Project Manager

ANI MOTURI

SUMMARY:

. Thorough knowledge and understanding of business administration,

finance, information systems, marketing, mathematics, statistics, and

computer technology

. Solid understanding of Business Requirement gathering, Business

Process flow, Business Process Modeling and Business Analysis

. Extensive Knowledge of Systems Management, Design and Data Modeling

. Experience in writing SQL queries and optimizing the queries in SQL

Server 2000

. Hard-core experience involving Business Process Re-Engineering,

Software Re-Engineering using RUP methodology and ERP Systems

Implementation and Continuous Improvement techniques

. Proven expertise in creating test plans, UML diagrams, flowcharts,

screen mockups and systems requirements specifications

. Excellent business writing skills in writing Preliminary Investigation

Report, System Requirements document, Systems Design Specification and

System Requirement Change Request

. Excellent Training skills, facilitation, power point presentations,

maintaining performance metrics, devising training documentation &

communicating to users

. Exposed to a variety of market data and trading applications including

Reuters Plus, Bloomberg Trading, Aurora, Espeed, Broker Tec, Garban

ETC Fact Set and News Edge

. Strong understanding of information technology capabilities and

dependencies, including platforms, content management, e-document

strategies and process mapping

. Demonstrated high capacity to learn new technologies rapidly with no

formal training

. Assisted with Application Development group to integrate and document

STP flows between third-party trading Systems and the Aurora and

Bloomberg Trading systems

. Experience interfacing Stakeholders, System Analysts and senior

management with excellent communication and interpersonal skills

. Extensive financial planning, financial analysis, investment,

instructional, and technical experience

. In-depth knowledge of financial instruments as well as valuation

modeling techniques for Stocks, Fixed Income assets, Options, Futures

and Commodities Pricing

. Strong business analysis skills and an understanding of the software

development life cycle (SDLC)

. Expert in Feasibility studies and Risk assessment and in conducting

GAP analysis, User Acceptance Testing (UAT), SWOT analysis and Cost

benefit analysis

. Excellent Documentation skills using Rational Requisite Pro 2002 for

creating detailed functional specifications

. Strong experience in Client interaction and understanding business

applications, business data flow and data relations for them

EDUCATION:

. Master of Business Administration (MBA) Degree with specialization in

Management of Information Systems, Information Technology, Finance

(Portfolio Construction & Management, Credit Markets, Risk Management)

. Master of Business Administration (MBA) with specialization in

Management of Information Systems, Finance, Marketing

BS in Computer Technology

SOFTWARE/HARDWARE:

Bloomberg, Time value software, Morningstar, Streetscape, FTIS, FTCS,

Windows Vista/XP/2000/98/95/NT, MS Project, UNIX, DBMS (Oracle, MS SQL,

Access), Office XP (Word, Excel, Power Point Adobe Acrobat), Outlook, MS-

DOS, C, C++, COBOL, Lotus, PASCAL, QTP, Winrunner, Loadrunner, XML, UML,

HTML, Rational Robot, Rational Requisite Pro, Rational Rose, Use Case

Models, Gap analysis, JAD, Visio, Citrix

EXPERIENCE:

Spectrum Global Fund Administration, Chicago, IL

Aug2012 - Current

Dec 2007 - Mar 2011

Business Analyst

Spectrum is an independent and privately owned fund administrator that

currently serves 230 funds and 90 legal entities with approximately $31

Billion of assets under administration. They offer a fully integrated web-

based global administration solution, providing managers and their

investor's immediate access to portfolio information and customized

financial reports. Our commitment to service allows the fund manager to

focus on the core competencies of portfolio management and asset rising.

Responsibilities:

. Met with users and business users to understand the problem domain,

gather customer requirements through surveys, interviews (group and

one-on-one) along with JAD sessions.

