Gregory Furtney

• Functioning in an Agile environment, acted as lead, business analyst for the Client Reporting workstream on a multi-million dollar business transformation project.
• Managed stakeholder and vendor expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives.
• Facilitated requirement gathering workshops, resulting in clear project objectives and deliverables.
• Created detailed user stories for custom enhancements to client reporting of investments on a multi-strategy, multi-currency vendor application including Quarterly Portfolio Reviews, Annual Realized Gain/Loss Statements , Ad Hoc Investment and Performance Reports.
• Enhanced stakeholder engagement through effective communication of complex data and insights.
• Utilized data visualization techniques to present and explain complex data and process flows.
• Lead specific sub-projects, as assigned by program sponsor, including transfer of legacy application through reverse-engineering of historical data and interfaces.

• Supporting institutional, capital markets, business processes and systems migration from GMP to Stifel Nicolaus Canada as a result of acquisition.
• Interacting with business stakeholders and technology leaders to design, plan and implement migration efforts to support the organization move to Stifel.
• Analysis of required technology changes to integrate business applications and procedures into the new corporate structure.
• Responsible for 2020 year-end commission reporting – required complex SQL queries from multiple sources, Excel import and use of pivot tables to convert and report agent commissions, consolidated in Canadian Dollars.
• Collaborate with project managers on other business streams to co-ordinate on timing and resource sharing.
• Analyzing, managing, and reporting on multiple projects including the main TSA migration, commission payment integration (Commcise) and Anti-spam processes.

• Providing technology leadership, direction, analysis and design of retail, capital markets, business solutions to integrate front office account opening and KYC into Broadridge's Digital Information Onboarding Solution (Inform); a web-enabled solution.
• Business Requirement Documentation in an agile environment.
• Extensive use of SQL queries to reverse engineer vendor data relationships, analysis and design of process data solutions, and support for production incidents.
• Focus on forms redesign, technical development aspects and data consistency.
• Business analysis of current processes and functionality to convert and provide a like-for-like experience to front and back office staff in a transition from a chronological, frames-based processing application to an open navigation, web-enabled solution.
• Design and maintenance of a form's data dictionary; a repository of all field attributes including construction, functionality and interoperability.
• Liaise with sponsor and business stakeholders to elicit, confirm and document requirements.
• Test manager for QA/UAT teams.
• Design and development of internal metric reporting tools for test execution, defect control and management reporting.
• Design and develop automated processes for creating back office control reports.
• Team building and knowledge transfer to junior members facilitated through direct mentoring and/or lunch and learn education sessions.

• Proficient delivery of retail, capital markets, business and technical knowledge towards effective application solutions.
• Lead communication with stakeholders of varying business and technical understanding.
• Analysis and design of new processes, reports and data extracts.
• Subject matter expertise in production issue analysis, prioritization and resolution.
• Problem identification, solution design, development and implementation planning.
• Analysis and design of data extracts for financial reporting and downstream applications including performance (Charles River) and third-party statement production (Symcor).
• Support of regulatory and compliance initiatives.
• Conduct training sessions for Global Plus application within the bank.
• Assist with UAT testing of major projects; CRM2 and statement redesign.

• Requirements gathering for new initiatives in global custody, trust and pension benefits.
• Elicit, translate and manage client requirements.
• Support to onsite team as an application SME.
• Acting as first line of support for business queries and process related issues.
• Define and execute test case scenarios, for release upgrades, from a functional perspective.
• Manage 3rd party software upgrades for releases and patches.
• Environment is an offshore/on-site model.

• Technology management responsibility for regulatory initiatives for the enterprise.
• Adherence to TD’s PMLC and SDLC practices.
• Coordination with business unit for defining and validating requirements.
• Presenting technology design to program team and senior executives.
• Facilitating program communication in a matrix organization.
• Coordination of multiple project groups to meet program deliverables.
• Projects include: Canada’s Anti-Spam Law (CASL), Client Risk Rating (Global Anti-Money Laundering), Regulatory & Government Affairs CRM (SalesForce solution).

Engagement: TD Securities Inc.

• Requirements Management (regulatory software projects within Trading and Risk).
• Defined new documentation guidelines for business requirements facilitating efficient communication between business and technology organizations.
• Establish traceability of requirements and leverage use for testing.
• Creation of High Level Business Requirements document providing overall project scope and functional requirement identification.
• Acted as Test Manager.
• Define project test strategy and plan, documenting artefact for business sign-off.
• Manage test execution & change control process.
• Track defect correction and coordinate software builds with technology.

Engagement: TD Wealth

• Shared responsibility for ownership of Assets & Entitlements sub-program supplying technical knowledge, project management and oversight.
• Provided capital markets, industry knowledge and subject matter expertise for creation of business requirements, documenting asset maintenance and corporate action processing design for a global wealth management application (joint development between TD Wealth and CGI).
• Focus on requirements for application maintenance of equity, fixed income, mutual funds, term deposit asset types and all cash/stock corporate action types.
• Review, validation and approval of vendor solution proposals.
• Oversight of business analysts in requirements elicitation as well as design specification.
• Reporting to executive team on progress, issues and program change requests.

• Provided industry knowledge and guidance towards integration of a trust accounting software solution with a global, custody front-end processing system.
• Reviewed and refined business requirement documents.
• Developed Functional Design documents based on business requirements and performed walk-through of design with clients and vendors.
• Consulted with internal stakeholders and external vendors.
• Researched and developed detailed accounting rules for management of historical cost, capital and currency gain/loss, accrued income, receivables, payables and entitlements associated with security processing and the implications on tax and trust accounting.
• Proposed alternative software solution (GoldenSource Accounting) to improve overall performance and mitigate risk of integration. Proposal accepted by management.
• Designed training program and conducted training for IT and QC staff on accounting practices and client financial reporting of Capital Market activity including multi-currency and multiple tax methods.

• Business systems analyst and technical lead for software design and production support of trust and custody processing in a global, multi-currency, wealth management application.
• Provide product and industry expertise towards the creation of business and functional design documents necessary for development of client software deliverables.
• Documentation and execution of test plans.
• Design and support of user interfaces, core processing, and client financial reports.
• Manage multiple concurrent objectives.
• Assist with timely resolution of critical, client issues.
• On-site support during design phase and client implementations.
• Subject matter expert (fees, trade input, clearing and settlement, entitlements, corporate actions, Depository interfaces, Mutual Funds, proxy and client financial reporting) providing technical assistance and leadership to dedicated team of software developers.
• Successfully performed duties as a remote associate with approximately 30% travel to client sites and/or head office.