Candidates About

 

Usman Khan

SUMMARY

Over 13 years of progressive information technology experience in finance and insurance industry including:

•           Working as a Business and Systems Analyst specializing in Analytics, Quality Assurance, Production Support, Incident/Change/Vendor management for an online Oracle / .Net web application

•           Working with stakeholders, technical staff, and other Business Systems Analysts to translate business needs into systems solutions.   Work on system modifications and enhancements, product development, conversions, and provide on-going production support to the end users.

•           Strong qualifications in all facets of software development life cycle from business requirements analysis and design through testing and user sign off. 

•           Able to manage multiple projects and roles while delivering outstanding results on known or unfamiliar systems. 

 

AREAS OF EXPERTISE

·         Business Modeling UML Modeling using Rational Rose, Star UML, MS Business intelligence reporting, Business Objects Visio, Rational Software Modeler.

·         Requirement Management Rational Requisite Pro, Microsoft Word, Case Complete.

·         Methodologies Rational Unified Process, SDLC, Agile Methodologies, Waterfall. ```

·         Application SharePoint 2010 2012, MS Office Suite, Oracle E-Business Suite Financials Oracle, Microsoft suite, MS Project, SPSS.

·         Database MS Access, Oracle 8i, Oracle 9i, Oracle 10g.

·         Operating Systems Windows Vista Professional, Windows XP Professional, UNIX 5.0.4, Linux, Windows 98.

·         Internet Mailing Services MS Outlook, IBM Lotus Notes.

·         Network Hubs, Modems, Repeaters, generic Routers, and Cisco Routers Switches.

 

PROFESSIONAL EXPERIENCE

 

Wells Fargo                                                                                                                                                 Aug-17- Present

Business System Consultant/Scrum Master                                                                                            Charlotte, NC

 

FATCA project 1: The purpose of this project will be to make the necessary changes to the onboarding process in Enterprise Client Onboarding platforms to ensure we are meeting the new regulatory requirement for FATCA, this includes rule-based classification of clients/Entity according tax forms (W8. W9) and calculation of withholding tax and regulatory reporting. Knowledge of IRS Tax Regulations: Chapter 3 (NRA withholding), Chapter 4 (FATCA), Chapter 61.

 

PBR Project 2: This project is targeted to remediate our PowerBuilder systems. This includes implementation of FATCA and other regulatory onboarding and documentation for new clients (AML/KYC, Volcker). This includes complete redesign and build of Enterprise application to web site / portal.

 

Prime/Geneva Project 3: The scope of this project is to create additional functionality within the Client onboarding applications and process that will assist in a systematic client setup within the Advent Geneva Portfolio System.

CCMP Project 4: The scope of this project is to create additional functionality support Funding and Collateral related attributes in one system for FCM and Prime services, this includes adding 150+ new attributes and create Transmission services.

 

 

Responsibilities:

• Responsible for the analysis, Creating User stories, design and implementation of all the onboarding components to support WF Security.

• As a Lead Business Analyst, interacting with client (Business User) and development team for requirements gathering, scope enhancement. Collaborate with LOBs Product Owners to create user stories 

• Release management, Change Management, sprint Planning and other project management task. Lead the end to end planning and implementation of the project. 

• Manage end to end User Acceptance Testing process, UAT testing and providing subject matter expertise to the teams performing these functions. completion of user acceptance testing (UAT) and Production validation with the different business teams, including coordinating testing of changes, gathering test scripts, and managing issue resolution through Quality Center and email

• Experience in working with Agile-Scrum project methodology and requirements management tool (e.g. JIRA, Quality Centre and Wire framing and mock up tool (Balsamic)

• Partner with PMs across different work streams and LOBs to ensure project is delivered on schedule, within budget and within scope

• Experience in implementing knowledge of AML, KYC, FATCA / Dodd –Frank, EMIR, Volcker, BSA, FINRA/SEC and other regulatory initiatives for Risk

• Working with Customer/Client Reference Data across enterprise level (FO/MO/BO). Lead the business analysis activities for one of the Enterprise-Wide KYC Technology Program work streams.

• Home Loans project to create a streamlined digital application to apply for mortgages.

• Showcases expertise as it relates to overall business analysis objectives; utilizes planning and organizational abilities to oversee multiple project aspects simultaneously; applies agile methodology and utilizes Rally to perform role responsibilities.

