Skills and Attribute

Methodology- SDLC methodology used waterfall, Agile/scrum, Kanban, etc.

Planning: Experienced in conducting GAP analysis and root cause analysis to understand the source of Problem

Business Requirement Gathering Techniques- Used various requirement elicitation techniques such as interviews, brainstorming, questionnaires, GAP Analysis, Observation and Research, JAD sessions

Project Artifacts-Created meaningful project artifacts such as BRDs, SRDs/FRDs, Wireframes, Process flow, workflow, Uses cases, Data Requirement Document

Multi Tasking and Problem Solving- Pay great attention to details and a high degree of accuracy in deliverables, also capable of Multi-tasking, prioritize work, and problem-solve skills

Communication Skills- Strong oral and written communication skills to create a quality requirement document and test document, also fluent in 3 languages- English, Hindi, and Punjabi

Testing-Highly proficient in writing Test Plan, User stories, Use Cases, Implementation Plan

Data Governance- Implemented end to end Data Governance Framework across multiple business group and systems

Data Mapping- Created documentation to capture the flow of data from source to data warehouse/Data Mart to BI tool

Compliance Knowledge- Worked on Compliance projects such as MFDA, AML and Read about BCBS 239, SCCL, Data Privacy such as GDPR and CCPA

Trade Life Cycle and Products- Domain expertise in Exchange Traded and OTC derivatives, Bonds, Equities, Commodities, FX and functional areas within Front Office, Market Risk and Finance

Operation Knowledge- Familiar with role and operation of Front, Middle and Back office

Risk Measure knowledge- Knowledge of Mutual funds and Capital Market risk measures such as VAR, LGD

Product Knowledge- Stocks, Bonds, Options, Swaps, OTC traded funds, Exchange traded funds, T-bills, Repo, commercial lending, retail products such as credit cards, personal banking, etc.

Reporting- Created and presented daily, weekly, monthly reports for Senior management

Change Management- Experience in building and prioritizing change requests as per the project need

Strong analytics- Performed Data analysis using MS Office, SQL and Oracle and solved PROD issues

Technical Skills

Analysis Methodologies

Agile, Waterfall, Risk Analysis, Gap Analysis.

Databases and Tools

MS SQL server, TOAD, VBA Macro, SAP HANA

Data Quality

Informatica 10g (IDQ)

Source System

Bloomberg FIT, BBPS, Calypso, Murex, Loan IQ

Metadata

IBM Information Governance Catalogue (IGC)

Business Modeling and Release Management

Microsoft Visio, Microsoft TFS, MS visual Studio, HP QC

Reporting

Excel, SharePoint, Power BI, Tableau

Work Experience

Redpico Inc.

Senior Business Analyst/Data analyst Jan 2020- Present

Data Governance enhancements

This project is focused on enhancing the data governance framework and implementing the data quality measure around

the additional data elements to automate the management reports which were used for the decision making around the

key organization decisions at the enterprise level. This project was set up to revaluate that GDPR control are still in place

and all source systems, application, process are still in process

Project Tasks:

Develop core data governance framework, additional policies, business, and IT process to better govern the data received from the source system and reporting

Defined and documented roles and responsibility for various roles under data management office

Documented process documents and policies and procedures document outlining standards for creating asset, modifying the asset, sharing data element between risk groups.

Created approval workflow to get the approve/decline on data Asset from data steward, data owner, etc.

Prepared presentation and facilitated project kickoff meetings with the senior managers and C-level Executives

Documented high level requirements to address gaps between Current vs Future state

Refined and decomposed high-level information into details and business logic to clearly define requirements; present and lead discussions with business users in white board sessions, interviews and JAD sessions

Experience with an application support, technology coordinate to provide fast support on the process related to the application and other technologies

Worked with the clients and vendors to create and support SOW, SLA, reading supplier contracts and providing feedback to my manager and procuring software licenses

Created a SP board to store the inventory of Software license, SOWs, User access, Supplier contracts and created an automated process to entry new data and quarterly review and update

Created templated and conducted on going review of different applications to spot changes in the DQs, Metadata

Worked with various working groups to understand the key data elements required for their reports, sourced them from trusted source and stored them at enterprise data warehouse to reduce cost and increase data retention

Experience working with SAP Hana to analysis data, update data and enhancement within tables

Key deliverables include documentation of business process/system flows, Process improvements, BRDs, FRDs, impact summary, capability gaps requirements and identifying implementation ownership within IT Teams

Analysed the existing processes to understand the gaps and worked with the stakeholders to improve the processes

Worked with Corporate security and Legal team to define PII definition and different level of PII data which was required to under the critically of the system and helped in defining the severity of the source system

