Jackin
SrBusiness Analyst/ Scrum Master
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Professional Summary:
7+Years Professional Experience as Business Analyst with strong knowledge of Financial industry, Banking, Retail,
AML/KYC and Risk Compliance
Excellent Communication and Interpersonal skills
Solid experience in SDLC Methodologies, Agile and Waterfall
Extensive experience in developing Scope/Vision Documentation, Project Plan, tracking Project Process, and managing
resources to ensure successful delivery.
Knowledge of guidelines while underwriting all types of loans including Conventional, VA, FHA, Residential and
Commercial mortgage loans.
Solid Experience in Collection, Analyses, Documentation of User Requirements, as well as Organizing interviews, User
meetings, Workshops and JAD sessions
Experience in working with business users and documenting and reviewing business documents such as Software
Requirement Specifications (SRS), Business Requirements Document (BRD), Functional Specifications Document (FSD),
Use Case Specifications, and Requirement Traceability Matrix (RTM), Product Backlogs.
Proficient in creating Use Cases, Use Case Diagrams, Sequence Diagrams and Activity Diagrams using Rational Rose and
Microsoft Visio
Experience in the Informatica/ ETL (Extract, Transform and Load) of data into a data warehouse/data mart
and Business Intelligence (BI) tools like Business Objects Modules (Reporter, Supervisor, Designer, and Web Intelligence).
Microsoft Certified in visualizing data in Power BI Desktop and deploying Dashboard in Power BI service.
Responsible for daily treasury activities including processing wire transfers, payroll, daily cash applications, recording
transactions in Salesforce and liquidity management.
Excellent understanding and knowledge of Identity and Access Management ( IAM) and Role Based Access Control (RBAC)
Designed & developed Power BI and for education, health, human services business groups.
Developed and implemented SharePoint plan for organization-wide collaborative document sharing
Coached team on various tools like Version-one and ServiceNow.
SharePoint Administration: User Setup, Security Permission, Site Configuration
Created and execute test scenarios for PeopleSoft and HCM Cloud Fusion to find defects, escalate for resolution, and ensure
releases are ready to move to production.
Created User Specifications, Use Case Diagrams, High Level and Detailed Process Flows, Robustness Diagrams and Domain
Model for multiple IAM projects
Consistently performed GAP Analysis, SWOT Analysis, Risk Analysis, Impact Analysis and Cost/Benefit Analysis.
Research issues in PeopleSoft and other applications including testing, tracing, logging, and systems
Analyzed vague and inconsistent data from the Westlaw application with the help of ETL developer and data architect and
successfully imported clean and organized data into new Salesforce application
Managed Agile and Quality Assurance of a multi-million-dollar ERP implementation project using Salesforce, Servicemax,
SAP, CTI, OMNI, Boomi, Lotus Notes, Servicenow and other technologies
Assisted development team in ETL technical tasks such as Development and Testing ETL tools likeInformatica and SSIS.
Expertise in development of Conceptual, Logical and Physical design for Database, Data Warehousing and many
Distributed IT systems.
Prepared the Requirement Traceability Matrix for Tracking, Documenting, Capturing, Managing and Communicating the
Requirements.
Expertise in developing Test Plan, Test Conditions, and Test Cases; ensuring adequate testing on software both before and
after completion; conducting and documenting UAT
Experience in writing queries for Data analysis using SQL
Expertise in managing user request changes, and handling user conflicts
Assist with research and development of new fraud and risk detection models
Experienced conducting User Acceptance Testing (UAT) and documentation of test cases
Expertise in creating dimensional models and creating ETL specifications.
Extensive experience in Smoke Testing, Regression Testing, Functional Testing, Integration Testing, System testing, End to
End testing, and User Acceptance Testing. Experience in Manual and Automated testing using HP QTP.
TECHNICAL SKILLS
Modeling Tools MS Visio, Mock-Up Screens, Rational Rose
SDLC Methodologies Waterfall, Waterfall Scrum Hybrid, Scrum, Agile-Scrum, Agile
Business Skills Process Modeling, Change Management, GAP Analysis, Impact Analysis,
SWOT Analysis, JAD Sessions, Project Scheduling, Project Budgeting
Data Warehousing Data Modeling, Data Marts, OLTP, OLAP, Data Mining, Slicing/Dicing, Drill Up/Drill Down.
