Office Project

Yash Agarwal

Business Analyst *****************@*****.*** 703-***-****

8+ years of experienceas aBusiness Analyst in Banking primarily in Finance, Mergers & Acquisitions and Investment banking industries. Coordinated with product owners, business andtechnical teams through all phases of business development. Experienced in gathering, analyzing and documenting business requirements, business flows, process flows, developing Business Requirement Documents and Functional Requirement Specifications. Primarily focused on analyzing and preparing financial & market analysis, planning & executing investment banking projects, preparing banking services analysis including deposits, interests, and corporate banking.

SKILLS:

Domain

Capital markets Research, Fixed income,

Financial services, Banking, Private Equity,

Investment Banking and Wealth Management

Business modeling and

Requirement

management tools

MS Office (Excel, Word, Outlook, PowerPoint,

One Note, MS Visio)

Database

MYSQL

Content management

MS Share Point

Other Tools

Project, Share point, MS VISIO

BI reporting tools

PowerPoint, Excel, tableau

SDLC Methodologies

Agile-scrum, waterfall, agile-fall

Documentation Tools

MS Office Suite – (Word, Excel, PowerPoint),

Confluence

PROFESSIONAL SUMMARY :

Highly experienced in eliciting requirementsfrom various Stakeholders, Business users and Subject matter experts to provide recommendations to resolve issues for various Business and Technical groups as well as define strategic solutions to business problems in a multiple project requirement

Experienced in agile-scrum and waterfall methodology

Expertise in creating Business Requirement Document (BRD), functional requirement documents, scope, objectives and risk analysis

Experienced in Elicitation techniques through interviews, group sessions, questionnaires, Brainstorming, Document analysis, Focus group Observation and Reverse Engineering

Comprehensively used AS-IS and TO-BE model using the GAP analysis and planned and monitored effective approach to build solutions to the business problems and needs

Facilitated Agile Scrum ceremonies: Sprint planning, Sprint Review and Sprint Retrospective

SWOT, Gap&ROI analysis, Mergers& Acquisitions, Discounted cash flow and Net Present Value Analysis

Performed Root Cause Analysis in identifying system gaps and deficiencies that required a business and technical based approach for problem solving

Created workflow scenarios, designed new process flows and documented the business Process and activities of the business from the conceptual to procedural level

Created Requirement Traceability Matrix (RTM) for tracking and managing changes based on project’s evolving needs.

Excellent interpersonal skills, effective written & oral communication, and presentation skills

Bloomberg market concepts certified

PROFESSIONAL EXPERIENCE :

Title: Business Analyst

Client: Hilton Capital Management, NY

Project: Equity Trading System 2018 July - till date

Project overview:

The project was undertaken to develop an automated system to buy and sell stocks online in an efficient and quick manner to maximize profits for the company’s investors. The primary objective was to give a detailed forecasting model on stocks that the client has invested in. A thorough valuation analysis model was to be created and displayed in a manner where it was accessible to the investor.

Roles & Responsibilities:

Define and formulate Business, functional and Non-functional requirement documents

Elicit requirements from various stakeholders, business and product owners, technical teams, business users and subject matter experts

Created Requirement Traceability Matrix (RTM) for tracking and managing changes based on project’s evolving needs

Participated in weekly status meetings and conducted internal and external reviews as well as formal walkthroughs among various teams

Elicited requirements through group meetings, interviews, discussions, and analyzing project goals and overviews

Facilitated Agile Scrum ceremonies: Sprint planning, Sprint Review and Sprint Retrospective

Used agile-scrum framework for this project

Created User stories, sprint backlogs and business flow diagrams

Assisted in developing cost benefit analysis and break-even point during early part of the project initiation

Worked closely with the management teams and top-level management throughout the projects

Tracked and communicated team velocity and sprint releases and progresses

Comprehensively used AS-IS and TO-BE model and GAP analysis to planand monitor effective approach to build solutions to the business problems and needs

Effectively collaborated the current process and recommended a clear picture of the proposed process for the projects in the organization

Achieved accuracy in the results for data displayed as investments and prices played a key role

Environment: Agile-Scrum, SQL, MS Office, SharePoint,MS (Office, Excel, PowerPoint& Visio)

Title: Business Analyst

Client: Boston Capital Advisors

Project: Merger and Acquisition 2017 July-2018 June

Project Overview:

This project involved in acquisition of a company through equity, high yield bonds and leveraged loans. Managed internal and external teams of legal and financial advisors in negotiation, drafting, and execution of term sheets, financing documents, commercial contracts and other necessary agreements to meet expectation of all established goals.

