Financial business Analyst

Abhinav Agrawal

Business Analyst

M.B.A. (Marketing and Finance)

Institute of Management, Nirma University

B.Tech. (Computer Science Engineering)

Jaypee Institute of Information Technology, Noida

LinkedIn Profile: in.linkedin.com/in/abhinavagrawal1984

Email Id: **************.****@*****.***

Mobile (USA): +1-610-***-****

Correspondence Address (USA): 2809 Colony Dr, Apt B 17, Audubon, PA 19403

Profile

Computer Engineer with M.B.A. in Marketing and Finance with a total work experience of 6 years

Valid H1B visa holder till August 2016

Currently working with NIIT Technologies Limited(USA) at Oaks (PA) as System Analyst (Quality)

Worked with NIIT Technologies Limited (India) at as business Analyst for 4 years.

Worked with Infosys Technologies Limited at Mysore for 20 months as Software Engineer in Mainframe technology.

Keen interest in the fields of Information Technology, Business Analysis, Business Development, B2B and Corporate Sales, Media, Marketing and Consulting.

I wish to utilize my personal and professional skills to fulfill the expectations of my superiors and colleagues and to give cent percent to the growth of my organization and to fulfill my responsibilities towards the organization to the fullest.

Passport and Visa Details:

Passport No: Passport No: M7637849 valid till 24th March 2025

VISA Type: H1B Visa (USA) H8093864 valid till 30th August 2016

Professional Experience

NIIT Technologies Limited (USA) July 2015- Present

Designation: System Analyst (Quality)

Project #1

Customer: SEI Incorporation, USA

Title: Eco Web Services

Role: Business Analyst/Product Owner

Location: Oaks, Pennsylvania, India

Duration: July 2015- Currently

Client Brief: SEI is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management.

Description: Business Analyst/Product Owner for Eco Web Services team. Leading technical and business teams in developing web services for US and UK based banks. Many clients of SEI do not want to use propriety Wealth Management Platform of SEI but only few features of the platform. Web services are used to allow access to clients to the platform. Web services for Cash transactions like Disbursements, Receipts, transfers and pledge have been developed. This involves complete analysis of the client’s business model, IT infrastructure and the existing platform capabilities.

a.Analysis of client systems

b.Analysis of client IT infrastructure

c.Interacting with clients to understand business rules and business activities

Agile framework is being used to create web services. Rally tool is used to for implementing software development.

Scope of Work:

1.Interaction on requirement gathering, user story definition, approval and QA activities

2.Requirement Analysis/Gathering and liaising with business and technical teams

3.Prepare QA strategy and QA Plan

4.Writing/Reviewing test scenarios

5.Writing/Reviewing/executing test cases

6.Project Management and Planning

7.Functional/Regression/Performance/Smoke/Integration Testing

8.Coordinating Offshore Development and Query Resolution

9.Reporting and Status tracking

NIIT Technologies Limited (India) May 2011-May 2015

Designation: Business Analyst

Project #1

Customer: Associated Banks Corporation

Title: Salesforce Accelerator for Wealth Management

Role: Lead Business Analyst (Offshore)

Location: Greater Noida, Uttar Pradesh, India

Duration: August 2014 – May 2015

Client Brief: Associated Banc-Corp is a U.S. regional bank holding company providing retail, commercial banking, commercial real estate lending, private client and specialized financial services. It is headquartered in Green Bay, Wisconsin.

Description: Led technical and business teams in developing an accelerator in Salesforce for performing wealth management reporting and dashboard. This involved complete analysis of the client’s business model and IT infrastructure to provide more robust and useful reports to client.

a.Analysis of system of record

b.Analysis of reports required on daily basis

c.Analysis of underlying business rules and business activities

Agile framework was used to implement the automation activities.

Scope of Work:

1.Interaction on requirement gathering, user story definition, approval and QA activities

2.Requirement Analysis/Gathering and liaising with business and technical teams

3.Prepare QA strategy and QA Plan

4.Writing/Reviewing test scenarios

5.Writing/Reviewing/executing test cases

6.Project Management and Planning

7.Functional/Regression/Performance/Smoke/Integration Testing

8.Handling Offshore Development and Query Resolution

9.Reporting and Status tracking

Project #2

Customer: Merchants & Traders Bank

Title: Extended Day Trading Platform

Role: Lead Business Analyst (Onsite)

Locations of Deputation:

Phoenix, Arizona, USA (Oct 2013 – April 2014)

Greater NOIDA, Uttar Pradesh, INDIA (June2013-August 2013) and (April 2014-July 2014)

Complete Project Duration: June 2013 - July 2014

Client Brief: Wilmington Trust Retirement and Institutional Services Company (WTRIS) is dedicated to designing and delivering professional solutions that increase their business partners' competitive advantages. WTRIS is serving the retirement industry and expertise to meet the needs of TPAs, consultants, and registered investment advisors.

