Mark Kverel

718-***-**** adi4pp@r.postjobfree.com Staten Island, NY

Talent wins games, but teamwork and intelligence win championships. “Michael Jordan

Executive Summary

Client-oriented Business Analyst in E-Commerce, Insurance, and Financial Services industries

Expert at building relationships with Business, IT stakeholders and subject matter experts

Adept at soliciting, documenting and managing business requirements in Agile and classical SDLCs

Specializing in projects related to E-Commerce, Financial BI, Compliance, and Client Onboarding

Excellent listening, presentational skills, organized, diligent, with great attention to the details

Business Knowledge

Security Master, Settlements, Equity, Options, MBS/CMO, Derivatives; Investment DWH

Investment Portfolio Management, Client Reporting, G/L Analysis, Tax Reporting

Credit Score Application Workflow, Online Payment Processing, KBA

Client Onboarding Process, Workflow Prioritization and Automation

Business Analysis

Skills: Requirements elicitation and management, Stakeholder Management, Consensus Building, Obtaining Sign-Offs; UAT planning and execution, System Analysis, Data Analysis, Data Governance, Prototyping, Mockups, Problem-solving, Technical Background

SDLC: Agile/SCRUM, Waterfall, Certified SCRUM Product Owner

Tools: JIRA, Confluence, SharePoint, PowerPoint, Excel, Visio, Draw.io, MS Access, MS Project, MS SQL Server, SSRS, Advanced SQL, Power BI, Tableau, TOAD, Crystal Reports, TFS, Remedy, Blueprint, Bloomberg, SS&C Products (CAMRA, Debt & Derivatives, Recon)

Documentation: User Stories, Gherkin User Stories, BDD-style specifications, Business Rules, BRD, FRD, diagrams, screen and report mock-ups with Use Cases, UAT cases

Experience

Department of Social Services (DSS/HRA), New York, New York 01/2019 - Present

Agile Business Analyst, Consultant

Project:

Creation of the Streamlined Paperless Office System (SPOS) and Work Tracking System (WTS) to modernize and improve the interview, change actions and processing for the users of the Paperless Office System (POS) in the Supplemental Nutrition Assistance Program (SNAP) area of the Family Independence Administration (FIA)

Responsibilities:

Develop strong relationship with clients and keep them engaged throughout the project

Provide analysis of business requirements, processes and workflows with suggestions for improvement

Work with Business Stakeholders and SMEs to formulate BRD and FRD

Identify areas where process, technology, development of the SPOS and WTS systems can lead to increased efficiency and productivity

Provide detailed analysis resulting in clear, concise and unambiguous system requirements as User Stories in JIRA and Confluence applications

Capture and express requirements User Stories, User Cases and Mockups to ensure smooth Agile process

Create business rules for the SNAP Eligibility Determination process

Position as a Single Point of Contact between Business, UX/UI and Dev/QA teams

Collaborate on UX/UI activities to create compelling product designs

Answer questions from Dev/QA teams, assist with testing during the Sprints

Provide clear, accurate and timely status reports detailing activities, accomplishments and concerns as directed by management

Communicate with clients to validate and maintain documentation and workflows of final solutions deployed into production

Plan, pre-test and conduct UAT sessions so that test results meet client’s expectations

Pentius, Inc., New York, New York 08/2018 – 12/2018

Agile Business Analyst, Consultant

Project: Enhancements to the Online Banking portal with a Consumer Loan Marketplace, Credit Score and Credit Card application increased online customer acquisitions by 15%.

Responsibilities:

Developed strong relationship with clients and keep them engaged throughout project lifecycle

Worked with Business Stakeholders and SMEs to formulate BRD and FRD

Educated Business Stakeholders on the Agile/Scrum Framework to manage expectations

Defined UX/UI functional requirements as User Stories in JIRA and Confluence

Captured and expressed requirements with BDD-style specifications, Gherkin user stories, user cases and mockups to ensure smooth Agile process

Positioned as a Single Point of Contact between Business, UX/UI and Dev/QA teams

Conducted interviews and studies with product owners, users and other stakeholders to identify candidate requirements

Acted as s Product Owner, led value-based Sprint Planning and Sprint Grooming meetings

