Management Project
Resume:
Shweta Chauhan
*******@*****.***
PROFESSIONAL SUMMARY:
Over 6+ years of experience as a Business Analyst working in the Software Development Industry- specializing in Requirement Management, Documentation and Project coordination
In-depth experience in project management, financial management, business process re-engineering,business administration, information technology applications, software configuration management (SCM),customer service and strategic planning working with Finance, Private Banking, Loan Origination and Mortgage industries
Strong understanding of Risk Management (credit risk, liquidity risk, operational, market risk & legal risk), Mortgages (FRMs, ARMs, and Mortgage backed Securities), Prime Brokerage
Experience in Software Development Life Cycle (SDLC), Agile Software Development, Rational Unified Process (RUP), Data Analysis and Statistical Analysis
Experienced in Gap Analysis, Risk Analysis, Impact Analysis, SWOT Analysis, and Project Planning
Experience in writing and maintaining the Requirement Definition Document that included Business Requirements (BRD) and Functional Requirements (FRD)
Experience in Asset Management including Portfolio Management, Equity, Fixed Income products, Mutual Funds, ETFs, Derivatives, Options
Extensive experience in implementing methodologies and improving processes; RUP (Rational Unified Process), Agile-SCRUM, PMI, SDLC, Six Sigma
Involved in creating and maintaining Test Matrix and Requirements Traceability Matrix and performing GAP analysis
Experience in FI/CO – Asset Accounting (AA) including Project Systems and Investment Management
In Depth understanding of the AS-IS and TO-BE business processes and experience in converting these requirements into technical specifications for preparing test plans
Experience with Business Intelligence tools like Agile, Business Objects and relational databases (SQL Server, MS Access, Oracle)
Good knowledge of SQL queries and PL/SQL procedures
Aided the QA team in understanding the system and developing effective test plans
Creating and maintained Requirement Traceability Matrix (RTP)
Process Improvement, Requirements Gathering, Design, Development, Change Control Process, Quality Assurance Testing, User Acceptance Testing (UAT) &Training
Intermediate skills with a variety of analytical tools, including Microsoft Excel, Microsoft Visio, Google Analytics, Adobe Photoshop, Basic & Advance SAS, SAS Macro, Financial Modeling and SAS Enterprise Guide
Extensive experience developing reports using Hyperion, OBIEE, Business Objects, Cognos Report Studio, SAS, SQL
Documented Test Plans, tests cases, test data, and experienced results for the User Acceptance Testing (UAT)]
Solid experience in data integration with multiple data sources including Oracle EBS, Oracle Data Warehouse, SAP
Successfully coordinated efforts between the business team and the off shore development team in ensuring completion of projects within the tight time schedules
Interface with clients from Operations, Marketing, Sales, Technologies, and Outside Vendors and act as their customer interface point of the Projects
Strong analytical, problem-solving and communication skills with particular emphasis on clear, detailed Business Requirements and Functional Specifications
TECHNICAL SKILLS:
Business Definition Requirements, Business Process Analysis, Rational Suite (Requisite Pro, Rose, Clear Quest, Clear Case), Gap Analysis, CSS, Use Case Modeling & Analysis, RUP, Waterfall, Agile, OOAD, UML & Business/Data Modeling, Win Runner, Test Director, MS Access, Data Warehousing, Crystal Report, SSRS, Quick Test Pro, UNIX (HP, Solaris 8.0), Oracle 8i/9i, SQL Server, UML, C, C++, HTML, Java, PL/SQL, ASP.NET, SharePoint, SiteFinity, Linux, Windows, WebLogic, DOS, UNIX, Linux, MS Office Suite (Excel, Word, Access, Outlook, PowerPoint ), MS Visio, MS Project, IBM Lotus Notes, Hyperion Financial Management (HFM), EDI, Quicken (Formerly Microsoft Money)
PROJECTS SUMMARY:
CSG Government Solutions, Harrisburg, PA
Aug 2015 to Jan 2016
Business Analyst
PA DLI UC Benefit Modernization Project – Initiated for the replacement of the existing antiquated UC benefits legacy system and improve the benefits and appeals business processes with an integrated UC benefits system by the State of Pennsylvania.
