Summary

Senior Business Analyst/Business System Analyst/Project Manager with 20+ years’ experience in providing end-to-end management consulting, project management and leadership to teams in infrastructure projects, system-development and maintenance projects and phases of large projects. Developing work plans; consulting with stakeholders; negotiating changes and managing issues, as required, ensuring that policies and procedures are following standards and outcomes to meet business requirements and corporate initiatives. My goal is to continue adding to an already diverse background while demonstrating exceptional management consulting skills.

SKILLS

Experience/skills managing projects/multiple priorities

Strong communication and written skills

Superior customer-service

Regulatory and Compliance knowledge and application including AML/ATF, FACTA

Working Knowledge of Accounting Principals

IT and/or Business project-management

Critical, strategic and creative thinking to understand business needs, not simply the ‘gathering’ of requirements

RFP creation and RFP replies

Business systems analysis including UAL

Solution Assessment and Validation Review of design and validate the proposed solution meets the business need

Change-management experience/skills

Knowledge/experience with IT architecture

Application-delivery process

AS-IS Process Documentation using Visio

Data Analysis

Data Modelling

Knowledge Management gathering, organizing, sharing, and analysis of knowledge in terms of resources, documents, and people skills

System/Process analysis – defining systems/process into groups or classifications

Knowledge Databases – organizing project artifacts, procedures, processes or organizational structure

Vendor Management

KYC enhancements to meet regulator/Credit Bureau requirements

Demonstrated experience in system/technology integration

Facilitator of JAD session

Use Case Development

Knowledge of use and capabilities of technical infrastructure (ie .NET, Oracle and relational databases)

QA analysis and support

Advanced results orientation and influencing skills

Authoring Test Cases

Experience in, and understanding of, the mutual funds and the brokerage businesses

Test Case Execution/Defect Monitoring

Training course design

Participate in knowledge transfer – ensure timely and accurate communication of business objectives throughout the group and articulate the group mandate to other areas

Technology Skills/Knowledge

Agile and Waterfall projects, Access, ALM, AS400, JAMA, JIRA, AutoProcess, Actimize, SAS, Chameleon, Changepiont, DB2, Excel, Google Docs, Hansen 7 & 8, Kanban, LINK/4, Lotus Notes, Microsoft NT, Microsoft SQL Server, Novell, Oracle, Outlook, Parksmart, PIN, PowerPoint, MS Project, SAS, SharePoint, Word, Visio, Salesforce, Siebel CRM, BMC Remedy Knowledge Management (Helpdesk ticketing system), ADP/Broadridge

PROFESSIONAL EXPERIENCE

Business Systems Analyst SunLife Financial, Waterloo, ON

August, 2018 to Present Contract

Participated in a regulatory project – International Financial Reporting Standards (IFRS)

Partnered with business partners, vendors, leaders, application development and testing teams to ensure quality solutions that meet the needs and expectations of our business partners and clients.

Lead, motivated, supported, and coached project team members and peers by providing guidance that is appropriate for their knowledge and skill level.

Understood the technical and operational challenges and objectives that may impact the rollout of new/updated processed. Used that to drive discussions about solutions and risk mitigation.

Established and maintained trusted advisory roles with clients by gathering and analyzing information to provide recommendations that address and resolve business issues.

Research and analyze all aspects of existing business practices and procedures

Communicate with heads of all departments about common frustrations, hindrances and other issues that interrupt their workflow

Create detailed plans for execution and implementation of new processes and workflows

Business System Analyst June 2016 to January 2018 Orchid Insurance, Vero Beach, FL (Contract)

Participated in P&C / Commercial Insurance software upgrade project

Authored, reviewed and edited (business/functional) requirements, specifications, Use Cases, GUI, Screen, Report and required interfaces with third party systems (for example, Credit Bureau, RMS, Guy Carpenter) for insurance software implementation

Facilitated interviews, document analysis, requirements workshops, surveys, business process descriptions, business analysis, task and workflow analysis with stakeholders and subject matter experts

Critically evaluates information gathered from multiple sources, reconciling conflicts, decomposing high-level information into details, abstract up from low-level information to a general understanding, and distinguished user requests from the underlying true needs

