash Board, KPI

Business Tools: MS Office Suite (Word, Excel, PowerPoint, Access, and Outlook), MS Visio, Rational Team Concert, and BI Tools

Data Sources, Models: Bloomberg, The Yield Book, Thomson Reuters, Moody's Analytics - Risk Authority, Financial Data Mart and Reporting

Data Modelling / Analysis / Reporting Tools: SQL, R, SAS, QlikView, Data Mapping, Conversion Rules, Large Data, Data Modelling, Data Solutions, and Data Governance

Testing Skills: Development of Test Strategy and Test Plan; SET, SIT & UAT Test Case Preparation, Requirements Tracking, Execution, Root Cause Analysis

Testing Tools: HP ALM / Quality Center

Operating System: UNIX, Windows

Databases: DB2, Oracle 11g, SQL Server

KNOWLEDGE SKILLS:

Financial Market Data & Asset Classes expertise includes: Fixed Income, Derivatives, and Credit & Equity (including Structured Products) Trading PnL, Trade Life Cycle, Understanding of Trade booking & Settlement process

Business Knowledge: Sound knowledge of US financial system, especially the Capital Markets and Capital Market products, Securities Pricing, and Risk. Extensive knowledge in Risk Analysis, Risk Management / Mitigation, Models, Portfolio Diversification. Deep financial Market Data and Wealth Management Product Knowledge.

Portfolio Analysis: Possess the ability to qualitatively and quantitatively analyze financial markets, conceptualize broad themes and construct empirically justifiable scenarios for projecting performance of Fixed Income portfolios. Very good understanding of scenario generation, theoretical and practical aspects of managing yield curve, credit spread and optionality risk of Fixed Income portfolios.

RELEVANT EXPERIENCE:

Senior Project Manager

Confidential

Responsibilities:

• Interfaced with the Model owners thru Analysts team responsible for the restructuring of models - to isolate Inputs, Outputs for the Sub-models, Model family, and Macros to run the models
• Identified internal and external system Requirements, design and configuration set-up
• Designed and implemented basic SQL queries in SQuirreL for Report / Data Validation
• Analyzed and Mapped the Feeds / Inputs and Output of models to capture them in the Enterprise Service Platform
• Actively participated in the Data Modeling Session with Developers, Data Architect and Data Steward to ensure Data Integrity, Validation, and Lineage Traceability and for compliance with BCBS 239. Performed Gap analysis for the modules, conducted a feasibility study and performed impact analysis for proposed enhancements to build a robust, sustainable and effective process
• Helped arrive at Solutions to satisfy application using available tools
• Supported the CCAR work streams in tactical and strategic IT delivery of CCAR / DFAST Schedules
• Inventoried and Assessed materiality of models and their impact on Capital planning due to failure on account of wrong specifications
• Participated in gathering Business Requirements for Macro Economic Factors for Scenario Management. Helped with Developing Functional Specification Document and Supplementary Specification (non-functional) Document.
• Worked with developers to make sure that they understood the Use Cases
• Documented the Use Cases and Activity diagrams using MS Visio to understand the requirements of source system integration and communicate them to the team
• Involved in walkthroughs and meetings with the development team to discuss related issues
• Experienced in End to End testing of 14A, Aggregation, Macro Economic Factors for Scenario Management (CCAR, DFAST Exercises) and PPNR models to meet requirements for CCAR annual reporting
• Used SharePoint, RTC for documentation

Environment: MS Office Suite (Excel {Advanced - Index, SUMIF(s), VLOOKUP, Indirect, Address}, Word, PowerPoint, Outlook), MS Visio, Industrial Agile, Windows XP, SQL, MS SharePoint, Quality Center, Windows XP, SQL, XML, RTC, ESP, SQuirreL SQL, InterActive Views, InstructLite, MA and OX Economic Factors for Stress Testing, GIT, JAVA, SAS, R & R-Studio, STATA, MATLAB, Oracle, SQL Server and TOAD

Project Manager

Confidential, Jersey City, NJ

Responsibilities:

