Adeel Khan, CBAP, CMA(US), MMS

• Spearheaded process optimization, automation, and Lift-and-Shift projects, enhancing operational efficiency and modernizing systems.
• Directed Business Analysis activities on Compliance & Regulatory projects, ensuring adherence to industry standards and evolving regulations.
• Automated Payments Reconciliation and Billing processes, reducing errors and streamlining workflows.
• Key member of the Business Analysis Centre of Excellence (BACoE), setting standards and creating templates to enhance business analysis practices across the organization.
• Supported the Data Governance Program, promoting best practices in data management and regulatory compliance.

• Led financial reporting assessments for UBC's Workday Implementation, improving reporting accuracy and system integration.
• Collaborated with cross-functional teams to define and document business requirements, ensuring alignment between Finance and IT.
• Managed backlog prioritization, defect tracking, and post-go-live financial reporting support.

• Led the documentation of business requirements for CDIC regulatory changes, ensuring compliance and system modifications.

• Captured and analyzed business processes for Tax, Regulatory, and Financial Reporting projects.

• Developed and implemented system solutions, facilitating process improvements for the Finance organization.

• Liaised with PMO, Finance, Compliance, and other departments to align project goals and deliverables.

Global Market Infrastructures (GMI) | March 2017 – March 2019

• Partnered with global teams to optimize GMI operations, focusing on reporting, performance management, and records oversight.
• Provided timely business analytics to support key decisions related to Network Management.
• Facilitated working groups, collaborated with IT to identify opportunities for process improvements, and managed change communication across departments.

Firmwide Financial Control | May 2015 – March 2017

• Led Financial Control's General Ledger migration as part of the Financial Target Platform initiative.
• Coordinated across business lines to define financial reporting requirements and conducted user training for post-implementation readiness.
• Tested and raised defects for reporting applications, ensuring proper alignment with business needs.

• Delivered SAP BusinessObjects Planning and Consolidation solutions, improving client productivity and efficiency.
• Implemented process enhancements to optimize workflows, mitigate risks, and improve cost-effectiveness.
• Provided post-implementation training and support for client teams.

• Resolved cardmember disputes in accordance with Visa and MasterCard regulations, minimizing financial losses for the bank.
• Liaised with customers, merchants, and internal teams to investigate and resolve disputes.
• Collaborated with Risk and Compliance to address potential fraud cases and ensure customer protection.