Shrinithi Surendramohan

ad1bsg@r.postjobfree.com (M): 925-***-****

CORE COMPETENCIES

●Experienced Business Analyst with more than 10 years of experience.

●Experience in Banking, Healthcare and Retail industries.

●Knowledge in Software development life cycle (SDLC) methodologies like Waterfall, Agile (Kanban and Scrum).

●Experience with CRM/marketing automation and Client Campaign Classic/SFDC.

●Extensive experience of leading projects from scope definition through to inception and implementation.

●Acted as a SPOC (single point of contact) for the client (SME’s) and technical organization by planning, conducting, and directing the analysis of complex business processes while meeting deadlines with minimal scope creep.

●Expertise in communicating with stakeholders to provide accurate reporting information regarding the project’s status and initiatives via Daily Stand-ups, Status Reports, and Weekly meetings.

●Experience in conducting (JAD) sessions for requirements gathering analysis and design. Experience with JIRA for create ticket for internal team.

●Experience in conducting GAP analysis, SWOT analysis, Risk and Impact, Feasibility Studies, Security Risk Assessment defect change management, Error / Exceptional Handling

●Created visually appealing dashboards in Excel using pivot tables and VLOOKUP.

●Skilled in documenting (BRD), Use Case Specifications, (FRD). Well versed in Process Narratives and Good Documentation Practices.

●Experience in Data Warehousing, Data Management, Data Validation, Data Migration,

●Extensive knowledge of writing SQL queries & working with database UI tools such as Toad, Jupiter & Teradata viewpoint.

●Strong experience in data mapping & conceptual, logical & physical data modeling.

●Experience in SQA activities, User Acceptance Testing (UAT) prerequisites, planning, designing UAT test cases,

●Experience in documenting defects resolving issues/bugs fixing, sign off.

●Experienced in managing the pre and postproduction support incidents and tickets, User training.

TECHNICAL SKILLS

Operating Systems

macOS High Sierra, Windows 10

RDBMS

MySQL, MS Access, Oracle, MS SQL Server, AWS (Redshift & EMR)

Defect tracking tools

Jira, Bugzilla, Mantis Bug Tracker, Retest, Rational ClearQuest, Zephyr

Prototyping tools

Justin mind, Adobe XD, Axure RP, MS Visio

Scrum Tools

Jira, Axosoft, Smartsheet

BI Tools

Tableau, Salesforce Analytics Cloud, OBIEE

Req. Gathering Tools

ReQtest, Jira, IBM Rational Requisite Pro

Diagramming & Flowchart

MS Visio, Rational Rose, Enterprise Architect, Giffee, Draw.io

PROJECTS

Wells Fargo Bank, San Francisco, CA

Senior Business Analyst

Sep 2022 – Present day

Using Agile scrum Methodology for Project Corporate Asset/Liability Management (CALM) Operations to reduce the time for extracting and Publishing data from the CALM UI by changing the Planning analysis from QRM to IP-ADA for Intraday Forecasting and Actuals for data to be consumed by the Reporting tools like Essbase, Power BI and Tableau.

Obtained a detailed knowledge of the business Process being followed in the project environment.

Extracted the business requirements from the End Users keeping in mind their need for the application.

Translated end user requirements into application design specification for CALM UI

Involved in changing the design of Planning output from QRM to IP-ADA portfolio.

Interacted with the Essbase team to get the appropriate data from CALM HUB to respective cubes.

Involved in writing requirements for the new tables in CALM Stage and HUB for Planning and Rates for Intraday Forecast and Actuals.

Involved in documenting and Test Plan for CALM UI changes.

Involved in writing User stories to breakdown the Epics and worked extensively with Product Owner and Scrum Master with backlog refinement.

Involved in conducting Scalability and Performance testing of the CALM UI application for extraction from CALM database to QRM to Essbase cubes for multiple Scenario Loads.

Performed Data mapping and used SQL queries to filter data and draft data requirements for the development team.

Involved in creating data qualities for the new tables needed for PBI consumption.

Documented Incident management and Change management workflow for PBI reports.

Responsible for creating and maintaining the Power Bi Playbook in SharePoint and preparing training materials to support end users to transition reporting from Tableau to Power BI.

Maintained separate MS Teams channel for different PBI working groups.

Organized PBI-office hours meetings for dataset creators, report creators, and report viewers.

MUFG Union Bank, Tempe, AZ (Remote)

Senior Business Analyst

Symphony- Pillar 2 Split for Tier 1 Risk Reports Dec 2021 – Sep 2022

Utilized Agile scrum Methodology to address the changes needed to support the requirements for splitting of the Tier 1 Reports to isolate and separate Risk and Regulatory (exhibit) Reporting Process for SellCo (MUB - for business sold to US Bank) and RemainCo (MUFG- for those retained by MUFG) entities, with updates to WDesk to address the splitting of Tier 1 Reports and to enable the Pillar 2 Risk Reporting.

