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Matthew Li — Senior Business Analyst · FundCount · Canada.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
As a dedicated financial professional holding a CPA, CMA designation, I bring extensive experience in accounting and business analysis from a range of industries. I excel at interpreting complex financial data, providing strategic recommendations, and enhancing business operations. My advanced Excel abilities help streamline workflows and optimize processes, and I have a keen eye for designing powerful, visually appealing presentations in PowerPoint that deliver key insights with clarity.
Experience
Sr. Business AnalystCurrent
FundCount · Toronto, Ontario, Canada
Mar 2022 – Present
− Analyze new client business structure and operating model and perform analysis and specification-writing for investment accounting data mapping and migration processes − Gather, analyze, and transform clients’ fund accounting & investment analysis feature requirements into system specifications. − Provide product support and training to functional teams such as Sales, Product Management, Marketing, Tech Writers, Implementation, Customer Service, Developers, and QA testing. Major areas of accountability: - Focus on solving business problems – conduct market analysis, produce comprehensive product/service requirements and detailed specifications for existing and new financial functionality, interfaces, and reports. - Analyze clients’ investment accounting processes and systems. Transform this analysis into system-wide configuration instructions. - Solicit and document client business requirements – work collaboratively with clients to provide consultative support regarding applications and business processes. - Provide hands-on product support and training to clients and internal teams. - Conduct necessary research, prepare business/functional requirements and review functional designs and product documentation articles. - Work with technical and development staff to conduct user-acceptance testing, including preparing test data and user acceptance testing documents. - Develop data mapping specifications for existing and new data import and export interfaces for third-party investment management systems and services. - Working with Sales, converting prospect data and setting up use-case scenarios for proof of concept and demo exercises. - Lead demonstrations with business, support, and customer training groups for new and improved applications, communicate detailed descriptions of functionality changes and provide follow-up support. - Build relationships internally and collaborate effectively on cross-functional teams.