Summary
Overview
Work History
Education
Skills
Certificates
Timeline

Rominder Singh CBAP

Toronto,ON

Summary

  • Business Analyst with 8+ years of IT experience including a year of Project Management in all phases of the systems development life cycle: analysis, design, development, testing and implementation of projects.
  • Leadership experience as Business Systems Analyst, Project Coordinator, Project Manager and Support Team Lead etc.
  • Proficient in creating UML Diagrams, ER Diagrams, Web Page Mock-Ups using Rational Rose and MS Visio.
  • Experience in working in Banking (Wealth Management and Investment Banking, Investment Management ), Financial (Fixed Income, FX Swaps, Stocks and Bonds).
  • Experienced in development of Electronic Trading Systems, Web-based portfolio management system, asset management, wealth management and financial software applications.
  • Experienced with Fixed Income Products like Treasury (Bonds, Notes, and Bill), Mortgaged Backed Securities (MBS) etc.
  • Domain experiences of working in areas such as Direct investing,Trading,Debit and Credit cards, Payments prosessing, Investment Banking (GIC, Mutual Funds),
  • BA Experience in products such as RWealth and RBroker,Retail Core banking, Retail Investment,
  • Proficient in BA tools such as Jira, Confluence,
    Worked on Pega 8, Migration of PEGA to PEGA Cloud for Digital Banking, Cards and Lending (Commercial Banking) processes.
  • Hands on experienced in using Jira, Confluence, MS Project, UML modeling – use case documents, use case diagram, activity diagram, sequence diagram and documentation.
  • Expert level SQL querying knowledge with hands on experience of Python , Power BI (Dashboards) & Tableau
  • Proficient in BA tools such as JIRA , Confluence , Trello , Lucid chart , Visio .
  • Knowledge of QA tools such as HP ALM
  • Collaborated with UX/UI teams on FIGMA to produce mocks of future state of system interface
  • Experienced in performing GAP Analysis by identifying existing technologies and documenting enhancements to meet end state requirements.
  • Extensive experience in creating Business Requirement Documents, Functional Requirement
  • Experience in Creating and Maintaining the Requirements Traceability Matrix (RTM), conducting Joint Application Development (JAD) sessions, project meetings, reviews and walkthrough, and customer interviews.
  • In-depth understanding of Software Development Life Cycle, Product Data Management and QA methodologies.
  • Expertise in developing testing documents - Test strategies, test plans, test design specifications, test case specifications and test procedures. Sound knowledge of defect reporting and tracking tools like Test Director.

Overview

9
9
years of professional experience

Work History

Senior Business Analyst/Project Coordinator

CIBC
02.2022 - Current

Description: Working at CIBC’s Remote Banking and Shared Services (RBSS) ECIF and Compliance BA team. Working on complex projects to design strategic solutions aligned to CIBC’s enterprise architecture roadmap and lead individual work packages. As a Business Systems Consultant, supported end-to-end project implementation and act as a subject matter expert in both business and technology. Ideated and collaborated with a diverse team to create and build flexible, innovative solutions that deliver a best-in-class client experience.

Products in Focus: Credit Cards, Debit Cards, Chattel Loans, Student Loans, FHSA, RRSP

Responsibilities:

  • Worked as Business System Analyst, involved in adding, removing features on COMPASS (PEGA) tool for credit cards, Loans, Personal Loan products
  • Liaised between the clients and developers to confirm the accuracy of the intended product design and resolve any design issues
  • Analyzed business needs and developing business and functional requirement of three projects simultaneously.
  • Created use cases and use cases diagrams to define the functionality of the application.
  • Performed data analysis for testing the hundreds of data validation rules for state data collection and reporting.
  • Performed GAP analysis to define the gaps in the existing system and the proposed solutions.
  • Facilitated JAD sessions with technical teams to design the solutions and also assist them in defining application infrastructure.
  • Analyzing as is business processes and suggesting potential business improvement opportunities.
  • Worked with technical teams to analyze the requirements to make “Buy vs. Build” decision for proposed solution.
  • Created “Request for Proposal” for new teacher license preparation program approval system.
  • Mentored team members (BA’s & QA’s) and ensuring high quality documentation through appropriate processes.
  • Conducted, organized, and lead retrospective meetings
  • Led feasibility check of the reviewed product plans including development and documentation of the corrective measures

