Project Manager/Business Analyst Resume New York, NY - Hire IT People (2024)

SUMMARY

• Experienced Business Engineer with 8 years in, Business Analysis, Quality assurance, digital solutions and financial systems architecture.
• Exceptional problem solving and sound decision making capabilities, recognized by associates for quality of data, alternative solutions, and confident accurate decision making.
• Working knowledge of Financial instruments such as Equities (Stocks), Derivatives (Futures, options and swaps), Fixed income (Bonds, Treasury bills, Notes, etc.), Mortgage Backed Securities, (CMBS, RMBS and ABS) Commodities and FX poducts.
• Expertise in development and management of detailed project plans to include resources, tasks, requirements, milestones, and review points.
• Working experience in CMS platforms such as Drupal and Sitecore.
• Research, design, and preparation of cost proposals to perform projects.
• Advanced Excel skills such as Macros, Pivot tables and V - look ups. Also Windows applications; Exchange and lync
• Experience in Requirement Analysis reviews, JAD sessions, Business and Systems reviews and working sessions to understand the requirements and system design.
• Knowledge of capital and liquidity infrastructure and standards to be maintained and reported in investment banking sector pertaining to bank’s portfolios and risk exposures.
• Experience with investment banking regulatory/compliance reporting regulations like CCAR, Basel II Accord, B2.5 and B III.
• Working knowledge of implementing software development projects using methodologies such as Agile/Scrum. Waterfall, Rational Unified Process,
• Experience in project lifecycle management and PPM tools such as CA Clarity, Windchill, TFS Visual Studio and version one.
• Experience in salesforce CRM project management and BI including sales cloud, marketing cloud and services.
• Strong experience working across the whole software development life cycle and researching new products, markets, business processes and required systems integration or modifications.
• Experience in various BI tools such as IBM cognos, Business Objects, Salesforce.com
• Extensive experience in analyzing data and documenting business requirements and system functional specifications including use cases.
• Excellent team player and able to deliver results with little supervision.
• Proficient in a broad range of technologies, including business process tools such as MS Project, Excel, Access, and Visio.
• Have experience with various defect tracking tools: Quality Centre and JIRA/confluence.
• Experience in developing various templates and checklists so as to keep the project on track.
• Excellent interpersonal and customer relational skills, proven communication (verbal and written) organizational, analytical, presentation skills and leadership qualities.

TECHNICAL SKILLS

Methodologies: Agile, Waterfall, Unified Modeling Language

Change Management Tools: Rational Clear Quest, Test Director/Quality Center, JIRA

Business Modeling Tools: Rational Rose Suite, Microsoft Visio

Business Intelligence: Business Objects, OBIE, IBM Cognos

Project Management: Microsoft Project, Microsoft Office Suite

Programming Exposure: Java, .NET, ASP.NET, PHPDatabases Oracle, DB2, MS-SQL Server

Industry Exposure: Financial Services, Loan servicing & recoveries, Digital solutions, web applications, IB

Financial Skills: Financial Analysis, Credit Appraisal, MIS Reports generation

PROFESSIONAL EXPERIENCE

Project Manager/Business Analyst

Confidential, New York, NY

Responsibilities:

