LOKESH JOSHI

Massachusetts | 2012567009 | [email protected]

SUMMARY
Seasoned Senior Business System Analyst with a background in enhancing Trade Processing Systems and implementing
robust ETL data workflows. Excel in translating complex business activities into functional specifications and leading
Agile practices to optimize team performance and project outcomes. Possess strong technical acumen with SQL for
report analysis and data validation, alongside creating analysis and system integration artifacts within Development
Process Frameworks. Proven track record in guiding Agile teams to deliver product increments and outcomes, resolving
technical issues, and refining SWIFT messaging workflows. Committed to leveraging tools like JIRA and Confluence
for improved project management and knowledge sharing, driving Agile maturity and successful project completions.

SKILLS
· Perforce · Teradata
· SVN · HP UFT
· HP Quality Center · VB Script
· IBM Rational ClearQuest · Perl Scripting
· JIRA · Portfolio Management
· Confluence · Business Systems Analysis
· SharePoint · Project Management
· MS Visio-2000 · SWIFT Messaging Workflows
· MS Project · SQL & Data Analysis
· MS Office Suite · Agile Methodologies
· Lotus Notes · Trade Processing Systems
· Twiki · ETL Data Workflows
· TOAD · Team Leadership
· RapidSQL · Problem Solving
· DBArtisan · Decision Making
· Data Studio · Communications
· Serena Business Manager · Leadership
· Team Track · Strategic Planning
· Asset Arena · Data Analysis
· NeoXam DataHub · Functional Analysis
· BaNCs · End-to-End Data Workflow
· Axioma · System Testing
· ServiceNow · Risk Management
· Sail Point · Transaction Executions
· Message Workstation · Bookkeeping and Accounting software
· Charles River Investment Management validation
Solution · Administrative Services
· Bloomberg · Payment Services
· Tradeweb SEF · Order Management
 · IBM Optim · Test Management
· DataStage · Implementation
· Splunk · CRD Integration
· Delphix · Technical Analyst
· Windows: 95/NT/2000/XP/Vista/7 · Scrum Master
· Unix · Business Analysis
· DB2 · Data Management
· Sybase · Workflow Automation
· Oracle · E2E workflows

EXPERIENCE
08/2022 to Current Sr. Business Systems Analyst Consultant
State Street Bank － MA
 Supporting the Trade Processing Systems Team to enhance the notification system
application for monthly software releases and new applications for various clients
 Extensive utilization of SQL to actively analyze various reports and data validation
 Performing analysis of business activities to determine business requirements
 Converting business requirements into functional specifications; implemented ETL
data load and transformation workflows
 Responsibilities include gathering business requirements, analyzing the requirements,
creating specifications, creation of analysis and system integration artifacts according
to published Development Process Framework
 Supporting production queries, systems monitoring during peak business volumes and
reacting to business needs while coordinating with technical staff to resolve technical
issues
 Analyzing integration strategies for multiple IT systems, creating process maps,
Improvement artifacts, Analyzing process gaps, Solutions design for process gaps, ER
diagrams, performing cost benefit analysis
 Determining application interface rules; determining details of API's functions &
endpoints; Confirming the data models used to structure the data
 Working with business to determine messaging workflows, implementing
enhancements to SWIFT workflow, User stories
 Verifying acknowledgments of payment orders between institutions' accounts that used
SWIFT codes, certifying message Ack/ Nack and troubleshooting
 Examples such as visualizing work, limiting work in progress, managing workflow,
planning, and guidance for daily stand-ups, sprint planning, short, mid, and long-range
planning
 Enabling progress toward objectives, KPIs, and commitments; guided assigned Agile
teams in delivering the required product increments and outcomes
 Identifying opportunities to improve team-level Agile performance, focused teams on
customer value, quality, and continuous improvement activities, leveraging JIRA for
tracking project deliverables and Confluence knowledge base
  Removing team-level impediments and resolved conflicts; anticipated challenges,
identified risks, and recommended mitigations and solutions
 Utilizing learnings and best practices in furthering the effective use of Agile practices
at the client
 Increasing the overall Agile maturity for teams and supported higher complexity work
towards successful outcomes.

