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Sandeep Francis - Business Analyst

[email protected]

Location: Fishers, Indiana, USA

Relocation: Yes

Visa: H4EAD

SANDEEP MICHAEL FRANCIS ANTHIC Email id: [email protected] Cell #: +737-279-3522 Summary: Certified Scrum Master with an overall 10+ years of experience including Analyst and Business Analyst roles through Banking/Financial clients. In depth Knowledge in SQL. Experience working on Salesforce Application. Ability to understand different Data tools like Power BI, Hadoop etc. Experience in SDLC, Waterfall Processes, Agile Strong Knowledge of Iterative Software Development Life Cycle. Experience in Business Process Modeling, Requirements Gathering, Fit-Gap Analysis, Feasibility studies. Ability to Analyze and Classify a Business in terms of Business Functions Processes and the information they use. Proficient at creating detailed Use Cases, Activity Diagrams using MS Visio, MIRO. Experience in authoring Business Requirement Documents (BRD) by gathering Business System Requirements, defining Business Processes, GAP Analysis. Proficient in transforming business requirements into user requirement specification, Functional Requirement Specifications Document (FRD) and Use Case Narratives Well versed in conducting effective and productive application development sessions with SMEs, software developers and QA teams for project meetings. Ability to successfully manage multiple deadlines and multiple projects effectively through a combination of business and functional skills. Successful as a team player to work in conjunction with Testers, Developers and other Team members in Validation and Testing Complex Scenarios and projects and in the maintenance of Quality Standards in Projects especially with Test Director. Experience in UAT Testing. Expertise in Analysis of Problem Severity, Defect Tracking and Reporting System Strong Work Experience in Web Banking/ GPS/GPP Application, Fixed Income Trading, Payment processing, Payment Gateway. Extensive experience as Static Data Business Analyst in Banking. Ability to create Process flows and break down requirements for better understanding. Strong Communication, Problem Solving, Organizational, Interpersonal, and Presentation Skills. Professional Experience: Prudential Financial, Newark NJ Business Analyst Apr 2023 Present Currently working as a Business Analyst with Life Benefits Train with Prudential in the Digital Intake Life Claims team which works towards the enhancement and maintenance of the User Experience through the Digital Portal for claims so that the user gets a robust experience on the application when they file for claims. The application used for this purpose is Promise 360 (P360) which is a Salesforce application. Responsibilities: Collect, clean, and analyze data to assist in making data driven decisions and determine business case and source of value. Develop a deep understanding of current business processes to support the Product Owner in building a product that is practical within existing business rules. Support the Product Owner in capturing and analyzing Acceptance criteria. Plan and develop a roll-out plan. Handling strategic questions and concerns from business partners and leaders Support with design work as a flex resource (e.g., customer interviews, workshops etc.) Support recurring production releases and assist with testing/validation efforts to ensure acceptance criteria is met on stories being developed. Present insights, progress and recommendations to the team and leadership. Support the product roll out plan and post implementation success measurement i.e. Objectives and Key results to inform future product iterations. Work alongside PO to decide and finalize agendas for discovery sessions. Facilitate and run discovery sessions and document requirements using MIRO. Create and refine stories in JIRA in consultation with PO and Tech Leads Facilitate and run JAD sessions and document action items, key takeaways, and parking lot items. Create shell stories for the requirements captured in MIRO. Point of contact for developers to answer functional questions. Support PO activity like managing the board, linking of stories, templates for features and stories, prioritization of work. Work along with PO to determine assignment for upcoming PI s Setup meetings with specific agenda as to what the goal of the meeting is which include Purpose, Agenda, Objective and Deliverable. Documentation of meeting and meeting minutes Responsible to bridge gap between front end and back-end teams Facilitating Demo s for the train and also answering any questions on functionalities USAA, San Antonio TX Business Systems Analyst Jan 2022 Mar 2023 Worked as an Analyst with the Member Debt Solutions ART(MDS). MDS is a part of Retail Banking Operations (RBO). As an ART MDS covers Digital Collections Teams. Digital Collections is the loose