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Columbus, Ohio, United States
February 15, 2018

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972-***-**** •



Insightful, analytical and highly motivated Business analyst with 7+ years of experience in IT field practically involving in all stages of SDLC from gathering Business Requirements, GAP analysis, Design/Modelling (Star and Snow flake), Development to Testing. Highly experienced in financial instruments within investment banking and brokerage environments and wealth management. A professional with solid understanding of business and technical aspects of BA with strong abilities for quickly adapting to technology changes, and successfully taking new tasks and challenges. Agile focused.



Certified Scrum Master - 2017


Nationwide, Columbus, OH Dec 2016 – Till Date


Nationwide is a major Insurance and Brokerage company in United States. The assigned project was to work with a 3rd party Vendor tool to initiate, process and terminate Insurance Policy (Direct and Brokerage) for different lines of business like Commercial, Personal, P&C, Middle Market, Child care, Life & Health, Premium Finance insurance etc., to create a Web based portal for agents to access their accounts, update market information, and evaluate their policies and Carrier availability. The program was an integration of multiple projects to interact with different lines of business heads to finalize the business requirements for the integration of different vendor products for rating, quoting systems and migrate data form legacy systems to new built AMS system and implement Digital Transformation.

Transformed Goal-State To-Be Process Maps to Functional User Stories for multiple work streams

Developed Traceability Matrix for tracking the AS IS and TO BE for the end to end requirements

Worked directly with 3rd Party Vendor to ensure a full understanding of functional requirements for different projects under same program umbrella

Conducted JAD sessions to gather requirements on regular basis for a changing environment from people leaders

Involved in business process reengineering to identify the Gaps and highlight the new applications of technology that helps the Business to function more effectively

Excelled in Defining Business processes and visual representation using MS Visio.

Facilitated User Story Sessions and document requirements in Gherkin

Maintained requirements using Rational Requirements Composer and Rational Team Concert repositories

Created mock-ups, prototypes and wireframes to confirm the client requirements

Ensured end-to-end requirement traceability from Features to User Stories

Elicit and develop complex user requirements for transition between legacy and Applied Epic system, including user workflow as-is and to-be processes for multiple business line and accounting groups using Business Process Modelling Notation (BPMN)

Gathered and configured user standards data in preparation for data sample migration through environments like Guide wire

Developed new user standards and naming conventions to assist in data consolidation during migration using ETL process

Created Visual Requirements tracking using Mindjet MindManager throughout the project life cycle

Partnered with internal customers to determine and execute any data and analysis requirements (including financial data) for business decisions, strategy, and reporting.

Performed feasibility and adaptability study to identify the business-critical areas from User perspective

Involved in Quality Analysis by creating Test scripts and assisted testing team in creation and review of test plans, test results in Quality centre and UAT

Involved in working with VLOOKUP formulae, managing and manipulating data in AMS

Interacted one on one with SME from Billing and Account Receivables departments, product owners and other key Business Users in gathering the Analytics Reports Requirements

Involved in Scrum Sprint Planning Sessions, Backlog Grooming, Sizing, Sprint Retrospectives & Reviews, Daily Stand-ups, User Stories and Acceptance Criteria

Gathered requirements for SharePoint and other Software Applications

Managed multiple projects for SharePoint 2010 intranet/Extranet project implementations

Enhanced SharePoint libraries for Epic implementation and process optimisation

Environment: Rally, Rational Suite, MS Visio, UML, OBIEE, MS Office Suite, NetSuite, Guide Wire, SharePoint, SQL Server 2008, OBIEE 11g, RRC, RTC, Mindjet MindManager Professional, Quality centre

Capgemini - AEP, COLUMBUS, OHIO July 2016 – Dec 2106


American Electric Power is a major investor-owned electric utility in the United States, delivering electricity to more than 5 million customers in 11 states. The scope of the ITMP program is to eliminate the critical risk of aging technology stacks and analyze applications with potential security vulnerabilities in the current environment. Remediate the applications as per TROF (Technology Risk and Obsolescence Framework). Remediate .Net framework version below 3.5 to target version 4.6.1. Rewrite MS to .Net 4.6.1 and Migrate to Infragistics Oracle 16.1

Elicitation and gathering user and business requirements through open ended discussions, brainstorming, prototyping and conducting workshops for multiple projects

Created detail business process flow documentation using Wireframes, WBS based on the input from system users and understood the system architecture.

