PROFESSIONAL SUMMARY:

• Over 7+ years of experience as a Sr. Financial Business Analyst with strong understanding of Business Requirements Gathering, Business Process Flow, Business Process Modeling and Business Analysis
• Excellent Business writing skills in writing Business requirements document BRD, Use Case Specifications, Functional Requirement Specifications FRS, Software Design Specification SDS, Software Requirements Specification (SRS), Software External Specifications SES, Software Requirement Document(SRD), Data Dictionary, Business Continuity Plan (BCP), Workflows and Unified Modeling Language (UML) diagrams such as Activity diagrams, Class diagrams and Sequence diagrams.
• Hvaing excellent working experience on Foreign exchange (FX) projects
• Excellent working experience on OTC and Exchanged traded derivatives trade life cycle and trade events
• Sound understanding of Object Oriented Analysis and Design OOAD and proficient in documentation of As - is and To-be business processes
• Experience in development methodologies like RUP, SDLC, AGILE, SCRUM and Waterfall
• Sound understanding of Object Oriented Analysis and Design OOAD and proficient in documentation of AS IS and TO BE business processes.
• Strong knowledge activities involving corporate actions data integration, Entitlement calculation, notification and reconciliations with custodian through SWIFT, management of Tax/ Market claims to be paid or redeemed.
• Have good understanding with entire phases of Software Development Life Cycle SDLC .
• Knowledge of RiskWatch, Calypso, PolyPaths
• Good exposure of different investement system like Eagle Pace, Wilshire and Portia.
• Familarity with data warehousing, data mining and data modelling.
• Strong experience in Derivative Pricing (Black-Scholes, Cox-Ross), and Derivatives Risk Management (Monte Carlo Simulation, VaR).
• Experience in Financial and Strategic Planning, Investment Analysis, Insurance, Fund Accounting, Stock valuation, Business Valuations, ROI Analysis, SWOT Analysis, Impact Analysis and Cost-Benefit Analysis Forecasting, Pro Forma analysis, P&L Management, Operating and Working Capital, Interest Rate Volatility, Budget Development, Project Management and Cash Flow Management
• Experience in Scrum Process and thorough understanding of Extreme Programming (XP), Agile Software Development Methodology and Object Oriented Analysis (OOA).
• Hands on experience as an expert user of MS Excel, MS PowerPoint, MS Access, Business Objects.
• Experience designing and developing SQL statements and queries for Oracle Sybase and SQL Server 2000 database.
• Basic understanding of Business architecture Zachman and POLDAT frameworks and Service-oriented Architecture SOA .
• Exposure to SAP Finance (FI) module.
• Good comfort level with Capital Markets, Money markets, Trading Systems, Derivatives (Strong in Options), Equities, Fixed Income, US government Treasury Securities (T-Bills, T-Bonds and T-Notes), Municipal Bonds, Stocks Trading Cycle, Margin Requirement, Mark to Market, Hedge Funds.

TECHNICAL SKILLS:

Languages / GUI: C/C++, SQL

Databases: Oracle10g, Sybase, PostgreSQL, DB2, JIRA

Modeling Tools & Languages: Rational Rose, MS Visio, UML

Project Management Tools: MS Project

Requirement & Traceability Matrix: Rational Requisite pro, MS Excel

Change Management Tools: Rational Clear Quest, MS Office, Snag-It

Testing Tools: LinkScan, QTP, Win runner, LoadRunner

Web Technologies: HTML, CSS, XML, LAMP, AJAX

Operating Systems: MS-DOS, LINUX RH 9.x

Banking Protocols: FIX, SWIFT

Financial Terminals: Bloomberg, Reuters, Capital IQ

PROFESSIONAL EXPERIENCE:

Confidential, Chicago IL

Responsibilities:

• Facilitated Joint Requirement Planning (JRP) sessions with SME’s in understanding the Requirements pertaining to Loan Origination to Loan Processing.
• Managed Joint Requirement Planning(JRP) seesions in recognizing the requirement relevant to Asset Allocation, Assetscenarios, Asset summaries and Goals
• Aggregated the Business Requirement from the users according to their need for software and developed Business Requirement Document(BRD)
• Involved in gathetring high level requirement and elaborated these requirements in user stories
• Developed the Feature Graph Document tho elaborate the fetures of application and process and structure of application
• Conducted Joint Application Development (JAD) sessions with IT groups. Identified the Key Changes, and participated in Stakeholder Management to communicate effectively with them
• Created use-case scenarios and storyboards in MS Word and MS PowerPoint for better visualization of the application
• Involved understanding the current business process, defining scope of the project along with position statement
• Designed and developed Use Cases Diagrams, Sequence Diagrams, OOAD using UML and Business Process Modeling.
• Created Tracebility Matrix to ensure all requirements are met.
• Reviewed test plan and test cases to ensure all the possible scenarios are covered
• Assisted the QA team in reviewing test cases, test plans and tested the final application for usability testing to verify whether all the user requirements were catered to by the application
• Created documents like business user stories, business requirements and system requirements
• Worked with SMEs to define current business process, identify gap in current & future process, look for bottlenecks.
• Applied Unified Modeling Language (UML) methodology to create use case and sequence diagrams
• Involved in software design meeting and developed design documents
• Performed Gap Analysis for new functionality requirements, as well as prioritized them based on actual business needs so as to align them with the product release roadmap.
• Developed strategic partnership with Business units to develop a solid knowledge on the base of business line, including the Business Plan Products and Process.

Confidential, New York, NY

Sr. Business Analyst

Responsibilities:

• Facilitated Joint Requirement Planning (JRP) sessions with SME’s in understanding the Requirements pertaining to Loan Origination to Loan Processing.
• Utilized Commercial Lending banking application and was responsible for the design and process flow of the system.
• Responsible for the quality of all changes to Empower, the mortgage loan origination system for the Retail branches.
• Responsible for defining and designing commercial lending loan approval process which resulted in data collection and analysis compliance
• Extracted the Business Requirements from the end users keeping in mind their need for the application and prepared Business Requirement Documents (BRD) using Rational RequisitePro.
• Reviewed Design Documents, Requirements Analysis Specifications with Project Lead, Business Owners and the Technical Lead
• Worked on Fixed Income, Bonds and Bond Trading Cycle, Equities and Equity Trade Cycle, Derivatives (Options and Futures), Portfolio Management, Wealth Management, and Sales and Marketing.
• Extensively involved with the trading activities of Credit Derivatives, Interest Rate Derivatives, FX Derivatives, Equity Derivatives and Commodity Derivatives; and Futures including Commodity Futures Contracts and Financial Futures
• Extensive work experience with Portfolio Managers, Experienced Traders, and Compliance Manager to configure the rule-based scenarios for capturing market and credit risk, general multi-factor sensitivity analyses, and PnL.
• Created and managed Project Templates, Use Case Project Templates, Requirement Types and Traceability Relationships in RequisitePro.
• Involved in creating automated Test Scripts representing various Transactions, Documenting the Load Testing Process and Methodology. Created meaningful reports for analysis and integrated the Performance Testing in the SDLC.
• Facilitated JAD sessions with management, development team, users and other stakeholders to refine functional requirements.
• Introduced Agile and RUP methodologies to reflect liquid nature of front-office improving time-to-market
• Implemented and managed the formal SDLC implementation using the RUP/Agile Methodologies (depending on the client and project)
• Developed and managed Project Plans and Schedules. Managed resolution of Project issues and conflicts.
• Extensively used tools such as Rational Rose, Rational Requisite Pro, UML, MS Visio, MS Project, MS Office, MS Access
• Worked as a User/Customer advocate and negotiated with user as well as with developers and management staff to resolve any requirement conflict to bridge the Gaps between IT and Business.
• Various versions of the documents generated during the project were maintained and managed using Rational ClearCase and performed defect tracking using Rational ClearQuest.