Business Analyst

CIBC
02.2020 - 02.2022
  • Worked in Capital Markets Domain on FX Swaps Project
  • Project involved mapping data from various locations for failed FX swaps trades and filling in the missing data to prepare reports for regulatory filing
  • Mapped data from various repositories and tested the accuracy of the final output.
  • Provided DE mappings(Source system and Destination system) to end developers for automating the report production
  • Created test case scenarios for regression scenarios to test the data flow and finalize the reports based on output produced.
  • Excellent knowledge in Asset Management. Wealth Management, Investment Banking, Derivative products such as Options and Futures, Credit Card, Insurance and Bonds.
  • Worked Closely with Portfolio management and analysis, fixed income trading.
  • Analyzed FX rates for monitoring currency movements across the market for business development and management purposes.
  • Implemented partial termination of FX trades and supported the team for complete testing of related changes.
  • Developed functional specifications, data flow diagrams, data mapping, flow charts, data dictionaries, and functional mapping for automated solutions in support of business process operations

Senior Business Analyst

Tech Mahindra
12.2018 - 12.2019
  • Act as liaison among front-office, middle office, back-office team and technical development team to improve trade processing and trade life cycle for fixed income and equities trading and OTC derivative trading.
  • Documented requirements and prepared FRDs and BRDs related to existing process and new process in order to build up new system.
  • Analyzing the business of automated order routing service to settlement processing and execution, a fully-integrated instruction-to-settlement process that incorporates a complete custody service.
  • Experience in Validating and comparing the Reference/Market Data from different databases using complex SQL queries.
  • Analyze reference data and mapped it for further processing in legacy systems and report generation.
  • Experience integrating reference data from vendor's data feed with security master to automate downstream settlement and clearance process.
  • Performed Risk Analysis of the requirements to identify the key business risk areas for the project and prioritized the application development and testing.
  • Analyze requirements to write up Use Cases, Scenarios and draw UML diagrams.
  • Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other, resolve any issues and come to an agreement quickly.
  • Experience using Requirements management software such as TFS, Clear Case or Caliber
  • Prepare BRD's for Enhancement and test environment when developed by Loan IQ.
  • For the Confidential 'international Global Lending' and Merger / Integration projects, performed SQL querying,
  • for the Misys Loan IQ database and Loan IQ downstream interfaces.
  • Prepared and reviewed all collateral balances and movements; create daily margin/collateral movement reporting. Manage testing and create comprehensive testing scripts for a project involving the addition of new enhancements in Loan IQ

Business Analyst/Project Coordinator

B2B Bank
05.2018 - 12.2018
  • Description: The project involved the implementation of NAVIPLAN: Retail Investment & Portfolio Management Suite
  • Assignment was to develop a product that would help the Relationship Manager to identify the prospect's goals and preferences, perform financial planning, propose strategies and portfolios manage and analyze portfolios, and report performance.
  • Evaluated vendor products and determined the functionality of the product based on the current market requirement.
  • Scoped the functionality of the prototype of the product to be showcased to the potential product customers.
  • Documented functional specification and use case documents on the core functionalities of the product, including that on order management, portfolio analysis, performance analysis, portfolio attribution, portfolio simulation and financial planning.
  • Developed Test Scenarios and Test Cases for system testing and
  • Maintained Traceability Matrix for the Test Case and Test Scenarios
  • Created documentation for training and trained the technical team on the functionality of the product
  • Documented requirements and prepared FRDs and BRDs related to existing processes and new processes in order to build up anew system.
  • Analyzing the business of automated order routing service to settlement processing and execution, a fully-integrated instruction-to-settlement process that incorporates a complete custody service.
  • Experience in Validating and comparing the Reference/Market Data from different databases using SQL queries.
  • Analyze reference data and mapped it for further processing in legacy systems and report generation.
  • Modified the look of every page in the entire portfolio by applying various themes such as, font, background, link bars, bullets of the lists.
  • Participated in Bug-Review meetings with software developers, QA engineers, and managers and suggested enhancements to the existing application from business perspectives, and provided solutions to existing bugs.

