SUMMARY:

• Around 12+ Years of experience in Management, Systems Integration & Strategy Consulting for Fortune 500 Enterprise Clients
• Business/Quantitative Analysis experience in delivering projects up to $10M & below using PMO techniques such as Rational Unified Process (RUP), RAD, Agile(Scrum, Kanban), SAFe (Scaled Agile Framework), Extreme Programming & Waterfall life cycle
• Extensive experience in managing web/cloud based intranet & internet ecommerce applications (Desktop, Tablet & Mobile) J2EE/ASP/VB.Net projects (involving Web Services, SOA Architecture, e - commerce ), content management (IBM FileNet, Tridion and Documentum), IBM Main Frame, COTS Microsoft Dynamics and Salesforce (Sales, Service, CRM, Community & Chatter)
• Experience in managing Platform Capabilities, Product requirements, Roadmap, market analysis, product adoption and integration with product development organization
• Experience in interviewing Business users & SME’s providing recommendations to resolve issues for various business/technical groups & defining strategic solutions to business problems in a multiple project environment
• Experience in developing detailed functional specs through JAD sessions, Sprint/Story Planning, Scrum Meetings, interviews, on site meetings with business users & development team
• Strong experience in developing Use Case diagrams, Use Case Specification Documents, Business Requirement Document(BRD), Functional Requirements Document(FRD), Test cases, Production Release/back-out Plan
• Experienced in Test plans, manual/automated/A/B testing, integration testing, regression testing, black box/white box testing, UAT (user acceptance tests)
• Strong Experience in Data Profiling, Trend Analysis, modeling, cleansing, mapping, warehousing, mining, governance & BI reporting
• Experienced in statistical, quantitative, forecasting/predictive analytics, multivariate testing and optimization algorithms
• Worked in ETL environment involving Informatica, Talend & Business intelligence tools like Cognos, Crystal Reports, Business Objects, OBIEE & Tableau
• Extensive knowledge in dimensional/data warehouse modeling (star & snowflakes schema) and analyzing scope of changes in different phases of the data-mart & reporting development efforts.
• Business strategist; plan and manage multimillion-dollar projects aligning business goals with technology solutions to drive process improvements, competitive advantage and bottom-line gains
• Experienced in Business Analytics, Scoreboards, KPI’s, Financial Models & Management Summaries
• Experience in Training and mentoring of team members with product knowledge and business processes
• Expertise in managing multiple projects and teams with an excellent track record
• Working experience in a cross-functional team environment/geographical disperse teams.
• Active Contributor of PMO Frameworks to maximize business value & help support achievement of Organization’s Strategic objectives

INDUSTRY VERTICAL EXPERTISE:

• Good knowledge of Financial Markets & Instruments: Equities, Fixed Income, FX, Options, Futures, Asset backed securities, Mortgage backed securities, Swaps, Master Forwards, Repos & Commodities
• Experienced in Market risk, Operational risk, Counter party Credit risk management, Liquidity Risk, VaR, Stressed VaR, Monte Carlo, Historical Simulation, P&L reporting and SEC/FINRA/NYSE legal/regulatory risk compliance including anti-money laundering (AML), trading surveillance, suitability, OATS, Basel II, III, CCAR(FR Y-14), BCBS 239, Single Counterparty Credit Limit (SCCL), DFAST Enhanced Prudential Standards, Reg NMS, Reg SHO, REG O, Reg P, FATCA, Know your Customer/Regulatory, MIFID II, Performance Reporting (GIPS)
• Strong exposure to Front, Middle & Back office operations including Trade Management System, Order Management System, Collateral Management, Treasury, Clearing, Settlement, Reconciliation, Fund Accounting, Corporate Actions, Funds Transfer Pricing & Benchmark Performance
• Experienced in various market conventions (ISO 20022 SWIFT, FIX, FPML), global collateral agreements ISDA, ISMA, CSA, Dodd-Frank act & Volcker Rule
• Experienced in Healthcare Systems (ITS, Blue Square, Blue Exchange, QNXT, Facets, NASCO, CS 90, WGS, ACES), Health insurance plans - Indemnity plans, Managed Care plans(HMO, PPO & POS), Government Sponsored Programs (Medicare, Medigap, Medicaid, FEP & SHBP) & Consumer Driven Health plans(CDHP)
• Experience with Medicare, Medicaid & commercial insurances in HIPAA ANSI X12 4010, 5010 formats including 270/271, 834, 835, 837, 997, ICD 9,ICD 10, NDC, DRG, CPT, NCPDP codes & NSF formats for interfaces & images to third party vendor applications
• MISMO XML v2.3.1, 2.4, EDI x12 4010 (872, 263,997,260,259,266), Quicken DU Formats - MI Origination, MI Query, MI Rate quote, MI Policy Cancel, MI Servicing Loan Set, Servicing Transfer
• Familiar with Mortgage Origination Systems: Byte, Dynatek, Calyx, Encompass, Sound, Fiserv Easy lender, Empower, Fics Loan Producer, Harland

