Business Analyst
ATB INVESTOR SERVICES
مجموع سنوات الخبرة :7 years, 11 أشهر
Consult with customers (senior management through to front line) and internal resources to determine how people, data,
processes, communications and information technology can best accomplish business transformation. Act as facilitator and
liaison, bridging the gap between business and technical resources. Ensure the Business Transformation projects are delivered
successfully. Details of some of the projects:
Recently launched ATB Investor Connect to provide clients better control on their finances, as well as introducing
electronic statements/documents to improve client experience, reduce paper, processing and mailing costs. Over 3000
people signed up on the portal within 3 weeks of launch.
Implemented integration between the CRM System (NEXJ WMF) and trading system (Dataphile) for the New Account
Opening process. Implementation reduced data entry errors by 50%, reduced team members by 60% and improved the
account opening time to less than one-third.
Worked on introducing a new registered product offered through the Government of Canada (Registered Disability
Savings Plan - RDSP) providing ATBIS’s clients diverse products and different ways to save for their future. Researching
CRA and ESDC websites for product rules, information and working with Broadridge for developing a new RDSP module.
Introduced Paperless Authorization for the organization, inclusive of internal and external (client facing) processes. Using
e-signature tool allows great efficiencies, fast turn-around time and improves associate and client experience.
Implemented enhancements to the ATB Online Advice portal. Gathered and analyzed defects based on client and team
member feedback. Worked with the vendor to build solutions and work through them by implementing, testing and
deploying all the approved enhancements and defects.
Worked on Forms Rationalization initiative involving over 200 forms across the organization. By understanding the
requirements of each form/process, research on compliance, CRA and trustee regulations, was able to reduce forms by
up to 50-75% for some business processes.
ATB INVESTOR SERVICES, Business Analyst - Data and Reporting 09/2010 - 06/2013, Edmonton, AB
Develop, manage and maintain relationships with internal business partners to support the business needs. Provide accurate
and timely financial reports and other ad-hoc reporting requests.
Researched necessary changes for Financial Advisors’ compensation model; used problem solving skills to design and
develop a new compensation model and system.
Identified and implemented changes to automate manual work processes and reporting, achieving up to 4-5 hours a
week in time saving and reduction of inefficiencies and data entry issues.
Collaborated with Senior Executive Team to gather requirements and provide analytical results of various account fees
scenarios resulting in revenues of over a million dollars.
Assessed impact of proposed changes resulting from various Business Transformation Initiatives, and presented
suggestions/recommendations to business coordinators.
Correlated, assimilated and aggregated information to create and display supportive information for decision making.
Analyze, design, maintain existing and develop new applications using VB.NET, SQL Server 2005 and Crystal Reports. Draw
solutions that fulfill the business needs.
Proficiently designed, developed, and tested various software applications, increasing work efficiency and productivity.
Achieving processing time reduction from 4 hours a day to 10 minutes; in some projects.
Gathered requirements and updated the Work Order Tracking system to provide the ability to identify and distinguish
between different jobs so that they can classified under different categories.
Worked with the team to execute companywide work order processing change impacting over 20 applications.
Created proper documentation explaining requirements for application development and details about each aspect of
the application.
Delivered trainings for application developed.
Performed problem troubleshooting and proposed solutions for a variety of technical issues.
Maintain and develop new databases in MS Access (SQL) and Visual Basic. Implement IT solutions focusing on costs reduction
and increase of efficiency.
Collaborated with team members of different departments to determine development needs and building applications
based on those requirements.
Proactively modified and monitored existing PC Tools with the use of SQL and VBA technologies to increase efficiency
and productivity.
Developed automated processes within the mainframe application, resulting in reduction of number of errors, as well as
time for data entry and collection of information.
Created management reporting tools in compliance with standards and allowing reduction in reporting.
Took an active part in a number of department meetings for identifying ongoing IT needs.