Trading and Risk Management Application Consultant

Kamalesh Doshi - ETRM Consultant - Business Analyst 201-***-**** - **************@*****.***

A keen learning attitude combined with a creative, pragmatic & result oriented approach to work in a competitive and challenging environment and to gain knowledge and experience while serving my best in the challenging situations and attain distinguished results in IT applications and services industry.

Profile summary

17 years’ experience in Strategy & Business Management Consulting, RFP, Gap Analysis, Business requirement elicitation, Pre-sales, Industry research, Business process performance, Advisory in the Energy and Banking ETRM domain.

Skilled Agile Business Analyst and Implementation analyst across different phases of SDLC Agile Model, Requirements gathering, design, Unit testing/ Integration/ UAT, implementation, deployment, application maintenance and post release support.

Hands on experience of end-to-end implementation for ETRM applications transformations through full life cycle including client consulting, workshop, requirement gathering, analysis, detailed design, configuration, testing, go live and post go-live support.

Expertise include Management Consulting, Strategy, Research and Recommendations, Data Visualization, Requirement Gathering, Estimation, Impact Analysis, Artifact Development (RFP,SRS, FRS, Use Cases, Wireframe, Mockups, Software/ Business Requirements)

Technical Skills

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Category

Description

1

ETRM Applications

Endur (v12 – v18), Zainet (Aligne)

2

Operating Systems

Windows Server 2008 R2, Windows Server 2012 R2, Windows Server 2016

3

Database

Oracle 11g, Oracle 12c, SQL Server 2012, SQL server 2016

4

Test Management/Tracking Tools

Jira, Service-Now (familiar with MS Azure)

5

Designing Tools

MS Office, MS Excel, MS Power Point Presentation, MS Visio, UML, Bizagi, Balsamiq, Business Process Model & Notation (BPMN), Crystal Reports, Java, Eclipse, JMS Message Broker (JBroker), OpenJVS

Experience Summary

Title: Senior Systems Analyst (September 2015- May 2020)

Organization: ION Group (Uniondale, NY)

Privileged to work for the Clients: Exelon, Southern California Edison (SCE), BP Energy, Ameren, Kansas City Power and Light (KCPL), Portland General Electric (PGE), Puget Sound Energy (PSE), Marathon Oil, Direct Energy, Gibson Energy, Rice Energy, Cargill, Norges Bank, Viridian Group, Dexia Credit local, fifth third bank, Genworth, OTPP, Flowers foods, Tyson foods

Assume hands-on project implementation duties in all phases of the Openlink solution implementation Endur (v12 – v18).

Configure, update and support Data mapping (trader, book, strategy, contract, trade-type, product and other data elements), Endur middleware – messaging Services for external trading platforms.

Configuration and troubleshooting related to SQL Server and Oracle database processes. – Writing queries, update database records, optimize reports and data fetch process for external data warehousing tools connections. Databases purge Analysis.

Openlink System Implementation Analysis and Upgrade Analysis – Gap Analysis, Health-Check and Hardware recommendations.

Client system audits, which include a review of middleware configurations, database setup, security, and application servers.

Provide analysis, troubleshooting in the design, configuration, testing, and support of the Openlink solution.

Proficient in multiple business areas and Openlink Endur modules

Market Data Tools – install, configure and maintain price feeds like Bloomberg and Reuters,

APM/ADS - for traders set up and support Active Position reports (near real-time),

DMS - Document Management System – set up DMS module – develop Confirmation, invoices templates.

MTS/Transformers – for SWIFT messages (statements) transformation, process and storage,

Set up Report Builder – develop reports,

Set up TPM workflows – to automate Trade entry and data verification process,

CMM – Import and export data to and from Openlink Systems,

Set up Connex Gateways to interface external system – ICE OTC (FIX) and Futures (FIX), eConfirms (REST API), Web Services, Trayport, CME

Configure RiskPak, Domain services, HedgePak

A team player for project team and a mentor for other systems team members.

Client-site installation and troubleshooting of Openlink's primary application - Endur, and supporting software packages such as Crystal Reports, JAVA, Eclipse, Openlink messaging (ECOM), and internally developed software products APIs and Adaptors.

Configuration of Windows servers to support client activities relating to the use of Endur software packages. Configuration and review of client authentication and security, and Windows Domain – Active Directory (AD) Authentication

Document and Train clients on software installations, support, and maintenance.

Responsible for delivering need-based product solution, strategize project scoping and specification documents, and communicating project delivery road map.

Deconstructs user needs and problems into logical component and relay the information to account manager or Engagement director.

Working closely with business stakeholders to design effective processes and achievable estimates (Implementation analysis).

Strong technical and business acumen and a key contributor for the ETRM system and risk applications

Lead requirement discussions to document, analyze and translate functional and non-functional business requirements into project specifications, business process diagrams and workflows

Facilitate end-to-end specification, development, testing, and release of assigned project work for products.

Strong customer focus, diagnostic approach towards analysis/debugging problems and turning them to meaningful outcomes

Highly matrix organized professional and ability to manage multiple tasks and ETRM Implementations

Title: Senior Business Systems Analyst (April 2015 - September 2015)

Organization: APX Inc. (New York, NY)

As a System support team player perform support/administration of Trade, Price, and Settlement workflow in MarketSuite.

Work on Parsers for workflow files of Trade, Price, meter data, and Settlement for MISO and ISONE.

Design, develop, test, and implement Parsers in the workflow for MarketSuite using Altova's Mapforce tool. Work on Agile framework for development of workflows.

Work on TFS for assignment, development, testing, and delivery of tasks on a predetermined timeframe.

As an Analyst discovering issues, logging it, resolving it and as per need work with client and ISO to fix the issue.

