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Business Analyst / Business Systems Analyst

Toronto, Ontario, Canada
November 21, 2018

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Senior Business Analyst experienced across several industries including Banking, Insurance, Government and Nuclear. Keen analytical mindset, detailed-oriented with solid technical skills. Passionate about problem solving and able to clearly and concisely communicate with stakeholders, management, developers and users.


•Spearheaded the initiative to map data elements from front-end web page, through mid-tier transformations to back-end mainframe. Over 700 fields were mapped and saved the project 15% on this initiative by delivering early.

•Undertook the task of writing all the financial reports (Balance Sheet, Income Statement, FX, etc.) for a new Merchant Banking Portfolio Management System. This eliminated the need to hire an additional resource, saved a month of project time and enabled us to successfully make the go-live date with full functionality.

•Organised and led the integration and testing of a high security multi-step authentication password change product delivered to the U.S. Department of Homeland Security. Established and executed a detailed and comprehensive testing process. The product was delivered on-time and worked flawlessly.

•Hand-picked for an emergency team to rescue a troubled project in the testing phase. Reorganized test cases for consistency and applied status, priority and difficultly ratings. Then combined all these elements into a customized dashboard to give accurate and reliable status for testing and defects. This process allowed the project status to be tracked with reliable metrics.


FINTRAC, FINCEN, IEEE 829-1998, ISO 27001, Banking Compliance, ITIL V3, AML, E-13

SAP, Oracle Financials, PeopleSoft Compensation, Data Conversion, Data Mapping, Data Migration,

SQL, DB Visualizer, DB2, Oracle, Data Warehouse, ETL, Agile, RUP, Waterfall, JIRA, TestRail, XML Spy, VBA

HP Quality Center (HPQC), Unit Testing, Integration Testing, System Testing, User Acceptance Testing

Microsoft products: Excel, Word, PowerPoint, Access, Visio, SharePoint, Derivatives


Highly skilled at requirements gathering, analysis, verification and process modeling. Expert at test case design employing techniques such as: state transition testing, equivalence class partitioning, boundary value analysis, pairwise testing (Orthogonal Arrays) and decision tables. Expert at Excel workbook and dashboard design.


Ontario Securities Commission (OSC) (Jan 2018 – Sep 2018) Senior Business Analyst

Senior Business Analyst on specially formed team tasked with creating the software to monitor derivative trading across Canada.

Provided Business Systems analyst services as part of the derivatives monitoring team.

Solely responsible for creating functional specification documents for the ingestion of the Global Legal identifier (GLEIF) feed XML source files. Created source to database mapping documents covering all incoming feeds and field level transformations for staging phase

Mapped 44 database tables, (450 fields) from Global Legal Entity Identifier, Relationship and Exceptions feeds.

Environment: XML Spy, Derivatives

Hong Kong Shanghai Bank of Canada (HSBC) (Nov 2016 – Dec 2017) Senior Business Analyst

Senior Business Analyst for bank-wide initiative to overhaul, remap and rebuild regulations to comply with revised E-13 regulatory guidelines as mandated by OSFI.

Took the initiative to conceive, design and implement complex Excel dashboards analysing 4,800,000 cells across multiple workbooks distributed to businesses within the bank. This provided detailed analysis into the completion status and level of quality for over 113,000 compliance records. These dashboards identified data errors and increased efficiency by preventing rework and saved hundreds of hours of work by senior managers and AVPs.

Worked with SMEs and project team to gather, analyse and document requirements for data migration. Conducted detailed source system data analysis, field content reconciliation, data quality and metadata analysis of over 80 data fields from legacy source system to new online SAAS system.

Co-wrote requirements, wrote test cases and tested interim system front-end and all uploads. Analysed, assigned and when necessary, created scenario specific test data. Documented detailed test results for the compliance system audit and traced all requirements through to test cases to ensure 100% coverage.

Environment: Resolver, Advanced Excel dashboard design, Enterprise Banking Compliance, Data Mapping, E-13

SCI Logistics (Aug 2016 - Sep 2016) Senior Business Analyst/Process Consultant

Researched and prepared analysis of as-is system state to support the yearly ISO 27001 Risk scorecard compliance audit. This information was critical for senior management as well as the board of directors to ensure that they have the required visibility and confidence that SCI satisfied IT Risk scorecard requirements.

Gathered and analysed data from multiple lines of business. Evaluated existing documentation for relevance and identified areas of compliance and non-compliance.

Interviewed multiple stake holders and operations personal while documenting Policies and Standard Operating Procedures creating a robust set of deliverables.

