Project Coordinator & Business Analyst

An energetic professional with exceptional Project Management and Analysis Skills

Database: SQL Server, Oracle9.x, MS Access

Database Tools: Developer 6i, SQL*Plus, Toad, SQL Box, Teradata, Aprimo, SQL Server Integration Services (SSIS), SQL Server SSRS

Applications: Clarity, MS Project, Trello, Confluence, Power BI, Tableau 7.0, SAS 8.2, PeopleSoft Financials 9.0, SAP CRM, MS Office, MS SharePoint

+10 years of experience spanning various Industries (IT, Banking, Telecommunications, B2B, Healthcare, Online Publishing, Automotive)

Strong technical skills, business acumen & analytical expertise

Experience with CRM & ERP systems

Working towards PMP

Project Coordinator / Business Analyst

Jun 2024 - present

Toromont Industries Ltd

Worked at Toromont CAT, a premier Canadian dealer of Caterpillar construction equipment, serving industries such as construction, mining, and power systems (toromontcat.com).

Team member for project migrating data sources to MS OneLake and changes for supporting Copilot AI initiatives

Designed and implemented lakehouses and warehouses to support semantic models for Power BI reporting, enhancing cross-departmental data visibility

Maintained and coordinated project status reporting across departments

Developed Power BI dashboards offering financial, warranty, equipment service, and inventory insights, including Copilot GenAI for Q&A and summaries

Gathered and documented business requirements from stakeholders

Led data cleansing initiatives to identify inaccurate, missing, or redundant info from multiple sources.

Documented data sources and transformed inputs for reporting into PBI dashboards and Excel reports

Ensured project activities adhered to internal standards and procedures, contributing to quality assurance and compliance efforts

Project Manager

Mar 2023 – Jun 2024

Canada Life

Managed the Health and Security Remediation program, running scrum meetings

Member of team managing PSHCP and PSDCP programs

Conducted trend and root cause analyses to drive continuous improvement across remediation efforts for 10 applications from SIT/ UAT

Created a RAID log in Confluence tracking risks, actions, issues and decisions

Developed and managed comprehensive project plans aligned with business goals and timelines

Facilitated recurring sprint planning and cross-functional project meetings to ensure accountability

Forecasted resource allocation and workload

Coordinated meetings with stakeholders and technical team leaders

Conducted weekly risk assessment of the project schedule highlighting high risks to key deliverables and resource conflicts

Managed project closure procedures, ensuring thorough documentation and knowledge transfer

Tracked, maintained and reported on project financials

Created flowcharts and process maps using Visio to visualize workflows and enhance understanding

Created, updated and distributed Jira tickets for milestones and sprint backlogs

Produced communications, status reports, and metrics dashboards using Excel, Jira and Power BI

Tools used: Jira, Confluence, Clarity, MS Project, MS Excel, Power BI, Visio, SharePoint

Sr. Project Campaign Analyst

Mar 2022 – Mar 2023

CIBC

Collaborated with Capital Markets stakeholders to gather campaign requirements and define project scope

Meet with LOB gathering campaign requirements

Developed and executed targeted marketing campaigns using Unica and Salesforce, aligned with business goals

Consulting with LOB for enhancing campaign targeted segments

Conducted campaign audits and performance reviews using Tableau, identifying optimization opportunities

Participated in weekly scrum meetings and Kanban board updates to track progress and resolve blockers

Created ad-hoc reports and dashboards to visualize campaign metrics and outcomes

Tools used: Unica, Salesforce, Tableau, SharePoint, Jira, Confluence

PCO

Aug 2021 – Dec 2021

RBC Royal Bank

Scrum team member for Capital Markets modernization projects

Supported Capital Markets modernization projects as a scrum team member

Supported project managers with monitoring action items, risks, issues, changes and decision logs

Coordinated stakeholder meetings and collaborated with Product Owners to refine project deliverables

Assisted project managers in the development, management and ongoing maintenance of project schedules and with identifying inter-project and task dependencies and constraints

Developed and updated monthly dashboards for project governance meetings

Maintained Kanban boards and tracked sprint progress using Jira and Confluence

Gathered and documented stakeholder requests

Worked with the Finance group on tracking and aligning project financial reporting

