http://evergreentechnologies.com/index.html
SAVITHA PADALA
Phone: 732-***-****
email: **********@*****.***
Ceritifed Business Analyst
SUMMARY:
Over 9 years experience as Business Analyst in Investment banking domain
Extensive experience in gathering and defining requirement, facilitation of meetings, identifying risks, Business Process Reengineering
Proficient in developing Business Requirement document, Functional/Software Requirement Specifications document,
Strong understanding in various products in capital markets: Equities, Fixed Income, Securities Lending and Borrowing and its trade life cycle (AML, KYC, Compliance, Pre-trade, trade capture to clearing and settlements, corporate action)
Experience in Wire Payments like SWIFT
Accomplished in system analysis and extensive hands on experience acting as a liaison between business development &QA teams, preparing use cases, proto types.
Good understanding of GAP analysis, Client-Server applications, Data Analysis and Data Mapping.
Strong experience in understanding the banking products like ACTIMIZE,Smartstream,Fidessa,Sunguard products like Martini, Global one (in areas in like Equities, Fixed Income.
Experience in SQL queries.
Accomplished business analysis skills and an understanding of the software development life cycle (SDLC) specializing in Traceability across all levels of projects
Proficient in translating Unified Modeling Language (UML) like Activity Diagram/detailed Authored Use cases.
Proven ability to work under tight deadlines inn a fast paced environment with good team orientation
Experience in documenting the Test Plans, and Test Cases for the User Acceptance Testing (UAT).
Experience on Issue tracking software like JIRA and testing tools like QC.
Well acquainted with external applications like Bloomberg, Reuters, OMGEO, OAYSYS, Bloomberg, Reuters.
Experience in Workflow management and Exposure in leading, training, and coordinating activities with development Groups.
Worked on Agile and waterfall methodologies.
EDUCATION:
Bachelor degree in Commerce
Post Graduation Diploma in Computer Application (PGDCA)
Associate Business Analysis Program (AHBAP) Certification
PROFESSIONAL EXPERIENCE:
Client: HCL America
Project 1: UBS AG
Duration;August 2015 - November 2015
Location;Weehawken, NJ
Role:Business Analyst
UBS investment Bank provides securities and other financial products on Equities, Fixed Income, Rates, and commodities. UBS has offices in over 50 countries with employees approximately to sixty thousand around the world. It provides financial services to private and corporate and institutional clients. It provides multiple services such as Wealth Management, Global Asset Management, Investment Bank, Retail & Corporate services, corporate centre.
Project involved into Pre-trade, trade and settlements in trading on Securities lending and borrowing-Repo and fixed income of the bank.
Roles & Responsibilities:
Discussion on requirement with stakeholders and Conducted Walkthrough on the same with the QA and Developers.
Provided clear and concise documentation regarding requirements management plans, Functional Requirements, uses cases and Traceability Matrix.
Work on Collateral Portal for Price determination of Securities
Work in Collateral Portal and CTAS application to estimate the securities available for lending and borrowing, margin, settlement date.
Exposed to Agile Methodology by assisting product owner Creation of User stories, product backlog, Sprint planning, Attend Daily Scrum meetings and planning and work on user stories for the sprint.
Involved in Data analysis, Data mapping and created Class diagrams, Performed GAP analysis for the modules in production, conducted feasibility study and performed impact analysis for proposed enhancements.
Worked on updating the Data Flow/workflow using Microsoft Visio.
Gathered analyzed, documented business and technical requirements from both formal and informal sessions and validate the needs of the business stakeholders.
Reviewed Quality Assurance Test Plans, Workflows and User Documentation to ensure correct interpretation of original specifications.
Involved with testing phases of Software Development Life Cycle (SDLC) methodologies throughout the project life cycle.
Environment: Java, PL/SQL/Jira, QC, MS Office, Application: Martini, Collateral Portal, CTAS (Client Application)
Project 2 :Texas Employment Exchange
Role:Business Analyst
Location: TX
Start date: April 2015 – July 2015
Responsibilities:
Involved with meetings with customers and gathered requirements based on the input provided by the customers.
