ALLAN DEMITTO
Summary
Results-driven Senior Business Systems Analyst with over a decade of experience specializing in Wealth Management and Asset Management sectors. Proven expertise in leading CRM2 regulatory initiatives, managing end-to-end system implementations, and driving technical documentation projects for top Canadian financial institutions. Skilled at fostering collaboration between business and technical teams, navigating complex stakeholder environments, and ensuring compliance with IIROC and CRM2 mandates. Recognized for meticulous attention to detail, exceptional time management skills, and consistent delivery of high-quality work under tight deadlines.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Consultant – Wealth
CI Global Asset Management - Pario Solution
10.2023 - 05.2025
- Led reverse-engineering and documentation of CRM2 legacy code to ensure accuracy and transparency in 2023 regulatory reporting.
- Produced detailed BRDs and functional specifications for wealth back-office systems including SQL ETL jobs, stored procedures, and investment product fee logic.
- Facilitated stakeholder engagement across compliance, operations, and IT to ensure alignment of business rules and technical delivery.
- Managed end-to-end analysis and documentation of T+1 Settlement/CDS transition, ensuring seamless operational readiness.
- Mentored junior consultants, helping them enhance their skills and contribute more effectively to projects.
Solution Architect – Insurance
Broadridge Financial Solutions, Inc.
03.2022 - 03.2023
- Spearheaded digital transformation for U.S. Worker Compensation claims across 40+ states.
- Authored one BRD per U.S. state and over 1,000 Jira stories; delivered full system documentation in Confluence.
- Led daily standups and coordinated UAT/test cycles with SMEs to ensure traceability and regulatory adherence.
Senior Business Systems Analyst - Wealth
Fidelity Clearing Canada LLC (FCC)
06.2017 - 01.2022
- Technical Supported the annual operational delivery of CRM2 Reports, Implemented CRM2 customizations for special Client requests and troubleshooted Reporting data issues.
- Created a data analytics portal used by 5,000+ advisors to track Portfolio Metrics such as AUM, asset flows, and top holdings and client demographics.
- Implemented Salesforce Service Cloud for client request management, supporting 600+ fron and back-office cases monthly.
- Developed 100+ process documentation articles spanning client onboarding, trading, settlement, and KYC.
Business Analyst - Wealth
Pure Facts Financial Solution INC.
06.2015 - 06.2017
- Implemented CRM2-compliant statements and reports for 40+ wealth firms.
- Implemented Monthly Statements to new clients and Customizations for existing clients.
- Conducted data mapping and fee logic configuration for investment portfolios.
- Coordinated QA/UAT planning and execution using Agile tools (Jira, Confluence).
Education
Post Graduate Certificate - Business Analysis and Process Management
Sheridan College
01.2015
Bachelor’s degree - Accounting
Federal University of Parana
01.2013
Skills
- CRM2 Implementation
- Wealth & Asset Management
- Mutual Funds
- Regulatory Compliance (CIRO)
- Business & Technical Analysis
- SQL data analysis
- Digital transformation
- Software implementation
- Consulting
- Broadridge
- Stakeholder Engagement
- Comprehensive project documentation
Certification
Brazilian Chartered Professional Accountant, Regional Council of Accounting in Parana Brazil, CRC-PR. (PR-072222/O-9)
Timeline
Senior Consultant – Wealth
CI Global Asset Management - Pario Solution
10.2023 - 05.2025
Solution Architect – Insurance
Broadridge Financial Solutions, Inc.
03.2022 - 03.2023
Senior Business Systems Analyst - Wealth
Fidelity Clearing Canada LLC (FCC)
06.2017 - 01.2022
Business Analyst - Wealth
Pure Facts Financial Solution INC.
06.2015 - 06.2017
Post Graduate Certificate - Business Analysis and Process Management
Sheridan College
Bachelor’s degree - Accounting
Federal University of Parana
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