Summary
Overview
Work History
Skills
Education
Timeline
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SURAJ KUMAR KINNERA

Plano,TX

Summary

8+ years of Industry experience as a Sr. Business Analyst with solid understanding of Business Requirements Gathering, Evaluating Data Sources and Translating Requirements into Specifications in Banking Industry. Extensive experience in role as Senior Business Analyst with excellent knowledge to the full Software Development Life Cycle (SDLC) methodologies, frame works and processes. Experienced in managing requirements from project inception through release. Expertise in using Rational tools for creating use cases, version control, and defect tracking and monitoring and used the Rational Unified Process (RUP) methodology in all areas of the software development life cycle (SDLC) Good Knowledge of various financial products like Stocks, Bonds, Mortgage-Backed Securities (MBS), Collateral Mortgage Obligation (CMO), and Fixed Income Instruments. Managed dependencies and worked with dependent and interfacing teams to align support and delivery of product to ensure team success including process mapping of Commercial loan (Wholesale, DDA, CRE) life cycle process from case management of commercial relationships, underwriting analysis, credit approval, loan closing documentation, booking, funding and collateral vault to identify gaps and opportunities. Experienced across Microsoft Business Intelligence suite Power BI Service, Power BI Desktop, SQL Server, SQL Server Integration Services (SSIS) and SQL Server Analysis Services (SSAS). Expertise in the usage of ETL tools including SSIS, DTS for large-scale Data warehouse implementation Projects involving conversion of data from heterogeneous data sources including SQL Server 2000/2005, DB2 and Oracle Over 3 years of experience developing interactive dashboards using Power BI and Over 3 years of experience working with Tableau. Applied hypothesis testing and advanced statistical methods in R (clustering, random forest, regressions) to Deployed SSRS reports using report server and responsible for monitoring and tuning reports. Experience in providing Logging, Error handling by using Event Handler and Performance Tuning in SSIS packages by using Row Transformations, Block and Unblock Transformations. Expertise Knowledge in writing DAX Queries and MDX Queries. Design and development of Microsoft Power BI visualization solutions like Dashboards, Standard Reports, Scorecards, Drill down reports, Drill through reports, charts and Ad - hoc Reports. Comprehensive understanding and experience of SDLC and project life cycle methodologies such as Waterfall, Agile/Scrum, Rapid Application Development, (RAD) and Rational Unified Process (RUP). Created templates and documentation aligned to Agile & SAFe principles and processes. Experienced in conducting Requirement Analysis, Use Case Design, Designing Test Plans and developed database schemas based on the logical models. Worked with Demand Deposit Account (DDA) applications; this included coordination across multiple in-house teams, vendor team, and the department for application analysis and design documentation and review. Experienced in multi-tier, database-driven, client-server, Internet, Web, and wireless development. Focus on making systems better through Agile Methodologies, re-architecture, re-factoring, code clean-up, and redesign. Requirement gathering, BRD preparation for various functionalities like DDA, Fund transfer, Customer maintenance, Loan IQ, Loan origination and non-functional requirements for Flex cube. Documented business requirements, functional requirements, use cases, business rules of financial transactions as bill payments, transfers, deposits and security access. Ability to gather business and Technical Requirements from both formal and informal sessions utilizing a variety of software methodologies including, Use Cases and the Rational Unified Process. Experience working as Joint Application Development (JAD) facilitator and meetings coordinator with excellent interpersonal skills. Mastered the ability to design and deploy rich Graphic visualizations with Drill Down menu option and Parameterized using Tableau. Expertise in using Tableau Filter, URL and Highlight actions to switch between sheets and navigate to external or internal websites Expert in visualizing the data, reporting and analyzing, creating the dashboards and reports in an intelligible pictorial representing like bars, geographic maps, bubbles, pies, lines etc. Proficient in creating Tableau scorecards, dashboards using advance Tableau functions like Calculated elds, Sets, bins, Groups, Parameters, Actions, Level of Detail (LOD), Adhoc Calculations, etc. Experience in creating various filters like quick filters, data source filters, global filters, context filters and user filters in Tableau. Extensive experience in creating users, groups, sites, row level security and monitoring server activities in Tableau Server. Experienced and Created logs for ETL load at package level and task level to log number of records processed by each package and each task in a package using SSIS 2012. Developed Custom Reports and different types of Tabular Reports, Matrix Reports, Ad hoc Reports and distributed Reports in multiple formats using SQL Server Reporting Services (SSRS) in Business intelligence development studio (BIDS). Experienced and Created logs for ETL load at package level and task level to log number of records processed by each package and each task in a package using SSIS 2012. Expertise working with SSAS Tabular model to produce reports in excel les using pivot tables. Excellent T-SQL programming skills and experience in the development of SSIS packages using BIDS, complex Stored Procedures, Configuration Files, Tables, Views, Triggers and Functions. Expertise in broad range of technologies, including business process tools such as Microsoft Project, Primavera, MS Access, MS Visio, technical assessment tools, Data Warehousing concepts and web design and development. Strong Communication and Presentation Skills substantiated in past assignments with developers, project managers, subject-matter experts, stakeholders, system implementers, and application end-users. Creative and Enthusiastic Self-Starter with integrative thinking skills, capable of forming and maintaining positive and productive working relationships in internal, external, independent, and team environments. Experienced in writing Test Plan and Test Cases and aggressively involved in Regression Testing and Performance Testing using automation tools like Win Runner, LoadRunner, Test Director, Quick Test Pro, Silk Test and Oracle table manipulation using SQL. Involved in Business Requirements walkthrough with the business owners as well as the technical stakeholders. Worked on identifying monitoring gaps or failures during real time transmissions and proactively challenging business units for resolutions and enhancements. Good communication skills in working with business leaders, executive management, business process owners, user communities and IT solution providers. Involved in writing Test Plan and Test Cases and aggressively involved in Regression Testing and Performance Testing using automation tools like Win Runner, Load Runner, Test Director, Quick Test Pro, Silk Test and Oracle table manipulation using SQL.

