Sirisha Guduru

Summary:

Over * years of industry experience as a Business Analyst with solid understanding of Requirement gathering, Process flow, Process Modeling and Business Analysis.

Domain Understanding: Fixed income, Equities, Mutual Funds, and Derivatives.

Domain Expertise: Fixed Income investments are those which generally pay a return on fixed schedule, though the amount of the payments can vary.

Consists of Various types of bonds such as: Corporate bonds, Government sector bonds, Zero coupon bonds etc.

Yield to maturity, Put/call options, yield to call.

Accrued interest/Ex-interest, Total consideration and Deal Confirmations.

Expertise in Business Systems Analysis and Requirements Management.

Expertise in all the phases of the Software Development Life Cycle (SDLC), Waterfall, Agile Development and RUP methodology.

Experience in documenting user stories.

Experience in developing and writing functional business requirement and process flows.

Proficient in creating UML Diagrams, Process Modeling and business process flow diagrams via MS Visio.

Adapt in creating use case diagrams, state diagrams and activity diagrams using UML to make users and developers understand the system.

Experienced in conducting JAD sessions for project definition involving analyzing requirements, creating prototypes, user interface.

Experience with requirements gathering, planning, organizing, and change management

Excellent interpersonal and communication skills, including effective listening, customer orientation, strong presentation skills, and ability to convey complex information in easy to understand terms both in writing and verbally.

Detail oriented and dedicated with the ability to create, manage, and maintain relationships at all levels within an organization.

Developed implementation aids such as training manuals, and test scripts.

Education:

Annamalai University, Chennai, India 2004

Master of Financial Management (M.F.M)

Sri Chandra Sekharendra Saraswathi Viswa Mahavidyalaya College 2001

Deemed University, Chennai, India

Bachelor of Commerce (B.Com)

Certification:

Completed NCFM (Debt Market Module) with 75.75%

Experience:

TD Ameritrade, Cherry Hill, NJ Mar 2014 – Present

Business Analyst

TD Ameritrade is a financial services company. TD Ameritrade global equities sales and financial experts decided to leverage enterprise-wide capabilities to ensure that TD Ameritrade fulfills the equity requirements of the world's most sophisticated investors, from execution and sector trading to more complex risk portfolio trading and equity structuring. Project involved re-engineering and enhancement of web-based sales and trading platform for global equities and equity derivatives.TD Ameritrade mobile app the scope of the project was to have the updated protfolios of the client.Where they can view weekly,Bi-weekly,monthly statements. In Fixed Income group for financial advisory the scope of the project was to provide the consolidated platform for the client’s contact details, diversified investments as well as the brokerages paid.

Interacted extensively with various business groups, stakeholders and users to develop the Vision Document that is aligned with corporate strategic objectives.

Documented the “AS-IS” Business Workflows adhering to UML standards.

Managed the application support product backlog using JIRA cards.

Conducted daily scrum calls to identify road blocks.

Conducted Monthly Business Prioritization meetings with the stakeholders identify JIRA cards to be scheduled for the upcoming release.

Documented User Story using JIRA to detail the business need.

Conducted weekly sprint planning meeting with the developers and quality assurance analysts to review user story, assign story points and assign cards to a respective sprint.

Documented meeting minutes from JAD sessions and obtained sign-offs from JAD participants

Followed a structured approach to organize requirements into logical groupings of essential business processes, business rules, functional and non-functional requirements.

Identified use cases from the functional requirements, wrote use case specifications and created “TO-BE Business Process Workflow” diagrams (activity diagrams) in MS Visio.

Designed User Interface-level wireframes detailing interaction models and user experience using Axure.

Conducted requirement workshops to verify and validate business requirements.

Created use case diagrams using MS Visio to show interaction between the actors and the use cases as well as to demonstrate the relationship between the use cases.

Maintained a Traceability Matrix to ensure that all functional requirements are addressed at the use case level as well as the test case level.

Performed functional and GUI testing to ensure that the user acceptance criteria are met

Co-coordinated the User Acceptance Testing (UAT) on a daily basis with the SME’s to make sure that all the business requirements are addressed in the application.

Coordinated project scheduling and status reporting with the project manager.

Coordinated End User Acceptance testing with SME’s.

Conducted user acceptance testing to ensure that developed systems satisfied the needs of business clients as specified in the functional requirements. As well as identifying some bugs at the time of conducting the UAT.

Assisted the QA team for preparing the UAT templates and any queries to be met.

Communicated frequently with clients regarding applications functionality requirements.

Karvy Financial Services Pvt Ltd, Hyderabad, India Apr 2008 – Oct 2013

Assistant Manager in Fixed Income

Karvy’s financial services business is ranked among the top-5 in the country across its business segments. The Group services over 70 million individual investors in various capacities, and provides investor services to over 600 corporate houses, comprising the best of Corporate India.

The Group offers stock broking, depository participant, distribution of financial products (including mutual funds, bonds and fixed deposits), commodities broking, personal finance advisory services, merchant banking & corporate finance, wealth management, NBFC (loans to individuals, micro and small businesses), Data management, Forex & currencies, Registrar & Transfer agents, Data Analytics, Market Research among others.

The project is to create deal confirmation or contract note automated sent to customers for deal agreed. So that it can be accessed by the dealers at all over the branches.

KFIST - The project is to create automated form of mis-reports as per the desired layout of business.

KFIST CRM - The Scope of project is to create the automated form of dealer calling report to the management. So, that the dealer by the end of the day can report to the management about the feedback of the calls made. Which covered the features like the dealer name, customer name, date and time of call, any quotes sent, deals closed and deals lost if any the reasons for the deals lost.

The project is to create the automated form of updating the details of customer data throughout the branches of India and able to generate the reports in required formats for the business. Which consists of name of the customer, contact number, email id, fax no. etc.

Single client profile – Merge Client Financials is focused on defining a business strategy that delivers a complete, integrated Wealth Management, portfolio Management experience for clients and makes it easier for Financial Advisors (FAs) and Client Associates (CAs) to conduct business with Karvy Financial Services.

The Wealth Management Technology Platform (WMTP) will create a framework that will reduce the amount of data re-entry and prevent the entry of incorrect data that leads to reconciliation/aggregation issues.

Functioned as a primary bridge between the business, operations, and the technical team throughout the project cycle.

Involved in understanding current business processes as well as legacy systems.

Created As-Is Business Process Models using MS Visio.

Participated in Joint Application Development (JAD) sessions by convening project sponsors, end- user representatives, development team members, subject-matter experts, technical personnel, and different stakeholders to communicate their perspectives with each other, resolve any issues and come to consensus.

Documented meeting minutes from JAD sessions and obtained sign-offs from JAD participants.

Followed a structured approach to organize requirements into logical groupings of essential business processes, business rules, functional and non-functional requirements.

Identified use cases from the functional requirements, wrote use case specifications and created “TO-BE

Business Process Workflow” diagrams (activity diagrams) in MS Visio.

Designed User Interface-level wireframes detailing interaction models and user experience using Axure.

Conducted requirement workshops to verify and validate business requirements.

Created use case diagrams using MS Visio to show interaction between the actors and the use cases as well as to demonstrate the relationship between the use cases.

Maintained a Traceability Matrix to ensure that all functional requirements are addressed at the use case level as well as the test case level.

Performed functional and GUI testing to ensure that the user acceptance criteria are met.

Co-coordinated the User Acceptance Testing (UAT) on a daily basis with the SME’s to make sure that all the business requirements are addressed in the application.

Assisted the QA team for the UAT to ensure the end application is met according to the needs of the business.

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