Access ALM AS400 Confluence JAMA JIRA Software AutoProcess Actimize Chameleon Changepoint DB2 Excel Google Docs Hansen 7 & 8 Kanban LINK/4 Lotus Notes Novell Oracle Outlook Parksmart PIN PowerPoint QuickBooks MS Project SAS SharePoint Word Visio Salesforce CRM/nCINO Siebel CRM BMC Remedy Knowledge Management Broadridge IFRS17 Data Mapping Mainframe SOA Web Services CARMA Credit EKIP (Linedata) IIROC Trading Report CIRO Trading Report Global One Trade system DROIT
Marilyn Cerbini
Summary
Dynamic Senior Business Analyst, Business System Analyst, and Project Manager with over 20 years of experience in delivering comprehensive management consulting, project oversight, and leadership for infrastructure and system development projects. Expertise includes developing strategic work plans, engaging stakeholders, negotiating changes, and managing issues to ensure adherence to policies and compliance standards while achieving business objectives. Proven ability to drive data-driven decision-making and optimize processes through strong team collaboration and a focus on impactful results. Recognized for exceptional analytical thinking, problem-solving skills, and effective communication that fosters stakeholder engagement and strategic alignment.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Senior Business Analyst
Heitmeyer Consulting
09.2024 - Current
- Supported Citizen Bank Wealth Trust. Conducted regulatory gap analysis, document business processes, and process flow diagrams for Trust procedures. Gathered requirements in client interviews, phone conference calls and written documents.
- Worked independently with business stakeholders to identify workflow or audit issues and develop creative solutions.
- Reviewed, updated, and created business process maps and Trust procedures with business partners.
- Researched and analyzed all aspects of existing business practices and procedures.
- Demonstrated abilities in Microsoft applications and Visio for purposes of technical documentation and process mapping
- Attended and conducted weekly meetings/workshops
- Supporting Huntington Bank in the uplift of processes and procedures in the Commercial Banking segment. Gathered requirements in client interviews, phone conference calls and written documents.
- Participated in business process mapping, documenting ‘as is' and ‘to be' states (e.g. document business processes, workflows, rules, etc.)
- Facilitate/ participated in requirement workshops and sprint reviews, ensuring clear understanding and traceability of business objectives
- Demonstrated abilities in Microsoft applications and Visio for purposes of technical documentation and process mapping
- Attended and conducted weekly meetings/workshops
Senior Business Analyst
Scotiabank, Global Wholesale Operations
04.2024 - 09.2024
- Supported the Capital Markets Global business market team. The mandate to ensure compliance with regards to regulatory reporting. Assist with IIROC/CIRO regulatory reporting ongoing remediation efforts to address the reporting gaps for debt and repo transactions to CIRO. This project will also migrate the current legacy reporting flow from FIECOR to a new workflow via a new data repository, including DRIOT regulatory decisioning tool, to CIRO database.
- Soliciting and writing business requirements in response to the regulation and onboarding of new source systems for reporting purposes
- Executing and creating test cases
- Defining business solutions for the requirements
- Building/documenting controls around the solution (process, database solution)
- Analyzing CICO rules and understanding business requirement to meet them
- Interact with the following stakeholders: Technology group, compliance, legal and other business stakeholders (confirmations, settlements)
- Attending and conducting meetings/ working groups to understand how everything comes together and overall impact
Senior Business Analyst
BMO Bank, AML Governance & Control, Remote
09.2022 - 10.2023
- Participated in an acquisition of major bank.
- Focus was primarily on business/group within BMO; with broader, enterprise-wide focus.
- Determined the current processes and how they would integrate with the new acquisition within the given timeline.
- Provided specialized consulting, analytical and technical support with a Risk and Compliance len
- Exercised judgment to identify, diagnose, and solve problems within given rules.
- Worked independently and regularly handled non-routine situations.
- Developed, maintained, and managed program requirements, plans, timeline, issues, risks and challenges.
- Supported Governance & Control workstream managers to drive a program or projects.
- Worked closely with program/process owners, stakeholders, and business partners to identify business process change and drive the consensus necessary to adopt a manageable change strategy.
