The document provides a summary of Joe Blog's qualifications and experience as a Business Analyst. It outlines his 7 years of experience in business analysis, process reengineering, and project management in the financial services industry. It also lists his technical skills in areas like requirements gathering, documentation, testing, and data modeling. Finally, it provides details on his past work experience at companies like Fannie Mae, Standard Chartered, and Bank of New York Mellon on projects involving financial reporting systems and implementation of new online financial applications.
The document provides a summary of Joe Blog's qualifications and experience as a Business Analyst. It outlines his 7 years of experience in business analysis, process reengineering, and project management in the financial services industry. It also lists his technical skills in areas like requirements gathering, documentation, testing, and data modeling. Finally, it provides details on his past work experience at companies like Fannie Mae, Standard Chartered, and Bank of New York Mellon on projects involving financial reporting systems and implementation of new online financial applications.
The document provides a summary of Joe Blog's qualifications and experience as a Business Analyst. It outlines his 7 years of experience in business analysis, process reengineering, and project management in the financial services industry. It also lists his technical skills in areas like requirements gathering, documentation, testing, and data modeling. Finally, it provides details on his past work experience at companies like Fannie Mae, Standard Chartered, and Bank of New York Mellon on projects involving financial reporting systems and implementation of new online financial applications.
The document provides a summary of Joe Blog's qualifications and experience as a Business Analyst. It outlines his 7 years of experience in business analysis, process reengineering, and project management in the financial services industry. It also lists his technical skills in areas like requirements gathering, documentation, testing, and data modeling. Finally, it provides details on his past work experience at companies like Fannie Mae, Standard Chartered, and Bank of New York Mellon on projects involving financial reporting systems and implementation of new online financial applications.
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Joe Blog BUSINESS ANALYST
City, State (Open to relocation) (623)-670-0000 joeblog@gmail.com
SUMMARY Seven years of experience in Business Analysis, Process Re-Engineering and Project Management in the Financial Services Industry Demonstrated ability to analyze financial and business activities, identify process strengths and weaknesses, including the ability to understand and describe process flows and develop creative solutions to improve efficiency and effectiveness Extensively worked with Fixed Income Securities, Equities, Global Depository receipts, Asset Management, Mortagage backed securities and integrated them in the system Experience in Financial statement analysis, Forecasting, Reporting, Financial Modeling, Business Analytics Understanding of the Retail Banking, Investment Banking, Credit Card, Mortgage and Financial Services industry Worked extensively on user requirement gathering, and development of functional specifications through various information-gathering techniques Broad experience with using UML, Rational Unified Process (RUP), Waterfall Life Cycle and Rational Suite (Rational RequisitePro) Proficient in developing use case diagrams, analysis model, use case models, behavior diagrams and class diagrams based on UML methodology Strong knowledge of Business Process Modeling, Business Intelligence and Business Architecture Professional with extensive experience in the development, implementation and integration of strategies within a team oriented environment, utilizing quantitative and qualitative analytical skills A team player with strong leadership skills and, ability to work-independently, multi-task and deliver projects in a timely manner
Requirement gathering and Analysis
Experienced in efficient requirement gathering by stakeholder, user and SME interviews, surveys, user group meetings and cross functional meetings and organizing requirements using Rational ReqPro Experienced in facilitating Meetings, JAD Sessions and Change Mgmt Experience in reverse engineering existing system in order to elicit requirements Proficient in Domain analysis, Gap Analysis using gathered and existing data
Documentation Sound knowledge and experience in developing Business Cases, Vision Artifacts, Software Requirements Specification, Functional Requirement specifications, Supplementary Requirements Documents, Risk Mitigation Plans, Traceability Matrices (in ReqPro) and Use Case Documents Proficient in creating all kinds of UML diagrams Experienced with creating and modifying high level diagrams for process flows and software architecture using MS Visio, MS Office and Rational Rose
Testing and Data Modeling
Ability to work in close co-ordination with the Testing team to develop Test Plan and Test Cases in both Manual and automated test Environment Experience in assisting users to conduct User Acceptance Testing (UAT) Experienced in Data mapping, Data modeling, Enterprise data warehousing (EDW) principles, Business Process Rules, Cross over and change log documents
Soft Skills Persuasive and professional communication skills Creative person with capability to provide out of the box solutions to business problems in very fast paced environments Extensive cross national and cross cultural experience Excellent management, negotiation and people skills Technical Skills
Methodologies RUP, Waterfall, Agile, Scrum
Testing Tools Quality Center, Test Director
Business Modeling Tools Microsoft Visio, RequisitePro
Change Management Tools Quality Center, Test Director, Load Runner Project Management Microsoft Project, Microsoft Office Suite Analysis & Design Use Case Design, Processing Flows (Mapping), Requirements Gathering, Functional Matrix, Business Rules Definition, Analysis Flows Application Softwares MS Office 2000/XP Professional, MS FrontPage, MS Outlook Database MS Access, Oracle, MY SQL Server Operating System UNIX, MS Windows XP/2000/NT
PROFESSIONAL EXPERIENCE
Fannie Mae July 2013 – Present
Business Analyst Fannie Mae was handling and restructuring millions of dollars worth of loans each minute but the systems they used were homemade excel reporting tools. This was initially managed by a huge team of loan processing analysts who used to manually update every single loan details and restructure them which resulted in inefficiencies mainly slow processing time, which was the result of the loan processing team updating and restructuring loans, periodic reporting since the team reported every month end and inaccuracies due to manual reporting.
