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Business Analyst Financial

Location:
Glen Allen, VA
Posted:
February 06, 2024

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Resume:

Nisha Kumari

Summary

Senior Business/Financial Analyst with 6 plus years of experience

Business Analyst with in-depth knowledge of databases, data warehousing concepts and in the field of Functional Business Analysis with expertise in End-to-End SDLC in Agile methodology.

Expert in Microsoft Excel support for business with services such as macros, pivot tables, VLOOKUP’s, templates, charts and graphs, automation.

Utilized investment portal to identify the best funds available for investing excess cash, held for working capital needs.

Skilled in writing SQL queries with understanding of Relational Database Management System (RDMS).

Experience in analyzing market trends to identify current and emerging opportunities

Experienced as Hyperion Business Analyst, Good exposure to agile approaches, scrum and waterfall methodologies.

Good knowledge of implementing various Hyperion modules such as Hyperion Essbase, Planning, HFM, Interactive Reporting Financial Reporting and migration of Hyperion Planning, Hyperion Essbase, Hyperion Financial Management application between various environment using LCM

Good Knowledge of various financial products like Stocks, Bonds, Mortgage Backed Securities (MBS), Collateral Mortgage Obligation(CMO), and Fixed Income Instruments.

Initiated projects establishing the scope, feasibility, managing the budget, creating the project charter,identifying the internal and external stakeholders and setting up project milestones with demand and resource capacity models.

Extensive experience in using Microsoft Project, PowerPoint, SharePoint and Outlook.

Experience in using JIRA to create and assign User Stories and maintain test cases, requirement backlog.

Experience using MS Visio, MS Project and MS office tools like MS-Word, PowerPoint, Excel, and Access, Power BI.

Utilized MS Visio to draw Use Case diagrams and Process flow mapping to capture the requirements so that the development team and stake holders can understand the business process.

Worked on Excel Macros, Data validation, Data mapping and Crystal Reports.

Prepared the data rules spreadsheet using MS Excel that will be used to update allowed values, findings and profiling results. Translated cell formulas for business users in Excel into VBA code to design, analyze, and deploy programs for their ad-hoc needs. Minimize the waste and improve the containment process.

Good expertise in building dashboards and stories based on the available data points.

Lead and worked with teams to examine and solve business problems by accurately analyzing the needs of clients and helping them achieve improved quality and value for their customers. .

Expert in Microsoft Excel (Pivot Tables, VLOOKUP, Hookup, formulas, charts and VBA, etc.).

Created dashboard from – Pie-Bar Charts, Circle Views, Line-Area Charts and Bullet Graphs.

Certificated and Appreciated for the successful contribution for Achieve client Expectation at IBM India

Certificated and Appreciated for the successful contribution for Achieve client Expectation at Societe Generale India

Certification of Completion of Microsoft Excel, Outlook and word 2016 From Udemy.

Certification of Completion of Agile Course: Agile Project Management; Agile Delivery from Udemy.

Certified In Tableau Visualization Tool from Eduruka .

Certification of Completion of Financial Analyst course 2020 From Udemy

Skills

Methodologies

Agile

Database

MS SQL Server, Oracle, Visual Studio, MS Access, ETL tools, JIRA

Operating Systems:

Windows Vista, and MS-DOS

Microsoft tools

HP MS Office Suite (Word, Excel, Power Point, Outlook), MS SharePoint, and MS Project, Power point.

Reporting Tool

Hyperion Planning,, Crystal Report,HFM, Hyperion Essbase, PPLUS, Ariba, Inspector and MDR Tool, Sap, Tableau Prep, Tableau Desktop, Tableau Public, Python, Oracle ERP Cloud Reporting, Google Analytic, Adobe Analytics

Hyperion modules

Good knowledge of implementing various Hyperion modules such as Hyperion Essbase Planning, HFM, Interactive Reporting, Financial Reporting and migration of Hyperion Planning, Hyperion Financial Management application between various environment using LCM.

Experience

MasterCard June 2021 to Oct 2021

Business/Financial Analyst

Worked with stakeholders and management team in gathering various requirements in the form of Data flow for the project.

Contributed to prepare the financial report to compare actual performance of various departments vs. Budget.

Querying the database using SQL.

Analyzed and documented legacy SQL Server stored procedures and SSIS ETL to understand/document current business processes and business rules and created design documents/models for proposed fact and dimension tables and star schema redesign.

Extracted the source tables into SQL server and also MS-Access databases and extracting the target tables from the Oracle database.

