Work History

Work History
2014 - 2015

Business Analyst (Contract Position)

Toronto Hydro

➢ Provided reliable financial information, analysis and operational support related to contract management and IT Enterprise Project Management to identify what costs (primarily maintenance and support) were coming year over year from the capital portfolio
e.g. spending of $xyz capital dollars in xyz area (servers, voice and data, customer service) will produce X% increase in OPEX costs by determining when maintenance would start and what the cost would be
➢ Created and maintained reporting applications forms with relevant headings and fields
➢ Produced reports using Business Objects by creating and running queries of OPEX and CAPEX projects, exporting into Excel and analyzed statistical and financial data then sent for review by Senior Management and Directors
➢ Carried out Ad hoc reporting in support of regulatory filings and various business initiatives
➢ Monitored various contracts within IT (i.e. software maintenance contracts) for upcoming end dates, renewal dates, warranties and reported on the costs associated by reviewing financial transactions related to each contract
➢ Supported review of IT operational projects and programs and ensured appropriate capitalization and reporting of monthly results for budgeting
➢ Liaised with other project areas to coordinate interdependencies and resolve project issues
➢ Assisted with procurement processes and vendor management including sourcing, request for proposals, quotations, issuance of purchase orders, invoice tracking
➢ Created and updated process descriptions using MS Visio and Word, documenting the steps involved and reviewing with Senior Manager to ensure process documentation was kept current

2013 - 2014

IT Technical Analyst/Senior Business Analyst (Contract Position)

TD Bank Financial Group

➢ Produced weekly, preliminary, final, summary, exception, ad hoc reports and dashboards to manage and maintain project financial data from the Carpe Diem and Clarity Portfolio Management tools
➢ Entered monthly project financial actuals using Transactions Entry in Clarity
➢ Zeroed out the actuals for Clarity entries prior to projects being deactivated
➢ Contacted Project Managers to complete missing non-financial data fields e.g. Project IT Numbers, Overall Health Status, Sponsoring Business Line in Clarity for accurate data to produce reports
➢ Contacted Project Managers to add myself and colleagues as Alternate Project Managers in Clarity projects to update project information fields
➢ Liaised with the intake team and managers to ensure new projects were created in Clarity with financial cost plans in order for Project Managers to enter their Full-Time Employees, consulting and contract resources forecasts
➢ Liaised with the CA Technologies vendor team to ensure requests to close projects were processed as well as requests for access to Clarity fields e.g. Technology Budgeting Subpage
➢ Created and maintained new processes to improve operational effectiveness
➢ Uploaded project and operational documentation updates to the team SharePoint intranet site
➢ Produced team work schedule plans in MS Project. Updated with new information to keep current

Tools used
Advanced-Expert level experience using Windows 7, MS Office 2003-2010 (including Microsoft Excel, Word, PowerPoint, Outlook, Access, Visio, Visual Basic, SharePoint, Project, Lync, Live Meeting), SQL, ERP, SAP Business Objects Web and Desktop Intelligence, Sage Carpe Diem, Clarity Portfolio Management, User/Business Acceptance Testing, Adobe Distiller, Databases

2012 - 2013

Senior Business Analyst

TD Bank Financial Group

➢ Updated Excel Implementation Schedule with all Change Management activity records with the current status e.g. Completed, Completed with Issues
➢ Local administrator for the SharePoint site and supported the Implementation Management team in updates for the structure of the site e.g. folders and shared content
➢ Collected information from technical contacts, external vendors and Project Managers to understand changes and impact, and determine what was required to verify changes in production including the date and time in which verification was taking place
➢ Contacted the Quality Assurance teams with relevant information for them to determine if verification would be performed
➢ Scheduled and coordinated resources for all infrastructure and maintenance deployments impacting supported applications
➢ Communicated by email the contact details of the resources covering the deployments to the technical teams, Quality Assurance and Implementation Management
➢ Provided subject matter expertise for business products and services along with applications, environments and infrastructure
➢ Enhanced templates, data and reporting for improved communications, change management and processes enabling reduced errors, costs and faster delivery time to market for online applications
➢ Attended the weekly Change Management Review Board meetings
➢ Chaired the weekly Implementation, QA and Operations meetings to review the Implementation Schedule with upcoming planned change activities
➢ Coordinated daily touch points with QA and the assigned Senior Implementation Analyst to ensure they had all of the details needed to successfully complete their deployments
➢ Knowledge and exposure to TD Bank online and mobile applications (EasyWeb, Web Business Banking, Online Sales, Enterprise Operations, Portfolio Manager, TD Mobile, TD Insurance, Wealth Management)

