JASPREET SINGH
OBEROI
Cell 646-***-****
Bellmore, NY 11710 Home (516)-804-
0187
**********@***.***
SUMMARY
Over 8 years of industry experience with 7 years of diverse progressive
experience in Information Technology, with emphasis on Business Analysis
and Software Development. Expertise in working with Business Analysis,
Business Process Models, Business Flow Diagrams, Business Requirement
Documents.
. Working experience with E-Commerce, Investment Banking, Call Center
(Telephony), Private Equity, Hedge Fund, Insurance as well as Business
Relations environment.
. Significant experience working with mergers including Bear Stearns-JP
Morgan Chase, Bank of America-Countrywide and TigerDirect-Systemax
Inc.
. Experience working with SAP ASAP Methodology for ERP Implementation
for the Resource Management Module.
. Extensive experience in working in all phases of the System's
Development Life Cycle (SDLC).
. Experience in authoring Business Requirement Documents (BRD) by
gathering Business Requirements and Expectations from Subject Matter
Experts (SMEs) and defining business processes, identifying risks,
performing Gap Analysis, Feasibility Analysis and Impact analysis.
. Excellent analytical skills in understanding business requirements,
developing functional, and technical specifications for business
process refinement and automation, data modeling, System Architecture,
conducting feasibility studies, Scope Documents.
. Proficient in preparing Business and System Use Cases and supporting
all the documents with UML Diagrams such as Use Case Diagrams, Class
Diagrams, Activity Diagrams, Data Flow Diagrams, Sequence Diagrams,
Process Flows (Business and System) using UML modeling tools such as
MS Visio and Enterprise Architect.
. Organized many Joint Application Developments (JAD) sessions and Joint
Requirement Planning sessions (JRP), walkthrough, Interviews,
Workshops with end-user/ clients/stakeholders and the IT group.
. Proficient in designing, reviewing and documenting System Test Plans,
Defining Test Procedures and Creating Test Cases on the basis of
product release features, client's requirements and related technical
documents.
. Strong analytical, problem- solving and communication skills with
particular emphasis on clear, detailed Business Requirements and
Functional Specifications.
. Team Player, result-oriented, fast learner, excellent communication
skills with strong research capability.
TECHINICAL SKILLS
Business Skills: Business Requirements, Business Process Analysis & Design,
Requirement Gathering, Use Case Modeling, JAD/JRP Sessions, Gap analysis
and Impact analysis.
Systems / Applications: Microsoft Excel, Access, PowerPoint, SQL, MS
Project, Lotus Notes, Snag IT, Computer arrangement, SPSS, QuickBooks,
Peachtree, Turbo-Tax and Degree in CAD Programming.
EDUCATION:
. St. John's University, Queens, NY U.S CITIZEN
Bachelor of Science in Accounting Degree in
Computer Architectural Design
EXPERIENCE AND QUALIFICATIONS:
Systemax, Port Washington, NY Employee September
2012-Present
Lead Business Analyst/Project Manager
Systemax, Inc., is a Fortune 1000 company based in Port Washington, New
York that sells personal computers, computer supplies, consumer electronics
and industrial products through multiple e-Commerce web sites and retail
stores, as well as through relationship marketers and direct mail catalogs
that are circulated in North America and Europe. Worked on enhancements,
new functionalities, business solutions on an internal CRM based ERP
application called PCS (Profit Center Solution) managing several segments
of e-commerce lifecycle and its interaction with its
marketing website and its merger with TigerDirect.
Responsibilities:
. Implemented several enhancements improving Business Process within
PCS.
. Gathered Requirements from Business including Sales Managers, Sales
Reps and converted those requirements into Functional Requirements by
constructing prototypes, and delivering solutions within PCS.
. Performed GAP Analysis on the Systemax-TigerDirect Merger analyzing
Business Gaps used by TigerDirect in PCS and determining solution
working with the Product Specialist.
. Worked on different Business modules in PCS including, Product
Maintenance, Order Processing, Customer Service, Systems Manager and
Web Management.
. Managed Business Analysis team and coordinating successful completion
of enhancements with development team overseas.
. Constructed BRD's, FSD's on implementation projects such as
Personalization of items for App and Web and Sales Manager's Account
Plan details sales projections for Sales Rep on PCS.
. Constructed Test Cases/Test Plans including Use Cases to test out
functionality created both for App and Web.
. Worked with Developers from Systemax Asia resolving issues for
Prototype design and Database changes.
. Used Oracle Toad to analyze Database fields in PCS database and data
mapping it to fields on PCS App
. Worked on over 10 enhancements at a time in a very rapid agile
lifecycle environment.