. Gather information from various Prime Brokers

. Analyze trade files for Fixed Income, Equity, Futures and Forwards

. Analyze hedge fund allocation

. Conduct GAP analysis in detail on all entities for a source system -

VBO

. Perform risk management for the entire system

. Testing the import and export of data, as required

. Ensure, obtain confirmation of Custody Information from the Prime

Brokers

. Develop a user document for the system

. Present the mapping document with all business logic applied for the

system to Project Manager

. Design the UI (web interface) of the application, along with

prototyping

. Work with the team on security features: web, encryption,

authentication and digital security

. Suggest process and product improvements for the application

. Document and deliver Functional Specification Document to the project

team

. Develop test scripts and test cases for various releases of the

project

. Use Visio to develop Use Case diagrams, Activity Diagrams and Sequence

Diagrams

. Work with the quality assurance team so as to test different releases

and to develop test plans and test cases

. Closely interact with designers and software developers to understand

application functionality, navigational flow and updated them about

end-user sentiments

. Apply Unified Modeling Language (UML) methodologies to design Use Case

Diagrams, Activity Diagrams, and Sequence Diagrams

. Create use-case scenarios in MS Word and MS PowerPoint for better

visualization of the application

. Perform manual front-end testing to check all functionalities of

different modules

. Perform What-if analysis using Excel/VBA as per the requirements of

the managers

. Conduct postproduction release evaluation

Environment:

Windows XP, Rational Rose Enterprise, Win Runner, Java, HTML, Virtual Back

Office, Bloomberg, Reuters, UML, RUP, MS Outlook, MS Word, MS Power Point,

MS Excel, MS Access, MS Visio, MS Project, PL/SQL

Walgreens, Nashville, TN Apr2011-

July 2012

Sr. Business Analyst

Walgreens is the largest drug retailing chain in the United States.

Walgreens provides access to consumer goods and services, pharmacy, photo

studio, health and wellness services in the United States through its

retail drug stores, Walgreens Health Services Division, and Walgreens

Health and Wellness division.

Responsibilities:

. Application of testing tools - Sanitary Testing, Smoke testing,

Usability testing and Regression testing

. Worked with project team to plan, estimate, schedule and implement the

testing of project tasks

. Collaborated with project managers to identify and assess key cross-

functional issues, risks and dependencies

. Performed analysis and assist in the process of portfolio trade-off

decisions

. Interface with the client as part of the Requirements Engineering team

to finalize the project scope

. Assisted the PM in developing Use Cases and project plans and also

manage changes to the scope of the project

. Conducted user interviews, gather Requirements, analyze the

Requirements

. Conducted interviews with end-users to collect requirement and

business process information

. Developed business process models in RUP to document existing and

future business processes

. Performed extensive Requirement Analysis including data analysis and

gap analysis

. Designed and developed project document templates based on SDLC

methodology

. Participated in various stages of data and requirement analysis for

project needs

. Identified internal and external system requirements, design and

configuration set-up, also create User Documentation and conduct

training classes

. Developed business requirement specification documents as well as high-

level project plan

. Relieved pressure off the PM by maintaining artifacts and portions of

the project binder

. Assisted the Project Manager to develop both high-level and detailed

application architecture to meet user requests and business needs

. Participated in the logical and physical design sessions, assist and

develop high and low level design documents

. Assisted the PM in setting realistic project expectations and in

evaluating the impact of changes on the project plans accordingly and

conducted project related presentations.

. Assisted with user testing of systems, developing and maintaining

quality procedures, and ensuring that appropriate documentation is in

place

. Functioned as the primary liaison between the business line,

operations, and the technical areas throughout the project life cycle

. Performed task decomposition, delegate tasks and monitor project

milestones using MS Project

. Assisted the PM in performing Risk Assessment, Management and

Mitigation

. Managed working capital - Meet branch managers - Assessed relative

performance and marketing goals

Environment:

MS Visio, MS Project, Rational Rose, RequisitePro, XML, UML, HTML,

Waterfall model, Microsoft Word, Power Point, Excel, Outlook, Word

Perfect Windows XP/2000/Me/98/95/3.1/NT, I-rise, Oracle9i

Morgan Stanley, Chicago, IL

Oct 2006 - Nov 2007

Business Analyst

Since 1935, Morgan Stanley has been a leading global financial firm that,

through its subsidiaries and affiliates, provides its products and services

to customers, including corporations, governments, financial institutions

and individuals. The Company operates in three business segments:

Institutional Securities, Global Wealth Management Group, and Asset

Management.

