Rocco T
SENIOR BUSINESS SYSTEMS ANALYST (DATA | SQL | VBA AUTOMATION | BANKING & GOVERNMENT)
Hire this person
Send a job offer directly to this candidate
About
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.
Experience
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)
Education
BS - Electrical Engineering