Worked closely with the Enterprise Data Warehouse team and Business Intelligence Architecture team to understand repository objects that support the business requirement and process.

Was involved in Hyperion Enterprise Planning, specifically integration of enterprise applications and data sources, advanced what if models, and budgeting analysis.

Gathered statistical data and Qualitative insights for a comprehensive market analysis.

Preparing Interdepartmental budgets and cost reporting which help evaluate the performance of each department and help for future planning.

Involved in developing Hyperion Reports to measure and analyze operational metrics for planning capacities, implementation of product cost reduction, and overall improvement towards capital.

Successful in translating business requirements and user expectations into detailed specifications employing Unified Modeling Language (UML) using Rational Rose & MS Visio.

Created several comprehensive databases on the Microsoft Excel while using VBA AND MACROS.

Forecasting the expenditures for monthly and quarterly basis and doing the variance analysis actual v/s forecast v/s budget.

Worked in creating models that assess financial implications and risks.

Preparing monthly/quarterly/yearly spend analysis reports for functional management’s decision making and creating decision support system

With the help of People soft gathering expense data and analyzing the expenditure trend .

Preparing Dashboards on monthly basis which is presented to higher management.

Responsible for maintaining all Internal reports and Controls (Daily report, Productivity, Utilization Metric,

Work in an account payable team and managing the invoice payment for the bank.

Efficient in using advanced Excel features such as Macros, Look ups and Pivot tables for data entry

Utilized Essbase, Hyperion for extracting the data and preparing the Report.

Extensively used of MS Word, Excel, PowerPoint and various other tools to create the Report, Plain View, and Tableau.

Utilized advanced features of Microsoft Excel for data analysis and reporting.

Led the successful implementation of Oracle Financials, ensuring a seamless transition from legacy systems to enhance financial data accuracy and reporting capabilities.

Demonstrated expertise in customizing and configuring Oracle Financials to align with the organization's unique financial processes, resulting in improved efficiency and accuracy.

Experienced in creating and managing complex spreadsheets for various business functions.

Worked in designing and manipulating Pivot Tables for data summarization and analysis.

Used Pivot Tables to extract meaningful insights from large datasets.

Proficient in both quantitative and qualitative research methodologies.

Connected market research findings to the development of pricing models.

Analyze survey results to extract meaningful insights that inform pricing decisions.

Anthem, Inc Nov 2019 to June 2020

Business/Data Analyst

Participated in the identification, understanding, and documentation of business requirements, including the applications capable of supporting those requirements.

Create user stories; manage Product Backlog and Sprint Backlog using JIRA.

Worked closely with Subject Matter Experts (SME) of all applications for different types of risk control violation, including.

Developed SSIS Packages to transfer the data between SQL Server database and files.

Created reports using SQL Server Reporting Services (SSIS).

Experience on Extraction Transformation and Loading (ETL) process using SSIS.

conference call and raising JIRA ticket for change request release.

Created process flow diagrams for better understanding and reviews using MS Visio.

Extensively used of MS Word, Excel, PowerPoint and various other tools to create and upload artifacts on the SharePoint site.

Designed detailed logical class diagrams, activity diagrams and other high-level process

flows.

Managed bugs using Defect Tracking Tool JIRA, reviewed each defect and assigned development team to resolve problems.

Integrated Oracle Financials with other business systems to create a cohesive and interconnected financial ecosystem, streamlining data flow and reducing manual data entry errors.

Used this information to determine a competitive yet profitable pricing strategy.

Implemented systems for real-time monitoring of market data and trends.

Design and implement surveys to gather customer feedback and preferences.

Benchmark pricing models against industry competitors.

Identified areas for differentiation and strategic pricing advantages.

Used Excel spreadsheet to document data, formulate equations, transfer data automate tasks, create tables and charts and various other functionalities on ad hoc basis.

On Reporting Experience using Ad hoc Analysis, Adobe Report Builder.

Involved in testing, Implementation, involved in end-to-end testing of healthcare Claims.

Reporting and prioritizing software bugs in conjunction with the Development & QA Managers.

Worked on applications such as Business Objects, Enterprise Architect, and Toad, Plainview (Word,

Excel, PowerPoint, Visio, Access, and Project.)

Updated scope document during the pre-initiation stage for project approval by the management.

Worked with very large datasets to conduct query-level analysis of search results to derive insights and investigate broadly to identify trends.

Created, Updated, and maintained technician documentation in Confluence.

Created User Stories and Dashboards in JIRA and Confluence.

Proactively identified opportunities for system enhancement, leading to regular updates and improvements in HIS functionality.

