Zeeshan Razzak
Phone: 773-***-**** **********@*****.***
Professional Skills
Project Management
Training and development
Project scheduling
Professional presentation
User Acceptance Testing (UAT)
Requirement gathering & analysis
Application testing
Data analysis
Quality Assurance
Software Development Life Cycle
Power BI
SQL Database Management
MS Office Suite
Oracle Database
JIRA and HP Quality Center
Professional Experience
Northern Trust Chicago, IL September 2021– March 2026
Business Analyst/Data Analyst
Daily activities include gathering business requirements, creating estimates, project management, coordinating with IT development, and performing UAT testing
Lead cross-functional meetings to ensure alignment between business goals, user experience, and technical implementation
Facilitate communication between stakeholders and development teams to ensure mutual understanding and successful feature delivery
Analyze, adapt, and modify some interactive Power BI dashboards for investments reporting
Import SQL Server and Excel data models into Power BI
Complete projects to create or enhance custom reports, data feeds, reconciliation files, and performance metrics
Work directly with clients as well as internal partners to identify missing and incomplete data to build out and provide clarity
Work directly with stakeholders on researching client data and related information using SQL data source
Ability to communicate difficult decisions regarding the implementation of change, with consideration to project constraints
Build dashboards and reports using power Bi that highlights risk and opportunities
Charles Schwab Chicago, IL May 2019 – Mar 2021
Data Analyst/SQL Reporting Analyst (consultant via Ronstadt USA)
Perform logical data modeling and analysis for Charles Schwab Investment Management (CSIM) team
Worked with traders and brokers to assist with reporting needs, and fulfill data needs of trade analysts and operation teams
Work directly with stakeholders on report creation and researching client data and related information (using SQL Teradata and SAP Business Objects)
Responsible for maintaining and enhancing dashboards (on Tableau) to track remediation of issues
Quality assurance and data validation for accuracy, and perform GAP Variance analysis
Ability to multi-task and prioritize in a challenging, fast-paced, dynamic environment
Produce and distribute standard and financial measure reports in timely and accurate fashion
Provide all required status updates to project team, users, and various levels of management as appropriate
Citi Group (consultant via Mitchell Martin) Chicago, IL May 2017 - Dec 2018
Business Analyst
Business Analyst for the commercial card sector to assist in migration effort for all clients from total system services (TSYS) TS1 to TS2 system
Responsible for analyzing business requirement documents and supporting functional spec preparation
Responsible for interaction with business, multiple technology teams and partner systems in understanding business functionality and requirements
Knowledge of SDLC in both Agile and waterfall methodology
Ability to multi-task and prioritize in a challenging, fast –paced, dynamic environment. Handle up to 5 plus Business requirement documents at same time and have written well over 40 business requirement documents
Assist testing teams in preparation and reviews of functional test scenarios
Provide all required status update to project team, users, and various levels of management as appropriate
J.P Morgan Chase Inc. (Consultant via KForce), Chicago, IL Jan 2016 - Apr 2017
Implementation Project Manager/Business Analyst
Manage portfolio of 40+ commercial card client with an average yearly spend of over half a billion dollars
Leverage training and communications to prepare clients for the reimplementation from card processing system Hewlett Packard (HP) to Total System Services (TSYS)
Ensure operational readiness for the conversion by managing client’s milestones; facilitate on-going client outreach meetings, and technical set-up and validation.
Analyze and understand client’s current data and program structure and present any changes or impact due to implementation.
Liaise with technology to ensure client’s technical needs are completely and thoroughly understood
Designated as a Subject matter expert during the project to improve the quality of financial system migration projects by assisting peers with self-quality control measures, and aid in setting best-in-class testing
Test (QA) client’s setup and data application to ensure they properly meet the standards in a new system
Thomson Reuters, Inc. (Consultant via Mondo), Chicago, IL Oct 2013 - Jun 2015
Quality Assurance Analyst/SQl Data Analyst
Acted as a subject matter expert in financial data – Estimates, Pricing and Fundamentals
Participated in agile methodology by attending daily scrums. This included reviewing requirements, developing test cases in Quality Center and submitting detailed bug reports in JIRA.
Responsible for testing data warehousing, data Integrity, extract transfer load (ETL) and Quant applications for Thomson Reuters’s financial products
System tested large financial data (9TB) in SQL database
Executed all phases of system development life cycle (SDLC). This included evaluating risks related to requirements of implementation, testing processes, project planning, and reporting.
Northern Trust, Inc., Chicago, IL Aug 2011 - Sep 2013
Portfolio Account Analyst/Trade Processing Analyst
Subject Matter expert in following business areas: - Securities trading, funds master, trading exception reports, Securities holdings, Rates of returns, Portfolio valuations, Securities pricing, Reconciliation, 9, Regulatory changes and Brokerage accounts
Prepared investment reports, audit investment reports and cash statements to verify that the data is correctly posted and all transactions are properly classified.
Analyzed and audited monthly valuations for multi-billion-dollar client.
Utilized accounting and security processing procedures for auditing reports (GAAP).
Education
Bachelor of Science in finance and Management from University of Illinois at Chicago (UIC)