Adarsh Sohi
Senior Analyst @Optimus SBR
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WORK HISTORY
Senior Analyst @Optimus SBR
Toronto, ON, CA
As a Senior Analyst in the Financial Services Group, I support business operations, strategy execution, and process optimization for major financial institutions and insurance providers. I work cross-functionally across risk, compliance, wealth management, and insurance teams to enhance operations, improve customer experiences, and drive regulatory readiness.• Sales Strategy & Operating Model: Assessed and refined a mortgage insurer’s sales methodology and engagement model, supporting the shift to a value-driven sales approach with an implementation roadmap.• Risk & Compliance Operations: Evaluated a major bank’s High-Risk Issues Management framework, identifying process inefficiencies and designing a roadmap for improved governance in AML and fraud risk.• Regulatory Readiness: Created IFRS-17-compliant operating procedures for a bank’s insurance arm, ensuring regulatory alignment while improving efficiency.• Process & Workflow Optimization: Conducted process diagnostics and workflow improvements for a national insurance firm’s frontline operations, streamlining administrative tasks and enhancing employee experience.• Product & Cost Strategy: Assessed a bank’s transition from project-based to product-based operating models, recommending cost allocation improvements and workflow optimizations.
EDUCATION
Western University
Bachelor of Engineering Science (BESc), Engineering
ABOUT ADARSH SOHI
I like making things run smoother. Whether it’s a tangled workflow, an outdated process, or a cross-functional initiative that needs direction, I enjoy figuring out how to simplify, structure, and scale.Over the past few years, I’ve worked as a consultant at Optimus SBR, partnering with banks and insurance companies on projects ranging from process diagnostics and compliance readiness to sales strategy and operational design. Along the way, I’ve helped teams align on the why, clean up the how, and build toward more scalable, efficient ways of working.I’m especially drawn to work that sits at the intersection of strategy and execution where you’re not just designing solutions, but making sure they land. I like understanding how a business runs, finding the gaps, and figuring out how to fix them with real outcomes in mind.Lately, I’ve been leaning into opportunities that stretch my thinking in business operations, strategic planning, and data-driven problem solving, and I’m always looking for ways to bring more clarity and momentum to the work I do.
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