Created Prototypes for visual representation for ambiguous requirements using AEM prototypes

Preparing, maintaining and updating requirements throughout entire lifecycle using Requirement traceability matrix (RTM) and doing requirement Base lining.

Participated in Cost Estimation Class 5, Class 4 and Class 2 to remediate applications and various other dispositions

Analysis of effort model and data in the estimation sheet and created presentations on the same for Executive committees.

Involved in business process reengineering to identify new applications of technology to remediate and solve business problems

Assisting Project Manager in Project management Plan and Resource Planning

Utilized waterfall methodology for upgrading the framework version as the program did not meet agile methodology criteria

Conducted workshop session and survey (through questionnaire) to gather information on the applications.

Facilitating meetings with Business Owner and IT SME to plan the remediation process

Identifying issues, risks, timeline during the process of remediation

Maintained Change request log and Change Impact Log

Maintained MS Access database for tracking the application disposition and generate reports for monthly dashboard

Inspecting the application through SERVICE NOW.

Created work flow diagrams using Visio for the process and prototypes to rewrite MS access to .Net

Know the AS IS of the application and ensure functionality remains the same with the technical uplift.

Document and Trace requirements using JIRA

Developed Traceability Matrix for tracking the AS IS and TO BE for the application during remediation process.

Coordinating with offshore team and testing team to translate the requirements and work on timelines

Involved in ETL process for Data migration projects

Work on Adhoc reports

Conducted Gap analysis

Created Screen mock-ups for Tableau reporting

Facilitated UAT with the Business Unit

Used Share Point 2013 as the repository for documents

Customized the SharePoint 2013 Calendar for the project needs

Import data from Spreadsheet to SharePoint 2013

Maintained Governance of SharePoint Intranet

Environment: Agile Scrum, MS Visio, MS Access, MS Excel, ASP .Net, Rational Requirement Composer, UML, SharePoint, Test Director, JIRA

JP MORGAN CHASE, DALLAS, TX Feb 2016 – June 2016


The project goal was to enhance Credit Portfolio Risk Management System for risk adjusted performance management, including managing concentration risk, improving revenues, and meeting regulatory requirements and industry trends. This system helps the clients to decide if transactions and portfolio are against regulatory guidelines. It also allows the clients to balance the numerous trade-offs among client requirements, regulatory capital requirements and risk-adjusted returns. Agile Scrum methodology was used in this project.

Documented specifications on Settlement risk mitigation through flexible, integrated workflow management throughout the entire credit portfolio risk management lifecycle

Designed Use Case Diagrams, Wireframes, work Break down Structures (WBS) and wrote specifications in the Use Case Specification documents based on requirements gathered.

Derived Functional Requirement Specifications (FRS) based on User Requirements Specification (URS) and developed Mock-ups to level match the requirements

As Scrum Master involved in Scrum Sprint Planning Sessions, Backlog Grooming, Sizing, Sprint Retrospectives & Reviews, Daily Stand-ups, User Stories and Acceptance Criteria.

As Scrum Master created and prioritized the Back Log, coordinated Planning Sessions and maintained User Stories and Acceptance Criteria.

Elicited Business requirements, existing Business Processes and business needs as part of an Agile Scrum team.

Worked extensively in the project documentation for legislative entities

Performed data analysis using Siebel followed with the creation of the Data Mapping Documents, data flow description document and attribute description document for the development team’s simplicity.

Worked with the testing team in defining the test cases and test scripts for the project and tracking the test results.

Used Jira for documenting and tracking requirements AS IS and TO BE for the application during over all life cycle of the project.

Involved in financial analysis like Return on Investment(ROI)

Played an active role strategizing the migration of development objects from the development server to production server.

Worked closely with ETL Team for enhancement to Facts / Dimensions in developing the Initial and Incremental ETL process.

Created Dashboards Mock ups for different levels of business on Tableau

Involved in developing many Reports using different Analytics Views (Pivot Table, Chart, and Column Selector), Dynamic / Interactive Dashboards with drill-down capabilities, charts, tabular using global and local Filters.