Created, updated and distributed Jira tickets for milestones and sprint backlogs

Documented project activities and created ad-hoc reports to support decision-making

Tools used: Jira, Confluence, MS Project, MS Excel, SharePoint

Project Manager / Data Delivery Manager

Jul 2020 – Jul 2021

Macromator

Coordinated meetings with stakeholders to define reporting requirements

Weekly forecast resource allocation and workload

Created analysis reports for project budget variances with respect to scope, schedule, volume and available funds

Compiled weekly actual resource and project allocation reports

Created and executed email campaigns in Pardot and Salesforce based on requirements

Created post-campaign reports and provide result analytics (7,14 days)

Data cleansing and automation initiatives to identify inaccurate, missing, or redundant info from different sources using specialized tools and Excel macros

Performed Ad-Hoc Analysis and created presentations with results for Clients

Guided clients on best practices for email campaign execution to optimize results

Created and maintained defects tracker on tickets

Tools used: Salesforce, Pardot, Marketo, advanced MS Excel (pivot tables, v-lookups, macros), SharePoint, Trello, Confluence, Jira, Clarity

Project Coordinator / Project Manager

Jun 2014 – March 2020

RBC Royal Bank

Working with RBC Telecom team on a large telephone system migration project from Centrex to IP solution. Retail Branch Voice Program (RBVP) is a $200 million collaboration between RBC, Bell, Telus & Cisco spanning over 1300 transits across Canada including Personal & Commercial Banking, Insurance and Wealth Management.

Developed project plans, monitored scope and progress, and created change requests

Organized discussions with various stakeholders, collected project requirements

Produced weekly budget and risk analysis reports for senior PMs and executives

Supported Program Managers to ensure operational effectiveness of program execution adhering to Large Program Management Framework and Program Management Framework best practices

Involved in Control Scope, monitoring work progress and creating change requests.

Automated data migration files using Excel macros and performed root cause analysis on defects

Created status reports for Sr. Management using data extracted from Telemanager (ERP Inventory Management)

Created Excel migration files using automation macros to select, compare and format data from various sources

Created and monitored KPIs, and advocated procedures to optimize process efficiency.

Prepared project financial management reports

Extracting and consolidating information from various feeds (contacts, billings, transits)

Identified discrepancies in address, EID, phone number, correct before creating the migration data files

Created periodic risk analysis reports, and provided recommendations

Managed daily post-migration defect reports

Managed expectations from stakeholders and engaged vendors for deadlines acceptance

Tools used: Telemanager, SQL Server, Oracle EOM, Cisco Unified Communications Manager (CUCM), StationCM, advanced MS Excel (pivot tables, v-lookups, VBA macros, Power Query), MS Word, MS Access, SharePoint, MS Project

Business Advisory Manager

Jun 2013 -- May 2014

Moneris Solutions

Provided analytical support on business performance, revenue, net revenue, interchange, operational efficiency, churn and attrition to Finance Sr. Management and CFO

Monitored credit and debit card clients portfolio providing solutions for seamless integration into their ERP or accounting system

Worked with Order Management on adding/maintaining customers, price/fees changes

Monthly maintained and monitored credit large data sets and identified risk

Master data design and reporting

Performed data segmentation by client

Provided data analysis supporting client centric decisions through leveraging common CRM expertise, knowledge, processes, information, and technology

Created various ad-hoc reports using SQL Server and MS Excel (pivot tables, v-lookups, macros)

Data manipulation and hygiene to ensure integrity and accuracy (identify the discrepancies)

Coordinated various projects and managed implementation

Maintained a daily tracker for the ad-hoc requests using MS SharePoint to illustrate the changes

Tools used: SQL Server 2012, MS Excel, MS Access, PowerPoint, MS Word

Data Analyst Consultant

Feb 2012 – May 2013

Pitney Bowes/ Digital Cement Inc.