Overview

8
8
years of professional experience
4
4
years of post-secondary education

Work History

Senior Analyst

  • In the successful transition from Brokerage DDA to AWM DDA origination platform
  • Worked on Confluence, Demand Deposit Account (DDA), RLS, ARR and FAP applications; this included coordination across multiple in-house teams, vendor team, and the department for application analysis and design documentation and review
  • Worked on conversion of word documents into Confluence product involved in import and manual rewrite of the documents to be submitted into Confluence
  • Reviewed secured documents on SharePoint and verified documents, folders and PowerPoint presentations for customer personal identification (CPI)
  • Analysed business workflow and system needs for conversions and migrations; assisted in data mapping
  • Defined and developed test plan documentation to support system validation and/or user acceptance testing
  • Carried out database validation by running SQL statements to validate data in the source and destination databases
  • Discussed and Defined Scope of the Usability changes of the current Deposit Application with the Line of Business as part of Change Management
  • Prepared Process Flows for AS-IS and TO-BE processes of the Online Credit Card application, as well as started creating BRD and writing all the requirements into the BRD as and when they were locked
  • Created Mapping documents of all in-scope Credit Card products and their respective product Features and Options, as well as a mapping document with various entry points of both Credit Card and Deposit Account and their respective fields on the online application
  • Prepared a list of Action Items and assigned owners to each Action Item, along with a deadline in which each owner had to come-up with a reply
  • In addition, followed-up with the respective owner through email about particular open questions
  • Worked with the application developers to create test strategy to implement various phases of testing like Performance, Integration, Unit and User acceptance testing
  • Coordination and delivery of communications across internal and external audiences and create BA artefacts like use cases, activity diagram, sequence diagrams, data models and ER diagrams
  • Mapped data for Hogan IDS/ DDA pieces for a recent acquisition
  • Mapping was based upon Business requirements, Functional Requirements and field to field Data Requirements
  • Worked on reviewing Business Requirements for accuracy and attended User Group meetings to address any problem areas
  • Developed, maintained and distributed files and reports used in the forecasting process: Rate, Deposit and Balance Trend Reports, Savings and DDA Migration reports, Internet Account Activity Statistical reports, FDIC Balance reports and Pricing files
  • Extensively involved in Agile-Scrum projects, part of running scrum-boards, maintaining backlogs, grooming user stories (BDD based), and organizing sprints
  • Understanding of daily transactions including deposit account (DA), loan process and FAP applications; this includes coordination across multiple in-house teams, and the department for application analysis and design documentation and review
  • Worked in software engineering methodologies or SDLC like Agile and Waterfall methodologies
  • Developed SSIS packages using various Tasks such as conditional splits, fuzzy look ups, aggregations and multicasting
  • Analyzed existing SSIS packages to improve performance
  • Used JIRA for planning and tracking the portfolios, stories, roadmaps, themes, ideas, defects, tasks, tests and issues
  • Extensively Worked on CIF, DDA/CASA and TD accounts
  • Worked with the Product Management team in order to ensure effective scope management and resource planning
  • Designed and reviewed various documents including the Software Requirement Specifications (SRS), Business requirements document (BRD), Use Case Specifications, Functional Specifications (FSD), Systems Design Specification (SDS), Requirement Traceability Matrix (RTM) and testing documents
  • Involved in conducting release planning in Agile environment & coordinated releases with development team & software quality assurance team for timely delivery
  • Coordinating efforts across internal organizational units and primary vendors to integrate overall business process workflows to gain operational efficiencies and provide highest level customer service possible
  • Reviewed, analysed and evaluated business processes and associated IT application requirements for SharePoint and develop and execute test strategies, plans, scenarios, and tracks resolution to identified defects.