Developed Performance Tuning Strategies for optimizing the performance

Took complete ownership of UAT process with the end users

Translated business requirements into machine code (C#, SQL)

Organized testing schedules and test scripts. Managed execution and sign-off tests and played an active role in product rollouts.

Environment: Agile Scrum, MS Visio, MS Word, MS Excel, ASP .Net, Siebel and Oracle Analytics, Rational Requirement Composer, UML, Test Director

Citi Bank, Irving, TX Apr 2015 – Jan 2016


Citi provides investment advisors, non-profit organizations, endowments, retirement plans, securities brokerage and related financial services. The assigned project was to work with a team to create a Web based portfolio management and asset management system for customers to access their accounts, update market information, and evaluate their investments. The project was to interact with fixed income business heads to finalize the business requirements for the application of bond search/quote centre, a module that gives customers lists of bonds based on YTM, Time duration, prices and calculation of interest earned. Also, reports for bonds from rating agencies like S&P, Fitch etc. Besides this, a live feed of the bid ask for various bonds was provided on the website.

Lead Facilitator in Requirement Gathering, weekly validation sessions and worked alongside users/SME’s to recommend and gather Business Processes and convert them into Technical Requirements for the development team, at various stages of the SDLC.

Interacted extensively with SME’s including heads in areas of equities, fixed income, derivatives, options, futures and risk managers, asset managers to understand corporate actions, extracting requirements from discussions, and refining and documenting them into Business requirements.

Worked in creating the Security Master for the fixed income securities; this was implemented using the market data and reference data feeds from various sources like Bloomberg

Conducted JAD and Joint Requirements Planning (JRP) sessions to gather requirements from the business area and to discuss different critical success factors of Operational Feasibility Analysis and Technical Feasibility Analysis of the project

Used Digital Security to create a firewall, setting up the user accounts, in which the users are authorized to view or change on the network, other information they are given access to, and verifying that a user is indeed the proper user.

Prepared Use Cases, Software Requirement Specifications (SRS), Software Design Documents (SDD), User Interface Design and Mock-ups.

Maintained Backlogs and facilitated Retrospectives monthly.

Created activity diagrams, use case diagrams, sequence diagrams, collaboration diagrams and data flow diagrams in MS Visio.

Conducted workshops to understand the cross projects functionalities and goals and documented the outcomes to be presented to the Executive comities.

Ensured end-to-end requirement traceability from Features to User Stories in Gherkin

Involved in writing and executing the test scripts in Quality Centre

Write and analyze complex Oracle PL/SQL queries to understand data flow between multiple legacy systems.

Developed Traceability Matrix for tracking the AS IS and TO BE for the end to end requirements

Conducted Gap analysis

Involved in the complete Software life cycle from Requirements to UAT

Provided support for the development of the solution utilizing the Rational Software products and the Rational Unified Process (RUP). Acted as a guide to the IT staff on the RUP process, Rational Suite tools and how they fit into the process

Create and design Dashboard mock up screens for development purposes, understanding KPI’s to present charts and graphs for Tableau

Document all BI development in centralized solutions repository for dashboard properties, Key performance indicators, BI metrics, facts, dimensions, data anomalies, data dependencies, data dictionaries, metadata, data profiling and table-column definitions in data warehouse.

Performed ETL process using Data Manager for loading the data into Data marts which were used for performance reporting

Environment: RUP, Rational Rose7.0, UML, SQL/PL SQL, Oracle, Ms Project, MS Visio 2007, MTM, SQL server, Net, WebLogic, UNIX, HTML.

GM Financial, Fort worth, tx Oct 2014 – Mar 2015

Business Analyst/data Analyst

The objective of the project is to add the Anti-Money Laundering (AML) application into Customer related risk management. The project was aiming at collecting current and historical customer data, performing customer due diligence, generating black list and provide reports of customers’ transaction patterns.

Gathered and analyzed business requirements, business processes from the client and prepared business requirement document (BRD), developed functional specification document in technical and visual like Wireframes, Visio processes flows, UML based on high level requirements provided by end user.

