Adna Ismail
Toronto,ON
Summary
Analytical finance professional with over 5 years of experience in pension administration, financial analysis, data validation, and process optimization. Skilled in interpreting complex legislation, validating high-volume member data, and developing financial models that improve accuracy and operational efficiency. Adept at translating technical findings into clear insights for cross-functional teams and leadership. Advanced proficiency in Excel, SQL, R, and data reconciliation tools.
Overview
5
5
years of professional experience
Work History
PENSION SPECIALIST
Ontario Pension Board
<ul>
<li>Process and validate member transactions, ensuring regulatory compliance and 100% accuracy across benefit calculations and recoveries.</li>
<li>Interpret pension legislation to resolve complex member entitlement cases.</li>
<li>Collaborate with IT teams to test RMS system enhancements, identifying defects and ensuring smooth implementation of new workflows.</li>
<li>Prepare operational reports, case summaries, and audit-ready documentation for internal approval.</li>
<li>Support year-end processes, improving calculation accuracy and reducing processing delays.</li>
</ul>
11.2023 - Current
- Process and validate member transactions, ensuring regulatory compliance and 100% accuracy across benefit calculations and recoveries.
- Interpret pension legislation to resolve complex member entitlement cases.
- Collaborate with IT teams to test RMS system enhancements, identifying defects and ensuring smooth implementation of new workflows.
- Prepare operational reports, case summaries, and audit-ready documentation for internal approval.
- Support year-end processes, improving calculation accuracy and reducing processing delays.
PENSION ANALYST
TELUS Health (formerly LifeWorks)
04.2022 - 11.2023
- Calculated pension benefits and aligned results with plan rules, improving accuracy by reducing calculation errors.
- Analyzed member data to identify discrepancies and supported large-scale reconciliation projects.
- Improved case response times by 5% through workflow optimization and prioritization methods.
- Developed pension calculation models using Excel and VBA to streamline interpretation of legal plan documents.
- Prepared client-ready statements and reports, enhancing communication with trustees and stakeholders.
JUNIOR DATA ANALYST
Remington Medical
06.2021 - 03.2022
- Supported the CFO and National Sales Manager with financial reporting, pricing analysis, and data-driven insights used in strategic planning.
- Analyzed historical sales trends to calculate landing costs and develop competitive pricing models that maximized profit margins.
- Built vendor pricing workbooks and prepared weekly sales performance reports for the national sales team.
- Standardized reporting templates and dashboards to improve consistency and data accuracy across teams.
- Completed daily invoicing and trained team members on billing procedures; improved accuracy of shipment modifications.
- Implemented an automated billing workflow that reduced manual invoicing time by 30 hours per month and enhanced reporting efficiency.
Education
BACHELOR OF ARTS - Economics and Finance (Honours)
RYERSON UNIVERSITY
Skills
- Financial Modeling
- Pension Benefit Analysis
- Data Analysis & Reporting
- SQL, R Programming
- Advanced Excel (PowerQuery, PivotTables, Lookups)
- Process Improvement & Automation
- Regulatory Interpretation
- Stakeholder Communication
ADDITIONAL EXPERIENCE
PENSION ANALYST (CO-OP)
TELUS Health (formerly LifeWorks) Sep 2019 to Jan 2020
- Performed pension benefit calculations including retirements, terminations, post-retirement deaths, and marriage breakdowns in accordance with plan rules and regulatory requirements.
- Responded to client, member, and trustee inquiries by providing accurate, timely pension information and clarification of plan rules.
- Completed data validations, contribution reconciliations, and membership audits for large member databases to ensure data accuracy and compliance.
- Processed annual statement calculations for multiple pension plans, supporting year-end reporting cycles.
- Improved departmental turnaround time by assisting with rush calculations and supporting high-volume workloads.
BUSINESS PLANNER (CO-OP)
Toronto Community Housing Corporation Jun 2019 to Aug 2019
- Supported development of dashboards covering 300+ housing projects, ensuring data integrity and accuracy.
- Collaborated with multiple divisions to consolidate operational metrics and improve reporting clarity.
LOGISTICS ANALYST (CO-OP)
TJX Canada Jan 2019 to May 2019
- Analyzed logistics data and vendor performance metrics to support supply-chain decision-making.
- Automated recurring data tasks, saving 1,045 associate hours annually and improving reporting efficiency.
Certifications Courses
- Bloomberg Certified
- Excel for Business (Coursera)
- Google Data Analytics (Coursera)
- SQL Basics (DataCamp)
Timeline
PENSION SPECIALIST
Ontario Pension Board
11.2023 - Current
PENSION ANALYST
TELUS Health (formerly LifeWorks)
04.2022 - 11.2023
JUNIOR DATA ANALYST
Remington Medical
06.2021 - 03.2022
BACHELOR OF ARTS - Economics and Finance (Honours)
RYERSON UNIVERSITY