Consultant, Business Analyst Resume

Candidate Pitch:

Multifaceted and growth-focused senior professional, with broad-ranging experience in operations oversight, business analysis and process optimization; backed by solid commitment to ensuring utmost operational quality and efficiency. ☑ Innovative manager, adept at developing and implementing cutting-edge systems and programs to drive innovation and achieve revenue growth. ☑ Concept-to-execution driver, with proven ability to analyze workflows; identify new opportunities; and hire, train and develop teams to ensure attainment of goals and improve productivity. ☑ Articulate communicator, highly capable of cultivating strong relationships with both internal and external partners. BNY MELLON (BANK OF NEW YORK) – TORONTO, ON Senior Consultant | Solution Architect October 2021Present • Collaborate with multiple teams in designing cloud-based product suite and integration tools • Serve as a subject matter expert (SME) in data management and technology, representing the company in industry events and client engagements • Take charge of training junior-level resources, as well as formulating implementation recommendations and solutions for client complex business problems leveraging adeptness in data modeling, data integration, messaging and application programming interface (API) technologies • Capitalize on comprehensive knowledge of multiple technological areas to meet project objectives • Prepare quality documentation and report to both technical and business audiences of all levels • Discuss risks, issues and status of resolution to the management RBC INVESTOR SERVICES – TORONTO, ON Senior Manager November 2017January 2019 • Oversaw the Trade Department consisted of 10 direct reports, including establishing department goals, implementing internal procedures and evaluating employee performance • Managed the deployment of new technologies, administration of information systems and the preparation of audit reports • Directed comprehensive project staffing functions, which involved obtaining solid knowledge of employee retention strategies • Applied excellent skills in developing business communications and relationships with internal and external representatives • Conducted thorough assessment of procedures to determine financial service needs, solutions and gaps • Assisted with financial resources preparation, development and management • Promptly addressed both internal and external requests through delivery of customized solutions Key Highlights  Achieved 95% increase in straight-through processing (STP) for North American trades  Demonstrated notable leadership skills and in-depth understanding of corporate strategic thrusts and market directions, thus producing remarkable results in the creation and administration of effective service and business growth initiatives  Played a key role in the establishment of an outsourcing of middle-office product for private wealth and the first platform traded funds (PTF) for NEO Exchange and a major client Senior Representative April 2008November 2017 • Trained clients on the effective and efficient utilization of systems to provide timely, accurate information to their custodians • Assumed responsibility for product development during system enhancements to meet current and forecasted industry needs • Recommended innovative project and system application restructuring or reengineering methodologies • Rendered hands-on assistance in creating development strategies, processes, presentations and seminars • Contributed to the planning, development and testing of special case projects, such as facilitation of internal employee systems and software training Key Highlights  Spearheaded the deployment of a new system functionality to RBC Investor Services back-office system which streamlined the delivery of enhanced STP, boosted operational performance and enabled the client to comply with regulatory requirements  Successfully developed integrated service programs in collaboration with multiple firms, which reduced errors, improved processes and allowed various company functions to monitor administrative systems EARLIER CAREER BELL CAPITAL MARKET SOLUTIONS – TORONTO, ON Business Analyst May 2005−April 2008  Implemented BCMS’s Institutional Trade Management Solution software onsite; consulted and instructed clients on the effective and efficient use of BCMS software (provided system support on an ongoing basis). Guided product development in system enhancements to meet both current and projected industry needs.  Recommended and calculated efficient methods of restructuring/reengineering projects and systems applications; worked with firms to create integrated service programs, resulting in reduced errors, streamlined processes, and the allowance of multiple company functions to track administrative systems.  Participated in business development strategies, processes, presentations and seminars; assisted in the preparation, development and testing of special case projects; performed internal employee systems and software training. RBC GLOBAL SERVICES – TORONTO, ON Business Analyst, Transition Team Month 2001−April 2005  Act as a senior project manager in the implementation of New Fund, Pension and Insurance Business for a multi-disciplinary team of 200+; collaborate with the department’s compliance and risk departments and external client counsel; assess new and lost business legal requirements and provide comprehensive recommendations.  