Description: Led Requirements Gathering and Quality Assurance activities at client site to understand the current business of client. This involved analysis of complete analysis of extended day trading process (manual), extensive analysis of business processes and IT systems, identification of client problem areas, create As-Is and To-Be process maps and hence propose automation opportunities.

a.Straight through Processing including As of Day trades for 401k Plan to NSCC

b.Cash reconciliation between Accounting and Settlement Platforms

c.Position reconciliation between Accounting and Settlement Platforms

d.SDR Compliance and Reporting

e.B50 – Fund Add Process

f.B52 – Fund re-registration Process

g.Synchronization of master data for Fund and Fund Account and create a golden source

h.Validation and control of data across various system

Agile framework was used to implement the automation activities.

Scope of Work:

1.Located at client site for direct interaction on requirement gathering, user story definition, approval and QA activities

2.Requirement Analysis/Gathering and liaising with business and technical teams

3.Prepare QA strategy and QA Plan

4.Writing/Reviewing test scenarios

5.Writing/Reviewing/executing test cases

6.Project Management and Planning

7.Functional/Regression/Performance/Smoke/Integration Testing

8.Handling Offshore Development and Query Resolution

9.Reporting and Status tracking

Project #3

Customer: SEI Incorporation, USA

Title: Customer Strata Station (CSS) and Strataweb

Role: Lead Business Analyst (Offshore)

Location: Greater Noida, Uttar Pradesh, India

Duration: May 2012 – May 2013

Description: Led offshore QA and Requirements gathering initiatives to understand clients business and propose enhancements to the existing CSS application. The overall objective of CSS was to automate and ease up client on-boarding process by replicating the existing TRUST3K Mainframe screens to more user friendly Web screens along with adding security features in the applications.

Strataweb project involved automating trading (buy and sell) of equities, bonds and mutual funds, making enhancements and integrating CSS and Strataweb applications

Following enhancements were made using waterfall development methodology:

a.Automate client onboarding and KYC process – Account Open

b.Asset Management – Adding and updating assets

c.Positions and holdings reconciliation

d.Compliance – Integrating FATCA norms in the existing application

e.Cash accounting

f.Financial reporting

g.Handling Close-ended funds in Strataweb

Scope of Work:

1.Preparing QA strategy

2.Creating Test Plan

3.Writing/Reviewing test scenarios

4.Writing/Reviewing/executing test cases

5.Documentation – Solution proposal, estimation and design documentation

6.Project Management and Planning

7.Business Understanding of Client’s Processes

8.Requirement Analysis/Gathering and liaising with technical teams

9.Functional/Regression/Performance/Smoke/Integration Testing

10.Coordinating with Onsite counterparts

Project #4

Customer: SEI Incorporation, USA

Title: Wilmington Trust Corporation Development Services

Role: Lead Business Analyst (Offshore)

Location: Greater Noida, Uttar Pradesh, India

Duration: May 2011 – April 2012

Description: Offshore Business Analyst to enable SEI onboard Wilmington Trust Corporation by integrating existing WTC reports and data with the SEI RT-ODR platform

a.Understanding the business and reporting requirements of Wilmington Trust Corporation

b.Assessment of the gap between reporting requirements and current SEI framework

Scope of Work:

1.Design solution to onboard Wilmington Trust

2.Documentation - Create design document, test scenarios and cases

3.Preparing QA strategy

4.Creating Test Plan

5.Writing/Reviewing test scenarios

6.Writing/Reviewing/executing test cases

7.Business Understanding of Client’s Processes

8.Requirement Gathering and liaising with technical teams

9.Functional Testing

Infosys Technologies Limited August 2007 – June 2009

Designation: Software Engineer (1 year and 10 months)

Project #1:

Customer: SunTrust Banks, USA

Title: CA7 Scheduler

Role: Offshore Software Engineer

Client Brief: SunTrust Banks, Inc. is one of the leading financial services holding companies in USA. The company provides deposit, credit, trust and investment services to a broad range of retail, business and institutional clients. Other subsidiaries provide mortgage banking, asset management, securities brokerage, and capital market services.

Description: Part of offshore team with the responsibility to perform scheduled test cycle running and debugging/resolving errors

Scope of Work:

1.Writing and developing test cases for unit and integration testing

2.Writing code in CICS and COBOL

3.Scheduling jobs via CA7 scheduler

4.Regression and Production Readiness Testing

Project #2:

Customer: SunTrust Banks, USA

Title: Loan Archival

Role: Offshore Software Engineer

Description: Part of offshore team of 4 members to write COBOL and CICS code to archive loan records earlier than a set date

Scope of Work:

1.Client Interaction

2.Writing and developing test cases for unit and integration testing

3.Coding in Mainframe Technologies like JCL, DB2, COBOL, CICS

4.Database Designing

Createch Software Private Limited May 2007 – August 2007

Designation: Software Engineer (4 months)

Project #1:

Customer: Internal Portal for Createch

Title: Knowledge Portal

Role: Software Engineer

Client Brief: Internal project of Createch Software.