Environment: ISO 27001 Compliance, Logistics, Help Desk, Policy, IT Risk Scorecard

East Penn Canada (Oct 2015 - Apr 2016) SAP Test Manager

Test Manager for a company wide SAP implementation. Set up the entire testing process for the largest distributer of batteries in Canada. No formal testing methodology existed so I worked closely with SMEs, BAs, consultants, project leads and executives to design and create test processes and produce deliverables in accordance with standard ASAP Methodology Framework and best practices.

Wrote test plan to exceed IEEE1998 standards and created comprehensive test cases for over 60 transaction codes tracing tests to source requirement documents to ensure coverage. Utilized Master Data to further design detailed test scenarios increasing coverage.

Prepared and presented testing seminars to introduce the formalized testing processes that would be used on this project. Presentation was well received as many participants had never been on a project with formalized testing.

To solve the problem of no test management tools, researched multiple cloud-based solutions and settled on JIRA for defect management and TestRail for test case management. Custom configured both tools to be used with our project and configured the interface between them.

Environment: SAP (SD, SM, MM, WM, FICO, PP), TestRail v5, JIRA

Real Time Data Systems (Oct 2015) - Big Data Test Consultant

Intense 60-hour contract to deliver test artifacts for a real-time big data statistical analysis program.

Wrote comprehensive test cases for front-end usability and for statistical modelling.

Environment: Big Data, Statistical Analysis, Mac Air, Custom Excel Workbooks.

Strategic Information Systems (SIT) (May 2015 - Sep 2015) Lead Agile Tester

Test lead on a project to enroll and track applicants in the newly offered BC RESP program. Due to an unmoveable government imposed deadline and limited resources the project adopted an agile approach which included daily stand up meetings, incremental delivery and continuous testing. The team delivered in an intense 6-week time frame and the client was the only dealer to offer this product on the first day of initiative putting them on the fore-front of the market. Project was seamlessly integrated into SIT software.

Within two weeks, analysed requirements to create comprehensive test cases traced back to requirements ensuring full coverage. Identified and assigned test data and where necessary, hand crafted special test data for complex test cases.

To solve the problem of analyzing and verifying numerous large text-based interface files, created on my own initiative a solution using customized Excel templates and VBA to populate and display results. This dramatically decreased analysis time while providing consistent accuracy and enabled us to quickly identify any issues with the interface. This solution saved 25% of testing time and was instrumental in making the deadline.

Environment: SIT Progress Software, Portfolio Plus, Agile, Custom Excel Test Tools

Bank of Montreal (Aug 2013 - Feb 2015) Project Test Lead

Project Test lead for anti-money laundering implementations on both the Canadian and American platforms. Delivered full end-to-end testing services including test plan, test design, execution and reporting. Ensured FINTRAC and FINCEN compliance and provided budgeting, scoping, resource and allocation for test phase.

Led daily status meeting, planned and monitored activities across different teams (onshore/offshore) and maintained problem logs. Prepared all test artifacts for audit.

Reviewed, tracked and traced all requirements to testcases ensuring 100% coverage and correct implementation.

End-to-end verification of several feeds from newly integrated bank products into the AML platform. Created, tracked and verified complicated test data at each step to ultimately trigger alerts by the AML system, validating functionality.

Environment: Oracle, AML, DB Visualizer 9.1.8, HP QC v10, JIRA, Custom Excel Test Tools, FINTRAC, FINCEN

Rogers Bank - Platinum MasterCard (Jun 2013 - Jul 2013) Senior Business Analyst/Auditor

Analyzed artifacts to determine functionality coverage and assess risk for new Rogers Credit Card offering. Summarized findings in a gap analysis report and presented to senior management.

Conducted test result review sessions with key testing resources to determine level of completeness regarding End User agreement and General Ledger Integration.

Audited overall test effort to verify alignment, consistency and coverage with terms stated in the user agreement. Provided final executive report and presented to management.

Audited test effort to determine completeness and coverage of end-to-end transactions for the general ledger.

Environment: TSYS, credit cards, IT Audit, User Agreement, General Ledger

Royal Bank of Canada (Jul 2012 - May 2013) Mobile Wallet Defect Manager

Managed end-to-end defect process for the RBC Mobile Wallet in a complex interconnected environment consisting of seven geographically dispersed vendors.

Created custom SQL queries for HPQC database to create custom reports.

Created a custom Excel workbook to bring defect report generation from 90 minutes to 15 minutes. This workbook was rolled out to all the test leads. This provided accuracy and consistency of metrics across test leads and saved $7500 on this project alone.

