Project Manager

Tarvin (Bhatia) Merwah

Business Analyst

San Jose (CA) ~ 646-***-**** ~ *******@*****.***

PROFESSIONAL SUMMARY

15+ years of business analysis experience; Small to large scale projects in Financial Services primarily; Lead business

analysis for new systems and enhancements to existing systems; Interact with different levels of management; Liaison

between business and IT; Co-managed projects with project/program managers.

PROFESSIONAL SKILLS

Performing gap analysis to extract requirements

Documenting business requirements, process workflows, functional requirements

Developing wireframes/prototypes

Performing data analysis

Performing business assurance testing

Coordinating User Acceptance Testing (UAT) with primary users

Documenting procedures for end users

Conducting training to end users

Tracking issues identified prior to (or Post) implementation

PROFESSIONAL EXPERIENCE

Business Analyst (Consultant) 06/2013-03/2015

Kaspick & Company, Redwood City, CA

Project: Conversion from an older portfolio/trust system (Advent AXYS) to a different trust accounting system (InnoTrust).

● Identified and communicated work breakdown tasks for the project plan

● Analyzed transaction files to determine the data mapping rules between custodians and InnoTrust

● Documented requirements for a new user interface to be used to review/post daily custodial activity

● Communicated business requirements to the system vendor

● Monitored vendor deliverables to ensure requirements are met

● Tested primary features of the new system

● Coordinated User Acceptance Testing (UAT) with Custody Operations analysts

● Coordinated resolution of defect tracking by conducting daily follow-up meetings with the vendor

● Optimized and documented the workflow between custody operations and its customers

● Conducted user training and documented user procedures

● Created/executed a checklist of ‘Go Live’ activities specific to Custody OPS (Go Live Date: 1st December 2014)

Provided post conversion support to the custody operations team

● Communicated and tracked production critical issues

● Documented high priority post deployment user requirements

● Scheduled one on one with system vendor to resolve post implementation issues

● Performed hands-on cleanup of converted transactions and security/asset (Equity, FI, MBS) definitions

Senior Business Analyst; Administrative Officer 07/2010-08/2011

AllianceBernstein, White Plains, NY

Transitioned to the Program Management Office with added responsibilities .

● Identified/managed stakeholders and project teams

● Developed project plans, coordinated meetings and documented progress

● Managed communications and progress with stakeholders

● Escalated project red flags/risks to stakeholders and deployed contingency plans

● Formalized and implemented a change control to signed-off requirements

Special Project: Cost Basis Reporting project driven by regulatory changes.

Tarvin (Bhatia) Merwah

Business Analyst

San Jose (CA) ~ 646-***-**** ~ *******@*****.***

Senior Business Analyst; Administrative Officer 12/2006-07/2010

AllianceBernstein, New York City, NY

● Analyzed and documented requirements to centralize account data to be used for account-centric views/reports by

Middle Office Portfolio Managers

● Conducted requirements gathering/interview sessions with individuals or groups in US and the UK

● Created artifacts such as use cases, functional requirements and proce ss flowcharts

● Presented prototypes to business users and documented feedback for developers

● Performed Business Acceptance Testing (BAT) of the developed application

● Created UAT test scripts and coordinated the UAT sessions across global user groups (in the UK & USA)

● Created training materials and conduct training sessions across global business user groups (in the UK & USA)

Lead Business Analyst 4/2003-11/2006

Cartus Corporation, Danbury, CT

Lead business analyst of a web-based expense reimbursement application for Cartus clients and employees.

● Conducted JAD and one-on-one sessions to document vision & scope, business rules and use cases

● Created prototypes in collaboration with the application developers and the business SME s

● W orked with developers on the data model design to ensure adherence to the business requirements

● Participated in review of design documents and technical specifications

● Assisted Project Manager with coordination of prototype sessions

● Co-managed communications with off-shore and on-site developers

● Conducted business assurance testing of expense reimbursement application at offshore development center in India

● Assisted the quality assurance team in the development and execution of test plans

● W orked with the training department to document the product use procedures

Business System Analyst 11/2000-04/2003

Investors Bank & Trust, Boston, MA

● Modified/created information systems involving client-server applications and COBOL based mainframe (IBT’s core

Fund Accounting and Custody Tracking System (FACTS))

● Documented business systems requirements to meet the ongoing business needs of the Fund Accounting/Custody

business group

● Assisted the Quality Assurance team with testing of the system

Special Project: Documented the business systems requirements for debt Exchange-Traded Funds (ETF) project. The

project required integration of Oracle back -end database with PowerBuilder front-end application.

EDUCATION

MBA (in Finance & Information Systems), Rochester Institute of Technology, Rochester, NY

Bachelor of Management Science, International Institute of Professional Studies, MP, India

ADDITIONAL TRAINING

Requirements Management by using use cases, Rational, Chicago, IL

Client Server Development for the Web, Boston University, Boston, MA

Securities Operations II - Financial Markets, Canon Financial Institute, Notre Dame, IN

Securities Operations I - Trust Operations, Canon Financial Institute, Boston, MA

SOFTWARE

MS W ord, MS Excel (Pivot Tables, V-Lookups and other Functions), PowerPoint, MS Project, Rational ReqPro, Rational

Clearquest, SharePoint, Visio, SQL query (Intermediate), TOAD, currently pursuing Certified Scrum Product Owner

certification.

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