Abhishek Ranjan

949 433 5562; [email protected]

Sr Business Analyst
ROLES EXPERIENCE SUMMARY:
Sr Business Analyst  12+ years of professional experience as a Business
Analyst with excellent understanding, analyzing and
SKILLS INVENTORY documenting Business Requirements, Functional
Analysis/Design: Specifications, and Business Process Flow.
User Requirements Gathering  Extensive experience in Investment Banking, Capital
Business requirements Market, Fixed Income, Credit Risk, Market Risk, Financial
Document (BRD) Services, Portfolio Management and their different Line
Functional requirements and
of Businesses (LOB).
specifications (FRS)
Business Use Cases
 Excellent understanding of Financial Instruments (Stocks,
Project Management Corporate and Government Bonds, CDS, MBS,
Data Analysis Derivatives) and regulatory and compliance reporting
Adaptability to Client’s  Extensive experience in the areas of Program / Project
Methodology Delivery, Technology Integrations / Implementation,
Test Planning & Execution Process Improvements, Business Analysis and Team
User Acceptance Testing (UAT) Management.
System /GAP Analysis  Functional professional with experience in finance, risk
Staff Training
management and operations improvement across front,
Functional:
middle and back offices
Investment Banking  Knowledge of developing Business Flow Analysis and GAP
Investment Banking Compliance Analysis between AS IS and TO BE workflow models
Capital Markets  Experience in conducting requirement gathering
Risk Management (Collateral sessions, gathering business and functional
Management) requirements, conducting feasibility studies, performing
Healthcare (Medicare & gap analysis, risk analysis, and business process
Medicaid) modeling.
 Excellent writing skills in generating, Project Charter,
Technical:
Databases (Oracle, SQL Server),
Project Plan, Business Requirements documents, USE
Case Specifications, Test Plan, Risk Management Plan and
Unix
Publishing Regular Reports with status and metrics.
 Expertise in Best Practices Methodologies including Agile
(Scrum) and Waterfall.
 Conduct Unit Test and System Integration Test and Lead
User Acceptance Testing (UAT) and obtain user signoff for
testing phase.
 Hands on experience and knowledge of various Project
tracking tools like JIRA and reporting tools like SSRS.
 Expertise in Database Querying and writing SQL Queries.
Abhishek Ranjan
949 433 5562; [email protected]
Sr Business Analyst
EDUCATION:
Robert H. Smith School of Business, University of Maryland, College Park, Maryland 2012
Master of Business Administration (MBA), Focus Area: Finance.
 Recipient, Smith MBA Scholar Award: Among top 5% of students honored with award for academic
and professional excellence.
 Graduate Assistant, Department of Finance: Teaching Assistant for a class of 180 MS Finance
students. Designed a new “Value investing” course to be introduced for MBA and MS Finance
classes.
 Graduate Assistant, Department of Marketing: Research Assistant to the Chair, Department of
Marketing on Research papers on Social Media Marketing and Crowd Sourcing.

Indian Institute of Technology, Banaras Hindu University, Varanasi, India 2007

Bachelor of Technology, Mechanical Engineering.

EXPERIENCE:

Employer: The Staffed 360 LLC June 2021 – Present

Client: Wellington Management Company Jan 2022 – May 2022

Sr. Buisness Analyst Company
My project in Wellington Management Company was with Risk Assessment and Management group
which creates infrastructure for identifying risk factors and calculating exposure of equity products to
these factors and factor returns. This team also worked on calculating covariance between factor
returns and creating a Covar matrix. My responsibilities in the team were:

 Prepared document to explain the Covariance matrix building process in detail.

 Prepared documents to explain the Exposure validation and Covariance validation.
 Prepared Functional Specification documents for several enhancements done in Covar and Exposure
codes.
 Worked as a Project manager and held regular meetings to determine the latest updates on all
Development projects and update JIRA stories.

Client: Credit Suisse June 2021 – Jan 2022

Sr. Business Analyst
My project in Credit Suisse was with Repo IT team which creates infrastructure for trading, collateral
management and reporting Repo and Reverse Repo trades.

 Worked as BA/PM, created the Functional Specification documents, helped the Dev team during
development and testing phases for Net Securities Report project.
 Worked on collecting requirements and preparing BRD on Point 72 Cash Ageing report.
 Worked on collection of requirements, preparing BRD and sending test trades for introduction of
new Interest method – LIBOR compounding spread exclusive.
 Prepared a training document on Reference Data loading processes.
 Responsible for completing SDF report after every release and preparing weekly and monthly
reports on LIBOR projects.
 Responsible for identifying and analyzing Prime JV breaks and providing explanations to upstream.
Abhishek Ranjan
949 433 5562; [email protected]
Sr Business Analyst

Employer: ABAL Technologies, Inc Nov 2012 – April 2021

Client: State Street, Irvine, CA Aug 2020 - April 2021

Sr. Business Analyst
State Street is an Investment Management Company. My project was with the Collateral Management
team.