Pillar 2 Transformation Reports and Data Automation Dec 2020 - Dec 2021

Utilized Waterfall Methodology to modernize the MUFG data infrastructure by moving the risk data to a secure AWS environment and applying controls and automation to achieve compliance while reducing their overall data platform and reporting cost.

●Working with the Capital and Global Stress testing teams to support the overall development and delivery of the MUFG Remain Co and Sell Co Credit Risk Solution.

●Assisting in preparation and execution of User Testing including Impact Analysis.

●Conducted Functional End to End testing for AWS EMR and Redshift in EDP (Enterprise Data Platform), Tableau and Wdesk.

●Working with resources who have limited time to support the project work and are balancing priorities.

●Experienced in working alongside Credit Risk Management teams.

●Prepared screenshots and user documentation for reporting dashboards and performed Tableau ad hoc data analysis.

●Performed Data mapping and used SQL queries to filter data.

●Utilized Microsoft Excel to categorize Historical reports into a detailed pivot table to model an improved Risk Reporting strategy.

●Organized share point site for the project and integration with HP ALM and Jira.

●Created User Acceptance Testing (UAT) scripts which enabled standardized testing for enhancements in the development, testing, and production zones. Resulted in the successful validation of test scripts for each environment.

●Have excellent communication skills with the ability to liaise with various stakeholders across Finance, Risk and IT.

●Maintained Defect tracking and Triage process, while resolving issues related to requirements during system testing and UAT plan preparation.

●Handled clients Service Request for Incident Management, Problem Management and Change Management

●Create Test cases for regression within an automate testing framework.

●A good appreciation of systems and data architectures, specifically in a Risk Reporting environment.

MUFG Union Bank, Jersey City, NJ

Business Analyst / UAT lead

Nov 2019 - Dec 2020

Utilized Agile scrum Methodology for Project Avalon 2 Digital Channel Upgrade to enhance,scale and differentiate the US Transaction Banking Treasury Management products and services within the Bank(Union Bank) and Branch(MUFG) for implementation of new common channel application suite; rollout to MUFG clients (Replacement of MCB with Bottomline’s Digital Transaction Banking DTB) . The modules include ACH, Wires, Checks, Alerts, Exchange and Information Reporting under Single Sign on (SSO).

●Gathered business requirements from the managers and stakeholders through JAD sessions, formal interviews and surveys and worked extensively with the users and with different levels of management to identify requirements, business events to develop functional specifications

●Facilitated and/or support customers in UAT Planning and Execution.

●Conducted Functional End to End testing for the Bottomline application.

●Written Use Cases designed detailed logical Class, ER, Swim Lane and activity diagrams, other high-level process flows.

●Performed Requirement Analysis and developed User Stories, Activity Diagrams using MS Visio.

●Prepared screenshots and user documentation for reporting dashboards.

●Performed Data mapping and used SQL queries to filter data.

●Used Excel Pivot Tables and Vlookup features for various regulatory and compliance reporting.

●Organized share point site for the project and integration with HP ALM.

●Created User Acceptance Testing (UAT) scripts which enabled standardized testing for enhancements in the development, testing, and production zones. Resulted in the successful validation of test scripts for each environment.

●Maintained Defect tracking and Triage process, while resolving issues related to requirements during system testing and UAT plan preparation.

●Handled clients Service Request for Incident Management, Problem Management and Change Management

●Worked closely with QA and Developers to clarify/understand functionality, resolve issues and provided feedback to nail down the bugs.

●Maintained a close and strong working relationship with teammates and management staff to achieve an expected QA result for the project team.

Xceed Financial Credit Union, San Jose, CA

Business Data Analyst

Jun 2018 – Nov 2019

Utilized Agile scrum Methodology for Payments Hub Project that aims to replace the legacy Finastra Pay plus wire system with Total Payments system. This will improve the bank’s capacity to handle the increased volume of wires, while updating the BSA/AML track, which included requirements for Total Screening (OFAC tool) and data requirements for BSA/AML, PARC reporting for Wealth Management team and the Deposit group.

●Gathered business requirements from the managers and stakeholders through JAD sessions, formal interviews and surveys and worked extensively with the users and with different levels of management to identify requirements, business events to develop functional specifications.

●Performed detailed GAP analysis and developed detailed specifications for the EOD wire transaction data extract needed for downstream applications.

●Created POC (proof of concepts) to visually show the clients the look and feel of the changes in order to get a final approval.

