Lisa Shah
● Hoboken NJ ***** ● 732-***-**** ***********@*****.***
Business Analyst with SIX+ years of experience with in-depth knowledge of SDLC (Software Development Life Cycle) and development practices
Proficient in Technical and Business Writing, Business Process Flow, Business Process Modeling, Business Analysis and testing various methodologies
Diverse experience in Retail, Banking and Financial Services
Well acquainted with Workflows and UML (Unified Modeling Language)
Actively used Joint Requirement Planning (JRP), Joint Application Development (JAD) sessions for requirements gathering and brainstorming ideas
Multi-Tasking and Organizational Aptitudes, with proven experience in Development and Implementation of Strategies
Extensive experience in developing Use Cases, creating Screen Mockups, conducting Gap Analysis and Impact Analysis, SWOT analysis, Cost Benefit Analysis, Risk Analysis
Responsible to Track, Document, Capture, Manage and Communicate the Requirements using Requirement Traceability Matrix (RTM)
Goal oriented, systematic planner, effective in managing project priorities and multitasking
Involved in Test Planning, Test Preparation, Test Execution, Issue Resolution and Report Generation
Experience in end-to-end testing, UAT (User Acceptance Test) and user training for customers
Highly motivated team player with excellent Interpersonal and Customer Relational Skills
TECHNICAL SKILLS
Business Modeling Tools
Rational Enterprise Suite, Visio, UML, Share Point, Microsoft Office
Microsoft Tools
MS Outlook, MS Visio 2007, MS Word, MS Excel, MS Access, MS PowerPoint
Financial Systems
Bloomberg, Reuters 3000 Xtra, Capital IQ
Project Methodologies
Rational Unified Process (RUP), Agile, Waterfall
Operating System
Windows 95/NT/2000/XP, MAC
Reporting Tools
Business Objects, Crystal Reports
PROFESSIONAL EXPERIENCE
Knight Capital New Jersey April 2013 - Present
Business Analyst
Sentinel is a real-time system for monitoring firm-wide market, credit, and operational risk. This integrated risk framework consolidates and streamlines information associated with firm risk to enable more accurate and quicker issue resolution. It is web based in-house system which uses combination of factor data supplied by MSCI Barra and internal modeling to calculate risk exposures.
Roles & Responsibilities:
Gathered requirements from business, analyzed existing systems and prepared functional design documents
Channeling Gap analysis to understand new business model and additional functionalities to be incorporated into the new application
Conducting JAD with subject matter experts, stakeholders and other management teams as a part of requirements elicitation and in the finalization of the Business Requirement Document
Enhancing and reengineering Business Requirements into Functional Requirements Specification Document using UML and MS Visio
Provided project support in scheduling/facilitating meetings, creating agenda, and recording meeting notes and following up on action items
Conducting functional walkthroughs, User Acceptance Testing (UAT) sessions, and assisted the development of User Manuals for customers
Working with the project manager for planning and organizing the project activities, and in communicating with other business center mangers and stakeholders of the project
Actively involved in walkthroughs and meetings with Project Team to discuss related business and project issues
Working with the QA team for requirements clarification and to analyze the test results of the application
Creating functional and technical presentations for management and training workshop for end users
Assisting the Corporate Risk team with production support on all the applications as well as enhancements and upgrades
Assisting project manager on defining and implementing operational strategies across the technical team
Provided support to the business during User Acceptance Testing (UAT)
Provided key input in working with users in defining project and system requirements
Streamlined clerical work processes and mapped then into the new system
Developed project plans and managed project scope
Environment: MS Office Suite (Word, Excel, Outlook, PowerPoint), MS Visio, MySQL, and UML.
Disney Florida April 2010 – March 2013
Business Analyst
Project: Property Management System is a booking system of record for reservations for Walt Disney World. Its multi-user web based application which allows thousands of clients to make reservations across multiple resorts with in Disney. Reservation, Accounting, Pricing and Groups Management are core components of booking system. The project was to migrate existing system to web based application.
