AMR SAAD

ac86j5@r.postjobfree.com

516-***-****

SKILLS &OBJECTIVE

- BA/BSA/DA/PM/ScrumMaster

- Fulltime Position

EDUCATION

Scrum Master Accredited Certification (SMAC)

MBA-Finance / 2015

Long Island University, Brooklyn, NY

GPA 3.43

BA in Accounting & Finance / 2007

Ain Shams University, Cairo, Egypt

GPA 3.20

EXPERIENCE

SCRUM MASTER/ BUSINESS SYSTEMS ANALYST

JP MORGAN CHASE &CO – CHICAGO, IL

Sep 2018 – Present

- TSPayments -IAccess (Payments Control)

SCRUM MASTER/ BUSINESS ANALYST

FIRST REPUBLIC BANK – SAN FRANCISCO, CA

May 2017 – Sep 2018

- Robotic document classification tool for PWM documents on Cloud

- Data Structuring and migration to enterprise document management tools (OnBase & DocuSign)

SCRUM MASTER/ BUSINESS SYSTEMS ANALYST

JP MORGAN CHASE &CO – NEWYORK, NY

April 2016 – May 2017

- Fiduciary Accounts Transition Tool

- Transaction Screen for Connect Platform

SCRUM MASTER/ BUSINESS ANALYST

STATESTREET BANK – KANSAS CITY, MO

Nov 2015 – April 2016

- State Street’s payments & swifts Enterprise Servicing Platform Data marts

- Salesforce and CRM implementations

SR BUSINESS ANALYST

CAPITAL ONE BANK – NEW YORK, NY

Oct 2013 – Nov 2015-

- Derivative Trading System and CCAR and AML Support

- Salesforce and CRM implementations

BUSINESS ANALYST

BANK OF NEW YORK MELLON – NEW YORK, NY

Dec 2011 – Sep 2013

- Portfolio Management Application

BUSINESS ANALYST

ADP PRIVATE LIMITED – ROSELAND, NJ

Jan 2010 – Nov 2011

- Goldman Sacks Pricing System

BUSINESS ANALYST

PNC BANK – PITTSBURG, PA

Jun 2008 – Dec 2009

- Loan Originating system

EXPERTISE:

11 years of experience working as a Business Analyst, Business Systems Analyst, Data Analyst and Project manager/Scrum master in diverse types of migration and implementation projects within Banking Industry.

Strong understanding of financial valuation concepts, and various capital market instruments and processes including Equities, Fixed Income & Derivatives.

Knowledge and extensive experience in developing and enhancing applications for financial processes including Derivatives, Asset Management, Private Wealth Management, Portfolio Management, Loan Origination, Trade, Brokerage and Settlements.

Knowledge of different financial compliances, regulations and acts such as AML, KYC, Basel II/III, Dodd Frank – Section 165, CCAR and SOX.

Knowledge and extensive experience with data mapping and Business process service.

Experience in CRM implementations and SFLC and its plugins

Experience in back to front settlements and vendor Settlement systems such as IMPACT and BPS.

Efficiently conducted various management and financial analysis such as GAP, SWOT, MOST, Cost/Benefit and Risk analysis.

Excellent writing skills and experience in creating and analyzing BRD, FRD, Use Case document and propose changes as per various internal and external requirements gathered for process improvement.

Designed corporate banking process model with proficiency in Use Case development, UML Modeling with Sequence Diagrams, Activity Diagrams, & Workflow Analysis and data modeling using BPMN.

Proficient in creating and managing Requirement Traceability Matrix (RTM) for tracking and managing changes based on project’s evolving needs.

Experience in creating Use Case Specifications Test Plan and Test Cases, User Acceptance Testing (UAT), and defect tracking.

Experience in extracting, manipulating, structuring, and cleaning up data using SAS and Tableau.

Experience in extracting, manipulating, structuring, and cleaning up data using SQL.

Experience in Writing different SQL queries such as Select, Views, Joins, Indexes, and Stored Procedures for identifying databases involved in the application development.

Experience in creating staging and processes tables and different data base schemas.

