** *****’ experience as Project Management/ Business Analyst/ Project Lead/ Quality Assurance/ Data Analyst.
Sectors covered – Banking, Finance, Mutual Funds, Manufacturing, Food Supply, Telecom and Government.
AREA OF EXPERTISE
Exposure to following Financial systems and models–Oracle, Broadridge (BTS) at BMO, Mutual Fund systems (Retail Banking, Funds, MFA, MFR, Funding, Costing, Fundserv, Options, Firm Trading, Fixed Income, AFT, TRUST, Payment systems, Inventory systems.)
Implementation of ERP for Manufacturing and Distribution organization – installed Accounting - AP, AR, Cash Flow, Cost Accounting, Inventory and Warehousing modules.
Lead JAD sessions, within the government (e.g. Ontario Ministry of Finance) and private sectors (EDS/CIBC) on web based projects to elicit client requirements.
Collaborated/Liaised with Business and IT stakeholders to gather requirements, walkthroughs, and confirm functional and non-functional requirements. Assist manager in daily administrative activities and application support.
Experienced in Application support and implementations eg. IBM’s Rational Suite of Enterprise Project management at Hudson’s Bay and SYSPRO-ERP implementation
Experienced in Preparation of Project artifacts documents – Business requirements, Change management, Project charter, Project Plan, Functional Design Specifications, Detailed Design, Test Plan, Threat Assessment, Privacy Impact Assessment,
Extensive experience all types of QA and testing – Acceptance, Integration (IAT), System, Functional, Regression, Negative, User Interface, Load, Performance and User Acceptance (UAT).Defect management.
Banking experience – began career as TD Bank Management trainee, and followed with retail Banking system enhancements- Cheque processing, DDA, Teller reconciliation and other areas.
Telecom experience with Nortel on Call center application, Lucent on Progress and SAP costing applications.
SAP, ORACLE, PROGRESS, JD Edwards, SYSPRO – AP, AR, Direct Payment, Cheque Register, CashFlow, Manufacturing, Warehousing and Inventory, DacEasy, Peoplesoft. HR Fusion
Vision Plus Card system, TSYS, SAS, Peoplesoft Broadvision, ADP/ Sharepoint, ARIS II (Emergency Medical with GIS), Patient Wait Times, Cedara Medical Imaging, Oracle Business Intelligence, AI/ Knowledgebase, Profesy, eCommerce, Order Management, Inventory management, Packaging,, SYSPRO, Manufacturing, Warehouse and Supply Chain. Accounting -Accounts Payable, Accounts Receivable, Cash. Retail banking, Cheque processing, Nortel Call center Symposium, Remedy, D+B Mortgage lending, Student Loan,
Broadridge, FISERV, Charles River, AMDOCS, Murex, Fundserv, Custody, Proxy, Bloomberg, Stardata, TSX, Settlement, Unitrax;
Mutual Fund, RRSP, RESP, RHOSP, TFSA, REIT, Bonds, Derivatives/ Swaps, Equities, T-Bills, Foreign Exchange, Term Deposits, Certificate of Deposits.
JAVA, J2EE, PHP, XML Activex, C, C++, COM, .NET Weblogic/ Websphere, COBOL
Mainframe - COBOL, RPG II, Fileaid, MVS, IMS
Basel II, FATCA, Dodd-Frank, MFDA(Mutual Fund Assoc.), IIROC, AML,ATF, Sarbanes Oxley(SOX), Volcker, OSFI(Office of Superintendent of Financial Institutions),Bank Act, Insurance Act
MS Office (Word, Access, Excel, Visio, PowerPoint)
Enterprise Content Management
Systems – Sharepoint, IBM FileNet Rational Tools, Lotus Notes.
Business Intelligence- Oracle, Cognos Analytical, Wordpress
IT Processes & Methodology
Project Management Framework (PMF), System Development Lifecycle(SDLC), Object Oriented Architecture (OOA), RUP-Waterfall, Iterative, Prototype, UML, Enterprise Architecture (Zachman Framework), Agile CMMI, ISO, ITIL, PMBOK, Capability Maturity model (CMM), PVCS.
Quality Assurance & Testing
HP (QTP, Quality Center, WinRunner, Test Director, LoadRunner,) Rational Robot, Silk Tester, IBM Rational Performance Test. Exposure to Unit, Integration, System, User acceptance, Performance Testing
Project Management Software
IBM Clearquest, Rational Perform Rational Portfolio Manager, and Requisite pro, MS Project.
Oracle 10g, DB2, Sybase, SQL,MS SQL Server 2005/2008 SQL Plus, Toad, PL/SQL Developer, IMS, Foxbase, Clipper, dbase .Cognos
Windows 7, 10, XP,NT,2K, Server
UNIX, AIX, AS400, mainframe
Project Co-ordinator: CIBC Dec 2016 –Dec 2018
Projects: a) Enterprise – Service Now - Applications Deployment,
b) WIN7 to WIN10 transformation/ migration.
