Vivian Li

10+ years of proactive IT experience as a Business Analyst and Product Owner in Finance and Data Security domain with strong understanding of Systems Requirements Gathering, Process Flow, Business Process Modeling and Systems Analysis with experience of working in various SDLC methodologies like Agile Scrum, Agile SAFe, Kanban, Waterfall, and RUP.
• Excellent understanding of Financial products such as Fixed Income (CDs, Treasury Bonds, Corporate Bond, Municipal Bond, Money Market, Repo, and Eurobonds); Structured securities, Derivatives (including Futures, Forwards, Options, SWAP like interest rate swap, currency swap, swaptions), Credit Derivative – CDS, CDOs, CLNs, variable rate securities, Loans, Risk, AML & KYC, Dodd-Frank/ /Volker Rules, and Basel II & III.
• Highly experienced in the Financial Industry; Wealth Management, Compliance, Capital Markets, Equities, Risk, Fixed Income, Trading Systems, Trading Life Cycle & Surveillance, Derivatives, and Banking (Retail, Private, and Investment).
• Strong understanding of portfolio analysis reports and P&L reports by performing the risk analysis (Credit Risk, Market
Risk, Reinvestment Risk, and Inflation Risk) based on the client investment objective.
• Extensive knowledge in wealth management and retirement plan such as 401(K), 403(K), Traditional IRA, Roth-IRA,
529 Plan, HSA, Equity Incentive Plan, and etc.,
• Extensive experience in Data Security and Information Security projects including Data Encryption, Data Scanning,
Data Masking, Data Archival and Purging, Password Protection, Access Control.
• Strong experience in Business and Functional requirements gathering, developing use cases, writing Business
requirements document (BRD), Functional Requirement Document (FRD), Software Requirement Document (SRD), Use Case Specifications, Minor Development Document (MDD), Agile Scope Documents, Feature and Iteration List and etc..
• Extensive skills in writing epic and user stories, managing content management system, creating and maintaining product backlogs, and running burn-down charts to track the progress of the Agile project.
• Excellent experience as scrum master in Agile project management methodology.
• Exceptional experience with Change Management and familiar with version control tools such as GITHUB.
• Adept in conducting GAP and Impact Analysis and in developing Use Case Models, Use Case Diagrams, Structural
Diagrams, Class Diagrams, Process Flows, Data Flows, and Work Flows, and documenting them using Microsoft Visio.
• Proficient in developing Data Mapping and Identifying Bottlenecks of sources, mappings, targets and sessions with
strong understanding of Data Models in data warehouse environment.
• Expertise in Data Quality Management, Data Modeling, Data Analysis, Requirement Analysis, Business Modeling,
Data Migration, Data profiling, Dimensional Modeling.
• Extensive experience with Data Warehousing, Extraction, Transformation and Loading (ETL), and Business Intelligence
(BI) tools such as MicroStrategy.
• Well-versed with data quality assurance processes and procedures and expert in creating Functional work plans and
User Acceptance Test Plans (UAT), Test Strategies, Test Cases and Test Scenarios to measure requirements and provide
a Head Start for the QA Team.
• Excellent analytical, problem-solving, decision-making, and presentation skills with the ability to coordinate activities