PROFESSIONAL SUMMARY:

• Strong communicator able to analyze problem, come up with solution and make it happen in collaborative and inclusive way.
• 10+ years of Business Analyst and Product Owner expertise in capital markets, wealth, accounting and finance, insurance, law, compliance managing business requirements, stakeholders and vendors, identifying right solutions and simplifying things.
• 5+ years of Project Manager and Scrum Master expertise with all aspects of business transformation projects, creating and executing project plans, mitigating project risks, ensuring budget adherence, communicating deliverables and status updates.
• 3+ years of Incident and Change Management, engaging business in user acceptance testing, PIV and issues resolution, triaging production issues, creating reusable documentation for knowledge base, facilitating releases and end - users .
• Communication, Problem Solving, Strategic, Analytical, Business Acumen, Computer Proficiency, Leadership, Documentation

WORK EXPERIENCE:

Principal Consultant

Confidential

Responsibilities:

• Business Analyst/Business System Analyst, RBC, Capital Markets, Treasury Agile infrastructure project - new platform development for Mutual Funds UI\UX API with Cloud and Hadoop - $30M created in Visio data flowchart from 8 international bank branches to Enterprise Data Lake and Mongo DB analyzed organizational business processes and mapped process with data flow in Visio creating bigger picture documented roadmap for European trades delivery via RBC One web Portal, supported BackOffice data processing identified, analyzed and documented High Level Design workflow for downstreams from Murex and REDS systems (forward rates, transactions, positions, derivatives) to Hadoop Data Lake, ElasticSearch and Mongo DB conducted data mapping for MultiFonds trades, ETD and OTC derivatives (forwards, swaps, options, FX contracts) elicited requirements from 8 international business units, translated into 37 user stories for development team managed requirements for UI/UX design for core application web interface and back-end data feeds documented user stories, created wireframes, low-fidelity mockups to capture business requirements collaborated with UI designer and Business SMEs on transforming low-fidelity mockups into hi-fidelity prepared regular UI/UX demos to ensure adherence to business requirements and functional specifications interfaced between developers, designers, clients, followed up on post UI/UX demos feedbacks documented NAV calculation process and data stream (TLC, Infocompta), mapped Transactions and Positions elicited business requirements for self-serve API design with automated validation and embedded governance maintained data governance protocols for big data capabilities, data dictionary, quality assurance, user acceptance managed SharePoint knowledge base content for RBC One Funds Accounting business operations production support facilitated end-users and clients engagement in user acceptance testing and post-implementation validations developed interactive user materials, lead in-class for local and online for remote users delivered customer APIs and ad-hoc reporting available via Tableau for business units across the organisation validated with business SMEs data quality and integrity included in all client reporting (ElasticSearch, Mongo DB) liaised between business and technical sides of new platform for production release preparation and implementation collaborated with Client Experience team to create strategic plans for existing clients and potential new businesses elicited requirements for UX and reporting development to provide data analytics (Splunk, Datameer, Power BI) delivered web analytics and dashboards (adobe analytics, adobe platform) for web portal performance metrics KPIs managed all aspects of production implementation, coordinated seamless delivery two Enterprise-wide releases reduced production releases time by 30%, created interactive release workflow, facilitated implementation efforts
• Senior Business Systems Analyst, Bank Of Tokyo, Capital Markets, Payments, Compliance
• Core Bank business products and services migration to Cloud in compliance with Canadian regulators - $35M managed portfolio of 2 projects, estimated timeline and scope of deliverables, allocated resource, lead meetings communicated requirements, mapped processes for SWIFT payments downstream from BESS system
• NICE Actimize (Trade Surveillance system) upgrade to version 8.5 to comply with Canadian regulations identified and documented corrective actions to business process workflow to meet compliance standards lead focus group sessions to agree and document mapping rules for SWIFT messages conversion to XML standard liaised between 5 international QA and technology units (New York, Tokyo), developed test strategy for local office managed business requirements recovery, maintained traceability, documented 3 use cases, delivered test plan facilitated efforts to recover business requirements traceability, delivered test plan, documented 70 test cases connected business operations with technology groups to discuss and agree on system design and migration plans liaised between remote stakeholders (New York, Tokyo, Toronto) to identify trends across disparate data sources

Business Operational Environment: MS Project - MS Visio - Excel - Lean Six Sigma - SFTP - ACH - BESS - SWIFT - XML - NICE Actimize - HPQC - SharePoint

Senior Project Manager

Confidential

Responsibilities:

• created and executed project plan, including gradual decommission of legacy applications and infrastructure lead project activities, coordinated resources across 5 international offices, assessed project risks, established KPI prepared performance reporting for steering committee, assessed operational readiness for system upgrade completed reporting inventory for pre-conversion streamlining, identified, documented existing customizations liaised with business stakeholders to document reporting needs and data specifications for Power BI implementation collaborated with business SMEs, consolidated financial reports and dashboards (300 items were reduced to 70) created and maintained documentation availability for key BI & Reporting processes and user guide for Power BI

Business Operational Environment: MS Project - Office 365 - Visio - Excel - Power BI - ELITE 3E - Billback - ARCS - Design Gallery - iManage - Xcelerate

Business Process Analyst

Confidential

Responsibilities:

• lead C-level executives team to design model, documented end-to-end IFRS 9 Target Operating Model (TOM) identified stakeholders, ensured they understand and accept their responsibilities and accountabilities (RACI) created communication checklist and sponsorship roadmap, advised on resistance management plan elicited business requirements, documented process workflow for of Enterprise Risk Management models (PD, LGD) audited the project business process designs to ensure consistency with project specific standards. facilitated business self-service with Power BI for Expected Loss calculations and reporting, coordinated user documented requirements for applicability of local subledgers functionality with new IFRS 9 regulatory controls translated requirements into functional specifications for Data Governance, BI and Enterprise Architecture teams documented requirements for IFRS9 reporting dashboards as a set of wireframes and low-fidelity mockups created guideline for ECL calculation procedure via Cloud solution (gCLAS), conducted in-class for users

Business Operational Environment: IFRS 9 - SAS - MS Dynamics GP - gCLAS - Power BI - Excel - MS Visio - Cognos - SharePoint - GRC - ProVision

Senior Business Analyst

Confidential

Responsibilities:

• represented product owner in daily scrum meetings, sprint and users stories reviews, QA plan, release scheduling delivered IT Risk Assessment Archer future workflow, communicated non-functional and functional requirements elicited requirements, mapped existing business processes and Cloud solution functionality, delivered presentation delivered business process model and derived process improvement initiates that met stakeholders requirements facilitated incidents resolution, tracked discovered issues, analyzed root cause, delivered issues resolution

Business Operational Environment: RSA Archer GRC - Rally CA - SharePoint - MS Visio - HPQC - Scrum - Agile - Change Management - Artifacts

Senior Business Analyst

Confidential

Responsibilities:

• elicited business requirements from 3 remote business units, maintained traceability, validated 37 test cases managed stakeholders, negotiated resource availability, estimated timeline, delivered UAT strategy for 230 test cases delivered process roadmaps and structured coverage matrix for Trades Finance payments process management lead cross-functional project teams negotiations, reviewed, clarified, prioritized, and validated requirements developed and documented artifacts for policies, procedures and business process flows while working with SMEs provided strategic input for complex testing, applied critical thinking to deployment planning and estimates documented SWIFT payments business workflow, including customer setup, booking a loan/deposit, transaction input mapped payments workflow with AML and FATCA compliance controls established by Enterprise Risk Control

Business Operational Environment: Facilitrade - CGI Trade360 - Mainframe - SharePoint - Excel - MS Visio - JIRA - Cognos - PowerPoint - Waterfall

Business Process Analyst

Confidential

Responsibilities:

• improved by 30% client service delivery, completed impact analysis, identified problems, delivered solution elicited business requirements for new process workflow, established website to log and track incidents documented new process for SAS risk rating calculation, elicited requirements from business and technical SMEs delivered materials, conducted in-class for AML/ATF end-users on new service process

Business Environment and Techniques: Detica (BAE) - IBM Netezza - PowerPoint - ServiceNow - SQL - Oracle - Visio - SAS EBI - Excel - Agile - GRC

Project Manager

Confidential

Responsibilities:

• recovered and completed 2 Agile projects within 60% of planned timeline with critical interim deliverables managed project team of 7, identified key deliverables, secured resources, scheduled and negotiated coordinated data aggregation from 5 disparate systems, facilitated change in external data sources (Hadoop, Mongo) prepared cost-benefit and ROI analyses to support decisions on components development and implementation managed cross-functional business stakeholders and technology groups, identified and prioritized defects facilitated QA testing, traced defects to resolution, sign-offs, and seamless transition to the team in charge of UAT

Business Operational Environment: Detica (BAE) - Calypso - IBM Netezza - HPQC - SQL - Oracle - BPM - Wolters Kluwer - Hadoop - Clarity - AML/ATF

Business System Analyst

Confidential

Responsibilities:

• completed project defining phase 40% ahead of schedule, built collaborative relationship, negotiated resources lead cross-functional team of 15 across 4 international offices - Waterloo, Kuala-Lumpur, Manila, Boston managed requirements for FATCA change to improve on-boarding procedure for FFIS account holders re-engineered process to automate business data processing, documented process design in BPMN 2.0
• $30K cost reduction for service transition, created detailed Visio workflow for offshoring transfer procedure ensured all acquired system information is documented and available for change management team to use