KPMG LLP, NYC, NY Consultant February
2011-July 2012
Management Consulting-Lead Business Analyst/Senior Associate
KPMG LLP, the audit, tax and advisory firm, is the U.S. member firm of KPMG
International. KPMG delivers a globally consistent set of multidisciplinary
services based on deep industry knowledge. Management Consulting- KPMG's
professionals combine technical, market, and business skills that allow
them to deliver objective advice and guidance that help the firm's clients
grow their businesses, improve their performance, and manage risk more
effectively.
Responsibilities:
. Freddie Mac: Project Manager at Developing Methodologies Engagement to
simplify current Methodologies within Freddie Mac. Performed construction
of As-Is process flow diagrams by their System, Deliverables and Controls
for SDLC Methodology, Infrastructure Methodology, Enhancement and
Emergency Methodologies. Analyzed Project Methodologies and Provided
Recommendations for Gaps, Waste(Inconsistencies), and Streamlining
Opportunities. Created Roadmap for future State of Project Methodologies
at Freddie Mac by reducing cycle time and merging processes.
. KPMG LLP IBS-Resource Management Release 1.5: SAP Engagement- Lead
Business Analyst/Project Manager working on internal KPMG IBS
Implementation for the Resource Management Module. Performed construction
of Process Definition Documents, Functional Specification Documents, Test
Cases. Lead Business Process Engineering constructing data flows for as-
is and to-be interfaces. Interacted with Business to capture in depth
requirements for the purposes of GAP Analysis, documenting Business &
Functional Requirements and identifying Integration Points as well as
determining Interfaces for the to-be process.
Vitech Systems, NYC, NY Consultant
October 2010-December 2010
Lead Business Analyst
Vitech Systems Group is the world's leading provider of administration
software to benefit and investment organizations. Vitech offers its clients
both its proprietary software and related solution design, implementation
and ongoing support services. This is powerful software with a global user
community, a vibrant upgrade path, extensive industry-specific capabilities
and integrated enterprise features including CRM, imaging, workflow and
self-service. Project involved making GSAM Demo for Citibank with Hedge
Fund Transactions for Equitrak Application. EquiTrak is powerful software
for the unique needs of alternative asset investors, funds and
administrators.
Responsibilities:
. Managed GSAM Demo presentation for Citibank with Equitrak Reporting
Application to Senior Management
. Organized and Conducted JAD sessions to allow Citibank clients to
communicate their perspectives with Vitech Management and Analysts and
resolving any issues/disconnects by coming to an agreement quickly.
. Equitrak application functions included Generating Reports from
selections made in Parameter Screen such as Fund Group, Main Fund,
Class, Series, Private Contact and Institutional Investor.
. Prepared documentations including Business Requirements Document,
Functional Specification Document and Traceability Matrix.
. Managed complex Hedge Fund Transactions including Redemptions,
Subscriptions, Transfers, Exchanges for Confirms and Contract Reports.
. Constructed reports including Confirms, Contracts, Cash Flow Reports,
Investors Holding Statement and Investor Contact Details
. Worked with Developers from VitechAsia resolving issues for UI Design,
Report Calculations and Report Formatting using Crystal Reports.
. Used SnagIT to construct Prototypes, Screenshots for Parameter Screens
to Generate Reports as well as constructing Initial Report Prototypes
for Developers and Citibank.
. Translated business needs into written business requirements and
Functional Design Documents including prototypes, wireframes and
clickthroughs.
. Equitrak Application calculated several value Fields such as Unit Net
Asset Value, Gross Redemption, Net Value, Penalty Fees, Units as well
as the Transfer/Switch Methods.
. Coordinated system deployment with tasks such as QA, UAT roll out by
constructing Test Cases/ Test Plans and Issue Logs.
IIE, NYC, NY Consultant
July 2010-September 2010
Lead Business Analyst
An independent not-for-profit founded in 1919, IIE is among the world's
largest and most experienced international education and training
organizations. IIE promotes closer educational relations between the people
of the United States and those of other countries and strengthening and
linking institutions of higher learning globally. Projects at IIE included
managing Enterprise and FSP applications by implementing functionalities of
IIEWide (Prior Application). Managed project through construction as a Lead
BA/Project Manager.
Responsibilities:
. Project Manager/Snr. Business Analyst working with a team of 8,
including developers, designers, testers and usability architects. In
6 weeks, directed efforts in a prioritized manner to ensure
coordination and a series of other projects met milestones.
. Initiated projects to implement legacy platform to manage Scholars
from various countries and organizations.
. Involved in documenting the business process by identifying the
requirements and also involved in finding the system requirements from
Higher Management to incorporate in Enterprise application used
Globally by IIE Staff.
. Involved in managing Data Migration from Legacy Application to
Enterprise and FSP with correspondence to the Business Requirements
. Managed project budgets from funds of up to $500,000 and short-term
projects of around $90,000 budgets.