- Facilitated discussions and followed a structured approach to plan, elicit, analyze, document, communicate and manage requirements with stakeholders.
Senior Business Analyst
TD Bank, Business Banking, Toronto
03.2021 - 08.2022
- Participated in an acquisition of Commercial Specialty Lending Auto / Equipment Finance business – ~8000 leases/loans in middle markets.
- Planned, managed, and lead the delivery of detailed business requirements that align to standards and frameworks. Worked under oversight of Risk and Compliance.
- Worked independently with business stakeholders to identify workflow or technology issues and develop creative solutions.
- Reviewed, updated, and created over 30 business process maps with business partners.
- Developed requirements, user stories, process maps to represent business lending needs.
- Participated in planning sessions with business and analysis team to meet project commitments.
- Responsible for requirements management, approval, change, and traceability.
- Requirements for the migration of Lockbox to a new software platform.
- Detailed analysis of data being migrated for Risk Management reporting included data mapping and data definitions.
- Migration of existing Sale management system to Salesforce CRM and lending (credit) system to NCino
Senior Business Analyst
Manulife, Oakville, ON
09.2020 - 03.2021
- Researched, recommended, and implemented workflow efficiencies to continually improve service quality and efficiency of operational business processes. Provided subject matter expertise to team members, conducted interviews with business and technical experts to identify and communicate issues.
- Gathered comprehensive information to be used in problem identification and resolution.
- Worked with management to identify workflow or technology issues and map out develop creative solutions.
- Assisted with development of user test plans and testing to validate system enhancements.
- Developed new procedure documentation in support of new process, products or system enhancements.
- Updating and maintaining a Kanban broad. Maintained dashboards for team views in Power BI.
- Assisted in discussing proposed system enhancements and modifications with IS staff and Operations.
- Provided post implementation support for all approved deliverables.
- Good understanding of department processes with strong technical product or processing system knowledge.
- Working with variety of teams: Network/Infrastructure, Communications, Operations, Production Support.
- Creation and maintenance of technical and functional knowledge articles.
- Conveyed information clearly and effectively through both verbal and written communication.
- Worked with Mainframe applications.
Senior Business Analyst
Jonah Group, Toronto, ON
01.2020 - 03.2020
- Participated in a feasibility study to determine a new software platform to ingest, transform and deliver data to various systems. Gathered requirements in client interviews, phone conference calls and written documents.
- Worked to develop a feasibility document to be represented to the client outlining the options available in the development of this software platform.
- Participated in on-site meetings with clients and attended weekly team and client meetings.
- Created process maps to define data flows and writing technical business processes for various business lines.
Business Systems Analyst
SunLife Financial, Waterloo, ON
08.2018 - 12.2019
- Participated in a regulatory project – International Financial Reporting Standards (IFRS17) Project Budget $10MM. Partnered with business partners, vendors, leaders, application development and testing teams to ensure quality solutions that meet the needs and expectations of our business partners and clients. Worked with variety of teams: Network/Infrastructure, Communications, Operations, Production Support.
- Elicited, analyzed, validated and documented business/technical requirements.
- Worked with the team in transitioning into Agile environment.
- Creating and editing Kanban tickets and grooming the backlog.
- Facilitated Kanban review/update sessions with team.
- Provided data analysis, data mapping and data profiling. Retrieved data using SQL statements.
- Led, motivated, supported, and coached project team members and peers by providing guidance that is appropriate for their knowledge and skill level.
- Understood the technical and operational challenges and objectives that may impact the rollout of new/updated processes. Used that to drive discussions about solutions and risk mitigation.
- Established and maintained trust with as an advisory role by gathering and analyzing information to provide recommendations that address and resolve business issues.
- Researched and analyzed all aspects of existing business practices and procedures.
- Working with variety of teams: Network/Infrastructure, Communications, Operations, Production Support and Legal
- Communicated with heads of all departments about common frustrations, hindrances and other issues that interrupt their workflow.
- Mapping of ‘as is' General Ledger and ‘to be' credits/debits.
- Established new requirements by introducing new GL credits/debits to meet new regulatory requirements for IFRS reporting.
