SUMMARY

• Over twelve years of work experience in IT as Business Analyst, with experience in Finance, Mortgage and Retail markets.
• Primary roles of Developer and QA Lead supporting the areas of Client - Server Technology, Web applications and Data warehousing/ Business Intelligence in diverse business & technical environments.
• Expertise in managing Onsite and Offshore teams
• Exposed to all phases of Software Development Life Cycle. Involved with teams in requirements gathering, analysis, design, development, testing, implementation and maintenance
• Experienced in implementing SDLC methodologies including Waterfall Model, Agile methodology and Rational Unified Process (RUP).
• Expertise in using tools like TOAD and SQL Server Client for executing queries
• Solid experience in the mortgage banking and the lending scenario with a considerable knowledge of residential mortgage lending. Complete knowledge of pricing and the underwriting procedures in the mortgage industry.
• Extensive experience in managing business requirements gathering, analysis, design and implementing business systems projects within the Financial, Telecommunications and Risk Analysis domain applications.
• Excellent analytical, problem solving, customer relationship management and team building skills.
• Solid experience leading teams working on business process design, data warehouse life cycle and business intelligence related projects.
• Extensive experience defining stakeholder requirements, technical specifications, mapping document of data movement and BI reporting.
• Solid experience in design and execute testing cases, testing scripts from unit testing, user acceptance testing, integration testing and regression testing.
• Solid experience in applying business logic to define and execute data quality control using metadata and data profiling tools.
• Well experienced in all phases of SDLC (Software Development Life Cycle) with significant skills in requirement gathering, analysis, specification, design, development, deployment and testing.
• Good understanding and knowledge of RUP, Agile and Waterfall methodologies.
• Participate in requirements review, design review and code reviews to identify common errors
• Expertise in estimating and deriving schedules for development / test execution
• Experienced in replicating field issues reported by end users, investigate the problem and identify corrective measures
• Expertise in writing complex SQL queries to analyze the data and prepare dev guides accordingly
• Experience in working with Multiple Relational Databases like Oracle 9i/8i/7.x, SQL Server 2000, MS Access, XML and Flat Files.
• Enthusiastic self-starter with great work attitude, excellent communication, presentation and leadership skills. .
• Strong experience with SQL databases including querying and data manipulation.
• Experience in the preparation of BRDs Test plan documents.
• Test Management using QC and JIRA
• Creative Analytics/Operations professional with a focus on revenue generation, driving business process improvements thereby optimizing productivity.
• Highly effective project manager initiating/actively implementing priorities for business functions from sales productivity, RPA (HR, Corporate Finance) to revamping business processes.
• Very robust analytics focus managing full data/analytics life cycle - from request analysis to developing custom KPI’s helping make educated business critical decisions
• Served diverse domains from Asset Management, Commercial Lending, Online Marketing to NFP organization using data and analytics as a platform to unearth business prospects.

PROFESSIONAL EXPERIENCE

Confidential, NY

Senior Business Analyst

Responsibilities:

• Analyze the data quality of the strategic ODS data store as well as Legacy Router. Review timeliness, completeness and accuracy of the feeds with other operational and technology partners and participate in investigating any issues.
• Exposure across all critical business product groups (Cash Securities, Traditional Credit Products, Derivatives) and Investment Banking Operations activities (Credit Risk, Regulatory Reporting, Finance, and Market Risk).
• Perform reconciliation between credit products and the General Ledger using Business Objects reports.
• Work with Business Intelligence tool to develop numerous ad-hoc reports and provide data to Senior Management.
• Generate, distribute and present daily, monthly, quarterly and annual data quality exception reports and analysis for senior management.
• Coordinate with the technology partners in understanding the issue as well as discuss enhancements with downstream consumers and other Operations Teams.
• Partner with Project teams on new technology enhancements and perform test scenarios in UAT.
• Approach and engage Risk reporting, Operations and Technology teams to maintain a very high level of client engagement/partnership.
• Manage and update policy manuals and standard operating procedure documents.

Confidential, Edison, NJ

Responsibilities:

• Sole responsibility managing critical accounts: global credit rating agency, global news provider in North America
• Identify/prioritize high impact projects driven by client pain points, manage POC, transition to retainer relationships
• Primary business development role focusing on data management, reporting solutions and process improvements
• Partner with Data Infrastructure team and business owners to implement new data sources and ensure consistent definitions are used in reporting and analytics
• Developed process improvement strategies, increased scope of work by200% &spend by 125% to $1 MM
• Sold mortgages including new purchase, refinance, home equity lines of credit, and government sponsored loans.
• Prepared project plan, project scope and communication plan. Originated and underwrote residential mortgage loans for purchases as well as refinance transactions.
• Gathered and validated business requirements by conducting requirement workshops, surveys and analyzing existing systems
• Managed requirements by using priority matrix and RUP. Meeting with the prospective clients to provide a short presentation of the mortgage loan products that we offer.
• Wrote Business requirement document (BRD), Functional requirement documents (FRD) and designed data flows and workflows using Visio
• Worked closely with ETL developers, application team and business to in corporate the requested changes
• Interacted and coordinated with global teams to accomplish tasks. Managing the creative content that coincides with the promotional and special packages to attract mortgage loan customers.
• Facilitated meetings with users for requirement gathering, design changes and feedback
• Documented and tracked action items, issues and facilitated the resolution of project issues
• Conducted current-state (WIM) vs. future-state (MM) gap analysis and identified gaps and opportunities; documented steps to remediate gap
• Performed data migration, data issue resolution and reporting
• Performed data analysis using TOAD and conducted root cause analysis
• Managed database changes and issue log using Clear Quest
• Prepared user instructions, use cases, test cases to conduct User acceptance testing
• Managed, maintained UAT defect log and conducted review meetings for defect resolutions