 

Environment: JIRA, Quality Centre and Wire framing and mock up tool (Balsamic), MS Visio, Salesforce, Proprietary Client and prospect Onboarding solution, CRM tools, Document Management (File net), SharePoint, SQL Server Reporting Services(SSRS). Pac2000 Change Management Application (BMC Remedy), Application Lifecycle- ALM NET, J2EE, XML, TIBCO Messaging transmission.

 

 

 

Delta- Airlines                                                                                                                                         Oct-16- Aug-17                                      

Agile Expert-Lead Business Analyst/Scrum Master                                                                            Hapeville, GA                                                                                                                     

 

Delta Airlines is second largest airline in the world based on passenger-kilometers flown. It carries approximately160 million customers each year and offers service to 365 destinations in 65 countries on six continents. It was originally founded as a crop dusting service in 1924. I have been hired to work as an Agile Expert Business analyst and Scrum Master for upcoming Delta Airlines initiative (Crew Mobile App).

 

Responsibilities:

·         I am working at Delta Airlines as a Business Analyst/Scrum Master on a project related to the expansion of new IVR from old and existing operations to avoid any irregular operations along with to increase and to reach Crew members resulting in increased revenue.

·         Crafted API user documentation for Stripe.com 

·         Designed API documentation using Swagger.

·         Backlog Items (PBIs) using techniques like Kano Model, MoSCoW and estimated Story Points using Planning Poker. 

·         Responsibilities Conducted Review Sessions to understand the current process and identified the issues to be addressed.

·         Involved in the Delta's mobile app (SKY-Pro) initiative design and development of mobile data interface for core functionality and to Crew usage.

·         Interacted with the marketing and product managers to gather requirements, develop use cases and translate business concepts into functional specifications. Interacted with business areas/functions to create business requirement specifications for online booking site.

·         Documented Vision & Scope and walk it through to get Agreement & Sign-off on the document.

·         Conducted and Facilitated various JAD sessions to define the scope of the application.

·         Led the effort with Solution Architect to find out probable solutions.

·         Performed Gap Analysis from AS-IS to TO-BE state, categorized them as per criticality.

·         Documented the Use-Case for the Development Team to provide rough estimates.

·         Developed Data Flow/Business Process Diagrams for crew operation.

·         Created detailed use cases to reflect requirements.

·         Planned and organized working sessions between business and development teams to create prototypes in MS VISIO to help better understand the Business Requirements.

·         Assisted in development of training materials for new technology and process improvements.

·         Controlled on Requirements Traceability Matrix to ensure all High-Level Requirements are captured in Use Cases.

·         Applied best practices of software development while staying abreast of advances in the practice.

·         Driven to develop project charter with the Project manager for Crew planning operations.

 

Environment: MS SharePoint, SQL Server, MS Visio, Oracle, MS Office Suite, JIRA, Quality Center, Application Lifecycle Management-ALM, XHTML JSP, MS Visio, MS Project, Erwin, Java, JavaScript, HTML, XML Packages.

 

JP Morgan Chase                                                                                                                               Sep-14-Oct 16

Business Analyst/Scrum Master/Salesforce.com                                                                                           Columbus, OH

 

JP Morgan Chase is an American multinational banking and financial services holding company. It is one of the largest banks in the United States, Involved in a number of projects with the Mortgage Sales & Fulfillment Technology (MSFT) and Mortgage Servicing Technology (MST) teams. The project was to match the conditions in the Bank’s Underwriting engine (CLUES) with those of Fannie Mae’s and Freddie Mac’s automated underwriting engines, Desktop Underwriter (DU) and Loan Processor (LP) respectively. This was crucial to ensure that the bank was able to sell its mortgages to the big investors. 

 

Responsibilities:

·         Primarily involved in developing a prototype of the application as proof of concept (POC) for the business team and as a guideline for the development team.

·         Facilitated and led group discussions to elicit requirements in Joint Application Development (JAD) sessions by communicating with documented business requirement document working prototype and workflow diagrams.

·         Facilitate sprint planning, daily scrums, retrospectives, stakeholder meetings, and software demonstrations and adopted scrum techniques using Moscow and planning poker. 