- Created detailed plans for execution and implementation of new processes and workflows.
- Worked with third party vendors; planned and facilitated requirements gathering sessions using a variety of techniques.
- Worked with Mainframe applications.
Business System Analyst
Orchid Insurance, Vero Beach, FL
06.2016 - 01.2018
- Participated in Home /Auto and Commercial Assets Insurance software project using Agile methodologies. Moved system from Windows platform to web based platform. Worked with Underwriters to understand current process to apply to platform.
- Authored, reviewed, and edited (business/functional) requirements, specifications, GUI, Screen, Report and required interfaces with third party systems (for example, Credit Bureau, RMS, Guy Carpenter) for insurance software implementation.
- Created user stories.
- Facilitated interviews, document analysis, requirements workshops, surveys, business process maps with descriptions, business analysis, task and workflow analysis with stakeholders and subject matter experts.
- Critically evaluated home/auto/ insurance information gathered from multiple sources (underwriters, claims administration and agents), decomposing high-level information into details, abstract up from low-level information to a general understanding, and distinguished user requests from the underlying true needs.
- Participated in the Web based application design.
- Conducted data analysis and mapping; analyzed data flow processes and proposed data quality improvements.
- Authored business requirements and built prototypes to resolve business problems.
- Exhibited confidence and an extensive knowledge of emerging industry practices when solving business problems.
- Communicated effectively with clients to identify needs and evaluate alternative business solutions with project management.
- Assisted in UAT testing, creating test cases and managing testing results.
- Liaised with QA team and participated in QA testing.
- Production Support -provide help desk support to all users, create trackers for change requests and defects during the implementation period.
- System Administrator – set up users, troubleshoot user inquiries, run reports.
Senior Business Analyst
TD Bank, Wealth Management, Toronto, ON
11.2011 - 06.2016
- Participated in large AML/ATF, Compliance, Volcker, FATCA, CRS and other regulatory transformations projects. Worked the various business units in Wealth Management, for example, Private Banking, Brokerage, Estate / Trust, Mutual Funds, Commercial Lending, Direct Investing and Shared Services under oversight from Risk and Compliance.
- Demonstrated ability to deliver business specification and system interface documentation.
- Liaise with multiple project and business resources, as well as interfacing with project managers, technology specialists and architects, vendors, and consultants.
- Quickly achieved an understanding of the business strategy and objectives.
- Directed the elicitation of ‘raw data' information from a multitude of sources at different levels; separated the relevant from the irrelevant.
- Demonstrated abilities in Microsoft applications and Visio for purposes of technical documentation, process mapping, and project management.
- Demonstrated strong troubleshooting skills and the ability to learn technologies and applications quickly.
- Working with variety of internal teams: Network/Infrastructure, Communications, Operations, Production Support, Global AML (FRAUD), Risk and Compliance.
- Provided support of various business applications and processes.
- Created workflow maps to demonstrate ‘current' and ‘to be processes' for over 12 workstreams to facilitate an understanding of the KYC on-boarding workflow.
- Conducted analysis to deduce a set of business needs and have them validated by the workstreams.
- Conducted data analysis and mapping of customer information gathered during on-boarding.
- Review and analysis of SAS and Actimize algorithm rules regarding AML/ATF red flags used for transaction monitoring. The current algorithms were designed for retail Commercial and Personal banking, analyzed and modified rules to meet Risk, Regulatory and Compliance requirement for Wealth.
- Liaise with various business groups in the organization to facilitate implementation of new AML/Regulatory business processes.
- Coordinated with Compliance to ensure the strictest compliance with AML/KYC regulations. Including requirement for client data sent out to regulators and Credit Bureaus.
- Documented existing business processes to define current business activities for the development of new AML/Regulatory policies, procedures, and SLA models.
- Researched, reviewed, and analysis the effectiveness and efficiency of existing processes and developed strategies for enhancing or further leveraging these processes for AML compliance.
- Conducted reviews and provided analysis of third-party vendor software solution as it related to in-house applications and the collection of AML data.
- Improved procedures for the purpose of enhancing business processes, operations, and information process flow including html webpage design, storyboard, and screen mockups.
