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Data Management

Richmond, Virginia, United States
October 11, 2016

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**** ************ **** ******* **-23233 ■ ■ 732-***-**** (M)

Solutions-Oriented Business Analyst Professional with 9 years of progressive experience supporting, implementing IT applications, adept at identifying, analyzing, and defining business needs, conduct process improvements efforts and change management initiatives for clients across a wide range of industry.


Skilled at leveraging experience to define problems, design solutions and achieve objectives such as improving business processes and operational efficiency into business operations through development and implementation of applications

Delivered multiple projects adopting Software Development methodologies like Agile Scrum, RUP, waterfall and hybrid

Proficient in writing effective User Stories & UML notation like Use Cases, Logical Data Model, Functional & Non Functional specification documentation and business process modeling.

Demonstrated success implementing end-to-end solutions for front, middle, and back office, including: Equity Derivatives, fixed income securities, Mortgage Backed Securities (MBS) and OTC derivatives and Operational Risk and Compliance

Proficient in optimizing Business processes through hands-on knowledge spanning all aspects of Software Development Life Cycle (SDLC) from the initiation and scoping phases through the requirements and solution design phases, through the testing and implementation stages

Adept at implementation of COTS/SaaS packaged solutions helping clients uncover the scope of the solution, understand the business need, identify integration points with existing systems and configure the solution to meet the requirements

Working knowledge of IT service principles and frameworks including ITIL and a demonstrable understanding of solution design best practice and application

In-depth experience in increasing operational efficiency by drawing upon superior communication skills and primary liaison between business stakeholders and development teams to provide the necessary tools and ensure that solutions are aligned to exceed business goals



Agile Scrum, Waterfall, Rational Unified Process(RUP),Waterfall-Agile Hybrid

Productivity Tools

UML, MS Office suite, MS Visio, SharePoint 2013 CRM 2011/2013, Cvent,iGrafx


MS SQL2010, PL/SQL, MS Access

Testing Tool

Quality Center, ALM, ClearQuest

Project Management Tools

MS Project, Clarity, VersionOne, Pac2000/Remedy, AtTask, JIRA, Confluence

BI/Reporting Tool

Business Objects, Crystal Reports, EDM

Trading Tool

Misys Summit FT 5.6, TPG (The Portfolio Genius)


World Bank Group, Washington D.C. - August 2014 – September 2016

Sr Business System / Quality Analyst, Treasury Applications and FIDAT Data warehouse

Implemented successfully the cash flow mismatch report between OTC derivatives and bonds, STP Trade exception rules across the blotter in Summit FT trading application by Interfacing with IT team to turn requirements into system solutions

Gathered, analyzed and documented requirements and convert them into functional specification document for automation of book level entry into General Ledger for IFFIm Desk, involving automation of MTM accounting entries and enhanced mapping between sub ledger and general ledger

Created a test approach, identified scope of testing with risk based approach for each feature and scope of work in a project effort identifying test environments, dependencies, constraints, prioritized test cases and scheduled time for the testing

Certified application for release to the next testing stage or to the production environment and generated and distributed periodic status reports for testing and documented the results that are inconsistent and coordinated resolution of system defects

Wrote business requirements document for FIDAT and then turned them into epics, features and user stories and supported agile efforts using agile management tool like JIRA and Confluence

Actively participated in Agile Scrum ceremonies of Daily Scrum, Refinement, Retrospective, and Planning in two week sprints, developed and prioritized user stories and acceptance criteria to add value to the customers.

Analyzed business requirements for monitoring of counterparty exposure to support collateral service agreements and initial margins and identify data feeds from existing systems/data stores and the integration rules applied to data elements in staging to enable end users to do analysis of the report

Assisted in data architecting and data mining by profiling large volume of structured and non-structured source data from disparate sources, working with data originators from various units in identifying and integrate the data collected to adjust source-system data structures to facilitate analysis

Coordinated with the development team on mapping between debt pool, fund type and loan groups, investment, borrowings and lending rate reporting requirements by communicating effectively to comprehend the objectives, requirements, and the scope of the project

Mapped source-to-target attributes to ensure required data sources are covered for process activities, document the BI reporting views by analyzing the working file and data elements captured are verified against data package

