EINSTEIN JOSE

647-***-****

aczj2l@r.postjobfree.com

PROFILE

Solid Business Analyst proficient in requirement elicitation, analysis and documentation using both object and structured oriented analysis techniques. Knowledgeable in all phases of the Software Development Life Cycle (SDLC), with proficiency in facilitating Joint Design Session (JAD), focus group and Joint Requirement Planning (JRP) sessions. Skilled in both manual and automated testing using automated testing tools conversant with testing methodologies, test plans, test case scenario, project estimation and planning, business case development and requirements management.

CORE COMPETENCIES

Model BA: Possessing practical experience with different software development Methodologies such as Waterfall, Agile and Rational Unified Process (RUP) methodology

Effective Communicator: Speak, listen and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques

Technical: Experience working with Software Developers and Quality Assurance team to successfully determine requirement and design strategies, UNIX scripting, PERL scripting and VMS, Coding Skills: R, C, C++, Languages: SQL, PLSQL, MYSQL, Excel (pivot tables, lookups, formulas, formatting)

Expert: Recognized for the ability to develop Feasibility Studies, Business Cases, Design and Redesign business processes

Analytical: Excellent Analytic Management skills in facilitating the JAD (Joint Application Development) sessions for gathering Functional and Non-Functional requirements with extensive experience in conducting Current State, Future State Business Process Analysis and Gap Analysis

Creative/Innovative: Developed new and unique ways to improve operations of the organizations and created new opportunities

Fostered Teamwork: Worked cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhanced organizational effectiveness

Solved Problems: Assessed problem situations to identify causes, gathered and processed relevant information, generated possible solutions, and made recommendations and/or resolve the problem

Requirements Elicitation

Requirements Modeling

Requirements Analysis

Business Case Development

Change / Configuration Management

Business Process Reengineering

Business Improvement (BPI)

Joint Application Development (JAD) Workshops

Tools

Lotus Notes

SQL

Requisite Pro

Blueprint

Project Server 2010

Planview

JIRA

Testing

Functional

Integration

Regression

UAT

HP Quality Centre/ALM

GAP Analysis

Impact Analysis

Root Cause Analysis

SWOT Analysis

Software Development Lifecycles Methodologies

Waterfall

Agile

RUP

MS Office Suite

Word

Project

SharePoint

Visio

PowerPoint

Excel

Access

Unified Modeling Language (UML)/ BPMN 2.0

Use Case Diagrams

Use Case Scenarios

Activity Diagrams

Data Mapping

Data Modeling

Operating Systems: Unix, Linux, Windows

Trading Systems: Endur, Calypso, Murrex

PROFESSIONAL EXPERIENCE

Scotia Bank

Business Analyst Jan 2017 – Present

The Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational bank. It is the third largest bank in Canada by deposits and market capitalization.

CIM (customer interaction management) CMDM Implementation: Project mandate is to migrate and update the business rules for all the data being fed from CMDM into a legacy database (MDM). The main goal is to improve the data quality so that it fits its intended uses in within customer marketing (campaigns), operations, decision making and planning.

Duties:

Work with clients' to understand, gather and document requirements, develop functional design documents and obtain sign offs and coordinate user acceptance tests

Performs reviews and walkthroughs of all major project deliverables to ensure the quality and completeness of functionality, meeting high availability, integrity and reliability requirements

Run analysis to compare data between MDM and CMDM to check for quality and provide a report on what fields contain errors and what needs to be done to rectify.

Data analysis and data mapping using complex db2 queries and wrote unix scripts for running analysis on large files

Utilize informatica to monitor job runs and data loads, ensuring completeness before running queries on the database

Prepare reports for Managers and the Director, highlighting trending information/data and discrepancies, making recommendations on changes in business methods and processes

Perform complex data analysis to support data management decisions and maintain, monitor, and verify the accuracy of customer data across multiple system and platforms

B2B Bank

Business Analyst May 2015 – Dec 2016

B2B Bank is a Schedule I Canadian bank that serves a network of some 27,000 financial professionals across key business verticals including: financial advisors and their dealerships; deposit and mortgage brokers and their firms; mutual fund and insurance manufacturers; MFDA and IIROC members.

Implementation of the SAS Capital Markets Solution software for data analytics, dashboard reporting and adhoc reporting which support strategic initiatives and easier risk data aggregation.

Duties:

Served as a liaison between IT, Operations, Credit, Risk, the business line and multiple vendors to analyze business and user needs, documented requirements, and resolved complex system problems Assess, researched, analyzed and documented sponsor/stakeholder needs organizing JAD sessions to document as-is processes and worked with vendors to propose to-be processes and recommend business solutions

Prepared business requirements documentation, develop business process flow models, conceptual data models all of which are designed within the construct and model validations required by the banking technology system.

Adhered to clients existing methodologies including Project Management Life Cycle (PMLC) and business accountabilities within the System Development Life Cycle (SDLC) following Waterfall, Agile/ Scrum Development

Consulted and worked closely with vendors, technology service providers, and internal business units to ensure all requirements have been accurately addressed.

Understanding of regulatory commitments for the trading organization related to trading operations and solid working experience of Dodd Frank regulation

Worked with QA team to provide support for development of applicable test strategy and preparation and validation of test cases to support SIT (Systems Integration Testing), QA (Quality Assurance), BAT (Business Acceptance Testing) and UAT (User Acceptance Testing) testing of core banking technology by QA and other teams.

Expert in excel with advanced skills using Pivot Tables, vlookups, macros, charts and data manipulation, also detail oriented with understanding of data schemas and queries.

