SUMMARY:

• PMP Certified Project Manager, Senior Business Analyst with 15+ years of extensive experience providing consulting services for: Banking, Insurance, Telecommunications, Software Development companies.
• Highly skilled in data analysis, requirements management and facilitating discussions to deliver innovative solutions to complex data related business problems using agile methodology.
• Proficient in Process Design, Quality Assurance, Data Analysis and Enterprise Reporting using: Excel, SQL Server, Oracle, Cognos, Qlikview.
• Strong people management skills including recruiting, leading, mentoring and training team members

PROFESSIONAL EXPERIENCE:

Senior Business Analyst

Confidential, Waterloo, ON

Responsibilities:

• Facilitated requirements elicitation meetings with Senior Management Project Stakeholders using Agile/Scrum methodology to drive consensus on solution approach between business and technical stakeholders.
• Authored business requirements, future and current state process diagrams as input to Annuity payment application redesign, coordinated technical reviews and obtained signoffs from Senior Stakeholders.
• Created project plan and Work Breakdown Structure (WBS) deliverable updates for Project status reporting.

Environment: HP Quality Center, MS Visio, Excel, SharePoint, Lotus Notes

Senior Business Analyst

Confidential, Toronto, ON

Responsibilities:

• Facilitated requirement elicitation meetings with Senior Management Project Stakeholders to develop business rules for migrating financial transaction data to a new data warehouse.
• Created estimates for each Work Breakdown Structure (WBS) deliverable and regular status updates for stakeholders.
• Authored business requirements, future and current state process diagrams as input to solution design, coordinated technical reviews and obtained signoffs from Senior Stakeholders.
• Authored source to target data mapping rules for creating ETL scripts to migrate wealth management data from source systems to Netezza data warehouse used for AML regulatory compliance reporting.
• Developed AML data analysis processes using Excel Pivot tables and Vlookups.
• Designed data flow and process diagrams in Visio to illustrate data warehouse and SAS AML scenario development architecture.

Technical Environment: Netezza SQL, MS Excel, SharePoint, Outlook

Business Analyst

Confidential, Cleveland, OH

Responsibilities:

• Authored data Source to Target mapping rules as input to creation of ETL to extract Credit Card transaction (TSYS) data for Regulatory compliance reporting from to data warehouse and data marts.
• Developed and executed SQL queries in Teradata to analyze the accuracy of US Federal Reserve (CCAR) Credit Risk metrics such as Probability of Default (PD), Loss Given Default (LGD) and Exposure at Default(ED).
• Coordinated the analysis and resolution of data quality, data architecture and data mapping defects using HP ALM(Quality Center)
• Developed data migration requirement analysis using Excel V - lookup to compare business rules across multiple source systems.

Technical Environment: HP ALM, Teradata, MS Excel, SharePoint, Outlook

Senior Business Analyst

Confidential, Toronto, ON

Responsibilities:

• Worked in Project Management Office (PMO) to define Online Banking and Mobile application enhancement project scope.
• Created project plan and produced Work Breakdown Structure (WBS) deliverables such as: use case and workflow documents, activity diagrams using Visio to model business processes and workflow of mobile payments application.
• Authored business requirement documents as input to solution design, coordinated technical reviews and obtained signoffs from Senior Stakeholders for implementation using SharePoint.
• Facilitated requirement elicitation workshops, JAD sessions using Agile/Scrum to drive consensus on solution approach between business and technical stakeholders.

Technical Environment: MS Visio, Excel, SharePoint, Outlook

Senior Business Analyst

Confidential, Waterloo, ON

Responsibilities:

• Presented Senior Management with project plan for implementing recommended process changes needed to improve monthly Actuarial reporting processes.
• Created time analysis reports by consolidating data from complex cash flow production processes using MS Excel Macros.
• Analyzed current state process maps to identify opportunities for achieving efficiencies in the financial reporting processes.
• Authored a business requirement document identifying, scope, risks and process changes needed to achieve the proposed future state.

Technical Environment: MS Visio, Excel, SharePoint, Lotus Notes

Senior Business Analyst

Confidential, Waterloo, ON

Responsibilities:

• Received Product Management recognition for facilitating requirement elicitation workshops and JAD sessions using PowerPoint decks to drive consensus to solution design between multiple business and technical teams.
• Performed data analysis of customer policies using advanced Excel Vlookup and Pivot tables.
• Performed in-depth analysis of web application reports to understand customer needs required for mobile application enhancement project.
• Delivered key features that significantly improved the adoption of mobile applications as a preferred platform for providing insurance coverage reports to Sun Life customers.
• Authored business requirements, future and current state process diagrams as input to solution design, coordinated technical reviews and obtained signoffs from Senior Stakeholders.
• Created project plan and Work Breakdown Structure (WBS) deliverables such as: use cases and activity diagrams using Visio to model current and future state workflow of mobile application.
• Created test strategy, test cases and performed UAT on Mobile application.

Technical Environment: HP Quality Center, MS Visio, Excel, MS Access, SharePoint, Lotus Notes

Senior Business Analyst / Project Manager

Confidential, Toronto, ON

Responsibilities:

• Managed project to feed data from Confidential credit bureau to BMO credit risk data warehouse.
• Developed SQL queries to analyze SAS credit data and provide management insights required for successful marketing campaigns.
• Designed data flow and process diagrams in Visio to illustrate how customer data is processed in various systems.
• Defined and managed project scope, identified project risks and worked with project sponsor to mitigate risks.
• Authored business requirement documents as input to solution design, coordinated technical reviews and obtained signoffs from Senior Stakeholders for implementation using SharePoint.

