Peter Adani

acxsdo@r.postjobfree.com

718-***-****

Atit Kumar

Business Analyst

SUMMARY

8+ years of experience in business analysis, business requirements modeling and development of Web Based, and Client/Server applications in diverse business domains of Finance, Banking and Service Industry Sectors.

Proficient in gathering and converting User Requirements into Business Requirements and Functional Requirement Specifications (FRS) and use Modeling tools like Rational Rose and Microsoft Visio for requirements modeling.

Sound understanding of Gap Analysis, requirement management, risk analysis and project plans.

Solid understanding of Rational Unified Process (RUP) using Rational Rose, Requisite Pro, Unified Modeling Language (UML), Object Modeling Technique (OMT), Extreme Programming (XP), and Object Oriented Analysis (OOA).

Detailed understanding of the front office, middle office and back office operations of Core Banking activities, Clearing and settlement Process and Funds Transfers.

Deep understanding of Investment Management, Asset Management, Prime Brokerage Services, Money and Capital Market Instruments

Excellent in designing business models using UML diagrams such as use case diagrams, class diagrams, activity diagrams, sequence diagrams and collaboration diagrams using Rational Rose and MS Visio.

Expertise in using the testing tools such as Mercury Quality Center (QC)/Test Director and Quick Test Pro (QTP).

Highly efficient in using the change management tools of Version Control System like Document Center/Documentum and IBM Rational Clear Case.

Strong knowledge and experience in writing and executing SQL queries for database testing.

Experience in developing QA test cases, test scenario and leading towards UAT and Beta Testing for ensuring the application’s successfulness.

Experience in conducting Joint Application Development (JAD) sessions and White Board Sessions with end-users, Subject Matter Expert (SMEs) team, Architects and design group development and QA team for project meetings, walkthroughs and customer interviews commensurate with excellent communication skills.

Creative and aggressive self-starter with integrative thinking skills, capable of communicating creative ideas through graphical analysis charts and statistical data display.

DISCIPLINES

Business Analysis, Business Architecture, Data Mapping, Data Modeling, Requirements Gathering, Functional Specification Design, Testing (Test Cases) (Manual Testing & Automated Testing tools), Quality Assurance (QA), Documenting Process Flow, Process Re-Engineering, Process Mapping, Business Contingency/ Business Continuity Planning (BCP), GAP Analysis, SDLC

Software/Hardware: Rational Team Test, OOAD (OOA/OOD), RUP, UML, Rational Rose, Clear Case, Clear Quest, Load Runner and Test Director, C, C++, Java, HTML,SQL, Windows 9x/NT/2000/XP, Unix, Linux, Oracle, SQL Server and MS Access, MS Visio, MS office

PROFESSIONAL EXPERIENCE

Raymond James financial – St. Petersburg, FL Feb 16- Present Sr. Business Analyst

Raymond James is a financial services company that provides Investment Banking, Asset Management, and Wealth Management services for private, corporate, and institutional clients worldwide. Wealth Management services are designed for high-net-worth and affluent individuals around the world, whether investing internationally or in their home country. Provides tailored, unbiased advice and investment services ranging from asset management to estate planning and from corporate finance to home financing. The goal of the project is Architect and populates the consolidated data system (CDS) to bring source to target transactions into one system which help to eliminate the future error by making it accurate. Provides a consistent, structured view of the data for front-end applications. Build a foundation for Business Intelligence, leveraging the Target State Architecture.

Responsibilities:

Interact with business stakeholders from multiple departments including: Card Finance, Accounting, Third Party Investor Reporting and Capital Market and led meetings and interviews.

Gather and document business requirements and business process flow, following the existing template and specifying the objects, assumptions, constrains, scope, features, data file load processes, and screen mockups etc.

Generated requirements for Capital Markets - Fixed Income Investment Management Business, Portfolio Management, Hedge funds, corporate actions, Brokerage and Trading Model within the scope of both the Front and Middle Office.

