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Project Manager Data

Toronto, Ontario, Canada
November 05, 2018

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Stan Shapiro, M.Sc.



Obtain Management Consultant role in IT related to Banking/Telecom/Energy/Public sector

Over 15 years of IT experience: program/project leading, release/risk/impact/quality/issue/change management

Bold cross-group leadership, negotiation and team building skills

Strong program, project and process management skills, applying emerging technologies in emerging markets

Excellent customer management and presentation skills

Sound communication including strengths in meeting objectives through influence and facilitation

Outstanding relationships with key internal and external contacts, building team spirit

Strong critical thinking/precision questioning skills, especially regarding business and technical issues

Committed to personal development, time management and continuous learning

Meet tight deadlines, work well & multitasking in fast-paced pressured environment, composure during crisis

Broad/rich technical knowledge of various enterprise application platforms, tools and associated technologies

Industry experience by project

Mar 18 – Current

BMO Financial Group

Toronto, Ontario

Project Manager @ Data Governance and Analytics (contract)

Responsible for Service Level Agreement (SLA) creation for Information Delivery Platform (IDP)

Heavy cross-functional communication with IDP sources/BORTs (Book of Records Transaction Systems) collecting their information on IDP feeds SLA and adherence to IDP sourcing principles (compliance)

Besides SLA establishment from IDP sources, the project involves calculation of IDP processing times and documentation of SLA for IDP consumers

Close communication with IDP Sr Technical Officers (STOs), HUB support, IDP BORTs STO and consumers

Dec 16 – Mar 18


Toronto, Ontario

Business Systems Consultant @ Solution Design group (contract)

Leading complex projects to design strategic solutions aligned to CIBC enterprise architecture. Supporting end-to-end project implementation throughout SDLC acting as SME for business and technology

Work intensively with Anti-Money Laundering (AML), and closely with Compliance, Legal, Governance, Internal Audit teams to understand and document business requirements and facilitate solution design sessions meeting project needs. Building client-focused solutions that meet business requirements

Building strong relationships and partnerships with technical teams, clients, vendors and peers

Brought several major AML projects to successful completion that include CGI’s Trade 360, FX Market place processing via Sanction Screening (SLMS) and Transaction Monitoring (TMS) systems, onboarding 2017 US purchases of PrivateBank, Geneva Advisors (AML/ATF, HR, STAR Compliance)

Aug 16 – Nov 16

TD Bank Financial Group

Toronto, Ontario

Senior IT Consultant @ Retail Risk Management (contract)

Advising on a solution for complex PCI project involving deep structural changes to retail risk management data mart within mainframe / UNIX / windows / SQL server distributed platform, including impact analysis, architecture, solution and integration

Performing impact analysis with business and technical stakeholders, facilitating JAD sessions, meeting technology teams to provide solution that would ensure business continuity

Implementing new EPMO process: devising solution for PCI data, documenting changes, gathering business requirements and devising technological solution, creating BRD, SRS, active input into architecture documentation and detailed design documentation on PCI, STEEL events, HELOC channels projects, data mining for credit card information across multiple data marts, which included data mapping for CC encryption

Review, analysis and evaluation of detailed business and functional requirements, documentation, process flows and data models, contribution to the development of project plans including project charter, project deliverables, cost/benefits analysis, time line estimates, scope and control

Developing use cases, defining and documenting user procedures and workflows, and how each class of user interacts with east system function. Ensuring Business Recovery Plans are in place

Tools/Technology: Windows, UNIX, mainframe, SQL server, data warehouse, Business Objects, SAS, RMLC, MS office, Visio, MS project, MS Share point, Environments: Dev / SIT / UAT / BAT / PAT / Prod, security, TRMIS, legal, TSYS, ETL

Nov 14 – Jul 16

BMO Financial Group

Toronto, Ontario

Sr. Business Systems Analyst @ Risk reporting (contract)

Hands on project lead and delivery: sourcing margin loans portfolio into BMO P&C Basel data mart (Personal & Commercial) within BMO data warehouse, including requirements, data profiling, coordination, mapping, lineage, integrity. Active participation and execution in UAT.

Active participation and leading of the project of data migration from P&C into CC (Corporate Commercial) Basel data mart, including data marts comparison UAT

Liaison between IT and business on all levels including offshore teams. Worked with business and source stakeholders on defining approach and content for data sourcing, providing direction and support

Owned and contributed to business requirements definition of several data-centric projects, defined data-specific needs & characteristics as derived from business requirements

Performed advanced data discovery and profiling, in order to establish suitability to meet needs applying data quality concepts for data acquisition & integration, contributed towards overall data integration/movement design, intensive use of DB2/SAS/Oracle SQL generating numerous reports regarding data issues & integrity

Owned and documented the following deliverables: business requirements, source system extract specifications, functional specifications, data transformation specification, data mapping with complex transformation rules, data model design, UAT plan and cases