RESPONSIBILITIES:
Reviews, analyzes and evaluates business systems and user needs of the application supported by the assigned operations team. Leverages analysis to recommend system and business process modifications to support business strategies through the purchased or in-house developed software
Elicit client requirements, via existing business artifacts, systems documentation, and client interviews, for business process change and communicate those needs to systems personnel via well-written explicit business/functional requirements (BRD/FRD) documents
Writes detailed description of business goals, user needs, computer program functions, and steps required to develop or modify computer programs
Document traceability matrix as to track all the functional and business requirements and generate test cases for UAT testers
Worked closely with Subject Matter Experts (SME’s) and the Clients to gather the requirements and then communicate to software developers and make sure that the designed solution will meet the business and user needs
Worked with business users to resolve conflicting requirements and help assign priority
Supported the PMO through Project Planning, Pre-Solicitation, Solicitation and Procurement, and Vendor Implementation Oversight
Interviewed stakeholders and users to gather requirements and responsible of documenting BRD including current and future process diagrams and artifacts
Conducted JAR sessions and supported Senior Technical Analyst as necessary
Preparation and Revision of Use Cases
Performed QA and assist uses with UAT
Operated Top Team Requirements management and Traceability tool and hands on experience in Microsoft Visio 2013
Environment: MS Visio, UML, MS Office, ASP.Net, Visual Studio, Rational Rose, Requisite Pro, Clear Quest, SQL Server 2005/2008, Windows
PNC Bank, Philadelphia PA
Jan 2015 to Aug 2015
Business Analyst
PNC Financial Services Group is one of the nation’s largest diversified financial services organizations providing retail and banking; residential mortgage banking; specialized services for corporations and government entities, including corporate banking, real estate finance and asset based lending; wealth and asset management. The goal of the project was to develop a reporting system for proprietary analytics for Equities, Commodities and Fixed Income across all underlying instruments and to make enhancements to existing trading desk with algorithmic trading and seasonal shift. The project followed Waterfall methodology.
RESPONSIBILITIES:
Performed the AS-IS analysis for the existing reports, procedures, extracts used to generate the manual reports
Worked with the business team to envision the Book of Business reports, Information to be displayed, drill down functionality, navigation
Wrote business requirements and functional specifications in regards to GIFTS (Global Integrated Funds Transfer & Telecommunications System)
Reviewed and analyzed business requirements for International Fixed Income, Equities, Equity Derivatives and Prime Brokerage; developed business strategy and test plan; interpreted requirements to create and execute test cases and test scripts. Heavy interactions with Trading Desks, Operations and IT developers.
Prepared documents detailing data elements for the following exposure and position types: equities, repos, securities lending transactions, fixed income and foreign exchange futures and derivatives thereof
Reviewed standardized and non-standardized collateral agreements with counterparties and current collateral management systems
Made sure that the current testing practices meet legal compliancy standards.
Research and communicate answers to end-users' questions regarding RP data and reports
Facilitated the JAD sessions with the primary stakeholders and end users for requirement elicitation
Interviewing Subject Matter experts (SME) and carefully recording the requirements in a format that can be reviewed and understood by both business people and technical people
Re-engineering of business processes related to the account opening and maintenance, KYC/AML, cashiering, transfer, and field support functions as well as associated organization re-structuring
Conducted sessions with the development team and discussed the strategy to ensure the security of the application, granting user an access to the application and functionality being offered by user
Responsible for BRD and FRD documents
Assisted usability team and documented specifications for the user interface
Coordinated with the technology team during the design and development phases of the project
Worked with Fund Administration, Information Management and Global Admin Product business users to understand and prioritize business requirements for new functionality request
Set up definitions and process for Test phases including product test, integration test, and system test. Work to fully implement test phase entry and exit quality criteria, standard test reporting metrics and standard test artifacts
Perform deep analysis of Revenue Pipeline (RP) information or RP Application Suite systems as requested
Created different Traceability views to maintain the Trace ability of the requirements using the Requirements Traceability Matrix (RTM)
Design requirements specification for Oracle Financial Applications to fit company and user’s needs
Performed System Testing to ensure that the compiled software components of the Applications adhere to Project Standards, Performance Criteria and Functional specifications.
Worked with testing team in drafting the test plan, test cases and test scenarios.
Facilitated the UAT testing.
Conducted user training sessions for the end users of the application.
