DAVID B. CLAY
**** ******** *****, ******** ** • Cellular: 416-***-**** • Email: actin8@r.postjobfree.com
Executive Profile
A results driven Information Technology and Operations Leader, with over 30 years of progressive experience within the Financial Services and Technology sectors. Proven performance successfully directing IT and support services operations, including project management and oversight of: technology improvement and implementation, business process optimization, compliance and control processes, analytics.
Experienced project manager with a focus on stakeholder engagement, and a track record of leading teams to successfully delivering solutions, on time, on budget
Able to effect change and manage multiple deadlines through drive for results, sense of urgency and dedication to client service
Consultative and collaborative leadership approach, ensuring operational excellence and service delivery in alignment with greater business objectives
Adept at achieving business results through the development and utilization of people, process and technology
Strong knowledge of EPMO, enterprise architecture and systems implementation, agile methodology
Expert knowledge of regulatory reporting, compliance and M&A due diligence related to systems and technology
Professional Experience
Tritech Financial Systems, Brampton, ON 2010-Present
Vice President
Accountable for driving functional strategy, operational excellence and project management as it relates to scalable software development, business process, systems and client services/ data centre.
Direct and provide oversight to North American solutions development
Oversee delivery of client services including business analysis, quality assurance, solutions delivery, implementation and post delivery support
Manage data centre infrastructure and operations, ensuring 99.95% ‘up time’
Develop and implement policies and procedures, ensuring solutions meet both regulatory and best practice objectives in service delivery
Support Business Development on RFP responses, contract proposals and negotiations
Collaborate with PMO on all system implementations from planning through execution
Manage resource capacity ensuring projects completed on time on budget; manage department P&L
Represent IT function in company- wide strategic planning; participate in the development and execution of the company technology roadmap and long range plan
As a member of the SR&ED committee, collaborate with internal R&D and external consultants in building and filing proposals to secure funding. Represent the Company during CRA audits
Achievements
Developed and drove business process optimization project to reduce time required to generate change control billings, from an average of 5 days to less than an hour by implementing a custom application to select and filter against time database
Led project to modernize statistical database application, managing project migration from legacy platform to modern Microsoft SSRS. Reduced the monthly update cycles times from 24 hours to 2 hours
Through the introduction of new and improved reporting measures, increased QA effectiveness by 300%, yielding a threefold reduction in issues reported post- delivery, increased client satisfaction and additional revenue generation via change control work
Led the implementation of VOIP services as part of office relocation, producing annual cost savings of over $12K, improving reporting processes, and chargeback recovery
Driver of culture: increased employee engagement through introduction of a remote work program
Echelon General Insurance Company, Mississauga, ON 2004-2010
Information Technology Manager
A former client at DBC, Echelon secured my services in-house, to provide the organization with strategic direction and leadership of the IT business function. Consequently, planned and directed all aspects of the company’s Information Systems & Technology across North America.
Developed and oversaw implementation of scalable systems infrastructure, contributing to an annual increase in sales averaging 27% between 2004 and 2010; led IT preparation towards successful IPO
In a cross functional collaboration, developed software plans with a focus on new business channels
Provided people leadership to IT department, including Technical Support team, Business Analysts, Quality Assurance and Software Development; managed internal and third party resources to ensure operational goals were met within allotted budget
Co-chair of business continuity committee, ensuring updating and implementation of the corporate systems recovery plan and annual testing
Responsible for regulatory compliance of all Information Systems
Participated in long term strategic organizational planning, developing associated Technology plan and ‘roadmap’ in support of overall company objectives
Achievements:
Directed implementation of IT infrastructure and systems (including a data centre) for multi- state US division, enabling rapid growth from ‘start up’, to 13 million in gross annual premiums during tenure
Designed ERM to protect and control business IT security, governance, business continuity, regulatory reporting, and systems audit
Determined business efficiencies and outsourcing strategy, negotiating service contracts and software/ hardware acquisitions resulting in annual savings of over $300K and increasing reliability, capacity and redundancy in alignment with corporate growth and diversification strategy
Led project to implement custom policy administration system, overseeing integration with existing finance and regulatory systems; enabled Company growth of $50million in the proceeding 4 years
DBC Information Systems, Oakville ON 2000-2004
Principal Consultant
Delivered strategic information systems and technology consulting services to organizations in the insurance software and insurance marketing industries.
Achievements:
Oversaw all information technology aspects of the Echelon/Cooperators joint venture
Provided planning, and drove implementation of systems to support a new business channel to enable substantial growth; led implementation of associated infrastructure resulting in cost reductions of 60%
Planned and managed all aspects of Information Systems, developing protocol, process and policies where none existed previously, including formation of an IT department
Designed and oversaw deployment of network infrastructure and systems, including development of technical support systems for hardware, software, network, and telecommunications
Managed the acquisition and implementation of all Management Reporting Systems
Designed and implemented regulatory reporting system resulting in client savings of $100K, and corporate data warehouse with associated cost savings of $250K
Managed the implementation and ongoing support of all peripheral software applications
Led project to upgrade organizational IT infrastructure, including an upgrade to the existing financial reporting system. Implementations resulted in a threefold increase in end user productivity, improved reliability and capacity, and reduced support costs by 50%
Provided coaching, guidance and analysis on all systems related issues
Tritech Financial Systems Inc., Etobicoke, ON 1992-2000
Vice President, Insurance Services, 1994-2000
Created direction and management of insurance processing services including data centre operations
Performed executive oversight of Pafco Insurance Company (subsequently Allstate) and Travelers Canada accounts
Managed Systems Development, Support and Maintenance of the General Insurance Management System
Managed implementation projects for Allstate Canada and Travelers Canada.
Managed Business Analysis of existing and future clients with respect to their systems processing requirements
Planned and managed multiple Y2K projects to ensure all operational and contractual commitments were met
Manager, Systems and Operations, 1992-1994
Management of Service Bureau Operations for insurance clients
Performed business analyst role with new and existing clients
Analyzed and designed new software applications
Initiated database design and administration
Maintained all existing software applications
Managed communications programming and support
Provided Client Support and Training
Education and Professional Development
Working towards PMP designation; expected completion 2016
Project Management Institute Member, 2013- Present
Insurance Canada Technology Conference, 2009-2015
Insurance Accounting and Systems Association Conference, 2011-2014
PMP Exam Preparation, Canadian Management Centre, 2013
The Banff Management Course- “Effectively Leading Others, Managing Yourself”
OSSD- Nelson High School, Burlington ON
References Available Upon Request