- Produced Application Risk Assessments (ARA) for new AML processes.
- Provided business analysis support during development/implementation cycle for the QA and Development teams.
- Prepared and delivered reports, recommendations, or alternatives for improving processes in operating systems across the organization for Compliance, Wealth Management and Customer Service business groups.
- Communicated process changes, enhancements, and modifications - verbally or through written documentation to management, peers, and other employees to ensure issues and solutions are understood.
- Created storyboards for AML Red Flag training modules.
Senior Business Analyst
Shoppers Home Health Care, Toronto, ON
08.2011 - 11.2011
- Compiled and understood the available solution alternatives and helped both the Business and IT stakeholders prioritize, selecting the best option to meet the Business objectives. Elicited requirements by interpreting Customer Business needs and translating them into application and operational specifications by leading JAD/JAR sessions.
- Delivered End Users training for Siebel CRM.
- Maintained domain Application-System knowledge and kept abreast of new technology developments in key areas of responsibilities.
- Identified areas for process improvement opportunities and facilitate implementation, including quality assurance for deliverables and change management guidance.
- An integral part of the Project Team that delivers IT projects on time, within budget and scope.
- Communicated and applied standards based on SDM's project methodology.
- Facilitated cross-functional meetings/presentations with various levels of management.
- Maintained ongoing, proactive relationships with internal and external teams (Vendors, Business, and IT Stakeholders).
- Multi-tasked by working on multiple initiatives simultaneously.
- Liaised with QA team and participated in QA testing.
- Test manager role, which included: managing the defects reports internally and with our clients to ensure timely resolution of all issues and problems.
- Produced daily defect statistical reports for senior management and client's reviews; prioritized the critical issues for Production installation; included test strategy; test plans; test cases; use cases; requirements document; addendums; change requests and issues log.
- Preparation of documentation for training, user guides and job aids.
Senior Business Analyst/Project Manager
Scotiabank – Wealth Management
07.2009 - 08.2011
- Ensured OSC, IIROC and MDFA compliance with policies, procedures, and regulatory requirements. Interpreted user requirements and prepared written specifications. Communicated with internal/external clients and vendors to ensure accuracy of specifications.
- Conducted and chaired meetings to gain the involvement of the staff from impacted functional areas.
- Monitored progress against project deliverables, ensured functional areas were meeting their commitments on a timely basis, and updated project plans to reflect changes.
- Using risk management methodologies to structure plans that allow for up front risk mitigation and smooth deliveries on complex development projects.
- Acted as the key contact point for the project client(s) and sponsor(s).
- Communicated in verbal and written form with the stakeholders to ensure awareness of project status.
- Identified and negotiated criteria for successful project deliverables.
- Project Manager for Business for CRM project implementing Salesforce.
- Developed detailed contingency plans. Logged, tracked and addressed all concerns/problems throughout projects. Forward issues to the development group, along with recommended corrective actions. Escalated unresolved issues.
- Maintained, controlled, and updated documents relevant to the project.
- Gave presentations to business units; communicated project status to internal and external parties.
- Conducted and participated in training sessions as necessary.
- Coordinated the reporting of the development Budget and tracking costs for all projects.
- Assisted in the coordination and planning of all small ad hoc development requests.
- Provided updates to appropriate committees and interested parties.
- Liaised with QA team and participated in QA testing.
Senior Business Analyst
SunLife Financial, Waterloo, ON
10.2007 - 06.2009
- Participated in large AML project (18 months). Transforming current KYC system to include AML/ATF regulations. Liaise with various business groups in the organization to facilitate implementation of new AML business processes. Coordinated with Compliance to ensure the strictest compliance with AML/KYC regulations.
- Documented existing business processes to define current business activities for the development of new AML procedures and models.
- Researched, reviewed, and analyzed the effectiveness and efficiency of existing processes and develops strategies for enhancing or further leveraging these processes for AML compliance.
- Reviewed and analyzed third party vendor software solution as it related to in-house applications and the collection of AML data.
- Conducted data analysis and mapping.
- Worked with QA team and participated in QA testing.
