Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Jayashree Somani

Summary

Highly accomplished Business Analyst with 11+ years in the Banking and Financial Industry. I have spearheaded critical projects in Axiom Implementation, Release Management, US Regulatory changes, and System cloning for De- merger of Companies. My expertise lies in navigating the intricacies of US Regulatory reporting, Business process re-engineering, Requirement gathering, Stakeholder management, Data mapping, and Process flow automation. Proficient in Agile methodology, I excel in User story preparation, Test case development, and EAT/UAT testing. My technical skills include Axiom, SQL queries, Alteryx, ALM Test scripting, Power BI, OFFSA, Confluence Page creation, MS Office, and Visio. I am known for driving operational excellence and achieving results in complex, high-stakes environments. I have a proven ability to bridge the gap between business objectives and technology solutions, ensuring optimal performance and regulatory compliance.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Technology Business Systems Consultant

Wells Fargo Bank
05.2021 - Current
  • Serving as an In-house consultant for the Implementation of the Regulatory Reporting Platform, responsible for integrating data sourced from analytical systems such as Axiom, OFSAA, and Alteryx, and delivering reports to the US Federal Reserve
  • Collaborating closely with Report owners to gather functional and technical requirements for Axiom automation, with a primary focus on tasks such as writing requirements, mapping source attributes in the ETL tool (Blade203), and creating Alteryx workflows for data validation
  • Additionally, preparing data flow charts in VISIO to illustrate the data construction process in Automation tools (AXIOM/Alteryx)
  • Participating actively in EAT and UAT testing of the report schedules mapped in Axiom for automation, and managing defects in JIRA identified by the ETL team for data breaks
  • Ensuring the KANBAN board is consistently updated with the progress of data de-construction, Data Mapping, Alteryx workflow completion; EAT testing, and UAT testing
  • Developing and updating SQL queries in the OFSAA platform to generate reporting balances, and conducting reconciliation between manually entered data and system-generated data using SQL queries in the OFFSA platform
  • Conducting Root Cause Analysis for data variances and initiating JIRA defects for the rectification of identified issues
  • Project: Axiom Implementation- Involved Requirement Gathering, Requirement writing, Data Analysis, Process flow generation, Alteryx workflow creation, GAP analysis, UAT and EAT Testing in Axiom
  • Project: OFFSA Testing- involved testing the source data using complex PLSQL in the OFSAA Platform, data Analysis and Data reconciliation.

Business Analyst

JP Morgan and Chase Bank
01.2019 - 05.2021
  • As a Business Analyst, I played a pivotal role in managing change and improvement initiatives for both US and International Regulatory reporting projects
  • My responsibilities included collaborating closely with technology and business controllers to implement enhancements and facilitate the release of new versions of US and international regulatory reports using the Axiom platform
  • I actively participated in Use case reviews and JIRA grooming sessions with technology and business stakeholders
  • Additionally, I led the on boarding process for regulatory reports from various countries into the Axiom Application
  • To ensure clarity, I created process flows to illustrate data flow to both stakeholders and users
  • My engagement with technology aimed at strategically addressing breaks in financial reports and analyzing change/enhancement requests from Business owners and Regulators
  • I took on the role of performing User Acceptance Testing (UAT) for Business-As-Usual (BAU) enhancements, bug fixing, and new developments
  • In terms of documentation, I drafted process Standard Operating Procedures (SOPs) and various project-related documents such as the Book of Work, test scripts, and team operating models
  • My responsibilities also extended to creating and managing JIRA tickets to track the progress of requested changes
  • One of my key tasks involved coordinating, tracking, and updating project issues, risks, and change controls that impacted business units
  • In the realm of daily BAU activities, I actively participated in reconciling, adjusting, analyzing, and resolving discrepancies in financial reports
  • Additionally, I utilized Alteryx Designer to develop workflows aimed at automating manual BAU processes, specifically in areas like manual reconciliation and adjustment
  • Project: Axiom Enhancements and Release Management - Involved Release Management, Enhancement implementation, Requirement writing, Data Analysis, Process flow generation, Alteryx workflow creation, GAP analysis, UAT and EAT Testing in Axiom.

Senior System Analyst

Hewlett Packard Enterprise
07.2012 - 01.2019
  • Undertook the role of a Senior System Analyst, taking ownership of the In-House Intercompany Billing tool
  • Collaborated closely with Project Managers to capture requirements and validate system requirements for applications related to Intercompany Financial Billings
  • Produced Business Requirement Documents (BRDs) and System Design Documents to address enhancement requests from the business
  • Engaged in diverse projects, including system changes, enhancement requests, and navigating through mergers/acquisitions such as the split of HP into HP and HPE, and the demerger of HPE into DXC and Microfocus
  • Analyzed scope and formulated test cases, including Regression tests and User Acceptance testing
  • Provided support to teams handling post-development activities across various geographical locations
  • Utilized SQL Server queries to extract Transactions and Invoices for month-end tasks
  • Managed the Intercompany billing tool, adhering to procedures for tracking and reporting, and recommending corrective measures
  • Contributed to supporting month-end closure, year-end closure, yearly tax adjustment, and royalty billing activities
  • Collaborated with Local Country Finance to address system-related issues and identify areas for improvement
  • Offered recommendations for architectural enhancements, design solutions, and integration solutions.

Education

Master of Commerce In International Business -

IGNOU
01.2019

Bachelor of Commerce In Finance -

MES Degree Collage
01.2012

Skills

    Change management

    Stakeholder Management

    Requirement gathering

    Data Mapping and Analysis

    Requirement Writing

    GAP Analysis

    Used Case/User Story preparation

    Test plan, Scripting and test case development

    Data quality management

    Strong Communication Skills

    Technical Skills : SQL Querying, Axiom, Alteryx Designer, Power BI, OFFSA

Certification

demerger
  • Certified in Change Management Prodegree from Imarticus Institute.
  • Certified in Power BI from Simplilearn.
  • Alteryx Designer Core Micro-Credential Certification from Alteryx.

Accomplishments

  • Recognized for solving $43+ million worth tax adjustment billing at Hewlett Packard Enterprise in 2017.
  • Recognized with cash award in Q2 2019 at JP Morgan for automating the reconciliation process using Alteryx which saved 495 man hours annually.
  • Recognized with merchandise award in Q1 2020 at JP Morgan for handling the end to end LATAM BAU Process individually.
  • Recognized for Automating the Manual SQL de-construction process which helped in eliminating manual errors in documentation in Wells Fargo.
  • Recognized for Driving the data requirement gathering and Mapping process on timely manner without any defects In Wells Fargo.

Timeline

Senior Technology Business Systems Consultant

Wells Fargo Bank
05.2021 - Current

Business Analyst

JP Morgan and Chase Bank
01.2019 - 05.2021

Senior System Analyst

Hewlett Packard Enterprise
07.2012 - 01.2019

Master of Commerce In International Business -

IGNOU

Bachelor of Commerce In Finance -

MES Degree Collage

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Jayashree Somani