Senior Innovation Leader driving enterprise transformation through scalable digital platforms and intelligent automation.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Data Analytics & Enablement Specialist
Richardson Wealth
June 2023
to October 2024
Full-time
Toronto
Canada - Ontario
- Design and deliver data-driven insights and automation solutions that enable operational excellence across advisory and corporate teams
- Develop enterprise dashboards, conduct advanced analytics using SQL and Power BI, and proactively identify opportunities to automate reporting and streamline workflows
- Partner with cross-functional stakeholders to assess business processes, solve complex operational challenges, and deliver innovative solutions that reduce manual effort while ensuring data accuracy and system integrity
- Stay current on industry trends and emerging technologies to continuously enhance service delivery and organizational efficiency.
Detailed Description
- Mitigated $1.4M in financial risk by independently reconciling and balancing 600+ RESP accounts between company records and government systems, ensuring compliance and eliminating discrepancies
- Engineered a zero-cost automation solution to replace a decommissioned filing platform, achieving $720K in cost savings (June 2024–Jan. 2025) and processing 2,600+ government filings with 100% accuracy while saving 38+ business days of manual work
- Led strategic collaboration with Revenu Quebec through discovery meetings, requirement analysis, and custom data maintenance workflows to ensure ongoing compliance
- Delivered 4 automation solutions for largest advisory teams using VBA, Power Automate, and PowerApps, achieving 80-90% effort reduction on manual tasks and earning recognition for simplicity and time savings
- Developed comprehensive bilingual resources for Qualified Intermediary compliance, including prefilled templates (W-8BEN-E, RC519) and detailed FAQ documentation, supporting company-wide training and advisor enablement
- Mentored team members on custom VBA solution development through iterative guidance, while providing ongoing analytical support and ad-hoc data analysis for cross-functional initiatives
- Achieved a 115% performance rating in 2024.