Attah Salifu
Toronto,Canada
Summary
Dynamic Business Optimization Specialist with a proven track record at Questrade, adept at streamlining complex processes and implementing innovative technology solutions. Skilled in project management and robotic process automation, I excel in driving efficiency and fostering collaboration across teams to achieve strategic goals. Committed to delivering exceptional results and enhancing user proficiency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Optimization Specialist
Questrade
Toronto, Canada
11.2023 - Current
- Documented and assessed complex business processes for Questrade’s Residential Lending and Deposits Services teams, identifying opportunities to streamline and automate workflows, and defining requirements for system enhancements in applications such as LMS, Crystal, Resolver and Portfolio+.
- Supported large-scale process and system optimization initiatives related to our transition to Questbank by designing and implementing enterprise-wide processes and configured technology solutions that directly addressed stakeholder needs and strategic priorities.
- Led cross-functional projects such as the end-to-end integration of new POS systems by collaborating with internal teams and external partners to design, test, and implement optimized workflows and system enhancements.
- Maintained detailed project plans for concurrent initiatives, defining scope, eliciting requirements, tracking milestones, and proactively communicating risks to key stakeholders.
- Developed and organized comprehensive process documentation, training materials, and shared Google Space work environments to support the adoption of new technologies and drive user proficiency.
- Pushed creative thinking beyond existing practices to identify innovative solutions and process improvements including automating our DLA Validator, implementing OCR technology and creating standardized test cases for our quarterly release testing.
- Helped build project management capability within the team by implementing standard project management methodologies and best practices such as the use of Gantt Charts and Jira’s Kanban feature, mentoring junior analysts, delegating tasks, and fostering a collaborative, agile-focused environment.
Experienced Implementation Analyst
Enable International
Toronto, Canada
08.2022 - 09.2023
- Lead several complex implementation projects concurrently across multiple industry verticals such as the automotive, electrical, food retail and home improvement industries.
- Responsible for onboarding, training, and liaising with several ongoing clients representing over $500,000 in ARR.
- Lead meetings regularly with clients to establish use cases and gather design data to implement a configured software solution that met the customer's requirements.
- Worked with multiple internal and external stakeholders to design & deliver solutions within the Enable software and guided the customer through their testing and adoption.
- Worked with other analysts to create effective solutions for each client’s unique requirements.
- Exercised analytic capabilities by helping customers determine work-around solutions to their business needs while working with our product team to communicate future considerations for the product roadmap.
- Mentored, trained, and delegated work to associate analysts based on their skill set and experience.
Financial Administrator
Access Private Wealth
Mississauga, Canada
08.2021 - 02.2022
- Processed client applications, redemptions, transfers and market orders in a timely and accurate manner.
- Delivered client services by promptly responding to customer inquiries in a courteous and professional manner.
- Provided technical support to clients regarding online account setup, FutureVault inquiries and process issues.
- Tracked daily transactions and communicated information to clients regarding client reviews.
- Administered internal Salesforce reports as required by our financial advisors.
Business Analyst - Client Reporting & Taxation Services
CI Investment
Toronto, Canada
08.2020 - 08.2021
- Analyzed gaps and identified opportunities for process improvements to create efficiencies across our various business units regarding regulatory requirements, mandatory information and reporting disclosures.
- Analyzed internal processes and identified continuous improvement opportunities for improvements in client-reporting, tax and creating efficiencies within/cross department.
- Ensured business requirements were clearly and thoroughly documented and understood, as needed for enhancements to the tax process.
- Applied technical writing skills by comprehensively documenting internal procedures and creating reference materials for product enhancements and new initiatives.
- Reconciled tax data, reviewed and resolved anomalies and variances in the data.
- Responsible for user acceptance and regression testing during RPM application releases.
- Managed relationships with several internal and external groups such as Business, IT, Print Vendors and Branch Staff while working on end-user issues and maintaining the integrity of end-user data.
- Explained technical information in clear terms to non-technical individuals to promote better understanding.
RESP Services Specialist
CI Investments
Toronto, Canada
02.2019 - 08.2020
- Gathered and analyzed quantitative data, while proposing solutions and taking the appropriate actions to resolve client escalations.
- Reviewed and analyzed all client requests such as purchases, redemptions, account opening/closing, switches, transfers and non-financials for proper documentation and authorization.
- Processed all valid trade requests in a timely and efficient manner ensuring department service standards were consistently being achieved.
- Liaised with internal business units such as Client Services, Resolutions Services and the Private Client division to ensure exceptional service was delivered in an efficient and effective manner to resolve day-to-day issues.
- Actively participated in enhancing CI Global Asset Management’s RESP system in conjunction with Business Analysts and I.T by modelling our current state processes and eliciting requirements from my colleagues.
Education
Computer Programming Diploma -
Humber College
Toronto, Ontario01.2023
Business Analysis Certification -
University of Toronto
Toronto, Ontario01.2021
Bachelor of Business Administration (BBA) - Management Specialist
University of Toronto
Mississauga, Ontario01.2017
Skills
- Microsoft Office Suite and Google Workspace
- Email communication tools
- Diagramming software
- Project management applications
- Programming languages
- Database management systems
- Robotic process automation
Certification
- Lean Six Sigma Green & Black Belts (C.S.S.C)
- Business Process Improvement
- Canadian Securities Course
Hobbies and Interests
- FreeCodeCamp.org: Obtained my HTML, CSS and JavaScript certifications from free code camp where I demonstrated proficiency in building web-based projects such as survey forms, product home page and technical documentation. Furthermore, I actively participated in the free code camp community by collaborating with new and experienced programmers, and answering their questions.
- Giving back and Fundraising: Participated in fundraising events for non-profits and volunteered at the Food Bank and JA’s Dollars with Sense program through Questrade aimed at promoting financial literacy and healthy financial habits in high school kids in the Toronto Area.
- International Student Ambassador: supported the onboarding of incoming students to support transition into university life through a mentorship led approach which increased satisfaction and promoted positive experiences.
Affiliations
▪ FreeCodeCamp.org: Obtained my HTML, CSS and JavaScript certifications from free code camp where I demonstrated proficiency in building web-based projects such as survey forms, product home page and and technical documentation. Furthermore, I actively participated in the free code camp community by collaborating with new and experienced programmers, and answering their questions
▪ Giving back and Fundraising: Participated in fundraising events for non-profits and volunteered at the Food Bank and JA’s Dollars with Sense program through Questrade aimed at promoting financial literacy and healthy financial habits in high school kids in the Toronto Area
▪ International Student Ambassador: supported the onboarding of incoming students to support transition into university life through a mentorship led approach which increased satisfaction and promoted positive experiences
Languages
English
Native/ Bilingual
French
Limited
Timeline
Business Optimization Specialist
Questrade
11.2023 - Current
Experienced Implementation Analyst
Enable International
08.2022 - 09.2023
Financial Administrator
Access Private Wealth
08.2021 - 02.2022
Business Analyst - Client Reporting & Taxation Services
CI Investment
08.2020 - 08.2021
RESP Services Specialist
CI Investments
02.2019 - 08.2020
Computer Programming Diploma -
Humber College
Business Analysis Certification -
University of Toronto
Bachelor of Business Administration (BBA) - Management Specialist
University of Toronto
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