Career
Career
Career Journey
More than two decades of progressively responsible experience in business analysis, project leadership, product support, process improvement and financial-services technology.
CIBC — Business Consultant, Remote Shared Services
May 2019 – Present
- Supports banking and wealth-management initiatives by translating customer needs into user stories and business requirements.
- Collaborates with engineering and business leadership on backlog prioritization and product roadmaps.
- Contributed to a 12% reduction in client request processing time.
- Tracks KPIs for delivery success, adoption, usability and client satisfaction.
- Facilitates requirements sessions with North American stakeholders and supports global teams, including Asia-Pacific.
RPM Technologies — Business Consultant, Client Support and Engagements
March 2018 – May 2019
- Supported wealth-management platform development through customer requirements and user stories.
- Worked with engineering and design teams on backlog prioritization and regulatory alignment.
- Contributed to a 10% increase in client engagement through optimized system features.
International Financial Data Services (IFDS) — Senior Business Analyst, CIBC Wealth Management
June 2015 – March 2018
- Translated customer and regulatory requirements into user stories for mutual-fund platforms.
- Supported Corfax / FundSERV enhancements and global delivery teams.
- Used SQL-based analysis to validate requirements and contributed to a 15% improvement in data reporting.
- Supported backlog prioritization, system upgrades and compliance initiatives.
Manulife Financial — Senior Business Systems Analyst, IT Corporate Systems
February 2012 – June 2015
- Drafted user stories and business requirements documents for system migrations and enhancements.
- Facilitated requirements workshops with North American and Asian stakeholders.
- Contributed to a 10% improvement in system performance through data mapping and process optimization.
CIBC — Business Analyst / Project Lead, PMO, Mortgages and Lending
September 2007 – February 2012
- Led cross-functional technology projects supporting mortgage and lending products.
- Translated client needs into requirements and user stories for system enhancements.
- Contributed to a 25% increase in mortgage sales through optimized referral processes.
CIBC — Continuous Improvement Leader, Electronic Banking Operations
September 2003 – February 2007
- Applied process-improvement methods to retail banking products and operations.
- Contributed to a 12% reduction in client request processing time.
- Monitored performance metrics and aligned improvements to business objectives.
CIBC — Quality Assurance Specialist, Electronic Banking Operations
September 2000 – September 2003
- Gathered requirements and validated banking-system deliverables for accuracy and client satisfaction.
- Supported process improvements for account openings and deposits.