Nelson Valdés Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

- Manage the Data, Reporting, and Analytics portfolio for Retail and Business Banking within Finance. Lead the delivery team for strategic project and change initiatives impacting the Frontline, Finance, Client Experience, Marketing, Risk, and Product Groups, measuring financial and non-financial performance. Ensure high implementation standards, improvement of data integrity, reduction of cycle time of critical production processes, and proper risk management- Oversee the annual implementation of commission changes, report cards and individual performance reporting. Clarify business rules and provide direction on technical design for KPI data systems tracking financial results such as Net and Gross Sales and Sales Revenue, as well as non financials such as Client Experience indicators, client growth, and staircase activity measures. Coordinate technology teams and data source providers, ensuring proper alignment with business needs

Toronto, Canada Area

- Delivered data analytics for bank-wide projects measuring digital adoption, inter-branch banking, client portfolio movement, and non-productive accounts. Analyzed structured and unstructured data to formulate problem statements, summarize and communicate findings to business leadership, and translate business needs into technical specifications- Partnered with technical SME to eliminate redundancies, improve operational processes, design automated data models, and oversee business validation for legacy systems, while implementing new practices to ensure compliance and sustainability of new applications. Resolved challenges from large datasets, complex calculations and business rules- Developed measurement packages for critical, time-sensitive bank hierarchy change projects in an agile environment. Supported the program for resolving hierarchy complexities throughout implementation. Enhanced the frontline report cards solution pulling data using Alteryx, transforming in Oracle SQL, and reporting in Tableau dashboards, and individual performance reports created with SAS- Reduced the Intake Management admin cycle by 50% using a Lean approach; eliminated redundancies, automated manual processes, and streamlined data quality and leadership reports- Ensured compliance with CIBC governance policies and guidelines for project delivery following industry standard frameworks for Project Management practice

Toronto, Canada Area

- Automated data solutions using Oracle SQL, and VBA; sourced and managed the data for analytics dashboards in Cognos, and created executive dashboards for key performance indicators- Delivered the reporting and analytics work package for a new multi-product sales and origination platform. Led the project life cycle and rationalized thousands of data elements into a data visualization package with less than twenty dynamic reports- Implemented a strategic measurement solution for tracking client experience results in branch and digital channels using vendor-provided survey data. Delivered integrated dynamic dashboards eliminating more than 90% of existing disparate static reports

Toronto, Canada Area

- Created frontline productivity analytics models resulting in the implementation of a 5-year strategy to increase annual revenue through staffing reallocation based on sales performance vs. opportunity indicators- Delivered quantitative measurement solutions using VBA, sourcing cube data with Essbase, and developing ETL processes in Oracle SQL

Toronto, Canada Area

- Developed web-based reporting and frontline solutions for compliance with anti-money laundering regulations. Enabled online branch attestation and quarterly compliance reporting

- Developed integrated reporting solutions for IBM Clients in multiple industries using Visual Basic, Hyperion, SQL, and Lotus Script

Bogota, Colombia

- Developed back-end transactional applications and front-end banking applications, including the sales platform for the Frontline (5,000+ staff) and the IVR system (InterVoice, VB)

Mba, Master Of Business Administration, Management Of Technology And Innovation

Activities and Societies: MBA Integrative Week Team, Winter 2010 MBA Integrative Week Team, Winter 2011 Applied Strategy and Process.

B. Sc., Computer Science

Activities and Societies: Undergraduate overall GPA of 4.0 - Meritorious distinction received on Thesis project Graduated with Honors.