Experience with Web based application design

Conducted data analysis and mapping

Data Modelling – Data Element definitions, Uses Cases, entity diagrams

Analyze data flow processes and propose data quality improvements

Write business requirements and build prototypes to resolve business problems

Exhibited confidence and an extensive knowledge of emerging industry practices when solving business problems

Communicated effectively with clients to identify needs and evaluate alternative business solutions with project management

Assisted in UAT testing, creating test cases and managing testing results

Production Support -provide help desk support to all users, create trackers for change request and defects

System Administrator – setup users, troubleshoot user inquiries, run reports

Advanced knowledge of systems and applications support including system components, functionality, interfaces, data flows, and business rules

Senior Business Analyst November 2011 – June 2016 TD Bank, Wealth Management Wealth Toronto, ON

Participated in large AML/ATF, Compliance, Volcker, FATCA, CRS and other regulatory transformations projects

Demonstrated ability to deliver business specification and system interface documentation

Liaise with multiple project and business resources, as well as interfacing with project managers, technology specialists and architects, vendors and consultants

Quickly achieved an understanding of the business strategy and objectives

Directed the elicitation of ‘raw data’ information from a multitude of sources at different levels; separated the relevant from the irrelevant

Demonstrated abilities in Microsoft applications and Visio for purposes of technical documentation, process mapping, and project management.

Strong troubleshooting skills and the ability to learn technologies and applications quickly.

Provide support of various business applications and processes.

Created and maintained system and support documentation for supported applications and applicable support processes

Conducted analysis to deduce a set of business needs and have them validated

Conducted data analysis and mapping

Data Modelling – Data Element definitions, Uses Cases, entity diagrams

Liaise with various business groups in the organization to facilitate implementation of new AML/Regulatory business processes.

Coordinated with Compliance to ensuring the strictest compliance with AML/KYC regulations. Including requirement for client data sent out to regulators and Credit Bureaus

Documented existing business processes in order to define current business activities for the development of new AML/Regulatory policies, procedures and SLA models.

Researched, reviewed, and analysis the effectiveness and efficiency of existing processes and developed strategies for enhancing or further leveraging these processes for AML compliance.

Conducted reviews and provided analysis of third party vendor software solution as it related to in-house applications and the collection of AML data.

Improved procedures for the purpose of enhancing business processes, operations, and information process flow including html webpage design, storyboard and screen mockups

Produced Application Risk Assessments (ARA) for new AML processes

Provided business analysis support during development/implementation cycle for the QA and Development teams.

Prepared and delivered reports, recommendations, or alternatives for improving processes in operating systems across the organization for Compliance, Wealth Management and Customer Service business groups

Developed, standardized, and maintained new processes based on findings and analysis

Communicated process changes, enhancements, and modifications - verbally or through written documentation - to management, peers, and other employees to ensure issues and solutions are understood

Created storyboards for AML Red Flag training modules

Senior Business Analyst August 2011 to November, 2011 Shoppers Home Health Care, Toronto, ON (Contract)

Compiled and understood the available solution alternatives and helped both the Business and IT stakeholders prioritize; selecting the best option to meet the Business objectives

Elicited requirements by interpreting Customer Business needs and translating them into application and operational specifications by leading JAD/JAR sessions

Delivered End Users training for Siebel CRM

Maintained domain Application-System knowledge and kept abreast of new technology developments in key areas of responsibilities

Data Modelling – Data Element definitions, Uses Cases, entity diagrams

Identified areas for process improvement opportunities and facilitate implementation, including quality assurance for deliverables and change management guidance

An integral part of the Project Team that delivers IT projects on time, within budget and scope

Communicated and applied standards based on SDM’s project methodology

Facilitated cross-functional meetings/presentations with various levels of management

Maintained ongoing, proactive relationships with internal and external teams (Vendors, Business and IT Stakeholders)

Multi-tasked by working on multiple initiatives simultaneously

Test manager role, which included: managing the defects reports internally and with our clients to ensure timely resolution of all issues and problems

Produced daily defect statistical reports for senior management and client’s reviews; prioritized the critical issues for Production installation; included test strategy; test plans; test cases; use cases; requirements document; addendums; change requests and issues log

Preparation of documentation for training, user guides and job aids

Project Manager July 2009 to August 2011 Scotiabank – Wealth Management Toronto, ON (Contract)