Responsible of creating the Meta data mapping for Anti money laundering (AML) under their financial crime & compliance program and know your customer (KYC) for Raymond James Trust.

Responsible for Data Mapping between the source to standard business data input (SBDI) and standard business data input (SBDI) to consolidated asset & liability (CCAL) in the performance group.

Coordinated data profiling/data mapping with business subject matter experts, data stewards, data architects, ETL developers, and data modelers.

Mapped physical to logical definitions.

Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database.

Worked on data modeling and produced Transaction patterns for the new transactions for data mapping and data definition documentation.

Conduct Gap Analysis to identify the enhancements of current system and the differences between current and future processes.

Participated in the testing effort at all the stages of SDLC (Agile model) and executed test cases and documented the test results using Team foundation server.

Worked in an AGILE delivery model involving multiple scrum teams and daily stand-up meetings

Involved in development of Test Plans, Test schedules, Test Cases based on high-level and detailed designs

OS hardening and System security implementation

Designed and implemented modifications and testing strategies for various brokerages systems (mutual funds, annuities).

Provided documentation such as requirements management plans, functional requirements, test plans and test cases.

Designed and developed use cases, activity diagrams, and sequence diagrams using UML. Used Query Analyzer, Execution Plan to optimize SQL Queries

Responsible for Data Extraction, Data Compilation, Data Analysis, Data Manipulation and Data Validation using SQL queries in a MS SQL Server 2000 environment

Created Process Flow diagrams, Transaction pattern using MS-Visio.

Developed use case diagrams, Entity Relationship diagrams, UML diagrams and activity diagrams to reflect use case narratives.

Coordinate paperwork, transportation and brokerage activities associated with all domestic and international movements.

Provide security to all servers thru OS hardening, Patch management and Package management. Preparing systems Complaint to CIS.

Environment: Rational Unified Process (RUP), Windows 7, UML, soap 4.0,SOA,Agile, Basel MS-Project, MS-Office 2013, MS Visio, Team foundation server.

Bank of Tokyo, NJ Mar 2013 – Nov 2015

Business Systems Analyst/ UAT Tester

Online Banking (OLB) – Overseas business Application Server (OVS)

Bank of Tokyo online banking is one of the most emerging bank in USA. With more than 29 million active subscribers and around 12 million logins a week, Bank of Tokyo leaves it competitors far behind when it comes to sheer numbers. This application is called OVS, which means centralized overseas. Bank of Tokyo want to integrate its global banking system as well as HQA (headquarters of America) ongoing system to make that compatible for its fast-growing business in US. They wants to put GMH (global messaging hub) in order to integrate their global banking system.

Win_BAS is the core Banking System used by MUFG Banking Group, which deals with various modules such as Loans & Deposits, Loan Syndication, Foreign Exchange, Funds Transfer, Expense, Letter of credit, Derivatives, Fixed term deposit, Statement generation etc.

Responsibilities:

Gathered business requirements by driving user-group meetings and working with various global, cross-functional and virtual teams

Responsible for creating the test cases for balance confirmation report of various front-end application such as SIT, UAT and Production as well.

Responsible for finding discrepancies from the different product such as Fixed term deposit, Derivatives, Foreign exchange, Loan, Letter of credits, Deposit etc., by comparing reports of SIT against UAT, SIT against PROD, UAT against PROD from their front-end application.

Involved in testing of reports taken from Back-end application as Business Object of SIT, UAT and Production.

Responsible for testing reports taken from Business intelligent service (Prod) against Business intelligent service (SIT) against the reports given by treasury department.

Involved in system on-boarding (Syo) process in Central directory layer (CDL) which work as reference for Data- warehouse.

Involved on act upon the request given from compliance department for transaction of foreign currency by opening its transient account with its life cycle and testing that with any particular currency.

Involved in adding Holidays for any foreign currency in customer profile.

Responsible of raising the defects, tracking and resolution of all discrepancies identified during testing using HP quality center.