TECHNICAL SKILLS:

IT INDUSTRY SOFTWARE S: Rational Rose/Requisite Pro, Clear Case, Clear Quest, HP Quality Center, Test Director, ERWIN, Informatica, Teradata, SAP, Sales force Sales Cloud, Service Cloud, Chatter Cloud, CRM, Documentum, FileNet P8, Tridion, SharePoint, Oracle, HP ALM, PPM tool, IBM NASCO, Facets, QNXT, Portico PNO, Mercury QTP, KOFAX, Autosys, StateStreet Global +, APPIAN BPMN, Microsoft Dynamics, OFSAA, Oracle E-Biz Suite, Toad, PG Admin, Markit EDM 10.5.3.7, Collibra, Amazon AWS, EC2, Redshift, SSIS, SSRS, SSAS, Jupyter, Apache Zeppelin

DATABASES: MS Access, MS SQL Server, Oracle 9i/10g/11g, DB2, Sybase, Main Frame, Teradata, PostGreSQLLANGUAGES: C/C++, JAVA, VBA, .Net, COBOL, XML, UML, FPML, HTML, PL-SQL, R, Python, PySpark, HQL, CQL

Big Data: NoSQL, BigQuery, Cassandra, Hadoop 2.0, Hbase, Hive, Pig, Flume, Sqoop, MapR, YARN, ZooKeeper, Kafka

Machine Learning: Linear/Logistic Regression, Decision Trees, Principal Component Analysis, Vectors, K-Nearest Neighbors, NLP, K Means Clustering, Neural Networks

OPERATING SYSTEMS: Unix/Solaris, Linux, Windows, Mac, Android, IOS

OFFICE TOOLS: MS Office 03/07/10/13, Word, Excel, Power Point, Visio

PROJECT MANAGEMENT: MS Project 03/07/10, JIRA 7.2, SeeNowDo, Rally, HP PPM, TFS 2013, 2015

REPORTING TOOLS: Business Objects, Cognos, Crystal Reports, Micro Strategy, OBIEE, Tableau 1002

FINANCIAL SYSTEMS: Bloomberg AIM, POMS, Fact Set, Capital IQ, Deal Book,, Yield Book, Acadia Soft, Portia, Charles River(CRD), SWIFT, Actimize, FIX, Sungard XSP, Calypso, MBS Expert, Dun & Bradstreet (Retail Customer), Lexis Nexis(Employment Data), Moody s Risk Analyst, Oracle Financial (AP,AR, GL, Chart of Accounts), Trade Web, GTSS, Omgeo Oasys, Advent OnDemand, ACD (Advent Custodial Data), Netx 360, Morningstar, Advent Market Data, Fortigent, Axys, Openlink-Endur, MISYS-Opics, Risk Frontier, Algorithmics, Sungard Intrader, Factset, Barclays Point, MSCI BarraOne, AFS, ALS, CACS, Appro, Unifi, LoanServ, LoanIQ, FD, Datascan4, TSys commercial, Leasepak