Sr. Business Analyst

Zions bank
11.2020 - Current
  • Understand and participate in the functional specification requirements gathering and analysis with product owners and stakeholders for different work packages with the bank
  • Involved and actively participated in all the scrum meetings & events i.e
  • Sprint planning, Backlog grooming, Sprint retrospective, PI planning, daily stand-ups etc
  • Engaged with scrum team members to demonstrate the functional specification requirements
  • Involved in breaking down the functional specification requirements into features, components, sub-components & user stories
  • Create user stories with detailed acceptance criteria of the business requirements and ensure artifacts are captured, prioritized, communicated, and properly sized by the team
  • Assigned child tasks to each user stories and tracked the status of the stories to analyze if any blockers or bugs found in the process of development/testing the requirement
  • Log the found bugs/anomalies to the user stories and follow-ups with offshore development team for fix and delivery in patch
  • Engaged with product owners and scrum team to discuss on product & institution level parameters setup in the application prior to testing
  • Review/update the test cases for each functional requirements within the work package and obtain the business approval
  • Interact with business users to identify dashboard strategies, report layouts and analysis presentations
  • Validate and developed Meta Data for all developed reports in Microsoft Power BI Desktop
  • Developed analytics solutions by defining and translating business requirements into dashboard & reporting solutions and implementing them within Microsoft Power BI Desktop and Visualizations
  • Collaborated closely with other work package scrum teams and financial teams to resolve the any dependencies found
  • Worked on UAT test scenarios and test scripts and executed UAT testing
  • Define business logic by adding Data Analysis Expressions (DAX) calculations
  • Familiar with DAX Functions Such as SUMX, CALCULATE, ALLEXCEPT, FILTER, RANK
  • Created Dynamic Dropdown measures in slicer with the help of DAX in Power BI Desktop
  • Requirements were recorded in IBM rational application and in Azure Dev Ops under smart docs; extensively used these applications for user stories, tasks, and issue tracking.

Sr. Business Analyst

Chase
08.2019 - 11.2020
  • The initial scope of the project was to develop an Online Credit Card application for existing and non-existing customers of Wells with enhanced Fraud Tools
  • Over the course of the Concept Definition Phase, [Well’s equivalent of Requirements Gathering Phase (Initiate & Define)], the scope of the project turned into integrating Online Credit Card application with existing DDA (Demand Deposit Application) and developing an Integrated Online Credit Card application
  • The Integrated Online Credit Card application would allow both existing and non-existing of the Bank’s customers to apply for a Credit Card, as well as one or more Deposit Accounts, online at the same time.