Requirement JIRA, Rally, HP ALM, MS Office, Confluence, ClearQuest
Management
Testing Tools HQPC, Postman
Reporting/BI Tools Tableau Desktop, IBM Cognos
Methodology Tools JIRA, HP ALM, RALLY
Databases MySQL, Oracle, MS Access
Languages XML, SQL
Operating Systems Windows XP/10, Linux, Mac OS
PROFESSIONAL EXPERIENCE
Wells Fargo Charlotte, NC April 2018-Present
Sr. Business Analyst/ Scrum Master
The project was Implementation of the Guidewire systems. We were replacing the Legacy systems with the Guidewire centre
which is an end to end solution and supports Policy Admin and Claim Centre. The scope of the project was to consolidate
multiple Policy Administrating Systems in Guidewire Policy Center and the application tested was a web-based Claims
application known as Guidewire Claim Center, Guidewire provided claims solutions as well as documentation management.
Responsibilities:
Worked as Business Analyst for the project to gather and document verification requirements for Policy, claim centres
and Contact manger and as well as billing canter.
Applied underwriting knowledge of guidelines while underwriting all types of loans including Conventional, VA, FHA,
Residential and Commercial mortgage loans.
Captured business requirements in form of user stories using JAD sessions, brain storming sessions, focus groups
and personal interviews to understand current policy administration system and ensured coverage on business values,
story points and acceptance criteria.
Involved in the project to enhance/replace the existing policy system including: product definition, quoting, binding,
endorsements, and renewals.
Analysed and checked for missing values, data structures, data sanity of the legacy system's data using R Studio.
Gathered requirements for the Guide wireWorker's Compensation, Personal Auto and Commercial property in Claims
Centre.
Collaborated with the business team in the creation and completion of project charters and project scope for
Guidewire Policy Centre and Claim Centre.
Analyze and interpret complex commercial mortgage documents, financial documents and leases.
Extensive experience in performing data analysis, data cleansing in source systems, creating Data Quality Rules and
preparing data mapping documents for migration and ETL into Salesforce and CRM.
Performed data migration and data management
Performed in-depth data analysis and collaborated with multiple business stakeholders to formulate data and functional
specification documents that were leveraged by the development and testing teams to successfully implement and test
applicable products.
Originate mortgage loans by establishing client relationships, maintaining referral partnerss and marketing to potential
new sources
Researched and Analysed Business needs and ways to improve property and casualty (P&C) specifically policy contracts
and processes administration.
Writing requirements specifications according to templates, using natural language simply, clearly, unambiguously, and
concisely for data migration business management projects.
Captured business requirements in form of user stories using JAD sessions, brain storming sessions, focus groups and
personal interviews to understand current policy administration system and ensured coverage on business values, story
points and acceptance criteria.
Identified gaps in existing Policy Administrating Systems and Guidewire Policy Centre and diligently designed as-is and
to-be process, in scope and out of scope documents.
Trouble shoot overlap and data quality issues by looking through the office of existing policy administration's data
lineage, systems, and triggers for signs of bugs and malfunction.
Involved in project to configure claims system to incorporate worker's comp claims data from various legacy systems as
the responsibility for the administration of the state's Worker's CompensationSecurity Fund was transferred to the
organization.
Involved with functional team that implemented an On-line Auto/Property Quoting and Binding solution for the
Customers First Internet team
Generated automated scripts for Guidewire Quick Quote, Application and Policy Binding Processes
Performed data integration and data mapping and data extraction management along with data cleansing while
migrating data from legacy system to Guidewire Policy Centre with Guidewire Data Hub.
Environment: SCRUM, MS Visio, MS Office Suite, AJAX Framework, Selenium Testing Framework, POSTGRE SQL , Apache
Tomcat, Outlook, CRM Systems.
Bank of America Charlotte, NC Feb 2017-Mar 2018
Business Analyst/ Scrum Master
The project I worked on was aimed to integrate the present trading system with the latest Order management and trading
settlement system. Assisting Capital Bank management through various interfaces, meeting customers' financial needs and
matched them with Bank products and services to maximize the financial efficiency
Responsibilities:
Conducted formal interviews, Live Meetings and JAD sessions with business users Subject Matter Experts (SME's) for
requirement gatheringDesigned Test Strategy and Test Plan to ensure the features to be tested are documented.
Called upon as SME in mortgage origination procedures to assist in answering questions for Business Analysts and IT
developers.
Process mortgage applications in accordance with company compliance policy
Closely work with Project Manager and Coordinates the Testing tasks
Conducts review and approval of UA test cases with Business Analyst and SME's
Manages and supervises the Testing team throughout the UA effort
Leads the overall QA effort and ensures progress and adherence to the QA plan and procedures
Ensures and enables communications between the Testing team and other project roles and personnel
Develop and Execute Functional and System Integration test cases
Raises risks, issues, and action items pertaining to QA.
Schedules and conducts testing status meetings per the QA and UA plan process steps
Tracks, produces, and distributes test case execution metrics per the QA plan process steps
Tracks, produces, and distributes UA defect metrics per the UA plan
Signoff UA as complete
Used Informatica PowerCenter to use the Designer component and created ETL source to target mapping document to
source data from file and load it into database.
