Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Program Management Consultant

  • Mar 2022 - Present

  Toronto, Ontario, Canada



Cadillac Fairview

• Canada
• Real Estate
• 700 & Above Employee

• Program Manager

  • Mar 2021 - Mar 2022

• Business Analyst/Change Manager

  • Jan 2021 - Mar 2021

  Greater Toronto Area, Canada



Portfolio+

• Canada
• Financial Services
• 100 - 200 Employee

• Senior Business Systems Consultant

  • Nov 2019 - Dec 2020



BMO Private Wealth

• Canada
• Financial Services
• 700 & Above Employee

• Senior Business Consultant

  • Jan 2017 - Oct 2019

  Toronto, Canada Area • Collaborate with senior management to define business objectives, process and requirements • Lead discussions to have a thorough understanding of business environment, refine potential impacts on the project scope and objectives and modify the requirements priority and strategy as required • Align to organizational best practices in defining approach for eliciting, analyzing, validating business and user requirements and ensure effective impact analysis is conducted • Support the… Show more • Collaborate with senior management to define business objectives, process and requirements • Lead discussions to have a thorough understanding of business environment, refine potential impacts on the project scope and objectives and modify the requirements priority and strategy as required • Align to organizational best practices in defining approach for eliciting, analyzing, validating business and user requirements and ensure effective impact analysis is conducted • Support the product development life cycle and assist in scope clarifications, ensure requirements alignment to solution, maintain requirements E2E traceability and support the prioritization and management of defects to ensure alignment to business needs and value • Drive the delivery phase of the project • Provide coaching, guidance and support to Business Analysts, as required Show less



Strategic Information Technology

• Senior Business Systems Consultant

  • Nov 2015 - Nov 2016

  Stouffville, Ontario • Lead Business Consultant for MDI/MDSB Project • Coordinate the documentation of business requirements and scoping of requirements across multiple business functional areas • Analyze corporate business processes to develop customized solutions to reduce costs, increase revenue and maximize profit • Developed future state business process flows and coordinated the review of the detail design for the business • Coordinate Functional as well as User Acceptance testing • Develop and… Show more • Lead Business Consultant for MDI/MDSB Project • Coordinate the documentation of business requirements and scoping of requirements across multiple business functional areas • Analyze corporate business processes to develop customized solutions to reduce costs, increase revenue and maximize profit • Developed future state business process flows and coordinated the review of the detail design for the business • Coordinate Functional as well as User Acceptance testing • Develop and perform user training prior to implementation • Supervise a team of Business Analysts, Developers and QA Analysts • Design training program for new hires ensuring consistent knowledge transfer Show less



RBC

• Canada
• Banking
• 700 & Above Employee

• Senior Business Analyst (Expert)

  • Jun 2015 - Dec 2015

  Toronto, Canada Area • Lead Business Analyst for Shared Intelligence Program • Act as the primary liaison between the Business Units, Information Technology (IT) and 3rd party vendors • Assess and communicate dependency impacts up and downstream program and enterprise wide • Work with Project Managers, project teams, technical teams and leads across the enterprise • Conduct interviews and develop business cases to implement process changes, create training material and instruct businesses in new… Show more • Lead Business Analyst for Shared Intelligence Program • Act as the primary liaison between the Business Units, Information Technology (IT) and 3rd party vendors • Assess and communicate dependency impacts up and downstream program and enterprise wide • Work with Project Managers, project teams, technical teams and leads across the enterprise • Conduct interviews and develop business cases to implement process changes, create training material and instruct businesses in new processes and procedures • Lead planning meetings, JAD sessions (Joint Application Design), analysis developments and other project meetings through product life cycle Show less



BMO Wealth Management - U.S.

• United States
• Financial Services
• 300 - 400 Employee

• Senior Business Analyst

  • Jan 2014 - Jun 2015

  Toronto, Canada Area



RBC

• Canada
• Banking
• 700 & Above Employee

• Senior Business Analyst (Advanced)-- PMO (Retail Credit Transformation)

  • Jun 2012 - Jan 2014

  Toronto, Canada Area - Lead Business Analyst for RCT Access & Authorizations - SAP CRM solution for managing the entire mortgage lending process - Identified and analyzed business requirements and provided recommendations - Developed and managed requirements artifacts for CRM, BW (Reporting), BaS (Banking Services), PI (Process Integration) SAP system - Involved in business process modeling, conversion and configuration requirements. - Translated the business specifications to assist in technical… Show more - Lead Business Analyst for RCT Access & Authorizations - SAP CRM solution for managing the entire mortgage lending process - Identified and analyzed business requirements and provided recommendations - Developed and managed requirements artifacts for CRM, BW (Reporting), BaS (Banking Services), PI (Process Integration) SAP system - Involved in business process modeling, conversion and configuration requirements. - Translated the business specifications to assist in technical development of roles and authorizations - Led business Leads in defining requirements based on the functionality and processes of the solution - Influenced business and technical decisions to ensure business objectives are met, providing testing and QA support and identifying issues and constraints - Liaised with key stakeholders and project team members to gather, document, and disseminate information and data. - Directly supported and provided guidance to program team members - Collaborated closely with multiple project teams (business & IT) in the program to establish priorities and requirements. - Identified gaps and recommended solution to ensure access & authorization requirements and/or key functionalities were not impacted - Responded to issues and facilitated resolution to consistently deliver on client expectations Show less



Portfolio+

• Canada
• Financial Services
• 100 - 200 Employee

• Professional Services Business Consultant

  • Apr 2008 - Jun 2012

  Stouffville, ON • Translate ongoing legislative changes, high level conceptual users’ requirements, and IT needs to defined deliverables • Analyze, design, document and implement complex business processes and data requirements • Provide support for project planning and estimation activities • Monitor and review unit, functional and integration testing • Coordinate all facets of client delivery including code control, database enhancements, system documentation and user training • Fundamentally… Show more • Translate ongoing legislative changes, high level conceptual users’ requirements, and IT needs to defined deliverables • Analyze, design, document and implement complex business processes and data requirements • Provide support for project planning and estimation activities • Monitor and review unit, functional and integration testing • Coordinate all facets of client delivery including code control, database enhancements, system documentation and user training • Fundamentally understand all aspects of the application and act as a referential source for functionality, behavior and user training • Lead, motivate, and mentor a group Business Analysts and Programmer Analysts • Act as a liaison among business stakeholders to understand business issues and opportunities in the context of requirements and recommend solutions that enable Financial Institutions to achieve their goals • Serve as business lead in rolling out the following projects: AML (Anti-Money Laundering) TFSA (Tax Free Savings Account) Loan and Mortgages Product Enhancements Web Banking Enhancements SLOC product Enhancements Securitization Software Version Upgrades Show less