General Ledger Functional Lead

Bimal Gupta

Mobile -201-***-****

e-mail -*******@*****.***

Work Permit : Green Card- Valid Till Year 2031

Lead Business Consultant

Has 11+ years of experience in SAP FS CD and & 7+ in other Tools and Technologies and worked in the domains of: banking and finance, health insurance, general insurance. Possesses exceptional skills in effective problem solving through critical thinking, out-of-the-box thinking and excellent communication skills. Continuously aims to increase knowledge and individual productivity, while also contributing to the organization. Core Competencies

Tools and Technologies

Responsibilities

• Support for Insurance & Finance & Controlling experience

• Functional lead with special focus on Insurance

• Experience in Gathering requirements and Process design Insurance & Banking

• Extensively worked on Master data/ Transaction scenarios for Insurance Industry

• Experience as Functional Lead in Interfaces for GL and AP Interfaces

• Experience in financial Sub ledger and General Ledger Reconciliation

• Experience in End-to-End Reconciliation of Data Insurance from source to Sub ledger (FS-CD) with General ledger (FI)

• Data Analysis, Analyze the results after the necessary transformations

• Extensive experience in leading, Team Building, Managing onsite and offshore teams

• Hands on and Experience on Agile methodology

• Updating of Business Scenarios in JIRA for IFRS Implementation project for Insurance for both Re- Insurance and Direct Business

• Creating a Data Mapping document between source systems to Target Systems Requirement gathering, eliciting

and analysis

Leadership and communication

Technical and design

specifications

Business process re-engineering

Development of testing strategy

and test scenarios

Technical and design

specifications

Process improvement and

process modeling

SAP FS CD

SQL

Rally/JIRA/Confluence

CMMI Level 5

Cognos 11 Version

Pega

SQL

Microsoft Office

• Designing of Data Validation Rules source systems to Target Systems

• Creating Data Harmonization for Annuities Data for source systems and Target Systems Educational Qualifications

• Professional : Chartered Accountant (Equivalent to CPA in US)

• Academic Profile : B. Com from Osmania University –Graduation Achievements & Certifications

• Internal Certification for SAP FS CD

Projects Worked with Virtusa

CITI Bank Oct - 2022 to Till Date

Role Senior Business Analyst

Technology Java 11 with Rest API

Description Worked on Integration Platform Project. Integration Platform is inhouse Data Governance systems for CITI where there is a need to address the interdependencies amongst these DG Applications via a Centralized integration platform instead of creating several point – to- point interfaces.

This Integration platform will provide components that would in turn drive seamless end user experiences across the DG Components Responsibilities (A) DSMT Migration

(I) Data Load for DSMT Migration in Schema /Relevant Oracle Tables

• Worked on DSMT (Data Standard Management Tool) Migration Project

• Was part of Design Discussion for DSMT Migration with Technical Implementation

• Reviewing the Mappings for all the Individual Feeds maintained in Mongo DB

• Building up Testing strategy in SIT/UAT/Prod Testing for DSMT Migration

• Working closely with End Consumers and implementation of Validation Strategy for DSMT Migration

• Building up strategy in production Post Implementation of DSMT Migration

• Working closely with Product owner and writing up all the User Stories for DSMT Migration

• For the current Sprint

• Maintaining Backlog for future Sprint

• Maintaining Product Backlog

• Design and Implementation of Monthly Backup of DSMT Feeds

( ii) Data Load for DSMT Migration and Flat File Generation

• Worked on DSMT (Data Standard Management Tool) Migration Project

• Was part of Design Discussion for DSMT Migration with Technical Implementation

• Reviewing the Mappings for all the Individual Feeds maintained in Mongo DB

• Building up Testing strategy in SIT/UAT/Prod Testing for DSMT Migration

• Working closely with End Consumers and implementation of Validation Strategy for DSMT Migration

• Building up strategy in production Post Implementation of DSMT Migration

(B) Implementation of Integration Platform Dashboard There are multiple Feeds having Multiple Feeds Types(File, DB to DB, API Pull) (More than 60 Feeds) which are sourced from the Multiple Source systems which are housed as Integration Platform data base and which are eventually used by Multiple End Consumers avoiding several point – to-point interfaces.