Description: Part of team which was developing and testing knowledge portal for the organization. The portal was for use of Createch employees to share knowledge and findings and also to seek help in their day to day job related tasks.

Scope of Work:

1.Writing and developing test cases for unit and integration testing

2.Coding in JAVA

3.Database Designing

Certifications

Certification in “Anti-Money Laundering and Know Your Customer” from Indian Institute of Banking and Finance (January 2015)

Certification in “Functions of Banks” from Indian Institute of Banking and Finance (July 2014)

Successfully passed CISI(Chartered Institute for Securities and Investment) International -Introduction to Investment Banking

Successfully completed Business Analysis Program – Requirements Management from Business School, The George Washington University

Successfully completed CBAP Level 2(Certified Business Analyst Program)

Software Factory award for ‘Performance Above and Beyond Call of Duty’ for WTC Project (July 2012)

Numerous appreciations from Client and Supervisors

College Projects

Chequered Flag Entertainment Company April 2010 to June 2010

Summer Intern

Internship was a mandatory part of the M.B.A. Program

Handled all the operations of the company in Ahmedabad

Role: Finding and establishing innovative distribution channels for the movie – God Lives in The Himalayas which could be utilized in the long term

Learning Outcomes:

1.Practical application of Marketing concepts like branding, targeting, positioning, segmentation, AIDA model, brand resonance planning, multi-channel marketing, marketing mix, promotion mix, positioning strategies.

2.Multimedia tools like Adobe Photoshop and Corel Draw

3.HR aspects like Recruitment and Selection

4.Operations and Logistics Management

5.Financial Planning and Budgeting activities

Projects Undertaken During Graduation 2003-2007

Summer Project : Worked on a project titled “Basics of Networking” at Flex Industries Limited, NOIDA

Studied the existing Networking architecture at the organization

Recommended possible changes for better utilization of resources

Learning Management System Kiosk for the Institute

Data mining Software using JAVA

Snake and Ladders Game in JAVA using Advanced Data Structures

Web based E-Commerce website

Cryptography Software using RSA Algorithm

Academic Build Up

Degree

Institute

Board/University

From/To

CGPA % %%

MBA

Institute of Management

Nirma University, Ahmedabad

2009- 2011

2.277(out of 4.33)

B.Tech.

(Computer

Engineering)

Jaypee Institute of Information Technology

Jaypee Institute of Information Technology Deemed University, NOIDA

2003- 2007

73%

XII

City Montessori School, Lucknow

I.C.S.E

2002- 2003

79.2%

X

City Montessori School, Lucknow

I.C.S.E

2000- 2001

89.0%

Achievements/ Awards

Led house to tournament victory in Inter-House Cricket Tournament at school(2001)

Achieved rank among top 6% of probable IT professionals in the NIIT Aptitude test

Awarded certificate of special effort by the Cancer Aid Society for collecting highest fund in city

Extra-Curricular Activities

Member of Placement Committee at Institute of Management, Nirma University (2009)

Core Team Member of Kaizen Committee at Institute of Management, Nirma University (2009)

Member of Logistics Committee at HR Conclave, Institute of Management, Nirma University (2009)

Member of Tracking Committee at NICOM 2010,Institute of Management, Nirma University (2009)

Member of Movie Club at Institute of Management, Nirma University (2009)

Member of SGT(Self Governance Team) during Infosys training (2007)

Member of Infosys Mysore Quiz circle which organizes GK quiz every month

Participated in various competitions like debates and JAM and won prizes in those competitions.

Represented the branch at the annual sports and athletic meets.

Won various prizes in art and drawing at state level and school level.

Won prizes in both English and Hindi calligraphy contest.

Won second prize in dramatics contest at school level.

Career Interests

Consulting, Information Technology, Business Analysis, Finance, Business Development, B2B, Corporate Sales and Marketing.

Personal Details

Date of Birth: 25th December 1984

Marital Status: Married

Father’s Name: Girish Mohan Agrawal

Spouse’s Name: Prachi Kuchhal

Nationality: Indian

Language Known: English, Hindi

Hobbies: Sports, Music, Reading and Travelling.

Correspondence Address (USA): 2809 Colony Dr, Apt B 17, Audubon, PA 19403

Mobile (USA): +1-610-***-****

Email Id: **************.****@*****.***

Permanent Address (India): D-27, Gaur Green City, Indirapuram, Ghaziabad - 201014

Abhinav Agrawal Date:

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