Responsibilities: Led business process & IT transformation project to transition excel based financial reporting to an automated Oracle interface (OBIEE) reporting system Responsible for participating in all aspects of product life cycle management from concept through execution for reporting system integration as assigned by management. The position required a thorough understanding of market demands and technology trends Identified, documented and analyzed Business Requirements through conducting Joint application development (JAD) sessions and performed GAP analyses to derive requirements for existing system enhancements Identified product ineffeciencies in key areas of the monthly reporting process including data accuracy, process time and intended functionality and provided recommendations in a pro-active manner Prepared the project plan and carried out the implementation through working with cross functional teams to execute the system integration and measure progress Worked closely with customers, both internal and external and product specialists to assess business needs and provide products that supported and met those needs Cultivated and screened new product ideas, assisted cross-functional teams to develop and implement new or enhanced products or services
Accomplishments: Accomplished significant results through reducing processing time by 50% and improving accuracy by 60% Maintained project and action plans. Engaged cross functional teams on a daily basis to complete project and go-live 3 months ahead of schedule
Technology environment: Front end built in Java. ETL tool Informatica, database was Oracle and reporting was via OBIEE Standard Chartered Feb 2012 – June 2013 Business Analyst
Standard chartered has many lines of businesses. Each of the diverse businesses reported their financials on a monthly basis using excel spreadsheets and this resulted in a lot of ambiguity and delay in processing time. The leadership wanted us to build a common platform that will facilitate the financial reporting of all these diverse businesses and reconciliation process.
Responsibilities: Lead Project insight on implementing Dashboards for the entire Bank, to consolidate and improve reporting efficiency for multitude of Businesses including Financial Markets, Asset Liability Management and Corporate Finance Identified and collected business requirements through conducting interviews and Joint application development (JAD) sessions involving all key stakeholders, businesses, operations and technical resources Documented business process flows, functional specifications and business requirements Developed the project breakdown plan based on the functionality for various modules. Delivered metrics and summary of the release to higher management Interviewed teams from the US and Singapore and asked detailed questions to ensure the new reporting system integration met the service level agreements Cultivated and screened new product ideas, assisted cross-functional teams to develop and implement new or enhanced products or services Tracked and reported key product development metrics while driving continuous improvement of the process Performed the user acceptance testing (UAT) and Functional Testing of the project and raised concerns, cautions and notified development teams through UAT results
Bank of New York Mellon Aug 2010 – Jan 2012
Business Analyst Bank of New York Mellon is the largest deposit bank in the world operating in six primary financial services sectors including custodial services, treasury services, asset management and wealth management. The client required implementation of a new integrated suite of on-line financial applications called ADR Inform aimed at enhancing the service offerings of financial information and decision-making support tools for the Global Depository securities division.
Responsibilities: Worked closely with Global Directors to identify and document business requirements and liaised with the IT team in the system implementation of ADR Inform Managed the scope, planning and tracking of all stages of the project to deliver a high quality business platform Performed the Gap-Analysis during system integration and developed use cases to handle these gaps to ensure smooth integration of the system modules and processes Incorporated the logic to timeline corporate actions through issuances of securities and calculated sector wise capital raisings and security transaction fees for the Global Depository receipts Coordinated series of meeting for getting the approval from different stakeholders for a new proposal and applied all necessary adjustments to existing product requirements documents as needed Worked with internal and external resources as needed to collect and track requirements for special needs, for example specific key clients and new markets Participated in stakeholder satisfaction issues by working with training and operations to understand issues and propose solutions
Standard & Poor’s Feb 2009 – July 2010
Business Analyst Standard & Poor’s is a leading provider of multi asset class and real time data, research and analytics to institutional investors, investment and commercial banks, wealth managers and corporations worldwide. Its broad suite of capabilities is designed to help perform analytics, track performance, identify new trading and investment ideas. The project involved an in-house development of an application, addressing the needs to access detailed information about fixed income securities. The specific module developed was the Bond Search center that enabled customers to search for bonds online and obtain associated reports.
Responsibilities: Coordinated with Fixed income analysts, Portfolio managers and Technology teams to gather and document business requirements and identified key challenges in managing the system integration Interacted with key business users and the technology team for defining the project scope and deliverables Designed Business Use Case diagrams using RUP and Rational Rose Developed Use-Case diagrams, Activity diagrams, Class diagrams, and Interaction diagrams using Rational Rose and MS-Visio Developed specifications for modules based on fixed income security domains like ABS, RMBS, CMBS and CDOs Implemented the logic for calculating Yield, Duration, Volatility, Spread, Sharpe ratio, Sortino Ratio etc. for the Fixed Income products Assisted users in conducting User acceptance testing (UAT) to test the final application, to ensure all user requirements were catered to by the application
EDUCATION
Thunderbird School of Global Management
MBA, International Business Management MBA, Recipient: Global Mindset scholarship Oct 2014 New York University MS, Finance