Roles & Responsibilities:

APAC CMO project: This particular project deals with creating a new Collateral Management Office for
their Asia Pacific (APAC) accounts.
 Collecting Business and Functional Specifications in the form of ASRD and FSD by interacting with
Business Users, analyzing Stored Procedures and Database tables and analyzing CUP GUI.
 Analyzing all the accounts in scope for the new APAC CMO and the products traded on those
accounts and the volume of those trades.
 Explaining the Business requirements to the developers and helping them analyze JAVA codes and
UNIX scripts to identify any changes required due to introduction of new CMO.
 Working as Project Manager and responsible for keeping project on schedule and preparing Project
scorecard every week.

Matured Swap unsettled amount project: This project deals with populating unsettled amount values
for Matured Swaps in GEM SWAP report.

 Identifying all the relevant SWAP positions by finding SWAP cusips with Maturity dates before
current date and settlement date after current date.
 Calculating Market values for these cusips by using the Net Quantity from TRN table, Cusip Price
from PRH table and Price denominator from TAPS table.
 Inserting these Market values in place of unsettled amounts for the matured SWAP cusips by
creating a full Insert statement with all other fields from GEM SWAP report and then adding this
statement in GEM SWAP stored procedure.

Client: PIMCO, Newport Beach, CA Jul 2015 – June 2020

Sr. Business Analyst
PIMCO is an Investment Management Company and is a part of Allianz group. My project is with a team
called ACE which stands for Automated Compliance Engine and is a part of Capital Market Compliance
group. ACE is responsible for creating and automating trade compliance rules and providing
infrastructure for several applications like Surface, Strata etc. Trades related to all kinds of Capital
Market products including Bonds, Equity, Futures, Options, CDS, MBS etc. have to comply with ACE
Compliance Rules.

Roles & Responsibilities:

 Collecting and writing Business requirements and Functional Specifications by interacting with
Business Users in the form of Agile User stories, Business Requirement Document (BRD) and
Functional Requirement Document (FRD).
 Writing complex SQL queries to retrieve data from database and perform data analysis.
Abhishek Ranjan
949 433 5562; [email protected]
Sr Business Analyst
 Creating new tables and views in database to help migrate data from one database to another or
store new data.
 Creating SSRS reports for reporting customized risk and compliance data as requested by business
users.
 Testing the code changes by sending Trades in AE, Unix or Smarts and comparing actual behavior of
trades in terms of bucket values, rule filtering etc. with expected behavior.
 Creating detailed test cases, test scenarios and test data to execute Beta testing and support
Business team in completing UAT.
 Responsible for writing a Business Specification Checklist and Test Cases list to be used in future
projects of similar nature.

Major Projects
TNS Process Simplification
 Created the Specification document and process flowchart for TNS simplification process. Was
responsible for creating Oracle tables and migrating Clients related information e.g. client’s name
and email IDs from TimesTen database to Oracle tables.
 Also, tested the new TNS process by sending several Smarts trade and checking the Trade
Notification message.
Notional Calculation update 
 Created the Specification document for updating the Notional Value and Notional value + Accrued
Interest attributes for several Swaps, Options and Futures types.
 Completed the diffs analysis by comparing the Bit-off and Bit-on values of these attributes and
comparing them with independent calculations using values from database tables.
Surface view change
 Updated the sf_contribution_vw view which populates bucket values in Surface for SUM(ABS) and
SUM(ABS Percentage) functions so that correct negative bucket values are populated for details
with – or –ABS operator types.
 Tested to make sure the fix corrected bucket values for thousands of rule-acct-cusip combinations.
ETRS Look through
 Created the specification document and test cases for introduction of new ETRS Look through phase
type -19 i.e. ETRS or Constituent LT phase type.
 Tested the new Phase type by creating test rules with different combinations of Rule style and
function types e.g. Position-Sum, Transaction-Count and by using latest Phase type 19 or older phase
17 and comparing the contributions of ETRS or constituent cusips.
BP/SP and Long/Short Context filtering for CCP CDS
 Created the specification document and test cases for fixing the context filtering behavior of
Buy/Sell Protection and Long/Short context types for CCP CDS trades.
 Tested by sending AE trades and confirmed that Buy trades were firing for Sell Protection Rules for
negative or zero net quantity and Sell Trades were firing for Buy Protection rules for positive or zero
net quantity.