Translates business and user requirements into detailed system requirements, swimlanes, mock screens, data models and
workflows for the ServiceNow technology organization
Maintain awareness of regulatory controls and the confidentiality requirements of sensitive HR and other regulatory data
elements of Peoplesoft HCM system.
Conducted Gap Analyst for requirements of IBM mainframe HR applications and Systems to be implemented such as
Kronos, ADP and PeopleSoft.
Draft and maintain ETL jobs to sync data between AWS and Salesforce utilizing Informatica
Have developed reports using Tableau or Power BI.
I document all System Requirements Specification onto SharePoint for documenting reasons
Work experience with the enterprise IAM (Identity and Access Management) team to implement and automate processes.
Analyze legacy architecture to examine the as-is process using swim lanes and interact with the client's application teams
in order design and build blueprints for the to-be architecture for the new Identity & Access Management ( IAM) platform
Conducted analysis in implementing, maintaining, and enhancing its high enterprise-level data model architecture
using Informatica Power Center and Power Exchange tool.
Provide training and troubleshooting of application to Product Owners and leadership across the Americas, APAC, and
EMEA, including processing of ServiceNow tickets.
Led a team to export and archive cloud data out of a redundant Salesforce org for archival purposes.
Proficient at using data visualization tools such as Tableau, Power BI, and QlikView and experience in building ad-hoc
reports and KPI dashboards using Tableau leveraging multiple data assets.
Salesforce Administration including user provisioning, access control, and data updates
Documents and troubleshoots defects
Tracking this test case execution on day-to-day basis. Logging and tracking the bugs found during this execution phase
using ALM defect management tool and JIRA
Assists in building user acceptance test cases
Assists in conducting User Acceptance testing
As a scrum master helped the team perform at their highest level
Removed any impediments to progress
Facilitated meetings
Worked with product owner to make sure product backlog is in good shape
Conducted retrospective meetings
Organized and facilitated the sprint planning meeting
Environment: Agile, Advance Plax, Servicenow, Salesforce, GPP, AS/400, ServiceNow, Mainframe/DB2, J2EE, RUP, UML, Use
Case diagrams, Microsoft Visio, CloudBees, MS Project, AEM 6.1, IAM, MS Visio, Revenue cycle management, Accounting,
Postman, HP QC, JIRA, Confluence, Tableau, SailPoint, Power BI.
Columbia Bank, Fairlawn NJ Oct 2015 to Jan 2017
Business Analyst/ Scrum Master
The Project was in Lieu with the Risk Management and the goal of the project was to provide support in implementation of
BASEL III and CCAR compliance by ensuring data governance and quality. Worked with risk management team to support &
implement Basel III as well as CCAR reporting.
Responsibilities:
Identified the key business Metrics and determined business needs to document the business and functional
requirements.
Responsible for requirement management, coordination of development tasks and system integration testing and UAT for
Basel III and CCAR implementation.
Prepared the documents on work of the existing (AS-IS) process for the reporting and proposed the (To-BE) reporting
process.
Used Informatica PowerCenter to conduct thorough Data Analysis at different data sources and performed detailed data
profiling using SQL.
Leverage tools such as ServiceNow, and PowerBI
Developed Test Scripts and Use Cases Test for Kronos, ADP and PeopleSoft software.
Worked as a servant leader for the teams working with AWS tools such as EC2 to create instances, S3 buckets &RDS for
data storage, VPN subnets and ROUTE 53 for networking. IAM roles for user access in AWS.
Scrum Master for local and virtual teams utilizing JIRA. Facilitating all ceremonies and drafting artifacts Draft and maintain
ETL jobs to sync data between Salesforce, AWS S3, and other business systems
Working experience in SharePoint and provided the support for SharePoint implementation/migration.
Used Informatica PowerCenter to perform ETL tasks for complex Data Systems Analysis.
Release of Salesforce change sets into QA and Production environments
Derived IAM solution requirements or development requirements by working closely with Systems
Knowledge of Financial and Management Reporting, Business Process Reengineering, Forecasting and Capital Budgeting,
KPI reporting, Ad Hoc reports, Dashboards creation and maintenance using Tableau, Micro Strategy and Power BI for
the business.
Established the SDLC for the Salesforce.com platform around Agile principles
Responsible for data analysis, identifying gaps, and authoring data dictionary, published end to end flow to position data
into Basel III data warehouse.
Facilitated data quality checks and ensured correction of data quality issues from source systems and improved reference
data sourcing for facility, counter party and other relevant attributes.
Coordinated with the CCAR capital planning team for identifying the different data attributes that are relevant for
generating the monthly, quarterly and annual report projections.
