Working in the Data Transformation department

Senior functional and technical analyst ensuring the accurate alignment of technology with business objectives at a 3rd party financial services provider for top global bank clients. Deploy technical solutions to meet client data analysis expectations and service level agreements. Member of team responsible to develop, design, test and implement business solutions using both SAS and Microsoft SQL databases

I helped transform Insurance Canada into a data-driven organization capable of using advanced analytics to drive decision-making. I oversaw the creation of the Insurance Canada data mart to deliver operational efficiency and accurate financial/actuarial analytics. I enabled sales growth and customer retention via customer and campaign analytics programs. Highlights included:✔ Conducted a 360-degree analysis of customer trends encompassing product requirements, retention data, and churn… Show more I helped transform Insurance Canada into a data-driven organization capable of using advanced analytics to drive decision-making. I oversaw the creation of the Insurance Canada data mart to deliver operational efficiency and accurate financial/actuarial analytics. I enabled sales growth and customer retention via customer and campaign analytics programs. Highlights included:✔ Conducted a 360-degree analysis of customer trends encompassing product requirements, retention data, and churn rates to improve marketing campaign effectiveness. ✔ Produced business analysis and insights that delivered 20% compound annual growth rates YoY.✔ Created a sales optimization process for customer offers based upon propensity score and sales profit resulting in a 30% uplift.✔ Identified the need for a dedicated customer retention unit that delivered $2M+ in annual retained revenue. ✔ Managed the campaign targeting process including the generation of lists and predictive models.✔ Led a cross-functional analytics team to use Machine Learning and Logistic Regression to create predictive models that improved annual sales response by 15%.✔ Created the Insurance Canada Data Mart, acting as Project Sponsor for modeling, negotiation of data share agreements, design extraction, transformation and loading (ETL) process, and user acceptance testing (UAT).✔ Migrated the Data Mart from the Enterprise Data Warehouse to the Scotiabank Enterprise Data Lake (Hadoop). ✔ Implemented the Telemarketing Do-Not-Call (DNC) list processing and Canadian Anti-Spam List (CASL) processing as per CRTC legislation.✔ Architected the Term Life re-insurance process with actuarial, IT, and software development colleagues.✔ Created Business architecture to implement the name matching algorithm and match list generation program for the Anti-Money-Laundering (AML) and Anti-Terrorist Financing (ATF) processes in compliance with OSFI regulations. Show less

✔ Oversaw a team of 3 technical programmers and provided MIS and programming support to various areas of the International Banking division ✔ Created customer lists for telemarketing/direct marketing, post campaign analysis, and MIS reports for sales ✔ Conducted the monthly loading of the data warehouse into a CRM tool called Epiphany✔ Utilized Trillium to scrub customer data to eliminate duplicates of customers based on names and addresses; also used Trillium to do customer… Show more ✔ Oversaw a team of 3 technical programmers and provided MIS and programming support to various areas of the International Banking division ✔ Created customer lists for telemarketing/direct marketing, post campaign analysis, and MIS reports for sales ✔ Conducted the monthly loading of the data warehouse into a CRM tool called Epiphany✔ Utilized Trillium to scrub customer data to eliminate duplicates of customers based on names and addresses; also used Trillium to do customer matching between the credit card systems and the ScotiaBank Retail Banking customer systems ✔ Collaborated with business users of the Data Warehouse to create customized data marts and PowerPlay Cubes to satisfy individual business needs ✔ Worked alongside the Database marketing area to provide customer segmentation, cashflow proxies, income proxies and new sales indicators✔ Hired, motivated and reviewed full-time staff and consultants, budgeting, timeline creation for projects, and coordination of all efforts of the team Show less

✔ Senior team member, supervised a small team of junior programmers and consultants ✔ Performed a leadership role in a cross functional 10-member team completing the system design and construction phase of a customer centric data warehouse containing customer data from 23 banks in the Caribbean and Central America, owned by Scotia Bank ✔ Created an asset and liability management system for countries in the Caribbean with different currencies✔ Interviewed the owner of the Legacy… Show more ✔ Senior team member, supervised a small team of junior programmers and consultants ✔ Performed a leadership role in a cross functional 10-member team completing the system design and construction phase of a customer centric data warehouse containing customer data from 23 banks in the Caribbean and Central America, owned by Scotia Bank ✔ Created an asset and liability management system for countries in the Caribbean with different currencies✔ Interviewed the owner of the Legacy application to determine business rules and requirements to assist consultants in completing data modeling and translating the rules into SAS for the ETL process Show less