08/2021 to 08/2022 Senior Implementation Specialist

NeoXam Americas Inc － MA
 Participated in NeoXam DataHub, ETL workflow and NeoXam IBOR
implementations
 Implemented the software by carrying out NeoXam software customization, workflow
definition, and optimization
 Provided support in troubleshooting, identifying, and resolving any installation and
implementation obstacles
 Responsively followed up and coordinated client needs and requirements
 Designed and developed in-house modules/functionality on NeoXam DataHub and
other internal processes as well as use of application rule definitions such as REST,
worked on Kafka distributed system architecture, AWS and SaaS upgrade
 Led a team of implementation consultants, created process maps, Improvement
artifacts, analyzed process gaps, Solutions designing for process gaps, ER diagrams
creation, performing cost benefit analysis
 Worked on determining application interface rules; Determining details of API's
functions & endpoints; specific URLs or locations to send requests, Confirming the
requests and responses format, Confirming the data models used to structure the data
 Finalizing the mechanisms for authenticating and securing access to the API
 Experience working on distributed system integration with servers and clients
communicating via a high-performance protocol
 Use of miro workspace for collaborative and centralized communication; designing
templates, frameworks
 Participated in client support efforts, continuously keeping an update on NeoXam Data
Hub and/or NeoXam IBOR functional and technical features and improvements.

01/2019 to 08/2021 Sr. Business Systems Analyst Consultant

MFS Investment Management － MA
 Performed analysis of business activities to determine business requirements for
Charles River (CRD) implementation, upgrade and SaaS project
 Converted business requirements into functional specifications/user stories/use cases
 Worked closely with the portfolio managers, traders, trading assistants, investment
operations team, project managers, business users, QA, developers, and other
technology professionals to ensure that project deliverables were completed on time
 Assisted building and configuring new workflows that met the needs of the business as
 well as eliminating or minimizing existing pain points while still maintaining
necessary control points
 Provided a third-party perspective on the workflows and other implementation details
to ensure the best implementation details possible, created process maps, Improvement
artifacts, analyzed process gaps, Solutions designing for process gaps, ER diagrams
creation, performing cost benefit analysis
 Acted as the primary liaison between business stakeholders and the technology
organization to ensure proper implementation of requirements within the expected
timetable
 Ensured proper data processing using data checks and reports to facilitate error-free
business processes
 Used SQL [Oracle using Toad] to present data to stakeholders to map it onto Charles
River IMS
 Collaborated with the QA team in developing high-level test plans; used miro
collaborative workspace
 Reviewed test cases developed
 Worked with the automated testing team when needed for performance/load testing as
well as automated regression testing
 Worked to ensure a positive end product for business stakeholders by overseeing the
implementation of new software
 Created and maintained proper training material and business documentation and
facilitated user acceptance testing
 Assisted in preparing risk-based audit plans per SOX compliance
 Followed the Software Development Lifecycle (SDLC), ensuring that all steps of the
process had been followed prior to releasing any code; utilizing agile practices,
managing JIRA stories and maintaining knowledge base on Confluence.

01/2014 to 01/2018 Sr. Business Systems Analyst Consultant

Vanguard － PA
 Performed requirement gathering of existing as well as upcoming product releases and
enhancements by interacting with various stakeholders
 Perfectly documented all key processes, scope, risks, and user scenarios to be able to
conduct end-to-end system integration testing and defined test data management
workflow for a project that enabled a client equity group to implement a consistent
investment philosophy and strategy for achieving best-in-class results globally
 Led a team of operations analysts executing data management and operations
procedures in agile methodology, addressing data issues, and assisting in building
automated solutions using HP UFT, Shell, Perl scripts, Java
 Defined requirements and handled environment management, and SQL creation for
NeoXam DataHub
 Performed data mapping for ETL functionalities in Oracle [11g, 12c] databases; used
 SQL in Charles River [CRD]
 Used SQL to identify securities with data issues and fetch records in the required file
format
 Automated business workflows that required SQL in Excel macros & automation
scripts
 Developed index file load workflow [required data mapping] for onboarding portfolio
managing millions $ i.e., more business for the client
 Designed reference data distribution workflow required for portfolio data management
 Worked on determining application interface rules; Determining details of API's
functions & endpoints; specific URLs or locations to send requests, Confirming the
requests and responses format, Confirming the data models used to structure the data
 Created data extract, insert requests with table & column maps [source & target
mapping]; used IBM Optim access definition, application integration definitions such
as REST api, use of AWS for application cloud migration activities
 Certified major release of a project required seeding of masked/ modified real-like data
in the test region; used Oracle SQL [Toad], DataStage, NeoXam DataHub code to get
data in test; the release was successful
 Developed a time-saving data distribution solution within NeoXam, with recognition
from senior management
 Generated requirements that required SQL to build Tableau business reports - for
analyzing data and presenting actionable information to help management and other
corporate end users make informed business decisions
 Liaised between business and technical personnel; constructed easy-to-understand
data, and process models through decomp sessions and workflow analysis; gained
knowledge of software development life cycle; shift left initiatives; builds, releases,
testing phases, warranty releases
 Instrumental in the creation of business process artifacts, procedures; use cases; user
acceptance test execution plan; status reports; completion reports update on
SharePoint; requirement traceability metrics, SOX compliance reports for improving
financial activities
 Used JIRA for creating epics, sub-tasks/ stories, issue tracking, enhancements, build
schedule, database refresh requests, environment readiness task tracking
 Used ServiceNow for environment config change requests and production elevation
requests with sub-tasks
 Provided input into developing and modifying systems to meet client needs and
developed business specifications to support these modifications for Order
management, Investment book of records [IBOR], e2e workflow
 Received Certificate of Appreciation from senior management for an automated order
entry solution.