Deliver a software development/implementation project that involves the building, modification (both functional and performance) and implementation of key components for CRM (salesforce.com) system

Using risk management methodologies to structure plans that allow for up front risk mitigation and smooth deliveries on complex development projects

Create complex implementation strategies including full backout planning and testing

Scheduled and managed cross functional disciplines to ensure smooth delivery of the projects to production

Acted as the key contact point for the project client(s) and sponsor(s)

Ensured the understanding of the project plan, deliverables and affected technology to a level necessary for successful project delivery

Communicated in verbal and written form with the stakeholders to ensure awareness of project status

Identified and negotiate criteria for successful project deliverables

Identify and control schedules and resource allocations

Ensured successful delivery of projects on time, to budget and within quality and scope parameters

Facilitated the identification and resolution of project issues

Ensured acceptance by project stakeholders

Facilitated resource planning (both staff and technology) to support the delivery of multiple projects in the portfolio

Test manager role, which included: managing the defects reports internally and with our clients to ensure timely resolution of all issues and problems

Produced daily defect statistical reports for senior management and client’s reviews; prioritized the critical issues for Production installation; included test strategy; test plans; test cases; use cases; requirements document; addendums; change requests and issues log

Provided end user training for Salesforce.com

Ensure OSC, IIROC and MDFA compliance with policies, procedures and regulatory requirements

Interpreted user requirements and prepare written specifications

Communicated with internal/external clients and vendors to ensure accuracy of specifications

Conducted and chaired meetings to gain the involvement of the staff from impacted functional areas

Prepared project plans, securing appropriate input and cooperation

Monitored progress against project deliverables, ensured functional areas were meeting their commitments on a timely basis, and update project plans to reflect changes

Project Manager for Business for CRM project implementing Salesforce

Developed detailed contingency plans for projects

Logged, tracked and address all concerns/problems throughout projects. Forward issues to the development group, along with recommended corrective actions. Escalated unresolved issues

Maintained, controlled and updated documents relevant to the project

Gave presentations to business units; communicated project status to internal and external parties

Conducted and participated in training sessions as necessary

Coordinated the reporting of the development Budget and tracking costs for all projects

Assisted in the coordination and planning of all small ad hoc development requests

Provided updates to appropriate committees and interested parties

Senior Business Analyst October 2007 - June, 2009 SunLife Financial, Waterloo, ON (Contract)

Participated in large AML project (18 months)

Transforming current KYC system to include AML/ATF regulations

Liaise with various business groups in the organization to facilitate implementation of new AML business processes.

Coordinated with Compliance to ensuring the strictest compliance with AML/KYC regulations.

Documented existing business processes in order to define current business activities for the development of new AML procedures and models.

Researched, reviewed, and analyzed the effectiveness and efficiency of existing processes and develops strategies for enhancing or further leveraging these processes for AML compliance.

Reviewed and analyzed third party vendor software solution as it related to in-house applications and the collection of AML data

Conducted data analysis and mapping

Data Modelling – Data Element definitions, Uses Cases, entity diagrams

Created prototype of new procedures for the purpose of enhancing business processes, operations, and information process flow including html webpage design and mockup.

Provided business analysis support during development/implementation cycle for the QA and Development teams.

Prepare and delivers reports, recommendations, or alternatives for improving processes in operating systems across the organization for Compliance, Wealth Management and Customer Service business groups.

Developed, standardized, and maintain new processes based on findings and analysis.

Communicated process changes, enhancements, and modifications - verbally or through written documentation - to management, peers, and other employees to ensure issues and solutions are understood.

Collaborated in the planning, design, selection, development, prioritization and deployment of new applications, and enhancements to existing applications.

Project Manager June, 2007 - September, 2007 RPFL, Mississauga, ON (Contract)

Create project deliverables, with the specified level of quality for the project sponsors, on time and within budget, by efficient coordination of project resources and good control of project activities, in order to satisfy the project objectives;

Plans, prepares, and maintains project or program schedules, by combining estimated activity durations and risks;

Manage and negotiate stakeholder expectations to determine most accurate and appropriate definition of project or program scope and schedule;

Manage scope, schedule, and cost priorities between various stakeholder groups and within the project team, in order to resolve conflicts;

Working in client servers, DB2 and web based environments.