Technical Environment: SQL Server, Oracle, MS Visio, Excel, SharePoint, Outlook

Senior Business Analyst

Confidential, Toronto, ON

Responsibilities:

• Facilitated mobile payment application requirement elicitation workshops, JAD sessions using Agile/Scrum to drive consensus on solution approach between business and technical stakeholders
• Authored mobile payment application user interface business requirements as input to solution design, coordinated technical reviews and obtained signoffs from Senior Stakeholders for implementation using SharePoint.
• Worked in Project Management Office (PMO) to define project scope, created project plan and produced Work Breakdown Structure (WBS) deliverables such as: use case documents, activity diagrams using Visio to model business processes and workflow of mobile payments application.

Technical Environment: MS Visio, Excel, SharePoint, Outlook

Senior Business Analyst

Confidential, Waterloo, ON

Responsibilities:

• Designed process workflow diagrams in Visio to illustrate migration of customer data from legacy systems to a SQL Server (EDW) enterprise data warehouse.
• Led the project scope definition process by facilitating JAD and requirement elicitation workshops with technical and business SMEs to feed data Insurance Agent to an Oracle data warehouse.
• Authored business requirements document for data migration projects, coordinated technical reviews and obtained signoffs from Senior Management for implementation using SharePoint.
• Identified project risks and mitigated them by performing gap analysis on data feeds to determine required ETL processes to support evolving business needs.
• Authored data mapping diagrams to verify project scope, business rules and logical data models for data migration project.
• Elicited business requirements for Salesforce.com Wholesaler Dashboard (CRM). Defined new metrics to leverage Salesforce custom objects.

Technical Environment: MS Visio, Excel, SharePoint, Lotus Notes, Saleforce.com

Business Analyst

Confidential, Waterloo, ON

Responsibilities:

• Negotiated customer acceptance of management reports into production with ‘must have’ functionality and a commitment to implement ‘nice to have’ requirements in subsequent releases.
• Created a consolidated customer feedback dashboard for executive reporting of top customer concerns for Confidential devices and BES enterprise solutions.
• Developed SQL queries and processes for extracting and analysis of data from multiple data sources such as: Carrier device returns, social networking websites and customer support to determine current top customer concern categories.
• Proactively developed a scorecard to provide an executive view of Confidential product development KPIs for the software organization.
• Elicited requirements and delivered proposals to cross functional stakeholders to drive the Qlikview automation of Customer feedback dashboards for software executives.

Technical Environment: Qlikview, IBM Cognos Report Studio, SQL Server, Oracle, MS Visio, Excel, SharePoint, Outlook, HP Quality Center

Senior Performance Measurement Analyst

Confidential, Toronto, ON

Responsibilities:

• Received senior management recognition for providing immediate resolution to management report requests.
• Produced monthly scorecard for Chief Technology Officer and direct reports by coordinating input from multiple business units with conflicting interests including: Customer Satisfaction, IT, Finance, Human Resources, and Operations.
• Actively engaged business unit representatives to implement changes in business strategy and ensure scorecard metric targets and thresholds are updated.

Technical Environment: MS Visio, Excel, SharePoint, Outlook

Quality Assurance Analyst

Confidential, Toronto, ON

Responsibilities:

• Successfully managed relationships with trading floor staff to elicit and prioritize requirements, implemented UAT and full deployment of HP Quality Center.
• Developed and executed test plans for regulatory compliance and mission critical trade monitoring applications.
• Identified and reported critical defects using Quality Center and collaborated with project team to ensure resolution and regression testing.
• Analyzed business requirements to develop test strategy, plans and functional test cases for web based equity trading and fixed income securities trading and regulatory compliance applications.

Technical Environment: HP Quality Center, SQL Server, Oracle, MS Visio, Excel, SharePoint, Outlook

Confidential

Quality Assurance Analyst

Responsibilities:

• Supported the implementation of RiskAnalyst by major global financial institutions.
• Lead deployment and configuration testing of web based, risk management application and SQL Server and Oracle databases.
• Executed functional tests of various financial models to verify the accuracy of accounting and financial risk calculations used by major global financial institutions

Confidential

Project Manager/QA Engineer

Responsibilities:

• Managed the successful acceptance of gold candidate data compression tool by major Japanese software distributor with tight deadlines and strict acceptance criteria.
• Managed all phases of the US launch of data compression software including providing customer relationship management strategy, public relations management of online media and deployment to online marketing channels.
• Managed QA project testing of TCP-IP protocol video conferencing, MS Exchange, SMTP/POP protocol and Lotus Notes message compression software.

Confidential

Database Analyst

Responsibilities:

• Ensured seamless merger of critical US Bank and Piper Jaffrey’s ATM operations by redesigning ATM database and resolving urgent database defects.
• Developed new reports, SQL queries and macros for ATM management database. Redesigned database, updated technical documentation to outline changes to system.
• Significantly improved the Bank’s operations by delivering an enhanced version of ATM database by prioritizing frequent customer initiated change requests.

Database Analyst

Confidential

Responsibilities:

• Engaged VP of Marketing Analytics to deliver urgent requests for reports and analysis of market trends using Business Objects and SAS.
• Provided analysis of online credit card applications and web traffic data by querying Oracle and Informix databases to understand customer behavior and assess performance of online sales channels.