Answered questions from Dev/QA teams, assisted with testing during the Sprints

Participated in all SCRUM ceremonies, including Sprint Review and Retrospective

Planed, pre-tested and conduct UAT sessions to make sure test results met client’s expectations

Lenox Hill Radiology, New York, New York 01/2018 – 08/2018

Lead Agile Business Analyst, Consultant

Project: Enhance existing ERP architecture with Radiology Doctor Payment and Business Intelligence modules utilizing SCRUM Framework

Responsibilities:

Established working relationships with Product Owners, Stakeholders, and SMEs

Interviewed product owners, stakeholders and users to identify candidate requirements

Led regular Backlog Grooming and detailed requirements elicitation sessions

Maintained Product Backlog and an upcoming Sprint Backlog in Jira

Developed detailed specifications for ETL, GUI, Operational and BI reports

Participated in all SCRUM ceremonies, including Sprint Planning and Retrospective

Prepared and conducted Sprint Presentation meetings with PO and Business SMEs

Developed User Stories and Acceptance Criteria using Gherkin syntax

Planed, pre-tested and conducted UAT sessions

SS&C Technologies, Inc., New York, NY 05/2016 - 12/2017

Senior Business Analyst, Director, CAMRA division

Projects: Client On-boarding with System Installation, data migration and UAT

Product Enhancements based on Customer Feedback and Product Roadmap

Responsibilities:

Established and managed relationships with existing and new CAMRA clients

Identified clients’ needs and matched with CAMRA’s capabilities and Product Roadmap

Developed SOWs, benefits, cost, timeline and ROI estimates for Strategic Planning

Prepared presentations and customized product demos in advance of client visit

Documented clients’ requirements in BRDs and translated for technical team into FRDs

Managed the CAMRA’s Combined Scope of Work for multiple clients and IT teams

Built SQL scripts and Stored Procedures to extract data for BI analysis and UAT exercises

Pre-tested solutions in the UAT environment to create UAT scenarios and UAT Plan

Supported Dev and QA teams in SCRUM ceremonies and managed Product Backlog

Managed End-User training and Post-Production support

New York Life Insurance Company, New York, New York 08/2001 – 05/2016

Senior Business Analyst, Director, Proprietary Trading Division

Large-Scale projects across Front Office, Back Office, Middle Office and IT organizations:

CAMRA 6.8 Upgrade project migrated legacy database to SQL Server and enhanced Government Regulations and Tax Lot functionalities to comply with NAIC, FINRA and SEC

Aladdin (BlackRock) Implementation project replaced Bloomberg Trade Station for Fixed Income and Equity trades to improve Analytics, Forecasting and Data Integrity

Portia (MacKay Shields) project implemented a new trading system for Corporate Bonds

IDW (Investment Data Warehouse) Build Out project enabled Middle Office with centralized Risk Management and Enterprise-wide BI Reporting capabilities

Tax Basis Reporting Initialization project applied new tax rules, performed data scrubbing, and replaced 6 manual Back Office processes in the Financial Controller department

Day-to-Day Responsibilities:

Managed proposed and ongoing scope of work for the Proprietary Trading division

Liaised with Business, Back Office, Middle office, Back Office and IT Stakeholders

Analyzed strategic business requirements, and facilitated decision making

Managed business, functional, system and data requirements on the on-going projects

Served as a single point of contact between SME and Dev Teams during SDLC

Prepared UAT plans and supervised QA and UAT execution and issues resolution

Maintenance and System Support, enhanced Data Reference Management process

Bank of New York Mellon New York, NY 07/1999 – 08/2001

Senior Investment Accountant, Associate, Investment Accounting Division

Prepared custom BI reports for Portfolio Managers and Back Office

Managed End-of-Month closing process using CAMRA for Insurance clients

Education

SAM Career Center, New York, NY 2019 - 2020

Advanced Business Analysis and preparation for CBAP certification

Requirements management in Agile and SCRUM

Scrum Alliance, New York, NY 2018

Certified Scrum Master (CSM)

Certified Scrum Product Owner (CSPO)

New York Life On-site Training, New York, NY 2009 - 2015

Relational Databases with SQL Server

Project Management and MS Project

Regis University, Denver, Colorado

Master of Business Administration, December 2006 2006

Pace University, New York, New York

Bachelor of Business Administration, June 1998 1998

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