Worked with IT to generate a report for all the Data requests made by the customer on their PII data for the C-Level executive to demonstrate the effectiveness of the tools created under GDPR project

Conducted data quality against the data stored in database and other IT system such as SQL and Oracle DB to monitored and creating data quality reports which was presented to the business and legal groups for further investigate and reported the cause of data quality failure

Conducted extensive analysis on various source system to identify if the source system has enough/any control in place for data purging and data retention policies

Worked with various SME`s and business owners to spot the gap in data asset or policy and worked to fix them

Worked extensively on the sensitive client data, security data, product data to capture the metadata and data quality rules

Environment: MS Office, Visio, SQL, JIRA, IDQ, IGC

Sunlife Management, Toronto

Business Analyst/Data Analyst Jan 2019- Dec 2019

AML Data Migration and Enhancements in asset management system

The project was to upgrade legacy system to an in-house intranet-based application used by the Asset Management advisors. The existing system was inefficient, lagging consistency that was incurring high business cost within the asset management and wealth Management department. We also added new fields to assist business with reporting and for compliance purposes

Project Tasks:

Stakeholder- Wealth Manager team

Performed GAP analysis to identify the gap between current state and desired future state

Created Presentations and Organized kickoff meetings to introduce the project to the stakeholders including senior management in both Business and IT

Document high level requirements to address capability gaps in Current vs Future state

Interviewed compliance group to defined and documented business requirements in the form of BRD using the GAP analysis findings

Refined and decomposed high-level information into details and business logic to clearly define requirements; present and lead discussions with business users in white board sessions, interviews and JAD sessions

Key deliverables include project status reports, kickoff meeting presentations, business process/system flows, BRDs, FRDs, capability gaps requirements and identifying implementation ownership within Business and IT

Created Data flow diagrams using MS -Visio to assist in migration to the new application

Built new and revised business process maps ("As-Is/To be") flows, use cases and data flow diagrams to assist IT team in the solution

Built reporting tools using VBA/Excel Marco to reconcile large datasets between 2 systems

Created and presented PowerPoint presentation to the C-Level executives, project stakeholders and Project tea,

Analyzed and reconciled Upstream source data for several asset classes including bonds, equities, exchange traded and OTC derivatives to create a Data Mapping

Captured data retention policies from the business stake holder and worked with IT to ensure the data retention policies are been followed

Participate in the walk-through Sessions with Technology to discuss Solution Requirement document

Provided administrative and operational support for the PMO regarding making sure project data is easily accessible, project tracking metrics and distributing project information as needed

Respond to various ad hoc requests for business from senior management & external clients

Created BI Intelligence reports as per the stakeholder`s requirement

Built Project status reports and management reporting such as system migration status reports, UAT defects reports, ROIs,

Built a test plan to test the solution along with the test cases and test scenarios in MS excel

Coordinated Testing and managed test defects in HPQC

Assisted in UAT and PAT setup and signoff

Environment: MS Office, SQL, JIRA, Dev-OPS MS Visio, HP QC, VBA

Bank of America

Business Analyst/Data Analyst Sept 2018- Dec 2018

Asset management reporting automation: This project involves automation of Mutual Fund monthly performance report generation which was done manually by the product and portfolio team. As a result of this project, report was made available to the end user 5 days earlier than the previous schedule which exceed the market expectations. The new system was required to meet the existing OSFI and MFDA`s guideline

Project Task

●Facilitate JAD session with the Product management team, portfolio management team and IT to elicit and capture functional requirements and data requirements

●Created requirement documents to captured logic to build the report and identifying source of input data such as Bloomberg FIT, BBPS, Calypso, Murex, Loan IQ in to BRD, DRD to assist IT in solution

●Captured logic to calculate asset mix, investment mix, yield to maturity and fund performance in the BRD

●Created Data Requirement Document (DRD) by analysing input data files from various sources and systems, to identify the list of Data element required along with their transformation logic

●Worked closely with Project manager to create and update the project plan with a list of tasks and timelines

●Actively prepared and presented PowerPoint Project reports to management and stakeholder

●Facilitate JAD session to revised BRD and DRD and captured feedback

●Documented Functional and non function requirement in business requirement document

●Revised BRD, DRD, wireframes, SLA to help development team to build estimates

●Worked with BSA to create System requirement document

●Analyze large data sets using VBA, SQL, Excel

●Built a Data dictionary and Business glossary of the required data element for the report

●Created Test strategy, Test plan, test cases and maintained defect log

●Groomed project backlog, translated high-level requirements into user stories, prioritized and sequenced user stories using JIRA

●Coordinated and assisted in UAT and PAT testing

●Provided Postproduction support to the client

●Gathered requirement for the new onboarding tools for both retail and wealth management

●Product offered to onboarding clients are wrap fees account, SMA accounts, fund wrap products, dealer platform such as compass

