Rohan Kumar Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Test Analyst in Product Distribution | Wealth Management Technology• Executed comprehensive test planning and execution for the First Home Savings Plan (FHSA), contributing to its successful national integration and adoption.• Conducted end-to-end testing of various investment products, including GICs, HISAs, and Mutual Funds, ensuring compliance with industry standards and regulatory requirements.• Managed compliance and execution of internal and external transfers for investment accounts (FHSA, TFSA, RRSP, RESP, RRIF) on the CIBC Investment Platform.• Collaborated with cross-functional teams to update and test systems for the T+1 settlement cycle and ESG34 requirements, ensuring compliance with new industry standards.• Verified and validated financial forms related to investment accounts, ensuring accuracy and completeness in compliance with internal policies and regulatory guidelines.

Toronto, Ontario, Canada

• Developed and executed over 4,000 test cases, ensuring that project deadlines were met and client expectations were exceeded.• Identified and escalated 100+ defects, communicated concise steps and increased communication among stakeholders to resolve defects in a timely manner.• Led system wide comprehensive integration testing of new First Home Savings Plan (FHSA).• Performed connectivity testing for Fundserv, iFast and AWD to onboard new clients.• Conducted smoke/negative testing for web enhancements on different browsers (Chrome, Firefox, Opera and Edge).• Implemented and executed test cases for multiple types of financial transactions, including mutual funds, segregated funds, Canadian taxes (T3, T5, T4A, TFSA), distributions, fees (MFR, MF, trailer fees), and file validation on Fundserv, iFast Desktop, Base, and WebPlus.

Toronto, Canada Area

• Maintained 300 Business Analysis artifacts such as process flows, use cases and capabilities with Sparx EA and MS Visio• Created storyboards, captivate modules and learning videos about Mutual Funds processing using iFast Desktop/Base• Created 50+ training artifacts such as storyboards, independent learning modules and videos about Mutual Funds with Adobe Captivate• Produced and edited 20 educational videos about training, interviews and social events using Adobe Premiere Pro• Reviewed and updated 100+ technical and business documents according to current guidelines to ensure standard formatting

Toronto, Canada Area

• Trained 10+ business analysts and delivered training sessions on iFast and IFDS products• Updated 500+ documents in the Business Analysis SharePoint repositories and folders• Designed and developed 30+self-paced modules and instructor-led training artifacts• Evaluated feedback of training attendees to help improve the efficiency of delivery• Designed and developed storyboards for e-Learning courses that met developmental objectives of the Business Analysis team using EA Sparx

Toronto, Canada Area

• Assisted managers with meeting, preparation, minutes and coordination• Worked in a capability project: Transfers. Presentation was done at BACOE• Designed and developed storyboards for e-Learning courses that met developmental objectives of the Business Analysis team using EA Sparx• Developed new training material with members of the Business Analysis team• Documented the scope, objectives and expected benefits of existing and new projects

Bachelor Of Commerce - Bcom, Business Technology Management

Canadian Securities Course (Csc), Investments And Securities

Ossd

Activities and Societies: Part of the Cricket team in Grade 9,10 and 11Graduated with Honours