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Shane Jagani

@shanejagani

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Digital transformation professional focused on impactful business solutions.

Canada

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What I'm looking for

I seek a role that fosters innovation and collaboration, with opportunities for growth.

I am a digital transformation professional with extensive experience in delivering impactful business solutions across the financial services, technology, and trading industries. My expertise lies in problem-solving, process optimization, and data-driven decision-making. I have a proven track record of collaborating with cross-functional teams and engaging with stakeholders to identify and implement solutions that enhance business value. My passion for building innovative solutions drives my commitment to achieving excellence in every project.

In my most recent role as a Product Owner and RPA Solution Architect at BDO Canada LLP, I led workshops for clients in the banking and insurance sectors, evaluating existing business processes and recommending change management opportunities. I developed tailored software implementation procedures and created comprehensive proposals and statements of work for automation and AI-based solutions. My ability to present compelling business cases to stakeholders has consistently showcased the cost-benefit analysis of software implementations, ensuring alignment with key performance indicators.

Throughout my career, I have held various roles, including Co-Founder of Pointseat Inc., where I managed financial budgets and led a team of international software developers. I successfully raised seed funding and utilized lean project methodologies to transition functional requirements into production environments. My diverse experience in trading and investment management further enhances my ability to deliver strategic insights and foster client relationships across multiple industries.

Experience

Work history, roles, and key accomplishments

Product Owner/RPA Solution Architect

BDO Canada LLP

Nov 2021 - Feb 2026 (4 years 3 months)

Led workshops for banking and insurance clients to evaluate business processes and recommend AI-automation solutions. Created process designs and developed proposals for software implementations, focusing on automation and machine learning.

Automation Process Design Proposal Development Stakeholder Engagement Change Management Machine Learning Business Analysis Cost Benefit Analysis

Commodity Trader

Nature's Pride

Jan 2020 - Jan 2022 (2 years)

Managed buying operations in tea auctions and designed financial models for operations management. Oversaw export documentation and ensured compliance with quality control standards.

Financial Modeling Quality Control Export Controls ERP Systems Market Analysis Client Relationship Management Compliance Operations Management

Co-Founder

Pointseat Inc.

Sep 2017 - Jul 2020 (2 years 10 months)

Managed financial budgets and led a team of developers to create a software ecosystem on AWS. Successfully raised seed funding and utilized lean project methodology for software development.

Financial Management Team Leadership Software Development AWS Lean Fundraising Project Management Budgeting

Investment and Trading Representative

TD Waterhouse

Sep 2018 - Jan 2020 (1 year 4 months)

Executed trading instructions for various financial instruments while ensuring compliance with regulations. Provided clients with strategies for financial growth and managed corporate actions.

Trading Compliance Financial Strategy Derivatives Risk Management Market Analysis Finance Management

Financial Controller (Volunteer)

WhoisHussain

Sep 2012 - Jan 2020 (7 years 4 months)

Managed accounting and budgeting for donations and operating expenses while liaising with the City of Ottawa for event permits.

Accounting Budgeting Financial Management Event Coordination Community Engagement Fundraising Compliance

Credit Card Specialist

TD Canada Trust-Borrowing

Sep 2017 - Aug 2018 (11 months)

Processed credit card applications and evaluated credit reports. Recognized for outstanding client service and trained new hires in compliance and anti-fraud measures.

Credit Client Services Compliance Risk Assessment Training Customer Relationship Management

Education

Degrees, certifications, and relevant coursework

Carleton University

Bachelor of Arts, Financial Economics

Completed a Bachelor of Arts in Financial Economics with a Minor in Entrepreneurship. Engaged in an honors seminar project investigating the relationship between implicit income tax rates, government expenditures, and GDP as an indicator of economic growth in Canada from 1993 to 2009.