Analyze requirements utilizing various methods. (E.g. sample data from SQL queries, Screen Shots, reports, prototype screens, sourcing information, and other data models.)

Discussed with SMEs across different businesses units to gain solid knowledge of the existing Credit Risk Calculation System and assisted in preparing an advanced Risk Assessment and ROI Management.

Gained thorough understanding of Cash Management, Liquidity Positions and Liquidity Ratios

Responsible for business system analysis of customizing the BPS Risk Management product with involvement through the whole SDLC

Met with users and stakeholders to understand the problem domain, gathered customer requirements through surveys, interviews (group and one-on-one) along with JAD sessions.

Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams, OOD using UML

Involved in all phases of software development life cycle in RUP framework.

Used Rational Rose to model the process using UML to create behavioral and structural diagrams.

Managed the transition to new development standards, procedures and processes including the introduction of UML, Rational Products including Rational Software Architect, Clear Case and Clear Quest as well as the Mercury Test Suite

Provide ad-hoc reporting and analysis from data sources including PeopleSoft (SET) and Teradata

Extensive experience in using collaborative tools like Mercury Quality Center to facilitate development across disparate teams

Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams, OOAD using UML and Business Process Modeling.

Environment: Windows, MS Office(MS Word, MS Excel, MS PowerPoint, MS SharePoint, MS Access), Oracle, Crystal reports, IBM Mainframes, RUP, SQL, Basel II, SWOT analysis

Royal Bank (RBC) – Fort Lauderdale, FL Aug 11- Feb 13 Sr. Business Analyst

Royal Bank are one of North America’s leading diversified financial service companies, and provide personal and commercial banking, wealth management services, insurance, corporate and investment banking and transaction processing services on a global basis. The in-house mortgage application was one that enables the mortgage specialist to view customer applications and verify their status. The application also enabled the specialist to view if the customer had any existing mortgages, loans and commitments, details of credit card balances, etc. Royal Bank has major lines of business such as RBC Banking, Insurance, 7 million clients; 1,300 branches; 4,100 machines through Centura, Builder Finance, Liberty Insurance, Dain Rauscher and Capital Markets

Responsibilities:

Develop Logical and Physical data models that capture current state/future state data elements and data flows using Erwin.

Interact with business stakeholders from multiple departments including: Card Finance, Accounting, Third Party Investor Reporting and Capital Market and led meetings and interviews.

Gather and document business requirements and business process flow, following the existing template and specifying the objects, assumptions, constrains, scope, features, data file load processes, and screen mockups etc.

Generated requirements for Capital Markets - Fixed Income Investment Management Business, Portfolio Management, Hedge funds, corporate actions, Brokerage and Trading Model within the scope of both the Front and Middle Office.

Conduct Gap Analysis to identify the enhancements of current system and the differences between current and future processes.

Participated in the testing effort at all the stages of SDLC (Agile model) and executed test cases and documented the test results using HP Quality Center.

Worked in an AGILE delivery model involving multiple scrum teams and daily stand-up meetings

Involved in development of Test Plans, Test schedules, Test Cases based on high-level and detailed designs

OS hardening and System security implementation

Designed and implemented modifications and testing strategies for various brokerages systems (mutual funds, annuities).

For Basel II Large Exposure project, which focusing on measuring the risk capitals for UBS largest counterparties, so to set the capital limits for each. Responsible for gap analysis and workflow mapping analysis, prepared requirement document and testing cases.

Provided documentation such as requirements management plans, functional requirements, test plans and test cases.

Involved in decision making of converting manual test cases into automated test scripts and analyzing their life time and time required to update the scripts.

Designed and developed use cases, activity diagrams, and sequence diagrams using UML. Used Query Analyzer, Execution Plan to optimize SQL Queries

Responsible for Data Extraction, Data Compilation, Data Analysis, Data Manipulation and Data Validation using SQL queries in a MS SQL Server 2000 environment

Created Process Flow diagrams, Use case diagrams (UML) using MS-Visio.

