Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Lakshmi Prasanna Basavaraju

Monroe,NJ

Summary

Result-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Skilled in enhancing systems and aligning technical solutions with business objectives.

Proven success in leading projects from start to finish and contributing to organizational growth and success.

Possess versatile skills in Product Management, leading technology driven projects and client collaboration.

Overview

18
18
years of professional experience

Work History

Lead Product Owner

Fiserv
03.2023 - Current
  • Oversee the full lifecycle of ITM integration between Fiserv Cores and third-party solutions, ensuring seamless implementation.
  • Act as the SME and primary liaison for multiple cores, including Precision, DNA, Portico, Premier, and Cleartouch, facilitating ITM solutions for clients.
  • Drive weekly collaboration meetings with third-party vendors to track development progress and testing milestones.
  • Engage in beta testing initiatives with end clients and third-party providers to validate system performance and functionality.
  • Lead client discovery sessions to understand requirements and translate them into actionable insights.
  • Collaborate with relationship managers to address client inquiries and maintain a prospective client tracker for streamlined engagement.
  • Led the Managed Services initiative for ITMs, overseeing the project from inception to execution.

VP – Business Systems Analyst/Product Owner

JPMorgan CHASE BANK
03.2022 - 03.2023
  • Contributed to multiple projects under the CSW application across various lines of business, including Custody Asset Servicing, Custody Trade Settlements, Direct Custody, and Tax.
  • Led initiatives such as Email Generation for UIBs, Settlements Integration, MIS Reporting, BANCS Client Rejection, CSW_TAX Integration, and DCC – Canned Commentary Functionality.
  • Currently spearheading the CSW 2.0 AWS migration initiative, collaborating with solution architects and data engineers on workflow optimization.
  • Acted as an SME, ensuring data lineage accuracy for UDMs from upstream sources.
  • Engaged with stakeholders, middle-office users, and cross-functional teams to gather and define requirements.
  • Served as a Product Owner, managing and prioritizing the product backlog while aligning development efforts with strategic goals.
  • Translated product strategies into actionable development tasks and user stories.
  • Led requirement elicitation sessions, created workflows, and drafted user experience manuals.
  • Participated in design discussions with architects to enhance data workflows and API integrations.
  • Conducted technical reviews with AD Leads to validate system designs.
  • Delivered requirement walk-throughs to development teams, QA, CET, and end-users, ensuring alignment and approval.
  • Established a standardized process within CSW for business requirements documentation and tracking.
  • Created user experience documents to illustrate workflows before implementation.
  • Conducted post-implementation application demos for end-users.
  • Supported UAT processes, provided assistance to users, and ensured timely sign-offs.
  • Collaborated closely with QA teams to validate test cases and scenarios.
  • Provided project status updates and delivery reports to management.
  • Proficient in JIRA and Confluence, with experience as an administrator and Scrum Master.

Lead Business Systems Analyst/Project Manager

Horizon BCBS, Flysoft, Inc, Blue Cross Blue Shield
10.2019 - 01.2022
  • Led multiple projects within the API Messaging Platform department, including State-Based Exchange, MA-Producer Portal, and Orion Data Ingestion.
  • Conducted business requirements gathering and documented user stories to drive development.
  • Collaborated with developers, architects, QA teams, and stakeholders to ensure project success.
  • Coordinated with business teams and third parties for seamless data ingestion into Horizon systems.
  • Led JAD sessions and requirements elicitation with cross-functional teams.
  • Created and maintained various technical documents, including technical specifications, DOU, BRDs, and updated Swaggers.
  • Designed mockups using Balsamiq and coordinated proof of concept (PoC) delivery.
  • Utilized Confluence for documentation and knowledge management.
  • Provided mentorship to junior business analysts, developers, and testers.
  • Served as Subject Matter Expert (SME) to align project processes with audit requirements.
  • Acted as a liaison between third-party vendors, business users, developers, and leadership.
  • Conducted demos and walkthrough sessions for stakeholders on documented requirements.
  • Performed unit testing, followed test-driven development practices, and coordinated issue resolution with the development team.
  • Managed user acceptance testing (UAT), coordinating approvals from business stakeholders.

