PROFILE

Highly accomplished Senior Business Analyst and Project Manager with 16 years’ verifiable track record of managing complex IT projects and exceeding expectations. Experienced in facilitating, eliciting, analyzing, documenting the requirements for business processes, change management policies and information systems. Worked as a liaison among business stakeholders to understand business problems and opportunities in the context of requirements and recommended solutions that enable an organization to achieve its goals.

Specialties:

Business Requirements Documentation (BRD), System Requirements Specification (SRS),Data Requirements, RFI, RFP, Vendor Selection, Waterfall, SDLC, Agile, SCRUM, Project Management, Risk Management, Use Cases, Scope Management, Mentoring, General Resource Management, Change Management, Business Process Modeling, Quality Assurance, User Acceptance Testing (UAT), Relationship Management, Strategic Negotiations, Application Development, System Integration, Web development, Business Process Reengineering, Business Transformation, Fit/Gap Analysis, Budget Management, Transformational Roadmaps, Customer Relationship Management (CRM), SAP, Calypso, Charles River (CRD).

Experience:

Senior Business Analyst Consultant – Toronto Transit Commission (TTC), Toronto, June 2014 – June 2016

Farecard project implementing a new travel smartcard to replace tokens and cash for commuting on the TTC subway and street car;

Lead the facilitation workshops gathering business and technical requirements for the Subway/Street car Operations involving customer interactions within the TTC.

Collaborated with various project resources to develop RFI, RFP, Business Case, Business rules, Project Plans, Project Schedules and Project Budgets.

Conducted business modeling; use case modeling; conceptual and logical data modeling; business process and data flow modeling; use case surveys; functional and non-functional requirements definitions for the project.

Developed an effective change management strategy and training needs analysis for the project.

Authored various documents: Project Charters, Project Plans, BRD, URS, FRS, SDS, Validation Plan, Test Scripts, Validation Summary Reports, Training Materials, UAT, Release to Production Memos, Training Materials, User Guides and data models.

Provided support to the quality assurance team to develop test cases, test scripts.

Participated in the solution GO LIVE.

Environment: Agile, RFP, MS Project, MS Office (Access, Excel, Word, and Power Point), MS Visio, MS SharePoint, DB2, Primavera P6.

Senior Business Analyst Consultant – Education Quality & Accountability Office (EQAO), Toronto, March 2013 – May 2014

Elicited business requirements by facilitating workshops and group meetings with business users, stakeholders and Subject Matter Experts (SME’s) to implement a new website for their Internal Learning Division for teachers and schools;

Created Request for Information (RFI) and Request for Proposal (RFP) to select Vendors for the solution delivery.

Collaborated with stakeholders to develop the Business Case, Business rules, Project Plans, Project Schedules and Project Budgets.

Performed Business Process Mapping using Visio BPM Workflow and Swim Lane process flow drawings.

Conducted business modeling; use case modeling; conceptual and logical data modeling; work flows and data flow modeling; use case surveys; business rules definition and non-functional requirements for the project.

Created Data Dictionary as descriptions for the mock-ups screens and wire frames for the development teams.

Coordinated staff through the change processes made recommendations.

Participated in UAT testing and quality-assurance activities.

Environment: Agile, MS Office Suite (Word, Excel, Access, PowerPoint, and Outlook), EDRMS, MS SharePoint, MS Visio, .NET, Microsoft Exchange, Microsoft SQL Server, Enterprise Architect, XML, HTML, Business Application Suite, DB2.

IT Project Manager/Business Analyst - BMO Capital Markets, Toronto

April 2012 – January 2013

Managed the migration from Oracle Siebel CRM on-premises to the Cloud Salesforce CRM for the Capital Markets Group;

Created RFI and RFP for the CRM vendor selection process to choose the vendor that met our requirements.

Facilitated business requirement workshops to identify Business requirements and conducted detailed analysis of client data.

Created MS project schedule to facilitate organized communication and ensure on-time delivery of quality milestones.

Held regular status meetings with project team to drive task assignments to completion.

Developed an effective change management and communications strategy.

Setup and administered Salesforce standard business objects including dashboards, leads, opportunities, campaigns, accounts, contacts, opportunities, cases, solutions and reports.

Setup and administered workflow and data validation criteria within salesforce.com.

Participated in UAT and GO Live.

Environment: Agile, MS Windows XP/2000, Rational Requirements Management tools, DB2, UML 2.0, MS office, MS SharePoint, MS Visio, MS SQL Server, PL/SQL, Crystal Reports 2008 SP3, Salesforce CRM, HPQC, Oracle 11g, .NET, UNIX, Mock up Screens.

IT Project Manager/Business Analyst Consultant – BMO Bank, Toronto

May 2010 – March 2012

Configured new G/L accounts, cost and profit centers, and cost center hierarchy within the finance and controlling modules of SAP. Structured manual and electronic bank statements, sales documents, and account determination in contract accounting for the order-to-cash module;

Documented the Gap Analysis between To-Be design and SAP standard Business Processes, and made recommendations for improvements.

Translated business requirements into SAP functional requirements and created Functional Design Specifications.

Created Test Scripts, developed SAP User Procedures, Training Curriculum and conducted Training Sessions for all levels of end users.

Assembled release strategy groups for a new PO approval process in SAP.

Maintained the material master files for user tracking of supplies.

Performed unit, integration, and regression testing using Mercury; evaluated the effects of patches prior to deployment and concluded on the accuracy of system functions.

