Dhvanit D Email & Phone Number

Edison, Nj, Us

United States

Boston, Massachusetts, United States

My current project is on migration from Fast to Factset. Fast is a legacy system been used by SSGA for over10 years. Fast has limitation in generating reports and recording data. The project is to enhance new system with reconciliation of data and generate appropriate reports and record data for different portfolios, securities, benchmarks, weights, etc. Additional fields were introduced for better coverage and reporting purpose and new query is generated to form new and revised Table/Schemas. This will be beneficial to portfolio manager, Investment manager, etc.• Referred to project artifact & documents and created requirements.• Conducted meetings with SME for Radar UI Dashboard and new addition to it.• Created user stories for radar UI dashboard and new features to be added.• Compared existing Fast reports vs. new reports generated by Factset.• Attended daily scrum meetings and discussing questions and challenges faced.• Helped in reconciliation of large number of data coming out from Radar and FAST.• Helped with reconciliation on Weights, Benchmarks, Counts, missing identifiers, duplicates.• Updated dashboards with the tracking issues.• Attended and coordinated weekly meetings with Business, IT and Factset team.• Found benchmarks for missing securities and reported it into the tracker.• Updated Jira stories based on requirements and reports generated.• Run query in Dbeaver(AWS) for viewing various tables and compared data, hierarchy of the fields, etc.• Updated milestone report for the process – by coloring it to Red – for out of scope, Amber – in scope and Green – completed. Tools – Jira, Dbeaver(AWS), Factset Issue tracker, Factset Dashboad, Radar UI, MS office, Sharepoint, Box drive, Radar, etc.

Cherry Hill, New Jersey, United States

Gathered requirements from Trading Desk, Portfolio Management Department and Accounting Department to develop the trading function, portfolio management function and accounting function of the system. Mitigated extreme technology risk by removing unsupported features on the platform. Performed pre-analysis of the user requirements, assigned priorities and translated the requirements to functional specifications and mapped the requirements to appropriate GAAP rules.Designed trade-related workflow for trading flow through to the settlement and accounting systems. Created the detailed requirements documentation for setting the structure of the statements.Planning, updating and maintaining the project plans/charters and project progress reports.As a scrum master initiated and coordinated creating and prioritizing the Sprint Backlogs in JIRA, conducted Sprint Retrospectives and reviews, sharing metrics to identify and implement improvements. Involved in defining project scope, project plans and timelines & communicating the same to project and technical team members throughout the project life cycle.Managed the change requests and requirements successfully at all phases of the SDLC.Translated business requirements into technical requirements and system specifications. Provided specifications for Data Modeling, including Conceptual models, Logical models and Physical models.Prepared data mapping documentation using SQL for the translation of foreign currency into US dollars and matching the securities’ value into their market value.Prepared activity diagrams using Rational Rose according to UML methodology.Maintained various versions of the documents generated during the project and managed them by incorporating the change request modifications.Extensively carried out User Acceptance testing (UAT) by closely working with users and developers.Involved in deployment and production testing.Prepared user training manuals and conducted user training sessions

New York, New York, United States

Worked in the project following Waterfall SDLC methodology. Conducted user interviews and JAD sessions to gather requirements, analyzed, and documented requirements based on the analysis of the workflow model.Gathered and refined business requirements for a new auto and consumer finance loan origination implementation project.Analyzed Requirements and segregated them into high level and low-level Use Cases, conducted workflow, process diagram and gap analyses etc.Created various Activity Diagrams, Sequence, Class, Swimlane and State Chart Diagrams using Rational Rose according to UML methodology.Facilitated and managed meeting sessions from business areas including Confidential Origination, Loan Processing.Provided Capital Markets Operations subject matter expertise in Fixed Income and Equities products.Developed business requirements document (BRD), Use Cases, User requirements and functional requirements.Generated workflow process, flow charts and data flow diagrams for the project and reviewed process for mortgages and documents needed to close loans.Conducted data definition and data mapping, for transferring data from the legacy to new database. Analysis of the data retrieved through MS Excel Sheets. Adept at using Pivot tables, VLOOKUP and dashboards. Coordinated in Data migration from MS Excel to SQL Server Reporting Service Using DTS and SQL loader utilities.Conducted Previews and User Acceptance Test (UAT) sessions with the marketing team.Performed Root Cause Analysis and Re-Engineered business process and implemented performance measures, project presentations to the business users.Conducted end user training and supported L1-L2 level of support (service desk model) during the post production phase.

Dallas, Texas, United States

Worked extensively with Wealth Management Financial Advisors to understand the requirement and goal of the project.Planned, organized, and conducted walkthrough with business team and technical team for common understanding and gathering the requirements to develop BRD.Used UML diagram to write a Wealth Management system model, covering conceptual ideas.Created screen mock-ups and assisted the UI team in designing the UI screen layout.Performed GAP analysis by understanding the existing system, interviewing the users, understanding business processes and the proposed application.Identified the Data Source and defined them to build the Data Source Views for easy accessUsed MS Excel and SQL Server to implement data mapping, data validation, data reconciliation.Worked closely with the development team to verify that business needs are fulfilled, and deliverables are produced within specified budget, quality, and time.Maintained RTM (Requirements Traceability Matrix) for the current business process and proposed changes.Worked with QA team for implementing test plans and test reports, which included writing and running test cases ensuring all the functionalities are properly tested.Conducted training sessions to make the users comfortable with the functionality.