Environment: RUP, Microsoft Office Suite, MS Visio, Windows XP, Sunguard, SQL, PL/SQl, ASP, Crystal Reports, Adobe Photoshop, Mercury Test Director, SmartStream TLM,
AXA Equitable, Charlotte, NC
Mar 2014 to Dec 2014
Sr. Business Analyst
AXA is the brand name of AXA Equitable Financial Services, LLC and its family of companies. AXA companies offer financial protection and wealth management and are premier providers of advice, retirement strategies and life insurance. AXA has been providing stability and reliability to their clients since 1859 to help them live their lives with confidence, and enable them to realize dreams for their loved ones and their legacy. AXA’s primary life insurance company, AXA Equitable Life Insurance Company, is among the largest life insurance and retirement savings companies in the United States, with nearly 2.7 million customers nationwide. I worked as a Business Analyst in one of the fast IT projects initiated by the company. The project was for enhancement in its current Life Insurance web portal.
RESPONSIBILITIES:
Worked with the Business users, Solution Architects, Application Leads and SMEs to document the Business Requirement Documents(BRD)
Documented all the Business and Functional requirements in the BRD before getting the business signoff.
Ensured the timely signoff of the BRDs from business.
Understand the client’s business process/architecture for Business Analysis tasks.
Deep dive into clients Life Insurance products and business process to better integrate in proposed tactical solution
Design, develop, test, and document structured queries and reports to extract data from the AXA Analytical Database (AXAD) in support of the RP application modules
Conducted requirement walkthroughs for the technical team (developers, testers, data analyst and tech lead)
Create wireframe and review with business for signoffs
Go to person for any queries related to requirements and project
Understanding the specifications for Data Warehouse ETL Processes and interacting with the data analysts and the end users for informational requirements.
Communicate and manage change request to appropriate stakeholders for approvals and awareness
Additional responsibilities include documenting functional design specifications for development and mapping those to the functional requirements, business rules & processes and corporate GUI development standards
Team up with Graphic Designers to ensure that look and feel is compliant with client’s direction
Worked in a distributed agile environment to fulfill the project’s goal and deliverables
Facilitated and participated in daily stand-ups, Agile Planning sessions and Retrospective sessions
Extensive coordination with compliance and surveillance areas related to the identification and mitigation of operational risk
Documented user stories using tools like Rally and MS Excel
Fulfilled the role of a proxy product owner for acceptance of some of the user stories
Accepted and closed the completed user stories
Reviewed the project documentations and test cases prepared by the project team
Reviewed and validated the data elements gathered as per requirements
Gathered requirements from users and business for the metrics reports to be generated in OBI tool
Tested and validated the reports in OBI as per the requirements
Worked closely with business users and testing team during front end system testing, performance testing and User Acceptance Testing
Worked with business in creating manual and training material for new functionalities of the system.
Created business and IT checkout plans
Environment: Waterfall, Agile, Windows 7, HTML, XML, MS Office package, Rational Suite, HP Quality Center, Net Exchange Pro, AIMS (AXA Image Management System), AMA (AXA Management Account) Equifax (Credit reporting), Rally, OBI, SQL, IBM AXA Enterprise Content Management (ECM) platform
Panasonic Automotive Systems of America (PASA), Peach Tree City, GA
June 2013 to Mar 2014
Business Cost Analyst
Support Advance Purchasing Management in financial analysis activities. Collect, analyze, and report cost modeling for new programs, support budgeting and other metrics as required.
Responsibilities:
Coordinated and prepared detailed annual budget with review and approval of department management. Attended budget conferences and reviewed budget requests. Evaluated and prepared departmental expenditure estimates. Analyzed and reported research findings in clear, complete, and logical form.
Responsible for preparing monthly results and presenting to the management.
Responsible for creating budgets that will allocate all the company’s monetary resources in the wisest way possible by the conduction of in-depth analyses of various financial systems, spotting significant discrepancies between actual and proposed expenses as well as resolving inaccurate financial database entries
Use a wide range of tools and systems to effectively devise a feasible budget for all the company’s operations and its extra services
Conduct a comprehensive analysis by gathering all related information on the company’s numerous financial dealings and present the findings at the end of the fiscal year or as often as required
Use an extensive collection of modeling systems and tools to accurately maintain the database of monetary information, financial records, and all data involved in day-to-day financial operations
Providing analytical support for Bill of Material (BOM) costing and tracking during development phases. Tracking price trends on specific commodities.
Primarily responsible for cost/price changes in pre-production phases of all GM and JOEM programs. Tracking cost reductions prior to program launch.
Maintain and support Advance Purchasing pre-production schedules. Updating pre-production BOM during engineering and electrical builds. Supported the reporting of Advance Purchasing Metrics (KPIs).
