Pratixaben Meghani

Professional Summary
Over 8+ years of extensive experience as Business Analyst and working in Banking & Financial domains.
Experienced in Investment Banking projects specialized in Financial Markets, Capital Markets, Wealth Management, and Risk Management.
Used numerous requirement techniques in order to have a non-redundant requirement which helps in creating efficient FRDs and BRDs.
Working with the backend data retrieval team, data stewards, data mart team to guide the proper structuring of data for Power BI reporting
Expertise in Software Development Life Cycle (SDLC) methodologies like Agile (Scrum, Test Driven Development, Kanban), Waterfall, Scrum-Waterfall Hybrid
Experience in Equities, Fixed Income, Bonds, Foreign Exchange, Derivatives (Swaps, Future, Options) and AML Monitoring.
Responsible for Workday HR Data Request of field mapping and values between PeopleSoft and Workday
Assisted QA in the reviewing test cases and ensuring appropriate test coverage using Postman
Implement business process models, write acceptance criteria, and design user interface via UX Design process for enterprise applications on AWS.
Conducted GAP, Impact, SWOT, Cost benefit analysis, Root cause, Interface Analysis, Feasibility study, ROI Analysis, Impact analysis, Risk Analysis, and As-Is and
To-Be business analysis.
Proficient in migrating workbooks between different environments in Tableau server using Tamed
Familiar with AML, KYC, Dodd Frank Compliance, OFAC and HMT regulations, Customer Identification Program (CIP), Customer Due Diligence (CDD), Enhanced
Due Diligence (EDD), Suspicious Activity Report (SAR), Politically Exposed Person (PEP), FATCA, Transaction Monitoring.
Microsoft Certified in visualizing data in Power BI Desktop and deploying Dashboard in Power BI service
Experience working with applications for creating block diagram models (UI/UX) of pages, Mockups, Wireframes and prototyping using Balsamiq and Justin mind.
Regression testing for Web and Mobile Apps utilizing tools such as HP QC/ALM and Excel to create and create and execute test plans
Part of design and Implement end to end automation of provisioning of Virtual machines in the Azure Private cloud with the help of ServiceNow.
Tested the ETL Informatica mappings and other ETL Processes (Data Warehouse Testing).
Design and Implement end to end automation of provisioning of Virtual machines in the Azure Private cloud with the help of ServiceNow
Actively participated in Change Management, performed Impact Analysis, maintained Change Log. Participated in Scrum meetings to handle unpredicted changes and
effectively deliver the product within the given deadline.
Created Process Flow Diagram, Use Case Diagram, Activity Diagram, and Sequence Diagram using tools such as Rational Rose and MS Visio.
Proficient in using Agile Scrum methodologies, performed roles of Product Owner, Scrum Master following sprint/standup sessions and used JIRA & Version One
extensively to write Epics, User stories, analyzed the Iteration Burn Down charts and reviewed defects.
Provide day to day support for several agile sprint teams, create JIRA tickets and Confluence pages, facilitate grooming sessions and maintain backlog items.
Prepared BRD’s for the data mapping and mapped the legacy data to the ERP.
Develop AEM templates and components leveraging current AEM software releases
Work experience with the enterprise IAM (Identity and Access Management).
The Service Now platform clean most of the development and are at the UAT phases.
Integrated the data from Oracle to Sales Force (SFDC) using Informatica cloud
Worked on PeopleSoft to verify employee details.
Designed & developed Power BI and for education, health, human services business groups.
Expertise in Scrum Ceremonies like Daily Scrum, Backlog refinement, Sprint planning and Sprint Retrospective, Program Increment using Agile Methodology.
Experience in Reporting Tools like Tableau in delivering reports for CTOs and VPs for the business presentation.
Strong experience in different databases like server, Oracle etc.
Prepares integration (SIT) and regression test cases and can participate in user acceptance (UAT). Worked with vendors and infrastructure teams for performance tests.
Adapt at creating User Manuals and highly experienced in Postproduction Validation (PPV).
Experience in interactions with stakeholders from business, project teams, IT operations, developers, architects, and vendors (i.e. Cross-functional teams).