PROFESSIONAL EXPERIENCE:

Sr Data Analyst

Confidential

Responsibilities:

• Platform Roadmap by Products/Foundational Data sets for Performance/Investment, Risk Attributes & Analytics
• Establish Sourcing, Profiling, History and Archival Data Governance/Management Strategy, stewardship model among various data sets from various Source Systems/Third Party Data Vendors
• Identify, Define, Prototype and Implement Risk Reporting Deliverables (Daily, Monthly, Quarterly, Yearly) for Board, CIO, Portfolio Managers, Regulatory Agencies, Risk Committees, Investment Product Teams, Global Advisory Services
• Prototype FT Solutions Reporting for Institutional Clients, Mutual Funds, Separate Accounts to support Fundamental Characteristics, Marketing Information, Client Relationships, Performance and Risk Reporting
• Model, Validate Ex-Post, Ex-Ante Risk, VAR & Expected Shortfall, Performance (GIPS compliance), Liquidity, Exposure, Attribution (GICS Sector, Country, Active Specific Risk, Top/Bottom etc.), TEV Factor Risk Calculations/Models, Stdev, Beta, Ratios (Sharpe etc), BASEL III (RWA Based Avg. Weighted Risk at Fund Level), Issuer/Counterparty Exposure Monitoring for various Investment Products/Funds (Equity, Fixed Income, Multi-Asset, Alternatives)

Sr. Risk Data Analyst

Confidential, Los Angeles, CA

Responsibilities:

• Identify Data Sourcing, Staging, Profiling, History & Archival from various Source Systems (Facility Limits, Credit Derivatives, FX, Energy Derivatives, Collateral, Agreement, Security Master, Moodys Risk Analyst, Risk Metrics etc)
• Support Credit, Market Risk reporting under EPS of Dodd-Frank Act (DFA)
• Improve Collection, organization and aggregation of Risk information across MUFG US operating entities that constitute CUSO (Combined US Operations), Intermediate Holding Company (IHC)
• Credit Risk Ratings, Scorecards, Exposure Calculation, Aggregation, PD, LGD, Economic Capital, Single Counterparty Credit Limits, Risk Policies, Models and Procedures across various entities (BTMU, MUAH, MUS, BTMU, MFS)
• Define Market/Traded Products Sourcing Templates, Sourcing Strategy, and related tactics for successful project planning stage.

Lead Data Analyst

Confidential, San Ramon, CA

Responsibilities:

• Complete Data Sourcing, Staging, Loading, Profiling, Validation & Rules Based Matching, History & Archival from 28 Source Systems (Loans, Deposits, Leases, Investment Products) across the Group (Bank of the West & First Hawaiian Bank) to provide Single view of the Customer/Obligor/Counterparty/Legal Entity/Business Group
• Support ALM-T (Asset Liability Management-Treasury) US LCR (Liquidity Coverage Ratio), EU LCR, Internal (Enterprise, Credit, Market) & Regulatory Risk Reporting, CCAR, BASEL III Liquidity Final Rule, Section 165 of Dodd Frank Wall Street Reform Act, Customer Due Diligence (KYC, KYA) & Compliance Initiatives
• Establish Data Governance (Target Operating Model) across various Lines of Business (Regional Banking Group, Commercial Banking Group, Wealth Management Group & National Finance Group
• Perform Gap Analysis, Metadata, Lineage and KDE’s for CCAR FR 14Q, 14M, 14A & DFAST schedules
• Enhance existing Reports for Liquidity Coverage Ratio, Net Stable Funding Ratio by currency for monthly & quarterly basis
• Model Calibration, Validation for Stress testing Capital Ratios (Balance Sheet and Income Statement) under baseline, adverse, severely adverse scenarios

