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Data and reporting analyst

Location:
Guelph, ON, Canada
Posted:
August 19, 2017

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Resume:

Wayne Elliott

647-***-****

ac1wr4@r.postjobfree.com

Professional Summary:

A seasoned Business Analyst with over 14 years in the financial industry including TD, CIBC, RBC and BMO. A proven expertise in Business Analysis, Reporting Solutions, SQL and Excel, Data Mining, SDLC, PMLC, Testing, Meeting facilitation and Change Management.

Excellent communication skills(written and verbal), with ability to translate Business Requirements into Technical Specifications.

Highly skilled in Excel, Access and Microsoft Suite (Visio, Powerpoint, MS Word

and MS Project).

Key Competencies:

Business Analysis and Documentation

Requirements Gathering,

Process Modeling

PMLC, SDLC

Communication, Meeting Facilitation

Stakeholders Management

Change Control & Change Management

Vendor Relationship Management

Expert level in Excel including Macros and Pivot tables

SQL expertise

BI Reporting Solutions(OLAP, Excel, Crystal)

Meeting Facilitation

ETL process,

Data Mapping, Business Rules

Testing (Planning and Test Cases-SIT/UAT)

Testing Execution (SIT/UAT)

Technical Skills:

SQL expertise

Query and Reporting Tools: Actuate 7, Microstrategy, Cognos, Impromptu, PowerPlay, Transformer, Crystal Reports, SQL queries

RDBMS systems: Oracle, SQL Server 2000, Access, Sybase, SAS

OS: Windows NT, Windows 2000, UNIX

Microsoft: Complete Microsoft Office (MS) Suite: Word, Excel, Visio, Outlook, PowerPoint, MS Project

Client Specific: TISA, ACBS, Online Banking, FRS, PSGL, Service Now

Professional Experience:

Wall Consulting Group May 2016- Present

Business Analyst

TD Bank – ITS-IDBD - Portfolio Management May 2014 –

Business Analyst

Responsibilities:

Developed and Implemented a Dashboard Report in Excel using Visual Basic script that pulls and transforms the data from an in-house built application and tracks a watch-list of Projects Milestones for all LOBs.

Prepared and published Powerpoint presentations to Executives of various LOB's to

communicate Health trends and prepare for the biweekly Status meetings.

Completed Data Mapping source-to-target systems and participated in the conversion of legacy data into the new platform.

Supported LOBs with intake process Analysis and investigation as well as updating the data captured in the Project Pipeline Tool which feeds into the Milestone Dashboard reporting.

Documented the Requirements for the Service Now implementation for Portfolio Management (Lifecycle and Partner Management).

Performed data mapping, generate Metadata from advisor to Salesforce environment.

Facilitated the workshops between Portfolio Management (Lifecycle and Partner Management) and downstream groups: PDL; DCS etc.

Managed the cutover from Rivermine and other legacy tools to Service Now. This encompasses the Launch of Service Now for all new projects as well as the Migration of existing projects from Rivermine to Service Now.

CIBC May 2012 – Mar 2014

Business Analyst

Responsibilities:

Analyzed and documented the current state processes for the Quality Control as well as the QA requirements for the HPP Onshore roles (Scrubber and QC) to overlay onto the existing QA process.

Documented requirements and facilitated the implementation of the HPP GOW workflow tool to track and report all escalations for the HPP Advancing team.

Worked with the Project manager throughout the PMLC to document and facilitate sign off at the various stages of the project (assisted during the Project Implementation review as part of the project closure).

Aligned execution of the reporting tool to the PMLC steps required to Procured sign-offs and facilitated the implementation of the bank’s workflow tool (GOW) (including access for both onshore and offshore teams

Procured sign-offs and facilitated the implementation of the GOW workflow tool (including access for both onshore and offshore teams). Participated in the development of operational process enhancements to increase efficiencies within HPP SRT

Developed training material and conducted training sessions for the HPP SRT team as well as the TCS (offshore) SRTs.

Conducted requirement gathering for SRT Management and Operational reporting and developed all reports related to HPP SRT.

Participated in the development of operational process enhancements to increase efficiencies within HPP SRT.

Conducted metadata analysis to ensure that Key Performance Metrics accurately reflected the correct values based on the underlying metadata.

Built and managed a tracking tool application using Macros within Excel to track and report all escalations for the HPP Advancing team.

TD Bank Financial Group Sep 2010 – Oct 2011

Business Analyst

Conducted requirement gathering sessions including: interviews, JAD sessions and workshops to develop an enterprise-wide scorecard for Direct Channels in order to enhance the non-financial reporting capabilities of the department.

Aligned the Fixed Assets reporting of the various departments in order to migrate the disparate reporting systems onto an enterprise reporting platform. Enhanced the overall effectiveness of Fixed Assets reporting resulting in enterprise-wide reporting access.