Senior Business Analyst

Deutsche Bank, Flysoft, Inc
11.2017 - 10.2019


  • Worked on Bank Regulatory Reports - FRY9C, 2052A for analysis/testing and documentation
  • Worked with business to create user stories for new fed requirements on 2052A line items
  • Extensively performed data analysis and lineage mapping to source data from downstream systems for 2052A
  • Led implementation of FR 2052a reporting, consisting of complex XML
  • Was responsible solely to coordinate requirements with liquidity teams and delivery for 2052A reports
  • And deliver requirements for technology teams for 2052A report
  • Co-ordination with SMEs for user stories and performed analysis and Unit testing for 2052A/ FRY9C reports
  • Updating of rules/user specification in Online AIM (Online FSD)
  • Co-ordination with developers to run the axiom workflow and to deliver the results to SME’s
  • Working on financial line-item mapping from FR Y 9C to 14Q schedules for the PPNR projections of Income Statement and Balance Sheet line items
  • Drafted test cases
  • Performed Testing, validation and co-ordinated for UAT sign off
  • Acted as a liaison between business users and developers
  • Performed Post production checkouts and validation
  • Also, managed OCRR/CCAR/14Q/2052A recon boards as scrum master for Quarter 1
  • Tracked all the records of testing and signs offs for audit team
  • Methodology: Agile
  • Tools: Axiom (UI), JIRA, MS Word, Excel.

AXIOM IT Senior BA

Credit Suisse, Flysoft, Inc
10.2015 - 10.2017


  • Worked on various reports as TIC B reports with regard to reporting of OTC derivatives for cash margins as third party. Also 14A, 14Q, FRY 9C,
  • Also worked on US Data MART project on Data sourcing to AXIOM Reports
  • Simultaneously involved in change requests raised by users for CCAR reports
  • Worked on Data Lineage Report (Table/Column/Data source) mapping for various systems involved in the workflow for CCAR Reports
  • Worked on multiple projects/Reports for the client for submission of CCAR reports 2017
  • Performed GAP analysis for Class Vs Presentation table and column data for BO and OBIEE
  • Handled several end to end projects Cayman Repo, WP57, Country by Country, Evergreen, OCRR Wave 1, OCRR Wave 2 and other MRC items raised by users
  • Adept at excel and development documentation
  • Drafted technical specifications document, functional specifications Document, Business Requirement document, Proof of Concept and delivered to Users/development team
  • Supported Global Testing Team for functional testing and Users for UAT
  • Ensured on-time quality delivery of projects and activities assigned
  • Report on and monitor project status on regular basis (weekly) as to inform all stakeholders of ongoing program updates


Senior Business Analyst/PM

Barclays Capital
10.2014 - 07.2015

*Initiated the project from scratch by laying Scope, Project plan, Low level design working with offshore Project lead/Mangers (TCS Group).

• Organized project kickoff by assembling onsite and offshore teams.

• Identified SME’s in technology controls team for Risk and Control toolset and Service management toolset for integration/migration efforts.

• Extensively interacted with various stake holders throughout the project.

• Elicited requirements, interviewed several users across various zones India, USA, Ukraine for development effort. • Managed Onsite and Offshore teams. Led several requirements sessions for offshore team to update requirements.

• Trained the team to understand the domain on operational risk management – Operation Risk Events, Actions, Reporting structure.

• Sound understanding of Operations governance tools such as OPUS and RSAM.

• Possess Sound knowledge of SSRS reporting tool.

• Instrumental in developing various documentation required for the project – Business Requirement Document, Technical Design Document, RNC Change Management Plan, UAT defect Log.

Drafted Proof of Concept for RNC tool with the support from developers and got the signoff for critical requirements.

• Played an important role in creating wireframes/driving requirements for the Markets deck dashboard in SSRS.

• Extensively used Ms. Visio, Balsamic Mockup tool, and Project pencil for visualization of various use cases.

• Involved in technical analysis for RNC toolset. Prepared mapping documents for source files and database columns. Ensured all the offshore queries are answered and development is advancing.

• Ensured project is meeting timelines specified to the client.

• Laid change management process to handle change requests.

• Co-Ordinated UAT and ensured all the issues are properly interpreted by the offshore team and defect log is updated and the issues are fixed.

• Worked hand in hand with the offshore project lead.

