Sayeed H. Serwary
Ajax
Summary
Detail-oriented Pension and Benefits Analyst with over seven years of experience in the pension and financial industries. Experience in process improvement and data analysis. Expertise in supporting governance committees, ensuring compliance with regulatory requirements. Proven ability to manage cross-functional projects, enhance communication strategies, and deliver actionable insights through data analysis. Proficient in Excel, Workday, and Power BI for efficient data analysis and reporting. Strong background in managing vendor relationships, ensuring operational accuracy, and supporting regulatory implementations. Passionate about driving process improvements and implementing best practices to streamline HR service delivery.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Pension Analyst
Bank of Montreal
Toronto
01.2021 - Current
- Provided subject matter expertise to cross-functional teams, managing tasks such as coordinating meetings, preparing materials, and ensuring accurate follow-ups for the pension committee. Supported the governance structure for pension plans, aligning with industry regulations and internal best practices.
- Heavily supported the implementation of a new administration system, including creating UAT test scenarios, conducting testing, and collaborating with PMOs to ensure successful deployment.
- Analyzed complex pension data to identify trends and anomalies, providing actionable insights that helped guide strategic decisions for HR and senior management.
- Utilized Excel functions to model and interpret data, supporting similar data-driven decision-making processes for compensation analysis and recommendations.
- Led to the monitoring of pension plan compliance with income tax and pension benefits acts, and employment standards for our statements and communications.
- Managed multiple projects involving system improvements, vendor management, and process enhancements. Led cross-departmental initiatives that required close collaboration with HR, Legal, and Finance teams, ensuring alignment of goals.
- Supported the research and benchmarking of pension plan performance and industry trends. Assisted in identifying areas for process improvements that contributed to the strategic decision-making of senior leaders.
- Managed vendor relationships for the Defined Benefit, Defined Contribution, and Employee Share Ownership plans. Oversaw reconciliations, resolved variances, and managed various year-end activities.
- Regularly assessed system capabilities, recommending improvements or new features based on industry trends and stakeholder needs
- Prepared a variety of presentations and documents (e.g. functional documentation; reports; recommendations; etc.).
- Designed a report on Workday to capture all contributions for both DC and DB plans, leading to more efficient data analysis and saving thousands of hours for the team.
- Implemented and enhanced workflow automation in alignment with business needs for project management calendar and emails.
- Created a report using Power BI to visualize a multi-perspective view of contributions in our DC and DB plans.
Senior Pension Specialist
OMERS
Toronto
01.2017 - 09.2021
- Provided expertise and support for processing, administration, and business process reviews, focusing on defined benefit plans.
- Analyzed complex data to identify key issues, collaborating with departments to enhance process flows and resolve employee questions.
- Led projects on process improvement and regulatory changes, including planning, requirements, testing, and production review.
- Reviewed pension data to identify trends, support policy decisions, and assist HR business partners.
- Ensured timely completion of annual tasks and regulatory reports, including pension statements, adjustments, actuarial valuations, and tax slips.
- Exceeded expectations/ achieved a rating of 101% in work performance (meets needs is 80%).
- Achieved great customer service profiles (met 95% SLA).
- Provided input and feedback on a new project staffing software tool (work tracker).
- Created an organizational chart to streamline the disability process.
Financial Services Representative
TD BANK
Toronto
01.2016 - 12.2016
- Completed complex financial transactions.
- Delivered informational sales presentations to staff.
- Coached employees on best sales approaches and products that TD offered.
- Engaged clients in conversation to understand and meet their current and future financial needs.
- Complied with Bank and industry codes of conduct and with securities laws and regulations.
- Promoted as one of the most efficient tellers at the branch. Averaged 20 transactions per hour.
- Maintained error rates lowest in the bank in the top 2% of all tellers including tellers with much more experience. Improved support service by 20%.
- Achieved top sales in the number one branch in the region for the year.
Education
B.Comm Honors - Business Administration, Major Business Law & HR
Ryerson University
01.2014
Skills
- Project Management & Planning
- Strong Pension Knowledge
- Business & Document Preparation
- Data Analysis & Manipulation
- Policy development and Interpretation
- Risk Management & Analysis
- Communication and Presentation skills
- Microsoft Excel
- Jira
- Human Resources Information Systems (HRIS)
- Power BI
- Pension plan compliance
- Regulatory compliance
- Data analysis
- Process improvement
- Cross-functional collaboration
- Benchmarking research
- Workflow automation
- Problem solving
- Retirement plan administration
- Benefits administration
Certification
Google AI Essentials Certificate, Google, 02/01/25
References
Available upon Request
Timeline
Senior Pension Analyst
Bank of Montreal
01.2021 - Current
Senior Pension Specialist
OMERS
01.2017 - 09.2021
Financial Services Representative
TD BANK
01.2016 - 12.2016
B.Comm Honors - Business Administration, Major Business Law & HR
Ryerson University
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