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Thomas Baïo

Thomas Baïo

Process Re-Engineering Specialist
French

Driving License
Toronto Canada (Ontario)
Employed Unavailable
Contact me
Passionate Business Analyst and process optimization specialist with over five years of experience in data analysis, problem-solving, and operational reengineering.

An expert in project management, solution design, and stakeholder communication, I specialize in designing and deploying automation solutions that enhance efficiency, reduce costs, and improve data reliability.

Certified ScrumMaster and strategic leader, I drive business transformation through innovative, data-driven approaches tailored to complex environments.

With a strong background in banking, insurance, and finance, I have a deep understanding of Canadian investment products. Proactive and results-oriented, I excel in modeling business processes, visualizing insights through dashboards, and engaging teams to implement impactful solutions.

What do I need to get started? A blank canvas and a vision.
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Experiences
  • Analyze and map current business processes to identify inefficiencies and potential improvements.
  • Design and implement innovative and scalable automation solutions that streamline operations and reduce manual errors.
  • Develop and execute process optimization strategies using Lean, Agile, and data-driven methodologies.
  • Collaborate with cross-functional teams and engage stakeholders to drive successful process transformation initiatives.
  • Monitor performance metrics and implement continuous improvement measures to sustain long-term operational excellence.
  • Develop reports, dashboards and perform ad-hoc queries as required using the appropriate reporting technologies
  • Interpret and make use of data to help Advisor Service Centre and other business units
  • Conduct data analytics using SQL and data profiling tools like PowerBI to visualize data and support decision-making
  • Proactively identify, recommend and deliver automated and innovative reporting that is both effective and introduces efficiencies in process, where able
  • Understand how systems are used by operational teams in ways that impact data and identify data dependencies
  • Partner to assess key business processes, define, prioritize and solve problems that improve operational efficiency and deliver meaningful and measurable value to our business
  • Work on special projects related to wealth management, such as process improvement initiatives, account opening and maintenance, and other ad-hoc projects as assigned
  • Collaborate with cross-functional teams, including training, service and operations, to ensure project success and timely delivery
  • Communicate project updates and results to management and stakeholders
  • Stay current on industry trends and developments related to wealth management, analytics and change management and apply this knowledge to enhance our operations and services.
Detailed Description
  • Mitigated financial risk on $1.4M by taking ownership of a project involving government filings
  • Secured $540K in cost savings from June 2024 to January 2025 by implementing a zero-cost alternative solution to address a targeted issue
  • Achieved a 115% performance rating in 2024.
  • The Solutions Specialist title is specific to the company's Client Services environment. It carries equivalent responsibilities as a Business Analyst position.
  • Analyze data and model business processes to identify opportunities for improvement and inefficiencies
  • Design solutions to optimize existing business processes and improve customer experience. Develop effective automation solutions to streamline business processes
  • Use of methodologies such as Agile and Scrum to manage the project end-to-end, from ideation to delivery, while ensuring timely delivery
  • Communicate with stakeholders to ensure that objectives and expectations are clearly understood and met. Understand needs and expectations to provide regular updates and ensure stakeholder satisfaction, including the client
  • Use techniques such as critical thinking, creativity, and collaboration to solve problems and maintain continuity of business operations
  • Developing automation solutions for internal tasks and processes (at zero cost to the company), greatly increasing efficiency
  • Act with delegated authority in the absence of the Manager
  • Sharing acquired experience with the team members through mentorship.
  • La position de Spécialiste en Solutions Client est équivalente à un poste d'Analyste d'Affaires.
Detailed Description
  • Led cross-functional teams in the development and implementation of data automation projects, resulting in successful project completion and improved cross-functional relationships
  • Implemented data integration solutions that streamlined the flow of data between different systems, resulting in improved data quality and reduced manual errors
  • Reduced manual data processing tasks by designing and implementing automation scripts and workflows, resulting in significant time and cost savings for the organization.
  • In the prolonged absence of the team supervisor and concurrently with the position of Senior Solutions Specialist
  • Manage, assist, develop, and motivate team members to consistently provide the best possible service
  • Prepare and conduct monthly performance reviews of team agents and ensure their satisfaction
