Senior Business Analyst at CPPIB (2024-05 – Present)
Experienced in leading cross functional teams in requirements gathering, development, documentation, testing and delivery of technical/business designs into implementation in an Agile/Scrum environment in iterative SDLC cycles.
- Collaborate with data owners, business users, and IT teams to document end-to-end data flow and identify areas for data quality improvements.
- Establish and maintain data lineage using Collibra to track data movement across Finance and Accounting systems, ensuring compliance with data governance policies.
- Perform data profiling and anomaly detection to assess data accuracy and completeness, supporting forecasting, budgeting, and planning processes.
- Drive data governance initiatives by facilitating workshops and training sessions for business and technology teams on best practices for data cataloging, metadata management, and regulatory compliance.
- Conduct data validation in source systems, ensuring data integrity across Oracle EPM, Oracle Financials, and other financial applications.
- Utilize Postman and API testing to validate data integration workflows, supporting ETL/ELT pipelines and system integration methodologies (JAMS, AWB, Databricks).
Senior Business Analyst at Royal Bank of Canada (2024-07 – 2024-05)
Spearheaded business analysis activities within the Finance IT department, overseeing critical support for the US Regulatory Reporting Finance group. This encompasses facilitating necessary adjustments to current reporting processes, including updates and modifications to financial and reference data for various financial instruments such as stocks and bonds, cross checking data enrichment information with Bloomberg, report revisions, data integration for new requirements, and changes to the reporting framework for regulatory reports filed by Finance.
- Played a pivotal role in bridging the gap between business and IT teams, driving data and business analysis initiatives. This involved the creation and refinement of new business rules, rigorous testing, and seamless implementation of improvements to the Global Posting Engine, an application that is crucial for enriching trades to be posted on ledgers.
- Query a variety of reference data for accounts related enrichments by running SQL queries on Hue/Hive. Utilized data on DB2 for generating reporting data and GL posting data in IBM Cognos and routing it to specific stakeholders.
- Led an ETL data migration project utilizing DataStage for streamlining data integration of banking and brokerage data.
Business Analyst at Jefferies Financial Group (2019-01 – 2023-07)
Orchestrated pivotal business analysis initiatives by collaborating closely with Sales Traders and Investment Banking stakeholders in Capital Markets and Global Markets. Evaluated the functionality of 7 robust in-house SaaS B2B applications, pinpointed potential gaps, and devised innovative technical solutions to enhance functional, non-functional, and performance aspects. These mission-critical applications were instrumental in supporting rapidly growing daily commission streams ranging from approximately $1mn to $1.5mn USD.
- Played a central role in project management efforts, partnering with Technology Senior VPs and Scrum Masters within a 40-member team. Contributed significantly to defining project scope, crafting product and delivery roadmaps, outlining epics and user stories in JIRA, risk assessment, and acted as the primary liaison for operations and production support.
- Facilitated seamless collaboration between data science, data engineering, and solution architecture teams to build over 800 model features. These features powered the analysis of extensive data volumes and the development of machine learning models, serving Equity and Fixed Income (FI) Sales and Trading desks. Leveraged data driven insights from A/B testing to optimize product performance on apps and drive measurable user growth.
- Led Quality Assurance efforts by meticulously reviewing all in-scope requirements, constructing comprehensive test cases and plans, offering UAT sign-off, and actively participating in testing sessions. Additionally, spearheaded a team of 4 junior business analysts, overseeing task allocation, training, knowledge transfer, and quality assurance reviews of deliverables, spanning requirements, data analysis, business process modeling, and data flow diagrams.
- Documented a wealth of resources on Confluence, encompassing BRD, SDS, SRS documents, Visio diagrams, FIGMA wireframes, project phases/timelines, and runbooks for components in Enterprise-wide Data Lake. Queried the datalake by using Python and Scala for querying and analyzing large datasets and performing data analysis and data profiling exercises. Successfully linked these resources to Collibra, ensuring comprehensive knowledge management.
- Pioneered the development of a PowerBI application capturing Loans/Bonds data from Thomson Reuters that's sourced using Informatica, significantly expanding the client base in IB business. This initiative contributed to generating revenues exceeding $6 million in less than 2 years.
- Leveraged advanced data profiling techniques, including the creation of complex SQL queries to capture data around equities, derivatives, options, forex, cash, bonds, T-Bills.
Business Analyst - Risk at Ernst and Young (2015-08 – 2016-07)
Risk Advisory Services for Banking and Finance Clients
- Performed IT General Controls (ITGC) reviews, Application Controls reviews to verify compliance with Sarbanes Oxley (SOX) standards at client locations.
- Conducted interviews with clients, thoroughly studied and analyzed the client's information systems architecture, and applied leading IT industry practices to uncover IT service issues.
- Actively presented findings by using SQL to query financial data from various data sources such as Bloomberg and draft conclusions and subsequent recommendations to senior client leaders such as CIO, CISO and the CTO at the end of every engagement.
- Post audit, assisted clients in conducting IT risk remediation and risk mitigation activities.
ETL Analyst at Tata Consultancy Services (2012-10 – 2014-10)
Worked as ETL developer skilled in building ETL solutions for data management, data conversion and master data management activities. Part of the development team that handled brokerage and bank accounts data of a major USA banking corporation. Exposure in end to end delivery of data extraction and transformation projects using agile and waterfall methodologies.
- Communicated with client to understand requirements and prepared Low Level Design (LLD) and High Level Design (HLD) documents for those requirements.
- Developed ETL mappings on Informatica and IBM Datastage with SQL queries and procedures, as per project specifications, integrated data from different databases such as Oracle, DB2 and Hadoop HDFS environment.
- Created and reused stored procedures, views and other database code objects to aid design of complex data mappings.
- Participated in providing project estimates for development teams at offshore and onsite client locations.
- Reengineered ETL data migration process, reducing time to switch to a new application by up to 65%.
- Performed quality assurance activities, and utilized automation tools for scheduling processes.
- Resolved failures of ETL processes and communicated results with client on a regular basis.
