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.
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%.