Detail-oriented Business Analyst with 11+ years of experience in Financial Operations, Regulatory Compliance, Controls Management, Reconciliations, Business Intelligence, Data Business Analytics and Consulting. Seeking to leverage expertise in data analysis, stakeholder engagement, and project management to drive business growth and innovation in a dynamic organization.
Overview
12
12
years of professional experience
Work History
Lead Business Analyst
Tata Consultancy Services (Canada)
09.2021 - Current
Built interactive dashboards and reports using Tableau ,enabling stakeholders to visualize key performance metrics, trends, and patterns for informed decision-making.
Conducted thorough analysis of business requirements, data sources, and data structures to design and implement effective Tableau solutions that meet stakeholder needs.
Led requirements gathering sessions with stakeholders, including business users, subject matter experts, and IT teams, to define project scope, objectives, and deliverables.
Conducted thorough analysis of business processes, identifying inefficiencies and recommending solutions for process improvement and optimization.
Developed comprehensive documentation, including business requirements documents (BRDs), use cases, process flow diagrams, and user stories, ensuring alignment with project goals and objectives.
Utilized data analysis techniques and tools to extract insights, identify trends, and provide recommendations to support decision-making and drive business growth.
Collaborated with cross-functional teams throughout the project lifecycle, from planning and design to implementation and post-implementation support, ensuring successful delivery within scope and timeline constraints.
Provided end-user training and support to facilitate adoption and maximize utilization of new systems and processes.
Reconciliations Administrator
Aviso Wealth
03.2020 - 09.2021
Manage data controls and reconciliations required internally and by regulatory bodies (MFDA, IIROC)
Liaise with appropriate internal and external stakeholder for firm and fund-specific risk reporting
Act as a reconciliations SME to help evaluate and enhance existing process and systems
Acted as operations expert and worked closely with Technology team to deliver an auto-match reconciliation system which resulted in 18% high risk breaks closure within SLA.
Reconciliations Project Manager
JP Morgan Chase
01.2016 - 02.2020
Gathered business requirements from stakeholders of different business units and developed functional specification documents
Spearheaded the software development lifecycle and navigated the change and release management for the governance tools
Worked with all stakeholders by gathering data from all business units, developing requirements, ascertaining priorities, and reporting progress
Built and maintained a Dashboard for exceptions reporting to internal and external clients
Participated in data and systems migrations for all JP Morgan fund services legacy systems
Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
Reconciliations Team Leader
JP Morgan Chase
05.2012 - 01.2016
Reconcile unit holder capital stock, cash and security holdings and investigate and clear all outstanding issues on time
Responsible for ensuring discrepancies between fund accounting ledger system and custody records are identified, investigated and allocated to appropriate hubs or propose possible resolution
Escalate significant reconciliation issues to the management on a timely basis