●Prepared the Analysis reports in Word and Excel and presented to the managers for final approval.

●Involved in creating Entity-Relationship diagrams for the design of database for defining data migration process and strategy.

●Involved in collecting the data from data mart and data warehouse and converting into reports and dash boards using BI tools like OBIEE and Excel.

●Worked on SQL queries to extract the data required for data validation.

●Optimized data collection procedures and generated reports on weekly, monthly and quarterly basis.

●Prepared graphical depictions of Use Cases, Use Case Diagrams, and Business process models using Microsoft Visio.

●Collaborated with the UI designer for creating UI design for the front end.

●Converted the business requirements into User stories to create product backlog and sprint backlogs.

●Coached team members on agile processes and facilitated planning meetings and retrospectives.

●Maintained task board and produced daily burn down charts.

●Removed impediments and protected team members from interruptions and distractions to maximize productivity. Encouraged and implemented process improvements. Created team-building opportunities.

●Worked closely with Product Owners, coordinating product backlog grooming and story estimation.

●Worked closely with the development team ensuring the business requirements are addressed.

●Prepared and Analyzed Data with Excel using functions such as Pivot Table, VLOOKUP, and AVERAGEIF.

●Checked the data flow through the front end to backend and used SQL queries to extract the data from the database.

●Involved in entering and updating Issues (Epics, Stories, and Tasks) onto JIRA Agile application.

●Worked with the testing team to develop their test plans.

●Facilitated UAT with the stakeholders and the business users.

●Assisted in implementation of a new release and off-release process and scheduling with executive team signoff.

●Acted as the liaison between the bank and the vendor.

●Prioritized issues and defects to ensure maximum utilization of resources and delivery of critical functionalities.

●Provided support to QA, including requirement clarification and testing assistance.

Rabobank, Roseville, CA

Business Analyst

Sept 2016-May 2018

Implementation of Oracle ‘s Cash and Treasury Management and solution which help in optimize enterprise-wide liquidity and control cash, Minimize Idle Cash, Meet Cash Requirements for Core Business Operations, Exercise control over bank accounts Products which integrate with Oracle Cash Management are Risk Management, Treasury Management - Develops and collect requirements on Demand deposit a variety of highly complex business requirements A New Sales Model – The 360-Degree-View of the Customer.

●Utilized Waterfall methodology

●Involved in the review and sign off and approval of the FSD.

●Prepared various diagrams by using MS Visio.

●Gap analysis of all KDE’s to build the Reports.

●Maintained data dictionary by revising and entering definitions.

●Performed Data mapping and used SQL queries to filter data.

●Coordinated with End users / Project owners for E2E process.

●Organized share point site for the project and integration with HP ALM.

●Overlooking and reviewing the test plans, test scenarios and test cases to make sure there are no ambiguities.

●Created User Acceptance Testing (UAT) scripts which enabled standardized testing for enhancements in the development, testing, and production zones. Resulted in the successful validation of test scripts for each environment.

●Worked closely with QA and Developers to clarify/understand functionality, resolve issues and provided feedback to track down the bugs.

●Handled clients Service Request for Incident Management, Problem Management and Change Management.

●Involved in Level 3 production support.

●Provided postproduction support and maintenance after the project was completed.

University Physicians Healthcare, AZ

Senior Business Analyst

Mar 2015 - Aug 2016

Project is the implementation of MHK’s Care Management Suite was purposely built to incorporate all medical management activities across the member care journey on a single platform to manage various solutions which includes Case Management, Utilization Management, Medication Therapy Management, Provider Portal, etc.

●Utilized Agile Scrum Methodology

●Conducted extensive analysis on migration and conversion of Provider and Member data, Group configurations, plan codes, benefit set-ups, fee schedules, provider pricing, capitation set-ups, etc. from Legacy system.

●Developing a single application to process data from multiple integration points, convert the data for reporting purposes and feed data into mainframe system to be compliant to reporting requirements.

●Conducted discovery sessions, meetings, workshops to gather user stories from various stakeholders and SMEs.

●Prepared various diagrams by using MS Visio, documents for the wireframe and prepared a data dictionary for the same.

●Designed the application reports and dashboards according to the client’s business activities.

●Experience providing training to development teams on how to track, plan and analyze using JIRA

●Actively participated in creating the user stories and prioritizing user stories along with tracking of burn up, burn down charts to estimate sprint delivery.

●Facilitated all aspects of scrum framework, including product backlog, release backlog, sprint planning session, daily scrum meeting, sprint reviews and sprint retrospectives.

●Created data mappings to transform the data according to business rules.

●Developed Test Cases for unit testing, prepared spreadsheet for testing criteria, including regression, positive and negative testing, process flow testing and screenshot for test results to complete expected and actual results.

