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.
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.