Current/Recent Projects: • Digital integration of a new front-end lending origination system to the legacy core processing system using API technology.• Scoping of new banking product opportunities. • Digitization of client statements for online customer portal pickup.• Automation of the Cannex GIC operational process.Reporting directly to the Senior Director, Technology Delivery:• Resource manager and oversight of Business Analysis and Quality Assurance activities• Talent management and coaching of 7 direct and 6 indirect technology delivery resources with the technology delivery pods• Technical and Application release oversight for: Retail Lending, Personal Credit Servicing & Administration for the Bank's Core Banking System Platform• Technical Platform Lead for 5 Product-centric pods focusing on Retail Credit Origination, Growth, Broker Experience, Renewals, and Customer Happiness

Within an elevated role on the IT Delivery's Core Banking Group:• A central component to the Delivery and Support teams.• Technology Delivery Lead on enterprise projects, working with business and technology stakeholders to develop framework for the required scope of work. Lead Business and Quality Assurance Analysts to develop and refine required project artefacts for product delivery. Create the necessary workflow diagrams and handover documentation for post-implementation support.• Mentor the Support, Business, and Quality Assurance Analysts to further develop the necessary foundational skills to champion their roles and to establish/achieve their career goals.• Collaborate with System Architect and Management Teams to develop technology flow diagrams for all current and future technology builds, as well as the standardization of project artefacts to ensure that all project documentation is audit compliant.• Source of system consultation when reviewing proposed technical solutions to ensure that business and technical requirements are met, raise any potential impediments that might cause technical and operational disruption, and to avoid any potential unnecessary costs.• Lead Business Analyst on enterprise solution projects which includes completing the following responsibilities: gather and document requirements, lead JAD discussions and technical solution reviews, work with the QA team to build test plans and approaches, work with the development team to ensure that requirements are met, and coordinate the release of application changes.

As a vital component of the Core Lending Group's IT Delivery Team, worked in direct relationship with internal stakeholders to gather requirements, build epics and user stories for development, planned and executed quality assurance testing and executed planned software deployment activities for the bank's new products and strategic initiatives.• Mentored and guided team members in regards to system functionality and business process operational flow. Brought new team members up-to-speed quickly in regards to best practices, system and business knowledge, and key operational flow to become efficient and effective in their roles.• Subject Matter Expert (SME) in several core operating systems and key functional areas.• Led the review and refinement of Epic, User Story, and Test Plan/Strategy documentation created by fellow Business and Quality Assurance Analysts resulting in a concise and effective delivery strategy in the rollout of new technical functionality and products for the Bank.• Created and maintained training and knowledge documentation on key existing system functionality, as well as new features that may be delivered as part of large initiatives.

As a key member of the Retail and Commercial Lending Technology Group's IT Delivery Team, worked in direct relationship with internal stakeholders to gather requirements, build epics and user stories for development, plan and execute quality assurance testing and execute planned software deployment activities.• Spearheaded multiple bank initiatives across different business units. Involved within every aspect of the project life cycle from infancy to production deployment. Worked in conjunction with internal delivery teams and 3rd party vendors to deploy medium to large sized projects in an efficient and cost-effective manner. • Created clear, precise, and detailed User Stories based on requirements gathering from a multitude of business units. User Stories were the central point for development build and quality assurance test plan and test approach documentation.• Guided the Quality Assurance team with clarification of User Stories and requirements to build detailed and comprehensive test plans and executions. Worked with Business Unit SME’s to conduct User Acceptance Testing cycles to ensure the implementation of a quality product.• 3rd level support and consultation to the Application Management Support Team on urgent production support items. Acted as a liaison between the IT Delivery Team, Business Units, and the bank’s multiple external vendors.• Adept at different subjects including Retail and Commercial Lending products, Retail Investment products, Finance and Accounting, and Regulatory and Compliance items.

Quarterbacked the Retail and Commercial Lending Technology Group's Application Management & Support Team for all of the bank's business units.• Managed and maintained the bank's software product backlog in order to meet the priorities and expectations of each of the bank's business units.• Worked in conjunction with the various technology delivery teams to develop the product road map in accordance with the bank's short and long term vision.• Level 2 end-user software support for business users. Performed the necessary triage steps and acted as the conduit between the stakeholders and any 3rd party vendors.• Involved in the Bank's annual Business Continuity Planning and Disaster Recovery activities. Involved in discussions with IT Risk and Business Unit teams on test plan review and execution. Key point person on a number of the Bank's critical applications.

Worked in direct relationship with internal stakeholders and an external client, a Canadian Schedule 1 Bank with a book of record valued at more than $50 Billion, to deliver quality software solutions that were on-time and within the allocated budget. • Worked in close partnership with internal and external stakeholders to accurately elicit, capture, analyze and document business requirements and user stories/cases aligning with their current and future business road maps.• Translated business requirements and user stories to design a functional specification document and work estimate for a quality software solution for medium to complex problems.• Excelled at utilizing the Software Development Life Cycle (SDLC) in conjunction with Agile and Waterfall Methodologies. Created and led the execution of detailed quality assurance test plans to ensure successful software solutions. • Coordinated software implementation activities to the client’s User Acceptance Testing (UAT) and Production environments, while assisting them with any questions/concerns that may arise during the testing phase. Wrote database (Open Edge, SQL) queries to create data sets for testing purposes, as well as specialized reports for client requests.• Worked with the Product Engineering Team in the analysis and design of new solutions for use in the core system software. Created and led subject matter facilitation workshops for all stakeholders including enhancement walk-throughs, user training sessions, and requirements workshops. • Managed client relationships and expectations with clear and concise verbal and written communication. Provided detailed and accurate assessment, solution, and validation for medium to complex problems.• Lead Business Analyst on multiple high exposure projects.

Led a team of junior and senior analysts to deliver exceptional client service, efficient and effective processing of high value and high risk transactions. Analyzed, researched, and resolved medium to complex mutual fund problems.• Led and operated business accounts and projects with large Net Asset Values (NAVs), which included decision-making and signing authority.• Daily interaction and correspondence with Investment Managers and high net-worth investors from around the world including North and South America, Asia, Middle East, Africa, and Europe. • Experienced with institutional investment mutual funds including single-level, multi-class, and fund of funds and their investment products including equity and fixed income securities and market derivative instruments.

Provided guidance and training for junior analysts, as well as acting as a point of escalation from internal and external clientele.• Collaborated with the systems development team to plan, develop, and implement an electronic-based daily mutual funds audit checklist, eliminating paper packages and increasing operational efficiency by 30%.• Reviewed and provided authorization on daily audit checklists and for financial transactions with decision-making authority.

Responsible for a wide variety financial and non-financial tasks, while coordinating sensitive communication with both external and internal stakeholders.• Performed day-to-day fund operation activities such as daily cash forecasting, reconciliation, budgeting, expense analysis, account openings, tax documentation, audit reporting, trade and foreign exchange execution, payments and receipts, fund conversions, and liquidations.

• Provided day-to-day administrative support for a team of medical professionals.