Business Analyst

Varun M

Sr. Business Analyst *****.****@*****.***

Summary

• “8” years of professional experience extensively in Financial, Banking, and Insurance companies as Business Analyst.

• Extensive experience in gathering business, and functional requirements, and developing use-cases.

• Possess good documentation, and communication skills, with a keen attention to details.

• Proficient in soliciting client requirements through interviews, workshops, existing system documentation, and organizing joint application development (JAD) sessions, and effectively conducting meetings, and brainstorming sessions.

• Excellent business writing skills in creating business requirements document (BRD), use-case specifications, functional specifications, and systems requirements specification (SRS).

• Performed Gap analysis, risk analysis, and cost benefit analysis.

• In depth knowledge of systems development life cycle (SDLC), including planning, analysis, design, and testing.

• Worked on modeling tools like MS Visio, and Rational Rose; functional understanding of TIBCO Business Studio.

• Proficient in knowledge of equities, derivatives, and debt or fixed income products.

• Experienced in unified modeling language (UML) techniques like developing use-cases, activity diagrams, use-case diagrams, and sequence diagrams.

• Performed software testing involved Quality Assurance (QA) testing, development of test cases & test scripts, and User Acceptance Testing (UAT).

Technical Skills

Design Methodologies: Unified Modeling Language (UML)

Requirements and Document Tools: Rational RequisitePro, MS Sharepoint, Omniture SiteCatalyst, TIBCO Business Studio

Business Modeling Tools: Rational Rose, MS Visio

Version Control Systems: Rational ClearCase

Project Management: MS Project, MS Office, MS Groove, MS PowerPoint

Languages: C++, ASP.Net, VB.Net

Databases: SQL Server 2005, MS Access

Operating Systems: Microsoft Windows 95/98/NT/2000/XP

Testing Tools Win Runner, Load Runner, and Test Director

Education

• Masters in Business Administration

• Bachelors in Engineering

• Certification for Mutual Fund (Advisors) Module - AMFI - from National Stock Exchange of India

Work Experience

Client: Investors Bank & Trust, Boston, MA Oct’06 – Apr’08

Role: Sr. Business Analyst

The application was to develop a product to capture, analyze, calculate, and report risks for equities, and derivatives. It allowed traders to provide advisory services to clients including recommendations.

Responsibilities:

• Interacted with the product manage to document vision, and scope for the product.

• Conducted joint application development (JAD) sessions to discuss the business requirements, workflow, and planned phases in development to facilitate software requirement specifications (SRS) design.

• Led client facilitation meetings to gather business process requirements from subject matter experts (SME’s) involved in trading shares for equities & bonds, and converted them into functional requirements by implementing the Rational Unified Process (RUP) methodology.

• Translated business, & data requirements into software requirement specifications (SRS) for the development, and QA team with the aid of MS Sharepoint.

• Assisted in project management with Business Analysts’ in the team towards risk assessment for the equities, and derivatives, and analyzed risk reports in terms of its key risk exposures.

• Generated SQL queries to develop risk reports.

• Developed UML diagrams to prepare use-case diagrams, sequence diagrams, and activity diagrams using MS Visio & redefined business process in simulation by using TIBCO Business Studio.

• Developed test plan, test conditions, and test cases to be used in testing based on business requirements, technical specification and/ or product knowledge.

• Developed QA Test plans for functional, integration, and system testing. Performed black box testing, and assisted in users’ acceptance testing (UAT).

• Assist the Project Manager via maintenance of issue logs, meeting notes, and other activities as needed.

Client: Citizens Bank, Providence, RI Mar’05 – Sep’06

Role: Business Analyst

The application supported wealth management division to provide advisory services to clients on asset projections, executive stock option models, portfolio rebalancing, investment holdings, and liquidity needs. Thus, the FIPA system enabled the analysts to utilize their time analyzing investment strategies, and evaluating returns.

Responsibilities:

• Worked with project manager, traders, and other stakeholders to define project scope, plan, and requirements.

• Conducted user interviews; gathered, and analyzed operational requirements in consultation with traders, developers, and end users using Requisite Pro.

• Documented requirements on MS Sharepoint for fixed income securities such as bonds (T-notes/ T-Bills) with estimation of coupon rate, yield-to-maturity (YTM), and so on.

• Worked on MS Access, and SQL for data migration to conjoin the information for the wealth management advisory services which enabled the inputting of financial systems data.

• Maintained profitability reporting (P&L) to upkeep the general ledgers, and financial revenues.

• Developed timelines for project delivery, and managed projects and resources to successful completion.

• Performed GAP analysis by identifying existing technologies, and subsequently, documented the enhancements to meet the end state requirements.

• Tracked changes through change management, and bugs tracking using Rational ClearQuest.

• Assisted with users’ testing of systems (UAT), and developed & maintained quality procedures.

Client: GEICO, Fairfax, VA Mar’04 – Feb’05

Role: Business Analyst

The objective of the Auto Insurance Claims Processing was to integrate & upgrade the Claims Processing System, and various disparate systems on a common environment to enhance customer relationship management (CRM) by providing real time monitoring services for their auto insurance division. The project involved integration of all the disparate systems to provide remote access through a web-based interface, and maintaining the infrastructure required for these systems.

Responsibilities:

• Acted as a conduit between Project Manager, and IT team.

• Captured the requirements in Caliber RM (Requirement Management) system, and maintaining the versions of different requirements of the project by following systems development life cycle (SDLC).

• Gathered key data points include demographic data, organizational data, and product data for migration of customers’ data.

• Participated in creating requirement reports for day to day servicing needs of account reconciliation, monthly cash balancing, and general ledgers reporting using basic accounting principles.

• Addressed all aspects of the claims processing lifecycle, starting from identifying a claim right up to closure.

• Conducted Gap analysis, risk analysis, and assisted in cost-benefit analysis.

• Functioned as the primary liaison between the business line, operations, and the technical areas throughout the project cycle.

• Designed and developed use-cases, activity diagrams, and sequence diagrams.

• Played a key role in the planning of UAT, and implementing of system enhancements, and data migration & conversions.

Client: First American Bank, Dallas, TX Oct’01 – Dec’03

Role: Business Analyst

The Online Access (OLA) project involved setting up web enabled access to customers to manage their mortgage accounts online. The user had to login and then he could review his payment information, view transaction history, and make payment online.

Responsibilities:

• Elicited demands from the stakeholders, and developed a vision plan that defined the primary goals, and objectives of the project.

• Participated in JAD sessions; and organized workshops with Subject Matter Expert (SME) to obtain domain level information.

• Facilitated collection of functional requirements from system users, and preparation of business requirement documents (BRD) using Rational RequisitePro.

• Followed the UML based methods using Rational Rose to create use-cases, activity diagrams, and sequence diagrams.

• Wrote test plans, test scripts, and test cases, and facilitated manual & automatic testing using test directors.

• Reviewed system-testing results with the project manager, and the technical team.

Client: ICICI Bank, Mumbai, India Feb’00 – Aug’01

Role: Jr. Business Analyst

The objective of the project was to develop an automated web based system for the process of recording, and maintenance of reports from the credit card companies. The system generated Credit reports of individuals based on the data provided by the various agencies.

Responsibilities:

• Participated in gathering user requirements, functional & non-functional requirements, and technical specifications.

• Developed use-case diagrams, conceptual model, behavior diagrams (sequence, collaboration, state chart, activity) using MS Visio.

• Work with the technical analyst, and development team to ensure that they understood the specifications.

• Developed test specifications, test cases, and test manuals for the application.

• Collected and analyzed the results of test runs, log files and generated reports of test results.

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