Client: JPMorgan Co., Houston, TX Jul 2013 – Jun2015

Business Analyst, COAST
COAST is a part of Corporate and Investment Bank Risk Technology group at JP Morgan. COAST is
primarily responsible for Collateral Management for Capital Market products like OTC Derivatives
products e.g. Options, Swaps, and Commodities derivatives etc. and calculates the Collateral
Abhishek Ranjan
949 433 5562; [email protected]
Sr Business Analyst
requirements for counterparties and communicates to them on a daily basis. COAST calculates the
collateral requirements by conducting a process called CEL-RUN every day and also manages Margin
Calls and Move Creations to clients.
Roles & Responsibilities:
 Responsible for interacting with Business Users and other teams to understand the expectations
from the COAST AD group in a particular project and preparing the Business Requirements
Documents (BRD) and Functional Specification Documents (FSD) to document the in-scope and out-
of-scope specifications and timelines for a project.
 Prepared the Functional Specifications Document (FSD) for designing the feed to be sent from
COAST to xODS to report JPMorgan Collateral for compliance with European Markets Infrastructure
Regulation (EMIR) Collateral reporting regulation.
 Prepared the Functional Specifications Document (FSD) for designing the feed to be sent from
COAST to DCU Optimizer to ensure Collateral positions data are sent to DCU optimizer multiple
times a day and DCU Optimizer sends back move suggestions to COAST users multiple times a day.
 Working as a Business Analyst, Data Analyst and Project Manager for Source Feed migration
activities for COAST. It is my responsibility to interact with teams which are initiating the migrations,
understand the scope of migrations, size of data, timelines and strategy for testing.
 Responsible for attribute difference analysis between the legacy flow and the strategic flow,
reporting the differences to upstream/downstream teams and getting the upstream to resolve the
issues; also responsible for answering any question downstream teams may have regarding their
own testing and finally getting the Signoffs from them. I am also acting as Project Manager keeping
migration activities on schedule from COAST’s perspective.
 Responsible for creating new JIRAs for Data Management tasks in COAST and maintaining a JIRA
tracker to track the progress on each JIRAs. Also responsible for following up with the AD team
about the progress of various JIRAs and reporting the stage i.e. Dev/QA/UAT each JIRA is at in the
JIRA tracker which is used by senior management to manage and plan efforts required for different
projects.
 Responsible for preparing test cases and conducting SIT for any COAST Data Management related
release and also responsible for coordinating UAT with users by providing required support.

Client: WellCare Health Plans, Inc. Tampa, FL Nov 2012 – Jun 2013
Business Systems Analyst
WellCare Health Care Inc. is a Fortune 500 health care organization headquartered in Tampa, FL
specializing in Health Insurance sector. WellCare is a major provider of Medicare and Medicaid services.
One of the most essential components of WellCare IT is Communication Tracking System or CTS which is
responsible of generating and tracking all kinds of communications to members which include letters, ID
cards, kits etc. WellCare has been expanding its Medicaid services in several states like Missouri, South
Carolina and New Jersey and CTS has been instrumental in ensuring effective communications to
members in these states.
Roles & Responsibilities:
 Prepared Business Requirements Document for integration of enrollment process in Arizona
Medicare Project and Low-Income Subsidy Pre-processing for in-coming members of the Arizona
Medicare project by interviewing the business leaders and understanding their business
requirements. Conducted BRD review sessions for Arizona Medicare Project with the Business
leaders and FSD review sessions with the programming team, QA team and UAT team to
communicate the functional specifications and answers any queries related to the functional
specifications.
Abhishek Ranjan
949 433 5562; [email protected]
Sr Business Analyst
 Prepared Business Requirements Documents and Functional Specification Documents for multiple
State required CTS letters as part of the Missouri and South Carolina Expansion project. Conducted
BRD review sessions for Missouri Medicaid Expansion Project with the Business leaders and FSD
review sessions for Missouri Medicaid Expansion Project with the programming team, QA team and
UAT team to communicate the functional specifications and answers any queries related to the
functional specifications.
 Prepared Business Requirements Document and Functional Specification Document for a CTS
Framework change as part of the Radius Provider Directory project. Also prepared the main Business
Requirements Document and Functional Specification Document for the Radius Provider Directory
project. Conducted BRD review sessions for Radius Provider Directory Project with the Business
leaders to ensure the Business requirements were properly captured and any changes were
incorporated. Conducted FSD review sessions for Radius Provider Directory Project with the
programming team, QA team and UAT team to communicate the functional specifications and
answers any queries related to the functional specifications.

Employer: Accenture, Mumbai, India Jun2007- Jul 2010

Metrics Reporting Lead, Quality Assurance Team
 Prepared industry level and organization level Key Performance Indicators reports for Accenture
India Delivery Center, thereby enabling strategic planning for the projects, accurate estimation of
the level of effort and cost required for delivery and effective resource allocation.
 Developed Schedule Variance and Effort Variance metrics for 300 System Integration (SI) projects
and analyzed their impact on the costs and timelines of the projects. Prepared comprehensive
reports analyzing trends for these metrics for a period of 12 months and 24 months.
 Prepared several ad-hoc reports on trends of resource utilizations, number of issues raised and
percentage of issues resolved for several delivery units in Finance and Products service verticals.
Introduced several improvements in the methodologies used to calculate the resource utilizations
and some other metrics.
 Managed the roll-out of a new organization level initiative Bluebook and was responsible for
designing the Bluebook template, ensuring organization wide communication about the initiative
and ensuring 100% compliance. Led the team tasked with tracking and producing 800 bluebooks for
more than 650 AO projects in Accenture IDC.
 Led another initiative for introduction of an improved version of Client Team Satisfaction Survey
(CTSS) and managed the process in terms of designing the template, spreading awareness about the
initiative across the organization and ensuring 100% compliance from 1200 AO and SI projects.
 As the team lead, ranked among top 7% of 6000 Associate Software Engineers and won ASE
Achiever’s Award, Accenture Celebrates Excellence Award and Rising Star Award for outstanding
performance.