• Documented business processes as initial step and deliverables.
• Studied current business processes and systems in place thoroughly and documented the as-is processes and performed gap analysis for the to-be part.
• Worked with business stakeholders to gather, elicit and validate requirements through interviews, workshop sessions and user story telling sessions.
• Responsible for creating presentations to facilitate discussions around ITSM infrastructure including policies, processes and procedures, producing and documenting, maintaining BRD’s and gaining sign-offs.
• Developed project business case, identifying stakeholders and defined scope, opportunities, proposed solutions, benefits and risks.
• Facilitated and lead Scrum meeting, group workshops, training sessions, and discussions as part of agile environment.
• Worked closely with business teams in Palo Alto and IT and architecture team in India to arrive at potential recommendations and solutions.
• Developed project documents useful to both business stakeholders and supporting IT personnel such as workflow document, user guides, presentations etc.
• Worked with IT developers and BI solutions team to design and test technical solutions including user-interface components while ensuring such technical solutions fulfill business requirements.
• Served as coordinator between all parties associated with project execution, ensuring open communication between the business stakeholders and supporting personnel are maintained.
• Created and managed project schedules and tasks lists including key dates and deadlines. Lead various JAD sessions
• Lead sprint planning, laying out what work-streams would fit in what sprint ensuring balance between tasks and client expectations.
• Produced, refined and tracked product back log using Version one and TFS visual studio. Also gained exposure to CA clarity and Windchill.
• Reviewed and assisted UI designers and architects in creating various templates for report designing, dashboard designs and user interface
• Created and presented project status reports, meeting minutes EOD daily statuses.
• Performed and created data analytics reports using Pivot tables, macros and V-look ups.
• Developed functional and use case specifications, wireframes and mock-ups using MS Visio.
• Assisted in data analysis and data mapping with the lead architect from System integration perspective.
• Utilized salesforce.com sales, marketing and service cloud services to enhance and maintain CRM expectations.
• Managed changed requests and new development requests keeping the overall delivery of the product meeting the expectations, therefore, managed resources and tasks in an efficient manner.
• Planned and coordinated quality assurance cycles and sign-offs. Used JIRA/confluence as bug tracking tool to log in defects
• Helped create, review and approve QA test cases.
• Worked with stakeholders to test and validate solutions during UAT sessions, gained sign-offs for user acceptance.
• Managed project deadlines in a high pressure environment.
• Effectively facilitated and influenced cross functional teams through to project completion.

Environment: Agile SDLC, Sprint planning, Scrum, Drupal CMS, PHP, Version On, BI- Share-point, MS office suite, JIRA/Confluence, salesforce.com

Business Analyst

Confidential, Charlotte, NC

Responsibilities:

• Worked as a liaison among business partners/owners and stakeholders to elicit, analyze, communicate, validate and document requirements for changes to business processes, policies and information systems.
• Formulated and implemented strategies for resolving data integrity issues and recommend solutions for potential system deficiencies.
• Served as an SME between Business and IT teams, portfolio managers and infrastructure teams for producing requirements and simulation documents including use cases and wireframes to be used for implementation and completion of various projects.
• Worked on various projects including IT systems for community support, Accounting, central reporting, risk and corporate finance.
• Worked closely with sales and marketing teams involving CRM through salesforce.
• Assisted in data analysis and mapping of data for system integration working with lead developers and architect.
• Effectively communicated and assisted other team members in the ongoing assignments as part of an agile environment.
• Worked as a Business Analyst to create models to size and sensitize structures, elicited and documented user stories by translating business needs into testable system requirements.
• Used various BI tools such as IBM cognos, TFS, share-point to analyze, consolidate, retrieve and report data.
• Scheduled and lead daily SCRUM calls and sprint updates as part of agile team.
• Served as a liaison between Basel Technology, risk, Reg Policy, LOB leads and Reporting teams.
• Lead in development of requirements strategy, direction, scope and priorities for credit risk and market risk relevant IT and process changes.
• Engaged business stakeholders into ongoing calls and meet ups and took approvals for key decisions.
• Responsible for producing time estimates, implementation calendar and progress reports for various IT initiatives.
• Responsible for producing system user guide and use cases.
• Wrote test cases and execute test scripts in Quality center. Performed Smoke and UAT testing. Responsible for UAT sign-offs and cycles.
• Tracked sprint progress and burn out rate and other critical project reports in Team Foundation server (TFS Studio)
• Assisted in post-production implementation.

Environment: Agile, MS office suite, Irise Modelling, Quality Centre, Version One, SharePoint, IBM cognos, TFS (Team Foundation server) visual studio.