Worked with the Project manager throughout the PMLC to document and facilitate sign off at the various stages of the project.

Developed and managed a tracking tool application using Macros within Excel. Contributed to tracking a large volume of Booking Point migrations related to the Close Balance Sheets Project.

Facilitated Project team meetings and updated the IAD and tracking logs. Communicated recommended actions and decisions to the Project and Executive Management team by documenting meeting minutes and follow-up emails.

Documented the Business Requirements (BRD) and conducted comprehensive walk-through sessions. Obtained required consensus and signoffs from the various Stakeholders.

Compared Production and Test environments to identify and eliminate gaps and duplications. Supported end-users during all phases of testing as well as implementation.

Financial Systems Analyst (Contract) Feb 2009 – Sep 2010

Supported TD Insurance users during the integration of TD Insurance/Meloche into the Financial Reporting System.

Conducted metadata analyses on numerous source and production environments to ensure data integrity while running full test reporting cycles including Data mapping, report generation and Hyperion file generation.

Managed the synchronization of the FRS UAT environment following monthly maintenance in Production in order to ensure the General Chart of Accounts (GCA) strings were accurately mapped.

Identified and eliminate Data discrepancies ensuring data integrity with Hyperion reporting tool.

The Royal Bank of Canada Jan 2008 – Jan 2009

Senior Business Analyst (Contract)

Developed and executed a Requirements Work Plan to detail out the work effort involved in requirements gathering for a Common Login Phase2 Initiative within RBC Online Insurance Line of Business (Interviews, JAD, Workshops). Documented High Level Requirements (HLR), Document Business Requirements Document (BRD), Conduct Walkthrough sessions to secure consensus and sign off

Conducted requirements, facilitated walkthrough sessions and documented the Business Requirements Document for Common Client Login Phase 3 (Direct Investing / Dominion Securities); Sign-In Page Enhancements.

Conducted requirements, facilitated walkthrough sessions and documented the Business Requirements Document for RIF/LIF/PRIF/RESP Online Enhancements; GIC Maturity Instructions & Mutual Fund Switching.

CIBC Feb 2006 – Nov 2007

Senior Business Analyst

Managed the entire Production Change Request (PCR) process for TISA from requirements to implementation. Administered the MIS Reporting Request (MRR) process for TISA to address the internal and external reporting requirements of Trade Finance Operations.

Ran weekly status meeting with Credit Services and Trade Finance development teams to ensure that action items were addressed and to table any new issues and requirements. Run bi-weekly Production Change Request (PCR) meeting with Trade Finance operations management team to understand change request and determine priority.

Facilitated monthly meeting between Bank of New York (BNY) and Trade Finance Operations to discuss open problem log. Compiled weekly status reports (ACBS and TISA) and monthly Open Problem log report for BNY.

Bank Of Montreal Feb 2004 – Oct 2005

MIS Analyst/Consultant (Contract)

Led initiatives to determine the best data quality management processes concerning change management, workflow and communication. Acted as a point of contact between the Decision Support Services and the rest of the business community.

Developed and tested reports and metrics on several different reporting initiatives using Microstrategy

Conducted metadata analysis and cleanup to determine the state of metric definitions and presented findings to senior management. Developed large risk analysis reports in Excel using output from Microstrategy

Consulting Projects Prior tO 2004

COMPAREX, MIS Analyst/Consultant- Johannesburg, South Africa

Client: Vodacom Cellular Service Provider,http://www.vodacom.com

Project: Converted all corporate and customer online billing reports from Crystal Reports™ to Actuate Reports™

Client: Alliance Asset Management

Project: Developed quarterly Financial Prospectus for online distribution to Alliance corporate clients.

Call Center Nucleus (CCN), Consultant/Analyst, Johannesburg, SA

Client: Liberty Asset Management (now STANLIB),http://www.stanlib.com

Project: Development of a 40 page highly formatted quarterly financial prospectus for physical distribution to STANLIB corporate clients. Each page was a separate report development.

Client: Mercantile Lisbon Bank (MLB), http://www.mercantile.co.za

Project: Redeveloped all internal and external client billing and operational reports for online access and distribution.

digitalmall.com, Consultant/Analyst, Johannesburg, SA

Client: Nampak, http://www.nampak.com

Project: Developed Impromptu reports and built dimension maps and cubes using Transformer. Performed On-Line Analytical Processing (OLAP) of cubes using Powerplay.

Education & Professional Development:

Associate Certificate in Business Analysis, McMaster University, 2009

BCom Informatics, University of South Africa, 1998

Professional Development:

SQL Certification, Metro College, 2014

Microstrategy and Microstrategy Advanced, Bank of Montreal, 2004

SAS self-training, 2004

Actuate 7 Training, Comparex, 2003

Cognos 6.1 Training and Certificates, Cognos, 2003



Contact this candidate