• 7+ years of working experience in Capital Markets and Risk Management with a strong focus on data warehouse implementation
• 7+ years of experience in various data project implementation initiatives, act as a Principal for recent compliance project FundApps
• In-depth knowledge of derivative products and financial markets, their operational structure, product modeling and regulatory reporting 13F, 13F2, ESMA ESG, industry exposure
• Excellent project management, planning, and organizational skills; experience in vendor management relationships
Overview
7
7
years of professional experience
Work History
Senior Business Analyst
Healthcare of Ontario Pension Plan (Hoopp)
Toronto, ON
07.2022 - Current
Lead team of 3 for Hoopp's new investment compliance and regulatory system implementation (FundApps)
Lead development, implementation, and delivery of Hoopp holdings and transactions data modeling for regulatory investment reporting, monitoring, and filings.
Design and develop data warehouse views (SQL, ETL, XML, SAP HANA, Snowflake)
Lead workflow design and data modeling as part of system architecture solutions, and analytics, for example, creation of views or tables in SAP HANA for index constituents i.e. SP500
Determine sourcing, LOE, and SLA for new projects and build/ buy decisions
Business Analysis Specialist
Scotiabank - Global Risk Technology
07.2021 - Current
Internal promoted toBusiness Analysis Specialist
Managed full code deployment release cycle monthly, managed inrelationships with Product control users, project managers, and IT business users for 5 business lines.
Provided hands-on solution expertise and architecture strategy across Market Risk and regulatory initiatives within Global Risk Technology
Worked directly with traders of Swaptions, Credit Index Options, Equities, and FX/Cash to design new data models, applications, and reports
Provided production support for P&L calculations, ad-hoc
Lead technology BA team, responsible for end-to-end requirement design, data analysis, SQL scripting, end-to-end testing to ensure the project implementation is onboarded successfully (replaced two upstream sources)
Performed analysis with SQL, Airflow, Elastic Search, Postman, Unix, Python
Business Analyst : Trade Floor Risk Management
Scotiabank : Global Risk Technology And Models
Toronto, ON
10.2018 - 07.2021
Provide customized solutions with the use of business intelligence tools (Tableau) to provide stakeholders visibility and access to information within various databases. (Oracle, MySQL)
Collected and documented business, functional, and non-functional requirements; created and executed test plans; worked on test cases for different scenarios and documented detailed testing procedures (Successfully onboarded new cross-currency XCCY risk model)
Maintained effective working relationships with various groups within the Bank, such as Risk, Technology, Financial Engineering, and Product Control, as well as Regulatory Initiatives regarding market risk, regulatory reporting, and other ad-hoc projects/requests
Responsible for research and analysis leading to the definition of requirements for the implementation of the Bank’s Risk Data Warehouse System – a single platform for market risk integration, limit monitoring and reporting for interest rate, credit and equity derivative
Drafted and successfully developed (sign-off'ed) the SLAs between Risk warehouse platform and sources, and business users
Financial Reporting Analyst, Financial and Tax
CIBC MELLON
06.2018 - 09.2018
Prepared the interim and annual financial statements including supporting packages accurately and completely within deadlines
Completed month-end and financial reporting tasks and other reporting activities for clients as required
Assisted Senior Manager in providing answers to external auditors on financial statement audits
Senior Mutual Fund Valuation Analyst
CIBC MELLON
Toronto, ON
10.2017 - 06.2018
Achievement:
Achieved high performance rating in 2016 and 2017
Participated in the system implementation process and assist User Acceptance test strategy for CIBC Mellon annual project - Paperless
Performed daily pricing and reconciliation of options, futures/forwards
Education
Bachelor of Science - Statistics
University of Toronto
Toronto, ON
04.2015
Skills
Data Analysis, Database, and Data modeling, Data Warehouse/ETL
Derivatives Regulation & Best Market Practices; ESMA: 13F,13F2,13DG