Worked with and supported project delivery team members, BAs, business stakeholders, ETL designers and developers, data architects and modelers, QA analysts, PM/PMO, reporting designers, audit/governance and infrastructure security

Contributed to overall data integration / acquisition / transformation design and architecture at the high level

Tools/Technology: SAS EG 4.3, Db Visualizer 9.1, AQT 9, Oracle, DB2, Neteeza, Aginity Workbench, ANSI SQL/T-SQL/DB2 SQL, DW/DB/DQ, P&C / CC Basel data mart, PD, LDG, EAD, AIRB, APMS, IDP, AAA, CorpDB, BWAR, OSFI, Risk Reporting, Credit Risk, Capital Markets, Wealth Management, HP QC/HP ALM, full SDLC, Agile, RDARR

Nov 09 – Nov 14

Rogers Communications Inc.

Brampton, Ontario

Sr. Business Analyst @ PCI Compliance (contract)

Responsible for information gathering and validation meetings with targeted Rogers personnel with regards to PCI compliance standard. Audiences included server owners, directors, SMEs, VPs, planning & engineering

Serving as a point of contact with regards to data modeling, storage, accessibility and administration on inbound/outbound project. Monitoring progress, managing risks & issues, presenting project deliverables

Involved in collecting, analyzing and reporting on enterprise level traffic company wide and remediation of PCI compliance by recommendation ways to change and optimize traffic rules throughout the organization

Documenting and validating enterprise-wide requirements pertaining PCI compliance

Responsible for PCI ROC documentation preparation including CDE RACI, information security, network diagram. Work tightly with Network planning & design, operations, security & investigation

Indirect communication with data removal (cleanup) project for matters of integration of information into one while picture (server, outbound port used, server owner, application, business justification)

Technologies & methodologies used are PCI DSS 2.0, MS SharePoint, MS Office, MS SQL, WinSCP/putty, Netflow, CISCO/Juniper, Tufin in a mixed Windows/UNIX environment

Aug 07 – Feb 09

Bell Canada

Toronto, Ontario

Solution Integrator (contract) (technical PM, architecture, infrastructure, vendor management)

Communicated liaison between external vendors (Nortel, IBM, CGI etc), project sponsors, BA’s, SMEs, dev. primes to validate solutions from initiation throughout development, creating specifications, gathering future requirements, set product priorities, drive for delivery and set product direction

Identifying project risks, quantify, track and develop risk response & mitigation plans, rollout

Interpreting conceptual solutions and documenting business requirements in terms that developers and end users understand, ultimately leading to concurrence and stakeholder signoff

Conducting various system and application administration tasks associated with the project infrastructure

Ensuring delivery of product that solves the customer's business issues, collaborating with teams to ensure delivery of cross-group dependencies, disseminating detailed technical information for products, tools, and assisting in the continued improvement of knowledge content. Storage capacity, forecasting & planning

Successfully brought integration of 4 major projects (0.5M to 3.5M) from exploration, SIT, UAT to production by assuring quality (QA) of the solution in connectivity, failure and recovery, performance and load & stress

Extensive use of Six Sigma, ITIL, SOA, SaaS, Change Management, QA, risk, issues management, infrastructure analysis, RACI matrix, KPI, LDAP, benchmarking, network services, full SDLC

Technologies and methodologies used: MS Project, MS vision, MS communicator, MS office; Six Sigma, oracle, scripting, IMS, DbVis, WSDL, (S)FTP, (S)HTTP, SaaS, IBM Maximo (asset management), iWay, middleware, Vitria BusinessWare, Mainframe IMS, HP-UX, HP, Lucent, IBM, Alcatel, Nortel, enterprise infrastructure, backup and recovery, IBM SAN space, GUI, LDAP, HP test director/quality center, MS Project, Project Master Plan, WBS (Work Breakdown structure), Agile, PM Process

Nov 05 – Aug 07


Toronto, Ontario

Project Manager, Product manager

Internal and external clients facing role, developed and maintained business plan and strategy based on intensive market research & analysis, provided in depth knowledge of the competition for the product/portfolio (SWOT)

Represented company at trade shows across North America, engaged 4 major partners, engaged 3 clients in West Europe

Secured several contracts in North America & Europe, conducted multiple negotiations with potential clients

Attracted contacts in Government Canada (NRCan, ecoEnergy) and UK partners via UK trade & investment government program. Managed relationships with partners and clients

Responsible for setting the product direction, defining the roadmap and articulating market problems

Project portfolio management, resource allocation, negotiation of SOW, SLA

Leading and managing the delivery of internet infrastructure project involving VoIP, C#, MS VS.NET, flash, widgets, healthcare pharmaceuticals, trading and energy projects

Define product schedule scope, direction, participating in all phases of SDLC, active use of machine virtualization with Microsoft Virtual Machine 2007. Creating and translating design requirements.

