Skills

Please use this table to list the skills noted in the Required/Desired section of the requirement. In addition, please respond with the years of experience for each skill and the last time each skill was used. Add or delete rows as necessary.

Employment History

Confidential

Business Financial Analyst

Hardware/Software:

.COF File, Oracle 10g, MS Excel, MS word, MS Project, MS Visio, ASCII Files, Bloomberg DART

Responsibilities:

• Communicated with front-office traders regarding the trade-limit monitoring and client specification for the transaction size of their portfolios
• Mapped the traded securities in Bloomberg system and the legacy system of the bank to update the trade-books
• Created report using DART tool of portfolio risk and risk-limit violation for the risk management team and for OFAC and Basel-II
• Providing Ad-hoc service and consulting service to senior management in managing pricing of securities traded for proprietary portfolios
• Communicating with developers and database management analyst to develop the system for process transformation and application development
• Presenting Business solution to senior management to obtain sign-off and approvals for project plan and contract approval of vendor party
• Producing system integrated diagram in Visio Tool to explain the system integration interconnection and implementing intelligent solution to make the system robust and efficient
• Creating Project Plan for the entire project that determines and includes estimates of resources, planned timeline for each activity of the project, duration of the project
• Preparing Business Requirement document for determining project scope, current state and future state of the business process
• Created a Price Upload and Cumulative Average Price Upload files based off the Bloomberg Contributor Feed Specification that will be placed onto the Bloomberg FTP site.
• Analyzed table for various fixed income asset class of corporate bonds, mortgages, treasury for attribution report in dart tool and presented to the management
• Tested the new functionality of tax-lot trading for sell transaction in the Bloomberg Terminal
• Preparing Workflow diagrams analyzed AS IS and TO BE scenarios, designed new process flows and documented the business process and various business scenarios.
• Involving in Functional testing of the application and co-ordinate with the QA for testing the coding of the application
• Interacting and co-ordinate with customers for UAT and approving the application for deployment
• Assisting in the user acceptance test UAT and suggested recommendations for the applications
• Thorough documentation of the entire process-flow of trade order and post-trade accounting in Bloomberg Terminal and the back-office legacy system Paragon Accounting.

Confidential

Sr. Business Financial Analyst/Project Coordinator

Hardware/Software:

Excel 2007, Ms Access 2007, Gomez, Clarity, IRISE, HTTP Trace, Crystal Reports 11, Java, J2EE profiler, Lotus notes, Clarity, SQL 2005

Responsibilities:

• Gathering requirements from business analysts with data validations for risk solutions.
• Producing and managed documentation on release activities to support problem resolution and post-release analysis.
• Coordinated with the Director to manage project resources of implementation partner
• Prepared budget estimates and allocations for Director using MS project and Excel Spreadsheet
• Tracked various Task of Project Managers to map the milestones of the project and workflow progress, Collected updates of allotted Action Items to Project managers and technical leads
• Supported the Senior Management to implement Full-Proof incident management system by coordinating with system department and various vendor party to ensure expected performance and availability of the application
• Created Project Implementation Plan to determine the objectives, milestones, progress mapping, back-out dependencies Plans.
• Creating Process Work flows, Functional Specifications, and responsible for preparing Software Requirement Specifications SRS , Functional Requirement Document FRD .
• Involving in process modeling, conducted participated in Joint Application Development JAD sessions with System Users.
• Acted as a liaison between business group and Client site and advisories system department to get solutions for the requirements and determining the architecture and design of the To-be system.
• Performed System-Audit in the production support department to report on Outages and degradation of Client Web-site Performance and availability.
• Designed Entity-level diagrams and tables with the help of Database Architect using complex SQL queries and stored procedure to migrate client information from another database
• Coordinating with Off-shore team based in Bangalore and Hyderabad for production level support and resolving Client web-site issues and outages by initiating Bridge-call with On-shore and Off-shore Team members
• Managed and handled the onshore team consisted of 5 technical leaders supporting the Client web-site with Java-scripts and framework for Client-site integration, 3 Vendor system Check free, Mainframe IBM ,Thomson Reuters analysts and Coordinated with 4 Project managers to track the project status updates for reporting to Director.
• Involving in developing test case objectives to ensure accurate depiction and computation of risk of the securities, reported errors to the appropriate team.
• Developing Traceability Matrix for maintaining/updating current and new system requirements using MS Excel.
• Auditing System availability Performance using Excel based reporting Dashboard
• Reporting Presentation of Vendor system performance to Leadership
• Managing Extensive work with IT in process improvement, application research, and data vendor solutions. Developed process flows and system requirements when enhancements were requested
• Verifying the Business Scenarios on new builds to allow extended testing by the QA team.
• Involving in detailing project mission, Data Process Flow Diagrams and timelines.
• Forming a bridge between the Project Manager and different teams with effective presentations.