- Data Modelling – Data Element definitions, Uses Cases, entity diagrams.
- Created prototype of new procedures for the purpose of enhancing business processes, operations, and information process flow including html webpage design and mockup.
- Provided business analysis support during development/implementation cycle for the QA and Development teams.
- Prepare and deliver reports, recommendations, or alternatives for improving processes in operating systems across the organization.
- Developed, standardized, and maintained new business processes based on findings and analysis.
- Communicated process changes, enhancements, and modifications - verbally or through written documentation to management, peers, and other employees to ensure issues and solutions are understood.
- Collaborated in the planning, design, selection, development, prioritization and deployment of new applications, and enhancements to existing applications.
Project Manager
RPFL, Mississauga, ON
06.2007 - 09.2007
- Created project deliverables, with the specified level of quality for the project sponsors, on time and within budget, by efficient coordination of project resources and good control of project activities, to satisfy the project objectives. Planned, prepared, and maintained project or program schedules, by combining estimated activity durations and risks.
- Managed and negotiated stakeholder expectations to determine the most accurate and appropriate definition of project or program scope and schedule.
- Managed scope and scheduled and cost priorities between various stakeholder groups and within the project team, to resolve conflicts.
- Worked in client servers, DB2 and web-based environments.
- Participated in the creation and review of documentation and reports for project(s) or program(s) to monitor and control project management processes.
- Communicated with and engaged project sponsors and other stakeholders to ensure adequate representation on the project.
- Provided leadership, motivation, coaching, and professional development for project teams to obtain a high level of co-operation and contribution from all project members.
Business Analyst
Hansen Canada, Mississauga, ON
03.2006 - 06.2007
- Interpreted user requirements and prepared written specifications. Communicated with internal/external clients and vendors to ensure accuracy of specifications.
- Conducted and chaired meetings and gained the involvement of the staff from impacted functional areas.
- Developed and presented end user training courses for Hansen 7.
- Conducted in-depth Process Assessments and provided documented recommendations to improve processes and researched and provided written comments for `Request for Proposal documentation.
- Project Manager
- Worked with clients and in-house teams to define requirements for projects. Prepared project plan and directed and coordinated activities of projects to ensure that goals and objectives of the project are accomplished within prescribed time frames and within budget.
- Reviewed project plans to determine and modify timelines, and staffing requirements.
- Conducted software demonstrations highlighting the functionality and advantage of Hansen 7 and 8.
- Participated in weekly project update meetings with clients and internal staff on various projects.
- Acted as a liaison between the client business units and Hansen technical team.
- Supervised and provided clear guidance and direction to all team members.
- Worked in client servers, DB2 and web-based environments.
Project Manager /Business Analyst
City of Brampton, Brampton, ON
02.2004 - 03.2006
- Participated in the standing up of a Knowledge Management Tool for City’s call center. Responsible for research and analysis leading to the definition of requirements and processes to assist in the information gathering for a municipal call center. Identified and recommended continuous improvement opportunities to improve existing methodologies and worked with the business unit in implementing improvements.
- Demonstrated strong relationship management skills that are required to work with individuals and teams at all levels to coordinate work on call management that crosses departmental lines.
- Facilitated work sessions with business clients and other stakeholders to gather business and process flow requirements, working in client servers, DB2 and web-based environments.
- Gained in-depth knowledge of the working processes of the City business units; Animal Services, Works and Transportation and Enforcement which includes parking, mobile licensing, by law and property standards.
- Participated in the development of training materials, training of users, and provided ongoing support of Call Data Management System as well as various in-house databases.
- Assisted in the resolution of any internal processes related issues and escalated unresolved issues to senior management on a timely basis.
- Demonstrated confidence, presence, and determination to succeed in a very dynamic and demanding business environment and recipient of City Managers Excellence Award.
- Developed and delivered end user training courses.
- Project Manager
- Implementation of the software upgrade for Hanson Systems (Asset Management). Prepared project plans and directed and coordinated activities of the large and complex project to ensure that goals and objectives of the project are accomplished within prescribed time frames and within budget.
- Reviewed project plans to determine and modify timelines, and staffing requirements.
