Yogesh Puneeth V, CFA

Senior Business Analyst at BF&M Group
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Contact Information
us****@****om
(386) 825-5501
Location
Halifax, Nova Scotia, Canada, CA
Languages
  • English Full professional proficiency
  • Kannada Native or bilingual proficiency
  • Telugu Native or bilingual proficiency
  • Hindi Full professional proficiency

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Vishal Dhok

I had opportunity to work with Yogesh during his tenure in FICO. Though it was short tenure, but Yogesh became one of the core member of the team in short time by gaining product knowledge quickly. Yogesh has been always reliable and go to person for any critical tasks. With his dedication and committed attitude he has been always dependable member of the team.

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Credentials

  • Chartered Financial Analyst Charterholder
    CFA Institute
    May, 2019
    - Nov, 2024

Experience

    • Bermuda
    • Insurance
    • 100 - 200 Employee
    • Senior Business Analyst
      • Oct 2020 - Present

    • Cayman Islands
    • Financial Services
    • 700 & Above Employee
    • Senior Analyst
      • Jul 2019 - Oct 2020

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior Business Analyst
      • Dec 2015 - Apr 2019

      Business Analyst for the Wealth Management and Trade Life Cycle domains. Extensive experience across various Business Process Re-engineering projects across Middle and Back Office processes, creation and implementing STP solutions. Business Analyst for the Wealth Management and Trade Life Cycle domains. Extensive experience across various Business Process Re-engineering projects across Middle and Back Office processes, creation and implementing STP solutions.

    • India
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Business Analyst
      • Jun 2014 - Dec 2015

      Business Analyst for the Equity Plan Advisory Services cluster of UBS Wealth Management Americas. Serve as a liaison between Solutions Management and Product Development Groups. Activities involved in: 1). Gather and analyze requirements from internal and external clients. 2). Create Dataflow / Workflow models, Product Functional Specification documents that detail the scope of the work to be completed by a project team. 3). Product demonstrations. Business Development initiatives: Preparation of Response to RFPs, Proposals, Client Presentation, Functional Estimation Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • Software Quality Assurance - Technical Expert
      • Jun 2010 - Jun 2012

      Technical Expert in the BFSI domain for the Quality Assurance and Process migration verticals. Activities involved include: • Responsible in creating the end to end regression Automation suite using Quick Test Professional for OM 4.1 (end to end loan processing application) which brought on an improvement of 60% in the Regression Testing cycle with respect to OM 4.0 the previous release • Formulating Software Requirement Specification and analysis • Coordinating Smoke, Functional, Regression Testing efforts for the OM 4.2 release and responsible in deployment of builds using Jenkins into the QA environment • Responsible for the Fraud, Verify and Review modules in OM for the migration to Agile methodology from the traditional Waterfall model. Achievements: • Awarded the Spot Award in recognition of outstanding achievements in line with FICO’s core values. • Trained a team of 4 for handling Automation Implementation in Agile Methodologies • Achieved 100% automation for a dynamic application that mainly relied on manual testing. Show less

Education

  • Xavier Institute of Management
    Master of Business Administration (MBA), Business Administration and Management, General
    2012 - 2014
  • Visvesvaraya Technological University
    BE, Information Science and Engineering
    2006 - 2010

Community

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