Business Analyst - Free Sample Resumes
Note: This is a real resume that was sent to me. However, names, companies, and dates have been changed. See the free sample resumes page for more.Joe Smith - Business Analyst
Some City, NY USA
914.555.5321
jsmith@someplace.com
OBJECTIVE
Seeking short to long term (3 to 12 months) contract roles in the lending/finance/investment industries working with the technical staff to implement management and staff's business requirements into the software application. The ideal client has a structured software development lifecycle and seeks to mature their software capabilities.SUMMARY
- Bachelor of Business Administration, New York State University, New York, 1988
- 11 years hands on banking experience
- 8 years back-office managing secondary market portfolios and portfolio transactions
- 3 years front-office mortgage originations
- 6 years Business Analyst experience supporting banking software development
- 2 years on-site consultant for application conversions and upgrades
- 2 years software product development Business Analyst
- 2 years QA Tester validating developer/programmer code integrity
Dedicated to implementing on-site business requirements for application upgrades and converting the processing of legacy system databases. Specializing in working with technical staff to create, interpret, and implement business requirements into technical specifications. Identified, analyzed, reported, and tracked test script issue creation and resolution. Effective communication and accurate reporting manages technical expectations and streamlines development/implementation lifecycles.
SKILL SETS
Expert:
- Banking: Portfolio Sales & Acquisitions, Syndication Servicing, Secondary Marketing, Pricing
- Lending: Residential and Commercial originations and servicing, LOC's
- Investment: Mortgage Backed Securities, Facilities, Equity Securities
- ACBS (DLS-S & DLS-E 4.05 to 5.3 & DLO 5.2)
- Use Cases
- Test Plans
- Test Scripts
- Manual Test Execution
- MS Office (Word, Excel, PowerPoint, Project)
- Lotus Notes
- Platforms: Win95, 4.0, NT, XP,
- Servers: AS/400, Citrix, Oracle9
- Line-Level Code Queries
Advanced:
- Rational Unified Process (RUP)
- Capabilities Maturity Model/Software Engineering Institute (CMM/SEI)
- Languages: Lansa, Structured Query Language (SQL), Request Object (Orientated) Architecture (ROA)
- QARun
- Vermont High Test
- Client Applications: CLOUT, IDASL, Contour, Empower, Loan IQ, Genesys, ABLE
- Presentations: Joint Application Development (JAD) Sessions, Training
- Prototyping
- Gap Analysis
Familiar:
- Project Management (PM)
- Languages: Delphi32, MSVisual Basic (VB),
- Applications: MSVisio, Camreal, Loanserv, Midanet, Mornet
EXPERIENCE
September 2003 to March 2004 - Senior Business Analyst (Contract) - ACME Commerce - New York, NY
- Mapped conversion data from Genesys and ABLE legacy systems to new system database manager (ACBS).
- Validated that the Conversion Processing tool code was pared properly to reflect Acme's business needs.
- Validated Conversion Processing Request Object Architecture (ROA) fetch command sequences were executing as expected.
- Analyzed Conversion Processing requirements versus data available on the legacy systems. (Platforms: AS/400 and Citrix)
- Facilitated meetings with department managers to coordinate the manual collection of data required for Conversion. (5 departments, 8 representatives) Coordinated the manual collection of data and formatted the data to flat files for feed to Conversion Processing tool (Informatica).
- Wrote Functionality Test Plan: Facilitated meetings to gather business requirements from department managers. (4 departments, 7 representatives) Facilitated meetings to gather requirements from end-users. (8 supervisors, 20+ end-users, representing 300+ end-users)
- Wrote Test Scripts for Functionality Testing of new database system based on ACME's business unit's requirements. Coordinated the execution of Test Scripts validations to Business Unit requirements. (9 Testers validating 126,000 field validations, 10 test scripts, 3 iterations, all manual testing)
- Wrote Integration Test Plan and associated Test Scripts for how ACBS interacts with the ACME applications already in use. These applications varied extensively from in-house developed tools to front-line origination applications (Empower, Contour, Genesys, etc.).
