Surendran Shanmugasundaram suren.s126@gmail.com 972-832-0157

 

Objective

 

Seeking a Business Analyst role which leverages my techno-functional knowledge of financial domain especially in Mortgage, Auto finance and experiences in Data warehousing, ETL process, SQL & Oracle to enhance synergy between business and technology and help clients achieve their targets in a proficient manner.

 

Worked for SunTrust Banks (5 yrs), Capital One Banks (3.5+ yrs) & JP Morgan & Chase (6 months) for an overall 9+ years of experience under financial domain.

 

Summary

 

·               9+ years experience in Requirements analysis and elicitation, Gap Analysis, UAT validations, Business system analysis, Data migration, Data warehousing, ETL process and support to development and testing teams throughout the project Implementation timelines.

 

·               Functional domain experience involves Mortgage & Auto Finance domains in the banking sector.

 

·               Played team lead role in a Migration project involving migration from Mainframe to ETL Ab Initio and led a team of 12 and successfully achieved targeted deadlines.

 

·               Experienced in performing and coordinating User acceptance testing and Functional Testing.

 

·               Experienced in working on process flow diagrams using Visio.

 

·               Worked on software development Models like Waterfall model, Agile model and RUP model. And experienced in writing clear and concise agile user stories and Acceptance criteria.

 

·               Experience in Mainframe Technologies as BSA-Developer for 3 years.

 

·               Experiences working in a Matrix environment. Hands on experience in conducting and managing User Acceptance Testing (UAT), Class Room Pilots.

 

·               Excellent analytical, problem solving, communication and interpersonal skills.

 

TECHNICAL SKILLS:

 

Methodologies:	RUP, UML, Full SDLC, AGILE
Project Management:	Microsoft Project, Microsoft Office
Business Modeling Tools:	Rational Rose, Microsoft Visio
Change Management Tools:	Rational Requisite Pro
Operating Systems:	Windows Family
Programming Languages:	SQL, Visual Basic, C, C++, Mainframe
Databases:	DB2, Oracle 8/8i/10g, MS SQL Server 7.x/2000, MS-Access, Teradata
LPS Mortgage servicing Tools:	LPS Passport, LPS - MSP, BDE, LPS Navigator MS Visio, MS office, Teradata SQL Assistant, SQL Server Management Studio, Knowledge link
Defect management Tools:	Quality center – ALM

 

EDUCATION AND CERTIFICATIONS

·   B, Tech in Information Technology, Anna University, India

·   Infosys Foundation in Banking – I

·   Infosys Securities Overview

·   IIBF Certificate in Banking

·   Infosys Foundation Course in Banking- II

 

SOFT SKILL COMPETENCIES

·   Excellent Communication, Presentation and Interpersonal Skills

·   Work under pressure and meet aggressive deadlines and willing to go the extra mile for the team.

·   Willing for challenges and oriented towards project quality goals

·   Ability to build profitable, mutually beneficial long term relationship with Clients

 

Professional Experience

 

 

 

Client No 5:	Time Warner Cable
Location:	Charlotte, NC
Position:	Business systems Analyst
Duration:	Jan 2015 – till date

 

Project 2: Maintenance BAU Project – Billing system data warehouse, BI reporting

 

Role: Business system Analyst

 

Time Warner Cable Enterprises Inc. (TWC), is an American cable telecommunications company that operates in 29 states and has 31 operating divisions. The data from all ongoing billing systems are loaded into the Data warehouse landing area and then the data is cleansed, Roll up and key generations are done and loaded into the staging area and then in to Data warehouse. Also there are multiple reporting layers downstream to the EDW such as DL layer, EDS layer, and Fed Mart. The data is primarily used for reporting and analytics by the Business to come up with strategic decisions.

 

Responsibilities

 

·   Interacted extensively with upstream/downstream teams, Business stakeholders, Users to define accurate requirements and developed the Functional requirements Documents (FRD).

·   Interacted with Business team to prepare the detailed mapping document and work with the developers and testing team to support throughout the project lifecycle.

·   Create process flow diagrams and swim lane diagrams using Visio to explain the Business / data process.