Documented and finalized the requirements and baselined them for approvals
Facilitated JAD sessions with Business to understand the Business Requirements.
Documented the open questions for Business Partners.
Analyzing the business process, providing possible solutions that will help better manage service calls.
Worked to support the re-design of the rights management system.
Work on normalization and design for database marketing.
Manage requirement Change Request and implemented procedures for test changes.
Created the High Level Design (HLD) path accommodating various source systems, process flow and delivery mechanism.
Facilitated walk through meetings with development team to describe the expected functionality of assigned work items.
Provided clear and concise documentation regarding requirements management plans, Functional Requirements, Test Plans and Test Cases.
Performed Data Analysis and created data map document for all involved interfaces.
Conducted daily working sessions with different source systems to complete the mapping.
Involved actively in determining the quality and quantity of data to be provided for UAT.
Performed functional testing.
Analysis of business processes, gaps in capabilities, data sources, interfaces, and process changes needed to address the user requirements
Facilitated sessions on requirements to QA teams.
Documented Requirement and Testing Traceability Matrix.
Capgemini India Pvt Ltd (Jul 2013 – Nov 2014)
HSBC Securities and Capital Markets, NY
Business Analyst
A Global Investment Banking (GIB) group provides end-to-end services in securities market including fund administration, global custody, settlement and corporate trust and loan agency. Operating in over 60 countries and territories, Global Banking and Markets offers global connectivity and a strong local presence for clients with international advisory, financing and trading needs in locations as Asia-Pacific, Europe, Americas.
Project: COAST
COAST is about integrating different platforms with in HSBC and defining the business rules for reviewing and approving trade life cycle (trade capture, confirmations, clearing and settlements) requests by various customers from different platforms. Business rules are defined based on various parameters such as customer’s risk rating, Credit limit, geographies, users etc.
Responsibilities:
Identified project goals and deliverables from the customer.
Facilitated JAD sessions with Business to understand the Business Requirements.
Conducted the business requirements walkthrough involving all the stakeholders in the project.
Conducted one on one session to clarify specific and complex business need.
Experienced in AS-Is Process and designed To-Be process by based on gap analysis.
Documented the open questions for Business Partners.
Worked with product owner in the Creation of User stories from product backlog, involved in the release planning and Sprint planning, Attend Daily Scrum meetings and planning and worked on user stories for the sprint.
Finalized requirements document and baseline them for approvals
Created Use case Diagrams, Activity Diagrams and Sequence Diagrams in Rational Rose.
Created the High Level Design (HLD) path accommodating various source systems, process flow and delivery mechanism.
Facilitated walk through meetings with development team to describe the expected functionality of assigned work items.
Documented Use Cases with Main flow, Alternate flow and Exception flows and process flow diagrams.
Provided clear and concise documentation regarding requirements management plans, Functional Requirements, Test Plans and Test Cases.
Performed Data Analysis and created data map document for all involved interfaces.
Conducted daily working sessions with different source systems to complete the mapping.
Involved actively in determining the quality and quantity of data to be provided for UAT.
Performed functional testing and UAT testing in UAT with Business Partners.
Analysis of business processes, gaps in capabilities, data sources, interfaces, and process changes needed to address the user requirements
Facilitated sessions on requirements to QA teams.
Documented Requirement and Testing Traceability Matrix.
Well acquainted with external applications like Bloomberg, Reuters, OMGEO, OAYSYS, Bloomberg, Reuters trading applications like Fidessa, Martini, Global One (Sun Guard products).
Review and update issue tracking system like Jira., Trace defects through testing tool like QC and resolve the issue
Help Change team in updating process flows maps.
Work on Sprint Planning, attend Daily stand up meeting.
Worked on process flow maps and the estimation relating to functionality of requirement.
