Vikas Rathee
Director Business Analytics and Insights @CI Financial
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WORK HISTORY
Director Business Analytics and Insights @CI Financial
Toronto, ON, CA
Leading enterprise-wide analytics transformation for leading Canadian wealth management firm, driving strategic initiatives across sales, operations, and client engagement while managing comprehensive analytics across all business functions. Leading high-performing analytics team delivering actionable insights and strategic recommendations to cross-functional teams Collaborating with operations leadership to optimize wholesaler/advisor relationship dynamics, developing analytics strategies that enhance sales effectiveness, client retention, and growth opportunities Managing comprehensive operational analytics including back-office functions, trade processing, regulatory compliance, and performance optimization across business units Overseeing global marketing analytics initiatives for campaign effectiveness and client acquisition optimization Establishing KPI frameworks and performance dashboards measuring advisor engagement, sales activities, fund distribution performance, and call center metrics including telephonic analytics and case resolution tracking Driving adoption of modern analytics tools enhancing data accessibility and democratizing insights across organization, collaborating with IT and data engineering teams to ensure data quality and compliance Developing strong relationships with senior leadership and key stakeholders, presenting complex data insights through compelling reports and strategic recommendations that guide executive decision-making
EDUCATION
Kurukshetra University
Bachelor of Technology (B.Tech.), electronics and communication engineering
Indira Gandhi National Open University
Post-Graduate Diploma in Financial Management, Financial Planning and Services
Corporate Finance Institute® (CFI)
Business Intelligence & Data Analyst (BIDA) , Business Intelligence & Data Analytics
SKILLS
ABOUT VIKAS RATHEE
Strategic Data & Analytics Executive | Transforming Business Through Data-Driven InsightsI lead enterprise-wide analytics transformation initiatives that turn complex data into competitive advantages. With 12+ years of progressive leadership experience across financial services, ecommerce, and workforce analytics, I specialize in building high-performing teams and delivering measurable business impact through strategic data initiatives.Currently driving comprehensive analytics transformation at CI Financial, where I oversee operational analytics, marketing optimization, call center performance, and fund sales analytics across Canada\'s leading wealth management firm.My expertise spans: Data Strategy & AI/ML Integration – Pioneered ChatGPT API implementation for customer sentiment analysis, driving targeted business strategies Advanced Analytics & Business Intelligence – Built sophisticated pricing models for Amazon/Walmart operations, improving profitability through A/B testing and elasticity modeling Digital Transformation Leadership – Led BI transformations resulting in 30%+ increase in data adoption and 40% improvement in processing efficiency Cross-Industry Impact – From optimizing $380M P&L operations to enhancing ecommerce conversion rates and workforce analyticsWhat drives me: I believe every organization has untapped potential in their data. My approach combines strategic vision with hands-on execution, ensuring analytics initiatives deliver real business value while building lasting data-driven cultures.Recent wins: Increased data adoption by 30% at Cymax through comprehensive BI transformation, developed advanced profitability models driving inventory optimization, and automated HR processes saving equivalent of 10+ FTEs.Always open to connecting with fellow data leaders, discussing analytics trends, or exploring how data can transform your business. Let\'s turn your data into your competitive advantage.#DataAnalytics #BusinessIntelligence #DigitalTransformation #DataStrategy #Analytics #AI
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