Skilled Business Analyst with record of success breaking down and improving business systems. Collaborates well to test, implement, refine and enhance systems and meet current and expected business needs.
Versatile and results-driven Business Analyst with over 5 years of experience spanning the finance, banking, and real estate industries.
Proven ability to translate complex business needs into data-driven solutions that enhance operational efficiency, regulatory compliance, and profitability.
Skilled in financial analysis, process improvement, and stakeholder engagement across diverse enterprise environments.
Adapt in tools such as SQL, Excel, Tableau, Power BI, and industry-specific platforms like Yardi and core banking systems. Strong track record of delivering actionable insights and supporting strategic initiatives in both Agile and Waterfall frameworks
Overview
5
5
years of professional experience
Work History
Business Systems Analyst
Morguard Investments
06.2022 - 12.2024
Led the successful deployment of multiple enterprise system projects, acting as both a technical expert and project lead across cross-functional teams.
Specialized in the implementation, configuration, and support of Yardi ERP and Concur expense management systems, driving efficiencies across real estate operations and financial workflows.
Oversaw full project life cycles—from business needs analysis and requirements gathering to testing, user training, and post-implementation support.
Designed and executed UAT plans, built reporting solutions using SQL and SSRS, and supported API and web service integrations to streamline data exchange across systems.
Provided Level 2 support and mentorship to end users, enabling continuous improvement through process documentation and training programs.
Applied strong technical expertise in SQL, XML, VB.NET, and Oracle Integration Cloud, with a hands-on role in troubleshooting data transfer and system performance issues.
Demonstrated leadership in aligning IT solutions with business strategy, enhancing productivity and compliance through well-managed system enhancements and upgrades.
Business Analyst
TD Bank
02.2022 - 06.2022
Led the automation of manual credit card payment processing and billing operations, significantly reducing processing errors and improving efficiency.
Gathered and analyzed business requirements and existing procedures, translating high-level needs into detailed technical documentation (BRDs).
Executed and monitored batch SQL operations and IT processes, ensuring data integrity and accurate log tracking across systems.
Streamlined ticketing and escalation workflows, acting as liaison between business units, vendors, and IT teams to ensure timely resolution.
Collaborated with offshore development teams, conducting deep-dive sessions and serving as Subject Matter Expert (SME) on tools and processes.
Developed and reviewed user stories, use cases, and Process Design Documents (PDDs) to support Agile delivery and reduce implementation gaps.
Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
Streamlined project management with effective communication and collaboration across cross-functional teams.
Business Analyst
B2B Bank
06.2021 - 02.2022
Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
Streamlined project management with effective communication and collaboration across cross-functional teams.
Enabled data-driven decision making with advanced analytics tools, generating valuable insights for the organization.
Collaborated closely with stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization.
Enhanced data accuracy by implementing rigorous data validation techniques, leading to more reliable business insights.
Implemented best-practice methodologies that improved overall project delivery timelines while maintaining quality standards.
Jr. Business Analyst
SunLife Financial
06.2020 - 06.2021
Led the analysis, design, and implementation of mortgage technology solutions and supporting digital transformation initiatives
Liaised with stakeholders and cross-functional teams to gather, analyze, and document business and functional requirements, converting them into system specifications.
Authored Business Requirement Documents (BRDs), use cases, and UML diagrams, supporting development of a .NET-based Loan Origination System for financial institutions.
Conducted User Acceptance Testing (UAT), wrote and executed test cases, and ensured the quality of system enhancements in Empower and Black Knight MSP.
Facilitated JAD sessions and iteration planning using Agile practices, prioritizing PBIs in JIRA and ensuring alignment with business goals.
Performed advanced requirements modeling (activity, sequence, and state diagrams) and contributed to reference data mapping and system integration for mortgage technology platforms.
Increased collaboration between departments by developing cross-functional data sharing procedures, resulting in more informed decisionmaking.
Designed custom dashboards for tracking key metrics across various departments, increasing transparency in performance evaluation efforts.