• Team Lead to Determine the Layout of the IP Dashboard

• Team Lead to Determine information which will be part of IP Dashboard having Static and Dynamic Information

• Working closely with Product owner and writing up all the User Stories for DSMT Migration

• For the current Sprint

• Maintaining Backlog for future Sprint

• Maintaining Product Backlog

• Building up Testing strategy in SIT/UAT/Prod Testing for DSMT Migration Bread Financial Account Center Re Design Banking and Finance Mar - 2022 to Sept 2022 Role Senior Business Analyst

Technology Angular 10 – Functional Role

Description Re-design of Account Center Application from Angular 7 to Angular 10 Responsibilities Play lead role in a large program managing multiple scrum teams. Negotiate scope and resolving conflicting priorities. Working with Product Owners and Translating requirements into meaningful in stories that the scrum team(s) can deliver against and all the stories are written in Gherkin All Stories written in Gherkin for Angular Project Work with developers, user experience designers, Testing Team subject matter experts, legal and compliance teams to obtain a well-rounded understanding of what is being asked for and our ability to deliver it within the constraints of our banking environment.

Determining Dependencies for the development to be done Determining the Scope of Validation/Testing in all the Environments after the development is made and code in Migrated to higher Environments United Health Group- Health Insurance -High Level Design -PEGA Nov 2021 to Dec 2021 Role Lead Business Analyst

Technology Pega

Description High Level Design Requirement for PEGA Implementation for Internal Audit Responsibilities Reviewed and updated the Audit Questionnaire to collect following requirements for PEGA

• Audit Program Hierarchy

• Audit Program Attributes

• Sample for current Audit Mapping

• Audit Case Routing

• Types of Current work Baskets

• Current Grouping for Work Baskets

• Determining workbasket columns for conduction Audit

• Audit Case Ownership

• Determining current columns for Audit Header

• Current Audit Case status

Janssen Global Services Bulk Drug unit of Johnson and Johnson-Regulatory Reporting - Pharmaceutical Industry- Feb 2021 to Oct 2021

Role Reporting Analyst

Technology Web Focus, Insight (Custom GRA Tool)

Description Design of Regulatory Reporting columns Responsibilities • Building Wire Frames for Regulatory Reports

• Updating Existing Functional Specs for Regulatory Reports

• Review of the logic in Technical Specs for the logic used in SQL for the reporting New Columns for the existing Reports

• Creating Functional specs for completely new Regulatory Reports

• Review of the Logic used in Technical Specs for the logic used in SQL for reporting New Regulatory Reports

• Reviewing of Development Unit Test Reports in the Development Env

• Review of UAT Regulatory Reports in QA Env

• Review of Regression Testing Regulatory Reports in Staging Env

• Review of various Business Scenarios with Development Team and Testing Team for the New and Existing Reports

Allied World Assurance Company Holding -High level Mapping Spec for IFRS Data Extraction - General Insurance - Oct 2020 to Jan 2021

Role Data Mapping Lead

Technology Cognos on EDW, AWS – Data Lake and Sun GL Description Design for IFRS Platform for implementing IFRS Responsibilities • Creating a Data Mapping document between EDW, Source systems to IFRS Platform

• Design of logical Data Elements for IFRS Platform

• Creating Functional specification document for Non EDW to Sun GL and IFRS platform

• Creating user stories for GL Accounts which will be part of IFRS Platform

• Validating Business scenarios for items which will be part of IFRS Platform IBM – Health Analytics – Explorer Project -Health Insurance- Jan 1,2020 to Jun 2020 Role Lead Data Analyst

Technology Cogon’s Health Analytics

Description Design of Regulatory Reporting columns Responsibilities • Play lead role in a large program managing multiple scrum teams.

• Negotiate scope and resolving conflicting priorities.

• Working with Product Owners and Translating requirements into meaningful stories that the scrum team(s) can deliver against.

• Work with developers, user experience designers, Testing Team subject matter experts, legal and compliance teams to obtain a well-rounded understanding of what is being asked for and our ability to deliver it within the constraints of our banking environment.