September 2002 to August 2003 - Business Analyst (Contract) - Client Confidential* - New York, NY
- Assisted in creating Project Plan for expanding application usage beyond commercial lending to investment banking and manufacturing industries.
- Facilitated JAD sessions for defining business requirements and user acceptance testing standards.
- Worked directly with IT directors to manage site-specific development expectations and deliverables.
- Initiated Project Plan governing a team of 8 (5 technical and 3 business users) meeting 4 development milestones for data collection and analysis.
- Wrote User Acceptance Test Plan and oversaw the creation of 42+ Test Scripts (28 manual, 14+ automated).
- Facilitated JAD session follow-up for Project Plan updates, gained consensus for User Acceptance Testing requirements.
- Gained consensus for business requirements being fully met and attainable technical development expectations.
*Client is expanding licensing purchase of application software and has not yet publicly announced agreement. Confidentiality agreements preclude disclosure.
March 2002 to June 2002 - Senior Business Analyst (Contract) - Acme Bank - New York, NY
- Participated in JAD sessions for client specific development of existing database management tool. Interviewed commercial lending front-office end-users for business requirements and User Testing Acceptance standards for client contact controls.
- Created and submitted line-level code changes for business requirements.
- Designed and implemented training of end-users based on JAD session results and user interviews.
- Conducted end-user training sessions (120+ total users) for exercising full use of application
February 1998 to February 2002 - Business Analyst II - American Corp, New York, NY
- Business Analyst internally representing software clients to technical staff.
- Developed and executed real-world lending scenarios based on the client's business requirements to ensure functional/non-functional integrity and define feature boundaries.
- Developed and executed associated project plans and test scripts for testing (UAT) and subsequent user training.
1993 to 1998 - Mortgage Banking Consultant/Self - New York, NY
Frontline Underwriter of A, B, & C paper for SFR conventional and HELOC mortgage loans using Automated Underwriter (AU) and Desktop Underwriter (DU) tools validating to investor guidelines and client borrowing programs.
Secondary Marketing Coordinator: Legal review and due diligence underwriting for liquidation of government owned (RTC) portfolios.
Investor Accounting: Completed extensive A/A, S/A, and S/S (MBS) custodial account reconciliation's for multiple troubled institutions. Review requested by oversight agencies.
Loan Processing: Satisfied underwriting conditions, drawing, and reviewing signed loan documentation. Coordinated funding packages and authorized disbursement of loan funds.
1989 to 1993 - Secondary Marketing Coordinator - Acme S&L, NY
Responsible for pooling and distributing of collateral. Coordinated underwriters, lawyers, and street traders to complete $6.5B of sale commitments.
Investor Liaison: Reporting and remitting to secondary market investors. Custodial and G/L account reconciliation completed on a deadline basis. Coordinated the interface of automated accounting with practical application.
1987 to 1989 - Investor Accountant - United Acme - New York, NY
Responsible for reporting and remitting to investors. Completed Custodial and G/L account reconciliation on a deadline basis. Team member of Portfolio Sales & Acquisitions due diligence effort underwriting mortgage portfolios in the secondary market.
Loan Accounting: Preparation of daily cash accounting. Reconcile month-end and clearing accounts.
Career Change Background & SDLC Detail
November 1997 Contacts and investor backing in place to launch my own loan servicing/banking venture. The goal was to start my own bank. To do this well, I sought banking positions to learn the detailed responsibilities of each job.
December 1998 Contacted by Advanced Information Resources (AIR), a company that developed and supported its own commercial lending software, Advanced Commercial Banking Systems (ACBS).
ACBS, a commercial lending database management tool, has 8 of the 10 largest banks in the world as clients (The Banker July 2003). To manage their client's business requirements that were outpacing development updates, AIR sought Business Analysts with extensive front and back office banking experience to work with the technical staff.
