Professional Experience

Waterloo, ON | Dec 2024 - Present

Created a Power App to automate report submissions, reducing manual effort by 30%. Designed interactive forms that reduce manual data input and improve accuracy.
Integrated Power Apps with Excel and SharePoint to automate repetitive tasks assigned as an ad-hoc project as a passion for continuous improvement.
Improved Excel process efficiency by reducing manual effort to ~50% through workflow optimization and automated reporting by streamlining manual processes using Python scripts, Excel formulas, Excel VBA, Power Automate workflows, and Macros.
Processed Personal Plan for Client Onboarding and RRSPs plan changes, ensuring accuracy, compliance, and adherence to policies.
Maintained detailed documentation of all updates for audit and quality assurance purposes. Presented various procedures and process improvements during stakeholder meetings.

Mississauga, ON | May 2023 - Jun 2024

Created, designed, and maintained 150+ ad-hoc reports and 7+ SPIFF (Incentive Reporting) reports using Excel, Macros, basic VBA, MS Access, Power BI, and Python, analyzing sales and survey data for clients including Walmart (JVF), Tim Hortons, and GSK.
Automated manual reporting processes, saving 20+ hours weekly by migrating workflows to Power BI from Excel, and presented actionable insights and possible process improvements to executives and clients.
Collaborated with cross-functional teams in HR to implement data governance measures and improve data quality by creating a guided format and resource guide for the HR department.
Conducted and created training guides and training sessions on Power BI usage and SharePoint for internal and external account managers.
Utilized Power Query to clean and transform raw datasets, automating data preparation for analysis.

Toronto, ON | March 2022 - Apr 2023

Conducted qualitative and quantitative research from raw data from AS400, providing data-driven recommendations for process optimization.
Developed compliance models by analyzing transaction and payment data to identify risks.
Maintained and updated databases to track revenue, compliance, and enforcement outcomes.
Articulated meaningful insights from raw data by cleaning the data using optimized reusable SQL scripts and advanced Excel functions.
Established best data governance practices for branch management, pull requests, version control, and code reviews in GitHub, Git, and Bitbucket, improving code quality and team efficiency. Creating reports and presenting findings to stakeholders, effectively communicating the results to both technical and non-technical audiences, using Power BI by using DAX, calculated columns and measures with Row Level Security. By Implementing RLS in Power BI ensures that stakeholders can only access the data they are authorized to see. This aligns with the principle of data privacy and access control, crucial for compliance with regulations like GDPR or PIPEDA.

Scarborough, ON | Jun 2019 - Apr 2023

Created Power BI dashboard and presented in Huddle for Managers and for Team KPIs such as Consistent Best Performers, Consistent Best Performer for the Bank vs Best Performer for the individual NPS score, driving a 50% MoM increase in results and 90% team engagement.
Created and organized knowledge bases/guides in Confluence, improving onboarding efficiency using Agile methodologies and reducing query resolution times by 25%.
Streamlined issue tracking and resolution by setting up automation rules in JIRA, reducing ticket response times by 30%.
Liaised with Technical Support Analysts, Managers, Senior Technical Analysts, Concierge Support Analysts, Client Relationship Managers, and Branch Managers to obtain guidance in solving customer problems, leading to increased customer satisfaction.

Toronto, ON | Apr 2019 - May 2022

Appointed as an Operational Analyst in Focus Group and provided valuable feedback to improve the process for the Back-to-Basics team by participating in the Pilot Program to create a Fraud and Dispute guide/resource published on SharePoint for employees, reducing wait times from 2 hours to 2 minutes.
Boosted engagement activities by 40% during COVID by conducting surveys, organizing games, and creating polls via presenting visuals created in Tableau for the progression of the team KPI, NPS Survey, and first call resolution; recognized as “Engagement Champion” and awarded “Best of the Best” for exceptional contributions.
Assisted agents as a Subject Matter Expert in responding to inbound call support, analyzing customer queries, and providing resolutions through effective oral and written communications, leading to an increase in first call resolution.
Handled Investments calls during RRSP season during large call volume deflection initiatives by creating PEGA guides.