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Roopa - Business Analyst (Banking, Finace)

[email protected]

Location: Hillside, New Jersey, USA

Relocation: No

Visa: H4EAD

Roopa Puttanniah (C2C Only) Hillsborough, NJ, H4 EAD [email protected] https://www.linkedin.com/in/roopaa-puttanniah-397897258/ PROFESSIONAL SUMMARY Over 9+ years industry experience as Business Analyst in Financial/Banking services industry with excellent understanding of Business Requirement gathering, Business Analysis, Business Process Modelling. Excellent verbal and written communication, organizational, time management, lateral thinking and problem-solving skills Ability to multitask for various components of complex projects. Manage all aspects of new product implementation and existing product modifications to include but not limited to the design and development of services; act in a liaison capacity with affected departments. Ensure the development of appropriate recommendations and the implementation of those approved. Knowledgeable in change management or strong written communication skills with desire to learn and grow in this area. Strong organizational skills with the ability to self-manage workload with minimal direction in an unstructured environment. Ability to work independently, in a team environment, cross-functional activities and form solid business relationships across functions. Responsible for gathering, analyzing, and prioritizing deliverables to facilitate review and analysis for upper Management. Reviews and/or prepares reconciliations that require more in-depth research of out of balances and more extensive partnering with Business partners to resolve data discrepancies. Collaborate and communicates with peer Business partners across multiple areas to research and document explanations for variances, as well as internal clients. Day-to-Day focus on root cause analysis of issues/transactions, where expertise is required to interpret against policies, guidelines or procedures and provides recommendations for resolution. Ability to take ownership of issues and ensure timely resolution and escalate issues when appropriate. Proficient computer skills, particularly Excel (VLOOKUP s and pivot tables helpful). PowerPoint and Visio skills desirable. Responsible for facilitating complex projects through post implementation. Participates in meetings with line of business to identify the requirements in how an application looks and feels to end users and provide feedback. Strong interpersonal and communication skills (both verbal and written). Serve as subject matter expert on activities and provide guidance and training to less experienced personnel. Working with vendor and technical team to gain a thorough understanding of project functionality and provide insight on implementation. EDUCATION Bachelors in Computer & Engineering from Hindustan University, Chennai, India PROFESSIONAL EXPERIENCE City National Bank - Phoenix, AZ (Remote) Apr 2022 - Present Senior Business Analyst Assisting with identification, research, and resolution of various digital banking and related 3rd party services (ex: Bill Pay, eDeposit, etc.) Working closely with business partners to gather complex business requirements and facilitate solution design discussions to ensure you meet project needs. Build strong relationships, lead discussions, listen and ask the right questions to ensure solutions meet requirements. Use to build client-focused solutions that meet business requirements. Conducted project kick-off meetings, defined project objectives, scope tracked risks, assumptions and status of the project using JIRA Preparing and validating solution design documents around areas such as scope clarification, solution requirements, and quality assurance. Handles escalated digital banking issues, including vendor escalation, member communication, and coordination of internal communications. Assists with research, analysis, and quality assurance for new or upgraded features within digital banking and 3rd party services. Troubleshoots application issues across multiple browsers including Microsoft Edge, Internet Explorer, Chrome, Safari, Firefox, etc. Documented conceptual design of application in System Specification Document. Working with a Service Orientation by having a genuine concern for the needs of one s customers and by being friendly, professional and following through on commitment Performed testing on a data warehouse platform, including data integrity and data validation. Followed Agile Methodology to analyze and design business needs in an iterative manner. Demonstrating Humility in all interactions and remember to leave one s ego at the door when one arrives to work. Assisting with requirements gathering, analysis, and documentation responsibilities for assigned projects. Supporting end-to-end project implementation as a subject matter expert and provide guidance to a diverse team of technology and project professionals. Maintain a collaborative work environment and support team members to resolve organizational, operational, and process problems. Raymond James Financial - Saint Petersburg, FL (Remote) Feb 2020 Mar 2022 Senior Business Analyst Worked with Technical Developers team to ensure if they understand all the aspects of the requirements in the document, including assisting them with the Logical Data Modelling along with Unified Modelling Language (UML) diagrams. Created User Stories from the elicited requirements for the Development and Testing teams to track the activities with the business scenarios. Developed high fidelity and low fidelity prototypes like mock-ups and wireframes using Balsamiq tool. Conducted GAP Analysis by documenting the GAP between the AS-IS system and TO-BE system and organizing the plan to fill that GAP. Used software methodologies including Agile (Scrum) Scrum Waterfall methodology and Hybrid methodology. Worked with Project Manager in all the phases of Software Development Life Cycle (SDLC). Worked closely with other Business Analysts for conducting the various analysis such as Gap Analysis (GI), Document Analysis (DI), Stakeholder Analysis, SWOT Analysis and Cost-benefit Analysis. Collaborated with associated Business Analysts in preparing the Business Requirement