Sr Product Owner | Squad Lead

• Apr 2022 - Present

Senior Technical Consultant - Digital Transformation (Client - IG Wealth Management)

• Oct 2021 - Apr 2022

Senior Technical Consultant - Digital Transformation (Client - Fidelity Investment Services)

• May 2021 - Oct 2021

Sr. Technical Business/Product Analyst

• Sep 2015 - Apr 2021

• Reporting to the Executive Director, Digital Platforms, I was responsible for creating product roadmap, maintaining & prioritizing product backlog in Agile software development, collaborating across distributed teams. • Achieved 15% more customer adoption rate by leveraging Funnel analytics to identify events in the critical path with maximum dropout rate. Then worked with the UI design engineers to address the shortcomings. • Designed various Tableau dashboards such as YOY customer adoption rate, Top 10 financial institutions by liabilities & asset aggregation for the Wealth Management Advisors etc. to run a goal-based analysis. • Interact with 3rd party aggregator clients such as Intuit, Yodlee, Quovo, and Plaid to understand requirements and integrate their APIs with Chase Platform. • Successfully led the OFX to FDX (Financial Data Exchange) migration by ensuring Chase data is accurately mapped as per the FDX specifications. As a result, more aggregators connected to Chase API. • Accomplished 50% reduction in the post Risk Scoring Utility data analysis results by designing Tableau dashboard for the Global Financial Crime Compliance (GFCC) stakeholders. • Worked on technical solutions for implementing Cloud based micro services with ADFS authentication, KAFKA messaging and Splunk monitoring. • Created RESTful API documentation using Swagger and led Chase internal API governance approval process. Key Achievements: o ~100K aggregation Wealth Management customers with billions of dollars in assets linked via external accounts o Risk Scoring Utility (RSU) successfully passed the Office of the Comptroller of the Currency (OCC) audit. Show less

Sr. Technical Business Analyst

• Jun 2013 - Aug 2015

During my 2+ years tenure in the Standard & Poor Indices team, I got the opportunity to work on the multiple projects in the capacity of Lead Business Analyst Project 1: Index Managers Dashboard Project 2: Correction Dividend Project 3: Data Protection Workflow (DPW) • Managed agile software development components from initiation to production, ensuring the final product is aligned with the stakeholder’s vision • Worked cross-functionally with executive leadership and Index managers to understand Index recalculation pain points. Translated them into actionable user stories. • Owned planning and scheduling of two-week sprints and clearly articulated the product vision to engineering team resulting in hitting 98% of the product goals defined in the beginning of the year 2014. • Performed data mapping by executing SQL queries using Toad to ensure the Index Managers dashboard data points correctness. • Read the application logs using Putty and assisted in triaging the production issues. • Prepared mock-ups for business demo purposes using mockflow.com • Performed the impact analysis to accommodate stakeholders change requests during mid cycle development and plan the release accordingly • Worked with the QA team to review test cases • Coordinated User Acceptance Testing (UAT) and feed learnings back in to our product development • Trained the end users and prepared a training guide for user’s reference Key Achievements: ~20% efficiency in end-of-the-day Index calculations ~ Significiant improvement in Index calculation accuracy Show less

Sr. Technical Business Analyst

• Aug 2012 - Jun 2013

GAF Material Corporation is North America’s largest shingle manufacturing company and has contractors and distributors who sell and install their products. GAF Connect project objective is to replace the obsolete technology based desktop applications FoxPro used for commercial business and Varnet used for residential with Microsoft Dynamics CRM 2011 application with a goal to provide a robust, reliable and scalable system to serve their contractors & distributors better and provide an efficient system to GAF employees. • Led Product planning, eliciting requirements using interviews, document analysis, user stories, and scenarios • Fostered more open communication between executive stakeholders and engineering resulting in an improvement in features development life-cycle speed by 15% year over year • Design source to target ETL mappings using informatica and used Informatica debugger to test the data flow and fix mapping issues • Created ETL packages using Microsoft SSIS to move data from feed files (XML, CSV) to database • Extensively used the SQL Server Management Studio and performed data mapping of legacy reports attributes to SSRS reports • Coordinating JAD sessions with the data modeling & development team to help resolve the issues faced by SSRS the developers Show less

Business Program Manager & Scrum Master

• Jan 2012 - Jul 2012

The objective of XMF Leads Microsoft Dynamics CRM 2011 project is to leverage new CRM 2011 capabilities and it’s improved UI. Application contains 26 partner data sources and houses partner management processes such as Sales and Marketing (SMF), Quota and Portfolio Management (PQSM) and Subsidiary and Capacity Planning (LMF) at one place from beginning to end through automated workflows while maximizing and showcasing CRM 2011 capabilities • Planned and estimated 2-week sprints in a realistic yet time-efficient manner that allowed the teams to deliver 97% of the MVP according to the product company roadmap. • Lead a team of 3 engineers, 2 testers, and a database developer • Performed Gap analysis by documenting and analyzing the existing process flow, identified the areas if improvement and added stories to the backlog • Acted as Scrum Master and was responsible for daily stand-ups, sprint planning, backlog refinement, Scrum of Scrums • As a Business Program Manager, responsible for coordinating and signing-off on UAT & production deployments Show less

Lead Business Analyst

• Jul 2010 - Dec 2011

Project 1: Migrating Wells Fargo outdated SalesLogix CRM with Microsoft CRM Dynamics. SalesLogix tool is not dynamic enough to create automatic follow-ups, lead lists, and items, which can drive sales production to higher levels. Project 2: In the existing mortgage lending process Wells Fargo currently prints and mails multiple paper documents such as initial disclosures, appraisals, Truth in Lending (TIL) etc. to the borrowers The process is manual, expensive and time consuming and eventually extends the timeframe to close the loan. The project objective is to provide automated electronic delivery of these documents to reduce the time and cost involved. • Performed requirements gathering for migrating outdated SalesLogix with MS CRM dynamics 2011 • Performed data mapping and substantial amount of data level validations & testing using SQL queries Show less

Business Analyst

• Jan 2010 - Jun 2010

Project goal was to re-brand the First Citizen Funding Inc. website. Performed requirements gathering, prepared screen mock-ups as per the requirements. •Prepared and did a walkthrough of BRD, FRD, and technical specification artifacts to the stakeholders •Conducted User Acceptance Testing (UAT) session with the stakeholders •Wrote SQL queries for data analysis and data validation •Did requirements impact analysis to accommodate change requests (CRs) Project goal was to re-brand the First Citizen Funding Inc. website. Performed requirements gathering, prepared screen mock-ups as per the requirements. •Prepared and did a walkthrough of BRD, FRD, and technical specification artifacts to the stakeholders •Conducted User Acceptance Testing (UAT) session with the stakeholders •Wrote SQL queries for data analysis and data validation •Did requirements impact analysis to accommodate change requests (CRs)

Business Analyst

• Jul 2008 - Dec 2009

Worked as intern Business analyst during Curriculum Practical Training and later joined as full-time. • Participated in requirement elicitation sessions • Assisted lead BA in creating the artifacts such as BRD & FRD • Assisted QA team with Test Plans and executing Test Cases • Maintained a Traceability Matrix to ensure that all the functional requirements are addressed at the Use Case level Worked as intern Business analyst during Curriculum Practical Training and later joined as full-time. • Participated in requirement elicitation sessions • Assisted lead BA in creating the artifacts such as BRD & FRD • Assisted QA team with Test Plans and executing Test Cases • Maintained a Traceability Matrix to ensure that all the functional requirements are addressed at the Use Case level