Rocco T

Senior Business Systems Analyst with 10+ years of experience delivering data-driven reporting solutions, financial systems automation, and enterprise Excel/Access applications across banking and government environments. Specialized in SQL-based reporting systems, VBA/Excel automation, data migration, and end-to-end business analysis (BRD/FRD, requirements elicitation, UAT support). Proven track record of transforming manual, Excel-based processes into automated solutions, reducing operational effort by up to 95%, and enabling large-scale financial reporting and regulatory data processing.

Strong experience in capital markets, treasury, payments, and government financial systems within Agile/Scrum environments.

Senior Business Systems Analyst - TD Bank - Toronto

(2025-10 - 2026-05)

Supported enterprise 'Grand Unification' initiative consolidating multiple lines of business reporting systems.

• Gathered requirements through SME interviews and stakeholder workshops
• Developed BRDs, process flows, and data flow diagrams using Visio
• Reverse engineered complex Excel VBA-based applications into formal business documentation
• Enhanced Excel/VBA applications to align with new business requirements
• Supported UAT execution and ensured production readiness and business sign-off
• Maintained user stories, documentation, and workflows in JIRA and Confluence

Business Systems Analyst – Data Migration & CRM Systems - Algal Engineering Ltd. - Toronto

(2024-09 - 2025-05)

Led migration of 200,000+ records from QuickBooks to Excel and SQL-based CRM (Unanet).

• Designed data mapping and validation rules ensuring high data integrity
• Performed data profiling and post-migration reconciliation
• Built ETL processes using Excel Power Query
• Developed SQL procedures for data loading, validation, and integrity checks
• Enhanced PHP/SQL CRM system by developing backend SQL procedures and functions

Business Analyst – Government Financial Applications - OFFICE of the AUDITOR GENERAL (OAG) - Ottawa

(2024-01 - 2024-03)

Analyzed and enhanced federal government Excel-based travel expense system.

• Redesigned 20-tab Excel application with VBA automation and form controls
• Improved calculation logic using advanced Excel formulas
• Automated workflows reducing manual processing time from hours to minutes
• Developed VBA macros for data entry, validation, and reporting automation

Business Analyst – Financial Systems (Pension Modeling) - EMPLOYMENT AND SOCIAL DEVELOPMENT CANADA (ESDC) - Ottawa

(2022-05 - 2023-09)

Supported Canada Pension Plan (CPP) calculation model and financial forecasting tool.

• Gathered requirements through stakeholder sessions and workshops
• Built and maintained business models, BRDs, and process documentation
• Automated manual calculation processes improving efficiency and accuracy
• Participated in Agile ceremonies and production issue resolution

Business Analyst – Reporting Automation & Document Generation - TD TRUST - Toronto

(2021-10 - 2022-04)

Developed VBA-based solution generating 200+ page automated Word reports from Excel data.

• Integrated multiple data sources (Excel, Word, structured datasets) into unified reporting system
• Built automation reducing reporting cycle from 2–3 days to ~10 minutes
• Created technical documentation, user manuals, and training materials

Business Analyst – Financial Data Analysis & ETL - INNOVAPOST - Ottawa

(2021-03 - 2021-09)

Built Excel-based financial data processing and reconciliation system using Power Query.

• Performed ETL processes for budget and cost data consolidation
• Developed dashboards and reporting visualizations
• Supported cloud migration initiatives and QA/UAT activities

Business Analyst – Pay Equity Financial Analysis Tool (Government) - CANADIAN HUMAN RIGHTS COMMISSION - Ottawa

(2020-07 - 2021-02)

Developed Excel/VBA application supporting Ontario Pay Equity Act analysis.

• Built 20+ worksheet system for wage comparison and analysis
• Facilitated workshops with stakeholders and captured requirements
• Delivered dashboards and reporting tools for compliance analysis
• Supported testing, UAT, and post-production enhancements

Business Analyst – Treasury Reporting Automation - BMO - Toronto

(2020-02 - 2020-06)

Enhanced treasury reporting tool used by Revenue Management and Finance teams.

• Developed VBA automation reducing reporting time from 4 hours to minutes
• Created BRDs, test cases, and process documentation
• Improved weekly/monthly reporting accuracy and efficiency

Business Analyst – Financial Reporting & Data Analysis - BMO, DELOITTE - Toronto

(2015-03 - 2020-01)

Delivered multiple enterprise-level financial reporting systems across banking and capital markets.

• Built MS Access + SQL Server + Excel integrated reporting platforms
• Developed 70+ SQL stored procedures supporting P&L, MTD/YTD calculations
• Automated daily data extraction (~800 records/day) from SharePoint into SQL databases
• Created executive reporting dashboards and automated distribution via Outlook HTML emails
• Reduced reporting cycles from hours to minutes across multiple financial systems
• Designed and maintained large-scale financial databases (5M+ records)

BS - Electrical Engineering