Created information entity catalogue which is data element level requirements captured from all the required dataset for process activities related to derivatives valuation and enterprise risk like MTM 105 reports, scenarios based MTM extract report, FX-IR bifurcation, MTM Sensitivity and attribution report, TAS, FAS 157 financial disclosure report

Extensively used SQL to query data for comparison, data verification and create data dumps for users to review and create sample test data for the test cases

PricewaterhouseCoopers, Tampa, FL - March 2014 -August 2014

Sr Business System Analyst, MES Tool Suite Implementation

Acted as a primary liaison between business units, 3rd party vendor and IT teams, Identified and documented high level functional requirements captured based on ‘AS-IS’ and ‘TO-BE’ processes by analyzing the existing business processes and created process workflows using formal notation Business Process Modeling Notation (BPMN)

Compiled list of pain points from the stakeholders and end users based on their current experiences of Meeting registration to account reconciliation and reviewed internally with the business to obtain signoff

Documented high level system integrations prior to engagement with internal suppliers to drive architectural conversation to define the approach; Mapped the user requirements with the SaaS solution, identified and documented the gaps, reviewed with the stakeholders to manage their expectation of final solution.

Prepared system integration engagement proposal document for internal suppliers and reviewed SOU provided by suppliers with the business and IT team and Maintained Requirement clarification log to get answers to open questions from stakeholders

Documented the Business analysis plan and reviewed with business analysis and testing team which identifies the tasks, deliverables, roles and their responsibility among internal and external supplier and PwC team

Successfully managed deployment of MES Lotus notes database archiving of records as part of LITE project, prepared engagement proposal reviewed with internal supplier development team, coordinated the UAT.

BankUnited, Miami, FL - April 2013- March 2014

Sr Business/Quality Analyst, Investment Portfolio Accounting System

Led in the implementation, customization, configuration by capturing the business requirements and pain points for the solution implementation that meet the strategic needs of BankUnited investments

Ensured the custom reports are generated for monthly reconcilement of ALM extract for Bancware, portfolio management, accounting and quarterly regulatory reporting like call reports from the current data warehouse.

Oversaw system configurations that determine how transactions post to general ledger and ensuring the integrity of data utilized for management reporting; provide specification for configuring and posting Journal entry into Lawson G/L system and tested G/L extract automation of consolidated trade and loans data file postings to G/L

Developed and supported systems for front, middle, and back office operations of derivatives like IR swaps and FI securities like Bonds, MBS, ABS and test system interfaces with analytics tool like Intex and IDC for cash flow upload

Delivered the assets and liabilities in excel spreadsheet template for data migration from existing system IPS Sendero to TPG, reconciled the data and processed monthly separately and resolved any discrepancies in securities.

Assisted in the application role security configuration set-up, risk module set-up for trader limits and ensured Segregation of Duties (SOD) are enforced through the logic and controls in the system; documented Disaster Recovery Plan (DRP)

Protected clients and Managed top-down risk assessment of software package applications were properly installed and testing of internal controls compliant with all regulations including Sarbanes-Oxley (Sox 404)

Documented the overall Master test plan, developed requirement traceability matrix and led UAT test phase to test implementation, achieve signoff and continue to move the system towards go-live

Wells Fargo, Charlotte, NC - October 2011- March 2013

System Analyst, CRM Applications

Interacted with business teams from various business units within wholesale technology group and led requirements, design, integration efforts and deployment to deliver CRM (MS Dynamics) tool Relationship View

Gathered requirements around functionalities to provide ability to create and track contacts, capture client interaction data, and configure MS Dynamics CRM functionalities and updating the documentation to reflect changes in process

Organized and facilitated sprint planning, retrospectives, release planning, demos, and other related meetings, Implement CRM front end and workflow configurations as per needs of business teams

Conducted business process analysis, project plans and other artifacts as specified in the Project Management process, recommend project priorities and advise on options and risks

Created user stories and tracked software progress of stories using VersionOne Agile/scrum management tool to estimate level of effort and progress of content deliverables against available resources