Issue project management documentation outlining implementation plans resulting in the commitment of capital, expense and personnel for long and short-term goals; provide direction on all aspects of project feasibility, process improvement and organizational effectiveness; prepare detailed project plans for clients and internal staff members.  Customize administrative and system processes to ensure expected client results are consistently achieved; provide new and existing clients with exceptional levels of client relationship management (achieved 97% satisfaction level); deliver sound decision-making, technical services management, administrative, and problem resolution skills.  Manage comprehensive fiscal responsibilities with a focus on maintaining all corporate directives; develop positive levels of communication with internal staff and external representatives; prepare customized procedures for all new funds and provide staff training as warranted; initiate productivity projects and present findings to senior managers.  Maintain a role in serving the multifaceted needs of each project, as a corporate advisor and a facilitator of positive change; conduct operational and management strategy meetings; activate continuous improvement initiatives and ensure that results comply with original goals; analyze and resolve problems within budget. FINANCIAL MODELS COMPANY INC. – TORONTO, ON Consultant, Business Services Month 1996−Month 2001  Implemented FMC’s electronic trade data communication system onsite; consulted and instructed clients on the effective and efficient use of FMC systems and related software (provided system support on an ongoing basis). Guided product development in system enhancements to meet both current and projected industry needs.  Recommended and calculated efficient methods of restructuring/reengineering projects and systems applications; investigated and suggested software provider to create integrated service programs for the firm, resulting in reduced errors, streamlined processes, and the allowance of multiple company functions to track administrative systems.  Participated in business development strategies, processes, presentations and seminars; assisted in the preparation, development and testing of special case projects; performed internal employee systems and software training; administered client accounts, monthly client billings and related notices. ROYAL TRUST CORPORATION OF CANADA – TORONTO, ON Supervisor, Investment Counsellor Services Month 1991−Month 1996  Supervised the trade department including 10 direct reports; developed department goals and internal procedures; conducted employee performance evaluations; provided research and resolutions to internal and external requests; implemented new technologies and maintained information systems; administered audit reports.  Achieved successful results in the development and management of innovative service and business development initiatives. Provided well-focused administrative leadership with a clear and balanced understanding of corporate strategic thrusts and market directions. Instrumental in preparing, developing, and managing financial resources.  Managed comprehensive project staffing functions and developed an in-depth knowledge of employee retention strategies; developed excellent levels of communications with both internal and external representatives; defined financial service needs, including solutions and gaps, by reviewing procedures and conducting assessments.  Prior positions held in reverse chronological sequence included: Senior Investment Counsellor Representative, Investment Counsellor Representative, Institutional Custodial Services Account Representative, Securities Reconcilliation Administrator, Global Settlements Administrator, and Domestic Settlements Administrator. CANADIAN DEPOSITORY FOR SECURITIES LIMITED – TORONTO, ON Senior BBS Cage Clerk | Certificate Control Clerk | Vault Clerk Month 1986−Month 1991  Provided expeditious and accurate cage functions with clear attention to detail, strong organizational skills, strong computer skills and multi-tasking abilities within a fast-paced/high-pressured financial services environment. Prior positions included Certificate Control Clerk and Vault Clerk. Coursework in Business Management, Month 1986− Month 1992 Ryerson University | Toronto, ON Business Transformation Roadmap Development | Requirements Gathering Client Needs Assessment | Project Management Solution Design and Implementation | Executive Leadership Engagement | Issue Escalation PROFESSIONAL DEVELOPMENT Witz Training Communication and Leadership + Time Management, 2002 Canadian Securities Institute Canadian Securities Operations, 1990 Canadian Management Centre Project Management, 2012 TECHNICAL ACUMEN Application Microsoft Office Suite (Word, Excel and PowerPoint) SS&C Technologies Products FMCNet | Recon | NetMate | PCView | PACER | Omgeo Alert Skills ISITIC | SWIFT