Yash Kapilesh
Toronto,ON
Summary
Accomplished Product Owner and Senior Business Analyst with over 5 years of expertise in banking, insurance, and lending domains. Proven ability to deliver innovative, customer-centric solutions by bridging business needs with technical capabilities. Proficient in driving end-to-end product development, stakeholder management, and system implementation to align with strategic goals. Skilled in requirements gathering, process optimization, data analysis, and integrating modernized solutions into legacy systems. Extensive experience in building digital platforms, ensuring regulatory compliance, conducting API integrations, and enhancing customer and staff journeys. Recognized for exceptional leadership skills, cross-functional collaboration, and consistently delivering high-impact results in dynamic environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Product Owner - InsurTech
Questrade - Engineering Insurance
01.2024 - 11.2024
- Managed backlog prioritization, ensuring alignment with business goals and stakeholder expectations.
- Developed comprehensive roadmaps outlining the product vision, goals, and milestones for successful execution.
- Proactively identified risks associated with project timelines or deliverables, implementing mitigation strategies when necessary.
- Increased customer conversions by 11% through the development of an intuitive, user-friendly website for purchasing home and auto insurance policies.
- Reduced application completion time by 32% by streamlining the user interface and optimizing the end-to-end customer journey.
- Improved quote accuracy by 30% by integrating real-time APIs such as MVR, AutoPlus, OPTA iClarify, and Fortus RateBridge.
- Decreased customer support inquiries by 18% by implementing self-service tools and enhancing the overall digital experience.
Senior Business System Analyst
Questrade - Engineering Insurance
02.2023 - 01.2024
- Saved $500,000 annually in operational costs by transitioning from legacy platforms to a unified InsurTech solution.
- Reduced onboarding time for brokers by 30% with an intuitive interface and simplified training requirements.
- Conducted comprehensive testing processes for quality assurance, minimizing post-deployment issues and improving end-user satisfaction.
- Managed complex projects from inception to completion, ensuring timely delivery within budget constraints.
- Elicited and clearly documented business and system requirements.
Business System Analyst
ThinkInsure (part of Questrade)
09.2022 - 02.2023
- Modernized a legacy insurance system by integrating external APIs (PowerBroker, AppliedRatingServices, Fortus RateBridge, CSIO, OPTA iClarify, AutoPlus).
- Led data mapping, migration, and transformation to a cloud-based InsurTech platform for enhanced functionality and scalability.
- Supported the integration of new software applications by liaising between development teams and end users throughout all stages of the project lifecycle.
- Designed and implemented seamless experiences for both customer journeys and broker portal staff workflows, enhancing usability and operational efficiency.
Senior Business Analyst
Bank of Montreal
08.2020 - 09.2022
- Analyzed the impact of US Tax Regulations 1446 on existing systems and processes, collaborating with vendors (e.g., Broadridge, PwC) to facilitate third-party tax reporting.
- Captured requirements from Wealth Management and Capital Markets teams, liaising with the IRS and DTCC for regulatory reviews and compliance alignment.
- Led the integration of system solutions into client applications, prepared GUI mockups using Figma for tax-related updates, and ensured seamless functionality.
- Resolved data issues by collaborating with business teams, developing queries and scripts for debugging in an IWF Methodology environment with tools like Broadridge BTS, SQL Server, JIRA, and Confluence.
Business Analyst
Sunlife
01.2018 - 06.2019
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
Education
Master of Science - Information System
Birla Institute of Technology And Science - Pilani
Rajasthan, IndiaSkills
- Business analysis
- Product backlog management
- Roadmap development
- Business process modeling
- Data modeling
- SQL proficiency
- Data migration
- Business intelligence tools
- Design thinking
- Figma/UIzard - Protoyping
- Python data analysis
- API Documentation
Languages
English
Native or Bilingual
French
Limited Working
Hindi
Native or Bilingual
Certification
- Certified Scrum Product Owner® (CSPO®)
- Certified ScrumMaster®
Courses
- Stanford Machine Learning
- IBM Data Science Professional
- SAS Visual Business Analytics
- SAS Statistical Business Analyst
- Google Data Analytics Google UX Design Professional
- RPA Business Analyst - UiPath
Timeline
Product Owner - InsurTech
Questrade - Engineering Insurance
01.2024 - 11.2024
Senior Business System Analyst
Questrade - Engineering Insurance
02.2023 - 01.2024
Business System Analyst
ThinkInsure (part of Questrade)
09.2022 - 02.2023
Senior Business Analyst
Bank of Montreal
08.2020 - 09.2022
Business Analyst
Sunlife
01.2018 - 06.2019
Master of Science - Information System
Birla Institute of Technology And Science - Pilani
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