Environment: Agile, MS Office Suite (Word, Excel, Access, PowerPoint, and Outlook), MS Project, RFP, MS Visio, BPMN 2.0, J2EE, JavaScript, HTML, XML, AGILE/SCRUM, SAP, SD, MM, BI, Web logic Server, Mercury Test Director 8.0, Mock up Screens, .NET, MS SharePoint, Microsoft SQL Server, DB2.

Project Manager/Business Analyst - TD Securities, Toronto

October 2009 – March 2010

Business Process Re-engineering for Calypso FO (Front Office) Configuration Documentation; Calypso Catalog and Products and Asset Classes and the Calypso to NPB (Nostro Posititie Beheer) and P&L Attribution. SimCorp, Eagle and Colline collateral management and ALGO for OTC Derivatives and Listed ETD Derivatives Project using a Derivatives platform Implementation of vendor solutions, short-listed to Murex, and Calypso and the conversion between the PORTIA and Advent Geneva Portfolio management and accounting Systems;

Calypso interfaces, SWIFT messaging, accounting module, workflow configuration and customization.

Defined project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders for the PMO.

Responsible for writing Business requirements, set-up, workflow analysis, Use Cases Functional specifications.

Managed risk and change management processes.

Participated in UAT testing and GO Live.

Environment: Agile, MS Office Suite (Word, Excel, Access, PowerPoint, and Outlook), Calypso, SimCorp, Eagle, Colline, Murex, SWIFT, MS SQL Server, UNIX, SDLC, Use Cases, Mercury Test Director 8.0, GUI, HTML, XML, DB2

Project Manager Consultant – Broadridge Financial Solutions, Toronto

March 2008 – August 2009

Provided project management services for RBC trading platform migration to the Broadridge trade processing platforms and business process re-engineering initiative for the PMO office;

Developed Business Case, Project Charter and Statement of Works (SOW) for the project.

Coordinated multi-client Focus Group discussions (agenda, project list, minute reviews).

Lead a team of 4 business analysts for requirement gathering and JAD sessions with Stakeholders, to capture the requirements and specifications.

Conducted planning sessions to define project scope, develop schedules, allocated resources, estimated costs, identified and assessed risks, planned for quality, and support procurement.

Coordinated change implementation process with internal departments, external parties and Client testing/Client signoff.

Environment: SDLC, MS Office Suite (Word, Excel, Access, PowerPoint, and Outlook), MS Project, Remedy, M Visio, ADP Broadridge, BPS, BTS, TSO, Fundserv, CDS, DTC, STP, HPQC, SWIFT, MS SharePoint, Microsoft SQL Server, DB2.

Business Analyst Consultant - Ministry of Finance, Toronto

May 2007 – February 2008

Created Request for Information (RFI) and Request for Proposal (RFP) to select Vendors for the solution delivery.

Lead and Facilitated business requirements workshops and JAD sessions with different stakeholders from the Tax Revenue Division resulting in the Business Use Case Model.

Led the development and review of designs and logical architectures compliant with the Ontario government’s Enterprise Architecture (EA) standards, to support the migration and implementation of tax statutes, collections and audit services within a new integrated tax administration system.

Developed changement management, strategies, prepared business cases and cost-benefit analysis, and conducted feasibility studies for business I&IT initiatives.

Participated in UAT testing and GO Live.

Environment: MS Office SDLC, Suite (Word, Excel, Access, PowerPoint, and Outlook), EDRMS, Sybase Power Designer, RUSSB applications, Mainframe/MVS, IMS DB/DC, DB2, SQL, Zachman Framework (Rows 1-4), J2EE/Oracle, .NET, SOA architecture, Enterprise Architecture, PCI DSS for payments, TRA, PIA, UNIX, MS SharePoint.

Business Analyst – National Bank of Canada, Toronto

October 2001 – March 2007

Facilitated requirement gathering sessions on initiatives to implement Straight-through processing (STP) for the Asset and Funding Trading Desks integrating Bloomberg Gateway and Bloomberg Portfolio Order Management System for data mapping trade tickets on securities and funding desk to SunGard Middle Office Manager and SunGard InTrader and Wall Street Systems applications.

Facilitated the Calypso Upgrade Implementation Project: Participated in testing/implementation of a major upgrade from Calypso. Created and managed timelines, Documented tracked, and managed testing issues.

Created test plans for users and coordinate the QA/UAT effort for upgrade (internal/external users).

Participated in Charles River (CRD) gap analysis review sessions for order management selection. Charles River compliance module for Money Market fund and Rule 2a-7, eligible securities, ratings and alerts, warnings and exceptions documentation.

Developed changement management, strategies, prepared business cases and cost-benefit analysis, and conducted feasibility studies for business I&IT initiatives.

Environment: SDLC, MS Office Suite (Word, Excel, Access, PowerPoint, and Outlook), Ms SharePoint, MS Office, MS Visio, UML, MS Project, Wall Street Systems, Reuters interface to WSS for data mapping, STP, SWIFT.

Relevant Courses:

Business System Analyst Certificate, Inquestra Learning endorsed by the IIBA.

Rational Unified Process (RUP) Best Practices seminar

Canadian Securities Certificate (CSC)

Procept Project Management Professional (PMP) Course

PMP certification work in progress

Education:

Information Technology Post-Graduate Diploma, DeVry Institute of Technology, Toronto, 2001

Bachelor of Arts Business Economics & Finance, London Metropolitan University, UK, 1998

Professional Affiliation:

Member International Institute of Business Analysis (IIBA)

Member Project Management Institute (PMI)

Member Project Management Institute Northern Alberta Chapter (PMINAC)

Volunteer Director 2016 Project of the Year (POY) Award PMINAC

REFERENCES AVAILABLE UPON REQUEST

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