term for a set of capabilities that allows USAA to conduct collections business processes with a member through different Digital channels. Responsibilities: Assist at the ART level in documenting and organizing/conducting sessions/events. Work with RTE to ensure the Agile teams are equipped efficiently with all the necessary resources at the ART level required to do the job. Effective communication with the Scrum Masters to ensure all the ART level requirements are met for the teams. Document and publish notes for all ART level ceremonies and upload them to Wiki and BOX respectively. Work with PCA team to ensure all team members have their respective EPMS buckets to enter time for the work done. Provide hands on facilitation of major Agile ceremonies across multiple development teams to support a smooth transformation to Agile practices. Support efforts to resolve systemic impediments that continually block teams within their organization. Perform risk, issue and dependency management for the teams and or the program and ensure compliance with company and regulatory policies and procedures. Ensure effective communication within and across teams and Programs; schedule and facilitate cross-functional meetings and reports which effectively provide transparency on the team s/programs progress and productivity. Act as Agile SME to teams, product owners and participate in Scrum Master level ART ceremonies and meetings. Adhere to Enterprise Project Management Office (EPMO) processes, procedures, controls, standards, tools and templates (as required), as well as ART standards. USAA, San Antonio TX Business Systems Analyst Jun2021 Dec 2021 Worked as an Analyst with USAA Global Sourcing and Procurement (GSP) department with Third Party Risk Management (TPRM) with the Data and Analytics team (DNA). The DNA team builds and maintains data pipelines for the Third-Party Data & Analytics (TPDA) team. The DNA team also builds and maintains integrations between USAA and Third-Party applications that need data related to Sourcing, Procurement, or Third-Party Risk Management (TPRM) Responsibilities: Provide guidance to Product Owners to breakout epics and features into user stories. Collaborate with Product Owners on Technical enabler stories. Understand and address compliance, risk, and audit issues related to IT functionality. Understand and address TPRM and GSP applications issues/defects. Assist the IT QA Testers with the development of test plans, specifically those for integrations. Support the Agile teams with requirement analysis, feedback on UI design, data mapping exercises, system flowcharts and facilitate clarity between Business and IT. Provide clear communications and continuously support the IT team by assisting in driving projects from inception to completion. Assist IT management with other requests as needed. Citigroup, Getzville NY Mar 2018 Mar 2021 Client Onboarding Analyst MUNI Institutional Sales Worked with Citigroup in Getzville NY with the Client Onboarding Team, which deals with Onboarding clients onto trading platforms enabling them to conduct trades through Citi. Responsible for implementing and managing a smooth process in handling all the aspects of onboarding a client so that they are ready to do business with Citi. As a global, cross asset class function responsible for both the client experience during the onboarding process and the overall quality of client/customer data. Client Onboarding is part of the Account Control department within the Information Services Group (ISG) Responsibilities: Worked with Fixed Income Trading System: Bloomberg Portfolio System, Market Axess, Tradeweb and handled Corporate Bonds, Mortgage-Backed Securities (MBS), Asset Backed Securities (ABS), Inflation-Linked Treasury Bonds (TIPS), Municipal Bonds, Preferred Stock. Responsible for managing and maintaining relationships with Salespersons as they pertained to new enhancements, GAP analysis, monthly reporting, and current expectations. Responsible for gathering requirements and making changes to client information and their trading needs with active communication with Salespersons. Acquired knowledge of the banking industry Fixed Income Trading, Municipal Bonds, MBS, etc. Responsible for the management of the software process from requirements gathering, documentation, management approval, client approval and final onboarding of the client. Identified, researched, investigated, analyzed, defined and documented business processes and Use Case Scenarios. Acted as the liaison between the business (Fixed Income) and the technology area to implement upgrades, create new reports and design future enhancements for the trading platform. Responsible for investigating and resolving any kind of trade related queries. Responsible for making daily, weekly and monthly reports for the work carried on the trading platforms. Single point of contact for onboarding