●Captured the list of mutual funds, segregated funds, SMA products and wrap products on the new platform

●Assisted in supporting Ad-hoc report requests

●Worked with the product team to make source data available and creating reports to demonstrate performance, giving insight of the product, strategies

●Reconciled the list of products with the new system product list

●Worked with the vendor on system upgrade and captured gaps between current and new process

●Assisted in the tool testing in various phases

Environment: SQL, JIRA, SharePoint, Visual Studio, VBA

Delv Investment Global Solutions

Business Analyst Dec 2017-Aug 2018

Enterprise Service request Automation and Enhancement

Project was to replace the current service request process which was manual with an automated the Service request processing throughout the organization which can be tracked using electronic means such as Application. This project was an enterprise level project and held a great priority amongst the senior leaders

Project Task

●Prepared deck for all Business and IT stakeholders to outline the key gaps Identified and changes coming as a part of the project in a lunch and learn session to collect business feedback and seek their commitment for business testing

●Performed GAP analysis to capture the changes in the business process as a part of the new workflow

●Gathered requirement in the form of a Business Requirement Document form the business stakeholders which outlines the roles and division of responsibility

●Facilitate JAD sessions to build and document new Business Processes as a part of the change in Visio

●Created BRD, Wireframes, Reporting Dashboard, wireframes, Business Process Mapping as a part of Requirement Phase

●Defined SLA for the completion of each request type to give the end user better estimate on when their request will be completed

●Worked with IT team member in an Agile environment to develop the solution

●Created Test Strategy, test plan and test cases to test the solution

●Worked with the IT team to get the fixes in the new tools

●Manage a team of pilot tester and communicated defeat with the IT team

●Assist in Training material creation and delivery of training

●Maintain and manage strong relationship with the product teams and businesses

●Worked with the Vendor to get the fixes in the new tools

●Manage a team of pilot tester and communicated defeat with the IT

Environment: MS Office including Power point, Vision, Excel, JIRA, SharePoint

Wells Fargo

Business Analyst Apr 2016- Dec 2017

Data Governance Framework Implementation

The project focused on setting up a data governance structure in the organization. Implementation of Metadata and Data Quality standards were required to be implemented as success criteria of this project. This was project was intended to meet the BCBS requirements

Project Task

Created a presentation which outlines the benefit of introducing Data governance and agreed approach to collect Metadata and performing Data quality

BRD reviews with business stakeholder to provide clarification on the business requirement and prepared Use cases for technical stakeholders

Built Business Glossary/ Metadata gathering strategies and template for all enterprise systems and Data Warehouses

Attained attestation and validate the data lineage from source to report from Business and IT group

Captured and build an enterprise business glossary for all CDEs as a part of enterprise initiative (EDW/CDS) and produced data mapping documents to create source to target mapping

Created data flows diagrams to understand business processes and how data flow through the system to capture Metadata, data linage and preformed Data Quality.

Loading the Business glossary in the metadata tool and assisted with the validation package to test data lineage from source system to report in IBM Info sphere Governance Catalogue (IGC)

Worked closely with Data Architecture, Data modeler and DBA`s to gather a list of all critical data elements (CDE) for entire enterprise and performed Data Mapping, collecting Metadata and Data Catalogue across collateral management, Credit, Market & Liquidity Risk

Performed Data linage and metadata for the products which includes wrap fees products, SMA products, fund wrap products

Created/updated process documents, policies and procedures and user manual which outlines the approach for creating asset, modifying the asset, sharing data element between risk groups.

Created approval workflow to get the approve/decline on data Asset from data steward, data owner, etc.

Performed Data completeness and timeliness checks on the dealer platform and other source system which were in scope

Identification and documentation of Data Source, ETL logics and tables and Data Destination in the form of Data Lineage

Identify upstream and downstream reference data requirements in terms of creation of views, tables and modification of existing views, tables e.g. creating customized views, adding new columns, changing data types etc.

Implement Data Governance framework using Agile Methodology

Carried out impact assessment and data quality checks, ran queries using SQL and created data analysis reports for senior business leaders

Documented data reconciliation processes for capital market, credit risk, collateral, and other risk group to fulfill regulators ask

Conduct Credit Risk, Counterparty (including Collateral management) Retail data analysis to performed Accuracy, completeness, consistency, and timeliness for data quality reports

Environment: MS Office, JIRA, Informatica Data quality (IDQ), IBM IGC, Bloomberg FIT, BBPS, Loan IQ

EDUCATION TRAINING AND EXPERIENCE

Enrolled in Cybersecurity (Seneca)

Expected to Complete in Dec 2020

Bachelor of Engineering- (electronics and communication) Aug 2013- May 2017

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