. Prepared the Functionality Test Plan which was used by testing team
while doing their testing process as well as presented Back End
Testing scenarios by using SQL Server
. Assigned Q.A. team members to develop test cases, browser
requirements, functional analyses of application, and worked with
internal and external clients, content producers and stakeholders to
conduct interim project reviews and final project tweaks prior to
launch. Obtained multi-level signoff on projects and contests prior to
approval.
. Organized post-launch review meetings to revisit project strengths and
liabilities, and to build out better processes for future projects.
Team building and wrap-up continued up to this point.
Bank of America, Newark, DE Consultant October
2009- June 2010
Lead Business Analyst
Bank of America is a financial services company, the largest bank holding
company in the United States, by assets, and the second largest bank by
market capitalization. Project involved several migrations for Bank of
America and Countrywide Merger. CCIQ (Contact Center Intelligence Quality)
projects revolve around capturing call statistics and recordings to enhance
call handle times and improve performance enabling expedite time call
resolution. Project at Bank of America was managing Symon technologies
migration due to the Countrywide merger. Managed 12 project migrations as a
Lead BA in several locations in Call Center environment.
Responsibilities:
. Coordinated and managed various moves with BOA Call Center/
Countrywide merger in relations to Symon Technologies.
. Implemented change management with two different Bank structures to
create new methodology within CCIQ.
. Interacted with Project Managers and High Level Management on daily
occasions to understand and get requirements.
. Interacted with Product Controller in Accounting to understand and
gather financial budgeting to create sizing for the requirements and
scope document.
. Created sizing for the budget/clarity of the team by working with the
Financial Coordinator to forecast hours and project costs.
. Prepared and distributed to higher management weekly as well as
monthly Team reports documenting and monitoring and performance of
project, executed and upcoming tasks
. Managed the Budget interacting with Symon technologies management and
Call Center cost center.
. Prepared Pre-Installed Checklist used for hardware installations via
undergoing training from the Bank and Vendor Management.
. Managed Symon interaction with Bank Call Center after Countrywide-
Symon SME resigned.
. Managed migration of many applications such as Deskview Licenses,
Clickfox and IEX as well as migration of Hardware including SDA
devices, Plasma Boards, Wall Mounts and other requirements.
. Prepared documentations including Scope Document, PIW (Post
Implementation Warranty), HLD/LLD, BRD, WBS, and Bank-Symon vendor
Checklists.
. Successfully migrated 4 Hardware installations and 3 Software
installations in different locations in the Call Center Environment.
. Led multidisciplinary team of up to 3 to 13 developers, designers,
testers working on multiple projects and locations simultaneously
. Used MS Office suite components for project tracking, documentation,
and presentation to senior management.
. Delegated Q.A. team members to develop test cases, functional analysis
of Hardware implemented, and worked with internal and external
clients, and stakeholders to conduct interim project reviews and final
project tweaks prior to launch. Obtained multi-level signoff on
projects prior to approval.
Morgan Stanley, New York, NY Consultant
June 2008-August 2009
Financial Business Analyst
Morgan Stanley Private Equity is the firm's primary business for investing
in large and middle-market private equity transactions globally on behalf
of its clients. The Project at Morgan Stanley was upgrading Web based
application Module that involved Global Equity to assess, research, analyze
and document business and systems needs in order to resolve business
systems issues by recommending business solutions that meet
sponsor/stakeholder needs.
Responsibilities:
. Initiated walkthroughs and interview with the Subject Matter Experts
(SME) and stakeholders to keep track of user requirements.
. Implemented RUP within the different groups involved in the project to
configure and develop process, standards and procedures.
. Application adjusted reported net income to improve comparability
across sectors and regions.
. Delivered the following artifacts; High quality Business Requirement
Documents along with screen mockups and conversion requirements after
analyzing artifacts with internal and external customers.
. Prepared business process models and used Visio to create Use Cases
and sequence diagrams.
. Conducted JAD sessions to allow different stakeholders to communicate
their perspectives with each other, resolve any issues and come to an
agreement quickly.
. Conducted Requirement analysis and Design Walkthroughs with the
designers, developers and management staff.
. Collaborated with developers and internal experts to establish the
technical vision and analyzed tradeoffs between usability and
performance needs.
. Used MS Office suite components for project tracking, documentation,
and presentation to senior management.
. Worked on designing the screens and developing screen shows, and
prototyping of the user interface and usability testing using Snag It.
. Involved in designing, reviewing and documenting System Test Plans,
Defining Test Procedures and Creating Test Cases on the basis of
product release features, client's requirements and related technical
documents.
