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Professional Summary

IT professional with over 9 years of diverse experience in Project

Coordination & Business Analysis in Banking, Capital markets and
healthcare domain
Experience in creating and maintaining consolidated Golden Copy from
multiple sources for future releases and test data refresh
Excellent understanding of Geneva and Camra portfolio accounting systems
Experience in synchronizing ,monitoring and managing Reference Data

(columns include coupon rate, CUSIP, ISIN, Trade Id, Maturity etc) used
across financial organizations
Strong experience in Enterprise security management (ESM) that
combines event correlation and security analytics to identify and prioritize
threats in real time and remediate incidents early
Deep understanding of different asset classes and the markets they trade
Good understanding of data sources like Bloomberg, Reuters and Capital
Provided project management oversight to manage scope, track and

mitigate risks,
raise issues and lead project team from scope to
Thorough Knowledge of various models & methodologies like Waterfall, RUP
and Agile (Scrum)
Experience in Software Development Life Cycle (SDLC) including design
and review of Business and Software Requirement Specifications; Development
and Testing
Vast Experience in Project and operations management
Experience in Iterative approach for Software Development as per Rational
Unified Process (RUP) & was actively involved in inception, elaboration,

construction and transition phases

Prepare and maintain Requirements Traceability Matrix (RTM) throughout
the project lifecycle
Experience in facilitating Joint Application Development (JAD), Rapid
Application Development (RAD), interviews, workshops, and requirement
elicitation sessions with stakeholders
Expert in conducting requirement gathering sessions, feasibility & Impact
Analysis, Cost & Benefit Analysis and Risk analysis
Creating Business requirement documents (BRD) and Functional
require documents (FRD)

In Depth understanding of the AS-IS and TO-BE business processes and

experience in converting these requirements into technical specifications for
preparing test plans
Was a part in preparing Vision & Scope documents, interact with stakeholders,
understand user requirements to articulate into User Requirement
Specifications (Use Cases)
Involved in UAT sessions to test and validate the system with stakeholders
Analyzed the test results from QA teams using Performance Studio Analysis
to create various scenarios

Technical Skills
Business Modeling Tools

Waterfall, Rational Unified Process (RUP), Agile

Methodology, Scrum
Rational Rose, MS Visio, Enterprise Architect, iRise,
DOORS, Rational Requisite Pro

Management Tools
Data Management Tools
Golden Source
Management SharePoint

Documentation Tools
Operating Systems
Database Skills
Reporting Tools
Testing Tools
Management Tools
ETL Tool

MS Office Suite - Word, Excel, PowerPoint

Windows 9x/NT/ME/2000/XP/Vista/7, Unix
MS Access, SQL Server, Oracle PL/SQL
Crystal Reports, SAP Business Objects
HP Quality Center, JIRA (Defect Tracking)
Microsoft Visual Source Safe, Rational
Rational ClearQuest



Thunderbird School of Global Management

Phoenix, AZ
MBA in International Business; Specialization: Finance and
August 2010 - April 2012
Founder member of Thunderbird Investment Group and managed a portfolio worth
Treasurer, Thunderbird Student Group (TSG): Handled fund of $250,000 to finance various
co-curricular activities
College Of Engineering Roorkee
Roorkee, India
Bachelor of Technology (Electrical and Electronics Engineering)
July 2002 - May 2006

Professional Experience
Client: Barclays Investment Bank, New York
Role: Enterprise security management- Reference Data Analyst

December 2013 to Till Date


Required deep understanding of asset classes, markets they trade in, identifiers, key
Good Experience with reference Data and creation of Golden Copy

Analysis for implementation of Geneva for portfolio accounting system

Impact analysis for upstream and downstream users for accounting system migration
Deeply involved in data migration and data mapping projects
Very good knowledge of PL/SQL

