Business Analyst Product Owner

Summary

Strong Analytical, Highly Motivated, Dynamic and Result oriented software professional with 9+ years of experience in IT industry.

Certified Scrum Master (CSM)

Vice President-Product Manager for Office of CFO- Headcount and Expense Model- Specialized in Anaplan UI design requirements development for Multi LOB’s, Jira Board management, QA/UAT/Production testing and Release management suite SME, Mentor Junior Analysts and pave their path towards becoming a successful Product Owner

Product Owner for Commercial Bank-Workflow Originations group- specialized in UI development, Amendments Module design, workflow upgrades, Backlog management

Business Analyst for Remediation’s Group – specialized in Acquisitions, Prod trade, Disputes, collections & Lending.

Experienced Business Analyst in analyzing the project requirements and specifications for Campaign testing and Ultimate Rewards link, designing the process flow and testing the requirements for chase credit card customers

Experienced in End to End Campaign Management from analyzing the campaign requirements, designing and development of process, to testing the campaign on various browsers and devices

Experience in UAT testing including Mobile native app and mobile application testing for login and log out application

Document Audit and validation

Educational Background

Certified Big Data Analytics from University of Delaware

Certified Scrum Master, ID#: 000433214

Certified Product Owner Scrum Professional, ID #: 95049634

Masters in Finance and Human Resource

Graduate in Computer Engineering

Technical Skills

Project Management: MS Project, MS Visio, MS Office, Balsamiq Mockups

Testing: Tsys, Perfecto, Mobile Testing, Quality Center, HP ALM & Manual Testing, Automation, Soap UI, Loan IQ

Tools: Jira, Anaplan-Headcount & Expense Financial Analysis Model

Accomplishment

Successfully developed universal financial model Anaplan-Headcount and Expense App automating the needs of financial calculations for Headcount and Expense. Reducing redundant information and standardizing the App to be used a s Universal App

Successfully standardized Intelligent Originations UI based on firm’s recommendations

Deployed Amendments Playbook for Intelligent originations Booking Express

Key SME for Booking Express -Loan IQ and Non Loan IQ Production checkouts for Intelligent Originations Portfolio

Successfully deployed multi-line of correction cases

CCB Scrum Bootcamp certified

Lead for debit reconciliation using One View.

Successfully deployed 10 Emails campaigns as Campaign Lead.

Chase Ultimate rewards UR2.0 successful implementation through card services.

Point of contact for Capacity tool for the entire Cards Marketing UAT team.

Work Experience

1.JP Morgan Chase – Corporate Finance HC&E Nov 2022 – Mar 2024

Role : VP-Business Analysis /Product Manager

Project Name : Anaplan UI Standardization

Description : Headcount and Expense Anaplan Model is collaborative forecasting tool that is used for building forecast for Headcount & Expense across the Bank. This tool is workflow bound by User entitlements. This program intends to shorten cycle times, leverage analytics to inform assumptions and directly link F&BM, Recruitment & Real estate Planning

Responsibilities:

•Research and lead Anaplan Headcount and Expense Product UI design for Lines of Businesses and Material Document and align with firm’s standards by Agile standards

•Lead the leadership discussions and decision making on Introducing Anaplan tool, Roadmap Analysis for Corporate group and frame the paths for the year

•Research the LOB’s legacy systems policies and procedures and evaluate risk associated and when migrating the legacy system to Anaplan tool

•Manage the migration project with LOB’s on creating a common platform in Anaplan by analyzing their financial needs, learn the legacy system used by different LOB’s and develop a customized Anaplan tool for different LOB’s

•Assist in high level recommendations to simplify the legacy system process

•Engage with development team to develop the customized UI and meet the LOB acceptance criteria’s

•Align the process to Agile process

•Evaluate the Product backlog and manage the Product Backlog prioritization

•Create a simplified UI for LOB user and get to the mode of decommissioning the legacy system

•Schedule training for LOB end users on the Anaplan Financial User Interface

•Lead UI Enhancements based on continuous feedback

•Lead the E2E Testing by demoing the broader PO team on the Anaplan enhancements

•Identify Defects and gauge the development team to resolve the issues based on priority

•SME for preparing Release Management and Test suite for LOB’s Go Live by preparing test scripts, handoffs, Go live mock up space to test, Defect management and sign off

•Perform Internal Audit for the requirements delivered and defects fixed. Prepare documentation for central audit team with Audit counts achieved

•Mentor Junior Analysts on a consistent basis and pave their path to become successful Product Owners

2.JP Morgan Chase – Commercial Bank WLS Mar 2020 – Nov 2022

Role : Product Owner Lead

Project Name : CFE UI Standardization

Description : CFE UI Material Upgrade will use JMPC toolkit to standardize the Aurora IO application with a similar UI model used across the firm. These modifications impact all aspects of Booking Express and require full End to End testing. This program intends to provide a better user experience to the users (e.g., Customized Checklist Grid, Audit Trail Grid)

Responsibilities:

•Lead CFE UI design and Material Documentation to align with firm’s standards

•Train the end user on the new UI specifics

•Lead UI Enhancements based on continuous feedback

•Lead the E2E Testing by demoing the broader PO team on the UI enhancements

•Identify Defects and gauge the development team to resolve the issues based on priority

•Perform Internal Audit for the requirements delivered and defects fixed. Prepare documentation for central audit team with Audit counts achieved

•Mentor Associates on a consistent basis and pave their path to become successful Product Owners

Project Name : Amendments Module for Intelligent Originations

Description : Build an Amendment module for Intelligent Originations Booking express. Amendments make up ~60-70% of structured deals and are complex, and that there is significant variation across amendment types. Documented procedures are hard to come by and processes vary across regions and also within users in a region. There’s no guided methodology to decide on steps needed and data to use in order to process amendments. There are flavors of certain similar amendment types simply based on changes in 1-2 parameters.