TECHNICAL SKILLS:

Operating System

Microsoft Windows XP, Vista, 7, 8.1, Mac OSX 10.3

Methodologies (SDLC)

Agile, Waterfall

Requirement Management

Caliber RM, Caliber RDM

Project Management

MS Project, Clarity, Jira, Share Point, Confluence, Xplanner

Modeling Tools

MS Visio, BPMN

Defect Tracking Tools

Win Runner, Load Runner, Selenium

Defect Management Tools

Jira, HPQC, ALM

Data

Oracle, DB2, MS SQL Server, SAS, MS Access, Tableau

DETAILED EXPERIENCE:

Mphasis Corporation

Delivery Project Manager - Band3-L7

JP Morgan Chase &Co, Chicago, IL Sep 2018 – Present

Scrum Master/Business Systems Analyst

TSPayments -iAccess (Payments Control)

Performed business and functional analysis, developed and documented business requirements, business rules, process flows, data diagrams, data maps and data definitions based on business needs.

Partnered with technical team members and business functions to facilitate solution delivery and translate requirements into a technical design document.

Planned iterations and sprints and conducted scrum meetings and implemented and coached development team to follow agile methodology and TDD approach and performed agile coaching.

Managed program requirements for software- and workflow-related projects/products.

Created user stories features epics and run reports and burndown charts on Jira and documented project progress on confluence and used share point to warehouse project documents.

Submit ideas through brain storming sessions and convert it to requirements and create user stories to be added to Jira backlog.

Participated in the development of processes for improving and further leveraging existing systems

Performed data analysis from the database layer through the application front end.

Participated in cross functional data governance reviews to develop and document data rules and FDMs that satisfy the Firm's needs across functional areas.

Partnered with SMEs and vendors to craft validation and test plans.

Developed and maintained comprehensive business process knowledge of different groups.

Performs other duties as necessary or assigned and performed duties under minimal supervision and guidance from management using detailed report request requirements

Showed initiative and judgement in performing assigned tasks

Software Environment:

Share point, MS Visio, JIRA8, Confluence, clarity, ALM, MS Office, DB2/SQL, Bit-Bucket

First Republic Bank, San Francisco, CA May 2017 – Sep 2018

Scrum Master/Business Analyst

Robotic document classification tool for PWM documents on Cloud

Data Structuring and migration to enterprise document management tools (OnBase & DocuSign)

Implemented a Robotic Classification Process and Automation tool for PWM documents and migrated data to DocuSign and OnBase.

Planned iterations and sprints and conducted scrum meetings and implemented and coached development team to follow agile methodology and TDD approach and performed agile coaching.

Captured, Documented and Updated PWM users Cloud strategy and implementation on Windows10

Knowledge and exposure to Email platform migration (Exchange 2007/2010 to MS Exchange 2013/2016 or on-premise Exchange to Exchange Online

Exposure and experience in MDM solutions, relational database concepts, and client-server concepts

Good understanding of relational database concepts, primary and related tables structures

Good understanding of client server concepts hosts, roles and communication

Worked on integrating development with mobile applications features

Created all project documents from POC to release documents and user manuals.

Created user stories, features, epics and run reports and burndown charts on Jira and documented project progress on confluence and used share point to warehouse project documents.

Used clarity to manage resources and submit ideas through brain storming sessions and convert it to requirements and create user stories to be added to Jira backlog.

Used clarity heat maps, dashboards, and bubble charts to manage the inventory of active applications and graphically analyze each application according to business value, technical specifications, cost, and strategic fit.

Managed program requirements, KPIs, and APIs for software- and workflow-related project/product.

Identified the problem or opportunity and desired results by asking insightful and targeted questions.

Served as liaison between users and development group.

Used SAS and working with data, building reports, running reports, and analysis of reports

Used SAS to build and run the vast majority of reports

Responsible for meetings with users and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.

Created a future state business process flow diagram and documentation.

Articulated Business Requirements and desired System Features into Business Requirement Document.

Bridged the gap that divides business and technology by mapping business functionality and requirements into information systems models.

Created functional, non-functional, technical and system requirement documents to supplement Use Cases and business model.

Provided end-user support including training for Line and Publication Support personnel.

Created and updated user guides and workflow documents.

Initiated large and highly complex projects by conducting stakeholder interviews and meetings, gaining stakeholders buy-in and clearly defining sponsor expectations.

Created detailed project plan which contains scheduling and definition of activities.

Ensured proper sequencing of activities on the plan and ensure duration estimates are on target.