·   Write test cases and perform testing before passing on to the end users for UAT.

·   Run SQL queries in DW or operational environment to perform data analysis on UAT defects or issues.

·   Utilized Quality center for all defect tracking and Implementation in QA and PROD.

·   Interacted with Business and conducted User Acceptance Testing (UAT) to check the functionality of the system

·   Perform post production validations and coordinate with Business to get a sign off.

 

 

Environment: MS Visio, MS office, Quality center, WinSQL

 

 

 

 

Client No 4:	Capital One Bank
Location:	Plano (TX)
Position:	Business systems Analyst
Duration:	Aug 2014 – Dec 2014

 

Project 2: Maintenance Project in RUP model – Home Loans DDE, MSP BDE Loan Servicing data load into Service Cloud

 

Role: Business system Analyst

 

Capital One Financial Corporation is a U.S. based bank holding company specializing in credit cards, home loans, auto loans, banking, and savings products. All ongoing Mortgage originations and Servicing data are received from upstream application or outside vendors on the DDE (Data distribution environment) layer and it is cleansed, transformed and provided to multiple applications and teams for theirs downstream operations in Loan servicing and BI Reporting where ever necessary. The data also get loaded into ORE – Operations environment for reporting, also into Teradata DW for Analytics.

 

Responsibilities

 

·   Interacted extensively with upstream/downstream teams, Business stakeholders, Users to define accurate requirements and developed the Functional requirements Documents (FRD) for the DDE process.

·   Perform Agile ceremonies such as grooming requirements with the team, creating user stories and acceptance criteria and sprint planning, story pointing, and prioritization meetings with product owner and lead the project team to achieve its deliverables.

·   Work with Product Owner on the creation, prioritization and maintenance of a healthy backlog of epics for the team.

·   Interacted with Business team to prepare the detailed mapping document and work with the developers and testing team to support throughout the project lifecycle.

·   Create process flow diagrams and swim lane diagrams using Visio to explain the Business / data process.

·   Providing MSP Loan servicing BDE data load into Service cloud application which handles Default Management process.

·   Provided daily and weekly updates to managers on artifact and application status to help prepare accurate project timelines and resource estimates

·   Write test cases and perform testing before passing on to the end users for UAT.

·   Run SQL queries in DW or operational environment to perform data analysis on UAT defects or issues.

·   Receive XML, flat fixed length, flat delimited type files and from upstream systems and create ETL process as per requirements.

·   Interacted with Business and conducted User Acceptance Testing (UAT) to check the functionality of the system

·   Logged HP ALM tool for UAT and PPV defects.

·   Perform post production validations and coordinate with Business to get a sign off.

 

 

Environment: MS Visio, MS office, Quality center, Teradata, SQL Assistant, SQL Server Management Studio

 

 

Client No 3:	JPMorgan & Chase Banks
Location:	Houston (TX)
Position:	Business systems Analyst
Duration:	Mar 2014 – Aug 2014

 

Project 1: – Commercial Banking Data warehouses – Maintenance

 

Role: Business systems Analyst

 

The Commercial Banking Data warehouses – Maintenance changes includes changes to CB database such as CBBI SQL DB (Commercial Banking Business Intelligence) and BID Oracle DB (Business Intelligence Database) platforms. These platforms have JPMC Commercial banking data for business teams to create their reports for Analytics, Reporting and Business Intelligence.

 

Responsibilities

 

·   Involved in meetings with Business stakeholders to identify problems and improve the process to ensure a stable and accurate solution.

·   Interacted extensively with Business stakeholders and Development Leads to define accurate requirements and develop the Functional Requirements Documents (FRD) for the Data warehouse changes.

·   Conduct Joint Application Development (JAD) sessions with Business team, end users, and other stakeholders to quickly arrive at solutions to update the requirements.

·   Create ITSM to schedule UAT and Production deployments. Obtain all approvals and coordinate the Production Implementation with the DBAs.

·   Conduct User Acceptance Testing (UAT) and obtain UAT sign off to check the functionality of the system before production implementation.

·   Interact and coordinate with Business team, SMEs, developers, testers to prepare the Functional requirements doc, mapping document, obtain sign off and work with the developers and testing team throughout the project lifecycle to get the requirements implemented successfully.