Confidential

Sr. Business Analyst

Hardware/Software:

MS-Access 2003/2007, MS-Excel 2003/2007, XML 1.1, OLAP cubes, Bloomberg API, Oracle 9i,Ms Visio, Rational Requisite Pro, Clear Quest, HPQC, IRISE professional edition

Responsibilities:

• Gathered requirements from business analysts with data validations for risk solutions.
• Developed and tested excel based application containing analytical add-ins
• Developed reports regarding the BAL application development using SSRS tool deployed the report on SharePoint
• Coordinated with a team consisted of 5 Senior Financial analysts to validate financial models and analytics testing, managed 3 junior business analysts to get support on facilitating meetings with Business department and Subject-matter experts for product development and documentation, and 1 Database administrator to get user-level rights for accessing database tables for UAT testing in pre-production environment.
• Manipulated the data coming from SQL database for testing the financial model.
• Created Process Work flows, Functional Specifications, and responsible for preparing Software Requirement Specifications SRS , Functional Requirement Document FRD .
• Tested existing excel application based on financial models and modified them by VBA coding
• Involved in detailing project mission, Data Process Flow Diagrams and timelines.
• Prepared Workflow diagrams analyzed AS IS and TO BE scenarios, designed new process flows and documented the business process and various business scenarios.
• Utilized Rational Unified Process RUP to configure and develop processes, standards, and procedures.
• Involved in the calculations and documentation using MS Excel, MS word, MS Access and PowerPoint.
• Participated in data modeling planning, designing, implementation of the data warehouse and conducted testing. Assisted data analyst in data mapping and data definition documentation.
• Analyze business requirements and segregated them into high level and low level Use Cases, activity diagrams / State Chart Diagrams according to UML methodology thus defining the Data Models.
• Involved in process modeling, conducted participated in Joint Application Development JAD sessions with System Users.
• Involved in Functional testing of the application and co-ordinate with the QA for testing the coding of the application
• Interacted and co-ordinate with customers for UAT and approving the application for deployment
• Assisted in the user acceptance test UAT and suggested recommendations for the applications
• Assisting Individual Investors, Hedge funds Investment Banks in using Excel Bloomberg Add-In and newly created Bloomberg templates for their individual portfolios management
• Dealt with volumes of large data and designed the conversion application keeping performance in mind.

Confidential

Sr. Business Analyst

Hardware/Software:

MS Access 2003, MS Excel 2003, SQL Server 2005, Ms Project, Rational Rose, MS PowerPoint 2003,Hyperion Essbase version 8

Responsibilities:

• Within the Agile methodology, ensuring the Requirements gathered are verified and confirmed by the Business and the Subject Matter Experts, by conducting Inspection Sessions and Obtaining Approval's and sign off's from Designated Stakeholders.
• Lead the team of 2 Business analysts with experience on VBA coding to drive the automation of Reporting Dashboard Construction and 1 VBA developer in on-shore team and another in London based office, Assisted 4 regional vice-presidents to determine their requirements for Portfolio reports and quarterly risk-management reports.
• Managed the process of generating the security- and portfolio-level analytics using Barclays Capital's formerly Lehman Brothers' Portfolio Index Tool POINT , and Citigroup's Yield Book for analyzing fixed-income treasury, high-yield debt securities, multiple months Libor futures contracts .
• Built new risk tools for Portfolio Managers. Analyzed and reported Portfolio Market Risk and Performance measures durations, spreads, tracking errors . Improved the accuracy of the descriptive and analytical data.
• Analyzed, explained and communicated levels and changes in market risk exposures and measures Value-at-Risk, Stress Tests, DV01 vs. limits to the traders, Risk Committees and senior management, via customized reports. Concentrated on Commodities and Fixed Income Mortgages and Money Markets .
• Analyzed risk drivers, principal trading strategies and trends through the use of risk decomposition tools Greeks, durations, market exposures , as well as a dialogue with traders and the quantitative modeling group.
• Designed Reporting framework used by Senior Level management for Balance sheet reconciliation and valuation changes for proprietor OTC derivative instruments mostly CDS, MBS
• Integrated data-mapping and usage in Access by stored procedure calls from SQL.
• Drove JAD sessions with users and IT groups to secure consensus on key requirements and specifications on pricing enhancements.
• Provided quantitative analysis of prospective and existing client portfolios in excess of 10 million
• Designed a 2003/2007 Excel VBA template for reporting limits utilization combining XML data via a web service and table-based report creation automating on-demand desktop creation of a 3 3 matrix of pivot tables and charts to assist traders in managing risk
• Tested macros to upsize access database to SQL server database related to portfolio reports
• Constructed financial models with the help of Quantitative team to calculate value at risk and stress using Variance-Covariance method for hedge fund trades. Products include equities, bonds, convertible bonds, equity options and warrants, FX derivatives, IR swaps and swaptions, MBS, ABS Interest rate Derivatives, Equity derivatives, Commodities Futures, Index Commodities ETFs and credit default swaps, Treasury Bonds, Fixed-income Securities
• Derived financial models to calculate asset allocation performance, manager selection performance and overall performance across 1,000 high net worth client portfolios. Models tracked portfolio performance with respect to original investment objectives and helped track investment manager performance
• Created Excel and VBA tools to track intraday and closing Greek risks and profit and loss over 16 interest rate derivatives trading books to analyze quantitative effects of parallel, beta, and PCA curve shifts on strategies, and to interactively construct global Libor, Treasury, real yield and breakeven inflation spot and forward rates curves.
• Designed an Access 2003 application for managing portfolio exposures and limits, both to minimize increasing complexity and to reduce risk-related to human errors.

Confidential

Business Analyst

Hardware/Software:

UML, Rational Rose, Requisite Pro, Rational Clear Case, Clear Quest, Win Runner 6.0, Oracle 8i, PL/SQL, MS Word, Excel and PowerPoint, IRISE Professional Edition

Responsibilities:

• Worked closely with the business users to capture their business needs which include requirements for data, reports, analysis, metadata, training, service levels, data quality, and performance.
• Assisted in building a Business Analysis Process Model using Rational Rose and Microsoft Visio.
• Implemented the SDLC for the testing life cycle and followed the standard process in the application.
• Worked on the complex business problems, analyzing and evaluating current business methods and procedures for improvements.
• Worked and supported a team consisting of 3 java-script developers and 2 quality analysts supporting the testing of the code, Coordinated with various subject matter experts End-users Financial Advisors to gather the requirements.
• Conducted JAD and RAD sessions and elicited customer requirements by organizing interviews with internal/external stakeholders and subject matter experts SMEs to create subject specific questionnaires for clinical trials.
• Used Clear Case for creating documents repository and sharing the documents across the team.
• Involved in requirements gathering and database design and implementation of star-schema, dimensional data warehouse using Erwin.
• Developed supported preparation of business case for potential COE centers which would result in long term operational savings of 1B
• Created a prototype and designed the database structure to improve project efficiency and execution
• Created a tractability matrix to ensure that the requirements are traced and matched up the test cases.
• Used IBM Web Sphere Business Modeler to fully visualize, comprehend, and documented the business processes.
• Involved in reviewing test plans and test cases and ensuring test cases reflect user needs. Also responsible for conducting user training and user acceptance testing to ensure and verify system is designed according to user needs.
• Ensured that extremely thorough, effective and organized test process is implemented and delivered the highest quality product.
• Worked closely with the project team in planning, coordinating and also have implemented QA methodology on various phases of the application.
• Analyzed results of Regression Testing as performed by Testers using Clear Case and held meetings with Developers and Testers.
• Interacted with the developers to report and track bugs using Test Director.