Financial/Business Analyst

Confidential, New York, NY

Responsibilities:

• Performed and lead business analysis for risk and finance IT projects, portfolio management and infrastructure that support key business initiatives, and provide upgrades and enhancements to existing strategic applications/systems.
• Acted as liaison between business units, development teams, Business intelligence teams, application support teams and vendors, frequently serving a consultative role balancing the complexities of business requirements against implementation constraints.
• Created business requirements pertaining to capital and liquidity reporting system (STAR and Axiom- for CCAR reporting) and calculation engine (COMET), used to calculate RWA (risk weighted assets) the bank’s credit exposure to its capital.
• Maintained and updated system requirements document on an on-going basis, including clearing and settlement systems.
• Effectively followed up on IT release schedule for B2.5 trading book Securitization 2012 book of work (BoW) ensuring deliverables are on track and prepared BRDs for 2013 BoW
• Defined the scope and impact of projects and effectively communicate the impact on the organization. Defined and evaluated problems, and presented effective solutions.
• Created work flow charts using MS Visio as part of the business requirement specifications. Produced data flow diagrams and business process models using XML schemas
• Performed data analysis such as reconciliation of trade data sets using VLOOK UP in Excel for Mortgage and CDO streams. Worked on requests related to Comprehensive Risk Measurement (CRM) model calculations.
• Responsible for carrying out deliverables for Basel Measurement Reporting group (BMR) in a timely and professional manner thereby adding value to the group that ensures the bank is in compliance with Basel and FINMA rules in terms of its capital requirements and exposure against, market risk and credit risk.
• Worked on and familiarity with data sets dealing with derivatives such as CDS, US futures, interest rate swaps and structured products such as CDOs/MBS etc.
• Worked on and familiarity with data sets dealing with fixed income products such as T-bonds, T-bills and T-notes. Good understanding of yield curves, coupon rates and maturities within this class of products.
• Demonstrated solid understanding of Credit risk (default), market risk (foreign exchange, commodities and interest rates) and operational risk.
• Exhibited good understanding of financial transactions network (SWIFT) dealing with securities, trade services, OTC clearing, FX products, payments and cash management.
• Facilitated and managed closure of KPMG Market risk 2011 Audit items (June onwards). Ensured all necessary documents are in place for the same along with keeping IT deliverables on track. Also documented closing remarks and received sign offs from joint owners and various business clusters.
• Utilized HP Quality centre to manage and log in defects, issues and new change requests.
• Updated policy documents, procedure notes and Service level agreements (SLAs). Developed and maintained project materials/documentation on SharePoint -e.g., requirements documentation, functional/non-functional test plans, etc.
• Conducted various weekly status meetings, SPORT updates and Bi-weekly presentations.
• Set up and coordinated pre-Production and post-Production User Acceptance Testing with business users. Used Quality Centre for writing UAT test cases.

Environment: MS Excel, PowerPoint, Visio, HP Quality Centre, Business Objects, STAR, COMET, Axiom, SharePoint.

Lead Business Systems Analyst

Confidential, Plano, TX

Responsibilities:

• Responsible for gathering Business and System requirements pertaining to various IT initiatives impacting different lines of Businesses such as Mortgage, Loss Mitigation, Small Business Deposits, Home Equity, Originations, Servicing and Recoveries & Collections.
• Effectively conducted regular requirement gathering sessions with the business and delivery channels to drive out detailed business requirement documents.
• Identified, assessed, documented and prioritized business requirements by creating system requirement specifications document and advised users on options, risks and costs of each solution.
• Conducted research and helped determine, whether solutions to business requirements currently exist within or outside the business unit, or if 3rd party solutions are feasible.
• Managed 19 fast paced, including high priority risk governance tasks, within a period of five months to meet the required delivery timelines.
• Managed projects related to Recovery Management System (RMS), a system processing more than 70% of charged off consumer debt in the US.
• Worked on requests related to loan originations systems and servicing systems such as LCC (Loan Centre Consumer) and ALS.
• Managed projects pertaining to Collections systems utilized by Confidential such as KO.
• Facilitated implementation of new functionality through training sessions, demos and meetings.
• Actively involved in every phase of the project: Initiation, Testing and Deployment.
• Responsible for monitoring and presenting timely reports and statuses on assigned projects.
• Maintained excellent relationships with various Business groups and IT support Channels through effectively communicating business needs and by filling in the gaps/concerns.