• Assisted in the implementation of global and in-country regulations:
• Standardized approach for Counterparty Credit Risk, Market Risk, and General Credit Risk
• Wrote Test Cases (TCs) for unit testing (SET testing), executed and managed defect life cycle
• Provided HP ALM support - by Updating SIT, UAT Test Plan, TestLab, Requirements, and Traceability; Managed Defect
• Peer Mentoring in PMO & Business Analyst Functions - Including SDLC
• Aligning closely with BAs, conducted root cause and issue & data analysis (SQL queries) beyond Moody’s (i.e. Landing and Staging areas as well) - Data Analyst
• Wrote SIT, UAT Test Cases (TCs) for RWA, IRR, and QlikView. Helped other BAs in reviewing SIT & UAT TCs for RWA & CCAR. Executed TCs for self and for other BAs, documented execution, and raised Defects. Wrote SQL queries to extract, validate data.
• Using HP-ALM Report Queries and Analysis View SQL queries, generated Management Tracker / Dashboards, KPI metrics. Effectively conducted and supported Test Manager in conducting Defect Management across work stream. In the absence of Test Manager, assumed the Test Manager role and helped close about 125 defects over a two-week period.

Environment: MS Office Suite (Excel, Word, PowerPoint, Outlook), Agile, Windows XP, SQL, MS SharePoint, Quality Center, JIRA, Clarity PPM, QlikView, Moody’s: RiskAuthority™, Financial & Risk DataMart & Regulatory Reporting. Globally located team (US and India)

Project Manager / Business Analyst

Confidential, NJ

Responsibilities:

• Conducted Business and Workflow analysis for physician practices and recommended changes that helped in improving staff productivity and data quality for the business. Documented AS-IS and future state business processes.
• Prepared Business Process Models that included modeling of all the activities of the business from the conceptual to procedural level. Followed top down, the leveled technique for building Business Process Models.
• Evaluated patient admission and registration process and recommended changes that resulted in immediate 25% increase in staff productivity along with improved data quality using agile scrum methodologies
• Analyzed workflow, operational, billing, and insurance claims and audits. Re-engineered office workflow processes including telecommunication, information systems, medical records documentation and office space redesign. Ensured site layout meets AAAASF, optimal flow, and insurance company requirements.
• Worked on several Contract Negotiation, Credentialing, EFT/ERA setup, clearinghouse setup
• Possess a deep understanding of, EMR/EHR (Meaningful Use, HL-7, EDI processes, including its implications for medical practices and its implementation in medical practices)
• Organized EHR practice assessments, workflow, documentation flow analysis and redesign. Following ProjectDevelopmentLifecycleapproach, developed and conducted EHR post-implementation analysis, documented, and held training sessions for practices on EHR Records by Work resulted in helping clients evaluate, select, design and implement Electronic Health Record (EHR/EMR) and Practice Management Systems.
• Worked with business units to identify current operational procedures, problems, input and output needs of various systems and business processes
• Used visual models (Data model, Activity Diagram, Data Flow Diagram, Current (As-is) /Future (To-be) state diagrams) for gathering requirements alongside SWOT Analysis for existing and new business needs and objectives across enrollment and billing department.
• Ensuredprojectdocumentsarecomplete,current,andadhered to project quality standards
• Created training documents and the knowledge base documents for use by new hires. Trained and assisted admin staff with Excel and Word.
• Liaised with business, IT, non-business andexternal entities. Collaborated with Physicians, Director of Facilities and Manager as appropriate and developed Project scope, schedules, strategies, roadmaps, and process re-engineering across various areas within medical practices to ensure practice growth.
• Instrumental In the conversion of a legacy billing system to a State of the Art Integrated Appointment, Pre Certification, Billing & Claim tracking system
• Devised a Work Breakdown Structure (WBS) by decomposing the project deliverables (maintained in MS Project) and User Stories (Excel) and identified the critical path. Elicited Business/system requirements and needs as a part of an Agile Scrum team. Identified project tasks, dependencies, resource requirements, cost and budget estimates, critical path activity, risks and risk mitigation strategies.
• Identified major activities as per the Agile Scrum methodology. Maintained User Stories, Reviewed Acceptance Criteria and Created and prioritized the (Product, Release, Sprint) Backlog. Coordinated Sprint Planning Sessions, Sprint Reviews, and Retrospectives.
• Identified project stakeholders and their roles. Drafted project charter, which included project goals, business case, opportunity statement, and high-level timeline and team assignments for the projects
• Identified critical project deliverables and collected business requirements for the project. Identified resource requirements
• Organized the project into phases to impose management control using stage-gate reviews such as high-level user stories, test scenarios, Data Mapping, ETL guidelines etc. Prepared, maintained and managed project plan.
• Developed project schedule by incorporating resource availability and milestones for reporting
• Prepared communication and information distribution plan for the project and monitored release plans, Burndown Chart. Managed project performance and reporting through project scorecards and milestone reports. Maintained Issues and action item logs. Prepared Status Reports and Financial Reports (both projection and actual) and communicated them to the team and management.
• Verified deliverables and managed critical deliverables for each phase and releases with project stakeholders
• Observed major spikes and revised work and release plans
• Provided technical and procedural support for User Acceptance Testing (UAT). Tracked testing issues, maintained test matrix, ran daily status meetings and met the exit criteria for UAT.
• Conducted review meetings to proactivelymanagepotentialopportunities and risks. Continuously assessed the status of the project with regard to the project plan and controlled iterations of the deliverables in conjunction with UAT's bugs or revisions to mitigate risks.
• Conducted lessons learned meetings with departmental stakeholders and incorporated responsive actions taken to ensure prior missteps were not repeated