M&A Consultant

Confidential, Palo Alto, CA

Responsibilities:

• Recommend Service Cloud with Multi-Channel Case Management, Live Agent, Service Console, Knowledge & Self Service Customer Portal(Community Cloud), Customer Satisfaction Surveys, NPS, Sales Predict, License generation (JProductivity)
• Enhance Support Business Processes like Assignment, Queuing, Escalations, Workflows, Approvals, Entitlements based on Assets, Milestone based SLA enforcement
• Integrate various Platforms for Hot Fix/Large Attachments/Search with SFDC through E-Delivery, Amazon AWS, Coveo, Confluence & JIRA DC
• Analytical Dashboard reporting like Support Metrics & Time Tracking for Customer Success & C Level Management

Sr Business Analyst

Confidential, San Francisco, CA

Responsibilities:

• Multi-phased Secured Session Customer Experience for Tablet & Mobile App ($10 MM)
• Migrate/Consolidate applications (Desktop, Tablet & Mobile) (Android/IOS) UI to go-forward M2 (Modularization & Modernization) single device aware & optimized architecture
• IFS Data Visualization for Trust & Investment Managed Accounts
• Enhance existing Business Processes (Desktop, Tablet) Like Campaign ROI, Hierarchy, Influence, Lead Management, Case escalation workflows & Case analytics
• Enhance Collaborative Forecasts, Outlook Attachments, Service Communities and Knowledge for Trust/Private Client Group Service teams
• Enhance Existing Business Processes like Asset Allocation, Account/Portfolio Investment Objective Level Grouping and Tax Loss Harvesting.
• Analytical Dashboard reporting for Account/Portfolio level Performance & Activity Gain/Loss
• Implement Fraud Prevention & Authentication for P2P Transfers & Payments, Passive Device Registrations (250K)
• Enhance Fed Regulatory CCAR, DFAST & BASEL III Reporting (Monthly & Quarterly CCAR FR Y-14 and DFAST reporting modules.

Sr Business Systems Analyst

Confidential, Irvine, CA

Responsibilities:

• ACM Reports/Dashboard of Transitions
• Enhance Application to support intuitive data reporting needs like Daily Cash, Daily position, Daily Performance along with summary, drilldown & acct filters/attributes selection
• Optimization of Investment& Fund Accounting processes for enhanced Risk Monitoring/compliance for Dodd Frank Act
• Straight Through Processing Recon for Wellington Management
• Enhance STP Transaction, Security Master (Reference Data), Position reports for WMC OTC products (FPML, XML) from Charles River
• Custodian Scorecard Reporting
• Enhance Bank Comparison Summary, Bank Comparison Charts & Internal by team reports. Weighted Average Scoring system for Relationship Mgmt, Electronic Comm., DVP/RVP Settlements, OTC/CCP Derivatives, Collateral (Bilateral & CCP), Futures Collateral, Futures Settlements, Accounting Reconciliations, Bank Loans, Corporate Actions, Transitions Management, Claims for Custodian banks that service PIMCO
• Corporate Actions Master Event List /XSP/SWIFT
• Automated Real time work queue, business workflow & MQ messaging communication (Inbound & Outbound) with Investment Manager (PIMCO) & State Street Corporate (GCAS, XSP)
• Custodian Communication via SWIFT (MT 564/568, MT 565, MT 566) for feeds received from XSP v5
• Automate Corp Action postings to SMARTS (Investment Accounting System) via Camel - Trade Manager System workflow

Sr. Business Systems Analyst

Confidential, Dublin, CA

Responsibilities:

