Karan Sheth
Wealth Operations Officer @TD
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WORK HISTORY
Wealth Operations Officer @TD
Toronto, ON, CA
EDUCATION
Shivaji University
Bachelor of Commerce - BCom, Business/Commerce, General
Conestoga College
Financial Technology, Information Technology
Shivaji University
Bachelors of Engineering, Engineering
Conestoga College
Computer Applications Development, Information Technology
ABOUT KARAN SHETH
Banking operations, compliance, and analytics professional with experience supporting onboarding and high-volume operations in regulated financial environments, paired with strong reporting and automation skills. Recent Conestoga graduate with dual Canadian credentials in Financial Technology and Computer Application Development, with capability across Excel automation (Power Query, Macros/VBA), Power BI/Tableau, SQL, and Python.I focus on turning business problems into clear insights and actions—translating requirements into analysis, identifying root causes/value drivers, and communicating findings through dashboards, summaries, and stakeholder-ready presentations.SKILLS (CORE)Analytics & Reporting1. Advanced Excel: Pivot Tables, VLOOKUP/XLOOKUP, Power Query, Macros, VBA2. Power BI, Tableau3. SQL, PythonProcess Improvement & Delivery1. Process mapping, gap analysis, root-cause analysis, documentation2. Automation mindset (VBA / streamlining recurring reporting and controls)3. SLA-driven execution, issue triage/escalation, stakeholder communicationRisk, Controls & Compliance1. AML/KYC due diligence, risk assessment, exception handling2. Audit-ready documentation and policy adherence (FINTRAC/PCMLTFA awareness)TARGET ROLES (TEER 0/1/2 FOCUS)1. Business Insights Specialist / Business Insights Analyst2. Data Analyst / Reporting Analyst / BI Analyst3. Process Analyst / Process Improvement Analyst / Operations Analyst4. AML Analyst / KYC Analyst / Risk & Controls AnalystActively seeking TEER 0/1/2 analyst-track opportunities in the Toronto (Open to GTA- Mississauga, Brampton, Caledon, Vaughan, Markham) across Business Insights, Data/Reporting, Process Optimization, and AML/KYC/Risk & Controls.If you’re hiring for roles that combine analytics with strong operational controls and stakeholder communication, feel free to connect or message me. Open to full-time roles and contract opportunities.
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