Senior Business Financial Analyst Resume
Beverly, MA
SUMMARY
- Senior Business Systems Analyst with nearly 8 years of professional experience in business and system analysis, data analysis, project management, design, research & development, testing, implementation, and production support in diverse business industries like telecom, manufacturing, retail and banking.
- Experience in business domains like BASEL II, Loan Loss Reserves and CCAR as Business Analyst.
- Experience in Financial modules like Revenue, Cost Accounting, Accounts Payable(AP), AP and GL.
- Experience in Software Development Life Cycle (SDLC) process, Software Testing Life Cycle (STLC) and Product Development life cycle including Waterfall, Scrum/Agile, and QA methodologies.
- Expertise in creation of Business Requirement Document (BRD), Functional Specific Document (FSD) and conducting Joint Application Development (JAD) sessions.
- Experience in creating detailed Use - Case Models, Data Flow diagrams (MS Visio), Sequence diagrams, Collaboration diagrams, Gantt chartand Activity diagrams.
- Proficient in SQL queries and PL/SQL programs used in large data analysis.
- Hands on experience on quote to cash process, Global Product Registration process, Global Customer Master Data Management, Global Customer Records Management, Customer Connectivity, and Customer Technical Onboarding.
- Professional experience working closely with clients on large-scale collaboration that included identifying areas of risk in strategic planning of projects and proposing improvements to reduce costs.
- Professional expertise in business requirement gathering, design, documentation and project management. Planned, managed and led projects in relation to standardizing processes and procedures in terms of documentation, SDLC and project management both internally and cross functionally.
- Professional experience in identifying the scope of the project, communicating and presenting concepts and deliverables to clients and providing roadmaps for project planning purpose.
- Led resources in designing and conducting UATs to get business users and other stakeholder’s acceptance. Monitored test case creation, test case usage and execution. Worked on both Waterfall and Agile Methodologies.
- Possess excellent oral and written communication, professional programming skill-set and documented ability to communicate with different cross-functional teams such as developers, project managers and other stakeholders.
TECHNICAL SKILLS
Financial Tools: Hyperion Essbase, SAS Enterprise Miner, Bloomberg Terminal, SAP, Glovia
Database: Microsoft Access, Oracle, MS SQL
Languages: C, C++, Matlab, Java, HTML & XML, SQL, VBA
Version Management: WinCvs, SVN, SharePoint
Methodologies: SDLC, CMM Levels, Scrum, Agile, Waterfall
Reporting tools: JIRA, Cognos, Crystal Reports, Rally
Project Management: MS Office (MS Project, MS Visio), SharePoint.
Other Tools: Advance MS Excel (Pivots, Vlookup, VBA and Macros), MS PowerPoint, Tableau, HP ALM
PROFESSIONAL EXPERIENCE
Confidential, Beverly, MA
Senior Business Financial Analyst
Responsibilities:
- Prepared global revenue, expense and cost reporting for the refurbished products.
- Worked on Financial modules such as Accounts Payable(AP), Accounts Receivable(AR), General Ledger, Procurement, Cost and Revenue.
- Streamlined and aided in conversion from Impromptu based reporting to Cognos reporting.
- Worked with the Finance team in the revenue recognition of the refurbished products. Establish new process and reduced the time and money involved in revenue recognition process and audit.
- Involved in the new Go-To market strategy for Japan Operations. Involved in setting up operation processes and systems for the new Japan office.
- Initiated workshop sessions with technical teams and helped them to understand the business requirements for the financial modules. Developed As-Is and To-Be business processes for revenue and cost recognition.
Environment: Glovia, TOAD, MS Excel, MS Project, MS SQL, MS Visio.
Confidential, Billerica, MA
Senior Business/Financial Analyst
Responsibilities:
- Experience working with Clarify and SAP systems to manage the contracts and quoting for renewals.
- Initiated workshop sessions with Confidential business partners to gather requirements and understand pain points. Prepared Business Requirement Document (BRD) and tool requirements/roadmap development.
- Organized JADs with all the stakeholders to setup the expectations and to define scope of the project. Prepared Functional Specific Documents (FSD) with the feedback received from all the stakeholders. Set up high-level design meetings, Stand up calls, Sprint planning session, Demo sessions and Retrospect sessions.