- Clearly defined the context and limitations of a project, i.e., purpose, scope, stakeholder’s expectations, etc.
- Defined all activities with corresponding resources, work effort, duration, target dates and actual dates.
- Assigned appropriate resources to all work activities.
- Led project team with strategic impact to design and implement technology solutions to meet business requirements.
Senior Business Analyst
CIBC Mellon, Toronto, ON
05.2004 - 02.2005
- Interpreted user requirements and prepared written specifications. Communicated with internal/external clients and vendors to ensure accuracy of specifications.
- Conducted and chaired meetings and gained the involvement of the staff from impacted functional areas.
- Applied CIBC Mellon PATHS project management methodology to project work.
- Prepared project plan and secured appropriate input and cooperation.
- Monitored progress against project deliverables, ensured functional areas are meeting their commitments on a timely basis, and updated project plans to reflect changes.
- Logged, tracked, and addressed all concerns/problems throughout projects. Forwarded issues to the development group, along with recommended corrective actions. Escalated unresolved issues.
- Maintained, controlled, and updated documents relevant to the project.
- Delivered presentations to business units and communicated project status to internal and external parties.
- Assisted in the coordination and planning of all small ad hoc development requests.
- Provided updates to appropriate committees and interested parties.
- Ensured compliance with policies, procedures, and regulatory requirements.
- Worked in mainframe, client servers, DB2 and web-based environments.
- Liaised with QA team and participated in QA testing.
Project Manager
Scotia McLeod, Toronto, ON
12.2002 - 05.2003
- Managed multiple projects to implement solutions for brokerage business initiatives. Provided requirements/business analysis by defining business problems, assessing costing/budgeting, producing requirements documentation, analyzing system functions, and developing test strategies, plans and cases.
- Participated and managed the implementation process by defining business requirements and processes.
- Managed relationships and expectations by ensuring that management were kept informed, and that problems and issues are escalated appropriately.
- Demonstrated creative, self-starting, results-oriented skills.
- Proved to be highly motivated with very good analytical skills and the ability to work independently.
- Gathered business requirements and developed an interactive website.
- Proved to be a good leader with very good interpersonal, communication and negotiation skills, building harmony and obtaining co-operation from both users and senior management.
- Worked in mainframe, client servers, DB2 and web-based environments.
Senior Business Analyst
Castek, Inc., Toronto, ON
07.2001 - 12.2002
- Interpreted client's needs, which provided vital information to the design and implementation of corporation insurance Home/Auto software and validated existing database data. Liaison between internal departments and external vendors to define requirements.
- Developed and presented system procedures and training manuals through workshops.
- Worked with clients and development teams to define requirements for projects.
- Created user stories for home and auto insurance and completed Auto Insurance rating training.
- Worked in mainframe, client servers, DB2 and web-based environments.
- Conducted in-depth Process Assessments and share observations and provided recommendation to improve overall processes.
- Provided empathetic leadership for core team and extended team members.
Project Manager
IDM Solutions, Toronto, ON
12.2000 - 07.2001
- Technical liaison between sales staff and clients regarding products and services. Identified client operational risks and recommended appropriate solutions.
- Planned, implemented, and managed activities and resources for client implementations within established timelines.
- Provided in-house and client technical support and training.
- Administered project modifications and provided estimates in any changes in price or timing.
- Developed Service Level Agreements.
Business Consultant
Elite Information Systems, Los Angeles, CA
08.1998 - 12.2000
- Management of multiple projects with an average $1.5M budget and on-site implementation of complex legal accounting system. Worked with clients to gather and analyze user requirements while providing training and technical support.
- Worked in mainframe, client servers, DB2 and web-based environments.
- Conducted in-depth Process Assessments and provided documented recommendations to improve processes and managed month-end balancing, post conversion set-ups and verification of converted data, control and audit disciplines.
- Communicated effectively with both internal and external groups to achieve project objectives.
- Provided progress reporting for client’s steering committees and home office Operations department.
- Based in Toronto traveling weekly to United States for project consulting including high level planning meetings, meeting with outside vendors and needs assessments, acquired a HB3 US Working Visa.