Software Environment:

Share point, MS project, MS Visio, Selenium, BPMN, JIRA8, Confluence, clarity, SAS, ALM, MS Office, DB2/SQL

JP Morgan Chase &Co, New York, NY Apr 2016 – Feb 2017

Scrum Master/Business Systems Analyst

Fiduciary Accounts Transition Tool- Implementation

Transaction Screen for Connect Platform – Integration/Migration

Planned iterations and sprints and conducted scrum meetings and implemented and coached development team to follow agile methodology and TDD approach and performed agile coaching.

Managed program requirements for software- and workflow-related projects/products.

Created all project documents from POC to release documents and user manuals.

Created user stories features epics and run reports and burndown charts on Jira and documented project progress on confluence and used share point to warehouse project documents.

Used clarity to manage resources and submit idea through brain storming sessions and convert it to requirements and create user stories to be added to Jira backlog.

Used clarity heat maps, dashboards, and bubble charts to manage the inventory of active applications and graphically analyze each application according to business value, technical specifications, cost, and strategic fit.

Participated in the development of processes for improving or further leveraging existing systems mainly Salesforce.

Used clarity to manage resources and submit idea through brain storming sessions and convert it to requirements and create user stories to be added to Jira backlog.

Used clarity heat maps, dashboards, and bubble charts to manage the inventory of active applications and graphically analyze each application according to business value, technical specifications, cost, and strategic fit.

Fetched and Mapped Data from servers using T-SQL.

Used SAS and working with data, building reports, running reports, and analysis of reports

Used SAS to build and run vast majority of reports

Helped with automating and improving upon existing reporting processes

Wrote requirement documents containing all business, user, functional and non-functional requirements for projects/products.

Provided insight into both the as-is and to-be states of the business area.

Clearly explained roles, responsibilities and procedures for all participants and conducted review and approval processes with project sponsor.

Performed problem analysis of software and processes relating to the creation of insurance documents.

Identified solution using models or abstract representations.

Created test plans and conduct product, functional, regression and exception testing.

Documented and communicated test results and appropriate solutions.

Provided end-user support including training for Line and Publication Support personnel.

Created and updated user guides and workflow documents.

Initiated large and highly complex projects by conducting stakeholder interviews and meetings, gaining stakeholder buy-in and clearly defining sponsor expectations.

Created detailed project plan which contains scheduling and definition of activities.

Ensured proper sequencing of activities on the plan and ensure duration estimates are on target.

Executed project plan by making information readily available to team members / stakeholders.

Properly administrated project close-out phase (training; maintenance; lessons learned and/or communications plan).

Made accurate project schedules and status reports available and timely.

Effectively managed the project and responded promptly to problems and consulted with Project Sponsor on problem solving issues and Justified and managed schedule changes according to change management plan and understand and met all project needs.

Software Environment:

Share point, MS project, MS Visio, Selenium, BPMN, JIRA8, Confluence, clarity, SAS, ALM, MS Office, DB2/SQL, Chromium, Bit-Bucket

State Street Bank, Kansas City, MO Nov 2015 – Apr 2016

Scrum Master/Business Systems Analyst

- State Street’s payments and swifts Enterprise Servicing Platform [ESP] Data marts

- Salesforce and CRM implementations

Responsibilities:

Planned iterations and sprints and conducted scrum meetings and implemented and coached development team to follow agile methodology and TDD approach and performed agile coaching.

Applied my knowledge in F&A /Capital Markets/Alternative Investments.

Applied my knowledge in SFDC Platform reports, analysis, dashboard, Einstein analytics

Participated in the development of processes for improving or further leveraging existing systems like CRM and Salesforce.

Implementing inbound trade file processing into State Street Bank custody systems for domestic Repo securities in Swift like format.

Extensive work experience in SWIFT messaging standards with working knowledge in MT103, MT202, MT210,MT541, MT543, MT380, MT381, MT502, MT509, MT515, MT598 & MT564, MT565, MT566, MT567, MT950, MT535

Created all project documents from POC to release documents and user manuals.

Planned iterations and sprints and conducted scrum meetings and implemented/train development team to follow agile TDD methodology.

Created user stories features epics and run reports and burndown charts on Jira and documented project progress on confluence and used share point to warehouse project documents.

Used clarity to manage resources and submit idea through brain storming sessions and convert it to requirements and create user stories to be added to Jira backlog.

Used clarity heat maps, dashboards, and bubble charts to manage the inventory of active applications and graphically analyze each application according to business value, technical specifications, cost, and strategic fit.

Helped drive best practice use of agile methodology as a core to the development life cycle.