Participate in the creation and review of documentation and reports for project(s) or program(s) in order to monitor and control project management processes;

Communicate with and engages project sponsors and other stakeholders to ensure adequate representation on the project;

Provide leadership, motivation, coaching, and professional development for project teams in order to obtain a high level of co-operation and contribution from all project members.

Project Manager/Business Analyst March 2006 - June, 2007 Hansen Canada, Mississauga, ON

As a Business Analyst;

Interpret user requirements and prepare written specifications;

Communicate with internal/external clients and vendors to ensure accuracy of specifications;

Conduct and chair meetings and gained the involvement of the staff from impacted functional areas;

Developed and presented end user training courses for Hansen 7;

Conduct in-depth Process Assessments and provided documented recommendations to improve processes and

Research and provide written comments for `Request for Proposal documentation.

As a Project Manager;

Work with clients and in-house teams to define requirements for projects;

Preparing project plans, direct and coordinating activities of projects to ensure that goals and objectives of the project are accomplished within prescribed time frames and within budget;

Review project plans to determine and modify time lines, and staffing requirements;

Conduct software demonstrations highlighting the functionality and advantage of Hansen 7 and 8;

Participate in weekly project update meetings with clients and internal staff on various projects;

Act as a liaison between the client business units and Hansen technical team and

Supervising and providing clear guidance and direction to all team members

Working in client servers, DB2 and web based environments.

Project Manager /Business Analyst February, 2004 - March, 2006 City of Brampton, Brampton, ON (Contract)

Creation of Knowledge Management for City call center

Preparing project plans, direct and coordinating activities of the large and complex project to ensure that goals and objectives of the project are accomplished within prescribed time frames and within budget;

Review project plans to determine and modify time lines, and staffing requirements;

Clearly define the context and limitations of a project, i.e. purpose, scope, stakeholder’s expectations, etc;

Define all activities with corresponding resources, work effort, duration, target dates and actual dates;

Assign appropriate resources to all work activities;

Lead project team with strategic impact to design and implement technology solutions to meet business requirements;

Act as a liaison between the business units and technical team;

Supervising and providing clear guidance and direction to all team members;

Actively monitoring project deliverables to ensure completeness and accuracy;

Risk management on any issue that may impact delivery of the project;

Responsible for research and analysis leading to the definition of requirements and processes to assist in the information gathering for a municipal call center;

Identified and recommended continuous improvement opportunities to improve existing methodologies and worked with the business unit in implementing improvements;

Demonstrated strong relationship management skills that are required to work with individuals and teams at all levels to coordinate work on call management that crosses departmental lines;

Facilitated work sessions with business clients and other stakeholders to gather business and process flow requirements;

Working in client servers, DB2 and web based environments.

Gained in-depth knowledge of the working processes of the City business units; Animal Services, Works and Transportation and Enforcement which includes parking, mobile licensing, by law and property standards;

Developed a Call Data Management System to serve as a knowledge base for the Call Center team members;

Participated in the development of training materials, training of users, and providing ongoing support of Call Data Management System as well as various in house databases;

Assisted in the resolution of any internal processes related issues; escalated unresolved issues to senior management on a timely basis;

Demonstrated confidence, presence and determination to succeed in a very dynamic and demanding business environment and recipient of City Managers Excellence Award

Developed and delivered end user training courses

Senior Business Analyst May, 2004 - February, 2005 CIBC Mellon Toronto, ON (Contract)

Interpret user requirements and prepare written specifications

Communicate with internal/external clients and vendors to ensure accuracy of specifications

Conduct and chair meetings and gained the involvement of the staff from impacted functional areas

Applied CIBC Mellon PATHS project management methodology to project work

Prepare project plans, securing appropriate input and cooperation

Monitor progress against project deliverables, ensure functional areas are meeting their commitments on a timely basis, and update project plans to reflect changes

Develop detailed contingency plans for projects

Log, track and address all concerns/problems throughout projects. Forward issues to the development group, along with recommended corrective actions. Escalate unresolved issues

Maintain, control and update documents relevant to the project

Give presentations to business units; communicate project status to internal and external parties

Conduct and participate in training sessions as necessary

Coordinate the reporting of the development Budget and tracking costs for all projects

Assist in the coordination and planning of all small ad hoc development requests

Provide updates to appropriate committees and interested parties

Ensure compliance with policies, procedures and regulatory requirements

Working in mainframe, client servers, DB2 and web based environments.