Environment: MS Windows, MS Office Suite, HP Quality Centre, MS Visio, Knowledge link, RMS, ALS, Acquire report archiving.

Sr. Business Analyst

Confidential, MN

Responsibilities:

• Coordinated with internal and external stakeholders in order to create and validate business requirements, functional specifications, business rules and workflows, use cases and other project documents.
• Perform gap analysis and understand the current (As-Is) infrastructure and map the To Be state for the new infrastructure.
• Perform an analysis on the competitors UI for these components for the integrated client site.
• Liaison between Confidential business department & TR business/tech department. This involved analysing URD & Functional specs (for various components) documented by TR and converting them into User requirement List (URL) using AQMS template.
• Work closely with the Unit Integration Testing Team and Functional Testing Teams during various testing phases, validate test procedures and cases, conduct UAT and resolve different testing issues.
• Develop and Execute UAT Test cases along with the testing team using HP Quality Centre.
• Responsible for developing Test Plan, Test case, Test Metrics and Test Reports; using Functional Requirement Specification and Use Cases covering both positive and negative scenarios.
• Established traceability matrix to keep track of various requirements and ensuring that each requirement was developed and tested using Microsoft Excel.
• Coordinated and conducted JAD sessions with the business (Both TR & Confidential ) and the technical team
• Coordinated with the users on User Acceptance Testing (UAT) and facilitated error tracking and correction.
• Responsible for communication, including status reporting, risk management, escalation of issues and ensuring the project is delivered in budget, on schedule, and within scope

Environment: MS Windows, MS Office suite, My SQL 2005, MS Project, Visio, Agile/Scrum, Quality Centre.

Business Analyst

Confidential, Cranston, RI

Responsibilities:

• Worked extensively with risk and portfolio managers in calculation of risk weighted assets (RWA) and gathering of missing probability of default (PD) ratings for the customers.
• Responsible for analyzing Credit Risk Net Exposure associated with loan customers having invalid risk rating. Interacted with Asset managers to gather appropriate customer data.
• Worked with relationship managers in evaluating Asset valuation and the amount of net exposure associated with each portfolio.
• Worked with various financial instruments like interest rate derivatives, fixed income and other structured products that Confidential / RBS offer and evaluated any net exposure or negative exposure linked to the products.
• Conducted interviews and JAD sessions with SMEs and technical leads for merger of centralized database of Confidential Bank with Confidential .
• Initiated extraction process of large customer data by MS Access from Confidential data warehouse and modifying according to Confidential regulations.
• Involved in data mapping and creation of data dictionary in Excel for various assets and portfolios in the database.
• Analyzed data and created queries in MS-Access for remediation and reconciliation for reducing the operational risk.
• Involved in Data governance and gathering of Data requirements, including interviews, brainstorms and meetings with stakeholders and preparing of BRDs in Requisite Pro.
• In charge of comprehensive Data Quality by making sure invalid, inconsistent or missing Obligor Risk Ratings are reported to portfolio managers for remediation and ensure that checks are in place to prevent the issue from re-occurring.
• Conducted workflow process and GAP analysis by identifying existing technologies, documenting the enhancements to meet the end state requirements.
• Responsible for creating and reviewing business requirements, functional specifications, project schedules, documentation and test plans.
• Involved in logic testing in FOCUS reporting. Created Macros in MS Excel to test for the conversion of risk rating to a new rating scale.
• Worked closely with Project manager in creation of project plan and managing of resources in MS Project. Preparing presentations in Power point for stakeholder meetings.
• Acted as a liaison between the technical staff and the users (staff and management) along with being responsible for communicating between Project Team and other related departments.

Environment: MS Office suite, Java, SQL, Test Directory, Requisite Pro, Share-point