Supported cost accumulation of quality charge backs and contributions. Interpret and comply with Company policies, procedures, and regulations. Prepared reports, charts, graphs, and other statistical information using various tools.
Perform other related duties as assigned. Familiarity with budgets and accounting practices, manufacturing costing, inventory control, and costing simulations.
Environment: MS Access, Power Point, SQL, HTML, Payment suite, Office, Rational Rose, Rational Unified Process (RUP), UML, SQL, SQL server, Quality Center, Oracle, UNIX, MS Project, HTML, XML, Cash Ledger, Microsoft Visio, Windows
HSBC BANK, Mumbai, India
June 2012 to Apr 2013
Credit Risk Analyst
HSBC is one of the largest banking and financial services organizations in the world. HSBC India offers a comprehensive range of financial services such as commercial banking, consumer banking, corporate banking, payments and cash management. Credit Risk Analysis project objective was to engage and analyze risks associated with various Banking Asset Products as Auto Loans, Home Loans, Student Loans and personal loans.
RESPONSIBILITIES:
Involved analyzing various banking asset management products such as auto loans, home loans, Student loan and recommend approval or denial decisions
Validate conformity with applicable bank policies, department procedures, and compliance with legal/regulatory and investor guidelines
Promoted a full range of personal banking products and services and maintained strong customer relationships.
Assessed the credit information of the customer to determine the degree of risk involved in extending credit or lending money to customer and commercial applicants
Reviewed the credit applications and made recommendations based on the customer’s credit worthiness
Conducted SWOT analysis to define credit risk
Ensure loans products are in compliance with current laws, and regulations
Develop and implement policies and procedures to improve complacency
Meet and visit clients and their business units to understand feasibility of lending loans
Request and analyze clients' business documents
Study financial statements and future prospects of the business of clients
Perform periodic reviews and audit on clients' progress and business
Conduct survey to identify business scope
Assist in improving bank's business operations
Coordinate and communicate about different projects with the bankruptcy management team
Track and analyze business unit compliance and trends
Prepared and maintained the worksheets of the loan applications and disbursed
Ensured completion and processing of all necessary documentation by support staff
Escalated the applications which required Manager Review
Followed-up with customers to ensure a high level of customer satisfaction was maintained and lead a team and mentored them to achieve best performance as a team
Environment: Microsoft Office suites (Word, PowerPoint, Access, Excel, Outlook, Project, Visio), Microsoft SQL server 2005
ICICI Bank, Delhi, India
June 2011 to May 2012
Business Analyst
ICICI Bank provides commercial banking and financial services. The company offers personal banking, home loans, retirement planning, investments, commercial loans, and credit cards services. The project effort was to upgrade the automation of Loan Process beginning with customer initiation to the title transfer.
Involved in interactions with Subject Matter Expert, Project Manager, Developers, and the end-users in more than one JAD sessions. MS Project proved useful in coordinating activities with project manager and various other teams.
Designed and developed UML Use Cases, Activity Diagrams and Sequence Diagrams.
Created UML use cases and use case diagrams using Rational Rose.
Created traceability matrix for maintaining/updating system requirements using MS Excel.
Gathered product requirements in order to describe the business needs in terms of the main deliverables or products that are created.
Talked to the end users to create the process requirements and to properly explain the flow of future data modules to the design and development team.
Kept a watchful eye on the changes along with maintaining a constant communication with the developers.
Provided clear and concise documentation regarding requirements management plans, functional requirements, supplemental requirements, test plans and test cases
Environment: Windows XP, UNIX, JAVA, Rational Requisite Pro, UML, Rational Rose, RUP, MS Project, MS Excel
Hyatt Regency, Delhi, India
Finance Associate Intern
Executed Quarterly Internal Auditing for the company, Updated P&L models to streamline efficiencies using Advanced Excel and formulated new internal processes and analytical reports to improve information resources available to top management.
Reconcile, research, and resolve any cash discrepancies, overdrafts and long balances in AR & AP department. Perform reconciliation on all payables and receivables: Exceptions are to be noted, researched and resolved in a timely manner.
Environment: Hyperion FMP, Windows XP, Iscala, Opera, Micros, SAP (AR,AP, Ledger)
EDUCATION:
Masters in Business Administration (MBA) – Finance Major, Eastern Michigan University, USA: 2015
Bachelors in Commerce (B.Com), University of Delhi, Delhi, India: 2011
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