• Completed various Barclays internal certifications

Project Manager

Wolters Kluwer
02.2013 - 08.2014


  • Initiated the project from scratch by laying Scope, Project plan, Low level design working with offshore Project lead/Mangers (TCS Group)
  • Organized project kickoff by assembling onsite and offshore teams
  • Identified SME’s in technology controls team for Risk and Control toolset and Service management toolset for integration/migration efforts
  • Extensively interacted with various stake holders throughout the project
  • Elicited requirements, interviewed several users across various zones India, USA, Ukraine for development effort
  • Managed Onsite and Offshore teams
  • Led several requirements sessions for offshore team to update requirements
  • Trained the team to understand the domain on operational risk management – Operation Risk Events, Actions, Reporting structure
  • Sound understanding of Operations governance tools such as OPUS and RSAM
  • Possess Sound knowledge of SSRS reporting tool
  • Instrumental in developing various documentation required for the project – Business Requirement Document, Technical Design Document, RNC Change Management Plan, UAT defect Log
  • Drafted Proof of Concept for RNC tool with the support from developers and got the signoff for critical requirements
  • Played an important role in creating wireframes/driving requirements for the Markets deck dashboard in SSRS
  • Extensively used Ms
  • Visio, Balsamic Mockup tool, and Project pencil for visualization of various use cases
  • Involved in technical analysis for RNC toolset
  • Prepared mapping documents for source files and database columns
  • Ensured all the offshore queries are answered and development is advancing
  • Ensured project is meeting timelines specified to the client
  • Laid change management process to handle change requests
  • Co-Ordinated UAT and ensured all the issues are properly interpreted by the offshore team and defect log is updated and the issues are fixed
  • Worked hand in hand with the offshore project lead
  • Completed various Barclays internal certifications (AML)
  • Technologies: Microsoft Business Intelligence, MS Silverlight, DotNet, MS SQl Server Management Studio

Lead Business systems Analyst

UBS
02.2010 - 01.2013
  • Project: OLS Applications, is a Swiss global company headquartered in Basel and Zurich, Switzerland
  • It provides Investment banking, asset management, and wealth management services for its clients worldwide
  • UBS has extensive experience managing the wealth of high net worth and ultra-high net worth individuals with its 150 years history and a network of offices in over 50 countries on 5 continents
  • Its global strategy is centered on strengthening UBS’s leading Wealth Management Americas franchise while integrating and finding synergies among the Investment Banking and Global Asset Management divisions (CTB and RTB) to deliver outstanding solutions for our clients
  • RESPONSIBILITIES:
  • Documented detailed business requirements document (BRD) in OLS applications
  • Authored "road-map" and documented business rules on Fraud Detection Services
  • Involved in setting up the business rules for Fraud Detection services in the on-line services platform in UBS
  • Extensively used UML for entity relationship and data mapping
  • Involved in Risk/impact analysis to identify high risk areas
  • Helped Service center team in resolving various issues with Customers in Wealth Management OLS
  • Liaised with business and functional owner during risk engineering and high-level review sessions to derive and execute action plans, meeting timelines and standards
  • Worked in sync with financial advisors on RTB project on setting up back end processes and business rules.

Lead Business Analyst

Nordstrom Credit Division
01.2007 - 01.2010
  • Interfaced with stake holders and facilitated communication between client and the IT department
  • Lead the team of business analysts to drive the requirements
  • Transformed user specifications into functional specifications
  • Documented various documents including the Business Requirements Document and the Use Case Specification Documents
  • Performed Feasibility and Risk Analysis to report critical and high-risk areas of the application
  • Developed use case documents and adept and UML in creating various diagrams to depict business process flows and workflows
  • Performed requirement walkthroughs with the Dev
  • And QA teams with the aim to develop testing strategies and test plans such that test cases reflect user needs
  • Conducted Gap analysis to understand new business model and additional functionalities to be incorporated into the new application
  • Conducted JAD sessions for better understanding and refining of requirements in coordination with multiple teams
  • Participated in Change control meetings recommending appropriate action after analysis of changing requirements
  • Provided project manager with regular status updates and provided assistance related to cost control and budget management for overall project
  • Involved in vendor management
  • Managed multiple projects from Business side.

Education

MBA - Financial Management

Advanced Post Graduation in Business Management
B.R. Ambedkar Open University
08-2006

Skills

  • Application integration
  • Product life cycle management
  • Collaborative client engagement
  • Project coordination

Languages

English
Professional Working
Hindi
Professional Working
Telugu
Professional Working

Timeline

Lead Product Owner

Fiserv
03.2023 - Current

VP – Business Systems Analyst/Product Owner

JPMorgan CHASE BANK
03.2022 - 03.2023

Lead Business Systems Analyst/Project Manager

Horizon BCBS, Flysoft, Inc, Blue Cross Blue Shield
10.2019 - 01.2022

Senior Business Analyst

Deutsche Bank, Flysoft, Inc
11.2017 - 10.2019

AXIOM IT Senior BA

Credit Suisse, Flysoft, Inc
10.2015 - 10.2017

Senior Business Analyst/PM

Barclays Capital
10.2014 - 07.2015

Project Manager

Wolters Kluwer
02.2013 - 08.2014

Lead Business systems Analyst

UBS
02.2010 - 01.2013

Lead Business Analyst

Nordstrom Credit Division
01.2007 - 01.2010

MBA - Financial Management

Advanced Post Graduation in Business Management
Lakshmi Prasanna Basavaraju