7abcd912-5cbf-45cd-8aac-d69e477018a8
Andrew Smith
287 Custer Street, Hopewell, PA 00000
andrew_smith@example.com
(000) 000-0000
Professional Summary
- Seasoned business analyst with 8 years of experience in supporting financial technologies and loyalty platforms
- Experience in designing current and future state of processes and system and conducting gap analysis
- Extensive experience in requirement elicitation, current state and future state documentation and technical writing to create BRDs, FRDs, and SRSs, user training documents, and translated technical knowledge to diverse stakeholders through effective communication and facilitation skills at team and client meetings and one-on-one sessions
- Experience with Change Management and was part of Train the Trainer Program at KPMG
- Strong client communication and presentation skills
- Certifications: PMP, Core Consulting Skills, Six Sigma (Green Belt)
Employment history
Lead Business Analyst, Stark-Langosh. Alysaberg, Wyoming
Sep. 2018 – Present
- Responsibilities:
- Working at a dual role of lead business analyst/technical project manager, which often involves the following responsibilities:
- Liasoning with client, business partner and other stakeholders to understand their requirements
- Defining the need for new products and new enhancements, optimizing business processes and acting as a consultant to provide technical advice to support business needs
- Review enhancements from business and technical perspective to ensure optimal implementation supporting the organizational needs and goals
- Working with various teams BAs, Devs, QAs, Creative and Design, Database to provide support in SDLC, right from creating business case to deployment and maintenance
- Documenting all artifacts of the requirement management process: business process models, use cases, functional requirements, non-functional requirements, process flows, data elements, and business designs
- Working at a dual role of lead business analyst/technical project manager, which often involves the following responsibilities:
- Projects:
- Maintenance and enhancements for various clients, including CIBC’s loyalty and transactional data reporting platform
- New product development: acting as a business analyst lead/scrum master on the development of a new multi-tenant application, Synapze CX, using agile methodology.
Lead Business Consultant, Raynor-Franecki. Lake Jinaberg, Alaska
Jul. 2016 – Mar. 2017
- Re-engineering claims and quotes application for a leading bank: worked on defining the scope to managing requirement management life cycle and managed projects within full Software Development Lifecycle (SDLC) and Project Management Lifecycle (PMLC) using Agile and Waterfall methodology
- Automation of mortgage application system: Worked on Mortgage application system project which included Documents Management Systems for Mortgage broker channel to communicate with lender and to submit any required documents for completion of mortgage application. The client reported 30% increase in work efficiency and 25% reduction in error.
Business Analyst, Mosciski LLC. North Devonmouth, Minnesota
Nov. 2014 – Jan. 2015
Responsibilities:
- Worked on re-engineering tax reporting application for a leading bank
- Gathered requirements using techniques like interviews, surveys, brainstorming and workshops.
- Defined the scope of the project, financial projections and Cost/benefit analysis.
- Designed test plan and test cases for User Acceptance Testing (UAT).
- Wrote SQL queries in TOAD, SQL plus Oracle for result validation.
- Managed projects within full Software Development Lifecycle (SDLC) and Project Management Lifecycle (PMLC) using Agile and Waterfall methodology.
- Worked onvarious requirement artifacts, such as Business Requirement Document (BRD) and System Requirement Specifications (SRS)
- Identified and developed Use Cases from the business and systems requirements. Documented high level and detailed Use Cases to include all the functionalities of the new system.
- Development of detailed functional test scenarios that will be used to validate acceptable functional behavior of the system.
- Working experience on target operating work on pilot projects.
- Worked with the business system analysts, Manager, architects, and service providers to develop key business metrics and performance measures.