- Created reporting metrics, templates and prototypes to meet the new design requirements. Prototypes included billing, contract obligations, service offers and expiries.
- Worked on various Project management tools such as Microsoft Project to manage the project comprising a team of 10 people and done big data analysis on years of gathered data.
- Designed and created UATs for the multi site-quoting tool. Coordinated with the resources to execute the user test cases and led in the decision making process of the tool software upgrades.
- Documented defects/FAQ’s to internal and external stakeholders and documented user stories and issues using JIRA.
- Participated in Pre Go-live considerations such as awareness communications, dependency verifications and decommissioning old systems.
- Participated in Post Go-live activities such as reviewing KPIs, training, support channels, escalation resolution, mailbox/war-room, change management and documentation.
- Prepared and led a global training session in all the theaters (NA, EMEA, APAC and CALA) to a total of nearly 600 people. Educated internal and external partners about the new services quoting tools that have a $1 billion revenue impact annually.
- Prepared multi step RMA (Return Material Authorization) processes for lifetime warranty products. Liaised with finance, service, and supply chain to gather the requirements and documented the process workflow (MS Visio).
- Submitted a recommendation book to the Vice President of Operations that would increase the revenue by 10% by identifying the opportunities for upselling.
- Organized a high level meeting to gather requirements, define scope and prepared Business Requirement Document.
- Planned, analyzed and prepared financial forecasting models in relation to the services portfolio of $500 million revenue stream. Financial models are in compliance with GAAP (Generally Accepted Accounting Principles).
- Analyzed top 10 customers revenue trend using Microsoft excel pivots and macros to understand the financial risk from terminated contracts. Proposed best case, worst case and current case revenue scenarios using GAAP principles.
- Prepared revenue trend of the service contracts to provide visibility to leadership team on service offer cannibalization and performed data migration of revenue from excel based reports to the automated financial systems.
- Weekly reporting of contract record management metrics (KPIs) to the Director level management of service business that provides greater visibility to the key issues effecting 40% of the revenue stream.
- Produced dashboards for all the contract data and increased the transparency and integrity of the data that is used by the senior management to take executive level decisions.
- Supported customer relationship management (CRM) by organizing joint panel sessions with external business partners, internal stakeholders and produced roadmaps for future planning sessions.
- Worked on the FOREX impact on the USD revenue generation and adjusted the projections and models to create visibility of FOREX impact.
Environment: Java, Oracle, Clarify, SAP, TOAD, MS Excel, MS Project, MS SQL, MS Visio, EssBase.
Confidential, Andover, MA
Supply Chain Business Analyst
Responsibilities:
- Prepared user guides and business requirement documents from the initial workshop sessions with the stakeholders.
- Led a five-year demand forecasting project and prepared inventory excess and shortage analysis that significantly cut down on scrap costs and improved CSAT score.
- Performed five-year budgeting and prepared financial models in Excel using historical usage and reduced storage costs up to $200,000 over five year duration and helped senior directors take decisions based on my report.
- Prepared fishbone diagram to identify the root cause of the supply chain issues and prepared processes of all the activities involvedfrom the conceptual to procedural level.Prepared after implementation documentation and FAQ’s.
- Manage the weekly meetings with the APAC Vendor team and get regular status updates. Act as a liaison between the vendors in APAC and the contractors in the US team.
- Conducted high level business presentation with directors and VP’s about the business advantage of shifting from air-based shipments to ocean-based shipments. Proposed solutions to cut down the costs without compromising on LOS.
- Optimized safety stock levels and performed the stock replenishment on a weekly basis to meet the worldwide demand while managing costs and maintaining Level of Service (LOS) at 97%.
- Managed RMA (Return Material Authorization) returns and provided support to the customer to replace the product or process the accounts receivable requests. Nominated to be a primary point of contact for customer relation management (CRM) and received appreciation for the CSAT level 5 support.
- Interacted with the end customer to identify why no defect items were returned. Performed trouble shoots for the end customer and provided technical support to ensure customer satisfaction.
- Streamlined process for scheduling camera repair with the third party vendors in APAC. Handled weekly reports and calls to facilitate the global process.
- Key Business Analyst resource for working with both business partners and vendors to gathers requirements, project dependencies and risk.
