Project Management

Bhavna Shah

************@*****.*** C: 732-***-****

Summary:

• 9 years of overall work experience including over 5 years of Business Analysis experience with

solid understanding of Business Requirements Gathering and Business Process Modeling

• Acquired extensive knowledge of financial products and services, such as Fixed Income

investments, Derivatives, Equities, Investment Banking and Brokerage, Acquisition & Mergers,

portfolio management, Risk Management and Wealth Management

• Proficient at working with the business community/end users to understand the business domain,

gather requirements, analyze them and subsequently use Rational project and design tools to model

the requirements.

• Comprehensive knowledge of and solid experience in SDLC Methodologies like Waterfall and

RUP.

• Experience in conducting Joint Application Development (JAD) sessions to iron out issues and

to accelerate the requirements gathering process.

• Well versed in Requirements/Change Management, Impact Analysis and Gap Analysis

• Interviewed SMEs and Stakeholders to get a better understanding of client business processes

and gather business requirements

• Comprehensive knowledge of Agile, RAD, XP, and SCRUM

• Expertise in the management of User Request Change, and handle user conflicts.

• Extensive experience in documentation of business requirement documents (BRD) and

functional specification documents (FSD)

• Experience in process modeling using UML (Use Cases, Sequence Diagrams, Activity Diagrams,

Class Diagrams and Data Modeling)

• Experience in writing SQL scripts and reporting the results to the business team

• Assisted in UAT of software both before and after the completion and documented the results

• Strong Analytical and Problem Solving skills, Multi-Tasking abilities, with proven experience

in utilizing people and process knowledge to assist enterprises in making critical decision

TECHNICAL SKILLS:

Modeling Tools : UML, Rational Rose, Requisite Pro, Microsoft Visio, MS Word, MS

Excel and MS PowerPoint

Modeling Techniques : Use Case Modeling, UML

Methodologies : RAD and RUP

Operating System : Win 95/98/NT/2000/XP, UNIX

EDUCATION:

MASTERS IN BUSINESS ADMINISTRATION

Pune University, India

BACHELOR OF COMMERCE

Pune University, India

• Bank of America / Merrill Lynch, Hopewell, NJ June ’09

– Present

• Business Analyst

• Worked for the Broadcort division of Merrill Lynch. Broadcort® provides solutions and

services to support trading requirements of various firms including trade execution, client

reporting, clearing, settlement, custody, and reporting for equities, options, and fixed income.

• The project involved development of business requirement documents along with technical

and functional specifications for an ongoing effort to integrate the existing Broadcort application

from Merrill Lynch platform (MLX) to the Bank of America platform (GM portal).

• Also worked on a decommissioning project. The project involved the decommissioning of

the current Merrill Lynch Content Management Tool Stellent to Bank of America’s PCMT.

• Responsibilities:

• Interviewed SMEs and Stakeholders to get a better understanding of client business

processes and gather business requirements

• Conducted business user meetings, interviews and JAD sessions

• Documented the Business Requirement Document (BRD) and Functional Specification

Document (FSD)

• Overlooked version controlling and ensured objects are checked into the repository

• Tracked and updated issues in JIRA on a weekly basis

• Generated Reports and provided updates to senior management

• Developed high level test scenarios and test cases for validation and testing of features and

functionalities

• Obtained signoffs from stakeholders on the UAT plans, results, etc

• Involved in Functional Testing, Bug tracking and Reporting.

• Participated in enhancement review meetings.

• Conducted GAP Analysis on the existing content management tool Stellent vs the to be PCMT

Environment: MS-Office, MS Excel, Oracle, SQL, TestTrackPro, XML

Pershing LLC, Jersey City, NJ Jan’ 08- June’ 09

Business Analyst/Project Coordinator

Pershing provides securities clearing, execution, and settlement services to more than 1,100 financial firms

and investment advisors worldwide. The focus in this project was to enhance the Net Exchange Pro portal

with respect to existing features and incorporating new functionality as required by the business group.

Responsibilities:

As a Business Analyst

• Worked on the projects using the AGILE (SCRUM) methodology

• Performed GAP analysis of business rules, business and system process flows, user

administration to be used for the new enhanced portal

• Supported Unit Testing and System Integration Testing (SIT)

• Responsible for developing Business Requirement and Functional Requirement Document

and documenting the requirements in Mercury Quality Center

• Used SQL for data extraction and manipulation

• Worked with the User

experience team to design the GUI for the application

• Partnered with the LOBs to understand strategic goals, and identify technology components to

enable business results

• Partnered with the product owner to create user stories and prioritize requirements

• Successfully conducted JAD sessions, which helped synchronize the different stakeholders on

their objectives and helped the developers to have a clear-cut picture of the project. Performed root

cause analysis, developed solution options, and influence the organization to adopt recommended

solutions/trade offs.

