John Jamieson
Data & BI Analyst — Financial Systems
SQL · Reporting & Dashboards · Data Automation
Summary
Data and BI analyst who builds the reporting, dashboards, and automated data processes that businesses run on. Strong SQL foundation — currently writing SQL every day against MS SQL Server in financial services — with a decade of turning messy financial and operational data into reliable, decision-ready datasets. Pairs hands-on data work (SQL, BI/reporting, automation) with deep finance-domain knowledge that most data candidates don't have.
Core Skills
- Data & BI
- SQL / T-SQL (MS SQL Server, MySQL, PostgreSQL), Power BI, eazyBI, Crystal Reports, Tableau, dashboard & report automation, data modeling, Excel / VBA, MS Access
- Financial systems & ERP
- Microsoft Dynamics (GP / D365), general ledger & month-end close, revenue recognition (IFRS 15), reconciliations, data migration, UAT / SAT
- Platforms & practice
- ServiceNow (ITSM / ITIL), JIRA, Confluence, requirements & process improvement, Agile delivery, applied GenAI (RAG / vector search)
- Programming
- SQL, Python, JavaScript / TypeScript, Java, PowerShell, Bash, Git
Professional Experience
First National · Toronto, Ontario
11/2025 – Present
Junior AppOps Technician, Application Development — financial services (mortgage lender)
- Write SQL against MS SQL Server for ad-hoc reporting and data-extract requests: 30+ resolved in just over six months across 5+ business areas, including mortgage operations, broker relationships, residential taxes, and transformation projects.
- Turn vague requests into testable report definitions (source, grain, date logic, status and duplicate rules); e.g., delivered a 459-event, 288-transaction document-activity report from undocumented application data as an auditable Excel extract.
- Reconstructed historical identifier changes for 300+ records from field-level audit logs with read-only SQL; normalized inconsistent null and placeholder values, preserved multi-step histories, and resolved every populated record.
- Built a 13+ field insured-mortgage audit report for a major bank client, refined through multiple stakeholder review rounds, matched to application screens, and saved as reusable SQL for repeat pulls.
- Designed and prototyped an AI-assisted semantic search over historical ticket data (vector embeddings / retrieval-augmented generation) to turn operational history into a reusable knowledge base; evaluated local vs. API embedding options against security and tooling constraints and documented the architecture and blockers.
- Build and maintain documentation, queries, and data/knowledge assets used across a cross-functional team; proposed a business-function-based model for application health monitoring of a complex, undocumented environment.
Professional Development · Toronto, Ontario
07/2024 – 11/2025
Self-directed transition — focused upskilling in SQL, Power BI / reporting, and data automation.
CIBC · Toronto, Ontario
01/2022 – 07/2024
Senior Change Planning Analyst
- Designed and built SQL- and eazyBI-driven reports and dashboards in JIRA and Confluence that directors and managers relied on for decision-making.
- Automated and refactored production code and reporting for maintainability — e.g., consolidated a four-file, 674-line program to two files (378 lines), a 44% reduction.
- Recognized ServiceNow subject-matter expert; analyzed logs, stack traces, and metrics to diagnose complex issues and led root-cause analysis to protect service reliability.
Career Retraining · Toronto, Ontario
2020 – 2021
Returned to school to transition from accounting into data and systems — Advanced Diploma in Computer Programming & Analysis (Seneca College) and Full-Stack Web Development (University of Toronto).
Entertainment One · Toronto, Ontario
11/2016 – 12/2019
Senior Accountant — Television division
- Built and automated a new revenue and cost-of-sales reporting system spanning hundreds of projects, multiple currencies, and multiple entities; automated journal-entry uploads and consolidation (Tagetik).
- Cut monthly reporting turnaround from up to a week to hours through model automation and process redesign; led the IAS 18 → IFRS 15 revenue-recognition implementation.
Circle of Care · Toronto, Ontario
07/2014 – 10/2016
Intermediate Accountant / Analyst
- Replaced a manual, multi-spreadsheet close with an automated process pulling data via SQL from the core database, improving reporting speed and accuracy.
- Led a Microsoft Dynamics (GP) version migration end-to-end — testing, implementation, and validation — and became the go-to user for data analysis out of the system.
Salumatics · Toronto, Ontario
05/2011 – 06/2014
Junior Accountant / Finance Administrator
- Built custom metrics dashboards and automated routine reporting, giving management real-time visibility into financial data.
Education
- Advanced Diploma, Computer Programming & Analysis — Seneca College (2021)
- Full-Stack Web Development — University of Toronto (2021)
- Honours Bachelor of Business Administration — Wilfrid Laurier University (2011)