Environment: Mobile Banking, Blackberry, HP QC v10, NFC, Custom Excel Test Tools

Bank of Montreal (Aug 2010 - Jul 2012) Project Test Lead

Set up entire test effort for integration of M&I Bank into BMO Financial Crimes Infrastructure. Test lead for the first roll-out of Detica v6.1 Anti-Money Laundering (AML) software in Canada. Validated functional and non-functional requirements.

Planned, budgeted and assigned resources for test effort. Planned and coordinated end-to-end ETL testing from multiple feed sources through the Data Warehouse to the application.

Used Visio to model system state transitions and created test cases to provide 100% quantifiable functional coverage.

Created custom Excel workbooks to quickly and accurately analyze text-based FINTRAC interface files. This test tool saved over 100 hours of analysis time.

Environment: Oracle, Norkom/Detica AML 6.1, DB Visualizer 7.1.4, HP-QC v10, Custom Excel Test Tools

Route1 (Nov 2009 - Jun 2010) Senior Business Analyst/Process Manager

Rescued a change management process in complete disarray. Management made me solely responsible for devising, implementing, and controlling a secure provable change control methodology for high security servers that had to pass through two levels of Change Control Boards (CCB) at the Department of Homeland Security.

Gathered and documented requirements by interviewing multiple stakeholders. Designed and implemented change management, effective governance processes and controls to deploy patches and complicated security upgrades to high security servers.

Effectively guided over 40 complex change requests from inception, through creation, validation, scheduling and Implementation on-time and on budget.

Environment: Embedded Software, Identity and Security Management

Aviva Insurance (August 2007 - May 2008) Senior Business Analyst/Project Manager

Captured requirements for a Property and Casualty rating and underwriting Ratabase engine to be integrated into an end-to-end eCommerce solution.

Interviewed stakeholders, documented client needs, created System Use-Cases, reviewed artifacts, and obtained sign-off.

Performed detailed analysis between 3 architectural submissions to determine the most cost-effective solution.

Environment: Ratabase, Enterprise Service Bus, eCommerce Portal, Data Transformation, Direct Insurance Quotes

Bank of Montreal (July 2008 – July 2009) UAT Coordinator

Planned, coordinated and facilitated activities of testers from Business Unit and Sales at multiple locations across Canada (Toronto, Edmonton, Vancouver and Montreal). Created and applied UAT test plans and test cases by consulting with subject matter experts.

Appointed as Share Point Administrator and set up site, created accounts and performed basic maintenance.

Devised and applied specialized Excel testing tools that tracked defects and test case status between client and third-party product provider.

Wrote test plan and hundreds of test cases. Analyzed/assigned test data.

Environment: Automotive Dealership, Excel Dashboards

Learning Tree International (Feb 2006 – Nov 2016, Part-Time) International Technical Instructor

Ongoing part-time contract as an international technical instructor working for the world’s largest vendor neutral training organization.

Praised by students for creating a positive, motivating, and productive learning environment.

Worked closely with students both individually and in group settings to meet all academic objectives.

Trained 200+ students from diverse backgrounds/cultures and from corporate/technology sectors.

Courses Taught: Statistics, Advanced Excel, Software Quality Assurance and Testing


Canada Life Assurance: Business Analyst/Systems Analyst - Creditor systems.

Bell Canada: Test Manager IP Garage - Commercial DSL process redesign.

John Hancock: Tester - U.S. Pension systems.

Marsh Insurance: Automated Tester - Policy generation.

CIBC Card Products: Test Specialist - Call Center software.

Hudson’s Bay Company: UAT Coordinator Retail Systems - Oracle Financial implementation.

Government of Ontario: Test Specialist - eServices Portal.

CIBC World Markets: Business Analyst/UAT Coordinator - Portfolio Management.

TD Canada Trust Financial: General Ledger Auditor Retail Banking - Canada Trust conversion.

Bank of Montreal: Software Tester - In-house software solutions.

Ontario Power Generation: Team Lead - Nuclear Digital Assets.

IBM Canada: Automated Test Specialist - Distributed Objects.


Ryerson University: Bachelor of Science (BSc) Computer Science

Axelos: Information Technology Infrastructure Library (ITIL V3) 2017

Project Management Institute (PMI): Project Management Professional (PMP) 2010

International Software Testing Qualifications Board (ISTQB): Certified Tester Foundation Level (CTFL) 2008

Learning Tree: Agile Fundamentals: Scrum, Kanban, Lean and XP – 2016; Python Programming Introduction – 2016; Agile Business Analysis – 2015; Excel Pivot Tables: Building Dashboards – 2015; Cloud Computing Introduction – 2015; System and Network Security Introduction – 2009; Project Management: Skills for Success – 2008; Developing User Requirements: The Key to Project Success – 2008; Making Effective Decisions with Business Statistics – 2008;

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