Roles & Responsibilities:
Acted as a liaison between stakeholders, business users, clients and managers that have a business problem to gather requirements
Conducted JAD sessions for requirement, feasibility and risk analysis with various stakeholders, including designers, developers, QA and management to identify critical and high risk areas of the application
Interfaced with stake holders and facilitated communication between client and the IT department
Involved in creating targeted questionnaires and interviews for SME’s, clients and business users to gather requirements
Involved in Feasibility and Risk Analysis to identify the business critical and high-risk areas of the application
Created functional requirement documents for the impacting projects
Performed criteria table updates for each project
Worked extensively with MS Excel and MS access
Developed test plans with QA team and helped to develop test cases for system testing, Integration testing and performance testing
Created UAT plans with several test cases for each project to ensure that the system runs smoothly after the proposed enhancements or changes have been made
Reviewed test results and coordinated with testing and development team to correct the issues
Developed timelines for project delivery, and managed projects/resources
Responsible for preparing Business Requirement Document (BRD) and then translating into functional specifications and test plans. Closely coordinated with both business users and developers for arriving at a mutually acceptable solution
Documented and delivered Functional Specification Document to the project team
Used MS Project to manage schedules, deadlines and resources and collaborate on the project
Interacting with the developers on resolving the reported bugs and various technical issues
Assisted the QA team in designing the Test Plan and Test Cases for User Acceptance testing
Worked with developers to develop and document technical specifications of system document
Developed customized Documentation templates and status reports in MS Word, MS Excel for the entire Testing team
Created technical and non-technical presentations to management and training workshop for end users
Environment: MS Office Suite (Word, Excel, Outlook, PowerPoint), MS Visio, MySQL, and UML
Standard Chartered Capital Markets, India September 2007 – August 2009
Assistant Manager – Investment Banking
Accountable for sourcing, execution and marketing of Equity capital raising transactions. Develop and retain business relationships by uncovering, understanding, and acting upon financial cues to meet client needs
Roles & Responsibilities:
Responsible for evaluating and identifying potential clients
Involved in preliminary company and industry analysis, Promoter meetings, pitch book presentations and financial valuation discussions for IPOs, advisory services
Provided Pre-raising advisory services including timing, structuring and statutory requirements for launching a public issue and private equity placement
Coordinated with clients and financial institutions on trading and fundraising initiatives
Participated in quarterly and annual investor meetings for understanding the strategic initiatives of corporations
Actively involved in Documentation Management Implementation to organize and facilitate creation of the offer document (Initial Public Offer, Rights Issue, Buy Back of Shares, Open Offer) and private placement memorandum
Maintained established relationships with regulatory agencies viz. Securities and Exchange Board of India, Bombay Stock Exchange, National Stock Exchange of India Ltd
Produced systematic work programs to ensure smooth delivery from other intermediaries
Built strong relationships by selling solutions and providing sales assistance and through 1-on-1 meetings with key clients with Investors and high net worth individuals
IDBI Capital Market Services Limited, India June 2005 – September - 2007
Associate – Investment Banker
Accounted for quality assurance of the final deliverable, liaison with internal teams, regulatory agencies and client interfacing
Roles & Responsibilities:
Increased client transaction by identifying and cultivating new business relationship resulting in 3 promotions in less than 2 years
Designed financial models to assess equity financing alternatives for clients
Provided advice and financial solutions based on client’s financial objectives and goals
Initiated relationships with foreign institutional investors based in Singapore, Hong Kong, UK and Middle East
Performed comparative and cash flow analysis on target companies
Developed financial and valuation models (DCF, NAV Analysis and Comparable Companies’ Multiples Analysis)
Executed Equity Capital and Private Equity transactions
Analyzed the trends in Investment Banking arena
EDUCATION
MBA, LLAM, India
Masters of Commerce, University of Mumbai, India
Bachelor of Commerce, University of Mumbai, India