Business Analyst Financial

Fnu Palak

Business Analyst

NY 347-***-**** *********@*****.***

SUMMARY

• 5+ years of experience as a Business Analyst with expertise in Business Requirements Gathering, Business Analysis, and Business Process Modeling with experience in working for different SDLC methodologies like Agile-Scrum and Waterfall as well as Dynamic and results-oriented Financial Analyst with expertise in leveraging cutting-edge financial technologies, including Loan IQ, InteliMatch, and ClearPar, to drive efficiency, accuracy, and strategic decision-making. Proven track record of analyzing complex financial data, optimizing loan portfolios, and implementing process improvements to enhance organizational performance.

• Good Knowledge in writing an SQL query for identifying databases involved in application development.

• Proficient in preparing Business Requirement documents (BRD), Functional Requirement Documents (FRD), and Software Requirement Specification (SRS).

• Understanding project schedules, resources, tasks, and status/progress MS Project, MS Excel, and MS SharePoint.

• Proficiency in designing and deploying data visualizations using Tableau and Power BI.

• Well-Versed in conducting GAP analysis, Impact analysis, SWOT analysis, Risk analysis, and Cost/Benefit analysis.

• The ability to create defect tracking using HP Quality Center and Jira and reviewed them in subsequent iterations of the application development process.

• Knowledge of Skills like Time management, Leadership, Management, Problem-solving, Negotiation, Decision-Making, Documentation and Presentation, and Verbal communication.

• Proficient in Loan IQ, InteliMatch, and ClearPar platforms, with hands-on experience in managing loan portfolios, reconciling financial transactions, and facilitating loan settlements.

• Strong analytical skills, with the ability to interpret complex financial data, identify trends, and make data-driven recommendations.

• Advanced proficiency in financial modeling, budgeting, and forecasting techniques, using Excel, and other financial software tools.

EDUCATION

Bachelor in Computer Science The City College of New York, New York City, NY Associate in Computer Science New York City College of Technology, NY SKILLS

Methodologies: SDLC, Agile/Scrum, Waterfall

Documentation: FRD, BRD, SRS

Project Management Tools: MS Project, MS Excel, MS SharePoint Visualization Tools: Tableau, Power BI

Analysis Skills: Cost/benefit analysis, Impact analysis, GAP analysis, Risk analysis, SWOT analysis Tracking/Other Skills: Jira, Microsoft Visio, HP Quality Center, JAD, Rational ClearQuest, RTM, UAT, SQL Soft Skills: Time management, Leadership, Management, Problem-solving, Negotiation, Decision-Making, Documentation and Presentation, Verbal communication Operating System: Windows, Linux

Financial Technologies: Loan IQ, InteliMatch, ClearPar, ERA, WSO, Trades, ERA EXPERIENCE

Delta Capita, Ny July 2023 – Current Financial Analyst Morgan Stanley

• Support Financial Forecasting and Budgeting processes related to loan portfolio activities.

• Utilized InteliMatch for automated reconciliation of various types of financial transactions, including cash, securities, and payments and also and ensure the accuracy and integrity of financial data.

• Facilitated Loan trading and settlement activities using ClearPar platform, optimizing transaction workflows and minimizing settlement risk.

• I collaborate closely with cross-functional teams to drive financial insights, mitigate risks, and support strategic decision-making.

• Analyze loan data and performance metrics to identify trends, opportunities, and risks.

• Collaborate with IT and other stakeholders to implement system enhancements, upgrades, and customizations to improve efficiency and functionality.

• Develop and maintain system documentation, including user guides and training materials.

• Conduct financial analysis on loan portfolios, including profitability analysis, yield calculations, and risk assessments.

• Prepare regular and ad-hoc reports for senior management, highlighting key performance indicators, portfolio metrics, and actionable insights.

Progressive Corporation, NY March 2022 – July 2023 Business Analyst

• Implementing Agile Methodology for building an internal application.

• Gathering requirements for SharePoint and other Software Application Projects.

• Responsible for Optimization of Informatica mappings, sessions, and SQL queries.

• Conduct Statistical Modeling of data on how providers submit outpatient authorizations using Pivot Tables in Excel.

• Create action filters, parameters, and calculated sets to prepare Tableau’s dashboards and worksheets.

• Prepare As-is To-be business models Gap Analysis to highlight the Gap and outline the future capabilities of the products.

• Facilitate JAD sessions to develop an architectural solution that the application meets business requirements and change requests.

• Manage both functional and non-functional Business Requirements as well as new requested requirements using Jira. Walgreens, NJ Aug 2019 - Feb 2022 Business Analyst

• Worked on Waterfall methodology, and attended daily stand-up, showcase, and sprint retrospective meetings.

• Worked in a mainframe environment and used SQL to query various reporting databases.

• Gathered and documented business BRD, and FRD from both formal and informal sessions and validated the needs of the business stakeholders.

• Used Power BI, Power Pivot to develop data analysis prototypes, and Power View and Power Map to visualize reports.

• Created Screen Mock-up’s, conducted Gap Analysis and SWOT analysis, Cost-Benefit Analysis, and Risk Analysis. • Managed and controlled Requirements, and Defect management and tracking Processes using HP Quality Center.

• Involving the Requirements Traceability Matrix (RTM) across the deliverables for a project.

• Worked autonomously, exhibited good communication skills, and demonstrated strong problem-solving abilities.

Contact this candidate