Developed use case diagrams, Entity Relationship diagrams, UML diagrams and activity diagrams to reflect use case narratives.

Coordinate paperwork, transportation and brokerage activities associated with all domestic and international movements.

Provide security to all servers thru OS hardening, Patch management and Package management. Preparing systems Complaint to CIS.

Environment: Rational Suite (Rose, Requisite Pro), Dreamweaver, Rational Unified Process (RUP), Windows NT/XP/2000, UML, soapUI 4.0,SOA, UNIX, Agile, Basel MS-Project, MS-Office 2000, MS Visio, Case wise Corporate Modeller, WinRunner, Test Director

SunGard Capital Market & Investment Banking, Sierra, Philadelphia Feb 10 - Jul 11

Business Analyst

Determine strategy and business requirements for Capital Market software products. Responsible for products pricing, workflows, operations, and P&L/position analysis, with a focus on Fixed Income, Interest Rate Derivatives, and risks. On-site client visits to gather and evaluate business requirements for the management and processing of Capital Market transactions, identify business gaps, and assist clients find the best technology solutions to maximize their productivity and minimize the operational risks.

Responsibilities:

Understood Fixed Income, Bonds and Bond Trading Cycle, Equities and Equity Trade Cycle, Derivatives (Options and Futures), Portfolio Management, Wealth Management, and Sales and Marketing.

Successfully managed a Data Warehouse Migration and Implementation project where three terabytes (8 Databases) of data were moved from a Mainframe VM/FOCUS environment to a Teradata platform.

Data mapping, logical data modeling, created class diagrams and ER diagrams and used SQL queries to filter data within the Oracle database.

Data transfers from text files and Access databases using BCP and DTS; Data mapping and transformations while loading data using VBScript.

Worked on data modeling and produced data mapping and data definition documentation

Developed and maintained Global Capital Market Systems databases, implemented Research Publishing System and Market Commentary Database, enhanced Customer Relationship Management (CRM) databases.

Deep understanding of various investment alternatives for portfolio such as equities, treasury and corporate bonds, debentures, derivatives (futures, forwards and options), commodities, private equity, real estate, hedge funds and venture capital.

Extensively worked with SMEs in Formalizing and analyzing Trading Tools and Functions, including Market Order, Limit Order and Daily Trading Volumes

Reviewed and analyzed business requirements for International Fixed Income, Equities, Equity Derivatives and Prime Brokerage; developed business strategy and test plan;

Performed regression testing of the Basel EAD model for the entire OTC derivatives book between the old and the new regulatory capital models.

Wrote specification per Basel II defined event type’s category: Internal Fraud, External Fraud, Business Disruption & Systems Failures, Execution, Delivery, & Process Management etc.

Performed data analysis and data mapping to bring the data originating from seven source systems in the commercial banking database to Basel II database.

Experience of BETA Brokerage, it describes how the expected return of a stock or portfolio is correlated to the return of the financial market as a whole

Implemented ATDD (Acceptance Test driven Development) model with testing.

Comprehensive knowledge of and experience in multiple businesses including securities lending operations and trading, as well as prime brokerage sales

Responsible for continuous process improvement by using SDLC methodology

Involved in development of Test Plans, Test schedules, Test Cases based on high-level and detailed designs

Use Cases and other Process Flow Models were designed using Visio and Rational Rose.

Participated in the testing effort at all the stages of SDLC (Agile model) and executed test cases and documented the test results using HP Quality Center.

Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams, OOAD using UML and Business Process Modeling.

Environment: Windows XP Professional, Oracle9i, SQL, MS Access 2000, MS Excel, Internet Explorer, MS Outlook, RUP, Oracle, UML, soapUI 4.5,SOA, Agile, Rational Rose, Requisite Pro, Basel, Clear Case 2002, Rational Clear Quest 2002, MS Office 2000, MS Visio 2003.

