Background
As a seasoned Project Manager, I possess over 13 years of experience in the
Retail Banking, Wealth Management, Technology, and Retail Services sectors
with a focus on Project Management in operational and IT driven
initiatives. I have effectively managed projects of both a business and
technical nature, including credit card and prepaid card product launches,
systems and application development, network and infrastructure upgrades,
business process redesign, product development, call center, and platform
conversion projects.
I hold a Project Management Professional (PMP) certification from the
Project Management Institute (PMI) and an Information Technology
Infrastructure Library (ITIL) Foundations certification from the
Examination Institute for Information Science (EXIN). I am presently
pursuing a Six Sigma Green Belt (SSGB) certification from the American
Society for Quality (ASQ).
Profile
- Proven track record of delivering projects on time and on budget,
within the agreed to scope and with the expected level of quality
- Excellent ability to work in high pressure, high volume environments
and to work through ambiguity
- Capable of managing multiple mid-sized projects of 20+ resources with
budgets ranging from 500k to 2.5M
- Able to conduct in-depth risk discovery sessions with stakeholders to
uncover project and business risks, conduct risk response planning,
and apply appropriate mitigating activities
- Experience managing large cross-functional teams in matrix
organizations
- Able to track and monitor project progress and escalate issues to
upper management using appropriate channels
- Over 36 months experience relating to the Canadian migration of Credit
& Debit Cards and Point-of-Sale Terminals to the global EMV/Chip & PIN
standard
- 10 years of proposal writing, business case preparation, developing
project strategy documents, and Statement of Work documents
- Excellent ability to work with and communicate to senior and C-level
management
Recent Work Experience
Jan '12 - Present
Sr. Project Manager, Credit Cards (Contract)
RBC Royal Bank, Card Operations
From January 2012 to present I have worked as a Senior Project Manager with
RBC Royal Bank as part of the Card Operations Project Management Office. As
a Project Manager within Card Operations, I am responsible for establishing
and leading enterprise-wide, cross functional strategic initiatives for
credit cards. I manage projects related to retail credit origination
application development, client conversions, new product launches, and gift
card product changes.
My duties include:
- Managing complex projects involving multiple internal and external
stakeholders
- Integrating people, process, and technology to deliver a robust and
holistic solution meeting the needs of all parties
- Rigorously managing project scope to ensure commitments are achieved
within agreed time, cost, and quality parameters
- Managing the deliverables of external vendors including TSYS, Gemalto,
FIS, iGate, and Symcor
- Defining and tracking project milestones through a well developed,
maintained, and integrated schedule
Past Work Experience
Mar '11 - Dec '11
Project Manager, Infrastructure (Contract)
Macquarie Group, SDD - Service Design & Development
From March 2011 to December 2011 I worked as a Project Manager with the
Macquarie Group, a global provider of banking, financial, advisory,
investment and funds management services. As Project Manager within the
Service Design & Development team, I was responsible for managing multiple
concurrent infrastructure projects including new facility builds, facility
renovations, and Data Center migrations.
My responsibilities included managing the Networks, Windows Engineering,
Telephony, Desktop, Data Center Management, UNIX, Storage, and Backup Team
resources for the project. The projects I managed required the successful
planning and implementation of WAN/LAN networks, IPC turret systems,
communication/LAN room relocations, and workstation deployment for business
locations across Canada and the US.
My duties included:
- Conducting detailed analysis and planning to obtain accurate estimates
and minimize late stage changes to scope, costs, and resource
requirements
- Working with Service Transition and Service Operations to effectively
promote new services into production
- Managing critical dependencies and constraints to ensure the project
meets planned dates
- Communicating regularly with stakeholders via appropriate channels
- Using Earned Value analysis to track and monitor project progress
against plan
Sept '10 - Feb '11
Project Manager, Systems Conversion (Contract)
American Express, AET - American Express Technology
From September 2010 to February 2011 I worked as a Project Manager within
American Express Technology as part of International Consumer Card and
Small Business Services. As Project Manager, I was responsible for managing
a large national credit card platform conversion. I was responsible for
managing a large project team of global and regional business and
technology partners, sub-project Project Managers, Business Systems
Analysts, System Architects, and developers. This initiative was a top
priority project requiring development on over 30 sub-systems and the
conversion of an entire consumer charge card portfolio.