Environment: PL/SQL, Geneva, Metadata manager, TR OnSite, Agile, Rational Requisite Pro,
Rational Rose, Clear Quest, Windows Vista/XP, Office Suite (Word, Excel, Power point, Visio),
JIRA, RallyDev
Client: JPMC, Jersey City, NJ

August 2012 November 2013

Senior Business System Analyst PB Dashboard Development System
Project: PB Dashboard Development System
J.P. Morgans new generation of Global Prime Brokerage meets clients evolving needs by offering
dynamic solutions, a full product suite of services across multiple asset classes and the marketleading capabilities and financial strength of our entire firm.
Clients benefit from our integrated and enhanced prime brokerage capabilities. Our multi-asset
class platform extends across execution, financing, clearing and asset-servicing products, as well
as prime custody and optimized margin solutions.


Responsibilities include Client presentation, Impact analysis, Coordination across teams

and timely execution of tasks.
Extensively worked on Geneva Recon Events, Reference Data Updates, Reruns and
Reporting IFAs.
Extensively worked on Equity, Fixed Income, OTC derivatives, Mortgage Back
Securities, Asset back securities and Collaterals.
Setting up and maintenance of Reference Data (columns include coupon rate,
CUSIP, ISIN, Trade Id, Maturity etc) in Asset Control Tool for Issuers Instruments
and other classes like Swaps and Forward Contracts etc.

Created the Golden key for the reference data.

Used GoldenSource to collect, standardize, consolidate, and manage information about the
securities, products, customers, transactions, and other operations, to better manage the
distribution of critical data to business applications.
Responsible for coordinating with Users and get the requirement documented in BRD.
Requirement gathering & Requirements eliciting.
Designing the UI wireframes in accordance to User Experience standards.
Prepared the Functional Solutions document
Prepared Traceability Matrix that assists in writing functional requirement document,
technical documents and UAT Test Scripts.

Responsible for making the Technical Team and QA Team understand the requirement.
Responsible for preparing end-to-end System Test Cases against various Business
Responsible for validating the defects raised in Quality center and assisting the
development team to resolve them.
Interacted with multiple offshore teams and assisted them throughout the project.

Geneva Project Description:

Geneva is an industry-leading portfolio accounting system licensed from Advent Software. It is
used by many Investment banking Systems in the Prime Brokerage space (Goldman Sachs,

Citigroup, Deutsche Bank, Bank of America, UBS, etc.) as well as many Fund Administrators
(Globeop, Fulcrum, Citibank AIS, HSBC, UBS, US Bank, etc.) to provide portfolio accounting
services to their clients. Geneva is also used directly by many Hedge Funds and Asset Managers.
The Geneva engine itself provides portfolio accounting services it calculates and values positions
& balances, maintains the cost basis of positions, and calculates profit & loss. It also calculates
dividend and coupon accruals, which are otherwise unavailable from core systems. Geneva offers a
powerful user interface and large suite of reports for internal purposes. It is noteworthy that while
Geneva maintains a permanent record of input reference data and transactions in its Advent
Global Area (AGA).
One of the main differences between Geneva and a traditional accounting system is that Geneva

derives all Positions, Cash Balances, and P&L information on the fly in memory. This will enable
to provide on demand report re-runs instead of having to wait for the next overnight batch. It does
this by reviewing all persistent data that falls within the report parameters selected at the time of
the request to calculate these values.
Environment: UML, MS Visio, MS Excel, MS Word, Reuters, Bloomberg, Golden Source,
Capital IQ, Unix
Client: Schonfeld & Company LLC, Jericho, NY
Role: Sr. Business Analyst
Project: Equity Trading System

October 2011 July 2012

The project involved developing an automated system to buy and sell stocks online in order to gain
maximum profits for investors. The primary objective was to incorporate Level 2 quotes and
technical indicators to provide trading solutions that would optimize the return on investment for
in house proprietary traders and retail traders.

Meeting with business users and defining functional business requirements.