• IT MDM - Medical Provider Network application Phase I
• Replace legacy applications in MS access with multi-tiered .Net based applications
• Design application from scratch, replace existing manual processes & automate Vendor & third party communication’
• IT MDM - Transfer of Care Claims Reports
• Generate Transfer of Care Reports from ECF application & data warehouse
• Enterprise Data Management team
• Enhance Accounts Payable process for Drag n Drop, KOFAX & File Net BPF workflow
• Support Underwriting, Servicing, Loss Mitigation & Claims documents

Sr. Business Systems Analyst

Confidential, Irvine, CA

Responsibilities:

• Identity Access Management for all PCSIT applications
• PCS Central (Salesforce), Quad, CRMS, State Street Global Plus, PCS expression, Table Maintenance & Dazi application
• Quad Application Upgrade & Enhancements
• Documentum Upgrade & Enhancements 6.5 to 6.7SP1
• Crown Lotus Notes Connector application upgrade from 3.0 to 3.1
• Private Client Services Central (Sales force SFDC Sales cloud, Chatter) & PCS Expresso (Wealth Management Group)
• New Account Setup & Maintenance, Fees, Asset Marshalling & Financial Account, Asset Allocation based Investment Mandate, Class Action Workflow enhancements for Desktop & Mobile applications
• Automation of Marketing Exhibits, Client Books & Portfolio Reports in pdf from Salesforce through PCS Expresso
• Account Mandate enhancements for Active Equity, Fixed Income, Separately Managed - Fixed Income, Equity Accounts
• Architect Acct level, Module & Line of Business level Multidimensional Security Matrix
• Sell Hold Analysis Application Enhancements & Maintenance
• Custom Asset enhancement for assets not present in Asset Maintenance Database
• .Net Upgrade from 3.5 to 4.0, Performance Optimization & Bug Fixing
• Wealth Bench Application (Risk Metrics) Customization & Maintenance
• Security Master (Reference Data) File generation enhancement for EOD, Weekly & Monthly uploads
• Update ASM& SDS Bloomberg Feed logic & Pricing Hierarchy for market data
• Analyzed Stored Procedures& mapping tables like Country, Asset Class, Security Types, Exchanges for CGPCS & Non - American Funds to resolve security master file errors
• PCS Lookup to Outsourcer (Pluto) Application Enhancements & Maintenance
• Enhance Trade, Position Recon, Exception & Auth reports for data feed from Global Plus & Charles River
• Enhance Portfolio to Mgr level mapping for CGPCS Funds from Global plus to MARS (Manager Accounting & Results system
• Event Impact analysis & Risk mitigation for Portugal & Greece exiting Euro zone

Sr. Business Systems Analyst

Confidential, Irvine, CA

Responsibilities:

• Support all PIMCO Fixed Income traded products in Multi Currency Multi Collateral Mgmt Office Locations
• Automation of messaging communication with Counterparties with Revised Dispute Resolution
• Support complex CSA terms (Unilateral/Bilateral), Asset Definitions, ISDA/ISMA/ESMA guidelines using Preferred Asset Class Validations, Agreement, Hair Cut parameters and Credit Ratings Check
• Transaction Recon with Third party application (Tri Resolve, Acadia Soft)
• Architect scalability to support Independent Amounts, Securities Lending and Novation
• Security Sector definition for Asset Maintenance as well as pricing (complex pricing rate tier structure) for Cusips/ISIN's using 80/20 Rule
• Upgrade to support all PIMCO Agreements with 80+ brokers with total 460+ broker products
• Support Dodd Frank Act CCP mandate for Swaps on CME, ICE and Eurex
• Support Database migration project from Sybase to Oracle for IMS West Applications belonging to Platinum Clients

Sr. Business Systems Analyst

Confidential, Newark, NJ

Responsibilities:

• IBM NASCO NART Admin Feed
• Implement automated feed of Admin file data from Provider Hub (Provider Network Operations to NASCO NART Admin subsystem)
• Portico PNO Reporting Application
• Build automated reporting application to identify data anomalies in source system (Provider Network Operations Db)

Sr. Business Systems Analyst

Confidential, Mason, OH

Responsibilities:

• ESI Pharmacy migration: Participated in company-wide design, development, testing and implementation for appropriate online user (secured as well as unsecured content) experience that delivers pharmacy features on legacy eportal and micro sites for members with medical coverage through WellPoint as a result of Next Rx business unit sold to Confidential (ESI).
• Med Measures (VIPS): Med Measures helps companies streamline their data analysis and reporting operations in compliance with HEDIS (Healthcare Effectiveness Data and Information Set) program
• National Consumer Cost Tool (NCCT): The BCBSA Inter-Plan Programs (IPP) developed a National Consumer Cost Tool capability to enable member to obtain information on estimated costs

Sr. Business Systems Analyst

Confidential, Las Vegas, NV

Responsibilities:

• Mainframe to Facets: Participated in company-wide design, development, testing and implementation transition from a legacy system to Trizetto's Facets enterprise solution. Adhered to strict compliance, policies/regulations, and configured facets modules such as Claims, Membership, Billing, Benefit and plan. Part of the project was to migrate all application functionality and convert data from a mainframe-based system to an open systems environment
• Up-gradation of HIPAA 4010 to 5010 and ICD 9 to ICD 10: Up-gradation of HIPAA X12 4010 transaction to HIPAA X12 5010 and ICD 9-CM (Clinical modification) to ICD-10-CM/PCS (Clinical modification/procedure coding system) simultaneously

Sr. Business Systems Analyst

Confidential, NY, NY

Responsibilities:

• Implementation of STP (Fixed Income Front Office)
• Implement Straight-through processing for the Institutional Trading desk. Charles River portfolio order management system and Charles River gateway were integrated to In-house Middle Office and Back office Fixed Income applications.
• Goal of STP was to enable the entire trade process for capital markets and payment transactions to be conducted electronically without the need for re-keying or manual intervention, subject to legal and regulatory restrictions.
• Performance attribution system
• Performance attribution application, daily and monthly P&L report generation and risk report generation process
• Enhance Asset Setup & Maintenance application for Market Data pricing based on complex pricing rate tier structure from different vendors

Sr. Business Systems Analyst

Confidential, STANLEY, NY

Responsibilities:

• Insurance Strategic Partnership (ISP) is a system responsible for the Receipt of commissions and payment of compensation to Morgan Stanley Agents for the sale of Insurance Products. ISP calculates commissions payable to Insurance Group from proprietary and non-proprietary carriers for the Sale of their annuity and life products, and tracks that the payment has been received. The system also calculates compensation payable to Financial Advisors (FA's) and Insurance Specialists (IS's), the Form of production credits (PC's) as a result of new sales, renewals, and subsequent premiums for proprietary and non-proprietary, annuity and life products.
• Business Process Reengineering of Loan Origination Process: (Credit Line application process, Personal Loan, Business Loan and the Mortgage Loan Process). To setup items to support origination, processing, underwriting, closing, and funding. Optimize whole workflow time for the LOS.
• Anti-Money Laundering (AML)/Compliance: Serve as a Business Systems Analyst and Subject-Matter Expert in the compliance space; New accounts (client on boarding), know your customer (KYC), customer documentation, customer reference data and anti-money laundering (USA PATRIOT Act).

Business Analyst

Confidential

Responsibilities:

• Fixed income Performance Attribution System (FIPA) was developed specifically to support Wealth Management Groups to provide most valuable advisory services to clients on Asset Projections, Equity, Portfolio Rebalancing, Global Investment Holdings, Derivative securities, Pricing, Liquidity needs and future goals. The systems solutions advise the clients on wealth management strategies, provide clear and complete picture of the clients assets in position and those that are held by other providers, full brokerage capabilities, access to IPOs and other 3rd party products, research data and tax, insurance and accounting information. It offers global, regional and local portfolios as well as capitalization-oriented alternatives in large, medium and small-cap equities