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