Royal Bank of Canada - RBC

Business Systems Analyst Feb 2013 - May 2015

The Royal Bank of Canada serves over 16 million clients and has 78,000 employees worldwide, the company corporate headquarters are located in Toronto, Ontario.

Electronic Content Management Program: Designed to capture, manage, store, preserve, and deliver content and documents related to their business processes. ECM covers the management of information within the entire scope of the enterprise whether that information is in the form of a paper document, an electronic file, image processing, a database print stream, or even an email.

Price Optimizing tool: To fulfill regulatory requirements, the Price Optimizing tool will generate a set of optimized rates for the line-of credit products and for monitoring regular pricing performance for both in-house and in-market prices, measuring incremental differences between rate sheets. And reviewing current pricing practices and processes for personal lending and comparing them against industry best practices

Duties:

Recognized for the ability to develop business cases, cost benefit analysis, feasibility studies, design business process maps and test cases with extensive experience in conducting gap analysis and user acceptance testing.

Conducted project management activities including but not limited to project planning, estimation, scheduling, prioritization, business needs traceability, change requests processing, issue resolution, issue escalation, status reporting and lessons learned.

Worked with development team in designing the application/functionality, database, reports, and processes to help in accomplishing stated business needs in most efficient way possible.

Created and delivered presentations, training, user guides and any relevant efforts needed for business users to come on board with any new initiative / enhancement.

Suggested improvements or enhancements to processes and systems in order to increase customer satisfaction or improve productivity

Worked with analytical models and implementation into trading systems for credit/interest rates/commodity and other financial derivatives.

Sun Life Financial

Business Analyst Feb 2012 - Jan 2013

Sun Life Financial is a financial services company providing financial planning, life insurance, health insurance, investments and more. Business Analyst within the Data Warehouse and Governance Team responsible for implementing projects to meet requirements for governance and compliance and the review of data used in Credit Risk and Basel and Market risk. Also, providing subject matter expertise and support for strategic initiatives including Risk Information Strategy, Basel Compliance and other initiatives originating from the Office of the Chief Data Officer (OCDO), Basel II/III, Dodd Frank, FATCA, OSFI and to other risk groups throughout the organization.

Duties:

Documented the business need in a variety of formats: Business Requirements Document (BRD), Data Mapping Spreadsheets, Use Cases, User Stories

Responsible for gathering and defining business needs, setting project scope, approving detailed business requirements, and execution of business acceptance testing, system documentation and training/transition of projects

Defined and documented business Change Management requirements & solutions, conducting impact assessments and current/future state gap analysis.

Translated business requirements into application functional requirements for complex implementations for trading businesses (e.g. Market Risk, Credit Risk calculations).

Worked with Front Office (traders/marketers), Middle Office, Market Risk, Quants, Credit Risk, Back Office business partners on trading applications.

High degree of technical skills and ability to understand and write simple to medium complex SQL, VB, Excel macros and formulas, Identifying, analyzing and validating the business needs for internal and regulatory reporting

FactSet Systems

Business Data Analyst Jul 2009 - Nov 2011

FactSet is a leading financial services provider that combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for portfolio managers, financial analysts, investment bankers/management firms and other financial professionals to analyze companies, portfolios, markets & economies. I worked with the Global Content & Technology Solutions Group (CTS) responsible for the growth and support of FactSet’s DataFeed products. This involves building scripts to download FactSet proprietary data in these platforms, troubleshooting and debugging codes, and establishing best practices for individual client use cases. Few of the notable clients included Barclays, Deutsche Bank and Amundi.

Duties:

Worked extensively with the integration of financial data into statistical packages (MATLAB, R) through FactSet’s analytical product- OnDemand

Implemented and Supported clients using FactSet’s Products - Benchmark DataFeed, Bulk DataFeed, OnDemand, Exchange DataFeed and Cornerstone.

Responsible for the project management of new DataFeed implementations which included gathering client requirements, preparing sample solutions, process design, implementation and testing for notable clients like Royal Bank of Canada, Schroders PLC, BNP Paribas and Morgan Stanley.

Acquired Knowledge and understanding of subjects like Equity, Fixed Income, Business Analysis and Product Management being a fast learner.

Travelled to the London office to provide consulting services and help with complex client implementations; also participated in several Benchmark Datafeed client implementations globally (such as BNP, RBC, Newton Investment Management, Barings Bank)

C3i/Telerx Healthcare ConneXions

Senior Analyst Oct 2007 - Jul 2009

As leading provider of technology support services for the life sciences industry, C3i serves more than half of the world’s largest pharmaceutical companies, delivering 24/7 global, multi-lingual service desk support, end-user training and hardware provisioning services.

Duties:

Worked on Siebel CRM, Oracle OM module as a Power User and handled the end to end Order processing cycle for Top Pharma companies in the US.

Worked with Key Vendors for Logistic movement of the orders so that the SLA was in line with the Supply Agreements.

Handled a team of 6 members who were mentored and trained by me in the Business process.

Dell Computers Inc.

Collections Associate Aug 2006 – Oct 2007

Dell Inc. is an American privately owned multinational Computer Technology Company that develops, sells, repairs, and supports computers and related products and services.

Duties:

Worked with the accounts payable department of Clients in resolving unpaid invoices.

Organized a work group which worked to decrease the number of invoicing issues like Duplicate billing, Non Delivery of products, Non-working and returned items, Credit/Debit notes etc.

EDUCATION - PROFESSIONAL DEVELOPMENT

Business Analysis Training – 2016

Bachelor of Science, Jawaharlal Nehru Technological University, Engineering – 2006

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