- Gathered requirements for inventory and other supply chain issues with vendors using a data driven approach and provided documentation/recommendations to reduce the inventory costs.
- Negotiated with vendors from Asia and America for procurement, budgeting and inventory disposition strategy. Prepared weekly analytical reports that highlight monthly results and trends.
- Analyzed “big data” (3 fiscal years) and provided Cost/Benefit analysis using Excel and Access database for the worldwide freight expenses. Provided monthly reporting on the outlook and actual expenses.
- Liaise with the data building and data management teams on the project while ensuring all deliverables are met and exceeded all Data Validation/Data Quality efforts.
- Provided training for team members, including onboarding and facilitated the smooth transition of handing over the projects after the implementation phase.
- Coordinated with the internal stakeholders and reduced the number of service product groups for the IBU (Inter Business Unit), which resulted in time and cost savings.
- Facilitated in cleaning of parts master list that has been used over the years but since has undergone lot of changes. Created use case scenarios and helped in proper replacement of the parts for the end customer.
- Avoided unnecessary returns by the customer and saved shipping and handling costs for the company.
Environment: Java, Oracle, PeopleSoft FDM, TOAD, MS Excel, MS Project, MS SQL, MS Visio
Confidential, Long Island City, NY
Senior Business Analyst
Responsibilities:
- Updated documentation for Basel II reconciliation process that included operational, manual and training presentations.
- Worked as a data acquisition analyst on a new acquisition to support CCAR.
- Produce dashboards to drive and monitor data remediation for businesses for CCAR with extensive documentation.
- Worked as a key data analyst resource with business partners to drive detailed business requirements and to aggressively drive the project dependencies.
- Liaised with the ETL, Data Acquisition, Database Management and Business Analysis leads while ensuring all deliverables are met and exceeded all Data Validation efforts.
- Delivered enhanced data quality by reconciling the management adjustment data differences between FDIC reports and Loan Loss Reserve templates.
Confidential
Software Design Engineer
Responsibilities:
- Involved in all the stages of SDLC from initial planning till end maintenance of the product development.
- Worked with clients, supervisors from cross functional groups such as Sales, Quality Assurance, supply chain and provided strategic and technical support to ensure successful product development of JVC car audio devices.
- Prepared and coordinated UATs with various internal stakeholders. Priotized and configured testing requirements.
- Integrated all the defects in JIRA and deviced a mechanism to effectively track the progress of all the defects in the JIRA system. Involved in post implementation support and defect resolution as per SLA’s.
- Worked on Toshiba, Phillips USB and Bluetooth drivers and successfully developed fully operational USB and Bluetooth features for car audio receivers.
- Managed the software development part of yearlong projects involving multiple work streams using various project management tools (WBS) and resulted in timely completion of the projects.
- Trained new employees, facilitated resource management and provided technical support to the end customers after the product is launched in the market.
- Regularly scheduled meetings with the senior management in Japan and acted as a liasion to channel the communications to the right team in Singapore.
- Streamlined the software features in over 20 products, leading to the creation of software prototypes for future models and reducing testing time by a minimum of 10%.
- Analyzed consumer requirements data and designed a first of its kind Smart Remote Car Audio. Developed a receiver module that provided 50% control on the receiver operations by any Android smart phone.
- Negotiated with suppliers and involved in procurement of parts and devices that had better performance and value for money than the parts those were currently used.
- Worked with the software specification team to gather the requirements and input them to the software design team.
- Liaison between quality assurance (QA) group and software specification group to facilitate the design requirement gathering.
- Regularly maintained the code integrity and code sync with other modules of the car audio receiver.
- Worked with external clients for the Original Equipment Manufacture models and facilitated client interaction calls.
- Balanced the expectations of the clients with regular feedback and led activities involved in product release schedules.
- Documented all the activities and software releases for the project to be CMM compliant.
- Created templates and models that can be used as a benchmark for comparison. These templates reduced the time for the new software development process and aided in the transition of the project for the new development cycle.
- Created WBS (Work Breakdown Structure) for all the modules in the project and facilitated the timely completion of the projects.
Environment: C, C++, WinCvs, NEC PM+, Toshiba Debug, SourceInsight, MS Excel, MS Project, MS SQL, MS Visio