LEEJO PULLAN
Scarborough,ON
Summary
Seasoned Business Analyst offering 14+ years of Financial industry success. Expert on business and systems requirements, user acceptance testing and end-user training. Accomplished at leveraging past lessons for informed future decision-making.
Overview
16
16
years of professional experience
Work History
Business Analyst
TD Bank
03.2022 - Current
- Interfaced with different business unit groups, end users and subject matter experts to gather requirements
- Prepared and updated Business Requirement documents and Functional Requirement documents
- Developed workflow diagrams using applications like MS Visio for new and existing processes
- Prepared iteration planning by selecting appropriate user stories and leading story review
- Implemented Agile work structure and Scaled Agile Framework to test cases by creating Epics & User stories
- Performed GAP analysis of business rules, system process flows, user administration and requirements
- Prioritized outstanding defects and system problems, ensuring accuracy and deadlines were met
- Organized weekly meetings, walkthrough with team to continuously improve process for the application development
- Engaged with key stakeholders to drive adoption of recommendations and solutions
- Conducted System Integration testing (SIT), User Acceptance Testing (UAT) and developed the test plan, Test conditions and test cases
- End-to-end business analysis over project lifecycle, developing user stories, acceptance and exit criteria, test cases, business capability maps and implementation roadmaps
- Identified and documented stakeholder requirements to meet or exceed critical product SLAs while meeting our rigorous risk and compliance standards
- Involved in performing manual testing following test scripts to check functionality of mainframe application for multiple deployments
- Conducted Change management sessions with Business teams for the changes/developments to application and processes.
TDS Operations Analyst
TD Bank
09.2020 - 02.2022
- Assisting with carrying out strategic changes for the team
- Coordinating and distributing weekly rotational functions to the team and keeping close watch on work volumes, workflows, and cut-off time deadlines
- Performing daily quality checks on held messages and assist with team metrics
- Assisting with the review and analysis of false positive hit patterns to facilitate recommendations to reduce false positive hits
- Identifying hit patterns contributing to elevated hit ratios including gathering, reviewing and documenting recommendations identified by the team
- Oversight of the daily operations and ensuring all accountabilities are met
- Operational escalations to technology and business partners
- Managing Operation and Managerial Checklists
- Preparation of various departmental reports and statistics.
Lead Operations Officer
TD Bank
06.2018 - 08.2020
- Responsible for the control functions associated with Regulatory sanctions screening for SWIFT messages, Visa Money Transfers, and IRM transactions
- Investigation and prioritization of respective message types on behalf of TDBFG and release of false positives on a timely basis
- Case management - Investigating and Resolving inquiries from branches, internal departments, external correspondent banks, TD Securities offshore offices, TDBFG and TD Securities Compliance Groups
- Escalating when necessary and ensuring investigation and proper documentation is complete
- Actively participated in developing, testing and implementing new or enhanced processes and other process improvement initiatives
- Worked on Macro based excel for MFG Email template and played a key part in making changes to templates and outputs.
Direct Channel Sales Agent
Nordia
11.2017 - 06.2018
- Provide legendary customer experience to new and existing customers by resolving their issues; investigating any problems and escalating errors that require a follow-up
- Process financial transactions such as bill payments and explain the billing process with proper information
- Responsibilities includes quality check & control, building statistics, process improvements as well as selling and answering queries related to residential plans
Assistant Manager
Citi bank
06.2008 - 10.2017
- Managing team execution for processing high volume transactions of Capital Market trades
- Understanding Circulars & regulations of regulatory bodies such as Securities & Exchange Board of India (SEBI) & Reserve Bank of India (RBI) to ensure On-market & Off-Market transactions are carried out as per norms prescribed
- Identify and recommend process improvements and work on automation opportunities so as to enhance the productivity and operational efficiency of the team
- Tracking & Implementation of various industry regulations as per standards with respect to trade processing with regularly interacting with regulatory bodies
- Understanding operational risk management to effectively identify issues and dependencies while keeping track & update of emerging issues, trends, and evolving regulatory requirements to assess potential impacts
- Liaise with multiple departments including Projects, Financial Control, Treasury, Risk, Operations to resolve issues
- Bridged the gap between the clients and exchanges for trades confirmations in capital market
Education
Skills
- Process Improvements
- Project Management
- Organization & Time Management
- Team Leadership & Motivation
- Operations
- Business Plan Development
- Requirements Gathering
- Competitive Analysis
- Stakeholder Management
Accomplishments
- 2023 Pinnacle Award Recipient.
- Awarded for creation of a Macro template to assist daily workflow of the Secondary market transactions helping in reducing the time taken to process trades as well as avoiding duplicated work. (2010)
- Awarded for the smooth transition of DEBT market from manual processing to Web based application. (2012)
- Awarded for playing a major role in the automation of the Equity capital market from manual processing to a Macro based process which helped in streamlining different applications and removing duplication of work. (2015-2016)
Languages
English
Full Professional
Hindi
Full Professional
Malayalam
Professional Working
Timeline
Business Analyst
TD Bank
03.2022 - Current
TDS Operations Analyst
TD Bank
09.2020 - 02.2022
Lead Operations Officer
TD Bank
06.2018 - 08.2020
Direct Channel Sales Agent
Nordia
11.2017 - 06.2018
Assistant Manager
Citi bank
06.2008 - 10.2017
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