MUNI (Municipal Bond) clients onto the platforms and enabling them for trading. Responsible for onboarding clients onto trading platforms like Bloomberg, Tradeweb and Market Axess. Responsible for keeping client information updated on Citi Internal Systems and the trading platforms and to ensure it is in sync with Citi and across the trading platforms. Experience in using trading applications like Bloomberg, Tradeweb and Market Axess. Timely communication with Citi Salespersons who are in turn responsible for client trading and client relations. HSBC HDPI, Hyderabad India Sept 2011 Sept 2015 Business Analyst Global Office Setup Team / Payments HSBC Professional Services/Global Office Setup Team deals in the implementation, setup, and maintenance of GPS/GPP application which is used by HSBC banks and customers across the globe to make payments online. Responsibilities: Proficient in all phases of Requirement Management, including gathering, analyzing, detailing, and tracking requirements using Waterfall and SDLC methodologies. Experienced in documenting requirement using case and Activity diagrams also building business Process Flow Charts using Visio. Skilled at reviewing test cases making sure they are in accordance with requirements and assist the overall testing process by activities such as Change and Defect Management and conducting User Acceptance Testing. Excellent communication skills and adept at facilitating walkthrough and training sessions. Proven experience at, back-office operations, handling customer complaints, team co- ordination and team motivation. Responsible for setting up of the GPS/GPP (Global Payments System) application as per banking regulations received from the business for the country going onboard. Interfaced with stake holders and facilitated communication between client and IT department. Involved in creating targeted questionnaires for SME s, clients, and business users to gather requirements. Involved in feasibility and risk analysis to identify the business critical and high-risk areas of application. Worked as a liaison between users and developers to submit requirements and changes, clarify questions and issues. Experienced for organizing and documenting requirements, preparing use cases, writing business documents and reports in Pre-Testing phase. Worked on a team environment to finalize use cases to develop functional and detail design specifications of the application. Collaborated with QA team in reviewing and validating test plans and test cases ensuring that the final application catered to the user requirements. Developed a user acceptance test plan and test case scenarios to guide a select group of key end users in testing the user interface and functionality of the application. Responsible for taking the country onboard GPS/GPP keeping in mind all requirements are met and adhering to the Go Live date given by the business. Responsible for maintaining static data relating to the requirement received from the business and from different regions wherein the application is used. Responsible for maintenance of the GPS application after the country is on boarded GPS and payment operations commence. Accomplishments: Adjudged Star of the month within 2 months of joining the team. Lead the GPS/GPP releases and Go live processes with 100 percent quality and nil issues. HSBC HDPI, Hyderabad India Apr 2008 Sept 2011 Customer Service Executive Payment Investigations Processing Executive: A creative support professional with a record of increased responsibility. Proficient in prioritizing and completing tasks in a timely manner, yet flexible to multitask when necessary. Customer focused, enjoys learning new programs and processes. Attentive to detail and able to work in a fast-paced environment. Excellent listening skills, oral and written communications. Comfortable in interacting with all levels of the organization and public. Worked with FXAPO (Foreign Exchange and Advise of Potential Overdraft) which is the most critical queue in payment investigations. Responsible for handling all FX (exchange rate) related queries on payments made globally. Ensuring timely resolutions were provided for Process related queries and escalated referrals. Responsible for booking deals for payments by constantly communicating with Global Markets team and Treasury teams. Also involves recoveries due to various issues with payments processed incorrectly. Responsible for investigating and providing resolution for all the potential and actual recoveries for the payments processed in an incorrect manner by various departments and other banks. Responsible for generating profit and loss reports on a monthly basis for all the recoveries and resolution made to investigation cases. Experienced in UK Payments and payment gateways and payment investigations. Experienced in BACS, CHAPS, Faster Payments, SEPA payments. Ensured due diligence