Ensured that information obtained is consistent with BSA/AML policy

Involved in cost/benefit financial analysis to reprioritize the project requirements

Identified business needs and create use cases by using UML, created test plans and test cases to check the functionality.

Collaborated with project owner and Scrum team to identify and map detailed process and involved in Sprint planning session, Backlog sizing, daily scrum meeting and sprint retrospective meetings.

Conduct GAP Analysis and risk assessment during the project, maintained traceability.

Used UML to do object oriented design such as activity diagram and sequence diagram.

Coordinated with compliance team and SME to include AML compliance, Basel II, and BSA into the project.

Conducted and involved due diligence part into the system.

Developed UAT specifications with guidance from AML Compliances

Supported IT team in developing scenarios for AML and Trading platforms which followed FINRA, IIROC and NASD Rules.

Presented the prototype of the project solution to the client and delivered project documentation included requirement, objectives, architecture, testing results and operation procedure.

Used OBIEE for data analysing and developing reports.

Conduct User Acceptance Testing.

Environment: Rally, Rational Suite, MS Visio, UML, OBIEE, MS Office Suite, MTM, NetSuite

Karvy Group, INDIA Mar 2012 – Aug 2014

Business Analyst/data Analyst

In the project The Fixed Income Securities Investment Application System (FISIAS) was implemented as a process improvement tool to enhance the organization's overall efficiency. Major functions of the system include online personal financial management portfolio, ordering, and payment processing, database connectivity, data migration and data conversion, pipeline application development, transaction security, session management.

Responsible for coordinating JAD sessions with business users to analyze the investment tracking system, application life-cycle, gather and define the key performance indicators, document and present the requirements specifications.

Performed Root Cause Analysis and Re-engineered business processes, and implemented performance measures, presented project presentations to executive management.

Achieved final approval and validations of business rules and business processes with users and management.

Managed requirements end-end for BASEL II Regulatory Platform and expanded the current platform for risk MIS reporting.

Created Mock-ups for the dashboards

Experienced in Basel II regulatory requirements

Established and led Basel II PMO for Financial Control Group division

Managing Requirements and communicating with user groups and team members using Rational Requirement Composer and Rational Requisite Pro.

Role involved extracting, analyzing, merging, and summarizing data conversion and data migration aspects from the existing Financial Systems.

Performed data analysis of wealth management transactions with centralized billing analytic, data conversion and performance reporting, repo and other fixed income financial products (Repo, Sell Buy backs, Coupons, etc.).

Use Case Analysis using UML, which provided the framework for potential use case deliverables and their inter-relationships, and allow for maximizing software reuse.

Documented User Requirements with MS Word as the editing tool and Rational Requirements Composer to develop the use cases.

Conducted GAP analysis to determine the As IS and TO BE

Authored design documentations: traceability matrices (RTM) functional specs and complex process and data flow diagrams.

Environment: Dot Net, XML, HTML, PL SQL, Oracle, UNIX, Win NT, SDLC, Rational Requirement Composer, Requisite Pro, UML, Use Case, MS Project, MS Visio, Caliber RM

HDFC Bank, INDIA Jun 2010 - Feb 2012


The goal of this project was to enhance interface of the brokers and consultants to provide the full-service brokerage to products managed by fidelity for the retirement and college education plans

Involved in the full System Development Life Cycle of the project

Gathered user and business requirements through RRC, interview surveys, prototyping, and UI

Documented the requirements using MS Visio Process flowsa, prototypes, wireframes, user stories and use case diagrams.

Understood the portfolio dynamics and AS-IS and TO-BE scenarios

Involved in designing UI for multiple trades

Classified clients per portfolios, requirements, risks, duration, and objectives

Prepared input data feeds from various sources like Bloomberg, S&P etc.

Created test cases and test scripts to check the functionality of application during UAT

Conducted manual front-end functional testing of different modules

Performed Risk Analysis of the requirements to identify the key business risk areas for the project and prioritized the application development and testing.

Performed feasibility and adaptability study to identify the business-critical areas from User perspective

Loaded data from flat data files into SQL Server 2008 database tables using bulk insert, and table export/import; loaded data from flat files and excel sheet into Oracle database using SQL*Loader.

Developed PL/SQL Procedures.

Involved in Script development and modification of scripts using QTP.

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