Integration project for SAP, Salesforce and FinancialForce PSA. Acted as SME for Salesforce FinancialForce PSA and SAP FICO integration, implemented Certinia PSA within Salesforce, mapped cross-functional CRM and financial processes, and produced BPMN process maps, UML diagrams, and data flow artifacts. Led data analysis (SQL) and reporting (Power BI), governed UAT, and contributed to CRM governance and change management.

Business Analyst at CITCO

July 1, 2019 - June 30, 2021

CRM modernization including AS-IS/TO-BE business process diagrams, gap analysis, data mapping and migration planning, prototype design in Figma, JAD sessions, requirements traceability, and UAT support. Produced end-user documentation and supported offshore QA activities.

Business Systems Analyst at Merrill Lynch Canada

October 1, 2017 - June 30, 2019

Front Office Wealth Transformation – enhanced financial planning tool with capital markets functionality and KYC/AML compliance integration. Led end-to-end requirements, stakeholder workshops, data mapping and migration support, and created process models and UML diagrams to support reengineering efforts.

Business Analyst at Equitable Insurance

October 1, 2015 - October 31, 2017

AML/KYC compliance integration for underwriting application, regulatory adherence, and risk management alignment. Collaborated with senior management to define requirements, modeled processes and data flows, and documented high-level/functional designs.