Syed Mehdi (Murtaza)

Business Analyst at Mosaic Primary Care Network
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Contact Information
us****@****om
(386) 825-5501
Location
Calgary, Alberta, Canada, CA
Skills

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Bio

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5.0

/5.0
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Wajeeh Haider

I would highly recommend Syed for all your Financial planning needs.

Syed Jafri

Murtaza is very knowledge and expert in financial industry, he is very passionate about educating others on financial planning. He helped me to manage my financials with professionalism. He always provided solid advise in the area of financial planning and make sure that his client have the best financial plan possible. I would recommend him to avail his services in financial planning.

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Credentials

  • Advanced SQL, Stored Procedures and Triggers for Microsoft SQL Server
    NobleProg
    Aug, 2022
    - Nov, 2024
  • Financial Advisor - ON
    Financial Services Commission of Ontario (FSCO)
    Jun, 2018
    - Nov, 2024
  • Financial Advisor - AB
    Alberta Insurance Council
    Feb, 2018
    - Nov, 2024

Experience

  • Mosaic Primary Care Network
    • Canada
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Business Analyst
      • Mar 2013 - Present

      • have good understanding of working model of PCNs as currently working in Mosaic PCN• have hands on experience in Information Technology in areas such as ETL, data analysis, database architecture & management, system analysis & designing, web analysis and business analysis • worked on different EMRs (electronic medical record) such as PS Suite, Wolf EMR etc.• performed CDA (Clinical Data Assessment) for partnered Physicians' and Doctors' clinic• worked as an Improvement Facilitator for Alberta Screening and Prevention (ASaP) initiative of TOP (Toward Optimized Practice), worked with other clinics and helped them to improve screening and established efficient workflow• worked as a key contact to full fill all reporting needs for our staff• worked as a Super user for our PS Suite EMR (electronic medical record)• developed and maintained custom forms, searches, stamps & letters• trained new Doctors, Physicians, MOAs, MDT staff on EMR• designed work flow diagrams (algorithms) • helped Evaluation Coordinators by enhancing MS Excel functionality using Macros and other advanced features• collected and validated data from staff and generated monthly and quarterly summaries• helped staff with their day to day reporting needs

  • Brokerage
    • Financial Advisor
      • Feb 2018 - Present

      As a Financial Advisor, I help families to plan and achieve their financial goals by educating them on foundation. Provide solution for their retirement, kids education, estate planning, debt, insurance needs etc. As a Financial Advisor, I help families to plan and achieve their financial goals by educating them on foundation. Provide solution for their retirement, kids education, estate planning, debt, insurance needs etc.

  • Arxiq ITES Provider
    • CEO & Co-Founder
      • Aug 2009 - Present

      I am very interested in working with stake holders and the solutions and services around that function.• define business strategies for our company and implementing them; analyzing feasibility of services offered dealing with vendors; signing agreements, negotiating prices etc.• work with clients, gather requirements, analyze & identify business needs and suggested improved systems • work with development team and assist them in every phase of development, testing and deployment with all project requirements and within specified deadline• work with marketing team, develop marketing strategies, set targets and trained them on various products and services offered• analyze and identify market potential and offer different development packages and web services to the target audience • provide services to Money Sending Businesses (MSB), Child Day Homes, Non for Profit Organizations, Beauty and Salon Industry, Fashion Design Industry, Interior Design Industry are the name of few• provide and manage domain and web hosting services• provide print media & marketing services like SEO, business cards, marketing flyer, standing banners etc.• provide web design services like logo design, web design, software development, eCommerce development, customized products, data migration etc.