Confidential, Yonkers, NY

Responsibilities:

• Established, managed relationship with consultant Data Scientists to profile high revenue generating users.
• Complete responsibility for Data Governance, cleansing, hypothesis testing, interpreting results, identifying causation vs correlation for future marketing efforts
• Increased Marketing spend by 22% in 4 years from $220 MM to $270 MM/year through enhanced vendor margins
• Revamped payment process to validate user’s saving8-12% in payables, shortened monthly closing cycle by 3 days
• Core member of a team that built a Campaign Management & Reporting System (CMRS) to track marketing spend, revenue and profitability across every aspect of product and vendor relationships.
• CMRS came to be adopted across the organization and became an integral part of daily operations and senior management reviews
• Solely responsible for developing and executing project to install new servers in Asia to better serve users and increase revenue.
• Built consensus around relationship between low latency and higher click ratio driving revenues.
• Carried out a massive data aggregation effort to bracket click ratio in microsecond groups to help deliver $2MM/year in incremental revenues.
• Built Tableau dashboards for daily monitoring of marketing spend by salesperson, product, vendor to help
• Chief Marketing Officer identify subpar investments and to institute corrective measure with minimal hit to profitability.

Confidential, Waltham, MA

Responsibilities:

• Business development/account management role leading to consulting sales of $1.5 + MM in 18 months
• Enhanced marketing effectiveness for non-profit, yielding higher donations by aggregating structured and unstructured donor data from 17 disparate information repositories
• Provide counsel to senior leaders on strategic business, product enhancements for back office asset management
• Completed white space analysis identifying untapped markets/customers and diversifying product portfolio sales

Confidential, New York, NY

Vice President - Head of Business Intelligence

Responsibilities:

• Presented quarterly to Board of Directors on state of business and recommendations for new markets for SBL
• Secured approval and funding for projects from the Board to enhance Credit Operations, sales force productivity
• Developed, executed sales campaigns for 80-member team - tracked pipeline, sales funnel and conversion
• Established partnerships for inside sales capabilities to generate qualified leads to sales force
• Chosen as a candidate to lead efforts with CIT Bank for mortgage platform to have a strong presence for online applications for fixed rate and ARM loans, origination and refinance.
• Build out internal platform including marrying credit processes and documents to the partly automated process.
• Build out market differentiator and value propositions for relationship pricing for CIT Bank customers
• Automate credit department processes and act as change manager to move from Excel files to real time platform sharing documents, approvals.
• Integrated with Salesforce for sales team awareness of application status.

Confidential, New York, NY

Vice President

Responsibilities:

• Completed analysis of sales events/rewards program effectiveness leading to $2MM in annual savings
• Conducted book of business analysis to enhance penetration of market data feeds based on customer segmentation
• Built and managed commissions platform for a $200 MM sales organization
• Undertook massive data aggregation efforts across Thomson products to conduct detailed sales force analytics
• Built sales “dashbook”listing client engagement, duration, product spend by sales rep leading to sales of ~ $15 MM
• Analyzed depth of product portfolio, spend concentration & “at risk” clients/product groups to prevent customer loss
• Based on client segmentation by duration, AUM, and product usage, implemented a tiered price increase adding $3 MM (net of client attrition) to the bottom line
• Managed C-level client relationships, contract negotiations & expanded into M&A and FI functions
• Developed buy-side insight into LATAM and Asian markets for ADR listings, increasing revenues by $2 MM
• Built40-member global team focused on product development, sales and project deliverables for global clients

Confidential, New York, NY

Director - Global Equities, I-Banking Consulting

Responsibilities:

• Founding member of group growing revenue to more than $25MMover 6 years
• Led group that advised Equity Capital Markets division of Goldman Sachs for IPO and secondary offerings
• Investor Relations consulting to attract long-term, relationship-oriented institutional investors
• Instituted and conducted ‘situation’ analysis (Dividend policy changes, ADR listings) to target appropriate investors
• Managed team of 4 analysts to research trends in the ADR market for largest ADR repository, JP Morgan
• Performed extensive sell-side research in the following industries: Petrochemicals, Man-Made Fiber and Steel
• Developed relationships with, and sold ad-hoc research projects to asset managers