Greater Toronto Area, Canada
Senior Business Analyst Professional with over 20+ years of experience with a strong focus on analytics, managing large data sets and creating extraordinary meaningful dashboards and reporting decks for all levels and lines of businesses. Navigating with the organizational dynamics, forecasting trends, delivering on time and driving sustainable growth for the business. Dependable and reliable to manage challenging projects and initiatives with a positive and healthy planned approach followed by exceptional business updates and communication. Strong attention to detail with quick understanding of the organization’s overall goals and objectives creates new focus to identify new opportunities, building and sustaining excellent planning and executing working with different units of the organization to deliver key closing strategies.
Enhancing and maintaining the control frameworks to ensure that the insurance products and distribution channels comply with regulatory expectations and internal risk standards. Collaborating closely with Compliance, Actuary, Risk, Product, Legal, and Distribution teams to provide regulatory guidance, design effective controls, and support the implementation of advisory compliance initiatives. Key Accomplishments: • Designed, documented, and maintained the Produce Risk & Compliance (PRC) control frameworks across insurance products and operations • Successfully launched three new insurance products, working closely with Actuary to perform product development, pricing, and risk assessments for insurance policies • Partnered with stakeholders to develop and maintain control inventories, regulatory maps, and risk registers • Provide proactive regulatory advice to business units on the development, marketing, and distribution of insurance products • Complied with regulatory guidelines (e.g., OSFI, FSRA, AMF, FCAC) to ensure products and processes alignment with requirements • Documented and maintained process flows, controls, compliance risk assessments, and regulatory interpretation memos to support and contribute to regulatory audits and reviews
Supporting the business and clients by providing exceptional data insights through analyzing client’s portfolio and offering extraordinary recommendations. Assisting internal stakeholders with requests for data inquiries, analyze any data discrepancies and action with supporting documentation. Created and maintained a rigorous and effective control environment, including complying with all existing controls and identifying and remediating gaps in current controls. Key Accomplishments: • Analyzed and designed management reporting as defined by management to capture key performance indicators (KPI) • Identified and corrected data discrepancies from external client reporting, communicating updates with the client • Collaborated with IT department to ensure process testing all ETL scripts and CRM applications prior to changes being implemented • Developed a ‘Client Centric’ survey for clients to fulfill, allowing the organization to understand areas of opportunity and develop new strategies to meet and exceed client expectations • Implemented an ‘Underwriter Scorecard’ consisting of rating metrics and overall performance, allowing management to easily manage their employees • Utilized Cloud server to import, export and manage data
Deliver Project Management support for multiple projects for Global Risk Services, Underwriters and Operations to drive overall performance and increase the overall company revenues. Facilitate communication, address mid-level and executive questions and concerns and maintain deadlines. Successfully execute projects with a talent for identifying and remedying obstacles to project success. Key Accomplishments: • Conceptualizes immediate and long-range needs of department/division with respect to project mission to drive overall company goals • Championed and managed the ‘Bill – 96’ French translation project ensuring all Quote Binder templates were translated into French – working with a 3rd party translation company and collaborating with multiple departments to ensure alignment and constantly providing updates to the business through various communication channels • Streamlined the ‘Quote Binder’ process by incorporating the document within the Excel based rating tool driving agility by 80% and eliminating duplication of re-entering data and ensuring increased accuracy of data integrity – awarded for ‘Most Viable Product’ (MVP) • Created an ‘Audit – Checkpoint’ practice of the workflow of data and how it is transferred from multiple departments and stored in the data mainframe – this initiative increased data integrity and aligned with the company’s compliance of data
Accountable for working with the Corporate, Specialty and Commercial Insurance teams to increase productivity through enhanced rating premium tools, creative reporting decks and gap analysis. Key Accomplishments: • Successfully redesigned and enhanced over twenty rating tool products across five LOB’s increasing productivity by 35% for our Underwriters providing precise premium quotes for our customers – awarded for ‘MVP’ - Most Viable Product • Created meaningful reporting decks for senior management providing in depth analysis of key drivers for all products offered by the company – this initiative directed attention on products producing extraordinary ROI, increasing overall companies’ revenue by 12% • Networked with counterpart colleagues to shared best practices and leverage their current process and incorporate these processes into the Canadian division • Increased visibility of reporting engaging teams on sales results, improving win counts by 18% year over year
Provide strategy and insights for both Account Development and Sales acquisition channels for Global Corporate Services. Create Leadership reporting and dashboard packages increasing productivity and drive volume for the business.
Acquire high value customers by consultatively offering the most appropriate products and services to drive billings and customer satisfaction.
Innovate and manage sales incentive programs for over 70 Sales Managers and VP’s. Develop new plans annually and implement profitable strategies to optimize ROI on sales payments. Contribute in-depth forecasts, sales incentive strategies, and programs.