Environment: Agile Scrum, Use Case Analysis, MS Office Suite (Excel, Word, PowerPoint, Outlook, Access), MS Visio, MS Project, Project Online, VBA and Macros, Agile, Windows XP, Specialist EMR, DICOM, Specialist Billing, Time and Document Management System in cloud (SaaS)

Financial, Risk Analytics Analyst - Junior Project Manager

Confidential, NJ

Responsibilities:

• Helped with risk analysis and business documentation regarding the model inventory of strategies to Trade Options, Interest Rate, Stock Futures, Commodities, FX, Stocks, and ETF. The main emphasis of Investment Strategist was on PnL (absolute, tax efficient returns - day, swing and position trading) constrained by Risk Tolerance of clients.
• Assisted with evaluating and documenting in-house developed scorecard systems of Financial Planner to Provide Financial Planning services for Medium and High Net Worth clients
• Conducted business needs analysis and assisted Project Manager in defining a high-level scope of the project proposals and created Scope definition documents
• Responsible for owning complete requirements related activities on the project and related deliverables
• Facilitated Vision workshops with stakeholders to help define and document business needs and solution vision
• Conducted Brainstorming JAD sessions with SMEs for requirement gathering and prepared User Requirement Specifications (URS) documents.
• Conducted Scope analysis and gathered high-level business requirements through various requirements elicitation techniques and created scope and requirements models like Use Case Models, Process Models, and Activity Diagrams
• Conducted business process analysis and created Business Process Flow Diagrams
• Documented detailed business requirements and functional specifications into User Stories and Use Cases with Scrum and Agile/Iterative methodology. Analyzed Business Rules and defined data elements.
• Worked with project stakeholder's requirements and obtained their sign-offs on the requirements/User stories. Translated business requirements into technical requirements used for driving technical improvements.
• Created customized market data reports catering to the needs of the business unit manager
• Become Subject Matter Expert in the assigned Scorecard Application Portfolio. Understand the underlying business logic and processes to help design solutions to new requirements and solving business problems.
• Assisted product owner in the management of product backlog and prioritization of requirements and defects based on phase objective
• Facilitated business process mapping and use business processes as a starting point to perform GAP analysis

Environment: Windows, SQL Server, MS Visio, R, SAS, Bloomberg, Thompson - Reuters, MS Office Suite (Excel, Word, PowerPoint, Access), MS Project, Agile / Scrum