  • The Kooza Communication Pvt. Ltd.
    • IT Consultant
      • Dec 2012 - Dec 2015

      • provided consultancy for their IT related projects• maintained website and hosting for their eNewsPaper in English and Urdu• provided support in digital and paper based marketing of their products • provided consultancy for their IT related projects• maintained website and hosting for their eNewsPaper in English and Urdu• provided support in digital and paper based marketing of their products

  • United Way of Calgary and Area
    • Canada
    • Non-profit Organizations
    • 100 - 200 Employee
    • Lead National Campaigns
      • Mar 2010 - Feb 2013

      With this position, I am reporting to Director Operations & Donor Services and some of my key job responsibilities are as follows• managed online / web donation systems and made sure that every transaction is being recorded in financial system called Rainbow• delivered presentations in various organizations, trained company executives, provided support throughout the campaigns• analyzed, designed, developed and implemented a process to import data electronically from third party software into in-house financial system resulted in less data entry requirement• helped analyzing business needs and suggested system improvement for several departmental processes• provided IT support to Donor Services & Operations departments• made sure online donation tool ran smoothly during the workplace campaigns and provided customer support throughout the campaign• worked with Campaign Managers, Campaign Representatives and Workplace Administrators for the successful setup and implementation of their campaigns • published and coordinated results for other United Ways throughout North America for National campaigns hosted by United Way of Calgary• imported results from National campaigns hosted by other United Ways

  • Baker Hughes
    • United States
    • Oil and Gas
    • 700 & Above Employee
    • Business Analyst
      • Oct 2009 - Nov 2009

      This work placement was part of my course CRTP (corporate readiness training program) at Bow Valley College, and during my tenure here, I worked as a Business Analyst.• In my stay at Baker Hughes, I designed knowledge sharing collaboration workspace for Canada region for Baker Hughes, interviewed stakeholders for draw out requirements, studied their existing systems for better design and compatibly, followed PPDM standards, proposed and presented new design to the higher executives of Baker Hughes with practical applicability with all requirements and within specified deadline• analyzed data transfer needs and designed ways to get old data migration in new system• coordinated with stakeholders including Director – IT & Beacon Services, Director Operations, Director Sales & Marketing, Key Account Executives, Senior ManagersThe project was completed successfully and delivered in time, I was reporting to Michael Taylor, Director IT Canada and Acting Director IT USA

  • Axact
    • Senior Manager
      • Sep 2002 - Feb 2009

      • managed software, network & server departments including departmental structuring and recruitment • supervised software projects and product development in software department by coordinating and supervising different teams• performed business analysis; designed and presented system as per requirements• planned resources, identified development modules and distributed them among team members; undertook the projects with complete ownership from the initial stages up to the successful implementation• worked on office automation software (MS Word and MS Outlook)• designed and developed several e-commerce websites, various Intranet based software, client server and desktop applications for design industry, research industry and education industry• re-engineered the working process of various departments in organization by investigating current processes; recommended and designed new processes to enhance production

  • JUW Jinnah University for Women
    • Education Administration Programs
    • 1 - 100 Employee
    • Lecturer
      • 2002 - 2003

      I worked there as a part time lecturer for Programming and Data base related courses for their Graduate students I worked there as a part time lecturer for Programming and Data base related courses for their Graduate students

  • Usman Institute of Technology
    • Pakistan
    • Higher Education
    • 1 - 100 Employee
    • Lecturer
      • 2001 - 2003

      I worked there as a part time lecturer for IT related courses for their Master students I worked there as a part time lecturer for IT related courses for their Master students

  • Softrack Pakistan (Pvt) Ltd
    • Senior Developer / System Analyst
      • Jan 2001 - Aug 2002

      designed and developed websites like Drivewire.com, E-file-tax-returns.com, Online Project Management Suit, Online Sales & Service Center designed and developed websites like Drivewire.com, E-file-tax-returns.com, Online Project Management Suit, Online Sales & Service Center

  • Engineering Systems Private Limited
    • Senior Developer / System Analyst
      • Apr 2000 - Feb 2001

      designed and developed websites like Payroll System, Esworld.com, Eaworld.com designed and developed websites like Payroll System, Esworld.com, Eaworld.com

Education

  • Bow Valley College
    CRTP
    2009 - 2009
  • University of Karachi
    Masters, Computer Science; Statistics, Mathematics & Physics
    -
  • CBM
    in Masters, Business Administration
    -

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