Roles & Responsibilities:

Elicited requirements from various stakeholders and Business users

Performed Discounted cash flow, net present value and leverage buyout analysis

Conducted GAP Analysis and documented the current state and future state, after understanding the Vision from the Business Group and the Technology Group

Conducted Walkthroughs with end users, developers, managers and other analysts

Identified organizational structure roles, succession events, workflow and business flow diagrams

Worked closely with various internal teams to define the scope, provide estimates, set project timelines and initiated relevant change requests (CR) during the Project Life Cycle

Documented the Requirement traceability matrix (RTM) and created Activity Diagrams and Flow Diagrams

Generated financial models and templates for analyzing current data and future trends

Provided financial support and analysis to Operations and Technology areas for strategic business decisions and cost savings initiatives

Used SQL and MS office tools such as Excel, PowerPoint, Word and Visio

Effectively collaborated the current process and recommended a clear picture of the proposed process for the projects in the organization

Lead review sessions for completed business/functional requirements with key business users focused on gaining consensus and final business approval

Ensure that proposed solutions are focused on improving efficiency and effectiveness of the business processesand are consistent across products where possible.

Environment: Agile/Scrum, SQL, MS Office, SharePoint, SVN, MS (Office, Excel, PowerPoint& Visio)

Title: Business Analyst

Client: GVK, India

Project: Business development 2014 Jan-2017 June

Project overview:

The project was undertaken to Build data driven strategies to support business operations. The goals were to produce and implement models, create forecast reports, predict future trends and give detailed analytical assessments of the data analyzed.

Roles & Responsibilities:

Analyzed and assessed business requests to create professionalpresentation quality deliverables.

Was tasked with tracking and updating project issues and progresses.

Acted as a liaison between business users and technical users

Performed gap analysis

Prepared Business and functional requirement documentations

Analyzed scope, objectives, assisted in scrum meetings, scrum calls, sprint planning.

Created efficient and effective user stories

Elicit Business requirements and translated them into functional, non-functional, data and user requirements

Createbusiness flow diagrams

Identify and translate business needs into clearly defined requirements, and create documentation inclusive of business use cases, process flows, data flows, traceability matrices and report mock-ups

Created Requirement Traceability Matrix (RTM) to trace back test cases to make sure it captured all requirements proposed by the stakeholders

Comprehensively used AS-IS and TO-BE model and GAP analysis and to plan and monitoreffective approach to build solutions to the business problems and needs

Used SQL and MS office tools such as Excel, PowerPoint, Word and Visio

Performed business process analysis, user stories, mapping (gap analysis) techniques, conducted SWOT analysis, Cost Benefit Analysis and ROI analysis

Conducted Walkthroughs with end users, developers, managers and other analysts

Generated financial models and templates for analyzing current data and future trends

Provided financial support and analysis to Operations and Technology areas for strategic business decisions and cost savings initiatives

Environment: Agile/Scrum, SQL, MS Office, SharePoint, MS (Office, Excel, PowerPoint& Visio)

Title: Business Analyst Intern

Client: Bank of Baroda, India

Project: Customer information 2013 Jan-2013 Dec

Project overview:

To see the engagements of the customers to the bank with consolidated sum amount. This project was undertaken to understand the portfolio of the customer for further upselling and cross selling of the products. The summary of the project was to bifurcate the customers engagements with the bank to develop the portfolio of the customer with aconsolidated sum amount

Roles & Responsibilities:

Conducted interviews with multiple stakeholders to capture and create Business Requirements documents (BRDs).

Translated business requirements into technical user stories for development teams.

Defined scope and documented BRD and new enhancements based on requirement elicitation and operational constraints.

Collaborated with stakeholders to identify requirements and recommend solutions to address business needs complying to operations and it controlsframeworks

Created a standardized process document for the department to ensure successful integration of existing formats.

Actively participated in the management of multiple projects at a time, ranging in complexity and size. Built relationships with co-workers, partners, and clients to enhanceprofessional reputation.

Received Hands-on experience in eliciting, defining, documenting, business, functional, non-functionalrequirements, decomposing high-level information into details and in critically evaluating information gathered from multiple sources

Performed business process analysis, user stories, mapping (gap analysis) techniques, conducting SWOT analysis, Cost Benefit Analysis and ROI analysis

Acted as a liaison between business owners and technical teams

Performed GAP analyses

Acted as a liaison between investment bank brokers, wealth management team, industry experts, systemusers, client managers and software development team to gather requirements

Collaborated with the lead business analyst and gathered requirements from business users

Involved in preparing functional requirements specifications (FRS) based on user requirements

Environment: Agile/Scrum, SQL, MS Office, SharePoint, MS (Office, Excel, PowerPoint & Visio)

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