Cleaning and blending multiple data sources to allow for different views on application data in a single dashboard

Collaborated with stakeholders to define and track key performance indicators related to population health.

Managed relationships with healthcare IT vendors, ensuring the timely delivery of updates and patches for Healthcare Information Systems.

Developed and maintained advanced financial reports and dashboards within Oracle Financials, providing real-time visibility into key financial metrics for executive decision-makers.

Conducted training sessions for healthcare staff on the effective use of newly implemented HIS features.

Tested and developed the mapping for extracting, cleansing, transforming, integrating, and loading data using CUE and ADMIN CONSOLE.

Used Pivot Tables to extract meaningful insights from large datasets.

Collaborated with healthcare teams to implement evidence-based practices and measure their impact.

Able to create comprehensive documentation for Excel models, including formulas, macros, and data manipulation processes.

Assisted in the data conversion and data mapping of the legacy data to the new database.

IBM India Jan 2013 to April 2014

Financial Data Analyst

Translated the business needs into system requirements and communicated with the business on a non-technical level

Performed analysis, review, and estimation of client requests; prepared and reviewed business requirements and client documentation.

Work in an account payable team and managing the invoice payment for the bank.

Analyzing and Preparing Bank, Vendor and Customer Reconciliation.

Worked with Unilever Team for maintain the business account information and market survey Analysis process.

Performed Gap Analysis, categorized them as per criticality.

Performed Data Analysis, Data Mapping, Data Modeling, Entity Relationship Diagram, Normalization and strong understanding of Relational DBMS.

Ensured data integrity through reconciliation process between Oracle and Hyperion and maintains compliance with SOX standards

Collaborated across boundaries with Accounting Policy, Financial Reporting, Enterprise Risk Management and SF Accounting Support to complete the AB Counterparty project for Single Family Mortgage

Provided regular status reports to the management. Designed excel Pivot tables and V-Lookup tables to analyze large data.

Prepared the data rules spreadsheet using MS Excel that will be used to update allowed values,findings and profiling results.

Translated cell formulas for business users in Excel into VBA code to design, analyze, and deploy programs for their ad-hoc needs. Minimize the waste and improve the containment process.

Extensively worked on applications such as Business Objects, Enterprise Architect, Toad, Plan View (project management), Microsoft Suite (Word, Excel, PowerPoint, Visio, Access, Project.)

Participated in JAD sessions involving Business Users and Sponsor groups to analyze and understand the business requirements.

Used T-SQL (DDL, DML and DCL), Creating, developing new database objects by like Tables, Views, Indexes, Complex stored procedures, function (UDF), triggers, locking issues, BCP, common table expressions (CTEs), Backups, Recovery and SQL Server.

Worked as SME in gathering requirements for Business Processes Billing and Payments act as liaison between the Business and Technology Department.

Societe Generale India April 2010 to Dec 2013

Business Analyst

Experience as Financial Analysis: Analysis, Testing and Implementation of projects for Investment Banking, Finance domains.

Handle petty cash ensures purchase orders, receiving and invoices are matched Make payments for expenses, purchase of assets.

Performed migration of Reports (Crystal Reports, and Excel) from one domain to another domain using Import/Export Wizard.

Analyzing and Preparing Bank, Vendor and Customer Reconciliation.

Created informative and interactive data visualizations with Tableau and advanced Excel reporting techniques, including pivot tables, V-lookups, charts and graphs.

Performed data analysis on daily, weekly, and monthly scheduled refresh of data based on that business or system change that has happened to ensure that the developed dashboards are displaying accurate and up-to-date live data and sent those into production after editing.

Involved in data conversion to provide reporting capabilities as per the requirement.

Used Visual Basic Editor to write Macros in Excel and PowerPoint

Cleaning and blending multiple data sources to allow for different views on application data in a single dashboard

Worked with all levels of development from analysis through implementation and support. Participated in test planning and test script definition.

Performed Data Analysis, Data Mapping, Data Modeling, Entity Relationship Diagram, Normalization and strong understanding of Relational DBMS.

Used excel sheet, flat files, CSV files to generate Dashboard ad-hoc reports.

Working with large data sets and data warehousing Crystal to highlight the Cost headcount Direct and Indirect Expenses,

Created action filters, parameters and calculated sets for preparing dashboards and worksheets in Tableau.

Education

MBA(Finance and Marketing and International Marketing

(Indian institute planning &Management) Bangalore 2010

Bachelors in Biotechnology (University of Bangalore) Year 2007



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