Understanding my skill was limited to banking; AIR offered to train me in the software development lifecycle (SDLC), initially as a Quality Assurance Tester, later as a Business Analyst.
Aware that a cross expertise of banking and software development would be a unique challenge, I accepted the offer.
Developed proficiencies in Automated and Manual testing designs. Implemented test strategy, plans, scripts, test certification, standardization of templates, build validations, defect recording and tracking, functional, regression, integration, and user acceptance testing of software. Set conditions of testing of source code paths and coverage.
proficient
Expanded Tester role to Business Analyst by building on testing skills. Interacted with client's front and back office personnel to define business requirements and software usage. Created change requests for developers by defining feature and functionality boundaries. Worked closely with technical staff to validate business requirements and expectations. Tested new code implementations to expected results and cross-functionality occurrences.
- The code was written in LANSA on the AS/400 server. And later on Oracle9i. Using the platforms of Windows NT, Windows 4.0, and Win95.
Executed extensive business requirement validations for Y2K compliance. Worked with every client individually to ensure data integrity and product stability. (Please see Client List below for specific clients.)
Created Test Plans based on the client's business requirements and distributed Test Scripts for execution. Managed 6 Test Plans within 2 projects over 14 months, resulting in 2 product release updates (a total of 200K+ new lines of code introduced). Black Box and White Box testing scenarios were supported by User Acceptance Testing validations.
Initiated departmental efforts to achieve CMM/SEI rating (RUP). Polled internal clients (management, technical staff, sales staff, customer service, et. al.) for practices and consensus. Facilitated discussions for developing SEI controls in the development process. A level 2 rating was eventually attained.
- September 2000 ALLTEL Information Services purchased AIR/ACBS. Required by ALLTEL to completed 3 courses in Software Development Lifecycle (SDLC) and 2 courses in Project Management (PM). In accordance to experience and courses completed, ALLTEL officially certified and reclassified me to Business Analyst I.
February 2001 Lead Business Analyst for new product module Secondary Sales & Trading (SST). Participated in and facilitated JAD sessions for implementing clients trading business requirements into development lifecycle.
- A total of 18 features with 70+ functionalities written in Lansa for the Windows (GUI) platform and integration transparencies were defined for product acceptance. A total of 1MM+ lines of new code.
Requirements were implemented through the course of development and I facilitated technical staff and clients for maturity of the Project Plan. Constant redefinition of feature and functionality boundaries were handled with open and accessible communication lines to managed development expectations.
Wrote User Acceptance Test Plan and initiated execution. We (4 BA's) completed testing 2 weeks ahead of schedule. Exercised 3 mock implementations and 8 mock conversions prior to General Availability (GA) date.
September 2001 Promoted to Business Analyst II. Given responsibility to create Project Plan for updating and converting the front-office (DLO 5.3) module from LANSA on the AS/400 server (green screens) to Visual Basic (VB) Windows based Graphical User Interface (GUI). Participated in JAD sessions for defining clients front office business requirements. Facilitated meetings with technical staff to gain consensus for feature development, timelines, milestones, resources, and to impart an understanding of our clients business needs.
January 2002 Converted to Acme retained contractor.
Acme Client Listing (Partial)
Citicorp
Bank of America
JP Morgan Chase
Credit Agricole
Dai-Ichi Kango Bank, Ltd.
Royal Bank of Scotland
Bank of Tokyo Mitsubishi
Natexis Banques Populairer
Barclays Capital
HypoVereinsbank
ABN Amro
Credit Suisse
Banco Santander
Brown Brothers
CoBank
Commerzbank
Dresdner
GE Capital
Merrill Lynch
MNM Rothschild
PNC Bank
RaboBank
Societe Generale
State Street Bank & Trust
World Bank
Acme processes +1 million loans daily and +40% of the world's transactions (based on total dollar value).
