SUMMARY

• 7+ years of professional experience in Financial/Investment sector with proven ability to align program scope with strategic business objectives, making proactive recommendations and initiatives to improve system productivity.
• Strong understanding of capital markets, complete Trade life cycle, Trade settlement process and Reconciliation.
• Extensive experience in planning strategic IT solutions, tactical workarounds for special business needs.
• Strong expertise in Jira, Confluence, Excel, MS Word, MS Visio and PowerPoint.
• Possess strong leadership talents, “team player” attitude, and natural ability to establish consensus among cross - functional lines.
• In depth knowledge of financial instruments - Credit Derivatives, Swaps- Interest Rate Swaps, Total Return Swaps, Currency Swaps, OTC derivatives, Futures, Options, Equity, Bonds- Government, Corporate, Agency Bonds, MBS, ABS.
• Broad understanding of business requirements and documentation processes, knowledge of iterative Software Development Life Cycle (SDLC) and methodologies like Agile Scrum and Waterfall.
• Effective at interviewing business users, stakeholders, subject matter experts (SME's); analyzing business requirements; translating those requirements into concise functional, non-functional requirements and develop BRD and FRD.
• Analyzed data using SQL queries to understand legacy data, check data accuracy and integrity.
• Extensively used tools such as MS Visio, and MS Office, MS Excel.
• Proficient in Use Case Diagrams, Activity Diagrams, State Chart and Sequence Diagrams.
• Facilitated and participated in Joint Application Development (JAD) sessions.
• Good experience in analyzing functional specifications and business requirements to derive user acceptance test conditions (UAT).
• Experience in working with the QA Testing team for creating Test Plans and Test Cases.
• Deep understanding of end-to-end project management with responsibility for planning, financial management, progress tracking and execution to a successful completion in line with the given mandate and allocated budget.
• Experience working on a offshore-onshore development model, co-ordinate resources and establish schedules to ensure that plans are consistent with project management objectives.

TECHNICAL SKILLS

Microsoft Office Suite: Microsoft Office Suite (Project, Excel, Word, PowerPoint, Outlook), MS Visio, SharePoint

Processes/Methodologies: Planning + Forecasting: Agile, Waterfall; Collaboration: Odyssey Platform, SharePoint

Operating System: Windows 95/98/2000/XP/ Vista/7, Unix

Testing tool: Quality center

PROFESSIONAL EXPERIENCE

Confidential, NY

Sr. Project Manager Consultant

Responsibilities:

• Implemented SaaS based solutions (Salesforce and Slack) right from proof of concept to complete production environment. This included implementation of single sign-on access/authentication method through PingFederate with JIT solution, EKM AWS solution, DLP controls, monitoring, etc.
• Completed architecture and security reviews of applications (incl. mobile solution) with internal security review and data protection groups to meet standards for the final product.
• Prepared bi-weekly and monthly reports providing a high-level overview of project state, defects and blockers.
• Followed bank wide design principles and applicable policies and frameworks.
• Engaged in creation of front to back data and functional architecture for new and ongoing initiatives.
• Contributed to review and challenge process for proposed designs to ensure alignment with overall strategy and roadmaps.
• Maintained design authority materials, communication and stakeholder engagement.
• Worked with multiple teams to ensure timely delivery and timelines of deliverables across the BA, QA and Change teams.
• Produced documentation, including project plans, project evidences (SDLC Compliance), status reports, resourcing plans etc.
• Contributed towards requirement documents, engineering, technical specifications, security requirements and user manual.
• Provided business support with operations team.
• Led team in data pipelines development for data migration from source to DWH and complete integration of DWH with MI tools (Tableau data sources and Alteryx macros) delivering end to end BI solutions.
• Used basic SQL skills to extract and analyze large volumes of data using Oracle database.
• Coordinated with respective team for infrastructure setup.
• Established and maintained a professional and balanced relationship with business partners, sponsors, vendors, IT & GOS partners.
• Participated in audit events to suffice the inquiries and deliver evidences to comply with the bank wide requirements.

Confidential, NY

Business Analyst Consultant

Responsibilities:

• Conducted requirement gathering workshops with Portfolio Managers, Product Manager, Risk Managers, and Operations staff to understand current work flow between old and new systems.
• Involved in building Credit Novation functionality for the CDS.
• Involved in dashboard reporting by settlement, product, positions and task status.
• Resolved and maintained accountability for ensuring the resolution of issues identified during all phases of the project.
• Prepared FRD with technology group and report progress regularly to management.
• Used XML message formats to retrieve reference data from third party.
• Created Use Cases, Activity Diagrams and Sequence Diagrams in MS Visio.
• Performed functional testing and worked closely with development team to ensure testing issues are resolved and conducted UAT.
• Liaised with other IT & business groups and project managers to ensure coordination of project affecting other functional areas.

Confidential, NJ

Business Analyst Consultant

Responsibilities:

• As a Business Analyst I was involved in the enhancement of the application.
• Gathered business requirements from traders, FO portfolio and investment managers on the buy side for detailed expansion of the functionality and used MS Visio to design and develop use case scenarios and activity diagrams.
• Facilitated meetings withbusinessand technology teams and provided regular project status to management and business users.
• Analyzed the equity trade life from trade capture to booking and confirmation to clearing and accounting.
• Presented Weekly / Monthly Project status reports describing the project status to date and the impact of issues and change requests on the project plan.
• Worked with the Quality Assurance Team to ensure systems functionality meets user requirements. Assisted QA team in writing Test Plan, Test Cases.
• Performed Usability Testing and involved in UAT.
• Developed SQL queries to generate reports for clients - 1. Portfolio Holdings Report 2. Compliance Reports 3. Block Trade Report 4. Broker Report 5. Intraday Cash Balance Report.