Responsibilities:

. Use Morningstar, Streetscape to analyze information

. Testing client information in database using manual & automated

software

. Discuss requirements with users on Equities, Fixed income and analysis

of the same

. Document elaborate test scripts covering all the requirements

. Work on FI securities and developed the Models for portfolio managers

with FI and equities combination

. Analyze different types of Risks such as Credit Risk, Market Risk etc

and developed the test scripts with all these parameters to analyze

the securities

. Analyze various securities after liquidation to raise cash and thereby

bringing them back to their original model

. Develop tests scripts based on the different styles like Low cap

value, high cap value etc and analyzing them

. Accumulate customer requirements from various end through surveys,

interviews and JAD sessions and translated them into system

requirements

. Provide technical and business knowledge to clients

. Conduct interviews with key business users to collect requirement and

business process information

. Specialization stocks, electronic traded funds, mutual funds,

alternative investments & retirement planning

. Portfolio construction and analyses

. Perform cost-benefit analysis, generated reports for analyzing various

investments and their profitability and also for analyzing various

lost opportunities due to time delay in investing

. Apply Unified Modeling Language (UML) methodology to create use case

diagrams using Rational Rose

. Prepare supply chain management report

. Collaborate with development architect and the business to develop

both high-level as well as detailed application architecture to meet

business needs

. Update and modify progress and resources allocation in MS project for

the team

. Perform extensive requirement analysis including data analysis and gap

analysis

. Conduct gap analysis for re-engineering and upgrading the current

system where ever necessary

. Identify potential problems in synchronization between various table

classes accessed between financial advisors and product developers

. Develop Business Requirement Document

. Write Test cases and Test Scripts for the User Acceptance testing

. Design and develop project document templates based on RUP methodology

. Give professional counsel and assistance during development and

implementation of financial plans

. Perform complex in-depth analysis of clients personal and financial

data

. Research stocks and funds using professional software - Conduct

seminars

. Set-up weekly meetings with the project team members to track the

project status

. Responsible for weekly and periodic reporting on financials and

business trends

. Create periodic status reports

. Study existing products and services

Environment:

Windows XP, Rational Requisite Pro, Rational Rose, Rational Robot, Win

Runner, XML, UML, RUP, HTML, MS Outlook, MS Word, MS Power Point, MS Excel,

MS Access, MS Visio, MS Project, PL/SQL, Citrix

Wellington Management, Boston, MA Jan 2005-

Sep 2006

Business Analyst/Systems Analyst

Wellington Management is one of America's oldest investment management

firms. Based in Boston with nine affiliate offices in the United States and

around the world, Wellington Management provides investment services to

many of the world's leading public and private institutions.

Responsibilities:

. Analyzed business requirements, business process and system

architecture/design

. Concentrated on equities, fixed income, and mutual funds

. Responsible for defining, documenting and publishing Functional

Specifications and BRD-Business Requirements Documents

. Designed Use-Case Models after understanding scope of the project and the

business model

. Communicated with stake holders to accurately settle domestic and fixed

income

. Worked on the business requirement gathering for applications related to

fixed income, and asset backed security settlement protocols

. Provided on-site application support to business users on the Fixed

Income Trading Floor as well as telephone support to business users in

regional offices

. Followed the UML based methods to create Sequence Diagrams, Collaboration

Diagrams and Class Diagram and Activity Diagrams

. Worked in the RUP Framework involved in iterations at each phase of the

software life cycle

. Knowledge evocation through user interviews and JAD sessions and used

work flow diagrams, Process flow diagrams and E-R diagrams for the

representation using Rational Rose

. Supervised and approved a complete set of UAT test scripts (using

WinRunner and Test Director) to ensure completeness of the implementation

and of the end-to-end functionality

. Played a key role on project issues such as release management, change

management, scope control, and requirements prioritization

. Worked extensively with the QA team for designing Test Plan and develop

the Test Scripts for the User Acceptance Testing

. Associated in the change control in the application development and used

Rational Clear Case for version control and unified change management

. Gathered client specific business requirements and translated it in a

proper manner to the developers, and ensured that these requirements were

fully tested and implemented accordingly for each production cycle by

creating Traceability Matrix using Requisite Pro

. Supervised and approved a complete set of UAT test scripts (using

WinRunner and Test Director) to ensure completeness of the implementation

and of the end-to-end functionality

. Played a key role on project issues such as release management, change

management, scope control, and requirements prioritization

. Developed SOPs and compiled Training Manuals for the new working

environment

. Documented strategy for maintaining the validated state

. Worked extensively with the QA team for designing Test Plan and develop

the Test Scripts for the User Acceptance Testing

Environment:

MS Visio, MS Project, Rational Rose, Requisite Pro, XML, UML, HTML, RUP,

C++, Access, Microsoft Word, Power Point, Excel, Outlook, I-rise,Oracle9i.

Adobe Photoshop

Charles Schwab, Hyderabad

Apr 2003 - Dec 2004

Business Analyst

The Charles Schwab Corporation provides securities brokerage and financial

services to individual investors and the independent investment advisors

who work with them. As one of the nation's largest financial services

firms, Schwab serves around 6.8 million client brokerage accounts, 584,000

corporate retirement plan participants, 150,000 banking accounts - all

representing around $1.3 trillion in client assets.

Responsibilities:

. Prepared project-phase plans and implementation schedules

. Gathered, defined and documented business requirements, including

review, approval and analysis of business problem/needs related to the

complex business processes

. Developed business case scenarios and models

. Created project proposal and prepare system specifications, flow

charts, process diagrams, produce definitions, process flow

documentation, rules and instructions as a basis for the work of

designers and programmers

. Managed the process of gathering functional requirements from key

stakeholders and subject matter experts

. Managed portfolios of existing clients

. Plan and develop portfolios for existing and new clients

. Research stocks and funds using professional software

. Responsible for numerous decisions in respect to business policies,

procedures, methods for implementation

. Performed Risk Analysis of the requirements to identify the key

business risk areas for the project and prioritized the application

development and testing

. Performed planning and budgeting

. Accumulate customer requirements from various end through surveys,

interviews and JAD sessions and translate them into system

requirements

. Prepared document elaborating test scripts covering all the

requirements

. Developed and executed test plans that will ensure business

requirements have been met

. Balanced relationship between the business, operations and the

technology areas, working with business users to prioritize requests

. Project implementation using the Rational Unified Process (RUP)

Methodology to produce artifacts in the different phases of the

Software Development Life Cycle (SDLC)

. Prepared business development plan

. Implement Unified Modeling Language (UML) methodologies to design

Context Diagram

. Application of testing tools

. Worked in tandem with internal and external users to define

requirements and coordinated user management and developer

expectations

. Updated database manually

. Analyzed system requirements, develop detailed Test Plan, Test Cases

and test scripts for testing the functionality, GUI and security

. Performed manual front-end testing to check all functionalities of

different modules

. Suggested measures and recommendations to improve the current

application performance

. Responsible for numerous decisions in respect to business policies,

procedures, methods for implementation

. Developed use case document to capture user experience taking into

account the business rules

. Developed budget planning process

. Accumulated customer requirements from various end users through

surveys, interviews, and JAD sessions

. Developed monthly management reporting package and quarterly board

reports

. Developed business case models with hurdle rates for projects

. Compared and analyzed competitor services

Environment: Oracle, HTML, XML, Rational Rose, Rational Robot, MS Visio,

RUP, MS Project, UML, SQL, MS Access, MS Excel and MS Word

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