01/2012 to 01/2013 Sr. Business and Test Analyst Consultant

 The Depository Trust and Clearing Corporation － NJ
 Project Lead worked on the testing of a web-based banking and finance domain used
for post-trade comparison and risk management services to the market
 Received Certificate of Appreciation from management for quality of work in
functional testing, automation, and quality of deliverables
 Configured an automated test file tool that generated different types of test files
required for a downstream application to process further in the testing cycle
 Conducted swift message testing; log file verification; technical issue resolution; test
data set up; used Citrix
 Performed data verification by writing SQL using Toad and Oracle database
 Participated in defect meetings and scheduled status meetings with development and
business teams to resolve queries
 Message format/ scheme workflow testing that was sent to financial institutions on the
SWIFT network
 Worked with business on determining the correct messaging workflow
 Analyzed integration strategies for multiple IT systems
 Verified essential blocks of the SWIFT MT message i.e., header, message content,
trailer
 Verified acknowledgments of payment orders between institutions' accounts that used
SWIFT codes
 Developed a good understanding of message Ack/ Nack and troubleshooting.

01/2007 to 01/2010 IT Analyst Lead Consultant

Morgan Stanley － NY
 Tested various applications, tested data & migration activities of large data warehouse,
developed test cases for use cases
 Executed integration test case scenarios, user acceptance level, regression testing of
latest builds, and ad-hoc testing
 Received an award for building an automation tool and contributions to the project
 Certificates of appreciation for identifying and resolving issues, technical knowledge
sharing, and application enhancements
 Wrote a technical paper on performance tuning techniques of web applications
 Tested ETL jobs; triggers for the jobs; execution and status checking; log file
verification; and issue reporting
 Contributed to client proposals; worked on POCs
 Prepared automated scripts for applications using waterfall methodology; test
execution of scripts; executed issue resolution; used SQL and created data mapping
documents for source and target systems.

01/2005 to 01/2007 Analyst Programmer Consultant

McKesson － GA
 Primary focus was on working on an information system for the healthcare enterprise
  Framework was based on client and service-oriented architecture on the server side
 Prepared & executed integration, UAT, smoke & regression test scenarios of various
interface & batch use cases
 Addressed and resolved issues faced during the execution of scripts
 Assigned various tasks to team members
 Played a key role in training and helping both technically and functionally.

01/2010 Sr. Business, Automation & Test Analyst Consultant

Morgan Stanley － NY
 Business analyzed and tested a banking and finance domain application that delivered
client portfolio management tools; this included portfolio analysis, construction,
reporting, and portfolio performance
 Received a Certificate of Appreciation for an automated solution and quality work in
business analysis and functional testing
 Used SQL in Sybase and DB2 for a data warehousing migration project; knowledge of
ETL infrastructure
 Used SQL to create reports on client tools to compare data between Sybase and DB2
databases
 Data mapped between source and target tables i.e., data extract and load
 Built an automated solution to verify the changing data attributes to certify certain
workflows in the system
 Received an award for creating a solution to access web services by sending and
receiving responses to confirm the web service functionality; helped with test cases in
all regression cycles
 Performed business analysis and functional testing for applications using agile
methodology; designed test strategy; SIT; test planning and execution; automation
strategy and framework design
 Conducted issue logging; test coordination; SME interaction; task allocation to the
team offshore
 Created an automated defect reporting tool to provide management with a formatted
email indicating application defects
 Planning & test execution, automation script & framework design; gained knowledge
of software development life cycle.

EDUCATION AND TRAINING

MBA
Master of Business Administration － Lowell, MA

Bachelor of Engineering in Instrumentation And Con

Pune University
CERTIFICATIONS
· Certificate Course in Software Analysis and Automation
· NCFM Financial Markets Certification, India
· Certified Scrum Master
· Certified Product Owner
· PMP Certification Course Training