Perform in-depth analysis of the systems organizational structure, services and

Acquire extensive knowledge of financial products and services, such as Fixed Income
investments, Equities, Derivatives (Swaps), Mutual Funds, Bonds and Asset
management by reading available artifacts.
Responsible for the integration of all Prime Broker activity
Created Golden Key for reference data using GoldenSource
Identify the client/organizational needs and provide suitable agile system based solutions.
Communicate with clients and inform the organization about the customer business needs
and specifications.
Make certain the user stories are good, comply with acceptance criteria, have sufficient
business value.

Participate in Daily Agile Scrum "Stand-up", Biweekly Sprint Planning and Retrospective
sessions and update the team on status of upcoming User Stories
and helped development teams to break down large user stories for execution.
Assist in project documents such as Vision Document, Use Case Documents, Gap Analysis,
Software and Requirements Specification (SRS) Document.
Design Business Process Flow (as-is system) and System Process Flow (to-be system)
Diagrams using MS Visio to better understand the daily flow of the business.
Design Use Cases for the intended system.
Gained working knowledge of Reuters.
Gained knowledge of the financial domain including Equity trading, Technical analysis
and fundamental analysis.

Environment: UML, MS Visio, MS Excel, MS Word, Reuters, Bloomberg, Golden Source,

Capital IQ, Unix
Client: e-Health Insurance, Mountain View, CA
2011 to September2011
Role: Senior Business Analyst
Project: Data Migration & ICD 9 to ICD 10
Project Description


This project initially was for Health application migration from in-house developed
application Accessline Application to NextGen. As a part of this system migration
and Data integration Consolidated SAP Business Objects reports and new reports
to comply with state laws, were created.

ICD 9 To 10 Data Mapping

This project was also aimed at reorganizing and standardizing claims process
by integrating business rules; so as to increase automation and provide advanced
interfaces for faster data exchange with claims tracking system and back office

systems. Besides that, implementation of new ICD10 codes and HIPAA 5010
guidelines formed center of the project
My role as a Sr. Business Analyst in this project was to work with the technical team
and junior BA's to finalize the business requirements after gathering information
through JAD sessions and meeting with SME's and Project Manager for plotting
of business processes, policy changes including budgeting and communication plans

Data Migration

Involved in Data mapping and Data Migration

Worked with end users to define business problems and design solutions (e.g.
new workflows, systems, programs, reports)
Created project plan; defined schedules; followed up with business
managers, development & QA team.
Responsible for preparing Business Requirement Document (BRD) and then
translating into functional specifications and test plans.
Organized daily SCRUM meetings and distributed daily tasks to address issues
raised in these meetings
Performed analysis on existing systems, recommended enhancements, and

implemented strategies to streamline current processes

Understood AS-IS and created TO-BE process by discussing with Functional
specialists (SMEs).
Performed systems analysis to determine feasibility; develop software code to
test newly developed features
Create test plans, end-user documentation and User manuals
Created Operators manual and published them to MS Visual source Safe
Managed team members by distributing work and monitoring status of

ICD 9 To 10

Performed and lead project management activities of the software

development lifecycle focusing on requirements and analysis phase. Activities
included but not limited to: Created and maintained MS Project Schedules,
identify project tasks and resources. Baseline project plans, track
project progress, coordinate Peer Reviews. Communicated project progress to
all involved
Co-ordinate with various stakeholders to bring a project/task to
Conduct meetings to gather requirements from stakeholders to gain knowledge
about needs of the system & perform GAP and IMPACT analysis to design

the TO BE system
Facilitated JAD Sessions, user meetings, interviews and requirement
elicitation sessions to extract business requirements and to confirm that the
requirements are in alignment with up gradation of existing system to
Worked on HIPAA EDI transaction series such as 276/277, 834, 835, 837
and version 5010 of this transaction
Functioned as the primary link between business line, operations and
the technical areas throughout the project
Develop Use Cases, Activity Diagrams & Sequence Diagrams using UML
and MS Visio