Assist the users during the post implementation checks and ensure timely resolution of post implementation issues if any
Environment: Windows 7, Microsoft Office Suite, MS Visio, SDLC, HP Quality Center, Sparx System, Pega 7.x
Societe Generale AG, NY
Business Analyst
SGCIB, one of the major financial and corporate Banking plays a key role in intermediary role providing corporate access to issuers and smart investment solutions to the investors helping long-term strategic goals to its clients. It spreads across 34 countries with 12000 employees. Advisory, Hedging, financing and delivering investment solutions are the major services offered.
The project is about KYC, AML, Compliance and Credit Risk on business with Societe Genrale. It checks and reviews the trades and investment made by the bank’s traders adhere and approve to the rules and regulations of the business rules, defined based on various parameters such as customer’s portfolio, risk rating, Credit limit, geographies, users etc. Check Wire Payments like SWIFT. This project relates towards enhancement of CDD (Customer Due Diligence) and ECDD (Enhanced Customer Due Diligence) as a part of KYC/AML enhancement rules for various countries based on threshold for send money and payout to identify AML associated transactions.
Responsibilities:
Discussion on requirement with stakeholders and Conducted Walkthrough on the same with the QA and Developers.
Provided clear and concise documentation regarding requirements management plans, Functional Requirements.
Assisted in defining Test Cases and Test Scenarios for the functional Testing, Integration and Regression Testing in the application
Identify AML/KYC norms for specific country and created configuration templates for daily investigating/monitoring of alerts on all transactions based on threshold for Actimize department.
Documented technical compatibility by gathering adequate requirements to mimic client's platform requirements for Actimize AML as a part of CDD (Customer Due Deligence).
Worked on Sanctions and Mandates through with the help of ACTIMIZE.
Exposed to Agile Methodology in Attend Daily Scrum meetings and planning and work on user stories for the sprint.
Review and validate test cases back in Quality Center.
Worked on updating the Data Flow/workflow using Microsoft Visio.
Gathered analyzed, documented business and technical requirements from both formal and informal sessions and validate the needs of the business stakeholders.
Assisted in Business Process Re-engineering.
Coordinated with Developers and System Analysts at all levels in the Software Development Life Cycle.
Reviewed Quality Assurance Test Plans, Workflows and User Documentation to ensure correct interpretation of original specifications and Worked on the tracking and on defects through QC.
Data mapping, logical data modellingand used SQL queries to filter data within the Oracle database.
Performed GAP analysis for the modules in production, conducted feasibility study and performed impact analysis for proposed enhancements.
Conducted presentations of the Q/A test results with analysis to the stakeholders and users and documented modifications and requirements.
Involved with testing phases of Software Development Life Cycle (SDLC) methodologies throughout the project life cycle.
Documented requirements associated change requests with requirements and connected requirements with Use cases.
Environment: Documentum (EMC2), PL/SQL, MS Office, QC, XML
HCL Technologies Ltd (May 2011 – Jul 2013)
UBS AG, Stamford, CT
Business Analyst
UBS investment Bank provides securities and other financial products on Equities, Fixed Income, Rates, and commodities. UBS has offices in over 50 countries with employees approximately to sixty thousand around the world. It provides financial services to private and corporate and institutional clients. It provides multiple services such as Wealth Management, Global Asset Management, Investment Bank, Retail & Corporate services, corporate centre.
Project involved into Pre-trade, trade and settlements in trading on Securities lending and borrowing and fixed income of the bank.
Discussion on requirement with stakeholders and Conducted Walkthrough on the same with the QA and Developers.
Provided clear and concise documentation regarding requirements management plans, Functional Requirements, uses cases and Traceability Matrix.
Work on Collateral Portal for Price determination of Securities
Work in Collateral Portal and CTAS application to estimate the securities available for lending and borrowing, margin, settlement date.
Assisted in defining Test Cases and Test Scenarios for the functional Testing.