PROFESSIONAL EXPERIENCE
Perficient, Inc - Boston, MA Sep 2021 – Present
Role: Business Analyst
Responsibilities:
Worked on Mobile application project.
Monitored and supported Securities Trading, Order Processing, Customer Portfolio, KYC Know Your Customer, Credit Risk and other on-line Banking
systems.
Writing interest rate derivative report using Calypso Report Java API. Reconciliation with legacy Rolfe-Nolan system on treasury futures and options.
Hands on experience on funds transfer application including the messaging system like SWIFT and FIX protocol. CHIPS and Fedwire.
Gathered requirements through interviews, meetings, and existing documentation and conducted UAT.
Involved in gathering requirements for Mobile Application (IOS and Android app)
Set up meetings, conducted Walkthroughs, JAD sessions with Management, SMEs (Subject Matter Experts), vendors, users and other stakeholders to resolve open and
pending issues and to develop specifications.
Analyzed and managed projects for a large investment company to deliver information to customer's wireless devices including cell phones, pagers, mobile intranet
devices and other internet applications.
Managed server to server project to deliver additional monitoring tools for support of server-to-server alerts sent to client investment companies
Worked in partnership with the KYC technical team to translate implementation options into detailed Functional Requirement Specifications and Technical
Requirement Specifications.
Implemented tactical and strategic solutions to remediate data quality issues and ensure accurate trade reporting.
Serving as a liaise between Supply Chain, Marketing, Sales, Finance and IT teams and providing analysis to Confidential.
Handled Big Data records totaling in the millions to upload data into SQL from SAP.
AS a Scrum master Facilitated variometer sportive meeting and solved the various impediments during scrum ceremonies such as backlog refinement meeting spent
planning meeting, Daily scrum, Spirent review mainland.
Followed Agile Methodology and extensively worked with tools like MS Office suite MS Project, MS Visio, MS Outlook, MS PowerPoint, Snag it, Mock flow.
Understanding of Investment banking, Asset Management and other fund management functions including Front Office, Middle Office and Back Office
operations.
Provided support to the Derivatives desk such as investigations, adjustments to trades, manual EV uploads, etc.
Participated in understanding existing Sovereign's ACH processing system, daily PEP payment processing and analysis of PEP reports, payment distribution,
daily reconciliation and balancing.
Strategic and motivated professional with hands-on experience in Service Operations and Wealth Management PMO with knowledge in Waterfall and Agile Software
development Life Cycle.
Install, integrate, configure, and deploy IAM solutions and systems to facilitate User Life-Cycle Management, Identity and Access Governance, Automated Provisioning.
Participated in functional design sessions creates and executes SQL test script and aids in the solution of date issues.
Develops and maintains documentation for the IAM project
Worked on sourcing data from various systems (Endure, Algorithmics, Calypso, Optics, and Simcorp) & databases. The sourced data is transformed & loaded (ETL) into
an analytics data warehouse for regulatory & management reporting purposes
Created User Stories along with Acceptance Criteria for ILM and IAM modules in Agile Craft
Evaluating the designed Process, Risk Management, Control and Monitoring Statement from the Portal based on the provided guidance.
Support business heads and risk managers at organizational level on Risk Management and compliance management
Produced Use Case, Domain Dictionary, UML Charts and diagrams. Assisting in developing object models from the functional requirements and architecture using UML
methodologies and modeling tools knowledge (Rational Rose) (RUP Methodology).
Actively worked with the Capital Market and financial trading team to develop Equities, Futures, Forwards, Options, Derivatives online trading facility
Strategic and motivated professional with hands-on experience in Service Operations and Wealth Management PMO with knowledge in Waterfall and Agile Software
development Life Cycle.
Strong working experience in Capital Market Risk Management System, Corporate Finance and Treasury Team player, comfortable working in fast paced, changing
environment and ambiguity.
Conducted market research and analysis in Capital Markets consisting of Stock Market and Bond Market
Performed EDD (Enhanced Due Diligence) for heightened risk Investment Banking & Capital Markets clients and ensured compliance with relevant regulations and
corporate policies.
Customer Support as liaison for any and all Global Business IT/EDI project implementations.
 Participate in discussions and team meetings for improving the efficiency for data conversion and global template solution. Training end users for using the Workday
HRIS system through workshops.
Design and development of major “Dashboard” software application.
Extensive experience with Capital Market, Portfolio Management, Credit Risk, Credit Rates, Market Risk, Operational Risk, ACH.
Identified and developed Use Cases from the requirements.
Handlings exceptions, ERM and email queries and resolving them on timely manner.
Resolve ERM queries on time.
Worked as SAP consultant for Implementation using the ASAP methodology in the organization.
Used Visio to develop Use Case diagrams, Activity Diagrams and Sequence Diagrams.
Analyzed and discussed the business and functional requirements for the application under construction.
Worked with the quality assurance team so as to test different releases and to develop test plans and test cases.
Testing platform and the Workforce Management (WFA) system; allowing for the processing of both Local Service Request (LSR) and Access Service Requests (ASR).
Wrote SQL queries to generate ad-hoc reports, validate to maintain data integrity.
Apply custom changes to Calypso software in order to replicate vanilla and exotic OTC derivative products
Conducted training sessions for the end users and documented various training manuals.
Involved in the system workflow analysis and contributed to the overall workflow diagram for the website.

