Jessica Lau, CFA
Senior Consultant - Senior Business Analyst at Aletha Corp- Claim this Profile
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Bio
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Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteOct, 2020- Sep, 2024 -
Predictive Analytics for Business Nanodegree Program
UdacityAug, 2020- Sep, 2024 -
Canadian Securities Course
Canadian Securities Institute (CSI)Jan, 2013- Sep, 2024 -
Alteryx Designer Core Certified
AlteryxJul, 2020- Sep, 2024
Experience
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Aletha Corp
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Canada
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IT Services and IT Consulting
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1 - 100 Employee
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Senior Consultant - Senior Business Analyst
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Jan 2022 - Present
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CI Global Asset Management
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Canada
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Investment Management
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700 & Above Employee
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Senior Business Systems Analyst
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2021 - Jan 2022
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Business System Analyst II
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2020 - 2021
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Advicent
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United Kingdom
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IT Services and IT Consulting
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Business Analyst
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2019 - 2020
• Gathered and documented business requirements for its proprietary financial planning solution, resulting in improved user experience and increased accuracy• Evaluated and conducted in-depth research on third-party solutions to enhance the product offerings • Gathered and documented business requirements for its proprietary financial planning solution, resulting in improved user experience and increased accuracy• Evaluated and conducted in-depth research on third-party solutions to enhance the product offerings
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Business Analyst
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2016 - 2019
• Collaborated with external and internal stakeholders through the software development life cycle on new products and enhancements, resulting in being recognized as a top online broker in Canada• Led the Business Analyst team to ensure projects meet expectations and deadlines • Analyzed BBS products and solutions to develop strategies and features to provide greater value for its users and clients• Participated in the external and internal audits as the lead contact for the CSAE 3416 audit, responding to areas regarding operational processes and technology
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Business Analyst Intermediate
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2014 - 2016
• Coordinated software releases of its brokerage processing system, including configurations and customizations, for minimal operational disruptions• Supported Project Management teams with regulatory initiatives and projects, such as CRM2 and POS3, by acting as a liaison between internal stakeholders and the third-party solution provider• Performed regression and unit testing to ensure development met business needs and expectations • Conducted quarterly internal audits of all systems supported by the department to ensure accurate access and to comply with the company’s security standards
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Financial Business Analyst Co-op
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2013 - 2015
• Worked with client DCF models to project NPV and IRR of an international retailer based on 30-year forecasts• Performed reconciliations on exceptions noted between Cougar’s software package, allowing the client to access enhanced data analytics offered by Cougar Software • Worked with client DCF models to project NPV and IRR of an international retailer based on 30-year forecasts• Performed reconciliations on exceptions noted between Cougar’s software package, allowing the client to access enhanced data analytics offered by Cougar Software
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Business Analyst Co-op
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Jan 2014 - May 2014
• Leveraged Excel Macros to generate finance reports to support upper management business decisions, resulting in a reduced overall budget • Proficiently performed ad-hoc tasks for the different on-going projects with minimal supervision • Leveraged Excel Macros to generate finance reports to support upper management business decisions, resulting in a reduced overall budget • Proficiently performed ad-hoc tasks for the different on-going projects with minimal supervision
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Finance Manager Co-op
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Sep 2012 - Dec 2012
• Supported projects by leveraging SAP and MS Excel to assist with the project’s budget management• Ensured smooth transition from the planning stage to implementation through constant communication and interaction with Project Managers and Team Leaders • Supported projects by leveraging SAP and MS Excel to assist with the project’s budget management• Ensured smooth transition from the planning stage to implementation through constant communication and interaction with Project Managers and Team Leaders
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Instructor/Assistant Coach
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Aug 2009 - Aug 2012
• Communicated with swimmers and parents about progress and about upcoming events• Organized, led and coordinated a safe and encouraging inter-team swim competition and activities • Communicated with swimmers and parents about progress and about upcoming events• Organized, led and coordinated a safe and encouraging inter-team swim competition and activities
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CIBC
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Canada
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Banking
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700 & Above Employee
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Summer Student
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May 2011 - Aug 2011
• Assisted with various ad-hoc types of tasks in the CIBC Visa Card Technology Development Team• Collaborated with programmers, Tech Leaders, Business Analysts and Project Managers to efficiently deliver a project on time • Assisted with various ad-hoc types of tasks in the CIBC Visa Card Technology Development Team• Collaborated with programmers, Tech Leaders, Business Analysts and Project Managers to efficiently deliver a project on time
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Education
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Queen's University
Master of Finance (MFin), Finance -
University of Toronto
Bachelor of Business Administration (BBA), Management and Information Technology