Experienced Business Analyst with expertise in trading applications upgrades, FIX protocol troubleshooting, and business process analysis. Collaborative and detail-oriented, adept at implementing system enhancements, streamlining operations, and providing comprehensive user training. Proficient in SQL, JIRA, and Agile methodologies. Strong analytical and problem-solving abilities with a dedicated focus on optimizing processes and enhancing user experience.
Overview
14
14
years of professional experience
Work History
Business Analyst
Ontario Teachers' Pension Plan
11.2021 - 07.2024
Worked closely with Product Owners to intake all trade software-related enhancement requests from the business including: settlement configuration changes, introducing new asset classes to the ecosystem, post trade settlements
Worked on multiple continuous improvement initiatives related to CRD including: bonds trading workflows, Manager Workbench enhancements, portfolio permissioning upgrades
Handled all ad-hoc requests from core trading business users relating to trading software
Collaborated with cross-functional teams to identify, analyze, and resolve technical issues, minimizing service disruptions and improving operational efficiency
Findur Decommissioning Project
Responsible for the decommissioning of the commodities-related trading software and moving commodities trading to Charles River
Worked closely with back-office/settlement teams to gather requirements for clearing data that was to be migrated over to CRD
Developed test cases for validation prior to cutover
Provided post go-live follow up with users after cutover to CRD
Developed high-quality documentation in Confluence regarding all decommission changes
Charles River SaaS Upgrade Project (On-Prem to Cloud)
Assisted Product Owners with activities such as: roadmap development, backlog planning and ad hoc requests from users post go-live
Actively contributed to all Agile ceremonies related to the upgrade, including: daily ceremonies, retrospectives, backlog plannings
Planned, developed and led official demo sessions with business users and various internal stakeholders to vendors prior to the project kickoff to introduce current environment setup and configurations
Validated all FIX related testing for the SaaS upgrade by working closely with vendor and validating all test cases
Assisted QA teams with any artifacts captured during testing and validation cycles
Collaborated with CRD vendors to strategize and implement a new compatible solution for internal shorts module by gathering requirements, testing new solution with users and moving it into production
Lead UAT sessions and garnered feedback during key milestones of the project
Triaged and handled all post go-live issues after SaaS upgrade as the Subject Matter Expert (SME) after deployment
T+1 Settlement Project
Developed and presented a roadmap for execution to transition trade systems from T+2 to T+1 for equities and equity derivatives
Worked closely with back office teams to do a thorough analysis of all product types affected by the change to T+1
Tested and validated all changes with business users
Conducted UAT exercises with business users for this change prior to go-live cutover
Followed up with business users after go live for two weeks to ensure that the cutover was successful, and captured/documented all issues for internal support teams to assist with troubleshooting
Application Support Analyst
Ontario Teachers' Pension Plan Board
10.2018 - 11.2021
Provided level 1 and level 2 support for our primary suite of trading applications which consisted of: Charles River, Findur, Proswap
Supported 400+ users across the organization
Provided level 1 support for a host of EMS applications including: FXGO, EMSX, FlexTrade, Portware, TSOX
Responsible for troubleshooting various issues related to the trade lifecycle including: trade entry, pre-trade compliance, post-trade/settlement
Provided application training for new users to ensure a smooth onboarding experience
Work closely with the TAXOS and Provisioning Team to ensure new users are setup correctly with the appropriate permissioning
Collaborate closely with AMS partners to initiate and complete small/medium enhancements though regular release cycles
Create and maintain knowledge base articles in ServiceNow platform, so that recurring issues can be easily identified and resolved
Assist with all FIX protocol related issues/initiatives including: coordinating the setup of new FIX lines with vendors, trade routing issues (FIX tag analysis), connectivity between brokers and OTPP, and trade related enhancements to current FIX lines (certification of new tickers/products)
CRD Upgrade Project
Worked with the project team to deliver a new version of CRD from version 9 to 18R1
Responsibilities included: Beta testing 18R1 and documenting any artifacts noticed
Worked closely with CRD consultants to analyze current environment and provided recommendations to any queries they had
Participated in UAT sessions and collected required feedback to help refine deployment to production
Responsible for testing all third party EMS applications with new version of CRD
Was point of contact from Trade Support team for post-go live incident collection
Logged all relevant incidents and tagged them with appropriate tags in ServiceNow
TSI - Rates and Credits Project
Collaborated with team to onboard rates and credits products into Charles River
Worked closely with business to collect requirements and design appropriate solutions based on feedback
Provided functional demos to business every two weeks and collected feedback during sessions in order to refine the demoed product
Scripted solutions using SQL for instrument defaults, clearing defaults and exchanges and deployed it across various environments using UrbanCode
Managed various TSI environments (CONFIG, QA, UAT) and assisted DevOps team to create a regular cadence to refresh environments to ensure data consistency
Worked with the PO to intake feedback for each sprint and built that feedback into the final product
Ran breakout UAT sessions with the business and collected feedback and provided troubleshooting assistance during sessions
Provided troubleshooting support on go-live weekend and assisted with all post go live configurations
Captured all TSI related incidents and participated in our post-go live daily standups
Worked with business users to resolve any outstanding TSI incidents
Conducted knowledge transfer sessions to internal Trade Support team
Worked with FinOps and DMO (Data Management Ops) Teams to build a process to intake new products
Systems Analyst
Ontario Teachers' Pension Plan Board
06.2012 - 10.2018
Provided level 1 and 2 helpdesk support for our Toronto, NY and Hong Kong offices
Assisted users with all break/fix issues and any software related problems
Provided direct IT support to board members during their quarterly board meetings
Responsible for managing and maintaining 4th floor boardroom technology
Worked closely with external vendors and Asia Harris from the NY office, to upgrade the network switches in that remote office
Managed yearly attestation process for our Bloomberg licences
Hardware Refresh Project: Worked with our team to upgrade roughly 400 desktops in our Toronto office
Assisted with manually setting up these desktops after hours and documenting any issues post implementation
RMS MIU Upgrade Project: Worked closely with the ILS Team in Capital Markets (Philippe Trahan and Ben Fox) to upgrade their Cat Bond modelling software
Gathered all technical requirements from the vendor, and coordinated a successful upgrade of the system into production
Followed up with the ILS team after go-live to ensure system availability and minimal issues
Technical Analyst
General Mills Canada
07.2010 - 03.2012
Provided level 1 and level 2 helpdesk support to 250 users across the organization
Responsible for troubleshooting issues related to: hardware (laptops/desktops/iPads), software and meeting room technology
Collaborated with vendors to coordinate repairs/replacement of components for all our meeting spaces
Created and maintained documentation related to new software, updates and applied patching
Education
Bachelor of Commerce - Information Management Systems
Toronto Metropolitan University
Toronto, ON
05-2008
Skills
Data analysis
Business Process Analysis
User training
SQL
Change Management JIRA
GitHub
Timeline
Business Analyst
Ontario Teachers' Pension Plan
11.2021 - 07.2024
Application Support Analyst
Ontario Teachers' Pension Plan Board
10.2018 - 11.2021
Systems Analyst
Ontario Teachers' Pension Plan Board
06.2012 - 10.2018
Technical Analyst
General Mills Canada
07.2010 - 03.2012
Bachelor of Commerce - Information Management Systems
Toronto Metropolitan University
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