Business Analyst/Project Coordinator

Citibank
08.2017 - 12.2017

Project Involved Data Governance Initiative by implementing Colibra functionality

  • Worked in Collibra implementation across the enterprise, driving governance activities for all participating business units and ensuring all work activity is completed on time and to standards; while mitigating risks as needed
  • Manage access management for different roles to mitigate the vulnerability.
  • Help in the creation of process mapping and data mapping in Collibra at the Enterprise level for transparency and accuracy.
  • Identify and prioritize physical data dictionary by engaging application custodians within Wealth Management.
  • Generate script to capture raw metadata to produce an excel file to be loaded into Collibra for different domains Uploaded metadata into Collibra and review it with the application specialist for consistency and accuracy.
  • Create technical lineage in Collibra across lines of businesses by generating an excel document and uploading it in Collibra.
  • Ensure end-to-end data flow lineage and system flow lineage are captured in Collibra.
  • Data Loss Prevention (Cyber Security)
  • Work closely with the portfolio Data management team and internal clients to develop and monitor sound workflows, controls, and procedures
  • Analyze user usage at the Enterprise level to apply proper policies for accessing different URLs
  • Surveyed clients to ascertain requirements and expectations for products.

Business Analyst (Guidewire Implementation)

Barclays Capital
05.2014 - 08.2017
  • Worked as a Guidewire Business Analyst for implementation of Guidewire ClaimCenter and PolicyCenter for Personal Lines Auto, Home and Umbrella/Liability Plus lines of Business.
  • Requirements Gathering for Configuration, Integration and Legacy System development work streams through direct user interviews, document analysis as well as formal and informal sessions.
  • Performing Gap analysis of the Current state and desired state to identify the gap and recommending the solution to fulfill gaps.
  • Facilitating Joint Application Design JAD) Sessions with business users and the development team to drive out detailed business requirements, functional requirements, or specifications.
  • Requirements for various User Stories relating to ClaimCenter functional areas like FNOL, Claims Financials, Loss Assessment, Subrogation, Recovery, Salvage, Activities, Litigation Management, Car Rental Management, Bulk Invoices, Contact Management, Document Management, Medical Bill Review, etc.
  • Analysis and documentation of the business requirements for Policy conversion to Guidewire PolicyCenter at the time of renewal.
  • Prepared Source to Target mapping documents in Excel. Understanding of WSDL, XML, and XSD for creating the mapping documents for 'Guidewire-ESB layer-Vendor' and vice versa.
  • Prepared Business process documents, process flow diagrams, sequence diagrams, andcontext diagrams. Knowledge of BPMN and UML
  • Assist the testing team by providing clarifications in requirements, and reviewing requirements for testability.
  • Helping QA Team with integration point testing, providing them with test files or test data.
  • Preparing, reviewing, and updating business requirement documents and user acceptance test plans.
  • Helping to coordinate interface testing efforts across various integration points. Coordination with third-party vendors.
  • Hands-on exposure in Workmen's Compensation, Commercial Insurance as well as Property & Casualty Insurance & its various intricacies.
  • Managed Services for ISO Claim Search for Auto/ Property/Casualty insurance for improving claims processing and fraud detection on filed claims.
  • Extensive knowledge of Policy Admin systems and related operations like New Business, Endorsements, Billing, and Claims in property and casualty - Personal Lines.
  • Environment: MS Office Tools, SQL Server 2005, .NET, ASP, MS Visio, XML, UML, MS Project, guidewire, ghosu

Education

Post Graduate Diploma - Management

K J Somaiya Institute of Management
03.2005

Skills

  • SQL for Querying Data
  • JIRA for User Story
  • Adept at working in Agile & Waterfall Methodology
  • Power BI for Dashboard Reporting
  • HP ALM knowledge Test Case Analysis
  • Confluence & SharePoint for storing and sharing BA Artifacts
  • Good communications skill

Certificates

  • CBAP Certified Business Analysis Professional
  • Certified Internal Auditor – CIA
  • PRMIA Certified Operational Risk Professional (PRMIA)
  • Certified Financial Crime Specialist - CFCS
  • CAMS Certified AML Professional

Timeline

Senior Business Analyst/Project Coordinator - CIBC
02.2022 - Current
Business Analyst - CIBC
02.2020 - 02.2022
Senior Business Analyst - Tech Mahindra
12.2018 - 12.2019
Business Analyst/Project Coordinator - B2B Bank
05.2018 - 12.2018
Business Analyst/Project Coordinator - Citibank
08.2017 - 12.2017
Business Analyst (Guidewire Implementation) - Barclays Capital
05.2014 - 08.2017
K J Somaiya Institute of Management - Post Graduate Diploma, Management
Rominder Singh CBAP