Business Analyst Senior

Suparna Bhattacharya

437-***-****• www.linkedin.com/in/suparna-bhattacharya-34b08a26

• **********************@*****.***

Business analyst with 16 years of experience in operations. Led team of 5-22 people across processes like Capital Market, Financial Reporting, Health care, Insurance, and banking for major clients such as CPKC, eHealth Saskatchewan Genpact, Morgan Stanley, CVS Health, HDS, BOFA, Franklin Templeton Investments, and Broadridge Financial Services.

Profile Summary

Experience in Investment Banking and IT as a Business Analyst and process developer delivering regulatory and non-regulatory projects.

Business Transformation, Migration, Automation, and Strategic Enhancements projects.

Participating in functional testing, Impact Analysis, Integration testing, and User Acceptance testing.

Worked in Agile methodology.

Collaborated with other business analysts in documenting client requirements and implementing all parts of the product lifecycle, serving as the liaison between clients and team to ensure alignment with goals ·

Preparing Implementation plan and Work Breakdown Structure during the time and resource estimation

Own the responsibility to meet deadlines and strive to complete work per project plans.

Getting UAT done and project sign-off from the client.

Worked in projects with various domains like Banking, Insurance, Capital Market, and Asset management.

Troubleshoot the issues that occurred during development and support and fix them.

Understanding and capturing Business requirements.

Providing Production support for the existing applications.

Change management, incident management, problem management, and risk management.

Involvement in Project Management activities like project estimations, resource planning, and task allocation.

Worked with APIs using JSON, Azure, swagger, and XML files as a source.

Led a team with end-to-end process, requirement, and transition to U.S for Client.

Led a run-team post-deployment during the maintenance phase.

Assisting in the preparation of transaction documentation and ensuring timely settlement for dividends, stock split, FX, shares, currency forward/swaps along with cash and position reconciliation between custodian and trader.

Worked closely with Global Markets, Corporate Banking, and Investment Banking as part of the overall client coverage team for pricing and corporate action reconciliation.

Trade allocation and confirmation for reconciliation and settlement of trade

Auto routing the process of self-clearance

SKILLS AND EXPERIENCE

Client: CPKC Period: April 2024

Position: Senior Business Analyst

Project Description: serving as a Senior Business Analyst, I play a pivotal role in managing the development of dashboards alongside a dedicated team of developers and quality engineers.

Key Responsibilities:

Collaborate with UX/UI designers and developers to design the enhanced dashboard layout, ensuring optimal user experience and functionality.

Work closely with data analysts and engineers to understand data sources, data models, and ensure that the enhanced dashboard accommodates new data requirements.

Manage the change process to facilitate seamless integration and adoption of dashboard enhancements across stakeholders.

Client: eHealth Saskatchewan Period: Nov 2023 to Mar 2024

Position: Senior Business Analyst

Project Description: As Senior Business Analyst, I functioned as the single point of contact for backlog projects, specializing in Registries and Certification. Leading a team of 50 professionals, my role focuses on enhancing customer experience and overseeing project development.

Client: Morgan Stanley Period: Jun 2021 to Apr 2023

Employer: Genpact - Permanent

Position: Business Analyst/ Manager

Project Description: Working as a Business Analyst in the client reference data domain to migrate the legacy system to a new UI that mainly deals with swaps, settlements, options, and derivatives. Requirement gathering from different stakeholders (Front / Middle and Back Desk) to understand the current process related to wealth management and Asset under management and draft target approach Worked on application to onboard new clients and maintain the existing client through the system which is used by settlement, pricing, and trading team

Responsibilities:

Creating user stories, and leading the meetings with various stakeholders, developers, managers, and SMEs.

Work with Business analysts, and SMEs to understand requirements.

Involve in decommissioning of the legacy system and migrating stakeholders onto a new platform, along with Custodian Integration to carry out their day-to-day BAU activities to keep clean and orderly.

Interaction with multiple stakeholders across the globe and the tech team to migrate attributes and processes onto the new system.

Involved in the system design phase and planning each sprint to deliver the requirements.

Prepare design document and Mapping document for developers and, Support end-to-end deployment activities.

Back office for traders, make sure that settlement of trade takes place, list of trades for the settlement dates and ensure they receive funds from the client and ensure funds are correctly sent

Post-settlement investigations

Providing the status of various projects to project managers and helping them in time and resource estimation as part of the project plan.

Data Analysis and Managed escalation with clients and consulted and collaborated with different teams.

Testing and providing feedback to offer further improvement to the process

Artifacts used to define requirements are User Story, email communication, confluence tool, visio for process workflow, JIRA tool

Prepare a business case to support audit governance and how it helps internal & external audit teams in MS.

Build process control to onboard genuine clients on the MS platform and avoid duplication of data in the golden source system

Define an entitlement model for each team to restrict the usage of required attributes by individual teams using an internal system.

Tools/Software used: Excel, Visio, Jira, SQL, confluence tool, Capital market

Client: CVS Health Period: April 2018 to May 2021

Employer: Genpact

Position: Business Analyst and Functional Analyst

Project Description: Worked as a Business Analyst to create a new UI for CVS Health where they could offer health plans to cater to individual needs.

Responsibilities as BA

Creating user stories, and leading the meetings with various stakeholders, developers, managers, SMEs, and scrum masters.

Analyzed the source systems to create a golden set which is needed for Ingestion and Extraction purpose.