Worked on Agile project-involving process enhancements, requirements, testing and deployment of enterprise wide system dealing with applications deployment in Service now.
Another project dealt with Win7 to Win10 migration - with the dedicated technical team, the governance, compliance AML-FINTRAC clients, deployment, release, packaging and distribution groups, data center teams, and other parties to co-ordinate the various moving parts of this complex migration activity.
Lead the Desktop Stream with Project Management activities-monitoring testing, implementing applications and in relation to applications within various parts of the organization. Identifying Application Governance, ownership and conversion capabilities, further deviations or retirement.
Liaise with outsource and internal application packaging teams, software vendors for governance, releases and deployment.
Co-ordinate efforts of discovery and system conversion with various internal departments and groups.
Senior Business Analyst : GELDA Food Distribution, Dec 2014 – Feb 2016
Project: ERP Implementation-Supply Chain including Financial and Cost Accounting Modules
End-to-end project management through the project life cycle including any risks, changes and issues
Lead staff on ERP Implementation efforts, guiding data conversion, data mapping, chart of accounts, and documentation.
Prepared Project Plan, Requirements, JAD sessions, procedures, workflows (VISIO).
Lead status meetings and other recurring activities with our clients, including preparation of meeting materials and minutes. Reporting on project milestones.
Implemented following modules – GL(Asset classification), AP, AR, Inventory, Lot traceability, Direct payment, Procurement, Sales Order, Pricing, Currency, Warehouse, Logistics, delivery and other modules.
Managing the planning process, including coordination with vendors and user group, establishing milestones, defect analysis, and identifying program priorities.
Data conversion, test environments, test scenarios, Releases using SQL, including scripts and procedures.
Coordinate training, implementation, UAT effort and completion.
Liaison with Client and software consulting houses data, environment and training. XML feeds to and from Chains, payments and pricing.
Evaluate Asset management, WIP modules for cost/benefit analysis.
Utilized following tools -MS Excel (eg. pivots, formulae, VLOOKUP and if, etc.), Word and PowerPoint.
Project Lead :Family Services, Aug 2014– Dec 2014
Project: MS Dynamic Implementation (Financial).
Project co-ordination on MS Dynamic software conversion in an IT shared services for Social Services.
Engaged various stakeholders and divisions in requirement gathering, reports, data mining, and data collection plus, data mapping exercise.
Managing development and execution of project plan, with project documents.
Validate XML file feeds of payments to various service groups, triggers and duplications, timeliness.
Prepared high level functional/ business context and process diagrams.
Co-ordinate testing efforts – IAT/UAT and defect management.
Liaison with Client and outsourcing development consulting houses to resolve defects.
PM/ Senior Business Analyst: TD Bank, Dec 2013 – Apr 2014
Project: Data Definitions and Data governance & Oracle Fusion Human Capital Management
Elicited data requirements in all HR areas e.g. Payroll, Onboarding, Local and Overseas Employees, Managers, VP’s to Tellers, compensation, health benefits, Job data, Employee records -collected and analyzed data for HR Book of Record.
Identified application interfaces beyond the initial list provided and engaged departments for data gathering.
Managing development and execution of project plan, with project documents.
Attended Oracle Fusion implementation meetings to capture data elements, work with Cognos BI and other applications.
Analyzed data using SQL and scripts, to capture various attributes of data elements.
Prepared and presented high level functional/ business context and process diagrams using VISIO.
Create Business Context diagrams identifying source applications, interfaces and related systems.
Prepared and presented high level functional/ business context and process diagrams.
Incorporate compliance requirements-FATCA, AML, IIROC, OSFI, on vested (stock) packages for data.
Identified HR application and interfaces, over 100 applications and manage Data Elements for data mapping and Book of Records.
Lead exercise in filtering data elements uniqueness in each application. Training resources and leading groups in identifying data ownerships, and their attributes.
Created centralized spreadsheet identifying critical Book of Records for collective data elements.
Created templates and methodology for stakeholders to capture data elements.
Project Release Manager – Implementation Lead: BMO, May 2013 – Aug 2013
Project: Release Management and Defect Management
Managed Deployments for various divisions, platforms, and users within the Bank.
Managed development and execution of project release plan.
Collaborated with vendors, stakeholders and release management teams to implement solutions.
Follow up on Unit, Integration and Implementation testing, Quality assurance processes.
Prepare Intake request and Change Request processes.
Co-ordinate timelines, delivery, packaging, quality assurance and deployment to user base branch and corporate levels.
Document Requirements - Create and maintain user requirements and installation documentation, Request for Change (RFC). Create (CRQ’s). Track, Prioritize and Control Change.
