I am a highly accomplished engineering graduate and seasoned business analyst with an extensive track record of orchestrating sophisticated IT initiatives spanning over a decade. Throughout my career, I have effectively led and contributed to advanced projects for esteemed organizations including RBC, Canada Life, HSBC, and Capgemini. My expertise encompasses a diverse range of domains including Wealth Management, Insurance, Capital Markets, and Regulatory project.Adept at seamlessly bridging the gap between business and technology, I excel in eliciting and translating intricate business requirements into meticulous functional specifications. My proficiency extends to developing comprehensive business cases, GAP analyses, process flows, data flows, sequence diagrams, and use cases that underscore the success of complex projects. I possess in-depth knowledge of financial instruments such as Stocks, Mutual Funds, ETFs, Segregated Funds, Bonds, Options/Derivatives, Swaps, and KYC/AML protocols.My experience encompasses data mapping, data modelling, data migration, and integration, bolstered by my adeptness in crafting advanced SQL queries and harnessing the full spectrum of Excel functionalities. I am also skilled in formulating specifications for APIs, Kafka, and batch processes, effectively contributing to the seamless operation of essential systems.Notably, I have played a pivotal role in ensuring user adoption through targeted training initiatives and bespoke learning content. My contributions extend to all facets of the testing lifecycle, including the formulation of comprehensive Test Plans, Strategies, and Cases. Moreover, I have actively championed change management endeavors aimed at enhancing stakeholder engagement.I am backed by a diverse range of certifications, including Canadian Securities Course 1&2, ISTQB, Agile Scrum Master, Lean Six Sigma, and Salesforce Administrator. My technical acumen is marked by proficiency in SQL, Agile/Scrum methodologies, Tableau, Jira, Kanban, Confluence, HP ALM, MS Visio, XML, Bloomberg, Trade Life Cycle, Options, SQL Server 2008 R2, Workbench, Data Loader and Postman.Domain: Finance, Capital Market, Regulatory, Wealth Management, Banking, LCR, BASEL, AML, KYC, R-broker, Broker, Dealer, Trade Life cycle, Back office, Middle office, Order management,FIX protocol.Technical Skills: Data Model, Data Mapping, Data Warehouse, SQL,Workbench, Salesforce, API, XML, JSON, Batch jobs, Reporting,Excel, Visio, powerpoint, SSIS, Tableau, Hadoop, Hive, AWS, Big data,
Igm Financial(Ig Mackenzie)
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Sr. Business AnanlystIgm Financial(Ig Mackenzie) Oct 2023 - PresentRemoteEnhancing Client Experience in Wealth Management: Streamlined Advisor portal/ R-brokerImproved client experience with streamlined online document signing and robust two-factor authentication for enhanced security. This initiative also prioritizes optimizing user experience, ensuring seamless navigation and accessibility for both clients and advisors.• Translated requirements into detailed functional specifications ensuring clarity and coherence in meeting project objectives.• Collaborate with architects and technical teams to design the integration solution• Identify risk and potential impacts of the changes on business processes and systems, and develop mitigation strategies.• Developed process, data flow and sequence diagrams to elucidate system interactions and streamline workflows, ensuring clarity and coherence in understanding the project's operational dynamics.• Collaborate with QA teams to perform thorough testing and validation of system functionalities• Conduct root cause analysis for recurring issues, implementing preventive measures to mitigate future occurrences.• Developed interactive reports and dashboards using Tableau and SSRS to provide insights and to make informed decisions
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Sr. Business System AnalystRbc Wealth Management May 2021 - May 2023Toronto, Ontario, Canada• Created functional specifications and data mapping sheets.• Analysed various databases, batch jobs to identify the duplicate and overlapping data for migration purpose. • Worked with business stakeholders to gather requirements.• Groomed user stories to ensure its complete and ready for development..• Conducted session to ensure testing team understand the requirements and review test cases.• Queried databases and assisted QA in resolving issues and testing.• Involved in sprint planning and prioritizing user stories from product backlog. -
ConsultantIndustrial Alliance Insurance And Financial Services Jan 2017 - Apr 2021Montreal, Quebec, CanadaIncrease advisor’s productivity with implementation of wealth management service cloud• Gathered functional requirements along with creating process flow and wireframes. • Converted requirements into technical specifications using epics and user stories and defined acceptance criteria.• Acted as a liaison between business and technical team and conducted multiple session to bring consensus among stakeholders. • Worked closely with the business stakeholders to capture, discuss, and design new enhancements• Defining the acceptance criteria and to ensure that the features are developed according to the specs.• Gathered reporting requirements, designed, and developed reports and dashboards and subscribed those reports to key stakeholders.• Reviewing the test cases and ensure test cases map back to user stories. • Configurations of salesforce objects.• Experience using Confluence in creating requirements, meeting notes and other project artifacts.• Assisting the product team in conducting the UAT and sign off.• Managing the backlogs and eliminating the duplicates.• Provided production support for critical issues.• Expert in administration tasks and have good knowledge about profiles, permission sets, roles, and workflows.• Experience in using workbench to query data, export and manipulate complex SOQL queries.Data Migration from Legacy systems to wealth management, Data Mapping and Data Analysis Activities• Gathered data requirements and prepared data mapping documents. • Prioritize user stories in product backlog along with sprint planning.• Clearly defined user stories that help developers and tester to understand it easily. • Involved in the integration of Oracle Eloqua to Salesforce. -
Business System AnalystHsbc Mar 2015 - Dec 2016Toronto, Ontario, Canada -
System AnalystBny Mellon Mar 2012 - Nov 2014New York, United States -
Qa AnalystIbm Apr 2006 - Jan 2012Toronto, Ontario, Canada• Analysis and understanding of overall testing requirements, scope of the project.• In a proactive manner submitted key deliverables such as Test Plans and Test Cases using document inputs such as Use Case Documents, Business Requirements, and Functional Specifications. • Tested the flow of data in different modules and nodes using RFHUtil tool.• Using HP-QC tool to note, examine and systematically log defects. • Experienced in Installing and Configuration of WebSphere Application server.• Package, build, Integrate and deploy enterprise J2EE applications on WebSphere 4.0/5.0 that involves EAR (Enterprise Archives) and WAR (Web Archives).• Involved in trouble shooting and performance tuning using Resource Analyzer and Log Analyzer. Communicated clearly with developers and the project manager to ensure all features are being tested.
Amar J. Education Details
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Instrumentation
Frequently Asked Questions about Amar J.
What company does Amar J. work for?
Amar J. works for Igm Financial(Ig Mackenzie)
What is Amar J.'s role at the current company?
Amar J.'s current role is Sr. Business Analyst @ IG Mackenzie | Bachelors of Engineering | CSC.
What schools did Amar J. attend?
Amar J. attended Visvesvaraya Technological University.
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