Responsibilities:

•Lead the milestone effort for designing Amendment Module for Intelligent originations so that we can increase the amendment transactions in IO

•Gauged Business users to understand the amendment process from Loan IQ and evaluated various amendment types such as Extension, Downsize, Upfront Fee Payment etc. and

•Gauged with the development team to identify existing API capabilities and in turn help increase STP capability for various types of Amendment transactions

•Developed Amendment Playbook Module and lead the workflow design sessions

•Implemented amendment questionnaire, API support into production and provide ongoing production support as needed. Lead the releases for Workflow changes for Amendments

•Layered in robust reporting to show amendments volumes, cycle times, automated vs. manual data, etc

•Seek continuous feedback from users and peers on the amendment playbook and questionnaire and identify improvement opportunities to streamline amendment transactions and/or reduce risk

•Provided demo to the Stakeholders on Amendment Playbook module, Workflow Changes.

•Handhold users and train them to use Amendment Playbook

•Provided training to Peer on Amendments

3.JP Morgan Chase –Credit Card Remediations June 2017 – Mar 2020

Role : Business System Analyst

Project Name : Credit Card Correction Cases waterfall model

Description : The Account corrections group (formerly known as ISTAR group) works closely with cards and cross functional groups correction cases and corrects harmed customers caused by a business or operational process break. These breaks can present complex, multilayered and data intensive business problems.

Responsibilities:

Engage in trouble shooting the credit cards issue from customer by assessing and comprehending the situations

Deep diving into data to trouble shoot develop a practical approach or strategy to get to root cause

Develop BRD by eliciting correction requirements

Identify the correction approach, credit cards data that needs to be corrected and validate code the Credit card SME

Test and execute the strategy

Gauge in external audit to validate the Credit card issue is sorted

2. JP Morgan Chase – Cards Marketing Oct 2015 - Jul 2016

Project Name : Digital Channel Delivery Campaign Management-Credit cards Waterfall model

Description : Involved in Campaign release executions for Credit cards in a timely and efficient manner from Email requirement analysis, BRD development, Email program Instructions Review, Component (Attribute’s) Review, vendor management (Epsilon), benefiting the Customer and the organization.

Role : Business Analyst/QA/ Campaign Lead for Credit cards

Responsibilities:

Worked on Regular/Responsive campaigns In waterfall model

Eliciting email campaign requirements from Business SME’s and trail it down to development team

Develop Marketing Matrix, Link matrix and timeline for deployment for Credit cards- Sapphire Preferred, Freedom, Ink

Evaluate risk related to requirements implementation and provide updates to Business Stakeholders to decide on the risks to be catered before sending the email campaign out to customers

Identify, reconcile errors in client data to ensure accuracy in business requirement

Involved in Testing Friendly’s (UAT Emails) on browsers and mobile devices to make sure of the resolutions

Generate Campaign and Click reports from DREAM/Vantage

Benchmark the Campaigns and gauge in process improvement for low rate campaign clicks

Provide feedback to Stakeholders on the errors reconciled

Do a market study on email trends with the clicks and research on the bounced emails and failed clicks

3. J P Morgan Chase – Credit Cards Marketing Oct 2013 – Apr 2015

Project Name : MKS Ultimate rewards UR 2.0 for Credit cards

Description : Migrating rewards web page to a new webpage design and version. With new options and facilities to customers, such as travel booking, point transfers, promotions and many other offers in an enhanced and convenient manner. The implementation has been performed in all mobile, tab and desktop variations.

Role : Sr. Business analyst/QA( Hybrid)- Waterfall model

Responsibilities:

Understand the application roadmap when introducing the module to Credit cards like Sapphire Reserve, Ink

Research on Cash back, Gift Cards, Points Transfer, Travel, Foundry 9 link modules page design.

Gauge in the business needs of Ultimate rewards points redemption for credit cards from Business Stake holders

Eliciting requirements for application modules for Cash back, Points Transfer, Gift cards functional strategy and how to attain them through UR 2.0 from Functional SME’s

Prepare test case scenarios for the modules

Creating Test accounts for Credit cards-Sapphire Preferred, Ink

Validating the test results on Loyalty Service Program (LSP) tool to add/deduct points, see the memos of the transactions placed, to place transaction, to cancel transaction and reorder Gift cards. Also, managed LSP to order\cancel gift cards & also to place Points transfer for partner ids.

Validating TSYS(C3) to verify the Credit card account details, add/deduct points, enroll account, check rewards fulfillment, condition accounts (bad status) and cycle the accounts and Online Admin tool to enroll accounts to UAT environment

Perfecto Mobile Testing for mobile devices issue reporting and showing demo to business and vendors.

4. JSoft Solutions Ltd., Bangalore, India Jan 2008 – Dec 2009

Role : Jr Manager

Responsibilities:

Worked extensively on diverse topics for learning and development. Analyzed, defined and translated key business requirements of various business units for more accurate forecasting and sound decision making. Planned, Managed and Coordinated employee orientation, development and training

Involved in performance management on a timely basis and improvement of the existing systems

Facilitated in employee safety, welfare, wellness and health programs

5. Wipro Technologies, Bangalore, India May 2007 – Jan 2008

Role : Jr.Business analyst for Finance, Accounting, and Telecom Projects.

Responsibilities:

Analyzed company financials for a research on Bankruptcy patterns using Access, SQL and Excel

Created data models and reports for easy extraction and analysis

Reduced the gap between the client’s product needs and the technological compatibilities by creating effective communication channels between the IT and Business

Increased revenue by $350,000 by implementing operational processes for software development.

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