Project Co-ordinator, Ankunding-Fisher. Napoleonville, Ohio
Mar. 2012 – May. 2012
- Involved in the development of business cases and project charter for various projects
- Identified, suggested and managed improvements in the process
- Conducting knowledge sharing sessions within the teams to better understand business & domain
- Assisting the project manager in preparing and maintaining the responsibility traceability matrix and updating the same through the phase of the project
- Developed and managed the project management plan, established risk management process and metrics for the deliverables
Education
Wisozk College, Reynoldston, Connecticut
MBA, Banking & Finance, Jun. 2011
Eastern Virginia Academy, New Johnathanshire, Massachusetts
Bachelor of Science, Engineering, Jan. 2010
Skills
Technical Writing
Expert
Problem Solving and Negotiation
Expert
Client Communication
Expert
Project Management
Experienced
Data Analysis & Consulting
Expert
MS Office & SQL
Experienced
aaa04f66-c8e4-4cc7-af40-b58f619dc322
Andrew Smith
287 Custer Street, Hopewell, PA 00000
andrew_smith@example.com
(000) 000-0000
Professional Summary
· A Consultant with 13 years of experience in Hedge fund Third Party Administration, Calypso Product Development and Customization, Implementation of optimum solutions for Investment Banking processes (Run the Bank and Change the Bank).
· Total Calypso Experience is 8 years. Worked as a Calypso BA for the FX module (Front office) in Calypso Technology India PVT LTD.
· Currently working as a Senior Calypso Consultant with BNP Paribas, a French bank, for Principal Lending Business’s Middle and Back Office activities (Accounting, Transfer, Messages, Reporting, Schedule tasks).
· Hands on Experience in Calypso Configuration (including Static Data and Market Data information) , New product- Implementation and Extension, Production Support and Calypso version Migration
· Worked in different Calypso Versions- from Version 10.0 to V14.0.
· Vast experience in Project management, business analysis, IT management, reporting and quality assurance.
· Worked in the Third party Hedge Fund Administration firm and has exposure on the Trade booking activites, hedge fund accounting, partnership accounting, investor accounting, reporting. Pricing and Valuation, Reconciliations, creating risk management reports and processes for the fund Appaloosa, Crestridge.
· Leading the team comprising of Developers, Business Analysts and Testers.
Work experience on various aspects of trade life cycle of FX(SPOT, Forward, NDforward, FxSwap) and Fixed Income (Seclending , Repo, Triparty Repo)and Collateral Management
Employment history
LEAD BUSINESS ANALYST, Lind Group. Baumbachmouth, South Carolina
Dec. 2016 – Present
- Leading a team comprising of Developers, Business Analysts and Testers.
- Responsible for Delivering the change request deliverables for Bank’s “Run the bank” and Change the Bank activities.
- Training the new comers in Calypso and Business Functionalities.
- Engaging and interacting with clients, partners, and internal groups including engineering, quality assurance, product management, professional services as required, in gathering of detailed requirements, assessing potential solutions provide resolutions to reported problems and testing.
- Transforming interface business requirements into functional specifications that can be understood by application development teams.
- Conducting regular meetings with the business sponsors and providing estimations for the activities conducted
- Organizing and conducting the IST(Requirement, Release cycle, Test plan creation)and NRT for the each release activities.
- Responsible for analyzing and providing optimum solution for (configuration/code change)“Production” related queries.
SENIOR CONSULTANT, Ziemann-Predovic. North Dominicaberg, California
Jan. 2016 – Sep. 2016
- Worked as a Senior Calypso Consultant at the client place BNP PARIBAS INDIA SOLUTION.
- Implemented the Triparty Repo product trading in Calypso.
- Involved in the migration of Sec lending and Repo trading from the In-house application into Calypso.
- Participated in Calypso version migration from Version 13 to V 14.
- Participated in testing of Collateral Module migration from 2. 7 to 3.2 module.
- Expertise in handling the change request and also Production support related queries related to the FO to BO activities.
- Client place responsibility includes creating Business Requirement document, Functional Specification document, Creation of Test plan and executing the same.
- Involved in Designing the Regression test plan for Accounting and Collateral Management in calypso
- Visited client place (Paris) when there was a need of a resource for key projects, knowledge transfers and also involved in the training the offshore team.
Business Analyst, Wehner-Hudson. North Sungstad, Wisconsin
Jun. 2012 – Jun. 2013
- Operated as a Business Analyst in CALYPSO TECHNOLOGY–which offers financial institutions and corporate treasuries an integrated trading, risk and processing platform for derivatives and treasury product which provides the most solid foundation for future business growth.
- Handled issues related to the Front office and Middle office activities for FX module (FX Deal Station) .
- Responsible to train/provided solutions for technical issues reported by the Global clients wherever applicable.
- Involved in replicating bugs/issues raised by clients.