Documents (BRD), Functional Requirement Document (FRD) and System Requirements Specifications (SRS). Tracked and managed the requirements using Requirement Traceability Matrix (RTM), which controls numerous artifacts produced by the teams and also handled requirement churn for the team. Assisted Project Manager in creating several documents such as Project Charter, Project Budget Allocations, Work Breakdown Structure (WBS) using MS Project. Documented Bug report and categorized them based on the severity level and priority level using JIRA. Played a key role in the User Acceptance Testing (UAT) and unit testing and implementation of system enhancements and conversions. Assisted in creating test plans and test cases and was involved in System Integration Testing, reviewed test results and provided analysis for the same. UBS - Princeton, NJ Aug 2018 Jan 2020 Business Analyst Conducted collaborative workshops with stakeholders and divisional heads of each division to collaborate and better understand their requirements. Involved in Configuration Management, Requirement management and analysis Conducted user interviews, gathered requirements in JAD sessions with business team to prepare User Stories using JIRA. Organized and conducted User Acceptance Testing with business users Conducted GAP analysis to assess variance between business requirement and current capabilities. Created component and sequence and process flow diagrams using Unified Modelling Language (UML). Worked closely with the development team to analyze and troubleshoot bugs using defect tracking tool JIRA Define the data sources, data loads and data transformation using ER Diagrams. Prepared and maintained the Requirement Traceability Matrix (RTM) for business and functional requirements. Responsible for identification and creation of Business Requirement Document (BRD). Conducted JAD sessions, interviews to allow different stakeholders to communicate their perspectives with each other, resolve any issues and come to agreement terms. Proposed and implemented collaborative dependency web for auto task generation and alerts. Created sprint burn-down charts and facilitated scrum ceremonies. Assisted the testing team with User Acceptance Testing (UAT). Created test plans and test cases and supervised the execution. Broadridge - Lake Success, NY Apr 2016 Jul 2018 Business Analyst Worked extensively with Stakeholders and Wealth Managers to have a better understanding of the business requirements by prototyping and meetings. Worked closely with the development team to ensure that business needs are fulfilled, and deliverables are produced within specified budget, quality, and time. Conducted AS-IS and GAP analysis by comprehending the previous system, understanding business processes, interviewing the wealth managers and the proposed application. Managed Product backlog and created user stories with detailed acceptance criteria. Participated in Scrum Sprint Planning Sessions, User Story Grooming, Sprint Retrospective meetings, Reviews and Daily Standup meetings. Assisted UI team in designing the user interface screen layout. Assisted QA in creating and validating test cases to ensure all the functionalities are properly tested through Integration, System and Regression testing. Created data mapping documents for the application to match database fields to UI. Interacted with senior business analysts to conduct training sessions to make the users comfortable with the functionality. Interacted with Business and change management teams for better understanding of the requirements. Conducted extensive data analysis of different databases which were going to be part of the application to understand the attributes, schema, and data structure. Organized the project into phases to impose management control using stage-gate reviews such as high-level user stories, test scenarios, Client reference data, Data Mapping, ETL etc. Created data mapping document for the application after finalizing the attributes and tables with business users Interacted with developers, UI designer and UX to make sure that application is being built accordingly and made sure of the timely delivery. Documented Test Plan, Test cases, performed functional and regression testing and Facilitated UAT and recorded the user feedback for future changes. FIS Global - Chennai, India Sep 2013 - Feb 2016 Business Analyst Involved in all the phases of a System Development Life Cycle (SDLC) to ensure that business objectives were met. Evaluated solutions for business problems/bottlenecks and evaluated alternate methods to increase efficiency and improve control. Analyzed and documented information system requirements and the corresponding impact on business processes. Maintained the Requirements Traceability Matrix (RTM) across the deliverables of a project. Conducted Joint Application Development (JAD) sessions and well experienced in interacting with individuals at all levels. Consulted with users, resolved problem to meet specific technical and business needs. Project duties included multiple task project assignments, scheduling and tracking, facilitating meetings with all levels of the business community for requirements gathering, project development, design considerations, impact and risk analysis, and quality control of client acceptance testing. Performed testing on a data warehouse platform, including data integrity and data validation Utilized corporation developed SDLC methodology Involved with end user meeting to get requirements for new builds of the existing system Created use-case diagram to help development teams visualize the functional requirements of a system, as well as the relationships among different use cases Assisted the testing team in preparing Test Plans and Test cases, detecting bugs in the system. Conducted functional walkthroughs, User Acceptance Testing (UAT) sessions, and supervised the development of User Manuals for customers. Prepared reports and presentations for weekly management meeting to update senior management staff on project deliverables, progression and timelines. Trained team members on project knowledge and business processes. Keywords: quality analyst user interface user experience microsoft Arizona Florida New Jersey New York