Management of cross functional team, OOAD architecture and design of solution extension for VoIP software, Project Development Guide (PDG), used MS VS.NET 2005, MS SQL Server 2005, C#, nUnit, TAPI, LDAP, ASP.NET, Flash, WSDL, UML, WM6.1, J2ME, BREW, evaluation of tones & voice recognition software. Created design requirements, followed through full SDLC (TSDC), Agile, web and mobile development

Mar 06 – June 06


Calgary, Alberta

Senior Integration Architect & Mentor @ Enmax (contract)

Successfully built a GIS/Avantis integration solution for partial systems synchronization using Vitria 4.3 tools and environment as well as Vitria Advanced XML transformer (AXT)

Mentored a team integration using Vitria software package best practices and built solution particulars

Extensively used UML notation and extreme programming methodology in Agile environment

Nov 05 – Mar 06


Toronto, Ontario

Technical Project Manager

Lead the project of delivering the functionality already operating ni java realm in .NET world, full software dev cycle

Designed, architected and delivered a .NET portion of company’s flagship products apLive & apSpeed – high availability & high-performance solution – database virtualization providing “always-on” database for any business application

Created design requirements and business requirements planning documentation, Project Development Guide.

Active use of machine virtualization with Microsoft Virtual PC 2004

Nov 03 – Nov 05

Boomboat (Bell, Enbridge)

Toronto, Ontario

Senior Integration Project Lead @ Bell Canada / CGI (contract)

Provided technical consulting services for company’s clients (Bell, CGI, IBM, Accenture, Enbridge) demonstrating technical expertise and architectural solutions, participated and lead multiple analysis and design sessions with clients

Active participation and coordination of projects rollout, lead and facilitated requirements gathering sessions

In charge for high level and low-level design and architecture for the several solutions. Full SDLC

Participated in development, deployment, and release of 3 multi-tier major projects for Bell Canada (Vitria BW 4.2.1, MQ-Series, ITOC, FTP connectors, Java, EJB, BREEW, WebLogic 8.1, Oracle 9i, WinXP, Unix shell script), ITS

Responsible for design, development and delivery of Java-IMS mainframe interface (Vitria ITOC 3.0)

Suggested several innovations in the way of using connector that increased production robustness, scalability and performance 15 times, error recovery bullet-proofing

Technical Project Manager@ Enbridge

In charge for full lifecycle of design, development and deployment ITRequest and ENtrack major projects for Enbridge Gas Distribution, using Vitria BW 4.1, multiple connectors, Oracle 8i, SQL, full software development lifecycle

Feb 03 – Nov 03

iRevolution (Bell West, Sprint Canada)

Calgary, Alberta

Team Lead @ Bell West/Sprint Canada (contract)

Active interaction with business clients, resolving technical questions, suggestion solutions, gathering requirements

Lead and facilitated multiple sessions with clients across the country, gathering requirements, translating into technical architecture and design and functional and non-functional requirements

Responsible for delivery of large scale network projects involving middleware, CRM, full SDLC

Used Siebel Java Beans to streamline integration solution development and to validate design decisions. Developed a library of Siebel-related Java functions reused by a team of 5 Vitria developers

Responsible for design of uniform Vitria development guidelines followed by a team of 5 Vitria developers

Successfully developed Siebel universal adapter for integration of Siebel CRM application and other eBusiness CTI systems like Aspect ECS, Genesis (VS.NET/C#/C++/Perforce/Win2k)

Developing Siebel – Vitria bi-directional interface using Vitria BW, Siebel source and target connectors, IntelliJ IDEA IDE, servlet technology, Vitria BServlet, Apache Tomcat servlet engine

Extending Siebel functionality using ASP.NET for Bell West.

July 2000 – Oct 02

Seabridge (acquired by Nokia/Siemens)

Project Manager / Team Lead

In charge of technical customer relationships (travelling to customer site abroad) project implementation ITS, OSS

Managing Element and Network Management System projects with team of 5 using eXtreme Programming & RUP

Management of design and presentation of NMS tracking the runtime of collaboration suite components using VC++, MFC, STL, ATL, Source Safe, COM/DCOM/COM+, VB on Win2K

Leading the development of “Seabridge” specific parts in Siemens’s work frame, enabling CORBA interface, compliance with TMF standards (Iona’s Orbix/VC++/MFC/SourceSafe/SQL). Metrologies: full SDLC

Academic & professional education


Toronto Business Development Center

Certificate of successful completion

The basics of starting a business

Developing a business plan

Marketing for success

Tax and cash flow strategies


Vitria webinars

Advanced XML Transformer (AXT)

Vitria collaboration workflow

1999 – 2002

Open University

M.Sc., Master of computer sciences

Thesis: “Refactoring in eXtreme Programming”

1995 – 1998

Open University

B.A., Bachelor of computer sciences

Awarded “with distinction” degree

1993 – 1995

Technical College

Software Engineer

Graduated with Excellency diploma

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