My duties included:
- Building strong, cross-functional relationships with leaders in other
key functional groups
- Ensuring compliant business processes are followed
- Serving as the single point of contact for all business and technology
partners
- Conducting due diligence sessions with business groups
- Ensuring legacy and regional platforms and technologies were
decommissioned
- Coordinating the activities of multiple technology and development
groups
- Coordinating a globally distributed project team (North America,
Europe, Latin America)
Aug '09 - July '10
Project Manager, Solutions Delivery (Contract)
President's Choice Financial
From August 2009 to July 2010 I worked as a Project Manager with
President's Choice Financial, managing projects related to the PC Financial
MasterCard line of business. As Project Manager I was ultimately
responsible for the delivery of projects to the business partner, meeting
the approved scope, cost, schedule, and quality expectations for the
project.
During my time at President's Choice Financial I successfully managed the
development, testing, and certification of EMV Chip cards. This project was
a high priority initiative at the bank and we delivered the project in 6
months and under budget. The migration to chip technology required the
coordinated participation of multiple partners and vendors including First
Data (host processing), Giesecke & Devrient (card production) and
MasterCard Worldwide (Network certification, CPV and ETED card
certification, production BIN changes). This project was critical to
meeting the MasterCard 2010 liability shift date.
Key responsibilities as Project Manager included:
- Working with the business partner to deliver to the expectations
outlined in the business case
- Conducting risk discovery sessions with stakeholders and Enterprise
Risk
- Assessing ambiguous situations and providing clarity to the team and
stakeholders as required
- Recommending best solutions to upper management
- Resolving issues and barriers through negotiation and control
processes
- Managing external vendors and third parties through integrated
delivery management and change management practices
Sept '07 - March '09
Project Manager, IT Infrastructure (Contract)
Shoppers Drug Mart
From September 2007 to March 2009 I worked as a Project Manager with
Shoppers Drug Mart, reporting jointly between the IT Management Services
division and Enterprise Infrastructure Engineering. As part of my duties, I
managed the end-to-end delivery of IT projects to deliver fully production
ready solutions. I managed cross-functional teams of IT and business
resources and worked regularly with Director and Executive level management
to manage road-blocks and gain overall project acceptance.
As Project Manager at Shoppers Drug Mart, I worked on several key
initiatives including the construction of several new office floors and the
re-construction of a facility for operational and disaster recovery use.
The facility reconstruction project had very aggressive timelines in order
to support a 65+ person project team which would be located at the site
working on a top priority project. I managed the design and installation of
server rooms, site cabling for voice and data, HVAC, network switches, AV
installation, and PC installation and set-up. Also, as part of this
project, I managed the adoption and installation of a secure Network Access
Server (NAS) in order to segregate staff and vendors based on access
credentials.
Key accountabilities included:
- Coordinating the activities of the Enterprise Infrastructure
Engineering, Solution Architecture, IT Security, Database,
Communications/Telephony, LAN/Networking, Corporate Application, Store
Systems, Desktop support groups, IT Help Desk, and customer service
center
- Developing, planning, analyzing, evaluating and assigning priorities
to deliverables and requirements
- Managing the acquisition and utilization of resources by working with
resource managers to secure the resources required for the project
Feb '07 - Aug '07
Project Manager, Systems (Contract)
American Express, AET - American Express Technology, Canadian Solution
Centre
From February 2007 to August 2007 I worked as a Project Manager within the
American Express Technology Canadian Solutions Centre. I worked on
contract, operating virtually from my home-office, with American Express as
Project Manager for the World Wide Credit Authorization Systems (WWCAS)
based out of the United States. As part of my mandate with American
Express, I was responsible for the management of multiple projects relating
to system development for the credit authorization systems.
