Name: Preetika Singh

Skills: Business Analyst

Phone No: 646-***-****

Email: ad2jyf@r.postjobfree.com

Location: NJ

PROFESSIONAL SUMMARY

• Conduct research and Literature reviews to gather relevant information and provide direction for analysis.

• Assessing team performance by developing various gearing models and projecting the future requirement of FTE.

• Coordinate with Technical team to manage and develop project on tableau for various reporting requirement to facilitate Automation.

• Experience with enhanced due diligence reporting, to help Advisors, Specialist and Documentation team while dealing with new accounts or facility.

• Coordinated work with various teams to develop and implement communication strategy for the department to help them run the business process smooth.

• Expertise in developing weekly reports to keep track of business performances.

• 0ver 1 and half years of experience involved with technical team in gathering business requirements, defining business process flow, system analysis, and business process analysis.

• Experienced in conducting Joint Application Development (JAD) sessions, project meetings, reviews, walkthroughs, and customer interviews.

• Expertise in writing Business Requirements Document (BRD), Functional Specification Document (FSD), Non-Functional Specification Document, System Design Specification, Use Cases, screen mockups, and training manuals.

• Skilled in gap analysis using AS-IS and TO-BE business process, SWOT analysis and cost/benefit analysis.

• Proficient at coordinating various technical and managerial teams to develop process and verifying adherence using the Requirements Traceability Matrix (RTM).

• Experience in change request management document.

• Experience in managing requirements using tool for project management

• Experienced in developing test plans, cases scenarios and strategies as per the business requirements to match the functional requirements and UML diagrams.

• Experienced in data analysis and generating reports per the formal specified Subject Matter Experts (SME’s)

TECHNICAL SKILLS

Project Management Tools: MS Visio, Word, Excel, Outlook, PowerPoint, SharePoint VLOOKUP/Pivot Table. Teams, Tableau

SDLC/Design Methodologies: Unified Modeling Language (UML), RUP, Agile, Waterfall Requirements/Document Tools: Rational Requisite-Pro and MS SharePoint. Modeling and Design Tools: Rational Rose, Microsoft Visio. Databases: DataIku,

Hardware skills: Basic Hardware Knowledge of Computer System. Operating System: Microsoft Windows95/98/NT/2000/XP/Vista/Windows7 and Mac OS

PROFESSIONAL EXPERIENCES

Client: Morgan Stanley, NYC July 2023- To Present

Role: Project Manager (International Banking & Lending)

• Preparing, maintaining and organizing the SharePoint website to channel smooth and successful flow of work with various department.

• Preparing various gearing model for evaluating team performance and requirement of team resources.

• Working closely with Advisor, Specialist and Documentation team to provide report that helps facilitate enhance due diligence on our clients and their accounts.

• Work closely with technical team and help them develop tableau platform for our various reporting requirement to facilitate automation.

• Backs up final analysis of data extraction from various sources

• Provide support on interpreting the findings and translating raw data into a relevant story

• Stay close to our initiatives framework and provide an alternative point of view based on data

• Conduct research and literature reviews to gather relevant information and provide direction for analysis

• Work with the product, Experience and Platform team to develop and implement a communication strategy for the department

• Maintain communication channels and tools and ensure constant updates

• Write and manage proper supporting documentation foe the workflows and tools used by the Team.

• Understand, formalize, maintain IBL portfolio of presentation materials.

• Work on Enhanced due diligence for international lending product to help identify the aging of application and support stakeholders with required reportings.s

• Prepare weekly reports on the Lending products performances. Client: Wells Fargo, Sacramento, CA July 2021-Feb 2023 Role: Project Manager

• Worked with clients and subject matter experts (SMEs) to carefully record requirements in a Business Requirements Document (BRD) for the e-portfolio system integration.

• Coordinated between technical and business team to help facilitate smooth flow of business processes.

• Conducted SWOT analysis for various business opportunities and challenges to ensure smooth business growth.

• Involved in gap analysis between the “As-Is” model of the legacy system and the “To-Be” model to identify the gaps, logged issues relating to the identified gaps and worked with the SME to get clarifications and to improve the processes.

• Worked with the team and coordinate using both Agile and Rational Unified Process (RUP) methodologies in software development and enhancement to meet client requirements.

• Documented change request and managed change requirements using Rational Requisite Pro, and Microsoft Project for project management.

• Performed data analysis and generated reports for use by client and other subject matter experts.

• Worked with team members to write Business Requirements Document (BRD), Functional Requirements Document (FRD), Non-functional Requirements (NFR) Document, Use cases and screen mockups.

Grameen America New York, USA August 2012-December 2013 Role: Director, Accounting and financial reporting

• Prepare and analyze all financial statements for fundraising purposes

• Worked on financial forecasting and budgeting

• Helped HR with payrolls

• Worked closely with CFO and external auditors on company’s annual audit, while implementing and maintaining internal audit.

• Worked on corporate tax filing with external auditors

• Keeping track of loan portfolio given to small business and helping borrows to establish credit.

• Helped create, organize and establish accounting department for transparent and smooth flow of information.

• Worked on QuickBooks for all financial recording and presentation.

• Managed and tracked the financial growth and stability by determining capital assets ratio, debt ratio, current ration and return on investment ratio and reporting directly to the CFO and CEO. Grameen America New York, USA Nov 2008-July 2012

Role: Project Manager, Finance

• Managed loan portfolio and developed required repots on the monthly and quarterly basis.

• Managed all financial statements, account reconciliations and inter-company charges for headquarter.

• Generated financial reports to analyze the financial position of the company, on a monthly basis

• Assisted the financial forecasting budgeting processes.

• Created a track record of loan disbursements and their subsequent repayments by borrowers.

• Organized and developed reports on loan repayments.

• Provided Experian with loan repayment data on each individual borrower; established credit for over 5000 borrowers.

• Worked on QuickBooks to maintain and record all accounting information/data of the company.

• Create financials for grant applications for fundraising and assisted the fundraising team with various

• grant reporting.

• Maintain borrower’s information in a database and use the information to decide on the amount of loan.

• Assisted in company’s annual audit by PWC and implemented an internal audit system.

• Created a system to analyze the company’s fund flows, to track the future fund requirements. Education:

v Post Graduate Diploma in Business Management Marketing/Finance Indira Institute of Management, Pune, India Pune, India March 2005

v Bachelor of Commerce (B.Com) Banaras Hindu University (BHU) Varanasi, India May 2001

Additional Current: Girls Scout Leader- helps me learn leadership qualities such as team building skills, take initiatives, planning, Coordinating and organizing.

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