Analyzed the feasibility of the existing system to incorporate amendments to the capital plan and stress test rules.
Developed specifications to build Basel III reporting data store and collaborated with offshore technical team on Oracle
database design and implementation.
Used SQL queries to identify data attributes required for generating the different CCAR reports and schedules.
Performed detailed research on their existing financial transaction process and reporting methodologies. Organized and
scheduled user interviews, user meetings, and JAD sessions.
Modeled and reviewed all current operational data structures and recommend optimizations and reconfigurations to Data
Architects for implementation.
Designed and Developed MDM and started Data governance initiative. Defined best practices, policies and procedures
regarding Metadata Management, Data Profiling, Data quality, data storage and archiving, disaster recovery, security and
data dictionary metadata standards
Environment: Waterfall -Scrum, Oracle, Service-oriented Architecture, JIRA, HPALM, Informatica, IBM Cognos, IBM Rational
Rose, BPMN 2.0, Microsoft Visio, Azure, SharePoint 2013, MS Dynamics, Java/J2EE, JSON, Spring, JavaScript, HTTP, XML,
Eclipse, Apache Tomcat.
YES Bank Mumbai, MaharashtraAug 2013 to Sep 2015
Business Analyst
The project involved in converting its dispersed legacy systems into one integrated system to support all itsbusinesses.
Analyzed the requirements of the project and was involved in designing the proposed Data warehouse. It was crucial to
support the project by investigating data extract issues and completing several enhancements to the Data Warehouse System.
Responsibilities:
Involved in Logical & Physical data modeling, Database design, ETL process, Data analysis, Documentation and
Implementation & Support
Involved in gathering and analyzing business requirements. Conducted JAD sessions with management, vendors, users and
other stakeholders to develop specifications
Created the Conceptual and Logical data model to illustrate the requirement to functional and technical team
Helped the data architect to create database objects, install and deploy database, integrate high-levelbusiness rules with
code, select unique identifiers and normalize the data model
Carried out Data mapping work between legacy and prospect systems using Excel extracts
Followed Service - Oriented Architecture (SOA) for the data mapping process
Involved in walkthroughs with business and development teams
Played a major role in support of SQL Server Analysis Services (SSAS) CUBE
SQL validation scripts are run on the data to determine which data elements from the client data can be populated into the
database
Conducted User Acceptance Testing on the application - resolved issues from the participants, prepared and submitted
Test Analysis Reports and participated in Product Readiness Review
Environment: Windows XP, MySQL, MS Access, MS Visio, MS Excel, JAVA, SSAS
HDFC Bank, Bangalore, India Jun 2012 to Jul 2013
Business Analyst
The project aimed to develop an Enterprise Reporting System to support the performance analysis related to credit card
business with credit limit enhancement and various reward offerings (seasonal and annual benefits). The whole application
processes involved a DW implementation that comprised of an ETL process for transactional data, Filter process to identify
valid transactions, Calculation process for transaction and reward fee calculation. The end user interface was a web based
OLAP reporting system implemented in SAP BO suite to provide business intelligence capability.
Responsibilities:
Served as a liaison between business team and the project team by assisting the business in identifying, understanding,
and documenting their business needs.
Involved in Joint Application Design (JAD) sessions to gather business requirements and to identify data stewards.
Worked with business users and analysts to understand the requirements for mastering the data obtained from various
sources and loading the golden records to the target MDM database.
Utilized previous experience and helped team in creation of Schema design in Erwin and implement in database and
preparing the technical design document.
Translated the business needs into system requirements, communicating with the business on a non-technical level, and
with the System Analyst on a more technical level.
Instrumental in development of High-level design, Conceptual design, Logical and Physical design for Database, Data
warehousing and many Distributed IT systems along with data architects.
Assisted in performing Data mapping testing in Informatica Data quality at each step of ETL mapping to ensure correct
data in flow and outflow.
Provided support to troubleshoot Dashboards and generated reports using Crystal reports, Xcelcius and helped resolved
the root cause of production issues and streamline the business intelligence processes
Collaborated with team members and management to identify and solve data quality issues
Documented and delivered Functional Specification Document to the project team.
Assisted the PM in setting realistic project expectations and in evaluating the impact of changes accordingly.
Gathered requirements for Client-Side Validation, and Server-Side Validation. Responsible technical writing for API
development. Documented REST API request and response flow in XML format.
Conducted UAT to verify whether all the requirements were catered by new data warehouse.
Provided technical assistance in identifying, evaluating, and developing systems and procedures that are cost effective and
meet business requirements.
Environment: MS Project, MS Visio, Informatica MDM, Informatica Data Quality, SAP BO suit, Xcelcius, Crystal Reports, SQL,
Oracle 10g, MS Office, MS Visio.