Design strategy for up gradation of system and implementing user interfaces

to be 5010 compliant
Identify, research, investigate, analyze and document business processes and
use case scenarios
Responsible for ensuring the privacy and security environments of
healthcare data Process Reengineering (BPR) documents by interacting
with SMEs
Ensure that project followed Business Rules and was compliant with
HIPAA rules to display minimum benefit information
Interact effectively with internal and external parties and worked closely with
project manager in handling the project

Environment: SQL, Rational Unified Process (RUP), Rational Requisite Pro, Rational
Rose, Clear Quest, Windows Vista/XP, Office Suite (Word, Excel, Power point, Visio),
SAP Business Objects, XML & Test Director

Client: Medi-Cal, San-Francisco, CA

to February 2011
Project Coordinator / Senior Business Systems Analyst
Project: Enhancement of Claims Online System
Project Description

October 2010

The goal of Medi-Cal is to establish as the standard of excellence in management of

Medi-Cal and Healthcare services. Medi-Cal partner with HHSC and state of California
to deliver cost effective, customer focused Medi-Cal and Healthcare services through
a commitment to continuous improvement, pragmatic technical solution and
operational excellence
This project was for implementation of online claim submission system, which aimed
for easier submission of claims using Medi-cal online portal for providers across the
country. A SOAP based web-service was built for the providers to file the medical
claims quickly. This also enabled the providers to check the remittance advice on the

click of a button. It used Electronic Data Interchange (EDI) for document transfer.


Perform Business Process Mapping and AS IS and TO BE analysis

Create and maintain data model/architecture standards, including master
data management (MDM)
Extensively involved in the modeling and development of Reporting Data
Warehousing System
Design the online screens and reports for the Medi-Cal Online Electronic
Claims Submission System

Process mapping, data cleansing, data migration and validation of data table
structure in areas of sales, inventory, procurement, production and distribution.
Involved in the full HIPAA compliance lifecycle from GAP analysis, mapping,
implementation, and testing for processing of Medicaid Claims.
Prepare scenarios, Use Cases & UML Diagrams for scenarios using Rational
Provide technical support to the database team on Oracle 9/10 based
architecture, developed SQL queries for data extraction purposes
Involved in creating automated Test Scripts representing various
Transactions, Documenting the Load Testing Process and Methodology. Created

meaningful reports for analysis and integrated the Performance Testing in the
Integrate data from wide range of sources including in-house clinical data
management systems, labs and contract research organizations and perform
data cleaning
Test the final application for Usability testing to verify whether all the User
Requirements were catered to by the application

Environment: Rational Clear Case, Doors, Oracle, XML, MS Visio, MS Office, SQL
Server Reports, RUP

GVK, New Delhi, India
August 2008 to July 2010
Business Analyst




Project Description
This project involved in acquisition of Hancock Coal and Infrastructure Projects
in Australia financed through equity, high yield bonds and leveraged loans. Managed
internal and external teams of legal and financial advisors in negotiation, drafting,

and execution of term sheets, financing documents, commercial contracts and other
necessary agreements to meet expectation of all established goals


Conducted GAP Analysis and documented the current state and future state,
after understanding the Vision from the Business Group and the Technology
Conducted user interviews to gather requirements & analyzed them by using
Rational Rose, Visio and Requisite pro

Coordinated in setting up of Document Management System. Responsible

for finalizing and signing off of the Business and functional requirement
Conducted Walkthroughs with end users, developers, managers and other
analysts. Identify organizational structure roles, succession events, workflow
Worked closely with various internal teams to define the scope, provide
estimates, set project timelines and initiated relevant change requests (CR)
during the Project Life Cycle

Documented the Requirement traceability matrix (RTM) and created UML

Modeling such as creating Activity Diagrams, Flow Diagrams using MS
Facilitated change management across entire process from project
conceptualization to testing through project delivery, Software Development &
Implementation Management in diverse business & technical environments,
with demonstrated leadership abilities
Generated financial models and templates utilizing Excel spreadsheet,
including Pivot Tables and Macros