  • Ensure strong adherence to Key Performance Indicators (KPIs) and report them to the management team
  • Use this opportunity to expand avenues of communication and learning with the team members through mentoring.
  • The Solutions Specialist title is specific to the company's Client Services environment. It carries equivalent responsibilities as a Business Analyst position.
  • Supporting our Sales Team and Financial Representatives by investigating complex and tier-2 escalated account related inquiries
  • Identifying opportunities to help our Service Centre knowledge provide better service-focused solutions on every question, including complex tax, registered plan and estate or trust issues
  • Deeply involved in the identification, review and development of business policies, operating processes and analytics of the team, with a goal to ensure operational efficiency
  • Participation in ad-hoc projects and initiatives to better answer company's needs and efficiency.
Detailed Description
  • Obtained the Exceptional Performance rating in 2020 and 2021.
  • Designed innovative solutions (VB/Power Automate) enhancing the performance of our 12 agents by about 30%.
  • Exceeding advisors and clients expectations by listening and taking ownership while finding the most appropriate solution
  • Providing a fast, precise and professional service in a fast-paced Financial Service Centre
  • Striving to achieve company's goals in terms of service levels and monthly stats
  • Participation in any special project conducted by the company (ad-hoc projects, callout campaigns)
  • Fully trained within 6 months on Mutual and Alternatives Funds, SunLife Segregated Funds, United Financial, RESP, CI Prestige, Marketing and Sales Support.
Detailed Description
  • Obtained the Top Call Quality award in 2019 and the Innovation award in 2018 & 2019
  • Designed innovative solutions (VB) that still increase our Client Services department overall efficiency.
  • Advised customers on investments, including market outlooks (2+ billions AUM)
  • Modeled clients’ portfolios and provided recommendations on multi-asset allocations to diversify risk
  • Performed qualitative and quantitative research to reveal markets trends
  • Generated investment ideas to rebalance portfolios by attending to firm conferences and reading sell side research
  • Maintained customer relation and follow-up through a management system.
Detailed Description
  • Nearly doubled our sales objectives by supporting a new money investment deals on multi-strategy funds
  • Converted an old Excel-based CRM into a sophisticated coded one, cutting time looking for data by 75%
  • Increased operating efficiency by 300% in our 120-arbitrages batch through a VB solution, eliminating redundant procedures and reducing market exposure.
  • Researched securities using fundamental analysis and advised Portfolio Manager on investment potential
  • Wrote quarterly letter to clients analyzing portfolio performance using Morningstar
  • Ensured completeness, timeliness and accuracy of ad-hoc client reporting
  • Performed due diligence process on future investment opportunities
  • Complied with the bank's policies and local regulators against fraud and money laundering activities
Detailed Description
  • Revamped all the essential duties of the position, which ended up in far increased efficiency in handling Portfolio Managers’ assignments
  • Wrote various scripts in VB from scratch to generate 80% faster every customer report requested.
  • Worked in binomial with a senior advisor on a 250 active customers portfolio
  • Developed relationships with professional partners to maintain a high quality of service
  • Analyzed company's balance sheets and income statements to reevaluate creditworthiness of existing clients (50 processed)
  • Answered clients' needs by cross-selling banking and financial solutions (payments terminals, working capital, consumer credits)
  • Participated in marketing campaigns for the purpose of growing the business
  • Provided personalized relationship to new and existing customers
  • Explained to clients all types of banking and financial products and services provided
  • Actively identified client needs to evaluate the most appropriate solution
  • Delivered tax, legal and financial advisory to upper retail customers
  • Proactive contribution to help meeting branch sales goals and objectives

Branch Front Advisor

CM-CIC
October 2011 to August 2012
Apprenticeship
Montpellier
France
  • Delivered outstanding service to 200+ customers per day in a highpressure and dynamic environment
  • Promoted at the desk new and additional bank solutions to existing customers
  • Ensured compliance verification of the new retail and professional relationships as per approved bank procedures
  • Processed loans and business accounts applications
  • Participated in telephone campaigns to ethically boost cross-selling to clientele

Polling office secretary

Mairie de Paris
June 2017
Volunteer Work
Paris
France
  • Polling office secretary during the French legislative elections
  • Managed the vote counting
  • Wrote results reports sent to the city hall

Volunteer

Festival du Film d'Aigues-Vives
July 2002 to July 2007
Volunteer Work
Aigues-Vives
France
  • Set up tables, chairs and any equipment needed for the festival
  • Managed the creation of multiple computer generated assets like staff presentation, evening program and photo slideshow
  • Operated refreshment and meals service stands
Company website
http://www.cine-aiguesvives.fr