Dynamic Professional with Expertise in Business Consulting and Client Management
Strategic-minded Business Consultant adept at problem-solving and process analysis. Skilled in fostering client relationships and proficient in financial forecasting and management. Demonstrated ability to identify growth opportunities and drive efficiency. Proven track record of delivering results in dynamic business environments
Experienced Business Consultant with over 11 years in crafting technology-driven solutions for major Canadian banks. Specialized in Mergers &Acquisitions strategies for product development and delivery excellence, driving innovation and automation. Adept at nurturing strong client relationships, understanding their needs, and providing tailored solutions to enhance satisfaction and loyalty. Proficient in end-to-end product management and strategic business planning to drive growth across diverse banking products. Skilled in cross-functional team leadership and fostering collaboration to achieve objectives effectively.
Expertise in data management and analytics, utilizing SQL, Spotfire, Power BI, Quantum, and Xero for curated investment solutions.
Proven track record in identifying operational inefficiencies and implementing process improvements to optimize performance. Established strategic partnerships with key stakeholders to drive business growth and expansion.
Title: Bank of the West Acquisition and Client Migration
Role: Lead Business Consultant
Scope: Migration of Bank of the West Customers to Bank of Montreal Online Banking
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Title: Web Analytics Implementation using Quantum Metrics
Role: Business Consultant
Scope: Implementation of Web analytics to identify customer interact with Online banking for Business
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Title: Marketplace Integration with Xero
Role: Business Consultant
Scope: Integration of Xero platform with Online Corporate Client portal
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Title: Homepage Enhancement (Agile Workflow)
Role: Business Consultant
Scope: Upgrading of existing homepage widget & functionality to enhance customer experience
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