●Worked closely with QA and Developers to clarify/understand functionality, resolve issues and provided feedback to nail down the bugs.

●Involved in Level 2 production support.

●Maintained a close and strong working relationship with teammates and management staff to achieve an expected QA result for the project team.

Air Liquide Advanced Materials, Branchburg, NJ.

Business Analyst

Oct 2013 – Mar 2015

Purchase Management Nov 2014 – Mar 2015

The project was to implement the Purchase Management System using ‘Oracle Purchasing’ solution. features were Access electronic supplier price catalogs to create requisitions, multi-organization access controls providing security and business rule defaults, Distribute expenses across multiple cost centers, projects, or departments & Model Complex Pricing with Oracle Advanced Pricing integration.

Order Management Sept 2013 – Nov 2014

The project was to implement the Order Management System with Oracle Order-to-Cash cloud-based software to automate and streamline the ordering process and speed up the time from order to fulfillment. Main features and functionalities included high volume order processing; multi-threaded pick release; mobile sales orders; enter, edit and view orders via html or classic forms user interface, etc.

●Followed Agile-Scrum SDLC methodology & participated from initiation to postproduction.

●Expertise in designing Product and Sprint backlog from the Scope / Vision documents.

●Experience in grooming User Stories from product backlog to sprint backlogs.

●Used JIRA to create and maintain epics, user stories, tasks, log defects and for grooming the product backlog.

●Participated in sprint planning, daily stand-up, reviews, retrospectives, release planning, demos and other Scrum-related meetings.

●Used MS SharePoint platform for internal communications and document transmissions.

●Analyzed large financial datasets using Excel Pivot Tables and VLOOKUP, which helped increase the accuracy of the dataset by 25%

●Involved in designing documentation (URD) to be used by technical specialists to build appropriate solutions.

●Worked with Product Owner to define product features & Item attributes

●Designed the new interface for order review & vendor distribution module with the help of UX designer

●Created wireframes for the ‘Manage purchase order’ page.

●Involved in designing the Insert Order, Order Pick Release and Ship Confirm tables with the DBA.

●Helped creating separate modules for Special/festive days and for Inventory forecast and further sub modules for entity creation, Items and their attributes & vendor and location mapping.

●Created & updated UI’s for different Entities using Adobe XD.

●Designed business flows & processes and created UML diagrams for better understanding of various business transactions dealing with distribution of expenses across multiple cost centers or departments.

●Worked with client to define the legacy data that needed to be convert into the new system.

●Assisted in Vendor Mapping documents that outline data flow from ‘Items and attributes table’ to vendor table, field level meta-data information, and data profiling document.

●Validated the vendor records to ensure data quality and correctness using basic to medium SQL queries

●Involved in change management for creation of User manual, release notes and training material.

●Channelized Service request using Service Now for Tier 1 and 2 Production Support for triaging and troubleshooting any defects.

●Provided professional training to users and user managers.

Vertican Technologies - Fairfield, NJ

Business Analyst

Aug 2012 – Sept 2013

Vertican research was using a legacy system for management of their market and manufactured supplements under research. The project involved modernization of the existing legacy system into a new application and also implementing share point as the enterprise content management (ECM) system to maintain the in-house information for testing of batch records of dietary supplements.

●Facilitated group discussions, workshops and other requirements elicitation techniques to document requirements in controlled timeframe and with multiple stakeholders.

●Worked in Agile Delivery Model to design User Stories for iterative development, worked with delivery teams to translate system requirements into story documents, received input and estimates for Scope capture.

●Managed requirements using Requirement Traceability Matrix starting from Business Requirements, Functional Requirements, Use Cases, and Test Cases through Roll-out.

●Wrote detailed use cases, covering the main scenario and including alternate processing rules and exception paths.

●Wrote complex business rules leveraging in-house business rules tool.

●Conducted problem analysis, GAP analysis, Root Cause Analysis and Impact Analysis for new updates and releases of the product.

●Reviewed test plans and functional test cases, performed User Acceptance testing and participated in defect triage meetings to analyze open defects, provided system specification details to match to expected behavior.

●Worked in JIRA to document user stories, assigned BA tasks to progress in iterative development.

●Assisted QA and provided knowledge transfer to QA, assisted during write up of test plans and test cases.

●Worked with project management and delivered work status reports on weekly basis, worked with offshore test teams to get estimates for work items, created backlog items – product backlog and managed iteration backlog.

●Worked with Project Manager, Product Owner, application development and testing team to align project deliverables, dates and report issues/concerns.

Education

Bachelor’s Degree, Saveetha University, Chennai (India), 2010.

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