Business Operational Environment: IBM Framework - Fiserv AML - Nexus ATF - RSA Archer - FATCA - SQL - SSIS - Cognos - .NET - ETL - Toad - FINTRAC BPMN 2.0. - Visio - UML - Data Warehouse - Conflict Resolution - Impact Analysis - Business Requirements

Senior Business Systems Analyst

Confidential

Responsibilities:

• subject matter expertise for new technology platform deployment and integration (SQL replaced Oracle) successfully delivered proof-of-concept buy-in presentations for C-level business sponsors achieved $200K monthly cost reduction, delivered real-time data monitoring and reconciliation solution provided subject matter expertise for new technology platform deployment and integration (Big Data, Hadoop) identified current state of reporting and obsolete business reports and dashboards, consolidated 500 items into 150 elicited requirements for web analytics for real-time analysis of website traffic, trends, and customers behaviour achieved $200K monthly cost reduction, delivered Tableau dashboard to monitor real-time UI data reconciliation provided analytical support for business cases, business level productivity, sales results, annual plan and forecasting supported digital channels for Planning, Sales, Strategy, and Client Experience teams, provided benchmarking insights improved knowledge transition, created user manuals and managed activities for Business and IT

Business Operational Environment:Hadoop - Epicor ERP - Unix - Omniture SiteCatalyst (adobe platform) - ETL - Tableau - XML - PowerPoint - MS Excel

Business Analyst

Confidential

Responsibilities:

• held product ownership, liaised with management, project sponsors, external vendors and technology managed enterprise applications portfolio, mapped business processes with systems integration points conducted business process improvement sessions with management to blueprint their current billing operations eliminated financial risk $150K loss, conducted data analysis, identified root cause, delivered solution communicated solutions for payments automation with EFT, re-engineered MICR check content update process

Business Operational Environment: Thomson Reuters ELITE 3E - Autonomy - TimeKM - CopiTrack - SQL Server - Visio - Excel - EFT - BizTalk - PHP

Financial Reporting Business Analyst

Confidential

Responsibilities:

• increased company’s client base, 10 yrs. Government contract, delivered accurate BI analytics and statistics delivered reporting dashboards, managed data quality and requirements traceability, communicated deliverables improved 50% incident resolution time, identified patterns, delivered sound monitoring solution supported account managers and lead strategists with web analytics data in campaign planning and management increased company’s client base, 10 yrs. Government contract, delivered data visualisation for marketing campaign developed data-driven reporting set of interactive statistical dashboards with personalized customer experience combined analytics data from Omniture adobe analytics with data from other sources (SQL ERP, Oracle CRM, Excel) actively engaged business SMEs input in product development process via Tableau visualization and discovery tools assist in providing the client with daily and weekly analysis of website traffic, trends, and user behaviour coordinated incidents management activities to ensure timely root cause analysis and problem remediation

Business Operational Environment: NetSuite ERP - Acropolis CRM - SQL - JIRA - Oracle - Tableau - Omniture SiteCatalyst (adobe platform) - MS Excel

Senior Business Analyst

Confidential

Responsibilities:

• Reduced business process costs by $80K through Lean Six Sigma improvement added questionnaire for Client
• Provided leadership for team of 5 BAs, managed requirements oversight, provided coaching and
• Assessed existing system capabilities to meet regulations Risk Aggregation and Data Referencing - BCBS 239
• Documented operational impact analysis for client collateral reporting - Margin/Collateral - BCBS 261
• Lead Client requirements scoping sessions, delivered business case operational efficiency solutionsfor onboarding
• Applied analytical thinking to estimate local capacity to accommodate Client business operational functionality
• Identified client reporting structure, mapped regulatory rules for Liquidity Management and Capital Adequacy
• Collaborated with stakeholders on key changes in client reporting for FATCA requirements implementation
• Created re-usable documentation - BRD, SOW, process maps; published on SharePoint, managed site content

Business Operational Environment: iFast (Base/Desktop) - MySQL - FundSERV - SharePoint - Six Sigma - MS Visio - ServiceNow - Midoffice Processing

Business Systems Analyst/DBA/Project Manager

Confidential

Responsibilities:

• Managed $13M project - enterprise CRM system integration and customization, negotiated vendor SLA
• Planned CRM deployment, lead cross-functional team of 7 - business stakeholders, vendor, infrastructure, QA
• Lead business requirements elicitation and review for CRM “out-of-box” functionality customization
• Designed and setup SharePoint workflows, site collections, libraries, as per business and technical users requirements
• Identified obsolete data, reduced by 30% legacy data volume for migration from Lotus Notes to SharePoint platform
• Facilitated CRM web services setup, liaised between vendor and IT infrastructure to identify network capabilities
• Documented requirements for data platform migration, 11 legacy applications and 27 databases consolidation
• Completed readiness for CRM Data Warehouse setup, identified, structured and consolidated 170 legacy reports
• Cost saving $150K, identified problem in month-end reporting, delivered solution to automate manual process
• Facilitated solutions for real-time SMARTS data synchronization with other cloud and on-premises systems (TSX)
• Delivered Scribe solution for real-time CRM data synchronization with other cloud and on-premises systems
• Mapped downstream flow (DB2 to SQL), implemented SFTP solution, reduced cyber risk and processing time by 40%
• Facilitated scenarios development for market surveillance system stress test under Dodd-Frank act (Volker rule)
• Mapped ISO/IEC 27001:2005 for operational risk (BASEL II) to market data processing and reporting
• Collaborated with vendor, customized materials, facilitated end-users in-class and online activities

Business Operational Environment: MS Dynamics - Excel - SMARTS Trade Surveillance - Market Risk - SQL - SSIS - DB2 - AS400 - ETL - BI - Re-Engineering

Business Analyst/DBA/Project Manager

Confidential

Responsibilities:

• Managed ERP system migration to web portal with legacy data conversion and business reports consolidation built rapport with Accounting and Finance department, documented operational business processes mapped business workflows with data flows and IT systems, facilitated workshops, managed traceability facilitated hedge account reporting - daily cash, portfolio reconciliation, pricing of underlying positions designed MICR Check layouts, developed T-SQL scripts and test cases for User Acceptance testing increased productivity 300% for Trial Balance, conducted data sourcing, automated manual processing
• Regulatory Compliance implementation in Accounting and Finance, Treasury and Wealth Management systems documented AML transactions analysis workflow in collaboration with Compliance department led cross-functional team to establish batch processing for watchlists and sanctions data established SOX reporting controls, liaised between compliance, operations and internal audit improved data quality for Wealth CRM to maintain AML compliance - KYC, CDD, SAR, CTR, CMI delivered SOX, Basel II controls implementation, liaised between C-level Executives, Business and IT initiated interactive employee on SOX and Basel II regulations, added Q&A sessions mapped Basel II capital risk management policies to Treasury lifecycle processing, delivered flowcharts collaborated with business partners in Germany and UK on MiFID I requirements for OTC reporting controls presented data lineage and business rules for European trades to capture securities for MiFID I reports
• Initiated and delivered 9 process re-engineering solutions to improve business operations including: improved timeline 300% for Trial Balance generation, automated manual processing, developed VBA macros automated payments designed, implemented MICR Check layouts, developed SQL script for data extract reduced by 30% business workload, delivered STP for real-time data transmission via IBM WebSphere MQ analyzed SQL queries, streamlined FX and hedging data streams for regular uploads to Trading Book database improved Trading Book (FRTB) assets data integrity, automated reporting of daily P&L and Balance Sheet lowered costs $70K, created web-enabled automation for FX trades (SWIFT file) payments transmission
• Supported Wealth department, managed dailydata processing and reconciliation for Global Private Wealth accounts
• Initiated and delivered Wealth CRM upgrade (MS Access to SQL Server) for improved information processing
• Managed planning and execution of multiple regulatory compliance initiatives - BASEL II-III, MiFID I, SOX, Dodd-Frank
• Gathered requirements from business units, translated them to developers for Wealth CRM upgrade to Web Portal
• Prepared Wealth data for high-net-worth clients with regard to asset allocation and Wealth Management services
• Coordinated compliance risk management program as it relates to Asset Management and Wealth Distribution
• Elicited business requirements, facilitated development and release to automate AS400/iSeries data processing
• Analyzed requirements, delivered business use case for AS400 and DB2 replacement with Finance ERP and SQL server
• Facilitated SharePoint implementation, integration with other business systems, workflow process management
• Provided BAU support for various payment/settlement processes - Wall street, DTC & CDS recon, Trade/Positions
• Monitored transactions data matching, including derivatives reconciliation, facilitated discrepancies resolution
• Identified, documented, consolidated existing bank reconciliation rules and in-house tools for conversion to TLM
• Engaged executives in decision-making process, visualized all North-American operations by creating over 30 business process workflows allowing to develop key performance indicators to streamline bank global operations
• Controlled all levels of developed solution validation - integration, performance, QA, and user acceptance testing
• Established practice of user, developed materials, conducted in-class and remote sessions

Business Operational Environment: SQL Server - Sybase - DB2 - DTS - SSIS - ETL - Excel - SSRS - AS400/iSeries - MS Access - TFS - EFT - QA - UAT