Business Analyst

• Sep 2021 - Present

Worked on a project involving digitization of BMO’s onboarding process for corporation / entity MyWealth accounts and MyWealth technical debt items to analyze of small enhancements. Also worked on BMO’s reports module to be sent to the business for monthly review for all MyWealth initiatives including Electronic fund transfers / Real time cash transfer / Esign / Selfie ID verification / Non-personal account open Worked on a project involving digitization of BMO’s onboarding process for corporation / entity MyWealth accounts and MyWealth technical debt items to analyze of small enhancements. Also worked on BMO’s reports module to be sent to the business for monthly review for all MyWealth initiatives including Electronic fund transfers / Real time cash transfer / Esign / Selfie ID verification / Non-personal account open

Lead Business Analyst

• May 2021 - Oct 2022

Lead Business Analyst

• May 2021 - Sep 2021

Worked with IPC Private Wealth to upgrade their existing wealth management tool used by IPC’s financial advisors for various financial planning by capturing assets, liabilities, goals and generate an investment strategy for their clients. As well, created a business requirement document for the Retirement Blueprint analogy that IPC incorporated to build a retirement plan for clients for asset decumulation. Responsibilities: • Gathered business requirements from Subject matter experts (SMEs) and documented in a format that could be understood and reviewed by business and technical teams.• Created several change requests for the changing requirements. • Created Change request logs to review and manage change requests effectively.• Conducted interviews with key business users to collect requirement and business process information.• Managed all the requirements documents and associated change requests in the Confluence.• Maintained a good rapport with all teams at different levels and involved in the group workshops and JAD sessions in the project lifecycle.• Good co-coordinator and a liaison between the change management, technical team and the functional team.• Managed the coordination of activities within the project in absence of project manager.• Played a key role in project planning, QA testing, implementation of system enhancements and conversions.• Extensively worked with Microsoft Products which include Project, Word, Excel, Power Point, and Visio while dealing with project management and documentation.• Arranged meetings wherein end users, developers and testers could communicate to enhance the quality of the desired product.• Provided updates and feedback to senior management on project progress/deviation against the project plan.

Senior Business Analyst

• Aug 2019 - 2021

Worked in a project involving development of a wealth management tool used by financial advisors to supports various financial planning by capturing assets, liabilities, goals and generate a investment strategy and right fund mix including capital markets, securities lending, fixed income assets, forex and commodity products. Worked in a project involving development of a wealth management tool used by financial advisors to supports various financial planning by capturing assets, liabilities, goals and generate a investment strategy and right fund mix including capital markets, securities lending, fixed income assets, forex and commodity products.

Senior Business Analyst

• Sep 2017 - Jul 2019

Cooperators developed a project that involved development of an end to end insurance solution spanning customer relationship, underwriting, policy management, premium allocation, claims and financial accounting. The system is used by property and casualty line of business of federated and life insurance division of western financial Cooperators developed a project that involved development of an end to end insurance solution spanning customer relationship, underwriting, policy management, premium allocation, claims and financial accounting. The system is used by property and casualty line of business of federated and life insurance division of western financial

Senior Business Analyst

• Jan 2014 - Aug 2017

A goal based portfolio management application was developed by Citibank Investments division to enable the end users to perform day to day capital investments / securities / equity / derivatives, Options and forex trading. The complex application architecture has various components which in turn are associated with a trading system. A goal based portfolio management application was developed by Citibank Investments division to enable the end users to perform day to day capital investments / securities / equity / derivatives, Options and forex trading. The complex application architecture has various components which in turn are associated with a trading system.

QA Engineer

• Mar 2013 - Dec 2014

CI has revamped its trading engine for investment brokers. The trading engine is supported by analysis module which presents financial market trends to assist investment brokers in performing financial instrument transactions in the secondary market. CI has revamped its trading engine for investment brokers. The trading engine is supported by analysis module which presents financial market trends to assist investment brokers in performing financial instrument transactions in the secondary market.