Organized and facilitates sprint planning, daily stand-up meetings, sprint and release planning, and other agile development related activities.

Tracked team velocity, health and sprint/release progress.

Maintained agile process documentation and agile tools.

Ensured Development Teams are practicing core agile principles of collaboration, prioritization, team accountability, and visibility.

Assisted Product Teams with making appropriate commitments through story selection and task definition.

Participated proactively in developing and maintaining team standards, tools, and best practices.

Created/Maintained relevant metrics to show management how Development Teams are progressing.

Worked to remove any impediments that are preventing forward movement on projects.

Performed BA skills including requirement gathering, writing stories, creating testing scenarios.

Performed Business stake-holder Interaction/Management.

Created and updated Issues (Epics, Stories, and Tasks) onto Xplanner application.

Facilitated iteration planning meetings

Led work within individual sprints and coordinated retrospectives and demos.

Contributed in Sprint Planning, Daily Scrum Stand Up, and Sprint Retrospective meetings.

Evaluated progress and provided support as needed on remediation of impediments to support commitments to product.

Participated in the development and grooming of Project Backlog Stories (Requirements) with business and technology partners.

Assisted in closing gaps and TARs for associated Stories in each individual Sprint.

Software Environment:

Share point, MS project, MS Visio, Selenium, BPMN, JIRA8, Confluence, clarity, SAS, ALM, MS Office, DB2/SQL

Capital One Bank, New York, NY Oct 2013 – Nov 2015

Sr Business Analyst

- Derivative Trading System and CCAR and AML Support

- Salesforce and CRM implementations

Responsibilities:

Planned iterations and sprints and conducted scrum meetings and implemented and coached development team to follow agile methodology and TDD approach and performed agile coaching.

Interacted with Stakeholders and SMEs from front office and middle office to get better understanding of client business processes and gather requirements.

Participated in the development of processes for improving or further leveraging existing systems like CRM and Salesforce.

Applied my knowledge in SFDC Platform reports, analysis, dashboard, Einstein analytics

Used SAS and working with data, building reports, running reports, and analysis of reports

Used SAS to build and run the vast majority of reports

Helped with automating and improving upon existing reporting processes

Facilitated and manage meeting sessions with committee of SME from various business areas including Brokerage, Fixed Income, Derivatives, Credit Risk Management and Asset Management.

Experience in back to front settlements and vendor Settlement systems such as IMPACT and BPS.

Knowledge and experience in CCAR and stress testing requirements.

Knowledge and extensive experience with data modeling and Business process service using BPMN.

Generated inpatient bed-day reports and analytics for statistical analysis using SAS.

Produced business requirements and process documentation facing off with multiple business lines and regions. I synthesized user requirements, break them into logical phases and identified key dependencies required for success.

Facilitated JAD sessions to meet business requirements, resolve open issues and change requests.

Conducted reviews with business for sign off at the end of each milestone like creation of vision document, BRD and Use Case documents, test cases and test results.

Translated high level requirements in Vision Document into detailed requirements in Business Requirement Document (BRD), Functional Requirement Document (FRD).

Assisted project team with designing functional specifications to meet the business requirements. These specifications included creating data and reporting analysis, requirements, documenting desired behavior and business rules.

Worked closely with the technical team for technical design of the system.

Designed screen layouts, graphical user interfaces, printed outputs, reports, and interfaces with other systems.

Created Context diagrams and UML diagrams like Use Case diagrams and Activity diagrams using MS Visio.

Facilitated daily defect review meetings and worked with development team to ensure defects are addressed according to severity.

Created Requirements Traceability Matrix (RTM) using Quality JIRA.

Created GUI Mock-ups to enter new trades and Trade Approval Blotter according to end user requirements.

Software Environment:

Caliber RM, Share point, MS project, MS Visio, BPMN, JIRA, SAS, IMPACT, BPS, MS Office, UML, DB2/SQL

Bank of New York Mellon, New York, NY Dec 2011 – Sep 2013

Business Analyst

Portfolio Management Application

Responsibilities:

Strong exposure to Asset Management organizations and Mutual Funds wholesaling business and other financial services fund products from both systems and operational perspective.

Strong experience in Salesforce.com application platform, Broker Dealers platforms and other trading platforms.

Knowledge and experience in CCAR and stress testing requirements.

Experience in back to front settlements and vendor Settlement systems such as IMPACT and BPS.