·   Provided daily and weekly updates to managers on artifact and application status to help prepare accurate project timelines and resource estimates

 

Environment: MS Visio, MS office, ITSM, SQL Server Management Studio, Share Point

 

 

Client No 2:	Capital One Bank
Location:	Richmond (VA), Plano (TX)
Position:	Business systems Analyst
Duration:	Oct 2010 - Feb 2014

 

Project 1: Development Project in RUP model – Loan Identifier Future transformation project

 

Role: Business system Analyst

 

The Loan customer Remediation project was created to address the fact that Capital One Auto Finance is running out of Loan servicing Account numbers. The Loan Identifier future transformation project will add the ability to assign new loan customer numbers by creating a new loan Loan servicing system and Bank and Key branch in all the existing tables and files across the entire COAF (Capital One Auto Finance) applications and data environments.

 

Responsibilities

 

·   Involved in meetings with users, stakeholders to identify problems and to resolve issues and improve the process to ensure a stable and accurate solution.

·   Interacted extensively with Subject matter experts, Business stakeholders, Users to define accurate requirements and developed the detailed Business Requirement Documents (BRD) for the Data warehouse environment – ORE Operational reporting environment, LRE Legal reporting environment, ADW Analytical environment – Auto Data warehouse.

·   The Detailed Business requirement document contains the Business requirements, system requirements and the data requirements required to be available in the Data warehouse.

·   Worked on XML, flat fixed length, flat delimited type files that are received from upstream systems/teams.

·   Utilized Rational Unified Process (RUP) iterative guidelines on all the phases (Inception, Elaboration, Construction and Elaboration) for development of the Application

·   Conducted Joint Application Development (JAD) sessions with management, end users, and other stakeholders to synchronize and update the requirements requested by business users.

·   Interacted with Business team, SMEs, developers, testers to prepare the Business requirements doc, detailed mapping document and work with the developers and testing team to support throughout the project phase to get the requirements implemented.

·   Provided daily and weekly updates to managers on artifact and application status to help prepare accurate project timelines and resource estimates

·   Interacted with QA and conducted User Acceptance Testing (UAT) to check the functionality of the system

·   Involved in task documentation at all levels and interacted with the developers to report and correct bugs

 

 

Environment: MS Visio, MS office, Quality center – ALM, Teradata SQL Assistant, SQL Server Management Studio, Knowledge link

 

Project 2: Development Project in RUP model – Technology enhancements and Data delivery

 

Role: Business system Analyst

 

Capital One Financial Corporation is a U.S. based bank holding company specializing in credit cards, home loans, auto loans, banking, and savings products. The scope of the project is to provide a flexible and scalable data model that will accommodate reuse and integration of Auto Data Warehouse data requirements for analytics. Also origination & servicing operations data is captured in ORE (Operation Reporting Environment) and Legal information is captured in LRE (Legal reporting environment). Define and deliver business requirements. Document and provide traceability for requirements being delivered by other subject areas. Identify and source data per requirements.

 

Responsibilities

 

·   Involved in meetings with users, stakeholders to identify problems and to resolve issues and improve the process to ensure a stable and accurate solution.

·   Interacted extensively with Subject matter experts, Business stakeholders, Users to define accurate requirements and developed the detailed Business Requirement Documents (BRD) for the Data warehouse environments – ORE Operational reporting environment, LRE Legal reporting environment, ADW Analytical environment – Auto Data warehouse.

·   The Detailed Business requirement document contains the Business requirements, system requirements and the data requirements required to be available in the Data warehouse.

·   Utilized Rational Unified Process (RUP) iterative guidelines on all the phases (Inception, Elaboration, Construction and Elaboration) for development of the Application

·   Conducted Joint Application Development (JAD) sessions with management, end users, and other stakeholders to synchronize and update the requirements requested by business users.

·   Interacted with Business team, SMEs, developers, testers to prepare the Business requirements doc, detailed mapping document and work with the developers and testing team to support throughout the project phase to get the requirements implemented.