My responsibilities included:
- Managing and delivering multiple simultaneous projects on budget and
on schedule
- Coordinating the activities of multiple technology and development
groups
- Working closely with clients to ensure changing resource and project
requirements are met and understood
- Managing technical software development projects relating to Credit
Authorization Systems
- Managing projects in accordance with the project governance and
project management methodology
- Ensuring SOX (Sarbanes-Oxley) compliance
- Ensuring stakeholder buy-in on criteria for successful project
delivery
- Communicating effectively with all stakeholders to ensure awareness of
project objectives, needs and status
- Controlling changes to ensure any requested change supports the goals
of the project
- Coordinating resources distributed world-wide across multiple time-
zones (North America, Asia, Europe, Latin America)
Dec '05 - March '06
Project Manager, Client Integration (Contract)
American Express, Travelers Cheques and Prepaid Services Division
During my time with American Express I worked as a Project Manager within
the Travelers Cheques and Prepaid Services Division (TCPS), responsible for
Systems Automation and Implementation for Canada and the Northern United
States. My position was home-office based reporting in to the US office.
As part of my mandate with American Express, I was responsible for the
management of multiple projects relating to automation upgrades and service
delivery. I managed projects relating to MICR-line encoded products, pre-
paid products, Virtual Systems, and Embedded Systems.
I worked on implementations with major Canadian Banks and Credit Unions.
Among the system implementations I managed was ExpressPASS, a browser based
application that provides interactive transactions for selling, buying,
refunding, and exchanging all American Express products. Additionally, I
managed projects related to the Reader/ Sorter system, allowing the capture
of sales information with Magnetic Ink Character Recognition (MICR) item
processing equipment and the reporting of this information via electronic
transmission.
My responsibilities within the Travelers Cheques and Prepaid Services
Division included:
- Ensuring assigned projects are delivered on time, on scope and on
budget
- Creating proposals for projects and initiatives
- Working with multiple business units to facilitate communication and
resolution of issues and assigned tasks
- Conducting information analysis to determine target accounts and
market opportunity
- Managing critical tasks and issues to ensure resolution in a timely
fashion and to minimize project impact
- Reporting regularly to management on project status and progress
- Preparing project timelines based on the defined scope and with input
from work package owners
Sept '05 - Dec '05
Project Manager, EMV Acquirer Migration (contract)
F d ration des caisses Desjardins du Qu bec (Desjardins Credit Union)
Between September 2005 and December 2005 I worked on contract with the
F d ration des caisses Desjardins du Qu bec (Desjardins Credit Union) as
Project Manager for the Acquirer component of the Visa and Interac EMV Chip
Migration Project. Within the EMV Chip Migration Project at the F d ration
des caisses Desjardins du Qu bec, I was responsible for the readiness of
the Acquirer business side, specifically the Point-of-sale solutions.
My responsibilities as Project Manager included:
- Managing the POS Acquirer Migration Project
- Preparing detailed training and reference material on EMV, Visa Chip
Migration, and Best Practice Implementation guidelines
- Recommending solutions that are technically feasible and that address
business needs and meet Association requirements
- Identifying EMV business and technical requirements for the
development of Point-of-sale systems
- Ensuring Operational impacts and best practices are considered,
understood, and implemented
June '01 - Aug '05
Project Manager, Operational Initiatives & Service Delivery (Permanent)
Moneris Solutions (Royal Bank/Bank of Montreal)
In my role as Project Manager, I was responsible for project managing the
implementation of small and medium-size projects. Coordinating the
activities of several different groups within the Operations division, as
well as Marketing, IT, Sales, Telecom and external partners, I worked to
roll out new or enhanced products and services to achieve planned business
goals.