JP Morgan Chase Investment Bank, New York, NY
Consultant 06/2007-05/2008
Financial Business Analyst
JPMorgan Chase & Co is a leading global financial services firm with assets
of $2.1 trillion and operations in more than 60 countries. The firm is a
leader in investment banking, financial services for consumers, small
business and commercial banking, financial transaction processing, asset
management, and private equity. Project involved Merger of Bear Stearns and
JP Morgan Investment Banks. Project included preparing monthly global error
reports and maintaining an open channel between the analytical and
financial teams within JPMorgan as well as giving confidence and strategic
advisory services to both shareholders and customers.
Responsibilities:
. Developed monthly global error reports for senior management for the
purpose of tracking and reducing errors.
. Acted as an interface between the Project Manager and Developers and
QA Team on Requirement and Change Requests.
. Contributed to the various aspects of the control framework: Monthly
Accounting, Control Self Assessments, Headcount Analysis, and prepared
manual entry analysis.
. Developed a real estate strategy for the Rates & FX trading desks and
coordinated real estate moves between the major trading desks in
Rates.
. Used SQL to generate error reports for drill down analysis on metrics
to support global monthly error reports by region and LOB as well as
monthly business reviews and key planning milestones for future
forecast.
. Analyzed data for different products such as FX, Swaps, Options,
Government Trading and Global FXO.
. Analyzed data for various roles such as Sales/Marketing, Ops-Trader
Support-P&L and Risk, Finance/Accounting Staff and Settlement and
Funding.
. Created the Use Case Model and detailed Use Case from the requirement
specifications in Rational Rose.
. Used Rational Requisite Pro for managing the requirements and
evaluated the Use Cases from the Rational Rose Models.
. Created Class Diagrams and using MS Visio.
. Prepared the Business Process Model using use case diagrams by
studying the system with the end users.
. Coordination of all aspects of the Bear Stearns/JPM moves, including
market data, desk top, Lotus Notes, Communications and equipment.
. Developing a move pipeline and a move checklist to make certain that
we anticipate change and future needs.
. Met with client groups to determine User Requirements and System
Goals.
. Involved in documenting User Requirements Document (URD) and
Functional Requirements Document (FRD) and Technical Specification
Documents.
. Project tracking and documentation using MS EXCEL, Access, and Word.
All State Insurance, Mercerville, NJ
Consultant 04/2006-05/2007
Business Analyst
A Fortune 50 company, with $149 billion in assets, Allstate sells major
lines of insurance, including auto, property, and life and commercial.
Project was related to a comprehensive online request for auto insurance
quote processing. The system runs on Mainframes and has a Web-integrated
front end that provides free auto insurance quotes.
Responsibilities:
. Initiated walkthroughs and interviews with the Subject Matter Experts
(SME) and stakeholders to keep track of user requirements.
. Prepared vision document, Business Requirement Document and supporting
documents in the inception phase.
. Managed Software Development Life Cycle (SDLC) using waterfall
methodology.
. Responsible for defining the scope of the document, gathering business
requirements, involved in gap analysis and document them.
. Involved in preparing Use Cases and Business flow diagrams for the
applications using UML.
. Generated reports periodically on requirements coverage, project
schedules, test metrics and test coverage for managerial decision
making and forward planning.
. Responsible for JAD/JRP sessions with users and stakeholders to
identify problems, resolve issue and improve the process to ensure a
stable and accurate solution.
. Interacted with system architects and developers to finalize
application functionality and navigation and update on functional
requirement.
. Wrote Use Cases narratives to show how the system works.
. Used MS Visio to create Use Case diagrams.
. Participated in meetings with Developers, Project Managers and Quality
Analysts to discuss business requirements, test planning, test cases
resource utilization, and defect tracking.
. Extensively interacted with the QA Team in executing the Test Plans,
Providing Test Data, Creating Test Cases.
STP Designs & Sourcing (Garment Production Company), Empire State
Building, NY
Business Analyst/Financial Accountant Consultant
01/2004-04/2006
. Responsibilities including managing Accounts Payable and Accounts
Receivable.
. Managed post details of transactions, total accounts, and computing
interest charges.
. Worked as a liaison with vendors across EMEA to gather and understand
requirements.
. Produced UML diagrams to design garment specifications as well as
documentation including BRD and Sequence Diagrams.
. More detailed tasks include total, balance, and reconciling billing
vouchers; ensure the completeness and accuracy of data on accounts;
and code documents according to company procedures.
. Used Quickbooks, Microsoft Office, Excel, Access, SPSS to document and
complete transaction details.
Jackson Hewitt Tax Preparation Services, New York, NY
Consultant 02/2003-11/2003
Accountant/Financial Analyst
. Working under CPA, requiring multi-tasking including managing and
preparing income taxes in a fast paced tax season environment.
. Preparations include computing tax amounts, interviewing clients about
income, expenses, investments, and other information.
. Used Peachtree, Excel and Jackson Hewitt Software programs to compute
and complete tax returns and compute interests on transactions.
Languages: English, Punjabi, Hindi, Urdu and currently learning Spanish.