·   Provided daily and weekly updates to managers on artifact and application status to help prepare accurate project timelines and resource estimates

·   Interacted with QA and conducted User Acceptance Testing (UAT) to check the functionality of the system

·   Involved in task documentation at all levels and interacted with the developers to report and correct bugs

 

 

Environment: MS Visio, MS office, Quality center – ALM, Teradata SQL Assistant, SQL Server Management Studio, Knowledge link

 

Project 2: Development Project in RUP model - Mortgage Data warehousing project

 

Role: Business system Analyst, Mortgage data steward

 

Capital One Financial Corporation is a U.S. based bank holding company specializing in credit cards, home loans, auto loans, banking, and savings products. The scope of the project is to provide a flexible and scalable data model that will accommodate reuse and integration of Mortgage Data Warehouse data requirements. All ongoing Mortgage origination operations data is captured and also to capture history selectively where relevant. Define and deliver business requirements. Document and provide traceability for requirements being delivered by other subject areas. Identify and source data per requirements.

 

Responsibilities

 

·   Involved in meetings with users, stakeholders to identify problems and to resolve issues and improve the process to ensure a stable and accurate solution.

·   Interacted extensively with Subject matter experts, Business stakeholders, Users to define accurate requirements and developed the detailed Business Requirement Documents (BRD) for the Data warehouse.

·   The Detailed Business requirement document contains the Business requirements, system requirements and the data requirements required to be available in the Data warehouse.

·   Utilized Rational Unified Process (RUP) iterative guidelines on all the phases (Inception, Elaboration, Construction and Elaboration) for development of the Application

·   Conducted Joint Application Development (JAD) sessions with management, end users, and other stakeholders to synchronize and update the requirements requested by business users.

·   Created Requirement Traceability Matrix and which maps the Business requirements to the system requirements and the maps the system requirements to the data requirements.

·   Interacted with Business team, SMEs, developers, testers to prepare the Business requirements doc, detailed mapping document and work with the developers and testing team to support throughout the project phase to get the requirements implemented.

·   Provided daily and weekly updates to managers on artifact and application status to help prepare accurate project timelines and resource estimates

·   Interacted with QA and conducted User Acceptance Testing (UAT) to check the functionality of the system

·   Involved in task documentation at all levels and interacted with the developers to report and correct bugs

·   Conducted training sessions for the users and also prepared user manuals for better understanding of the designed system for the users.

·   Performed Gap analysis for upcoming Payments data warehouse project by working with different department teams in Capital one, to see how much of the Payments data is already available in the different Data warehouses available such as BANK Data warehouse, Treasury Data warehouse, CARDS data warehouse and documented the gap analysis results in a efficient manner.

·   Performing Data stewardship activities such as communication to the Business users, User acceptance testing coordination, Users Training on the Mortgage data warehouse, Metadata upload into Roachade, et al

·   Performed data quality checks and data cleansing activities on the source files and target tables.

 

 

Environment: UNIFY, MortgageBot, MS Visio, Rational Requisite Pro, MS office, Quality center, VSS, Teradata

 

 

 

Client No 1:	SunTrust Banks (employed with Infosys Technologies Ltd)
Location:	Richmond, VA
Position:	Business Analyst
Duration:	Jun 2005 – Sep 2010

 

Project 1: Platform Migration and development project – War on loss - Default Management

 

Role: Business Analyst

 

Today, Default Management in SunTrust as it occurs within the Mortgage and Retail Lending lines of business involves multiple, un-integrated applications. To combat the manual handoffs and other issues related, the vendor E Mason’s application Clarifire is used to provide the solution for the above issues, by implementing all these requirements in it and providing the data from SunTrust to support it. The Data transfer from SunTrust Bulk data extract involves data mapping and different transform rules. And it requires a data mapping document in ETL template where Ab initio tool will be used to implement the data transmission to Clarifire system.

  

Responsibilities

 

·   Documentation of the key components of the application with process flow diagrams.

·   Working with the MSP Subject matter experts to gather the system and ETL mapping requirements.

·   Analyze the MSP data available in Passport and the Mortgage data available in BDE database to arrive at data fields require for the E Mason Clarifire team in default loans processing.