As part of my duties, I was responsible for:
- Managing multiple cross-functional project teams of Project
Leaders, Team Leaders, and Subject Matter Experts throughout the
project lifecycle
- Preparing proposal documents, RFP/RFI's, detailed statement of work
documents
- Preparing Project Charters, Implementation Plans, and other project
related documents
- Leading work-packages relating to the Operations business unit
- Delivering projects on schedule, within scope and within budget
- Managing the scope of the project and minimizing scope change, through
all phases of a project, to guard against increased cost, schedule
delays, and requirement changes
- Collaborating with testing departments to coordinate project
testing, determine test scope, objectives and controls
- Developing Business Requirements
- Preparing cost/benefit analysis, opportunity evaluations, and
providing input into strategic planning linking the business and
technology units
- Developing escalation processes and escalation management
guidelines
- Completing end-to-end business process analysis and re-engineering
- Presenting reports and presentations to Executive Steering
Committees and Leadership Teams
Project Management Skills
- Planning, Managing, and Controlling projects from concept to closure
- Conducting detailed Scope of Work planning to determine project
deliverables and activities and to prepare a detailed Work Breakdown
Structure
- Managing project resources to plan project needs and expected utilization
- Creating project schedules with identified dependencies using Microsoft
Project
- Project Budget planning and tracking with periodic re-forecasting
- Developing quality requirements and metrics and managing the quality
management process
- Conducting detailed risk analysis and planning based on probability and
impact and preparing associated risk mitigation strategies
- Preparing detailed Crisis and Disaster Recovery plans addressing both
technology and operational requirements
- Utilizing change management practices to minimize organization resistance
and impacts
- Conducting release management to deliver solutions into production
environments with detailed implementation and back-out plans
- Project Management Methodology development and implementation
- Managing vendors and sub-contractors to ensure performance against
established contracts and statements of work. Preparing and reviewing
RFI, RFQ, RFP documents and preparing recommendations for vendor
selection
- Benchmarking technology and operational performance to establish measures
for continuous improvement
- Conduction Post-Implementation Reviews and preparing Lessons Learned
reports as part of the project and phase close
- Well versed in various Project Management standards including PMI Project
Management Body of Knowledge (PMBOK), Information Technology
Infrastructure Library (ITIL), Software and Application Development Life
Cycle (SDLC/ADLC), and Six Sigma
Business Skills
- Proposal writing
- Escalation planning and management
- Communication Planning
- Business analysis and requirements gathering
- Process Mapping and Business process re-engineering
- Root Cause Analysis
- Problem and Issues Management
- Conducting Business Impact Analysis (BIA)
- Presenting and Group Facilitation
- Business Case preparation
- Technical requirements documentation
- Performance reporting and evaluation
- Negotiating
- Workflow analysis and process improvement
- Service Level Agreement (SLA) & Operational Level Agreement (OLA)
preparation
- Workforce training, mentoring, and coaching
Technical Skills
Technical Skills:
- Experience and knowledge of Payment Card Industry technologies including
EMV/Chip & PIN, VIS/VSDC/qVSDC, M/CHIP, J/SMART, CPA, Two Factor
Authentication (2FA, CAP, DPA), EFTPOS, Smartcard, Contactless Payments,
NFC-Near Field Communication, LVP-Low Value Payments, Mobile Payments,
Pre-paid and e-purse, e-Commerce and m-Commerce, Terminal Management
Systems, SCMS-Smart Card Management Systems, Financial Networks, Retail
Payment Services Architecture, Base24, and ACI SPDH
- Strong knowledge and understanding of IT infrastructure including data
networks, security and user authentication, telephony, server room setup,
structured cabling, power and HVAC requirements, IT cabinets, Turret
Systems, servers and routers
- Experience and knowledge of credit card payment association compliance
and testing requirements including ADVTK, ETEC, and PCI DSS
- Strong knowledge of Credit and Debit Card technology and the Payment Card
Industry
- Strong knowledge of Association (Visa, MasterCard, Amex, JCB, Interac)
requirements and practices
- Strong knowledge of Credit Card Fraud and Chargeback practices and
policies, Deployment and Terminal Management activities, Clearing and
Settlement, Merchant and Card activation, Card issuance and
personalization processes, and merchant and business reporting
requirements
- Excellent knowledge of Microsoft Project, Visio, Word, Excel, and
PowerPoint
- Strong knowledge of Open Workbench, JIRA, Service Center, Remedy, Tivoli,
and Microsoft SharePoint
Personal Information
Memberships & Certifications:
- College Degree in Social Sciences
- Bachelor of Arts undergraduate studies in Political Science and Public
Relations
- Project Management Professional (PMP) certified (Project Management
Institute)
- Information Technology Infrastructure Library (ITIL) Foundations
certified (EXIN)
- Certificate Fundamentals of Smart Card Technology (Smart Card Alliance
Training Institute)
- PCI Security Awareness Training
- Anti-Money Laundering Training
- Membership in the Project Management Institute (PMI) and the American
Society for Quality (ASQ)
- Six Sigma Green Belt (SSGB) certification in progress through the
American Society for Quality (ASQ)
Additional Information:
- Experienced working virtually/home-office
- Incorporated Federally in Canada
- Valid Canadian Drivers License
- Willing to travel up to 25% of the time