Experience

KGS Technology Group, Inc

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Project Manager

  • Apr 2012 - Present



Citibank

• CitiBank

• Technical Business Analyst

  • Apr 2011 - Mar 2012

  Drafted detailed requirements related to data translation and migrating the requirements into the FRD used by the development team Performed data analysis of global standards and defined field elements for CitiKYC forms to ensure KYC, CDD and eDD is implemented across various client segments. Served as a librarian for the creation and maintenance of the CitiKYC data dictionary across all client segments in MS Excel Validated persisted/base data in the data warehouse post ETL process being applied to the data gathered through the forms Served as a subject matter expert (SME) to the data modeling team on intent and usage of fields in the CitiKYC data dictionary. Participated and served as a SME in the data mapping sessions with the ETL team to ensure data requirements coverage. Analyzed and served as a SME for the wireframes of CitiKYC forms application to ensure functionality and fulfillment of requirements. Gathered high-level reporting requirements in order to capture key performance indicators (KPI’s) to assist senior management Developed MIS report mock-ups using MS Excel as a proof of concept. Environment: MS Access, MS Office Suite, Windows, Sharepoint Show less



Fidelity Investments

• Massachusetts

• Business Analyst

  • Dec 2009 - Apr 2011

  Lead and audited New/revised account profiles and forms as mandated by the SEC for IWS. Maintained an inventory of IWS forms and applications and gained business and LRC (legal, risk, compliance) approvals needed to ensure compliance. Managed the ‘Forms Library’ project by organizing requirement elicitation sessions, informal interviews with technology and chairing meetings between the Fidelity.com web design team and business stakeholders. Participated in the usability sessions held at Fidelity regarding new form designs and the newly proposed web design of the “Forms Library” interface on AdvisorChannel and WealthCentral Platforms. Created use cases and reviewed corresponding test cases for ‘Broadridge Financial Solution Project’ to facilitate e-delivery of shareholder material such as confirming/annual prospectuses and proxies etc for non-fidelity securities. Managed the “Data Retention” project by serving as a liaison and facilitating bi weekly meetings between the Enterprise Vault team and Broadridge Financial Solutions Inc for retention of customer correspondence such as confirming/ annual prospectuses and proxies in order to fulfill the record retention obligation as mandated by SEC. Created use cases for the UAT team for ‘RAPs Consolidation Project’ that reduced RAP volumes by 60% by consolidation and elimination. Served as a business representative/SME for IWS on the Fidelity-wide ‘E-delivery project of NAPs and RAPs’. Assisted by creating mockups, obtaining business and LRC approvals, created used cases/test cases for UAT team and conducted business validation upon deployment. Served as a SME on the Fidelity-wide ‘E-delivery project of letters’ for IWS. Compiled and analyzed inventory of financial letters such as Standing Instructions, 3rd Party Journals, Margin mailgrams, Treasury& Re-org letters across IWS. Environment: MS Access, Siebel (CRM), FBSI, FDOT, PPMC, CDV, CSTAMP workstation, MS Office Suite, Windows, Adobe Acrobat. Show less



Omgeo LLC

• MA

• Business Analyst

  • May 2007 - Oct 2009

  Processed Trade Management and Exception processing (workflow process) using Omgeo Connect Application. Tested Omgeo CTM, a global enterprise workflow solution for managing trade process in real time from Notice of Execution (NOE) to pre-settlement. Served on a cross functional team to gather requirements on the trade management process. Worked closely with the senior BA to prepare, analyze and translate Business Requirement Documents (BRD) into functional and system specifications. Based on client requirements, assisted the senior BA in documenting functional and technical specifications per iterative sprint. Assisted in creating several artifacts – as-is and to be trade process flows, swim lane diagrams, use cases etc. using MS Visio. Created test cases for manual and automated testing processes. Analyzed test results and Reported defects using Star Team Enterprise. Executed GUI testing on trades for structured test cases. Implemented functional, manual, back-end and regression testing methodologies on applications. Verified data-flow front-end through back-end and queried the database using SQL to extract data. Prepared and executed XML scripts in UNIX to send and modify new trades. Environment: UNIX, MS Office Suite, Star Team Enterprise, XML Spy, Show less



Business Analyst

• MA

• Business Analyst

  • Jan 2006 - Mar 2007

  Facilitated Joint Application Development sessions (JAD) . Documented functional and system requirements specifications. Used MS Visio to define business use cases and process flows. Analyzed reports on MS Excel and manipulated the data using Sorting, What if analysis, Pivot tables, Pie charts and look up functions to generate high level reports for presentation. Helped testing team to design and prepare Test Plan, Test Strategy and to set up test environment based on functional and business requirements. Helped modify functional and regression scripts in liaison with QA managers and Cross functional team to understand changes to document them effectively. Mapped Requirement against Test Cases, and tracked bugs/errors to ensure issue resolution was communicated in timely an effective manner between Developers and QA Managers using Quality Center. Managed time effectively and worked under pressure to achieve scheduled target during Phase run. Liaised with User Acceptance Team and successfully released application and carried out post release tests. Validated all operating model considerations and process documentation. Develop PowerPoint presentations for Project Manager for monthly meetings with upper management. Assisted in problem resolution, as well as providing updates of Project progress. Environment: Quality Center, MS Project, Java, EDMS (Enterprise Documents Management Services), IBM Clear Quest, VB script Ms Visio, SQL, Power Point, MS Excel Sheet, UNIX, IBM DB2, IBM Mainframe (Z/ OS). Show less