Data Management System Analyst
Resume:
Business System Analyst
Rumarani Pal
Email: ******.***@*****.***
Mobile: 724-***-****
Current location: Pittsburgh, PA
Summary
Business Systems Analyst with over 6 years of experience specializing in, investment data management, and regulatory compliance within investment management environments.
Proven expertise in bridging business and technology teams to deliver scalable, data-centric, and compliant solutions supporting front, middle, and back-office operations.
Demonstrated success in analyzing business processes, designing robust data architectures, and guiding technical decisions in Agile delivery settings.
Strong background in data integrity management, security controls, and regulatory knowledge, ensuring alignment of technology implementations with enterprise data governance standards.
Skilled in transforming complex business features into actionable technical specifications using Lucid Chart, Excel, and Word. Experienced in investment accounting across multiple asset classes, including derivatives, and proficient in translating financial and operational requirements into system-level design.
Adept at leading teams, mentoring stakeholders, and driving continuous improvement initiatives through process automation and advanced analytical methods.
Strong communicator with the ability to balance strategic vision and technical precision to ensure cohesive and compliant system delivery.
Skill Matrix
Skill
No of years
Investment accounting (multi-asset & derivatives)
6+
Data Management Compliance
6+
Data-centric architectures & multi-dimensional time series
6+
Agile delivery / Scrum collaboration
6+
Security & regulatory controls for investment systems
6+
Large-scale data analysis and reconciliation (SQL/scripting)
6+
Documentation & modeling (Lucidchart, Excel, Word)
4+
Technical leadership & mentoring
4+
Professional Experience
T. Rowe Price,Baltimore, MD Business System Analyst(Remote)
Nov23till Jul25
The engagement focused on consolidating Eagle STAR/PACE data flows and modernizing investment accounting controls across front-to-back workflows to reduce reconciliations and strengthen auditability. The project combined business-process analysis, data-centric architecture redesign, and cross-team Agile Delivery to create a single source of truth for multi-dimensional time series and position valuations. Stakeholder interviews, process mapping, and end-to-end data lineage tracing were used to align regulatory controls and Data Management Compliance with operational procedures. Deliverables included detailed requirements, target-state designs, integration patterns, reconciliation rules, and phased rollout plans that improved data integrity and shortened monthly close cycles.
Responsibilities:
Performed end-to-end requirements analysis, documented BRDs, user stories, and acceptance criteria, mapped to Eagle PACE and EAGLE STAR data models, and aligned outputs with Regulatory Knowledge, Data Management Compliance, and Agile Delivery iteration plans.
Analyzed multi-source position and trade feeds to reconcile front office, middle office, and back-office datasets, applied SQL-based validation, built automated reconciliation rules, and reduced exception volumes via improved data integrity rules.
Designed and validated data-centric architectures for multi-dimensional time series, authored data lineage diagrams in Lucid Chart, and created Excel-based transformation matrices to enforce Data Management Compliance and audit trails.
Evaluated investment accounting treatments across public, private, and derivatives instruments, mapped accounting events to Eagle STAR/PACE posting rules, and produced system-level specifications for consistent valuation recognition.
Led cross-functional Agile Delivery ceremonies, facilitated JAD sessions with portfolio managers and operations, prioritized backlog items for Eagle Business Analyst scope, and tracked sprint progress using metrics and burn-down artifacts.
Conducted security and control reviews, documented Security requirements, suggested segregation-of-duty controls, and coordinated with compliance to embed Regulatory Knowledge into system validations and user access policies.
Architected reconciliation and exception workflows to handle large-scale datasets, implemented deterministic matching logic, tuned matching thresholds, and documented remediation procedures to improve month-end close reliability.
Prepared and executed UAT and regression test plans, created detailed test scripts covering multi-dimensional time series, valuation scenarios, and cross-system flows, and captured defects for engineering remediation.
Mentored junior analysts on investment accounting, data governance, and Eagle STAR/PACE concepts, reviewed technical deliverables, and reinforced best practices for robust data models and consistent metadata.
Mapped GL posting rules and accounting events to system transactions, created accounting rule matrices in Excel, and validated automated postings against external general ledger samples to ensure Data Management Compliance.
Drove continuous improvement by identifying automation opportunities, proposed transformation pipelines for normalized data feeds, and quantified efficiency gains in reconciliation and reporting cycles.
Coordinated integration patterns between Eagle STAR/PACE and downstream reporting systems, specified interface contracts, message schemas, and error-handling semantics to maintain data integrity and traceability.
Authored technical and process documentation in Word and Lucid Chart, produced runbooks for operational teams, and updated data dictionaries to preserve institutional knowledge and regulatory readiness.
Investigated valuation anomalies for complex instruments, traced discrepancies across sources, applied time-series analytics to isolate root causes, and recommended corrective accounting controls and system patches.
Engaged with vendor and internal engineering teams to review design alternatives, assessed trade-offs between performance and accuracy for time-series computations, and influenced technical decisions with business-impact analysis.
Invesco Ltd, Atlanta, GA Business System Analyst
Jan21to Oct23
The initiative targeted harmonization of Eagle STAR/PACE interfaces and enhancement of investment data quality for global portfolios, concentrating on multi-currency valuations and derivatives lifecycle management. The scope included process reengineering, implementation of standardized validation rules for multi-dimensional time series, and rollout of reconciliation automation between custodial feeds and internal accounting. The team applied iterative Agile Delivery methods, engaged portfolio controllers and operations, and delivered end-to-end data lineage, control frameworks for Data Management Compliance, and production monitoring dashboards to reduce downstream investigation time and improve regulatory reporting accuracy.