Exposed to Agile Methodology by assisting product owner Creation of User stories, product backlog, Sprint planning, Attend Daily Scrum meetings and planning and work on user stories for the sprint.
Involved in Data analysis, Data mapping and created Class diagrams, Performed GAP analysis for the modules in production, conducted feasibility study and performed impact analysis for proposed enhancements.
Review and validate test cases back in Quality Center and Worked on the tracking and working on defects through QC.
Worked on updating the Data Flow/workflow using Microsoft Visio.
Gathered analyzed, documented business and technical requirements from both formal and informal sessions and validate the needs of the business stakeholders.
Assisted in Business Process Re-engineering.
Reviewed Quality Assurance Test Plans, Workflows and User Documentation to ensure correct interpretation of original specifications.
Conducted presentations of the Q/A test results with analysis to the stakeholders and users and documented modifications and requirements.
Involved with testing phases of Software Development Life Cycle (SDLC) methodologies throughout the project life cycle.
Environment: Java, PL/SQL/Jira, QC, MS Office, Application: Martini, Collateral Portal, CTAS (Client Application)
HCL Technologies Ltd (Oct 2003 – Aug 2009)
Deutsche Bank AG, NY
Business Analyst
Is a leading global investment banking and financial services company with its headquarters in Frankfurt. It provides financial services to corporate, institutional and individual customers. It covers equity broking, private and wealth management, retail banking and business process outsourcing
Project was involved into Clearing and settlements in trading on Equities, Securities lending and borrowing and fixed income of the bank. It was to maintain the back office operations of the bank activities, WIRE Payments like SWIFT.
Responsibilities:
Discussion on requirement with stakeholders and analyze the requirement and Perform requirement elicitation through questionnaire, one-one meeting with stakeholders across all geographies
Conducted Walkthrough on the same with the QA and Developers.
Experienced in AS-Is Process and designed To-Be process by based on gap analysis.
Developed business Functional Document (FSD)
Analysis of business processes, gaps in capabilities, data sources, interfaces, and process changes needed to address the user requirements
Facilitated JAD sessions, brain storming sessions with Technical group on requirements.
Developed and updated functional use cases on facilitated sessions on requirements to QA teams.
Perform Functional Testing.
Documented Requirement and Testing Traceability Matrix
Perform functional testing and User acceptance testing on the requirements.
Review and update issue tracking system like Jira., Trace defects through testing tool like QC and resolve the issue
Help Change team in updating process flows maps.
Worked on process flow maps and the estimation relating to functionality of requirement.
Assist the users during the post implementation checks and ensure timely resolution of post implementation issues if any
Worked on Waterfall Methodology
Environment: COBOL, PL/SQL, JIRA, Oracle, MS office, Lotus Notes, QC, And Application: Global one, Fidessa
DB Trader (Client Application)
Senior Process Executive/Business Analyst
Responsibilities:
Project Involved in the Operations of the investment bank. It deals with the end to end solutions on trading and support of the bank. It involved in the trade capture (client and Reference data), trade confirmations, Standard Settlement Instructions, clearing and settlements, reconciliation.
Job involves in providing back office support across all regions from trade capture to reconciliations across all geographies
Tracking of client inputs and handling escalations by liaising with traders.
Investigation and provide resolution of issues that arises out of trade failures
Interfacing between the Business line and Quality department
Process development and restructuring in terms of providing feedback as to the development of the applications as well as the process, which would help in reducing the Turn around time.
Maintenance of key operating procedures and other process records.
Metrics tracking and Management Information Reporting
Handled the Business Continuity Management documentation and co-ordination.
Monitoring breaks and resolving the breaks arising out of trades
Training the team members and ensure that the team members consistently maintain a high level of customer service by achieving established SLAs in terms of productivity and quality.
Environment: COBOL, UNIX, Oracle, MS office
Tools – Client internal tools like DB Trader, Espear,
Smartstream, Fidessa, Global one (Sunguard Products) OMGEO, OASYS, Bloomberg, Reuters.