PROFESSIONAL PROFILE:

• Over 20 years of experience in financial services industry in various roles such as Design analyst, Business Process Analyst, Product Owner leveraging industry tools like Rally and scrum methodologies.
• Certified scrum master.
• Domain experience includes Equities, Fixed Income, Bank Loans, Mortgage Loans, Derivatives, FX Forwards, Mutual Funds (including multi class mutual fund), Sec Lending, Repos, Money Market and Partnerships.
• Led strategic initiatives to transition from waterfall to Agile and evaluated industry leading ALM products and finally selecting Rally as an ALM tool which is now on boarded with several hundred users.
• Extensive experience in using tools like Rally, Visio, Share Point, Source Gear, MS Products etc.
• Passionate about Business analysis, designing and working closely with product management teams/clients/stakeholders to constantly improvise deploy new Product features based on Market and Regulatory changes

PROFESSIONAL EXPERIENCE:

AVP - Business & Design Analyst/Product Owner

Confidential, Princeton, NJ

Responsibilities:

• Provide Overview and Business Background of the Functionality enhancement
• Define the objectives along with Assumptions, Constraints and Risk
• Business Process flow “As- Is” and “To-Be” states, upstream and downstream Impact analysis, gap and improvement analysis,
• Use cases and examples
• User Interface mock up along with the behavior, validations and processing logic
• Data base, objects, JSON messaging definition, validations and processing logic
• Business objects and Data ware house definitions, logic and behavior
• Report requirements, Parameter definitions, processing logic
• User Acceptance Testing

Product Owner

Confidential

Responsibilities:

• Take lead of scrum team(s) as the Product Owner
• Providing vision and direction to the Agile development team and stakeholders throughout the project and create requirements
• Ensure that the team always has an adequate amount of prior prepared tasks to work on
• Plan and prioritize product feature backlog and development for the product
• Define product vision, road-map and growth opportunities
• Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy
• Provide backlog management, iteration planning, and elaboration of the user stories
• Work closely with Product Management to create and maintain a product backlog according to business value or ROI
• Lead the planning product release plans and set expectation for delivery of new functionalities
• Provide an active role in mitigating impediments impacting successful team completion of Release/Sprint Goals
• Providing Acceptance Criteria with User Cases
• Acceptance of User Stories after UAT

Sr. Business Analyst

Confidential, Princeton, NJ

Responsibilities:

• Business Process Mapping - Business Requirements Gathering and Analysis
• Functional specifications - Use Cases - Test Plan - Test Cases
• Work flow in Visio - Training Documents for Users
• Automation of manual process involving Financial Advisor Interface, Power Docs (Investor documentation module) and processing of the Private Equity and Hedge Funds trades in the Central Processing module of an in-house system.

Business Analyst

Confidential, North Brunswick, NJ

Responsibilities:

• An entrepreneurial initiative with an aim to build a Business Process practice for Financial services segment.
• Other focus was to help Mid-sized clients in identifying and fulfilling the resource needs in the areas of Technology and Business Process Management.

Financial Advisor

Confidential, Paramus, NJ

Responsibilities:

• The role involved, understanding and analyzing the needs of clients and help them achieve their financial goals with the products and services offered by Confidential .
• Advisory services include retirement planning (401(k), IRA etc., education planning (529 plans), investment planning, estate planning, insurances (life & Health) needs etc.

Business Process Engineer

Confidential

Responsibilities:

• As a Business Process Engineer, End - to - End mapping of AS-IS PROCESS and Re-engineering to have TO-BE Processes for Nedcor Bank's Securities and Custodial Services
• End to End Design Determine the requirements for internal process improvements
• End to end Service Level Agreements MIS on Process Performance (cycle time/errors/re-work/quality/cost and risk)
• Align designs with Architecture Recommendations and input to Business Structure Assess the impact and relationship of the new product/process to other products/ processes.
• Risk and Control Management within Process UAT Processes
• Was dedicated as a Process Analyst on Nedcor s project implementation for STRATE.
• Review and supply input to the Business specifications/requirements Identify manual functions in the Straight Through Process and mapping Document and workshop the processes on Straight Through Processing De-materialization, Failed Trades, Securities Lending and Borrowing, Corporate Actions Establish the anticipated resource requirement from the signed-off functional specifications, SLA s Create the Process Models, input to UAT and Test documented process Define by identifying, prioritizing and selecting the right project(s)
• Analyze key causes and process determinants Improve by changing the process and optimizing performance Test and Implement Process/Monitor Existing Process Establish time standards for Processes/procedures, Productivity measures Volume drivers for Costings, Processes for "Process change", Process Audits. Group Manager/Business Analyst at Financial Services
• Selling Financial Products, Securities Trading, Business Analysis.
• Vendor & Software Project Management
• Requirements Analysis
• Business Process Improvements
• Information Technology Strategy to convert from manual to straight through processing