• Managed a central repository of all configuration item changes to the baseline application

configuration and defect tracking using Rational Clearquest

As a Project Coordinator:

• Coordinated activities with Team Leads, Technical SME*s

• Maintained up-to-date project schedule with all tasks, responsibilities, and dependencies

• Provided weekly status report tracking schedule, results, and activities

• Developed and maintained project team artifacts (i.e., meeting notes, action item log, schedule, etc.)

• Communicated project status, milestones, and issues to the program manager

• Worked independently and with Project Team members to ensure task-level plans are completed and

executed on track

Environment: RUP, Rational Rose, Rational Requisite Pro, MS Office (Word, PowerPoint, Visio),

HTML, MS Visual Studio.NET, ASP. Net, C#, Server 2000

MetLife, Somerset, NJ Feb’06 – Dec’07

MetLife is primarily a life insurance company providing insurance and other financial services to its

customer base across the US. The purpose of the project was to promote the newly merged GUL and the

Term Life websites which facilitated the customers to have a single point of access while enrolling for

their Life products.

This was done by performing marketing campaigns on bi-weekly and monthly basis. The purpose of these

campaigns was to ensure that all their existing customers are aware of the entire insurance product

Responsibilities:

• Gathered business requirements, documented use cases, conducted user acceptance testing, and

documented results for new direct mail program.

• Responsible for developing Business Requirement and Functional Requirement Documents.

• Interact with multiple cross-functional teams ensuring that all business requirements are captured

correctly and report progress to all levels in the organization.

• Develop test and control scenarios to help measure incremental impact of direct mail programs

• Recommend optimal mailing scenarios while considering cost, delivery and marketing collateral

design

• Manage the communication with internal creative and production teams, direct marketing team,

Information Systems, and external list service organizations.

• Acted as a liason between the technical, business and testing groups to provide them with required

specifications/documentation and to resolve any issues inbetween.

• Performed User Acceptance Testing and end user training.

UBS, Stamford, Connecticut Jan’05-

Dec’05

Junior Business Analyst – Integrated Trading System Project

UBS is a leading global wealth manager, top tier investment banking and securities firm, and one of the

largest global asset managers. It provides various range of products and services including Equities, Fixed

Income and Foreign Exchange. In this project my responsibilities consisted of transmitting the knowledge

such as latest analysis and research, market strategy and market news from web-based Trading Floor

to client desktops.

Responsibilities:

• Defined, reviewed and confirmed project specifications and business requirements, diverse

duties included defining process flows, assemble data dictionaries, transferring business

knowledge to the development team

• Maintained a close and strong working relationship with teammates, developers, testers and

management staff by conducting regular one-to-one sessions and group meetings .

• Used Requisite Pro to document requirements, associated change requests with requirements and

connected requirements with Use cases.

• Analyzed and documented Business Requirements, Functional Requirement and Business

Process Models for better understanding of the business process.

• Create the business process model using Microsoft Visio and present it to the SME for validation

and

getting the sign-offs.

• Conducted UAT and obtained sign off from existing and perspective users.

• Involved in preparing a simple and detailed User manual and assisted training session of the

new

and improved system.

Capital Images PR, India - Member RUDER * FINN Inc, New York Aug’01 – Dec’04

Analyzed marketing, sales, and advertising objectives for assigned products and services.

Worked as a Sales / Business Analyst on client’s replatform/redesign of various eCommerce

websites. Conceiving and championing the design and creation of a requirements management database

(in MS Excel).

Responsibilities:

• Implemented new direct mail programs for new client within three-month period.

• Gathered business requirements, documented process maps, use cases; conducted user acceptance

testing, and documented results for new direct mail program.

• Interact with multiple cross-functional teams ensuring that all business requirements are captured

correctly and report progress to all levels in the organization.

• Manage third party vendor relationships for the execution of the new direct mail program.

• Reconcile all agency transactions to the client-level using branch-level manual adjustments from a

team of accountants at the end of each month, compiling a detailed spreadsheet and loading into a Client

Development database to provide more accurate revenue reporting to branch offices.

•

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