Summary
Overview
Work History
Education
Skills
Certification
Languages
Volunteer Experience
Hobbies and Interests
Timeline
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Jonathan Lamothe

Montreal,QC

Summary

Experienced business analyst with a strong knowledge and practice of ServiceNow implementation. Skilled in orchestrating seamless ServiceNow implementations, adept at configuring and optimizing the platform to meet diverse business needs. Proficient in integrating applications to enhance workflow efficiency and streamline operations.

Overview

13
13
years of professional experience
1
1
Certification

Work History

SENIOR DATA ANALYST

Co-operators
04.2021 - 09.2023
  • Directed Salesforce CRM- and Call Centers- data migration implementing transformation rules, workflows, mapping, and testing
  • Standardized (+/- 95%)data across company by defining unique structure for metrics, attributes, and objects, enhancing performance, quality, and security
  • Implemented data structures to ensure cohesion (90%>) with subsidiary companies
  • Conceptualized CRM features improving broker's daily routines generating increase of premium subscriptions by 5% and contact center agent performance from 65% to 90%
  • Supervised releases of integrated Microstrategy Reports & dashboard (8 to 3) reducing decision making timeframe of 24hrs.

SERVICENOW CONSULTANT

FX Innovations
05.2020 - 05.2021
  • Developed workflows to automate complex Estate Planning procedures, ensuring 100% legal and fiscal compliance
  • Deployed ITSM solutions for Claims Contact Center, overachieving 80% SLAs and reduced talk time of 2mn by eliminating 3 repetitive tasks
  • Led initiatives to improve storage management of closed tickets within ServiceNow, enhancing data accessibility and compliance
  • Provided ongoing support and training to end-users across multiple lines of business to ensure successful adoption of ServiceNow solutions.

MICROSOFT DYNAMICS AX CONSULTANT

Inmindtechnoogies
06.2019 - 06.2020
  • Analyzed customer requirements and designed functional solution that meets their needs ensuring 100% client loyalty
  • Created training materials for end users on how to use features of Microsoft Dynamics AX system
  • Tracked progress against project plan milestones and communicated status updates regularly
  • Identified systems irregularities and opportunities either assisting $1000;s prevented of loss or cost saving, having handled sisks on time
  • Directed end-to-end AX implementation including system configuration, testing and post go live support, all client tailored.

SALESFORCE CONSULTANT

Soljit
05.2018 - 07.2019
  • Tailored CRM configurations targeting client interactions improving at scale of 5 to 10% including and annual loyalty exceeding 90%, and lead conversion to opportunity more than 10%
  • Provided ongoing support and training to clients, ensuring maximum adoption and utilization of Salesforce CRM solutions
  • Delivered platforms featuring integrated reporting capabilities, thereby reducing data channels and reports
  • This liberation of workflow hours amounted to up to 15 weekly
  • Ensured 90% client satisfaction and stakeholder loyalty by integrating personal projects with ready-to-use templates and efficient, proven, reusable actions.
  • Mentored junior consultants, sharing knowledge and expertise in order to foster professional growth within team.

SALESFORCE & DATA ANALYST

Rayonier
04.2017 - 05.2018
  • Spearheaded implementation of Salesforce CRM for sales and finance teams (12 users) resulting in 10% increase in sales productivity
  • Enhanced collaboration through Salesforce integration to Finance Legacy systems, reducing month-end delays by 2-3 days
  • Integrated Salesforce Data into sales pipeline and financial data, leading to more accurate forecasting and revenue projections
  • Enhanced data accuracy and integrity through data cleansing and validation processes, reducing repetitive tasks by 75%.

BRANCH & FINANCE ADVISOR

National Bank Of Canada
01.2011 - 09.2016
  • Analyzed and documented requirements for mortgage operational system transition and investment platform upgrades, ensuring alignment with advisor's interests
  • Developed strategies for achieving client's financial goals assisting their actual annual growth up to 35% of net value
  • Conceptualized application features impacting personal financial advisory, leading to increase client interaction (12 to 15 weekly) and client financial literacy
  • Guided branch adoption with robust ongoing training material, reaching 90% readiness before project deadlines.

Education

CERTIFICATION IN IT BUSINESS ANALYST -

HEC Montreal
Montreal, QC
05.2018

BACHELOR OF SCIENCE (B.S.) IN BUSINESS ADMINISTRATION - FINANCE -

HEC Montreal
Montreal, QC
05.2011

ASSOCIATE IN SCIENCE (A.S.) IN FINANCIAL MATHEMATICS -

University of Montreal
Montreal, QC
03.2007

Skills

  • Data analysis
  • Time management
  • Business Analysis
  • Agile methodologies
  • Critical thinking
  • Software Configuration
  • Agile Methodologies
  • Business Intelligence
  • Project Management
  • Requirements Gathering

Certification

  • Salesforce Admin Certification
  • Microsoft Dynamincs 365 Finance Functional Consultant (In Progress)

Languages

English
English
English
English
English

Volunteer Experience

  • SYSTEM ANALYST, Madrid, Embassy of Haiti in Spain, 09/2023-Present, Develop and deploy the online cityzen portal for consulate services
  • EMBASSY FIELD REPRESENTATIVE, Santo-Domingo, Embassy of Haiti in Dominican Republic, 01/2011-Present, Conducted workshops on personal finance management for newly arrived workers
  • DIPLOMATIC ASSISTANT, Mexico, Embassy of Haiti in Mexico, 01/2015-01/2017, Provided executive support to diplomatic members managing their eminent representation at international summit

Hobbies and Interests

  • Mathematics - Mental calculation
  • Origami
  • Home Renovation

Timeline

SENIOR DATA ANALYST

Co-operators
04.2021 - 09.2023

SERVICENOW CONSULTANT

FX Innovations
05.2020 - 05.2021

MICROSOFT DYNAMICS AX CONSULTANT

Inmindtechnoogies
06.2019 - 06.2020

SALESFORCE CONSULTANT

Soljit
05.2018 - 07.2019

SALESFORCE & DATA ANALYST

Rayonier
04.2017 - 05.2018

BRANCH & FINANCE ADVISOR

National Bank Of Canada
01.2011 - 09.2016

CERTIFICATION IN IT BUSINESS ANALYST -

HEC Montreal

BACHELOR OF SCIENCE (B.S.) IN BUSINESS ADMINISTRATION - FINANCE -

HEC Montreal

ASSOCIATE IN SCIENCE (A.S.) IN FINANCIAL MATHEMATICS -

University of Montreal
Jonathan Lamothe