Business Systems Analyst · Requirements to Working Systems

I turn business requirements into systems that hold up.

6.5+ years mapping data, designing integrations, and translating what stakeholders need into configurations that engineers can actually build — across Salesforce, Guidewire, nCino, and MuleSoft.

Toronto, ON CBAP® PSM® PSPO® TN Visa Eligible — No Sponsorship Needed
See the work → Get in touch
Requirements FINANCE CAPITAL MARKETS INSURANCE Shubhankar FUNCTIONAL INTEGRATION LEAD SALESFORCE / NCINO GUIDEWIRE / MULESOFT POWER BI / TABLEAU
// live data mapping, not a hand-off — requirements in, working systems out
01 — About

The functional bridge between requirements and the systems that run them.

I've spent the last 6.5 years sitting between people who understand the business and people who understand the code — and making sure nothing gets lost in the handoff.

My work has taken me through commercial lending modernization at TD Bank, capital markets trading systems at Questrade, insurance platform integration at Co-operators, and utility billing at Infosys. Different industries, same core skill: turning ambiguous business needs into data mappings, API specifications, and configurations that hold up under real use.

I own the unglamorous, essential layer of financial systems work — data dictionaries, source-to-target mapping, dimensional hierarchies — the same discipline that keeps a Chart of Accounts or a claims ledger trustworthy. I pair that with hands-on API design (REST, SOAP, gRPC), reporting builds in Power BI and Tableau, and increasingly, AI-assisted workflows to move faster without cutting corners.

Certified in business analysis (CBAP) and Scrum (PSM, PSPO), and comfortable running the room in requirements workshops as much as I am reading a data dictionary line by line.

At a glance

  • Experience6.5+ years
  • Based inToronto, ON
  • Work authorizationTN-eligible
  • DomainsBanking · Insurance · Capital Markets
  • Core platformsSalesforce · Guidewire · nCino
  • IntegrationMuleSoft · Postman · Swagger
  • ReportingPower BI · Tableau · Python
02 — Experience

Where the mapping got done.

Senior Business Systems Analyst — Functional & Integration Lead

OCT 2024 — PRESENT
Co-operators, Toronto · Embedded Experience Program
↑ Promoted from Business Systems Analyst
Cross-platform insurance program integrating Unqork (customer journey), Salesforce (agent journey), and Guidewire (binding, billing, claims) for white-labelled insurance micro-sites.
  • Elicited and documented functional requirements to configure Guidewire PolicyCenter product models, underwriting rules, rating logic, and policy lifecycle workflows.
  • Defined integration specifications between ClaimCenter and third-party vendor platforms — estimation tools, fraud detection engines, payment gateways.
  • Built and maintained data dictionaries and source-to-target data mapping sheets across Unqork, Salesforce, and Guidewire.
  • Partnered with Integrations and Security-adjacent teams to align master data and API/authentication controls; built the APIs connecting all systems.
  • Maintained a version-controlled Confluence repository and used Rovo AI to accelerate user story creation.

Business Systems Analyst

MAY 2024 — AUG 2024
Questrade Financial Group, Toronto · Questrade Edge Desktop
Capital markets trading platform supporting derivative products trading, pricing model integration, and desktop/mobile sync.
  • Captured requirements for a Derivative Products Trading Application covering trade capture and pricing model integration.
  • Advanced working knowledge of Interest Rate Swaps, Equity Total Return Swaps, Equity Options, Equities, and Bonds.
  • Produced source-to-target mapping (STM) documents; worked extensively with MSSQL.
  • Supported cloud transformation from on-prem servers to GCP; worked with REST APIs, webSocket, and gRPC bidirectional streaming.

Business Systems Analyst III

JAN 2022 — NOV 2023
TD Bank, Toronto · Credit and Sales Modernization
Enterprise modernization from legacy CLKB/CarmaCredit and Mainframe systems to Salesforce and nCino for commercial loan adjudication and underwriting.
  • Defined source-to-target data mapping documents, data dictionaries, use case diagrams, and full API design/specifications across Salesforce and MuleSoft.
  • Led requirements elicitation via stakeholder interviews and workshops for the Salesforce transformation (Financial Service Cloud, nCino, Sales Cloud).
  • Supported cloud transformation projects in AWS, migrating on-prem data servers to cloud infrastructure.
  • Built dashboards in Power BI and Tableau; ran exploratory data analysis in Python (NumPy, pandas, matplotlib).
  • Wrote JIRA user stories with Gherkin acceptance criteria using the INVEST approach.

Senior Systems Engineer

AUG 2016 — APR 2019
Infosys, Hyderabad · NextEra Energy Billing
↑ Promoted from Systems Engineer
Utility billing platform modernization for a household electricity provider, on a COBOL/DB2 core.
  • Gathered and documented business requirements for a COBOL-based billing platform; wrote and executed SQL queries against IBM DB2.
  • Integrated the CSR portal client system with TSYS and Salesforce across 3-tier data hierarchies.
  • Documented current and future-state business processes using MS Visio, Lucidchart, and Draw.io.
  • Used JIRA burn-down charts to track project health; acted as scrum master in the delivery manager's absence.
03 — Competencies

The systems map.

Finance & Domain

BankingCapital Markets InsuranceCommercial Lending

Platforms

Salesforce FSCnCino GuidewireCarmaCredit

Integration / API

MuleSoftPostman RESTSOAPgRPC

Data & Reporting

SQLPower BI TableauPython

Requirements & Docs

BRD / FRDSTM UMLMS Visio

Delivery

JIRAConfluence AgileWaterfall

Cloud

AWSGCP

AI-Assisted Workflow

n8nMCP ClaudeCopilot
04 — Certifications

Credentialed, not just experienced.

IIBA

Certified Business Analysis Professional (CBAP)

IIBA

FEB 2024

PSPO

Professional Scrum Product Owner

Scrum.org

JAN 2024

PSM

Professional Scrum Master

Scrum.org

JAN 2024

SF

Salesforce Certified Administrator

Salesforce

AUG 2024

MC

Certified MuleSoft Associate

Salesforce

FEB 2025

05 — Contact

Let's map out what you're building.

Open to Business Systems Analyst roles where requirements meet real implementation — finance, insurance, and beyond. Happy to talk through a specific project or just compare notes on API design.

TN Visa Eligible — Canadian Citizen — No Sponsorship Required