As a liaison between the developers and management, was instrumental in resolving conflicts between stakeholders and technical development teams.

Responsible for meetings with users and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.

Created a future state business process flow diagram and documentation.

Articulated Business Requirements and desired System Features into Business Requirement Document.

Bridged the gap that divides business and technology by mapping business functionality and requirements into information systems models to support Service Oriented Architecture (SOA).

Created functional, non-functional, technical and system requirement documents to supplement Use Cases and business model.

Extensively used UML; created use cases, activity diagrams, state chart diagrams, sequence diagrams, collaboration diagrams.

Captured User Requirements in form of activity diagrams for each identified Use Case and wrote Use Case Specifications for the same.

Designed corporate banking process model with proficiency in Use Case development, UML Modeling with Sequence Diagrams, Activity Diagrams, & Workflow Analysis and data modeling using BPMN.

Established Incident Reporting and Change Control procedures using JIRA.

Created Requirements Traceability Matrix (RTM) using Quality JIRA.

Created GUI Mock-ups to enter new trades and Trade Approval Blotter according to end user requirements.

Software Environment:

MS SQL, MS Visio, BPMN, MS Project, JIRA, IMPACT, BPS

ADP Private Limited, Roseland, NJ Jan 2010 –Nov 2011

Business Analyst

Goldman Sachs pricing system

Responsibilities:

Strong exposure to Asset Management organizations and Mutual Funds wholesaling business and other financial services fund products from both systems and operational perspective.

Strong experience in Salesforce.com application platform, Broker Dealers platforms and Trading platforms.

Responsible for meetings with users and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.

Analyzed, documented, and managed all project requirements and changes to requirements throughout SDLC.

Facilitated JAD sessions to meet business requirements, resolve open issues and change requests.

Created functional, non-functional, technical and system requirement documents for trading system.

Translated high level requirements in Vision Document into detailed requirements in Business Requirement Document (BRD) and Use Case Document (UCD).

Conducted reviews with business for sign off at the end of each milestone like creation of vision document, BRD and Use Case documents, test cases and test results.

Created Context diagrams and UML diagrams like Use Case diagrams and Activity diagrams using MS Visio.

Provided management with metrics, reports, and schedules as necessary and participated in the design walkthroughs and meeting.

Analyzing variances in prices for various securities through various comparison reports generated from the Goldman Sachs Product Master.

Testing and fixing daily unprocessed/partially processed trades automatically downloaded into the Mainframe database through FTP from the Custodian Bank.

Analyzed the system specification, business requirements and the design documents in order to conceptualize a test environment, which replicates the real world and applies specific stressors to the system.

Elicited the test data of the securities based on the different market or exchange requirements and formulated the test cases.

Identified Testing-mapping issues involved in auto-downloads.

Processed corporate actions and identifier changes, research it and its impact on the static data.

Walked through the test cases, test scripts and expected results with the SMEs to attain a signoff.

Worked as a part of UAT team to create UAT Cases and Scripts using HPQC.

Software Environment:

MS Office, Caliber RM, Share point, MS Visio, MS project, HPQC, MS Office, UML, DB2/SQL

PNC Bank, Pittsburgh, PA Jun 2008 - Dec 2009

Business Analyst

LOS (Loan Originating System)

Responsibilities:

Interacted with Stakeholders and SMEs to get better understanding of client business processes and gather requirements.

Analyzed, documented, and managed all project requirements and changes to requirements throughout the software development lifecycle.

Facilitated JAD sessions to meet business requirements, resolve open issues and change requests.

Translated high level requirements in Vision Document into detailed requirements in Business Requirement Document (BRD) and Use Case Documents (UCD).

Evaluated technical impact, proposed technical design, modified programs, supported system integration and implemented system in production on time and budget (Personal Loans, Collection System and Mortgages System).

Investigated on-line and batch amends of any complexity and found solution in the shortest time possible for Loans, Mortgages and Collection systems.

Prepared technical specification documents and unit and system test plans as well as creating test plans for user acceptance testing Implemented and coordinate a new sub-system in Collection System: made all necessary changes, including unit testing, functional system testing and (UAT).

Ensured the Test Coverage by collecting and documenting test results data from various releases using HPQC and got approval on test results.

Facilitated daily defect review meetings and worked with development team to ensure defects are addressed according to severity.

Software Environment:

Caliber RM, Share point, MS project, Jira, MS Office, UML, DB2/SQL

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