Business Analyst

CapitalOne
06.2018 - 07.2019
  • Proactively identified and removed blockers, facilitated frequent retrospectives and shared metrics to identify and implement improvements
  • Deep understanding of various investment alternatives for portfolio such as equities, treasury and corporate bonds, debentures, derivatives (futures, forwards and options), commodities, private equity, real estate, hedge funds and venture capital
  • Understanding of deposit account (DA), how it works, what is the process and its rules and regulations
  • Provided coaching on Agile values and practice to other teams within the company
  • Involved in Scrum sprint planning sessions, backlog grooming, sizing, sprint retrospectives &reviews, daily stand-ups, user stories and acceptance criteria
  • In depth knowledge of Software Development Life Cycle process which includes Waterfall and Spiral methodologies and expertise in Rational Unified Process methodology (RUP), and Agile methodologies
  • Addressed all aspects of the loan life cycle, starting from identifying a prospective client to the loan closure
  • Worked on bank conversion for deposit products, sub - product re-alignment, and capacity planning for Z/OS operating system using HALDB
  • Evaluation of all Banking daily deposit accounts (DDA) related systems
  • Worked on documenting the conversion of Time and Demand Deposit accounts form one vender software to another
  • Drive client satisfaction by acting as clients' primary contact for issue resolution, being easily accessible, facilitating positive interactions, and ensuring adequate follow-up to outstanding issues
  • Presented internal financial models to investment groups
  • Compiled packages of documentation to fulfil due diligence and business process requirements of funding firms
  • Assisted and managed the annual audit process for all funds serviced
  • Assisted fund administration team in the preparation and review of annual and semi-annual financial statements
  • Developed complex stored procedures and views for generating reports like drill-down, parameterized using SSRS
  • Applied hypothesis testing and advanced statistical methods in R (clustering, random forest, regressions) to Deployed SSRS reports using report server and responsible for monitoring and tuning reports
  • Developed reports in Tableau by performing visual analytics by inter connecting with R environment for in depth analysis
  • Developed complex SQL scripts for Teradata database for creating BI layer on DW for tableau reporting
  • Dashboard Visualization through Tableau BI application
  • Effectively used data blending, Filters, actions, Hierarchies feature in tableau
  • Building, publishing customized interactive reports and dashboards, report scheduling using Tableau server
  • Designed different BI Dashboards for the Company Executives, through an efficient use of Tableau Report Services
  • Defined best practices for Tableau report development
  • Administered user, user groups, and scheduled instances for reports in Tableau
  • Helped end users with integration of their front-end application with tableau server by establishing trusted authentication
  • Created rich dashboards using tableau desktop and prepared user stories to create compelling dashboards to deliver actionable insights
  • Maintained Test Log and wrote Test Evaluation, Summary Reports
  • Setup and Deployed tableau server to publish dashboard to a central location for portal integration
  • Implemented row level security and windows AD authentication for Tableau reports
  • Worked with the tableau community to extensive test the tableau 8 beta version
  • Involved in preparing and reviewing board materials and presented to boards and senior client management
  • Significant experience and expertise in maintaining strong working relationship with external and internal clients and with all fund service providers including transfer agents, custodians, outside counsel and external auditors
  • Formulated and monitored adherence to departmental policies and procedures
  • Took a personal interest in the professional development of staff and supervisors
  • Participated in project review meetings to resolve defect related issues and updated MS Project task items
  • Revised existing documentation comprehensively to enhance the ability of the stakeholders to proceed with the next major phase of developing the application
  • Structured flexible test plans, test cases and test scripts to test entire application based on business requirements, technical specifications, product knowledge and use case scenarios.

Business Analyst

AT&T
09.2016 - 05.2018
  • Involved in gathering Business & Technical Requirements, Source System Analysis, Gap Analysis, Data Profiling, Requirements Documentation for ETL development and report development
  • Worked on various statistical data analysis reports for corporate clients, provided ad-hoc updates and modified report templates as required
  • Involved in implementation of Document Management System meeting requirement deadlines
  • Worked on business requirements to set rules for proper data transfer from Data Source to Data Target in Data Mapping
  • Involved in SQL Scripting, Transactional Data Analysis and Reporting on MS SQL database
  • Involved in preparing, gathering and analysing business requirements, user requirements, design and technical specification documents
  • Worked primarily with fixed income, structured products, collateralized/ asset-backed securities, equities and derivative/ OTC products
  • Worked with various business groups to understand their data analysis requirements and provided appropriate support to reduce the number of reports
  • Interacted with the SMEs and Stakeholders to get a better understanding of client's business processes
  • Analysed relational data with SQL to quickly understand existing data stores and to validate source/target mappings and transformation logic
  • Knowledge of RUP's Iterative Software Development Life Cycle (SDLC) process and Agile Software Development
  • Involved in walkthroughs and validations on logical model and created physical data model using forward engineering
  • Carried out queries from customer data base using SQL
  • Worked on performed Back End Testing by extensively using SQL queries to verify the integrity of the database
  • Requirements were recorded in JIRA application; extensively used this tool for User Stories, Tasks, and Issue tracking
  • Worked on Business Requirements performed GAP Analysis and Design Systems Solutions
  • Experience in Creating, Configuring, and Fine-tuning ETL work flows designed in MS SQL Server Integration Services (SSIS)
  • Involved in Managing Data modelling project from Logical design and implementation of Sybase Database
  • Involved in System Integration and User Acceptance Testing
  • Worked with key stakeholders, technology and operational areas and conducted workshops to gather business requirements and to produce current state analysis
  • Worked on preparing user stories and examples from the features as part of the BDD (Behavior Driver Development) approach
  • Involved in writing Business Requirements and translated them into Functional Requirements and other supporting artefacts
  • Involved in project coordinating activities like scheduling meetings, communicating with project resources, preparing and leading presentations, working closely with project stakeholders and it project team
  • Involved in JAD sessions with various teams (Business, development team, QA team) which aids in developing an architectural solution that the application met, to resolve open issues and accommodate change requests
  • Worked with key stakeholders, technical BA's and IT team during User Acceptance Testing
  • Worked on UAT test scenarios and test scripts and executed UAT testing.

