Sumit Malik
Maple,ON
Summary
Business Systems Analyst with over 3 years of experience in Wealth Management, Capital Markets, and Banking, specializing in Agile and Waterfall methodologies. Demonstrated ability to gather and refine requirements while effectively communicating with stakeholders, ensuring alignment with business objectives. Proven track record in facilitating JAR/JAD sessions and collaborating with UX/UI teams to enhance front-end interfaces. Extensive experience in GAP analysis, process mapping, and managing enterprise-level projects for major firms such as Manulife and GE Capital.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Business Analyst/Scrum Master
Manulife Financials
Toronto, ON
03.2021 - Current
- Lead BA for the Book Data Repository project, which deals with trading books across Capital Markets that include products such as derivatives, commodities, and equity.
- Document requirements for several projects for BDR and PEGA workflow software.
- Maintain interaction with business users to verify the requirements and update the existing documents.
- Document multiple design solutions to meet the requirements, with the ability to describe the impacts of each solution on the end business users.
- Conduct solution analysis, thereby translating the business requirements with the Dev and QA teams.
- Helping RTB (Run the Bank) resolve production issues, which require functional expertise.
- Ensure compliance with mandated documentation procedures, such as Foresee, SharePoint, Confluence, etc.
- Responsible for budgeting and forecasting, expense reporting, risk management, status reporting, and execution.
- Manages and escalates risks related to deliverables and commitments made by the team.
- Leading the team as a Scrum Master within Capital Markets' reference data team for the Pega Books Workflow Migration to the Alfresco project.
- This project involves coordinating and prioritizing requirements from many user areas in the bank, such as market risk, finance, product control, compliance, credit risk, operations, and head of trading, for the purpose of building out a unified 'book approval process.'
- Lead and facilitate the Scrum process, including Sprint Planning, Daily Standups, Sprint Retrospectives, Sprint Demos, Story Grooming, and Release Planning.
- Help the team remove any impediments daily, to allow the team to deliver agreed-upon sprint goals and stories.
- Set and run effective, recurring status meetings with the product, portfolio, and delivery managers.
- Gather and update project requirements, convert them into Epics, and user stories.
- Support the architect with data and business flow diagrams.
- Tracked and communicated team velocity, and sprint/release progress.
Project Coordinator
National Bank of Canada
Toronto, ON
01.2019 - 02.2021
- Completed opportunity evaluations in a quick-to-market agile context, including, but not limited to, synthesising business needs, identifying necessary skills, pointing out areas of uncertainty, and suggesting solutions
- Worked in a team setting while utilising agile methodologies for ongoing communication, collaboration, and reuse
- Assisted UI/UX designers in creating a prototype and QA with test data and test cases
- Facilitated Scrum ceremonies and assisted the Scrum Team with functional and non-functional requirement clarification as well as design flow
- SOP and process changes that were documented and kept up to date were made, and business users were also given training on the new methods
- Responsible for acquiring, analysing, documenting, and maintaining product needs as well as conducting business requirement conversations
- This includes reporting requirements (PowerBI) and system design components, which are then translated into functional specifications, data migration rules, business rules, user stories, and mock-ups
- Maintained and updated knowledge asset documentation, including models, business rules, and technical specifications
- Developed test cases for planned system changes, user acceptance testing, and reconciliation on finished report products to verify correctness of reporting products while demonstrating awareness of business influences that can affect reporting outcomes
- Closely collaborated with project managers and IT leads on the estimating, planning, and monitoring of user stories in Jira
- Participated in change control procedures by supplying pertinent documents
Education
Project Management - Project Management
Centennial College
04.2020
B. Tech - Computer Science
Fleming College
04.2015
SGT Engineering college
Skills
- Gap analysis
- Business process improvement
- Business solutions development
- Predictive modeling
- Cost-benefit analysis
- Market research
- SQL
- JIRA
- Confluence
- Stakeholder engagement
Certification
- Certified Scrum Master, Knowledge Hut
- Lean, British Telecom, 01/10/19
- ITIL V3 Foundation, Simplilearn, 12/03/18
Timeline
Business Analyst/Scrum Master
Manulife Financials
03.2021 - Current
Project Coordinator
National Bank of Canada
01.2019 - 02.2021
B. Tech - Computer Science
Fleming College
SGT Engineering college
- Certified Scrum Master, Knowledge Hut
- Lean, British Telecom, 01/10/19
- ITIL V3 Foundation, Simplilearn, 12/03/18
Project Management - Project Management
Centennial College
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