·         Deployed, configured and supported the prototype application for its demo /UAT for various line of business from various cities, prepared deck for UAT & gathered feedback and followed up with further updates on the prototype and related documents.

·         Primarily involved in developing use case document for the application, traceability matrix, system requirement specification (SRS) and presentations for proposed solutions

·         Created prototype using HTML and CSS.

·         Point of contact for design/implementation team of Oracle R12 ERP Order Management module globally. 

·         Worked on various Salesforce.com Standard objects like Accounts, Opportunities, Leads, Campaign, and Reports.

·         Created various Custom objects, Tabs, Workflows, Reports, Apex triggers and validation rules for the application.

·         Created Email templates in Text, HTML, and Visual Force necessary for the application.

·         Analyzed and Created Custom Profiles as required for the business needs and implemented Object level, Field level, and Record level security.

·         Defined various Validation rules to validate the data in the application.

·         Customized Page Layouts for Salesforce.com Standard and Custom Objects.

·         Created custom report types and generated a report using the report types.

·         Good experience in Salesforce.com Configuration of roles, profiles, user accounts, implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.

·         Experience in working with Development team for solving the gaps in Business requirements.

·         Classes, controllers, and visual force pages acquired new licenses and assigned toll-free numbers.

·         Used Data loader for all data adding, updating, and deleting, exporting data.

·         Used Eclipse IDE for building scripts and deployment

·         Documented Salesforce fundamentals and reporting for easy understanding and navigation for business users

·         Provided risk analysis on major implementations and "pushed back" when risk levels were exceeded.

·         Increased efficiency 45% through reengineering request management process resulting in the deployment of new Scale's Request Center software for online management of all IT Service requests and Service Task delivery.

·         Collaborated with support and development teams to create and author "Production Readiness" process and documentation decreasing implementation issues/errors, reducing application and system downtime, and increasing resolution capability.

·         Executed software integration and assisted with the re-engineering of change processes and management requests.

·         Evangelized change and production readiness process throughout IT organization bringing increased visibility and compliance to processes.

·         Received first employee award for "IT Manager of the Quarter - Spring 2002."

·         Created mandatory document for the new object(s) introduced to IT environment resulting in document library containing applications, databases, hardware, integrations, functional relationships, customers, IT resources, stakeholders, and executive sponsors.

·         Build design plan to streamline production of new UI.

·         Create new framework design simplifying API documentation. 

 

Environment: MS Access, UML, MS Visio 2008, Microsoft Office 2008, MS Project, Visual Studio 2008 professional, MS Expression 2008, Visual Source Safe, Salesforce.com, Apex Classes, VisualForce Pages, Data Loader, Workflow Alerts, Approvals, Validation Rules, Sharing rules, Reports, Standard & Custom Objects, Tabs, Email Templates, Roles, Profiles, HTML, Force.com IDE, R12 ERP 

 

Pfizer- Pharmaceutical                                                                                                                   Jan -14 – Sep-14

Business System Analyst/Project Manager                                                                                               Collegeville, PA

 

Pfizer needs to migrate Marketing/Sales process to SFDC from the existing Dynamic CRM system and also perform all the opportunity process in SFDC instead of Siebel. SFDC needs to be integrated with MDM for account CMAT’ng process and Integrate with Siebel for Opportunities, Quotes, Sharing teams and FPVRs. Eloqua should be the primary source of Campaign/Lead creation and should be integrated with SFDC.

 

Responsibilities

·         Planned and conducted requirements elicitation meetings with the business to collect functional and non-functional requirements relating to client's Salesforce technology enhancement and initiatives.

·         Conducted brainstorming sessions with the development team to actively involve them during the requirements stage level analysis.

·         Met preset customer goals through eCommerce sale maximization.

·         Worked towards the preparation of requirements management plan, business, and functional requirement documents.

·         Created data flow diagrams and process flow diagrams to facilitate better system understanding.

·         Assisted personnel in understanding Six Sigma methods and putting those methods to use in their daily activities.

·         Provide project task coordination, functional expertise, and contributes to improvements and enhancements for QAD ERP systems.

·         Implemented oracle ERP along with custom Employee self-service systems.

·         Develop designs for ERP interfaces, test scripts, Extract data and build management dashboard reports in projects modules, Troubleshoot and support projects module. 