Business Analyst

Walmart
05.2015 - 08.2016
  • Involved in performing acquisitions due diligence including credit valuation, underwriting, site inspection, capital improvement, redevelopment, & asset management on a portfolio of commercial loans, commercial real estate loans, & real estate assets
  • Worked on Business Requirements Documents (BRD) compilation with stakeholders from Portfolio Management, Trading, Risk, Middle Office, Accounting and Compliance teams
  • Worked with development teams including developers, programmers, architects, business analysts, quality analysts and quality control staff
  • Involved in tracking the full project life cycle from project start including assessment, documentation, design, development, validation, testing, change management, project team management and deployment using issue, risk and requirements logs
  • Involved in translating the requirements into Business (Functional) and System (Technical) requirements and review with the customer to get their approval
  • Wrote complex SQL queries to analyze and understand data
  • Worked on requests for modifications of IT asset data attributes which have been discovered in production environment
  • Involved in preparing and analysing (data mining) client monthly deliverables and ad-hoc reports to include summary and loan level information
  • Organize present data and reports in aesthetic and easy-to-understand formats
  • Involved in developing and designing visualizations for management and clients covering a variety of performance indicators using Tableau or Excel
  • Involved in creating SQL statements to identify specific loan population and other key data points for drill-down analysis
  • Worked with the management of IT asset tracking by modifying data in the asset repository and /or registration of IT assets
  • Worked on application development project deliverables
  • Obtain appropriate level of signoff as appropriate throughout the project lifecycle
  • Understanding and review of various documents including Software Requirement Specifications (SRS), Business requirements document (BRD), Use Case Specifications, Functional Specifications (FSD), Systems Design Specification (SDS), Requirement, Traceability Matrix (RTM) and testing documents
  • Worked with business teams to create a project plan, tracking the schedule, managing the risks & change management
  • Involved in gathering requirements from the Subject Matter Experts (SMEs) and Stakeholders using various elicitation techniques and documented Business Requirements Document (BRD)
  • Analysed the Business logic involved in calculations of the Risk event values against the LOBs
  • Involved in designing the User Interface prototype using wireframes, screen mock-ups during the process of requirements gathering
  • Worked with the development team in creating wireframes and working prototypes using QlikView.

Skills

  • UAT Support
  • Data and Analytics
  • Gathering Business Requirements
  • User Acceptance Testing (UAT)
  • Logistic Regression
  • Information Flow Management

Education

Bachelor of Science - Information Technology

J. B. Institute of Engineering And Technology
Hyderabad
08.2011 - 05.2015

Timeline

Sr. Business Analyst

Zions bank
11.2020 - Current

Sr. Business Analyst

Chase
08.2019 - 11.2020

Business Analyst

CapitalOne
06.2018 - 07.2019

Business Analyst

AT&T
09.2016 - 05.2018

Business Analyst

Walmart
05.2015 - 08.2016

Bachelor of Science - Information Technology

J. B. Institute of Engineering And Technology
08.2011 - 05.2015

Senior Analyst

SURAJ KUMAR KINNERA