Deutsche Bank - New York, NY Oct 2019 – Aug 2021

Role: Business Analyst
Responsibilities:
Work closely with the Product owner to present, justify and negotiate the requirements with business stakeholders.
Discussed with SMEs across different businesses units to gain solid knowledge of the existing Credit Risk Calculation System and assisted in preparing an advanced Risk
Assessment and ROI Management.
Assist in the administration and review of Client Risk Scoring, Client Identification, Client Onboarding, identifying Key Risk Indicators (KRI) and KYC documentation
oversight/management requirements.
Designing and deploying solutions that optimized the Sales /Service cloud functionality and lead the implementation of these solutions.
Prepared Use Case Models based on Business Requirement documentation (BRD) gathered through interaction with users. Studied existing business application and
processes, collected end user requirements and suggested the improvised Business Process Model.
Thorough understanding of various modules of AML including Watch List Filtering, Suspicious Activity Monitoring, CTR, CDD, and EDD.
Identify PeopleSoft queries for re-creation within Workday for continued support of legacy processes
Experience in Tableau Projects (involved in the complete lifecycle from requirement gathering, data modeling - scripting, developing and testing dashboards using
Tableau)
Identify and assess new and existing risk and elevate any concerns to Capital Markets Senior Management to mitigate bank exposure or potential.
Supported multiple business areas including Fixed Income, Risk management, AML, Equities, Derivatives, Options and Futures, Brokers and institutional clients, to
conduct trade activities like purchases, liquidations, exchanges, and cancellations over the web.
Transaction Monitoring of wholesale, retail, and private banking accounts. Reviewed wire transfers to ensure compliance with the U.S. Treasury Department's Office of
Foreign Assets Control and Anti Money Laundering.
Utilized sharp presentation skills and background in software engineering to present a demo of the tool to the executive director of Supply Chain department and other
stakeholders in the chain.
Designed & developed Informatica mappings, mapplets, worklets and workflows to create load-ready data files for loading Oracle E- Business Suite.
Extensive knowledge with Fixed Income, Equities, Foreign exchange. This includes the associated systems; Swift, Chips, Fedwire, Euroclear, DTC, DTCC.
Performed extensive “Gap analysis” of the Wealth Management application to document existing business process flows and derive requirements for the proposed
functionalities.
Supported URBIS modules like Foreign Exchange, Money Market, Foreign Exchange Swaps, Interest Bearing Securities, Discounted Securities and Options for Treasury
department.
Supported and assisted the Customer Support Call Center and other call center clients with the creation of call flows, call scripting and historical reporting.
Identified different risks such as credit risk (default risk), prepayment risk, inflation risk, and market risk. Project requirements for cash management practices adhered to
accounting principles or GAAP and IFRS.
Worked heavily on SQL server databases to extract date and build business reports.