Confidential, Radnor Paoli, PA

Sr. Business Analyst

Responsibilities:

• Conducted one to one interviews with Portfolio Manager to gather Business Requirements and was involved in the documentation of Business Requirement Documents.
• Developed detail class diagrams and sequence diagrams using Rational Rose XDE implementing J2EE patterns in UML design.
• Involved in construction of data flow diagrams and documented the process.
• Assisted the Project Manager in setting realistic Project expectations and in evaluating the impact of changes on the organization and plans accordingly and conducted Project related presentations.
• Identified internal and external system Requirements, design and configuration set-up.
• Developed strategic partnerships with the Business units to develop a solid knowledge base of the Business line, including the Business Plan, Products, and Process.
• Worked with SMEs to understand various assets and security classes, exchange traded derivatives (such as futures, options on futures, equity options and index options), OTC derivatives (such as interest rate swaps, swaptions, credit default swaps and total return swaps) and portfolio allocation and management.
• Worked with FAs and RAs to conduct Credit Risk Measurements like calculation of RWA (Risk Weighted Asset).
• Translated the Business needs into system Requirements, communicating with the Business on a broader scale and with an in-depth view.
• Created the Mortgage Induction Manual that is now a walking encyclopedia for any new comer in the project including the IT members of the clients
• Design high level process flow to achieve CEOs vision high level process flow for the entire mortgage project.
• Designed and developed all Use Cases and UML models using Rational and Visio
• Participated in UAT and worked with Mercury Quality Center for bug and defect tracking.
• Involved actively in determining the quality and quantity of data to be provided for UAT.
• Conducted JAD sessions for communicating with Stakeholders and Project directors.
• Designed and developed Project document templates based on SDLC methodology.
• Developed Business Requirement Document as well as High-Level Project Plan.
• Functioned as the primary liaison between the Business line, operations, and the technical areas throughout the Project Cycle.
• Participated in the Logical and Physical Design sessions and developed Design Documents.
• Worked with developers to make sure that they understood the Use Cases.
• Designed and implemented basic SQL queries for QA Testing and Report / Data Validation.
• Partnered with the Technical Areas in the research and resolution of System and User Acceptance Testing.
• Worked with Quality Control Teams to develop Test Plan and Test Cases.
• Develop User Manuals, and Manuals as per Project Specifications and timelines.

Confidential, New York, NY

Business Analyst

Responsibilities:

• Worked with the business community to define business requirements and analyze the possible technical solutions.
• Requirement gathering, Business Process flow, Business Process Modeling and Business Analysis
• Worked with the Business community, Tech Lead and 3rd party vendors in gathering their requirements and data transaction information related to OLTP, OLAP and ASP.
• Co-authored business requirements document with project teams. Extract, discuss, and refine business requirements from business users and team members.
• Facilitated and managed meeting sessions with committee of SME from various business areas including Mortgage Servicing, Loan Monitoring and Asset Management.
• Lead Advantage Global accounting systems conversion from a custodial system to middle and back office systems in CALYPSO. Handled the project from acceptance testing/signoff to the go live stage in Products covered included Foreign exchange (FX), derivatives, Money market, swaps and debt.
• Configured Calypso for the conversion to handle the accounting systems conversion using my domain expertise in the said products.
• Helped with Data Mapping between the data mart and the Source Systems.
• Extensive work experience with Portfolio Managers, Experienced Traders, and Compliance Manager to configure the rule-based scenarios for capturing market and credit risk, general multi-factor sensitivity analyses, and PnL.
• Developed and implemented processes and tools for requirements gathering, analysis, planning, tracking and delivery using Rational Rose requisite pro - RUP
• Worked on resolving the issues and helped them adapt to the best practice for Calypso DTCC DS Match V12 SP2 module implementation.
• Performed Gap Analysis for new functionality requirements, as well as prioritized them based on actual business needs so as to align them with the product release roadmap.
• Designed and developed Use Cases and UML models using Microsoft Visio.
• Prepared and analyzed AS IS and TO BE in the existing architecture and performed Gap Analysis. Created workflow scenarios, designed new process flows and documented the Business Process and various Business Scenarios and activities of the Business from the conceptual to procedural level.
• Created new database objects like Tables, Procedures, Functions, Indexes and Views using T-SQL in Development and Production environment for SQL Server 2000.
• Coordinated activities between business unit and technical staff, developing new methods, policies, and procedures to meet the business needs, and will acted as primary trainer in of the business unit as it relates to business applications.
• To organize meeting and send agenda of the meeting, draft minutes to keep all invitees of the meeting on a same page.
• Organize weekly status meetings with the team to promote open discussion of business requirements and other system functionalities.