Coordinated communication between data, QA, campaign management and implementation teams

Participated in Aprimo (Marketing Resource Management ERP) implementation to support marketing campaigns

Created control processes and identified gaps (risk analysis)

DQA large data sets daily loads from SQL Server into Teradata (data warehouse) and Aprimo (master data) to ensure integrity and accuracy

Prepared data files for email/DM campaigns (22 files per campaign containing 3.5 mil records)

Identified files with unclean data a/p campaign architecture document and communicate to the client

Designed processes for data accuracy

Daily data profiling and analysis in SQL Server. Teradata and Aprimo to identify discrepancies and correct them using data manipulation

Sampled data to ensure it is consistent with the data warehouse requirements

Performed data segmentation for various CRM campaigns (USPS, Timothy)

Participated in the execution and DQA of the mail files by applying the most recent opt-outs from Privacy Office, bounces, suppression lists and Nixie files

Data activities for marketing programs (email campaigns, web, DM)

Created post-campaign reports and provide result analytics (3,5,7,10,14 days)

Data cleansing initiatives to identify inaccurate, missing, or redundant information from different sources

Direct mail address validation using NCOA

Tools used: SQL Server 2008, SSIS, Teradata, Aprimo, Advanced MS Excel (pivot tables, v-lookups, macros), MS Access, Tableau 7.0, Google Analytics, Silverpop, SharePoint

Business Analyst

Jun 2011 – Feb 2012

Bank of Montreal

Participated in development, implementation and facilitation of data quality processes, data quality metrics and data quality controls for existing and new applications

Identified, created, and monitored metrics reports and KPI Indicators (active and dormant accounts, attrition, clients age, DOB)

Consulted with departments to understand business objectives, translated business requirements into development tasks and ensured alignment of priorities to identify risk, so that overall Bank objectives and priorities are realized

Assured the definition of business data is complete

Master data reporting

Identified and ensured the resolution of data quality issues, such as uniqueness, integrity, accuracy, consistency, and completeness in a cost-effective and timely fashion

Performed periodic data quality profiling - based on the business rules

Supported CI&DS operations in assuring the development and maintenance of metadata

Assisted Technology and Architecture teams in implementing data quality processes

Identified areas for data quality improvement

Created the business rules for Customer Analytical Data using DataFox tool, generating alerts

Tools used: SQL Server, advanced MS Excel (pivot tables, v-lookups, macros), MS Word, MS Access

Specialist Business Intelligence

May 2011 - Oct 2011

MTS Allstream

Provided tailored analytics, expert data leadership, marketing intelligence and actionable analysis to senior management, marketing, and other departments

Created reports measuring customer satisfaction

Defined data requirements, determined the best sources for the data, ensured data integrity, developed database queries, troubleshooting, and liaised with key contacts in other departments

Advanced Customer and Prospect Base analysis and list generation using advanced analytics to support demand generation, acquisition, and cross-sell programs through expert data manipulation from various internal and external sources such as Common Customer View, Allstream Financial data, Allstream Data warehouse, Master Customer and Prospect data mapped to Allstream footprint (SAS), Sale funnel data, D&B Market data

Used expert analytical and technical skills to produce in-depth master and transactional data analyses in very short timeframes without neglecting data integrity and the analysis’ objectives

Advised business managers on the availability and accuracy of customer data to fulfill objectives

Online Marketing Analyst

Sep 2010 – Apr 2011

Trader Corporation

Master data reporting & analysis to understand customer behaviors, site usage, and trend tracking

Large data sets extracted using Helix ERP

Performed data profiling and provided recommendations for Sales and Marketing team

Data analysis to identify customer needs and at risk dealer groups (create complete dealer profile by identifying and measuring the key metrics - make, model, lot size, region)

Identified churn risk for dealers

Actionable insights to Sales Executives, to support Sales Retention Strategies

Data segmentation by geographic area, size, type, and product to understand each group's unique needs, and translated findings into areas of opportunity (i.e. upsells, cross-sell, churn, etc.)