• Determining Dependencies for the development to be done

• Determining the Scope of Validation/Testing in all the Environments after the development is made and code in Migrated to higher Environments

• Executing Various Cognos Reports on Newer Version

• Defining the scope of Regression Testing Cognos Reports IBM – Health Analytics – Explorer Project -Health Insurance- Jan 1,2020 to Jun 2020 Role Lead Data Analyst

Technology Cogon’s Health Analytics

Description Design of Regulatory Reporting columns Responsibilities • Play lead role in a large program managing multiple scrum teams.

• Negotiate scope and resolving conflicting priorities.

• Working with Product Owners and Translating requirements into meaningful stories that the scrum team(s) can deliver against.

• Work with developers, user experience designers, Testing Team subject matter experts, legal and compliance teams to obtain a well-rounded understanding of what is being asked for and our ability to deliver it within the constraints of our banking environment.

• Determining Dependencies for the development to be done

• Determining the Scope of Validation/Testing in all the Environments after the development is made and code in Migrated to higher Environments

• Executing Various Cognos Reports on Newer Version

• Defining the scope of Regression Testing Cognos Reports CareSource -PBM Claims Implementation – Health Insurance -July 2019 to Nov 2019 Role Lead Business Analyst

Technology SAP FS CD

Project Claims Implementation on SAP FS CD

Responsibilities Record high-volume ES pharmacy claims transactions Provide systematic and automated reconciliation control for claims transactions and invoices

Process automatic payment of invoices through FS-CD Record period end balance to the General Ledger

Perform data accumulations and feed FS-CD data to the for analytics and support business decision with Analytic Cloud solution

Preserve full pharmacy claims transaction history

Automated recording of pharmacy costs in ledger

Automated pharmacy claim aggregation for analytics and management reporting Defining the Scope for Regression Testing

New York Life Insurance -Finance Transformation – Insurance Investments-July 2016 to July 2019 Role Lead Data Analyst

Technology IBM Data Stage, SAP FSL, SAP FICO, SAP BI Project Data Transformation on IBM Data - Finance Transformation Responsibilities • Creating a Data Mapping document between

Annuities source system and Annuities Data in ETL

ETL and SAP Insurance Analyzer

Mapping Rules for Annuities Data

• Designing of Data Validation Rules

Building up the File Validations from Various

Annuities Source Systems

Building up the Data Validations from the files

received Various Annuities Source Systems

• Data profiling for the Data in the Annuities values Data (AVD) base with Technical Team

Fixed Annuities Data

Immediate Annuities Data

Variable Annuities Data

• Designing of Data Modelling for Annuities Data

Part of team member in Designing Conceptual Data Model with Data Architects

Designing of Logical Data Model with SMEs

Designing of Physical Data Model with Technical

Team

• Designing of Various Data Mapping Tables in SAP Insurance Analyzer to accommodate:

Data Validation before the Data being sent to SAP Insurance Analyzer

Data Mapping to support Transformation of

Annuities from source systems to SAP Insurance

Analyzer

• Creating Data Harmonization for Annuities Data

Fixed Annuities Data

Immediate Annuities Data

Variable Annuities Data

Annuities Data Reconciliation from ETL, SAP Insurance Analyzer to SAP Prior Experience with Non Virtusa

AIG, ICW -Insurance, Farmers Insurance SAP FS CD Support and SAP FS-CD Implementation- March 2004 to July 2016

Role SAP Business Analyst

Technology SAP FS CD

Description Support and Implementation of SAP FS CD Responsibilities SAP Insurance Billing and Pharmacy Claims Implementation

(A) Direct Billing

Direct Billing from SAP: Daily

Automated generation of Premium Invoices (New Business, Renewal transactions, endorsement transactions etc.)

Automated generation of Audit Invoices (Final Audit and Interim Audit Invoices) • Automated Generation of Audit Detail as an annexure to Final Audit and Interim Audit Invoices

Automated generation of pay plan schedule correspondence to support at least 10 pay plan schedules

Direct Bill invoices are also Billed by location if the Insured had multiple locations within the state or had locations in multiple states

(B) Agency Billing:

Period of Agency Billing from SAP: Monthly • Where Agency or Brokers is responsible for collection of premium Monthly Agency Statement is generated.

(C) Commission Bill Back

Agencies where commission has been over paid, or Checks returned because of non- Sufficient funds Commission Bill back is done

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