Sr. Business Analyst: LCBO, Dec 2012 – Mar 2013
Project: MS Database amalgamation - Quality, Logistics, Lab and Distribution, B2B
Business Analyst for Government Agency on project dealing with Quality, Logistics, Lab and Distribution plus, other Warehouse reporting (Supply Chain). Utilize VISIO process mapping and workflow.
Work with stakeholders, arranged meetings, communications, validation, and provide design suggestions.
Understand, analyze, and solve business problems using the project lifecycle from strategic definition and proposal through requirements gathering, analysis, and scoping.
Prepared high level project scope business requirements and liaised with the project delivery team. Created business process diagram design in Visio.
Analyze BI application interface for product inventory and logistics.
Migrate and merge database applications with existing web based environment applications. Validate XML feeds to accounting for sales returns, wreckages and other input processes.
Prepare Work Tasks, Project Charters and other project related documents.
Project Management/Sr. BA: MODIS, Jun 2012 – Aug 2012
Project: Life Insurance and Annuities
Business Analyst for Insurance Company on project dealing with CDIC, on insurance and financial annuity enhancements
Developed and distributed competitive and market intelligence briefings to executives highlighting industry issues, trends (business, consumer and technology) and competitors activities by proactively researching customers and marketplace trends, industry issues, and monitoring competitors activities
Identified risks associated with rejecting recommended strategy and tactics and developed mitigation strategies
Wrote business high level requirements and liaised with stakeholders and the project delivery team.
Business Consulting-PM: Business Venture and Recruitment, Jan 2012 – May 2012
Business Consulting for business venture, RFP/RFQ, business development, cost benefit analysis, financing on projects.
Consistently deliver projects on-time and on-budget by developing shared understanding of vision, objectives, and strategies for each initiative
Managed stakeholder expectations through regular communication of achievements and next step
Gather background information, assesses current processes, and research / investigate possible gaps to establish strategies and tactics to achieve initiative objectives
Project: BI Proof of Concept for YRT – assisting in documenting and managing project.
Proof of Concept - story boarding, prototypes. KPI and dashboard layout
Project Lead: Ontario Ministry of Mining and Exploration, Jan 2011 - Jun 2011
Project: Ontario Mining and Exploration system replacement.
Gathered business requirements and technical requirements, for preparation of Business Architecture artifacts. B2B claims registration and payment.
Prepared estimations and allocations project objectives on MS Project. Identify payment and accounting feeds for claims in XML and other formats, capture and convert to main application format.
Performed analysis – High level assessment for prospecting and mining activities with internal and external customers – consolidating with other Ontario Government available systems via IT Shared Services Cluster.
Prioritize and coordinate various aspects of project ensuring on time and within the stated budget.
Engaged clients, stakeholders and leads, as and when required during project cycle.
Created business process diagrams, use cases, Business Process flow diagrams, utilized Object oriented software tools to draw relationship diagrams, entity relationship and other items.
Ran JAD sessions with Business and Technical architects following Zachman framework.
Project Management/ Senior Business Analyst: RBC Dexia, Jan 2010 - Jun 2010
Project: Process Improvement & Governance- Capital Markets, Custody and Fund Settlement,
Project Management Framework implementation.
Workflow and process of Capital Markets/ Trading, Governance, Risk and Compliance - BASEL II, AML, OSC, OSFI, Dodd-Frank, FISERV, SWIFT, SEC, IIROC, OSFI, MFDA.
Project watch attendance and reviewed business artifacts for implementation of PMF and SDLC framework for trading and custody financial applications. Modify project artifacts for implementation in RBC Dexia.
Review and provided suggestions on Application documentation on Front, Middle and Back office systems related to various financial instruments- Equities, Derivatives, Fees Billing, Cash, and Fund Settlements. Evaluated project artifacts-use cases, architecture documents and diagrams, requirements etc. and their completions for CMMI. This included evaluating projects in HP QTP tool to ensure Test cases, test plans and the rest of the QA processes followed as per CMMI level.
Exposure to Project Management - system and test methodologies. Prepared templates and training for various departments to follow RBC methodology.
Wrote standards and procedures to transition from standards from CMMI Level 2 to 3.
Reviewed and revised project costing template and methodology for future IT projects as a standard.
Elicit requirements with managers, department heads-legal, security and IT department staff to incorporate changes for new PMF and SDLC framework, based on RBC methodology.
This included Phases and Gates of projects, changes in the process of approvals, changes in documents completion, actors who were to complete it and many more related items.
Other past projects with following organization- CIBC, Ontario Min. of Health, Hudson's Bay Canada, KPMG Canada, EDS, BMO EDULINX
University of Guelph -B.A. (Econ), University of Lethbridge -Accounting and Management Courses,
Control Data Institute - Diploma in Programming Technology, Canadian Securities Course (exam pending), Java Programming, Introduction to HTML, Calgary Real Estate Certificate