A result oriented analyst having familiarity and experience on RFP, FRD/BRD/Release plan/User story creation/Projects documents/Presentations.

Actively worked with Scrum-master to resolve conflicts/ problem statements and recommend solutions.

Modeling skills with Microsoft Excel, MS Visio, and Balsamiq and BPMN notations.

Assist the Product Owner with backlog grooming, user story development, and prioritization.

Work closely with UX/UI designers and create wireframes and mockups

Lead requirement discussions to document, analyze and translate functional and non-functional business requirements into project specifications, business process diagrams and workflows

Facilitate end-to-end specification, development, testing, and release of assigned project work for products.

Strong customer focus, diagnostic approach towards analysis/debugging problems and turning them to meaningful outcomes

Title: Trade System Administrator (May 2013 - April 2015)

Organization: Energy Dynamics Inc.

Client: PSEG (Newark, NJ)

As a TSA team member perform Daily support/administration of Aligne, EDX, and GasMaster.

Business Analysis and requirement gathering for GAAS replacement and Gas Flow Analytics.

Create strategy and mentor other analyst TSA team members to the upgrade Aligne to 3.0.2.9. Work on ETB screens, reports, and interface testing.

As an analyst work on GasOps contracts, storage ratchets, service charges set up and testing.

Create reports for confirmations, corporate risk, operations, traders, compliance, and accounting.

Title: Senior System Analyst - Risk and Market Systems (March 2007 - May 2013)

Organization: NRG Energy Inc. (Princeton, NJ)

Zainet administration - Maintaining users, creating new entities (counterparty, books, contract, curves, trade groups, etc.), application server, applying zs patches, Energy Trade Blotter upgrade patches and Deployment on Citrix.

Daily support/error resolution for deal entry, price upload, reporting, EDX messages, ICE deals, Confirm HUB, Conrol_M automation. Documentation errors and their solutions.

Implement and support different commodities (power, Gas, Oil, and other commodities) Implement coal deals, interface with Fuelworx (monthly actualization process) Daily and Monthly position reports.

As Zainet SME work with the internal development team and vendor OATI to develop Bi-directional feed from Zainet to OATI WebTrader for deals and schedules.

As Zainet SME work with the internal development team to develop a monthly coal actualization application which would update coal inventory with actual logistic data from Fuelworx application.

Develop reports (for compliance, traders, operations, accounting, system security, prices and more).

Create and maintain a real-time DB connection with the Zainet database. Implement application on the individual Application server as well as on Grid for both test and production environments.

Work with different groups (Risk, Commercial operations, accounting) help develop and maintain daily Position and P&L batch with daily archival and cube process. Help user access data via Pivot tables.

Work with the business and development team to develop a daily process to gather price data from different brokers and save it in the local SQL server database. Once all the prices are in the SQL server database Risk Price upload application uploads the prices to Zainet. User access according to functional need and access to upload prices, to Zainet for the operations team.

As a SME and Analyst help develop MDI: This system provides a central repository of the deal, price, and cash adjustment data to support market settlements and Risk applications. The data obtained from ISO through various interfaces: data scraping from the ISO website, data queries from nMarket product, data retrieve from LEAP, SMART systems.

Create Strategy and Implement process automation tool AEGIS software (NetIQ product) and Conrol_M (BMC software) Automate daily Zainet batch/reports/price copy/Oracle SQLs/SQL Server SSIS, SQL jobs, Analytics calculations, etc.

For applications (Zainet, Risk analytics, Risk Archive, and Risk Price Uploads)Work with Internal and External auditors (KPMG) to automate Quarterly Access Reviews, validate System Controls For internal audit as well as SOX testing, create and maintain segregation of duty Matrix for applications. Maintain test environment applications (executables, patches, database, and interfaces with other test systems).

Title: Senior System Application Analyst (July 2004 - March 2007)

Organization: PPL EnergyPlus (Allentown, PA)

As Zainet Analyst and administrator make sure the system is available for business. Set up and maintain user security. Configure Zainet and report printer on the user machine.

Work with front office team to setup daily price upload (PJM, NYISO, NEPOOL, MISO, etc.). Maintain Platt's upload interface for gas daily and monthly prices.

Set up new Price curves, price formula, Trade groups, and Gas contract, Pipeline, Load Sink for schedulers.

Develop reports for traders, accounting, trading-controls, credit, settlements, price-upload confirmation, and price tolerance.

Create strategy to help develop and automate Month to date Realized Gross Margin reports. Help develop daily P&L reports for both Incremental and Hedge deals.

Maintain Zainet interface with both Etickts (power trade entry system) and Gtickts (Gas Trade entry system).

Train users to use application manager, power scheduler, report writer, credit limits. Perform Zainet upgrades (both zs and ETB). Communicate changes to the users; perform extensive static data, and reports testing.

Migrate SQL scripts and reports from Development to Unit test, System test, UAT and then Production environment using proper SOX procedure, documentation, testing and approvals.

Title: Implementation Consultant (March 2000 - December 2000)

Organization: Caminus (Now Part of FIS) (New York, NY)

As an implementation consultant implement Zainet on multiple platforms. Create and update the Zainet software documentation. Perform activities like analysis of existing software, financial reports.

Demonstration of Zainet. Install Zainet, import static data using import tools from the client's existing system.

Identify the reporting requirements and perform data consistency checkups using PL/SQL.

Design and integrate customized reports to the client's requirement and provide training to the end-users.

Provide post-implementation support which includes technical hand-holding and verification of new data to the client's priorities and satisfaction.

Education

MBA (General Business) from Columbus State University (Atlanta, GA) May 2014

Bachelors of Science (Computer Engineering) from New Jersey Institute of Technology (Newark, NJ) May 2000.

Business Analysis from JanBask Training August 2020.

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