Responsibilities:
Conducted comprehensive analysis of trade capture and settlement flows, documented gap analyses, and translated business rules into Eagle PACE and EAGLE STAR functional requirements to enforce Data Management Compliance and reduce settlement drift.
Developed reconciliation algorithms for custody vs. internal positions, implemented SQL-driven matching routines, standardized tolerance matrices, and automated exception routing to operations for faster resolution and improved data quality.
Designed multi-dimensional time series storage and retrieval patterns, specified aggregation windows and roll-up logic, and validated time-series snapshots to ensure accurate valuation and historical traceability.
Mapped derivatives lifecycle events to accounting conventions, created event-to-accounting mappings, and defined valuation refresh rules to maintain consistency across front office pricing and back-office accounting.
Facilitated stakeholder workshops, elicited functional and non-functional requirements, prioritized enhancements in Agile Delivery sprints, and negotiated scope trade-offs with product owners to align with regulatory timelines.
Implemented data governance checkpoints, defined metadata standards, and collaborated with compliance to translate Regulatory Knowledge into machine-checkable validation rules and audit evidence.
Authored integration specifications for message formats, API contracts, and error remediation protocols between Eagle STAR/PACE and downstream reporting systems, ensuring resilient data flows.
Created reconciliation dashboards and monitoring alerts for large datasets, identified recurring exception patterns, and proposed permanent upstream fixes to eliminate systemic data defects.
Led technical design reviews, critiqued proposed architectures from a master application developer-level perspective, and advised on performance, scalability, and maintainability considerations.
Executed data lineage and impact analysis for change requests, estimated downstream impacts, and produced cutover plans that minimized disruption to the monthly close processes.
Coordinated cross-functional UAT, captured nuanced valuation scenarios in test cases, and verified that Eagle Business Analyst mappings produced expected accounting and regulatory outputs.
Documented reconciliation rules, control matrices, and audit artifacts in Excel and Word, maintained traceability between requirements and test results for audit readiness.
Tracked and enforced secure access patterns, recommended role-based controls, and coordinated with security teams to remediate privileged-access risks in production interfaces.
Performed root-cause investigations for data integrity failures, reconciled multi-source inputs, and implemented corrective ETL logic to prevent recurrence while documenting learning for peers.
Coached operations and reporting teams on new workflows, provided training materials and runbooks, and ensured sustainable knowledge transfer for operational resiliency and continuous improvement.
Fidelity Investments, Boston, MA Business System Analyst
Jul 18 to Dec20
The program aimed to centralize investment data governance and accelerate delivery of reconciled position-level reporting by redesigning Eagle STAR/PACE ingestion pipelines and reconciliation frameworks. Workstreams included rule standardization for multi-asset accounting, implementation of security and control improvements, and deployment of automated validation for time-series valuations and corporate actions. The project applied data-centric design principles, extensive stakeholder alignment across trading, accounting, and compliance, and delivered a phased implementation that strengthened Data Management Compliance, reduced manual remediation, and provided auditable evidence for regulatory examinations.
Responsibilities:
Collected and consolidated business requirements from trading, accounting, and compliance teams, formalized BRDs and user stories mapped to Eagle PACE constructs, and prioritized work within Agile Delivery sprints to meet regulatory deadlines.
Redesigned ingestion pipelines for large-scale data feeds, defined transformation rules, implemented schema validation, and enforced Data Management Compliance through automated quality gates and rejection workflows.
Implemented reconciliation frameworks for corporate actions, dividends, and corporate event adjustments, documented event-driven accounting flows, and validated postings against expected GL outcomes.
Completed valuation validation for complex derivatives and private assets, compared vendor pricing to internal pricers, and codified tolerance rules to flag outliers for analyst review.
Performed security assessments, documented required Security controls, and worked with infrastructure teams to apply encryption and access policies to sensitive investment datasets.
Created detailed Lucid Chart process maps showing end-to-end flows, dependencies, and control points, which were used to onboard new stakeholders and support operational handoffs.
Coordinated cross-system reconciliations between Eagle STAR/PACE, custodians, and accounting ledgers, established SLA-driven exception workflows, and monitored resolution metrics to improve timeliness.
Drafted technical specifications for system integrations, defined API schemas, error codes, and retry logic to ensure robust, auditable interfaces and predictable failure modes.
Conducted data model reviews, normalized reference data, and implemented master-data controls to reduce mismatches across front office and back-office systems.
Led data quality investigations using SQL and scripting, isolated root causes for large-volume mismatches, and implemented permanent fixes in ETL logic to prevent repeat incidents.
Prepared and executed UAT scenarios covering multi-currency valuations, corporate actions, and settlement lifecycle events, logged defects, and validated remediation prior to production release.
Mentored business and technical staff on investment accounting nuances, shared practical examples for derivatives handling, and improved team competency in handling edge-case accounting scenarios.
Produced compliance-ready documentation in Word and Excel, including reconciliation evidence, control descriptions, and data lineage artifacts to support regulatory audits.
Implemented continuous improvement proposals that automated repetitive reconciliation steps, lowered manual interventions, and quantified time savings for month-end processes.
Consulted on design trade-offs for high-availability architectures, recommended partitioning and indexing strategies for time-series data, and influenced platform-level changes to improve query performance.
Education
B. Tech in Computer Science & Engineering from Biju Patnaik University of Technology, Orissa, India - 2004
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