Prepared functional requirement documentation for ACH account analysis AA -pricing and billing, customer statements and customer communication
functionalities.
Collaborated with BSA Compliance Officers and Risk Management to generate reports for all the trades which are screened in Front Office to comply with KYC/AML
procedures.
Thoroughly studied the capital market structures and account reconciliation systems to have a clear understanding of the Financial business processes and associated
system workflow
Facilitated change management within the project by performing impact analysis for change requests and regularly updating Requirement Traceability Matrix (RTM).
Strategic and motivated professional with hands-on experience in Service Operations and Wealth Management PMO with knowledge in Waterfall and Agile Software
development Life Cycle.
Good understanding on Capital market such as Equities, Equity Derivatives Fixed Income - Corporate Bonds, Government Securities, Mortgage-Backed Securities
(MBS), Collateralized Mortgage Obligation (CMOs), Asset Backed Securities (ABS), Collateralized Debt Obligation (CDOs).
Diagnostic assessment study (gaps report) of Operational Risk Management Framework and policies including Fraud Risk and Business Continuity Management and
provide recommendations/road map for enhancement as per leading practices
Performing Risk & Control Self-Assessment for client's (Banks) Operations/ Businesses to proactively identify risks and conduct risk assessment workshops with Bank.
Designing and developing the ORM frameworks, policies and tools such as RCSA, KRI, Loss Data, Scenario Analysis, outsourcing risk and reporting frameworks for
client’s organizations
Worked with an Agile Team to deliver a Regulatory Reporting implementation.
Worked with business, Identity and Access Management (IAM) team for the requirement gathering on user privileges, authentication and authorization policies, single
sign-on, access level instructions on IAM.
Assist Product Owner in creating Product Backlog and Prioritization.
Extremely capable of carrying out data analysis skills using SQL and transforming and mapping data helping perform regression testing, gap analysis and impact analysis.
Developed and implemented financial models including Monte Carlo simulations utilized in assessing optimal liquidity, debt capacity (fixed income), treasury buy-back.
Understood Fixed Income, Bonds and Bond Trading Cycle, Equities and Equity Trade Cycle, Derivatives (Options and Futures), Portfolio Management, Wealth
Management, and Sales and Marketing.
Collaborated with Infrastructure technical teams to resolve more complex IAM security related issues.
Collaborated with internal stakeholders to build interfaces between applications and IAM tools.
Analyses incoming work and IAM metrics/measures to drive improvements to the IAM program
Support Business Risk management to assess feasibility and implementation implications for new global policy or regulations.
Assists with the integration of IAM systems with in-house and third-party applications for provisioning, identity
Performed requirement analysis, design, and development of ETL mappings and processes on Informatica Power Center and Unix
Organize and facilitate show and tell potential customers and users to be on-boarded on the ServiceNow platform.

