Passionate Business Analyst with over 5 years of experience in data analysis and problem-solving, aiming to improve business processes.
I have a strong expertise in project management, data analysis, solution design and stakeholder communication. I also have a solid experience in extracting and transforming data from various sources, as well as in visualizing and creating dashboards to communicate analysis results.
I am skilled in modeling business processes, understanding customer and user needs, recommending effective solutions, and ensuring efficient implementation. Result-oriented and passionate about innovation and creativity, I have worked in banking, insurance and finance sectors, which has given me a strong command of Canadian investment products.
I have a great ability to engage and work in a team, communicate effectively and manage multiple projects simultaneously, as well as being proactive.
What do I need to get started? A blank canvas and a vision.
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.