·   Collect, interpret, and distill customers’ business requirements into clear specifications and other product/application development artifacts using tools like Rational Requisite Pro and MS Visio.

·   Coordinate internally with technical development team, designers, and architect, to translate business requirements into product/application features and functions.

·   Followed COTS implementation procedure and the product used was Clarifire from E mason.

·   Documentation of the requirements using a customized ETL mapping doc template and standard Business requirements template

·   Conducted JAD sessions with the various teams involved in the application development to quickly arrive at solutions for the issues in the design.

·   Run Passport queries and analyze the data to close CAT defects.

·   Browse through MSP system when required for analysis on data and field info requirements.

·   Use the MSP Navigator tool for finding info on MSP fields and their usages.

·   Analyze the current system components like BDE database, MSP, Passport, Navigator tools and help the testing team in validations when required.

·   Write User acceptance testing documents for the mapping requirements.

·   Lead role in gathering the mapping requirements and coordinating with the offshore team to document it appropriately.

·   After implementation of the mapping requirements in ETL Abinitio, support during Functional integration testing to close defects.

·   Report defects to the testing team and use Quality center to track the defects.

·   Conducted weekly team meetings to monitor the progress of the team, and coordinated the effort involved.

·   Conducted weekly team meetings for knowledge transfer on the requirements learned and to discuss any challenges in understanding the rules involved. And also to discuss quick tips and learning encountered.

 

Environment: MSP, Navigator, Passport, MS Visio, Rational Requisite Pro, MS office, Quality center, VSS, SQL,

 

Project 2: Development project – Cross sell tracker application enhancements

 

Role: Business Analyst

 

The Cross sell tracker application in SunTrust helps in cross selling SunTrust products to its Customers. The enhancement to this system is to bring in more data from other lines of business in SunTrust to the Cross sell tracker application and make further modifications to the functionalities in the application to accommodate the these Lines of business data. The data mapping effort for bringing in these three sources along with more data from Mortgage as well required the Data analysis and mapping documentation.

 

Responsibilities

 

·   High level System analysis and understanding of the Cross sell tracker system functionalities.

·   Working with the Cross sell tracker system Subject matter experts to gather the system and ETL mapping requirements.

·   Maintain the business requirements and system requirements using tools such as Rational Requisite Pro and MS Visio.

·   Established a standard process for requirement gathering and created a customized ETL mapping template to document requirements.

·   The data from different feeds consists of Consumer lending, Student Lending, Customer Information system, Deposits and Time Deposits systems.

·   Good understanding of the above system data while arriving at the complex data mapping requirements.

·   Act as a liaison between cross sell tracker system business folks and junior BA’s to clarify the queries while System requirements creation.

·   Documentation of the requirements using the ETL mapping doc template, Business requirements document template.

·   Knowledge transfer sessions of the business requirements with the Junior Business analyst for arriving at the system requirements.

·   Document and track the queries raised and closed in a query tracker for future references.

·   Write User acceptance testing documents for the mapping requirements.

·   After implementation of the mapping requirements in ETL Abinitio, support during Functional integration testing to analyze and close defects.

·   Perform User acceptance testing during UAT phase of the project.

·   Report defects to the testing team and use Quality center to track the defects.

·   Analyze the current system components data such as Consumer lending, Student Lending, Customer Information system, Deposits and Time Deposits systems and help the testing team in validations when required.

·   Conducted weekly team meetings to monitor the progress of the team, and coordinated the effort involved.

·   Conducted weekly team meetings for knowledge transfer on the requirements learned and to discuss any challenges in understanding the rules involved. And also to discuss quick tips and learning encountered.

 

Environment: MS Visio, Rational Requisite Pro, MS office, Quality center, VSS, SQL

 

Project 3: Platform Migration and development project – Relationship profitability Management system enhancements

 

Role: Business Analyst

 

Relationship Profitability Management System, or RPMS, is the SunTrust customer profitability system for the Commercial, Corporate and Investment Banking (CIB) lines of business.  Currently this system is on a Mainframe platform consisting of about 100 COBOL programs and around 50 JCLs. This needs to be converted to ETL Abinitio tool for the back end and .net applications for the front end of this system. It consisted of three phases, documentation of the existing system programs, Knowledge transfer to ETL team about the requirements gathered and development of those requirements in Abinitio leading to testing activities and production install.