Rockland Trust - Middleboro, MA June 2017 – Sep 2019

Role: Business Analyst
Responsibilities:
Conducted elicitation techniques like surveys/questionnaires, brainstorming, client interviewing and document analysis, and Impact analysis and conducted JAD Sessions
with various stakeholders.
Wrote Business Change Management (BCM) documents to build integrated platforms to accommodate new technologies and development methods to improve
processing of derivatives and reduce operational risks.
Developed clutter free Tableau dashboards for various product lines and departments
Gathered functional requirements, analyzed workflows and created narrative Use Cases to develop new process workflows for the Wealth Management application..
Steer Middle Office and Front Office Technology teams to implement in-house XML conversion of Listed and OTC Derivatives to, XML, FPML and/or SWIFT
protocols.
 Responsible for Workday HR Data Request of field mapping and values between PeopleSoft and Workday.
Followed SDLC, Waterfall and agile software development methodologies (SCRUM), values, and procedures to enhance functional documents of Payments and Cash
Management products for production support and projects.
Involved business / system analysis; design, specifications and development of workflows, user acceptance testing (UAT)
Developed Power BI model used for financial reporting of the total invoices generated to the accounts payable.
Designed and documented the entire Architecture of Power bi. BI Reporting and Visualization.
Worked as a Business Analyst to support a Operational risk management team of large Swiss based Investment Bank by liaising with key stakeholders to prepare BRDs
and test cases, performing UAT and preparing release notes and training material for BCBS239 compliance
Prepared Test Plans for Unit Test and System Integrated Testing of Informatica Session and Workflows
Translated business requirements to functional requirements and technical specifications with help of Unified Modeling Language (UML) diagrams (Activity diagram,
Sequence diagram, Data flow diagram), Entity Relationship Diagrams (ERD).
Produced Requirements traceability matrices (RTM) to support the application development and control changes.
Ensured that the test cases, test script, and test scenarios covered all the points mentioned in the business requirement document (BRD) and functional specification
(FSD).
Providing clear, concise and accurate updates to senior management.
Designed the weekly Payment balancing process document to validate incoming claim amounts for the week vs outgoing payments.
Preliminary and Final payment cycle balancing: The reimbursement on amount of claims, voids, adjustments, and financial transactions are accumulated to determine the
net payment for each provider.
Ensuring compliance with TIAA Operational risk requirements throughout the project lifecycle.
Ensuring overall project tracking, planning, coordination and status reporting to the various stakeholders using effective communication channels.

Standard Chartered – Surat, Gujarat May 2014 – Dec 2016

Role: Business Analyst
Responsibilities:
Facilitated Joint Requirement Planning (JRP) sessions with SME's in understanding the Requirements pertaining to Loan Origination to Loan Processing.
Involved in the analysis of the existing credit card processing system, mapping phase according to functionality and data conversion procedure.
Extracted the Business Requirements from the end users keeping in mind their need for the application and prepared Business Requirement Documents (BRD) using
Rational Requisite.
Performed GAP analysis to meet the requirements.
Maintained requirements in JIRA for tracking and testing purposes.
Used Agile/ SCRUM and PMI methodologies to monitor steer and develop project objectives.
Created and managed Project Templates, Use Case Project Templates, Requirement Types and Traceability Relationships in RequisitePro.
Translated business requirements to data mining requirements by using different data analysis tools such as Tableau.
Coordinated with DBA and Business objects designer group in solving various technical issues.
Lead the configuration of the client's business process workflow repository utilizing various process modeling tools based upon my recommendations.
Involved in creating automated Test Scripts representing various Transactions, Documenting the Load Testing Process and Methodology. Created meaningful reports for
analysis and integrated the Performance Testing in the SDLC.
Conducted Functional Walkthroughs, User Acceptance Testing (UAT), and supervised the development of User Manuals for customers.
Used SQL to extract and collect data to generate reports using BI tools such as Tableau. Involved in understanding the reporting requirements and providing Tableau
reporting solutions.
Various versions of the documents are generated during the project were maintained and managed using Rational ClearCase and performed defect tracking using Rational
Clear Quest.
Created manual Test Cases in HP ALM for various user stories based on Release and Sprint Plan.

EDUCATION

Masters from Veer Narmad South Gujarat University, Gujarat, India.

Bachelor’s from Veer Narmad South Gujarat University, Gujarat, India.