Summary
Overview
Work History
Education
Skills
Timeline
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Fnu Palak

NY

Summary

  • 5+ years of experience as a Business Analyst with expertise in Business Requirements Gathering, Business Analysis, and Business Process Modeling, with experience in working with different SDLC methodologies like Agile-Scrum and Waterfall, as well as a dynamic and results-oriented Financial Analyst with expertise in leveraging cutting-edge financial technologies, including Loan IQ, InteliMatch, and ClearPar, to drive efficiency, accuracy, and strategic decision-making. Proven track record of analyzing complex financial data, optimizing loan portfolios, and implementing process improvements to enhance organizational performance.

Overview

6
6
years of professional experience

Work History

Financial Trade Analyst

Morgan Stanley
Ny
07.2023 - Current
  • Support Financial Forecasting and Budgeting processes related to loan portfolio activities.
  • Utilized InteliMatch for automated reconciliation of various types of financial transactions, including cash, securities, and payments, and also ensured the accuracy and integrity of financial data.
  • Facilitated loan trading and settlement activities using the ClearPar platform, optimizing transaction workflows, and minimizing settlement risk.
  • Collaborate closely with cross-functional teams to drive financial insights, mitigate risks, and support strategic decision-making.
  • Analyze loan data and performance metrics to identify trends, opportunities, and risks.
  • Collaborate with IT and other stakeholders to implement system enhancements, upgrades, and customizations to improve efficiency and functionality.
  • Develop and maintain system documentation, including user guides, and training materials.
  • Conduct financial analysis on loan portfolios, including profitability analysis, yield calculations, and risk assessments.
  • Prepare regular and ad-hoc reports for senior management, highlighting key performance indicators, portfolio metrics, and actionable insights.
  • Coordinated with cross-functional teams to gather financial data and insights for comprehensive reports.

Business Analyst

Progressive Corporation
NY
03.2022 - 07.2023
  • Implementing Agile Methodology for building an internal application.
  • Gathering requirements for SharePoint and other Software Application Projects.
  • Responsible for Optimization of Informatica mappings, sessions, and SQL queries.
  • Conduct Statistical Modeling of data on how providers submit outpatient authorizations using Pivot Tables in Excel.
  • Create action filters, parameters, and calculated sets to prepare Tableau's dashboards and worksheets.
  • Prepare As-is To-be business models Gap Analysis to highlight the Gap and outline the future capabilities of the products.
  • Facilitate JAD sessions to develop an architectural solution that the application meets business requirements and change requests.
  • Manage both functional and non-functional Business Requirements as well as new requested requirements using Jira.

Business Analyst

Walgreens
NJ
08.2019 - 02.2022
  • Worked on Waterfall methodology, and attended daily stand-up, showcase, and sprint retrospective meetings.
  • Worked in a mainframe environment and used SQL to query various reporting databases.
  • Gathered and documented the business BRD and FRD from both formal and informal sessions, and validated the needs of the business stakeholders.
  • Used Power BI, Power Pivot to develop data analysis prototypes, and Power View and Power Map to visualize reports.
  • Created screen mock-ups, conducted gap analysis, SWOT analysis, cost-benefit analysis, and risk analysis.
  • Managed and controlled requirements, as well as defect management and tracking processes, using HP Quality Center.
  • Involving the Requirements Traceability Matrix (RTM) across the deliverables for a project.
  • Worked autonomously, exhibited good communication skills, and demonstrated strong problem-solving abilities.
  • Managed and led meetings and workshops with multiple departments to solidify requirements.
  • Delivered timely support by tracking issues and communicating resolutions to end users.

Education

Bachelor - Computer Science

The City College of New York
New York City, NY

Associate - Computer Science

New York City College of Technology
NY

Skills

SDLC Agile/Scrum Waterfall FRD BRD SRS MS Projects Excel

Tableau Power BI Impact analysis

GAP analysis Risk analysis

SWOT analysis Jira Microsoft Visio HP Quality Center Reconciliation

JAD RTM UAT SQL Time management Leadership

Management Problem solving Documentation and presentation

Verbal communication Loan IQ IntelliMatch Clear Par ERA WSO

Trades Financial forecasting Dashboard creation Stakeholder management

Timeline

Financial Trade Analyst

Morgan Stanley
07.2023 - Current

Business Analyst

Progressive Corporation
03.2022 - 07.2023

Business Analyst

Walgreens
08.2019 - 02.2022

Bachelor - Computer Science

The City College of New York

Associate - Computer Science

New York City College of Technology

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Fnu Palak