Project Manager December, 2002 - May, 2003 Scotia McLeod, Toronto, ON (Contract)

Managed multiple projects to implement solutions for brokerage business initiatives

Provided requirements/business analysis by defining business problems, assessing costing/budgeting, producing requirements documentation, analyzing system functions, and developing test strategies, plans and cases.

Participated and managed the implementation process by defining business requirements and processes.

Managed relationships and expectations by ensuring that management is kept informed and that problems and issues are escalated appropriately.

Demonstrated creative, self-starting, results-oriented skills. Proved to be highly motivated with very good analytical skills in order to independently.

Gather business requirements and developed an interactive website.

Proved to be a good leader with very good interpersonal, communication and negotiation skills in order to build harmony and obtain co-operation from both users and senior management.

Working in mainframe, client servers, DB2 and web based environments.

Senior Business Analyst July, 2001 - December, 2002 Castek, Inc., Toronto, ON

Interpreted client's needs, which provided vital information to the design and implementation of corporation insurance software, validate existing database data.

Liaise with internal departments and external vendors to define requirements.

Developed and presented system procedures and training manuals through workshops.

Work with clients and development teams to define requirements for projects.

Working in mainframe, client servers, DB2 and web based environments.

Conducted in-depth Process Assessments and share observations and provided recommendation to improve overall processes.

Provided empathetic leadership for core team and extended team members.

Project Manager December, 2000 - July, 2001 IDM Solutions, Toronto, ON (Contract)

Technical liaison between sales staff and clients regarding products and services.

Identify client operational risks and recommend appropriate solutions.

Planned, implemented and managed activities and resources for client implementations within established timelines.

Provided in-house and client technical support and training.

Administered project modifications; provided estimates in any changes in price or timing

Developed Service Level Agreements.

Project Manager August, 1998 - December, 2000 Elite Information Systems, Los Angeles, CA

Management of multiple projects with an average $1.5M budget.

On-site implementation of complex legal accounting system.

Work with clients to gather and analyze user requirements.

Provide training and technical support.

Working in mainframe, client servers, DB2 and web based environments.

Conducted in-depth Process Assessments and provided documented recommendations to improve processes.

Management of month-end balancing, post conversion set-ups and verification of converted data, control and audit disciplines.

Communicated effectively with both internal and external groups in order to achieve project objectives.

Provided progress reporting for client's steering committees and home office Operations department.

Based in Toronto traveling weekly to United States for project consulting including high level planning meetings, meeting with outside vendors and needs assessments, acquired a HB3 US Working Visa.

Project Manager March, 1994 - August, 1998 ScotiaBank, Toronto, ON

Project management of a four year, 2 million-dollar project to amalgamate four internal legal departments including the brokerage back office division.

Managed office infrastructure including cabling, telephone systems, and small electrical projects.

Supervised trades and tender work out depending on project size.

Communicated and negotiated with management of business units within the Bank.

Network Administrator to Banyan network of 70 users.

Developed and presented departmental business cases.

Planned and forecasted departmental budgets; responsible for departmental accounting requirements.

Designed and implemented custom software to meet needs of corporate, legal and brokerage groups.

Implemented and create awareness of AML policies and procedures within the General Counsel, Executive and Corporate Affairs business groups.

Business Analyst May, 1993 - March, 1994 Goodman and Carr, Toronto, ON

Monitoring, maintaining and supporting corporate legal database.

Developed and implemented in-house training and documentation to lawyers and support staff.

Participated in system and data analysis with application development team to ensure consistent, efficient and easy-to-maintain databases.

Providing database support to test new application software releases through planning, coordinating and customization.

Related Education

Bay3000 Corporate Education - Applied Project Management 2005 (18 hours’ classroom training and over 7500 hours’ experience)

Bay3000 Corporate Education - Applied Business Analyst 2005

Professional Presentation Skills 1999

Professional Business Writing 1997

Banyan Network Administrator 1994

Novell System Administrator `Train the Trainer Designation 1989

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