Project Manager
ScotiaBank, Toronto, ON
03.1994 - 08.1998
- Project management of a four year, $2M project to amalgamate four internal legal departments including the brokerage back-office division. Planned and forecasted departmental budgets and responsible for departmental accounting requirements.
- Managed office infrastructure including cabling, telephone systems, and small electrical projects.
- Communicated and negotiated with management of business units within the Bank.
- Network Administrator to Banyan network of 70 users.
- Developed and presented departmental business cases.
- Designed and implemented custom software to meet the needs of corporate, legal and brokerage groups.
- Implemented and created awareness of AML policies and procedures within the General Counsel, Executive and Corporate Affairs business groups.
Business Analyst/ Support and Training
Goodman and Carr, Toronto, ON
05.1993 - 03.1994
- Developed and implemented in-house training and documentation to lawyers and support staff.
- Monitored, maintained, and supported corporate legal database.
- Participated in system and data analysis with application development team to ensure consistent, efficient, and easy-to-maintain databases.
- Provided database support to test new application software releases through planning, coordinating and customization.
Skills
- Proficient in verbal and written communication
- Creative problem-solving skills
- Policy, process and procedure review
- Strong organizational skills
- Coordinate between teams and stakeholders
- Proven conflict management experience
- Experienced in system and technology integration
- Workshop facilitation expert
- Use case analysis
- Data mapping proficiency
- Proficient in Agile and Waterfall frameworks
- Proficient in IT architecture
Certification
- Trailhead – Salesforce 2022/23
- Bay3000 Corporate Education - Applied Project Management 2005 (18 hours' classroom training and over 7500 hours' experience)
- Bay3000 Corporate Education - Applied Business Analyst 2005
- Professional Presentation Skills 1999
- Professional Business Writing 1997
- Banyan Network Administrator 1994
- Novell System Administrator Train the Trainer Designation 1989
Software
Working Visa
I am a Canadian working in USA under TN Visa when applicable.
Timeline
Senior Business Analyst
Heitmeyer Consulting
09.2024 - Current
Senior Business Analyst
Scotiabank, Global Wholesale Operations
04.2024 - 09.2024
Senior Business Analyst
BMO Bank, AML Governance & Control, Remote
09.2022 - 10.2023
Senior Business Analyst
TD Bank, Business Banking, Toronto
03.2021 - 08.2022
Senior Business Analyst
Manulife, Oakville, ON
09.2020 - 03.2021
Senior Business Analyst
Jonah Group, Toronto, ON
01.2020 - 03.2020
Business Systems Analyst
SunLife Financial, Waterloo, ON
08.2018 - 12.2019
Business System Analyst
Orchid Insurance, Vero Beach, FL
06.2016 - 01.2018
Senior Business Analyst
TD Bank, Wealth Management, Toronto, ON
11.2011 - 06.2016
Senior Business Analyst
Shoppers Home Health Care, Toronto, ON
08.2011 - 11.2011
Senior Business Analyst/Project Manager
Scotiabank – Wealth Management
07.2009 - 08.2011
Senior Business Analyst
SunLife Financial, Waterloo, ON
10.2007 - 06.2009
Project Manager
RPFL, Mississauga, ON
06.2007 - 09.2007
Business Analyst
Hansen Canada, Mississauga, ON
03.2006 - 06.2007
Senior Business Analyst
CIBC Mellon, Toronto, ON
05.2004 - 02.2005
Project Manager /Business Analyst
City of Brampton, Brampton, ON
02.2004 - 03.2006
Project Manager
Scotia McLeod, Toronto, ON
12.2002 - 05.2003
Senior Business Analyst
Castek, Inc., Toronto, ON
07.2001 - 12.2002
Project Manager
IDM Solutions, Toronto, ON
12.2000 - 07.2001
Business Consultant
Elite Information Systems, Los Angeles, CA
08.1998 - 12.2000
Project Manager
ScotiaBank, Toronto, ON
03.1994 - 08.1998
Business Analyst/ Support and Training
Goodman and Carr, Toronto, ON
05.1993 - 03.1994