Coach other BSAs regarding technical and functional requirements, helping them in understanding the source system.

Define regression testing and UAT testing scenarios and outcome.

Analyze data to create extraction process work using ontologies and metadata mapping, process flow, and data ingestion.

As part of this project interacted with senior management / given demo and process workflow walkthrough.

Promote code in SIT and facilitate deployment to UAT and Production.

Deployment test and support

Coordinate with the Support team, Project Managers, and offshore team.

Analyzed the Business requirements and site specifications to create Business Requirement Document (BRD)

Led a team with the end-to-end process for transition to the U.S. for CVS Health

Tools/Software used: Azure, Jira, SQL, XML files, API, JSON, Metadata, Devops

Client: Genpact – HDS and BOFA Period: Jan 2016 to Mar 2018

Employer: Genpact

Position: Lead

Project Description: Worked as a lead and Led a team of 22 people for a credit rating system. Credit rating was done for banks to determine whether a borrower will be approved for credit based on rating. Detailed analysis based on a comparison between three major credit rating agencies Fitch Ratings, Moody's Investors Service, and S&P Global Ratings, and the analysis based on SEC information.

Responsibilities as Lead

Lead the meetings with team members, managers, and SMEs.

Performance evaluation and recruitment for the team

Dashboard report and performance report to the higher management

Allocation of works based on volume and urgency

Tools/Software used: Excel, PPT, and Word doc

Client: DXC Technology /CSC Period: 2013 to 2015

Employer: DXC Technology /CSC

Position: Senior Analyst (Process trainer and Quality)

Project Description: Worked as BA for the Asset management team to understand the requirements of servers.

Responsibilities as Lead

Attending Operation Readiness Review and Change Advisory Board calls to understand the requirements of each team in detail

Draft the requirement and send it for approval from each team (conformation on configuration, capacity, location, cost, and other details)

Discussing with Project owners to evaluate the data and timeline in the UI environment

Evaluating the quality of the team

Cross-training for the new system across all locations.

Client: Franklin Templeton International Period: 2010 to 2013

Employer: Franklin Templeton International

Position: Business Analyst

Project Description: Worked as BA for Monthly operating and performance reporting team, Preparation of several reports covering all the Mutual Funds (approximately 2000 funds) managed by Franklin Templeton globally, divided into various portfolio groups highlighting AUM, Benchmark, Expenses, fund profitability, market sharing analysis and performance of each fund

Responsibilities as BA

Draft the requirement and gather information from each team to understand how data flows into the system

Detailed analysis of the information before writing the analysis

Follow competitive funds available in the market

Analysis of Aging Schedules received from vendors, Budget variances, Cost allocation, Processing of Vendor Service description, etc.

Calculation of quartile rankings and AUM in different quartiles based on peer performance provided by Lipper, Micropal, Morningstar, eVestment, Value Research, and Korea KFR.

Managed escalation with clients and consulted and collaborated with different teams.

Interviewed clients to analyze their business requirements and recommend and design improvements to their business processes.

Build proficiency with market data sources (Bloomberg, Reuters, IDC, etc.)

Life Settlements – Pricing of Life Insurance policies to be bought as part of the Life Settlements business.

Tools/Software used: Excel, PPT and Word doc, Bloomberg, Reuters, IDC, Sharepoint,

Client: ADP/ Broadridge & Ness Technologies Period: 2006 to 2010

Employer: SS&C

Position: Process Associate

Project Description: Worked as process associate for the hedge fund reconciliation team The Recon process ensures that all positions and Cash are reconciled and accurately reflected in all internal systems to minimize trading and Net Asset Value (NAV) errors. The Recon team is associated in determine the reasons for any cash or position Breaks to every fund with the respective custodian Bank. The team will utilize various sources like the Corporate Actions team and Data Management team assistance to research and resolve issues including internal and external groups.

Managed reconciling cash and Positions across internal Invesco Systems (Bloomberg, Matrix, Merrlyng, PAS, and FMC) Updating positions with trading systems or communication of positions.

Clearing the aged items pending for a long time.

Taking care of Corporate Actions Processing: Impacting the relevant Corporate Actions for the active securities in the trader’s portfolio – Ticker Changes, Dividends, Stock Splits, etc.

Adjusted for any discrepancies, if any. Broker Input, Market Value, Accrued Interest reconciliation activities of securities & corporate action processing.

Build proficiency with market data sources (Bloomberg, Reuters, IDC, Wallstreet FX, etc.) to check the price and other information related to securities

Assisting in the preparation of transaction documentation and ensuring timely settlement for dividends, stock split, FX, shares, currency forward/swaps along with cash and position reconciliation between custodian and trader.

Worked closely with Global Markets, Corporate Banking, and Investment Banking as part of the overall client coverage team for pricing and T+3 settlement for any Market value, accrued interest, and corporate action reconciliation.

Cash and position reconciliation for Hedge fund

SDLC Skills: Requirements Gathering/Documenting, Change Management, Agile Methodologies, SQL, Visio, UAT testing, Regression testing, data mapping, JIRA, Azure, user acceptance testing

Soft Skills: Analytical and Problem Solving, Team Leading, Project Management, Delegation and effective communication

Domains: Banking, Insurance, Asset Management and healthcare

Masters of Business Administration - Finance 2011

Sikkim Manipal University, India

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