Confidential, San Ramon, CA

Business Analyst

Responsibilities:

• Worked with SMEs to understand various assets and security classes, exchange traded derivatives (such as futures, options on futures, equity options and index options), OTC derivatives (such as interest rate swaps, swaptions, credit default swaps and total return swaps) and portfolio allocation and management.
• Facilitated various JAD sessions with development architects and business leads to develop both high-level and detailed application architecture to meet business needs
• Designed and Developed the Business Objects Universes which suit the standard, analytical and ad-hoc reporting requirements of the Business Objects users.
• Worked on generating OTC Derivatives volumes by total trade, incoming/outgoing payment items, number of new transactions
• Extracted monthly data from Calypso system & interfaced it to the Geneva platform for generating volume reports (OTC derivatives, Exchange-traded derivatives, FX, Fixed Income)
• Gathered business requirements through interviewing internal business users, external users who were Traders, Brokers, Back office users and Risk analysts, surveys, prototyping, and UI (User Interface)
• Involved in creating Data Flow Diagrams for Database of the Investment Portfolios
• Conducted Data Modeling like Conceptual Design, Logical Design and Physical Design
• Collected business requirements to set rules for proper data transfer from Data Source to Data Target in Data Mapping
• Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database
• Created customized report using OLAP Tools such as Crystal Report for business use
• Performed data mapping, logical data modeling, used SQL queries to filter data within the Oracle database tables
• Collaborated with corporate accountants to analyze Financial Statements for Risk Estimation according to GAAP principles
• Analyzed and prioritized user and business requirements as system requirements that must be included while developing the software.
• Designed Report Template Design Documents
• Responsible for scheduling meetings with users, SMEs and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.
• Worked collaboratively with the User Group, User Experience Analysts, and System Analysts to help document custom and system modifications.
• Conducted UAT to confirm that all derivative products can successfully processed during the trade life cycle
• Developed BRDs, FRDs and FSDs using corporate templates; developed Use Case Diagrams, Activity Diagrams and Sequence Diagrams using UML
• Developed Traceability Matrix for maintaining/updating current and new system requirements using MS Excel.
• Produced and managed documentation on release activities to support problem resolution and post-release analysis.

Confidential, Stanford, CT

Business Analyst

Responsibilities:

• Met with stakeholders and users to review / manage expectations and identify opportunities to improve ROI.
• Extensively involved with the trading activities of Credit Derivatives, Interest Rate Derivatives, FX Derivatives, Equity Derivatives and Commodity Derivatives; and Futures including Commodity Futures Contracts and Financial Futures
• Used Agile Software Development process viz. Scrum, as this was a time bound project.
• Facilitated JAD sessions with end users, development and QA teams.
• Authored Business Requirements Document BRD with project teams. Extracted, discussed, and refined business requirements from business users and SME’s.
• Conducted review sessions on regular basis with QA and development teams for preparing status, delivery report and client reporting.
• Prepared Use cases and Activity flow diagrams and Work flow diagrams, considering the scope of the project with MS VISIO 2003.
• Responsible for improved service, reduce coding errors, improve consistency, improve profitability, improve cash flow and reduce facultative placement errors through a front-end reinsurance system.
• Involved in Managing Data modelling project from Logical design and implementation of Sybase Database
• Assisted in creating wireframes for web interface with the GUI design team.
• Moreover, I also authored functional requirements documents FRD by interacting with development team for improving client’s legacy system.
• Performed the client reporting and updating of the project on a regular basis
• Conducted status report meetings with the business and the IT team on a weekly basis, as the most important aspect of the project was Data Mapping.
• Prepared Business Object / Business Process Models that included modeling of all the activities of business from conceptual to procedural level.
• Assisted the development team in preparation of the CRUD Matrix.
• Exposed to SQL queries while churning out relevant information from company’s database.
• Assisted in system and user acceptance testing (UAT), free-trial demos, performed client presentations.
• Submitted change requests and worked with change request records in ClearQuest.
• Participated in entering and tracking system defects in Rational ClearQuest.