Thomas Baïo
Process Re-Engineering Specialist
Driving License
Toronto Canada (Ontario)
Employed
Unavailable
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.
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.
Data Analytics & Enablement Specialist
Richardson Wealth
June 2023
to October 2024
Full-time
Toronto
Canada - Ontario
- 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.