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Network Power<100 people
Roles
💰100%
Investor & VC
💸100%
Marketing
✔️100%
IT
Geos
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United States
Work Background
BMOProject Manager
Mar. 2025
TD SecuritiesDelivery Manager
Apr. 2023 - Mar. 2025Toronto, Ontario, CanadaInstitutional Equities Merger and Acquisition integration; managing requirements, cross-functional alignment, and migrating 400+ users globally. Managed readiness testing and documented risk assessments across various banking functions, ensuring key risks and mitigations are identified and documented, while supporting/actioning operational risk mitigations.
ScotiabankSenior Business Analyst - Regulatory and Business Initiatives Group
Feb. 2020 - Feb. 2023Toronto, Ontario, CanadaWorked in Global Banking and Markets to deliver Regulatory Compliance initiatives including CFTC, CFTC Re-Write, IIROC Trade Reporting.
RBCSenior Business Analyst - Group Risk Management
Jun. 2019 - Feb. 2020Toronto, Ontario, CanadaDelivered Basel Compliance Initiatives.
RBC Investor & Treasury ServicesSenior Business Analyst - Cash and Liquidity Management (Agile Scrum methodology)
Jul. 2017 - Mar. 2019Toronto, Canada Area- Facilitated user story refinement workshops, elicited requirements and documented user stories.
- Created to-be business process maps reflecting the to-be credit adjudication process.
- Executed end-to-end UAT, facilitated UAT issue resolution meetings and derived conclusions.
- Defined and documented detailed ETL interface specification documents across 8 different interfaces.
RBCBusiness Project Manager / Lead Business Analyst - Group Risk Management
Aug. 2015 - Jun. 2017Toronto, Canada Area- Delivered Basel 2 Parameters Project
- Documented Business requirements and detailed system specifications across 8 interfaces.
- Worked with stakeholders to define critical business rules for the LGD model's engine.
- Created Phase 2 Project Plan, Project Agreement, Project Status Report, Stakeholder Management.
- Managed End-to-End UAT across 8 systems and facilitated issue resolution meetings.
RBCLead Business Analyst - Technology and Operations
Jun. 2014 - Jun. 2015Toronto, Canada Area- Delivered on Basel RDARR Program
- Documented data harmonization packages for Critical Risk Elements
- Performed an impact assessment of streamlined data harmonization on Business Reports and Processes.
RBC Capital MarketsSenior Business Analyst - Capital Markets
Jan. 2013 - Jun. 2014Toronto, Canada Area- Documented Business requirements for sourcing securities finance valuations for the Basel Liquidity management project.
- Created system specifications to deliver multi-asset data (Securities Finance, Fixed Income Cash and IR Derivative Securities) to downstream consumers using a common middle-tier interface.
- Worked with Solution Architects and Technology Leads to create end-to-end solution designs as well as budget estimates for planned capital markets projects
TDSenior Business Analyst - FX and Rates Portfolio
Jul. 2011 - Jan. 2013Toronto, Canada Area- Elicited and documented business requirements to migrate Repo and CAD Loans / Deposits portfolios to ANVIL/Calypso Cash Front-end/Back-end.
- Documented business requirements for Dodd-Frank Title VII Trade Reporting to report RT, PET and Valuation data for Structured Products.
- Executed UAT for Trade Reporting to validate the Reporting Party logic for OTC Derivatives trades.
RBC Dominion SecuritiesLead Business Systems Analyst - Wealth Management
Jul. 2009 - Jun. 2011Toronto, Ontario- Managed team of 6 Business Systems Analysts to migrate front office trading to proprietary Front Office Trading Platform for Equities, Derivatives, Mutual Funds, and Fixed Income Securities. - Documented system specifications for interfaces with Client Repository, Position Repository, Account Repository, and Security Master.
Alpha Trading SystemsSenior Business Analyst - Alternative Trading System
Jan. 2009 - Jun. 2009Toronto, Canada
RBC Dominion SecuritiesLead Business Analyst - Wealth Management
Jul. 2006 - Aug. 2008Toronto, Canada Area
CIBC World MarketsSenior Business Analyst - Securities Operations
Sep. 2004 - Jun. 2006Toronto, Canada Area
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