Provide financial support and analysis to Operations and Technology areas for
strategic business decisions and cost savings initiatives
Created Graphical representation of reports such as Bar charts, Pie charts etc.
As per the end user requirements using crystal reports
Acted as User Acceptance Testing coordinator and monitored business
testing and interfaced with the development team regarding defect status and
fixes on a daily basis

Environment: Microsoft Office Suite, Windows NT, UNIX, Oracle, SQL, Agile,
Mercury Test Director, Agile

Client: Max New York Life Insurance, INDIA

Project: Customer Relationship Management
System (CRMS)
Business Analyst

August 2006
June 2008

Project Description:
This is one the leading health insurance providers in India. The project was about
individuals seeking health insurance. The goal of the CRMS Project is to increase the
use of the current Web platforms by expanding its capabilities to provide more
services including FAQ. With the success of this project, the business intended to see

a significant reduction in the calls handled by technical support personnel, thus

leading to both short and long-term cost savings.


Acted as a liaison between the Business and Technical teams to deliver

requirements deliverables beginning with assisting Senior Business Analyst.
Involved in all four phases of the requirements development including
Elicitation, Analysis, Specification and Quality Validation.
Conducted GAP analysis and Impact Analysis to identify customer channel
usage trends and interactions focusing on likelihood to buy product
recommendations and reduce customer attrition.

Conducted Joint Application Development (JAD) sessions with SMEs from

Market Research Group, Hospital Survey Group and Web Management
Stem to gather Business and Functional requirements including Use Cases
and UML Models for the CRMS project.
Involved in finding and documenting requirements where the new data
capture solution would be compatible with existing Customer Interface
Control Systems (CICS).
Developed Screen Mock-ups / Prototypes to provide demonstration to the
Business teams.

Supported Design and Development activities, by providing walkthroughs

and feedback.
Ensured that the clients adhere to the Change Management Notification
(CMN) process.
Responsible for managing the Change Request Log and RTM.
Extensively involved in writing and executing Test Cases and User
Acceptance Testing (UAT).
Assisted in developing end user training material and training sessions.

Environment: RUP, Microsoft Office, Visio, Microsoft Project, SQL server, UML.

Client: Apollo Health Street, Hyderabad, India

Project: Revenue Cycle Management Application


June 2005 to
July 2006

Business Analyst

Project Description:
Apollo Health Street is a global healthcare service provider for healthcare clients in
US. Project was to develop a tool to measure the performance of the BPO project and
teams and bill the client accordingly. Functionality of RCMA (Revenue Cycle
Management Application) included analyzing the data from client. Other

functionalities included tracing the claims status based on status codes and sending
back to client for corrections or write offs. RCMA was to be designed to reverse
interface the client Practice management system to reduce the manual efforts.


Acted as primary liaison between the client departments and the Information
systems IT department to perform analysis, review, and estimation of
client requests.
Performed Gap Analysis to check the compatibility of the existing system
infrastructure with the new business requirements. Followed solely RUP
methodologies during the course of the project.

Accumulated system requirements from various departments through surveys

and interviews.
Involved in prioritizing the defects and writing Business Requirements to
resolve them.
Conducted JAD sessions with management, SME, vendors, users and
other stakeholders for open and pending issues. Planned and defined system
requirements to Wire Frames with Use Case, Use Case Scenario and Use
Case Narrative and UML (Unified Modeling Language).
Created Use Case Diagrams, Activity Diagrams, Sequence Diagrams and
ER Diagrams in MS Visio.

Responsible for creating test scenarios, scripting Test Cases using testing
tool and defect management

Environment: MS Word, MS Access, Waterfall, UML, HTML, SQL Server 2000, MS

Visio, iRise, Share Point