2012 - 2012

Senior Business Analyst, Project Control Analyst (Contract Position)

Bank of Montreal (BMO Financial Group)

➢ Supported a portfolio of projects by helping monitor project scope, milestones, dependencies, costs and benefits through the entire lifecycle
➢ Undertook financial analysis/reporting and project planning for Technology Capital Markets
➢ Utilized SharePoint repository extensively to facilitate document and content management
➢ Input new Capital Markets initiatives into the Enterprise Portfolio Management (EPM) system
➢ Updated Enterprise Risk and Portfolio Management initiatives Excel spreadsheet with cost data
➢ Amortized financial costs of initiatives over the fiscal year using the EPM tool
➢ Liaised with Technology Head Managers and Department Directors to extract information in order to produce consistent and accurate forecasting
➢ Supported resource forecasting and updates in Visio for financial planning and the project portfolio
➢ Cross-checked Excel periodic resource forecast with internal resource application to establish the number of resources on projects
➢ Used traceability matrixes in Excel to check the results of test case data for different processes

2010 - 2011

Business Systems Analyst (BSA), Project Coordinator (PCO) (Contract Position)

Toronto Transit Commission (TTC)

➢ Liaised with business subject matter experts to understand business and systems requirements, process workflows and procedures for new processes or changes to existing systems
➢ Analyzed business and user needs, documented requirements in Word templates and translated them into appropriate systems requirement specifications
➢ Proactively worked with internal business units, end users, application developers, subject matter experts and Project Managers to elicit, gather, define, analyze, verify and document requirements for related projects
➢ Actively participated in User Acceptance Testing (UAT) on the use and enhancement of internal electronic systems for deployment within specified timelines of the SLA
➢ Established and assigned the roles of participants and their workflow tasks with time frames during User Acceptance Testing (UAT) of Novell GroupWise database system
➢ Monitored the implementation of the document control process and procedures on a weekly basis. Formulated recommendations for continuous enhancement through further automation or existing process flow modifications
➢ Exposure to ITIL Project Management methodologies and standards
➢ Undertook Quality Assurance procedures review with the Quality Assurance Officer following Controls QA System test
➢ Updated Excel cash flow spreadsheets using formulas, v-lookups, running macros, filtering/sorting and data formatting in workbooks with the budgeting team


1999 - 2001


London South Bank University

➢ Accounting & Finance
➢ Business Strategy
➢ Cross Cultural Management
➢ Human Resource Management
➢ International Financial Management
➢ International Management Skills
➢ International Management Strategy
➢ Marketing and Managing Operations
➢ Small Enterprise Management/Entrepreneurship



Filing and Record Keeping

Electronic Document Management

Web Portal

Management Information Systems (MIS)

Systems Development Life Cycle (SDLC)

Project Management

Project Delivery

Business Processes Documentation

Project Coordination

Incident Management

Requirements Gathering

Vendor Management

Change Management

JAD sessions

Adobe Acrobat Distiller

User Acceptance Testing (UAT)

BAT Testing

Sage Carpe Diem


Novell GroupWise



Business Objects Desktop Intelligence

Crystal Reports

Lotus 123

Lotus Notes

Windows 7

Windows XP

Microsoft Project

Microsoft SharePoint

Microsoft Visual Basic

Microsoft Visio

Microsoft Access

Advanced Access experience with report building, queries, imports, exports to display and present data and conclusions

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Advanced spreadsheet experience with graphs, charts, filters, formulas, pivot-tables, conditional formatting, macros to review and analyze data sets as well as produce reports

MS Office 2003-2010

Enterprise Portfolio Management

Business Cases

Financial Budgeting


Financial Analysis

Financial forecasting

Financial reporting



Wealth Management

Capital Markets

Technical Coordinator

Project Control Officer

Project Coordinator

Technical Business Analyst

IT Business Analyst

Business Systems Analyst

Reporting Analyst

Financial Analyst

Senior Financial Analyst

Senior Business Analyst


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