and adherence towards standard operating procedures and policies Resolve customer complaints and incidents of varying complexity on payments process (systemic and procedural) to enable process to continue to run and deliver service effectively by eradicating recurrences of loss instances. Identified deficiencies in the procedures based on an analysis of monthly reports and contributed significantly to the restructuring of procedures. Facilitating continuous improvement through the identification, implementation & sharing of best practice in conjunction with peers & the line management. Chasing banks through telephone, swift, mail and fax for fate of missing payment orders and making them reach the correct intended recipient. Trained several staff on different payment software and process work flows Coordinating with other HSBC branches spread across all over the world for any customer complaints and resolving them within the agreed time frame. Was involved in drafting procedures for various queues within the department. Played an active role in streamlining various queues by directing the flow queries received from other channels. Consistent Queue Monitoring and resolving all escalations within the stipulated time and making sure of meeting SLA s. Giving appropriate feedback to team members on all process related queries. Responsible for making calls to business areas for transaction queries. Taken ownership of conducting sessions for the team to highlight the need to provide comprehensive feedback in order to avoid redundancy of work and thereby improving the operator s process knowledge. Was point of Contact for all process related queries. Accomplishments: Worked on almost all the queues in EPS Customer Service Department. Adjudged the top performer for the month thrice. Adjudged Star of the Month . Adjudged Super Star of the quarter. Shared Team of the Quarter award. Achieved a record of processing 200 cases in a day against the set target of 80. Broke own record of 200 cases by processing 265 cases in a day. Also achieved the milestone of processing 332 cases in a day which is an all-time high in the process. Shared best practice and knowledge in the process. Ability to understand, suggest and take appropriate resolution. Expertise in problem solving techniques and payment routing procedures. Was trained on several complex queues apart from my own queue. Extracurricular activities at HSBC Selected as FLOOR REPORTER which is a part of the Site Communications Department for Payments Centre of Excellence. The role involves communicating the activities across HSBC. Actively participated in all major Site and COE level activities E.g. Walkathon, Starnite Jashn, Faces and Celeb etc. Participated in various Team and site wise activities including organizing and executing the activities. Peoplelink Solutions, Hyderabad India Oct 2006 Apr 2008 Account Manager - Recruitment Handled a team of 6 Recruiters and worked the requirements along with team. Checking the quality of resumes sourced by team members and handling the front end work i.e., sending the resumes to companies and getting in touch with HR Departments. Scheduling of interviews and following up with the same to take feedback and endorse the candidates matching the company s requirements. Attending job fairs for sourcing and recruitment of candidates as per requirements. Involved in screening of candidates by interviewing them for the initial rounds such as communication skills telephonic skills etc. before they are actually sent to the companies for further screening. Handled IT accounts like Alkatel, Novell, Satyam, Redhat Inc, Flextronics, Citrix, Dell, L&T Infotech, Symantec etc. Took up the challenging assignment on the first day of my job i.e., to make our consultancy enter into NON-IT sector to provide manpower. The process involved contacting HR-departments individually. Attended meetings with GM-HR and VP s and CEO s of the companies and discussed about our consultancy activities (work structure, facilitate man-power) resulting in establishing tie-ups with Pharmaceutical & Biotech companies (Albany Molecular Research, Bharath Biotech, Vimta Labs, Biological E Limited, Anu s Labs, Neuland Pharma, Aurobindo Pharma), Construction Companies (India: Lanco Group, DLF Group, L&T, GMR Constructions. International Companies: Al - Khaiema Group, Abu Dhabi National Co. for Building Material). Authorized signatory to sign agreements with the companies on behalf of our consultancy. Educational Qualification Master of Business Administration (Marketing) and (HR Minor) (2004-2006) From St. Joseph s Degree & PG College, Osmania University. Bachelor of Commerce. (2001-2004) From Keshav Memorial Degree college, Osmania University Keywords: quality analyst user interface business intelligence information technology golang purchase order microsoft Alabama Colorado Idaho New Jersey New York Texas