New York, United States

Gathered and documented business requirements based on current systems functionalities, created UML using the use case diagram on BRD.Conducted Interview and JAD with business to identify requirement gaps, identify new requirements and open issues.Interacted with Fund managers and advisors to gather reporting requirements.Business units' portfolios are multiple with different holdings consisting of different investments like shares, futures, OTC derivatives etc.Used Rally for requirement management, change management, test planning, scheduling, managing and tracking defects.Coordinated with different project teams to resolve requirement conflicts.Coordinated and collaborated with functional users, software and system team to identify, develop the BI solutions that automate data loading, data processing and analytics reporting from various data sources.Reviewed test plan and test cases prepared by QA team.Coordinated end to end testing and also performed functional testing to detect the bugs along with the QAsCreated UAT test cases as well as co- ordinated UAT and helped users in performing the testingInteracted with developers, UI designer and UX to make sure that application is being built accordingly and made sure of the timely delivery.Documented Test Plan, Test cases, performed functional and regression testing and Facilitated UAT and recorded the user feedback for future changes.Created User manual guide and provided training session to user for better understanding of the applicationWas involved in documenting various functional specifications for future reference and cleaning-up the WS Data mapping doc for any errors.

Mt Laurel Township, Nj

Understood the manual process of loan processing. Estimated the time taken by the loans processing personnel for processing manually and comparing with the time taken by the robot.Gathered customer’s business requirements and clearly documented them in order to RPA Consultant teams to deploy automation projects in an optimal mannerDeveloped the objects and workflows as per client requirement in EncompassWorked with Business Teams to create PDD (Process Definition Document) and developed separate SDD (Solution Design Document)Involved in Logging into websites, searching websites, submitting web forms, or updating records on a websiteCreated the robot using UiPath that is importing the files in a form of zip folder to the designated folderUtilized UiPath Orchestrator to deploy the robots into the real working environmentCreated the automation to capture various testing trials using performance testing, pilot testing, regression testing under UAT environmentsWorked with different teams in making changes in developed processes as per the Technical Design Document (TDD) to meet the defined requirements

Pittsburg, Pa, United States

Gather and document functional requirements by liaising with the Administration team, Inventory team, Procurement team, and Financial Control team.Developed technical specifications and design to integrate the solution with other business applicationsLiaise with senior management and business stakeholders to understand, document, and certify existing business processes and requirements.Delivered Gap analysis documents and functional test cases.Collaborate with IT developers and testers to customize and deliver the modules on the ERP solution. Assisted in UAT and user training sessionsProvided Microsoft Dynamics 365 functional and technical implementation expertise on the entire project.

Kansas City, Missouri, United States

Discussed and reviewed the enhancements required to build internal systems.Interacted with portfolio analysts and asset managers to finalize the Business Requirements for the application.Worked with the regulatory reporting team to ensure that the information obtained is consistent with BSA/AML policy and procedures.Performed the requirement analysis and identified the access level for different Supervisory Tiers.Assisted in the administration and review of Client Risk Scoring, Client Identification and KYC documentation oversight/management requirements.Documented the 'current state' and 'future state' of the data extraction and enrichment process and performed gap analysis.Worked extensively with the finance team to set particular compliances for different instruments like, derivatives (options, swaps, futures, forwards), fixed-income securities (bonds, CDs).Proposed both strategic and tactical solutions towards filling the gap for supporting trade monitoring solutions.Performed operational trade activity analysis involving front/middle office to identify and rectify regulatory compliance (BSA & AML policies) and internal fraud weaknesses.Worked extensively with various cross-functional teams to help identify alert assignments and user supervision classification features and functionality.Coordinated and prioritized outstanding defects and enhancements/system requests based on business requirements, allowing sufficient time frame to ensure accuracy and consider deadlines.

Fairfield, New Jersey, United States

Working directly with Partners and Office staff on process mapping (procedures, policies) on various projects and management activities.Reporting and documenting business and functional requirements and specifications for ongoing projects for additional business needs.Created and documented Business Requirement Documents (BRD), Use Cases, Use Case Diagrams, Activity diagrams, Business Flow DiagramsPrepared knowledge data with corresponding graphs and possible solutions for business plans and strategies to monitor and mitigate risk.Mediator between the Human Resource department and IT department, Finance, Budgeting, Payroll for projects.Strong data analysis, data mapping and reconciliation skills.Performed Feasibility, Adaptability and Risk Analysis to identify the business critical and high-risk areas of the Application. Provided technical assistance in identifying, evaluating, and developing systems and procedures that were cost effective and met business requirements.Helped in improving the Human Resources Intranet site by conducting interviews, analyzing existing site functionality and Excel reporting.Assisted Sales team in developing process and procedures for E-Commerce Project Management, Supplier Diversity program and registration.Reviewed and Maintained documents per accounting policies and procedures.Prepared data mapping for monthly P&L entries and reconciled entries with previous months’ data to find the reasons for variance on expense accounts before the month end closing.Generated path for creating timely and complete financial statements from Quick books.Pulled and Input budget into QuickBooks and run monthly variance analysisCoordinated the provision of information to accountant and auditors for the annual auditPrepared knowledge data with corresponding graphs and possible solutions for business plans and strategies to monitor and mitigate risk.Created PowerPoint, Excel documents, Business Reviews, as requested.