- Ensuring that issues are raised with development team and then subsequently QA testing the fix wherever applicable before sending the fix to the client.
- Responsible for raising Delivery requests and delivering Patches.
- Ensuring there are no SLA breaches
- Managed the enhancement lifecycle – worked closely with Product Management and Engineering to include enhancements requested in the software and negotiated delivery schedules for the enhancements.
Financial Associate, Kilback LLC. Kurthaven, Hawaii
Jan. 2006 – Mar. 2010
- Operated as a Financial Associate in VARIMAN– which offers administration work like Trade processing, month end reporting, cash reconciliation for the Hedge funds.
- Worked as a Business Analyst role in the creation of In-House application and also involved in Regression testing for the same. The role involves gathering Business requirements from the client, documentation of the requirements, communicating the client requirements to the development team in Chennai, liaising with the Technical team to ensure that the client requirements are fulfilled
- Provided offshore support for Appaloosa Management, one of the leading Hedge Funds based at New Jersey, in their reporting, pricing and re-conciliation processes.
- Hands on experience in the usage of Bloomberg terminal for pricing of securities.
- Also involved in manual Trade capture on behalf of the client for the reporting purpose.
- Fixed Income Projection- collecting the interest and dividend rates using Bloomberg launch pad. Update and upload the same into the designed software and validate the numbers generated and deliver it to client.
- Reconciliation of Trade data, Cash, Position collected from the client with Prime Broker report.
- Generation of Net Asset Value for the Fund.
- Compliance regarding AML checks, redemption & additional subscriptions.
Education
East Schaefer, Cherelleshire, Arkansas
NCFM Certification in Interest Rate Derivative
Witting Institute, Smithshire, Delaware
• NCFM Certification in Equity Derivatives.
East Klocko Academy, Langworthstad, Minnesota
PGDBA, FINANCE, Oct. 2014
Western Barton, Artiefort, Wyoming
Master of Science, Biochemistry, Jun. 2004
Skills
Project management
Skillful
Business Analysis
Experienced
Capital Market
Experienced
Manual Testing
Experienced
MS Office
Experienced
SQL
Beginner
Bloomberg
Beginner
Team Management Ability
Experienced
lead business analyst
- Responsible for analyzing and providing optimum solution for (configuration/code change)“Production” related queries.
lead business analyst
- Leading a team comprising of Developers, Business Analysts and Testers.
- Responsible for Delivering the change request deliverables for Bank’s “Run the bank” and Change the Bank activities.
- Training the new comers in Calypso and Business Functionalities.
- Engaging and interacting with clients, partners, and internal groups including engineering, quality assurance, product management, professional services as required, in gathering of detailed requirements, assessing potential solutions provide resolutions to reported problems and testing.
- Transforming interface business requirements into functional specifications that can be understood by application development teams.
- Conducting regular meetings with the business sponsors and providing estimations for the activities conducted
- Organizing and conducting the IST(Requirement, Release cycle, Test plan creation)and NRT for the each release activities.
lead business analyst
- Analysis of Sensitivities across asset classes, such as Interest Rate, FX, Equity
- Interacted with Business users in Market Risk domain to collect business requirements for Preparing BRD (Business Requirement Document) of Sensitivity and Trade data
- Preaparing UAT (user acceptance testing) test cases for risk types such as FXdelta, FXreval, FXspotvolreval, IRdelta, EQvega etc
- Generate VaR reports based on Historical Simulation using Mars enquiry tool
- Reconciliation of VaR numbers, Data Mapping check and adept at handling large set of data
- Raised defects in HP Quality center
- Getting the sign off from clients on BRD, Test cases, UAT results.
lead business analyst
- Responsibilities: Working at a dual role of lead business analyst/technical project manager, which often involves the following responsibilities:Liasoning with client, business partner and other stakeholders to understand their requirements
- Defining the need for new products and new enhancements, optimizing business processes and acting as a consultant to provide technical advice to support business needs
- Review enhancements from business and technical perspective to ensure optimal implementation supporting the organizational needs and goals
- Working with various teams BAs, Devs, QAs, Creative and Design, Database to provide support in SDLC, right from creating business case to deployment and maintenance
- Documenting all artifacts of the requirement management process: business process models, use cases, functional requirements, non-functional requirements, process flows, data elements, and business designs