Coordinated and managed all deployments and change management utilizing PAC2000/Remedy to ensure change descriptions are clear and accurate, planned all the change management document and obtain the approvals from the management

Charles Schwab, Austin, TX - February 2010 – August 2011

Sr Business Analyst/Quality Analyst, Retirement Plan Services

Spearheaded a complete system rewrite of 401(k) enrollment system to enable conversion from an antiquated and unsupportable batch type processing system with transaction type processing and performed holistic GAP analysis for the enrollment system by mapping the existing plan enrollment business process flow and identifying areas of improvement, ensure a high quality client experience through understanding the needs to create the future state enrollment system

Partnered with business users to facilitate the discovery and prioritization of business requirements; Experienced in resolving conflicts by leading Joint Application Development (JAD) sessions, review stakeholders requirements for consistency and to eliminate ambiguities; facilitate discussion of solution approaches to meet the project goals

Prepared mock-up User Interface (UI) screens by using MS Visio to communicate visual navigational flow of enrollment system to the business and technical stakeholders; prepared Graphical depictions of high risk Use Cases, UML Models such as Use Case Diagrams, and Flow Diagrams using MS Visio.

Implemented successfully 408(b)2 regulation for plan sponsors to disclose their services and fees by working closely with development team to generate a comprehensive fee disclosure report to meet regulatory compliance

Identified test scenarios and prepared test cases for different functional requirements to assess ROF for both buy/sell side option transactions and automatically reverse fees when a trade is canceled and contributed in test planning, test preparation, scripting, and test execution according to defined best practices, standards, and procedures

BNP Paribas, New York City, NY - January 2008 – November 2009

Sr Business System Analyst, Equity Trading System

Provided project coordination for the development of Equity Trading System, managed weekly meetings to ensure all groups were represented, requirements identified, work plans submitted and all deliverables and issues were tracked to completion

Managed scope of the project, defined project goals and Interacted with the traders to gather requirements and specifications for the development of new application and worked extensively with fixed income group to leverage certain features and functionalities from fixed income trading system

Prepared Business Requirement Document and translated into functional requirement specification; Reviewed with development team and end users to complete system development

Created wireframe models using MS Visio for GUI screen improvement, participated exclusively in the UI stage of application design, working with screen design teams and the business to help ensure user experience and application requirements are taken into consideration on every screen of the application

Managed day-to-day interaction with business users to understand their needs and requirements, and with development teams to successfully transform the business requirements into a new business application; project followed agile software development process; coordinated team in developing test plans, test scripts and reviewed those prepared by the users

Executed UI testing manually to ensure the of trading application performs as per traders expectations and created test scripts to validate the requirements

Wellington Management, Boston - May 2007 – January 2008

Business & Quality Analyst, Equity Derivative Trading Applications (GTS)

Defined and documented the requirements for next generation proprietary buy-side trading application Global Trading System made up of trade Order, trade Placement, Execution and allocation management which resulted in increased total trade volume

Worked with compliance teams, trading and derivatives legal team to deploy firm-wide compliance, PTC/Sentinel throughout the trade workflow to notify users to get alerts for pre-trade compliance breaches at three level ;local, firmwide and PTC Sentinel

Led multiple additional tracks like Portfolio Manager Workstation (PMW), trade router logic, trade adjustment and search supporting end–to-end business solution that resulted in higher volume of trade of equity derivatives like total return swaps

Created UI/UX mockups of Create Order, user friendly toolbar icons to ensure intuitive design is applied based on user research activities in the equity derivative trading application which resulted in a better user experience for OTC derivative traders

Created the functional requirement document for two way communication of trade details with derivative service interface, performed cross-functional impact assessment for the integration and configuration of Calypso into the GTS

Instituted trading feature Next Best Broker and wrote algorithm for the same to assist traders before the execution of a trade to choose an ISDA compliant broker who is most favorable in executing trade

Ensured the appropriate parties review and sign-off the test cases prior to test execution, imported requirements and validated them with test cases to ensure adequate test coverage using Quality Center


Bachelor of Science, Kuvempu University, India – April 2001

Master of Science / MBA, Western Michigan University, Kalamazoo, MI – April 2005 / September 2005 – April 2007

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