Fidelity Investment – Covington, KY Sep 08 – Jan 10

Business Analyst

Fidelity Investments is a group of privately held companies in the financial services industry. Fidelity Investments includes a large family of mutual funds, their distributors and investment advisors, and a retail brokerage, as well as unrelated business. Fidelity Investments is the leader in the 401(K) business. The Small Business Sector (SBS) of Fidelity Investments wanted to start a new Competitive Intelligence (CI) unit to analyze and strategize the competitors by creating a knowledge base internally in a Microsoft Share Point Intranet My job was to help design the entire Competitive Intelligence Infrastructure for the SBS in Kentucky. I was designated as the Systems Project Manager for the Competitive Intelligence Infrastructure. I had the administrative rights for the development of the Competitive Intelligence Knowledge Base which was designed in the internal Fidelity intranet known as Microsoft Share Point and linked to an existing Knowledge Base

Responsibilities:

Involved in all phases of software development life cycle (SDLC) in RUP framework.

Identified/documented data sources and transformation rules required to populate and maintain data warehouse content.

Data transfers from text files and Access databases using BCP and DTS; Data mapping and transformations while loading data using VBScript.

Worked on data modeling and produced data mapping and data definition documentation

Planned and defined Use Cases created Use Case diagrams, Scenarios and Use Case Narratives using the UML methodologies.

Generated requirements for Capital Markets - Fixed Income Investment Management Business, Portfolio Management, Hedge funds, corporate actions, Brokerage and Trading Model within the scope of both the Front and Middle Office.

Implemented ATDD (Acceptance Test driven Development) model with testing.

Also, worked as a requirements/Data analyst in developing the BI application using agile methodology. Familiarity with agile ATDD (Acceptance Test driven development) environment, creating acceptance criteria to help developers build a piece of code and testers to test it, Actively participated in Iteration planning, release management meeting, show and tells, Retrospective. Familiarity with GHERKIN language.

Experience Tester in Agile Development Env. Using TDD and ATDD approach.

Developed and maintained Global Capital Market Systems databases, implemented Research Publishing System and Market Commentary Database, enhanced Customer Relationship Management (CRM) databases.

Assisted with the redesign of the chart of accounts and organizational cost center layouts.

Designed a custom process to handle specialized needs for the State of Alabama Encumbrance Requirements.

Experience Tester in Agile Development Env. Using TDD and ATDD approach.

Experience of BETA Brokerage, it describes how the expected return of a stock or portfolio is correlated to the return of the financial market as a whole

Used SoapUI for functional, performance testing of web services which are based on SOA

Performed functional testing of restful web services using both XML and JSON.

Determine strategy and business requirements for capital market software products. Responsible for products pricing, workflows, operations, and P&L/position analysis, with a focus on Fixed Income, Interest Rate Derivatives, and risks.

Worked on Fixed Income, Derivatives, Brokerage and Financial Services.

Applied Unified Modeling Language (UML) methodologies to design Communication Diagram, Use Case Diagrams, Activity Diagrams, Sequence Diagram and ER diagrams.

Provided documentation such as requirements management plans, functional requirements, test plans and test cases.

Validate xml transformation and data using DB Filters, logs

Incorporated the best practice methodologies as advocated by the Rational Unified Process.

UAT testing performed along with call center managers to make sure that application meets their requirements. Manually tested the whole application before going for the automated testing.

Reviewed and analyzed business requirements for International Fixed Income, Equities, Equity Derivatives and Prime Brokerage; developed business strategy and test plan

Comprehensive knowledge of and experience in multiple businesses including securities lending operations and trading, as well as prime brokerage sales

Created Process Flow diagrams, Use case diagrams (UML) using MS-Visio.

Performed automation testing on the application using LoadRunner. Created test scripts for the functional interface of GTS modules using on LoadRunner.

Created test plans and scripts

Environment: Microsoft Office Suite, Lotus Database, Microsoft Visio, Agile, RUP, soap UI 4.5UML, Business Objects, Test Director, Load Runner.

EDUCATION

Master in business administration.

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