·         Was responsible for offering support in fields such as Advance Supply Chain Planning, Inventory 
Management, Production Scheduling, and purchase orders for all plants that have made the transition to Oracle EBS 

·         Responsible for Lawson ERP system administration including security, application maintenance, and development. 

·         Developing and Maintaining large volumes of deadline-driven email campaigns and assets Management of email channel calendar and Direct Mail. Reporting on email campaigns (status and outcomes) for various stakeholders. Cross-departmental collaboration on major projects and new initiatives.

·         Effectively communicate with technical, operational and strategy groups. Created many Data extensions to accommodate custom scenarios. Configured and designed journeys using journey Builder.

·         Automated the import, extract and Query activity using Automation Studio. Used Dynamic content for subject lines.

·         Used AMP scripting to use data from Data Extensions. Used SOAP API in order to invoke triggers and create redundant data.

·         Used SOQL for data manipulation needs of the application using platform database objects.

·         Created different folders to store the reports of different groups and categories. Displayed the quarterly and yearly results on the Dashboards of the users. Experience in working with Cast Iron for Salesforce.com configuration.

·         Involved in Data Migration using Data Loader and Informatica power exchange. Performed the roles of Salesforce.com Business Analyst and Administrator in the organization.

·         Used the sandbox for testing and migrated the code to the deployment instance after testing.

·         Building automation to make sure the quality control team is giving the commissions in the right way. Handling multiple numbers of projects at a time and delivering clients requirements on time.

·         Worked in Agile & Scrum environments.

·         Experience with multivariate testing, analysis, and reporting.

·         Create and maintain email reporting dashboards, conduct POE testing and provide test results to the Marketing team to drive segmentation, delivery and content decisions.

·         Created many Business units and maintained Under the same sandbox.

·         Assisted in designing and creation of training material and conducted internal training sessions for business users on Salesforce technology functionalities.

·         Created new custom objects, assigned fields, designed page layouts, custom tabs, and components.

·         Outlined the organization hierarchy and created profiles, roles accordingly in Salesforce; worked on visibility and security settings around them as required by the business.

·         Designed different custom dashboards for various user groups based on their business functionalities and needs.

·         Created and deployed several reports for different user profiles based on the need in the organization.

·         Designed various types of email templates for auto response to customers.

·         Work in a live ticketing system environment ( CRM) 

·         Develop and support new application and enhancements in ServiceNow

·         Monitor health, usage and overall compliance with the ServiceNow platform

·         Advise teams on design, development and overall ServiceNow best practices

·         Experience in Salesforce configuration that includes custom objects, custom tabs, workflow rules, validation rule, approval processes and custom reports. 

·         Proficient in data migration to integrate data from other sources into Salesforce using Data Loader. 

·         Perform complex Data Quality Analysis procedures and manual matching techniques to successfully correct data inaccuracies directly in CRM system or via SQL scripts in the Staging Database.

·         Create specific Regulatory Reporting requirements to determine the needs can be satisfied to meet the Business Requirement.

·         Hands-on Dynamic CRM.

·         Excellent understanding of the user, Profiles, Roles and hierarchies, permission sets and sharing settings to provide data security according to the business needs. 

·         Experience working with Salesforce sandbox and production environments, deployment of code using change sets, ANT migration tool and force.com IDE. 

·         Experienced in configuring, customizing and developing scalable process on  Salesforce.com

·         Experience working with SOAP, REST API's to integrate web services with Salesforce com. 

·         Facilitate interaction between different Business and IT Managers to process data for update into CRM.

·         Performing data loads into a complex Staging Database Environment via SQL Server 2005 and subsequently updated into CRM.

·         Performing all data maintenance in CRM system which includes data transfers, data migration, and data merging.

·         Create specific reporting requirements to determine the needs can be satisfied to meet the business requirements.

·         Directly responsible for 3rd tier user training throughout the company.

·         Performing all System Administrator and Developer duties for over 1000 users in CRM system across the globe.

·         Managed the project life cycle, defining requirements, project roadmap and project positioning

·         Gathered and analyzed information on existing HR business processes in order to make change recommendations that seek to accelerate business performance

·         Provided business and stakeholder analysis and/or project management during all phases of a change project

·         Analyzed and documented requirements for enhancements to business processes

·         Developed improvements to team processes and procedures through change management initiatives.