Quantify benefits for new business initiatives based on online customer behavior (i.e. leads, traffic)

Ad-hoc SQL queries to support new and existing marketing and business initiatives

Data quality processes are followed and dynamically updated

Data manipulation and quality audits

User acceptance testing for online data collection

Tools used: Helix ERP (end-to-end solution designed to manage core business processes, sales, purchasing, accounting, inventory), SQL Server, SSIS, MS Excel (pivot tables, v-lookups, VBA macros for automation), MS Access, SharePoint

Marketing Analyst

Feb 2009 – Sep 2010

Sears Canada

Business reports, advanced pricing analysis and data modeling for Marketing Department

Report build, validation and update to ensure precision and integrity of data collection

Supported ERP modules (Product Listing, Inventory, Suppliers Management, Reports and Analytics)

Pull reports from all ERP modules and conduct weekly meetings to verify and cross connect the accuracy of the data and promote marketing suggestions

Forecasted number of transactions based on existing historical data using PeopleSoft Financial Control and Reporting, and other ad-hoc financial management reports

Identified KPI Indicators for various promotions and built metrics reports

Regression analysis and sales forecasting for Retail Sales Balanced Scorecard (sales controller, cost of goods sold (COGS), sales capacity)

Point of contact for data quality issues and troubleshooting

Risk analysis in terms of sales and profitability

Data quality activities focused on offers and promotions, ad-hoc queries

Tools used: PeopleSoft Financials, SQL Server, MS Excel, MS Access, SharePoint, Cognos

Business Analyst

Apr 2008 - Oct 2008

Giffels / The Ingenium Group

Delivering global building solutions, the privately held Ingenium Group of Companies offered an extensive range of architectural, engineering, land-use, and development planning, interior design, project management, and partnership services across Canada, the United Kingdom, and the United States. It had a broad and diverse portfolio of completed work within the public, lifestyle, commercial, and transportation sectors, comprising some of the largest building projects in the world

Supported engineering and construction teams by maintaining project-critical databases and intranet applications, ensuring smooth execution of deliverables

Developed and executed SQL jobs to automate repetitive tasks, improving operational efficiency and data reliability.

Collaborated with Accounting and Cost Control departments to generate ad-hoc reports and queries, enabling timely financial tracking and resource planning

Ensured data integrity and system performance across MS Access applications used in field operations.

Facilitated communication between technical teams and project stakeholders to resolve data-related issues and support project planning

Data Analyst Operations

Jan 2008 - Apr 2008

Pitney Bowes/ Digital Cement Inc.

Data activities for marketing programs (email campaigns, web, DM)

Data segmentation for various CRM campaigns (FedEx, FedEx -NFL, Kraft, General Mills, Astra Zeneca, John Hancock, Bell clients)

Reporting & Analytics prime to define Measurement Plans and reporting requirements

Additional insights to supplement existing reporting and analysis findings for cross-functional teams

Marketing campaign reports and analysis - actionable recommendations and results

Data cleansing initiatives to identify inaccurate, missing or redundant information from the systems

Marketing Database Analyst / CRM Data Analyst

Jan 2007 - Dec 2007

SAP Canada Inc.

Developed and implemented data initiatives between Canadian and International IT departments to support CRM and ERP modules

Master data activities (uploading and maintaining contacts), built various reports and analyzed data

Data quality and system synchronization responsibilities for Marketing and Sales databases

New SQL and Access reports; developed request tracker (using Report Tracker)

Time savings (75% reduction) through report automation and standardization

Quality assurance testing on data and new modules

Access rights management for test and production systems using Virsa Access Enforcer

Business Analyst

Apr 2005 – Dec 2006

Bloorview Kids Rehab

Master Vendor list set up and maintenance for company’s internal ERP system (Meditech)

Accounting prime in ERP software upgrade initiative (Meditech 5.3 to 5.5)

Report creation for Executive and Senior Leadership teams (23 reports/ week) using Cognos 7.0

Reported directly to Director of Finance

EDUCATION & TRAINING

Coursera - Generative AI: Introduction and Applications - Coursera – 2025

Microsoft SQL Server 2005 - Implementation and Maintenance - Nexient – 2008

Project Management - University of Toronto – 2008

Software Quality Assurance - Innovative Technologies Alliance – 2001

Oracle Developer - DEEDS Project - University of Toronto – 2001

B.Sc. / M.Sc. Industrial Chemistry - University of Bucharest – Romania -1994

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