 

Responsibilities:

 

·   Working with the Business folks and Subject matter experts to gather the RPMS system enhancements and migration requirements

·   Act as a liaison between RPMS business folks and junior BA’s to clarify the queries from junior BA’s.

·   Document and track the queries raised and closed in a query tracker for future references.

·   Studying the COBOL programs and creating a customized template to document system requirements of the programs using reverse engineering.

·   Prepared and analyzed AS-IS and TO-BE workflow scenarios and documented the business process and various business scenarios and activities of the business from the conceptual to procedural level.

·   System analysis and understanding of the system functionalities and documented at each milestone steps of the program documentation phase during reverse engineering.

·   Creation of swim lane diagrams to represent the RPMS Batch job flows and dependencies.

·   Documentation of the requirements using the Business requirement template.

·   Knowledge transfer sessions with the development team for arriving at the system requirements

·   Lead role in gathering the requirements and coordinating with the offshore team to document it appropriately

·   Analyze the current RPMS system components and help the testing team in validations when required.

·   Acted as a Knowledge base during development of the Ab Initio programs for any queries on the existing RPMS system functionalities.

·   Conducted weekly team meetings to monitor the progress of the team, and coordinated the effort involved in arriving at the system requirements

·   Helped the project manager with the effort estimate required for the documentation and came up with a plan with appropriate milestones to compete the project as per schedule.

·   Conducted weekly team meetings for knowledge transfer on the system requirements learned and to discuss any challenges in understanding the program flows.

·   Acted as lead system analyst for the ETL team in solving their queries in understanding the documented programs

·   Acted as a knowledge base on the system for the development and the testing teams. Gave valid inputs for the testing team’s test approach

·   Successfully mentored the junior engineers in helping them achieve higher results.

 

Environment: MS Visio, Rational Requisite Pro, MS office, Quality center, VSS, SQL, DB2

 

Project 4: System Minor enhancements Project - Mortgage lending control system

 

Role: Business Analyst

 

Mortgage Lending Control system is primarily used by SunTrust Banks - Mortgage for originating, processing and closing loans. Minor enhancements to this system happen on a monthly basis, based on changes in the Business user requirements and changes in the government Bank policies and regulations. And there will be a monthly install to the system which includes numerous install support activities. The JCL jobs, Batch cycle runs on nightly basis and consists of about 100 jobs and issues like job failures delay in jobs execution, et all needs to be addressed.

 

Responsibilities

 

·   Working with the Business folks and Subject matter experts to gather the MLCS system enhancement requirements

·   Collect, interpret, and distill customers’ business requirements into clear specifications and other product/application development artifacts using tools like Rational Requisite Pro and MS Visio.

·   Document and track the queries raised and closed in a query tracker for future references.

·   Analyze the MLCS system components to understand the changes required for the system and create a ball park estimate and present to the Business folks.

·   After approval from Business, create a BRS and TDD document to get the requirements implementation phase running.

·   Also create a detailed effort estimate for the changes required to the Mainframe calcs, Programs, copybooks, etc

·   Support the programmer in implementing the technical changes and responsible for successful implementation.

·   Worked on SAS programs in understanding and documentation of such programs that were used for reporting.

·   Documentation of the key components of the application with process flow diagrams using MS Visio

·   Documentation of the requirements using the Business requirements template.

·   Conducted JAD sessions with the various teams involved in the application development.

·   Creation of large VISIO block diagrams to represent the job flows and dependencies.

·   Write User acceptance testing documents for the requirements.

·   Lead role in gathering the requirements and coordinating with the offshore team in implementation.

·   Analyze the current system components and help the testing team in validations when required.

·   Perform User acceptance testing.

·   Report defects to the testing team and use quality center to track the defects.

·   Experience in configuration management by using Visual source safe for managing requirements and other documents

 

Environment: MS Visio, Rational Requisite Pro, MS office, Quality center, VSS, SQL, DB2