·         Supervised REST | SOAP API documentation development. 

·         Built API documentation UI using Ruby, Slate, and Markdown.

·         Consolidated developer documentation in Confluence & JIRA.  

·         Programmed in Slate | Markdown using GitHub repositories. 

·         Collaborate with marketing & operations departments.

 

Environment: Lotus Notes, MS Office Suite, MS SharePoint VBA, MS Office 2013. TFS, RALLY, Documentum Administrator 6.5, MS VISIO, UNIX, LINUX, SAP BW, SAP Bex Reporting, Crystal Reporting. MS project Sever 2010. Informatics, Data Stage ETL VMware, Salesfoce.com.

 

MetLife- Insurance                                                                                                                             Feb-12-Jan-14                                             

Business System Analyst/Project Manager                                                                                                    Boston, MA

 

The Project involved establishing a Finance Warehouse. It was designed to be the source of central Property Casualty Finance data. The main goal of the Finance Warehouse was to deliver an answer to Property Casualty Global FP A actuals, expense analytics, reporting, and other FP A business processes on a single data source platform. Experienced in insurance models such as life and annuity and P C. MetLife is one of the major Insurance and Financial services provider companies. MetLife's core business includes Life Insurance, Auto Insurance, and Annuity. The project followed Agile Scrum methodology.

 

Responsibilities:

·         Performed on the ETL mappings, analysis, and documentation of OLAP reports requirements.

·         Formulated the ER diagrams of Property and Casualty data and data flow diagrams in order to interact with database developers.

·         Implemented UML, Use Case diagrams by using MS Visio in order to conduct a more effective and healthy communication with stakeholders and clients.

·         Conducted JAD sessions, group workshops, individual and small team meetings, and conference calls with Property Casualty FP A teams, stakeholders, and developers to gather functional and nonfunctional requirements of the system including requirements and processes for life and annuity products.

·         Involved annuity performance data process.

·         Involved in scrum sprint planning sessions, backlog grooming, sizing, spring retrospectives and reviews, daily stand-ups, user stories and acceptance criteria.

·         Created and prioritized the backlog in the rally, coordinated planning sessions and maintained user stories and acceptance criteria.

·         Communicated with product owner for the organization and prioritizing the backlog in the rally, lead spring planning sessions to control and update user stories.

·         Provided training to users and involved in conducting UAT sessions to gain user confidence and approval.

·         Examined key Performance Indicators KPI for Property and Casualty such as Loss Ratio, General Operating Expense Ratio.

·         Analyzed as-is and to-be systems to perform GAP Analysis and make a recommendation for system enhancement.

·         Extensively worked BI /BOBJ for multidimensional expenses actual reports.

·         Extensively worked Cognos BI for international data.

·         Documented report layouts and report mapping documents for ad-hoc reporting based on Property Casualty FP A team's needs.

·         Assisted and directly involved with QA team in the creation of Test Cases and tests implementations.

 

Environment: Agile-Scrum, Rational ClearQuest, Rally, MS Office Suite, Essbase, MS-Visio, BI, DB2, BOBJ, e-Room, Cognos BI, Clarity, Base Clear case, MS Project.

 

NiSource- Columbia Gas of Ohio                                                                                                     Mar-11-Feb-12      

Business System Analyst/Project Manager                                                                                                 Merrillville, IN

 

Columbia Gas of Ohio, with the Second headquarters in Merrillville, IN, is one of the nine energy distribution companies of NiSource Inc. Serving approximately 1.4 million residential, commercial and industrial customers. NiSource hired me as a Business Analyst to support the client needs and automate all the data sources which were feed into Zeus Performance Management System. I was also involved in maintaining and solving request I.T, order I.T, and problem tickets. Also implemented a reporting system to support the customer needs by coordinating with IBM Team.

 

Responsibilities:

·         Acted as a liaison between Columbia Gas and IBM.

·         Responsible for monitoring business functions and making sure that the Six Sigma methods were being used at all times.

·         Assisted in developing business plans that were based on the efficiency of the Six Sigma methods.

·         Responsible for creating a quarterly audit of all Six Sigma activities and presenting the audit directly