Project Management, Business Analysis, Process Re-engineering

Delaine Persad

** ********** ******** ***: 416-***-****

Brampton, On *******.******@*****.***

L6P 1Y3

Dear Madam/Sir,

Throughout my 17-year career in business and technology I have accrued a multitude of skills including process

improvement, requirements elicitation and analysis, facilitation of core system enhancements and project

management that have contributed to increased operational efficiencies and risk mitigation. Over the years, I

have demonstrated a tremendous ability to support and maintain numerous business objectives and deliver

projects on time and on budget.

I am seeking new professional challenges with a company in need of someone with exceptional planning,

leadership and management abilities. My competencies include managing high profile and industry sensitive

projects, working efficiently under deadlines and to independently plan and prioritize tasks.

As my resume indicates, my experience encompasses project management, strategic planning, resource

utilization, revenue growth and cost reductions. I am confident that I will be able to continue to learn and

enhance my skills under the direction of your organization.

I look forward to discussing how I may help your organization, during an interview. Please feel free to contact

me at 416-***-**** or email: *******.******@*****.***.

Sincerely,

Delaine Persad

Encl.

Page 1 of 6

Delaine Persad

70 Laurentide Crescent Tel: 416-***-****

Brampton, On *******.******@*****.***

L6P 1Y3

OBJECTIVE

Results-driven and forward thinking professional commanding over 15 years of industry experience. Highly motivated with

exceptional leadership and interpersonal skills

WORK EXPERIENCE

International Financial Data Services - PMO

Senior Consultant – November 2014 - Present

Examined business needs to identify and implement process improvements resulting in cost avoidance and

revenue enhancement opportunities.

Collaborated with key stakeholders to identified enhancement opportunities within their Project & Portfolio

Management tool

Achieved productivity increase by creating practice and process improvements

Projects:

Clarity Enhancement ($1.1MM, In Progress): Conduct assessment to maximize the use of Clarity PPM tool to

reduce reliance on manual processes, introduce efficiencies and provide real -time executive oversight into the

organizations investments, initiatives and resources.

Improvements in Quality of Estimation ($500M, Delivered on time): Changed the Estimation Process for projects

within IFDS to improve accuracy, reduce time to market, gain efficiencies and increase customer satisfaction.

Production Support Process Enhancement ($300M, Delivered on time): Redesigned the production intake

process to increase client experience, reduce risks and increase efficiencies resulting in cost reduction.

Client Intake Process ($500M, In Progress): Develop standardized Intake process thus reducing churn, reducing

inconsistency and reducing time to market.

SCOTIABANK - Scotia Private Client Group

Project Lead – January 2013 – October 2014

Responsible and accountable for the coordinated management of strategic projects throughout project lifecycle

Mentored project team in best practices at various stages in the project lifecycle

Planned and managed large-scale projects aligning business goals with technology solutions.

Leveraged business and technical acumen to communicate with executives and their respective teams

Mitigated risk factors through careful analysis and anticipated and managed change effectively in a rapidly evolving

business environment.

Projects:

Productivity Extension Program ($1.2MM, Delivered on time): Evaluated and implemented sales pipeline within

Salesforce for Scotia Private Client Group.

Trade Reclassification ($700M, Delivered on time): Evaluated, designed and implemented a process for trade

processing while still ensuring regulatory requirements resulting in significant cost reduction to multiple business

lines.

WaterStreet Portfolio Accounting ($800M, Delivered on time): Conducted a technology assessment to determine

appropriate Portfolio Accounting system resulting in vendor selection and implementation of the solution

Account Onboarding ($900M, In Progress): Automation of the account opening process for Scotia Private Client

Group, which includes process improvements, and introduction of technology to increase efficiencies.

Client Experience Redesign ($500M, Delivered on time): Evaluation of the existing Client Experience Model

resulting in designing of the enhanced future state model including recommendations for enhanc ement to

technology and process

SCOTIABANK – Wealth Management Business Solutions

Senior Business Consultant – From July 2011 to December 2012

Reviewed current business processes and redesigned business and technology processes to increase efficiency

Evaluated and managed the creation of detailed requirements for a proposed vendor application to increase efficiency

and accuracy for the Compliance Program

Managed multiple projects through various project stages

Page 2 of 6

Delaine Persad

70 Laurentide Crescent Tel: 416-***-****

Brampton, On *******.******@*****.***

L6P 1Y3

Assessed current procedures and processes at recently acquired companies to determine if applications and processes

can be leveraged for use within Scotia Capital Wealth Management.

Projects:

Compliance – Broker Surveillance: Evaluated vendor solutions to automate the supervisory oversight and compliance

surveillance processes in order to minimize risk

Compliance – Registration: Created detailed requirements to automate the process and monitor registration

requirements for Canadian affiliates within Scotiabank Group in accordance with the regulatory authorities.

Compliance – Control Room: Evaluated existing manual processes in order to determine appropriate vendor solution

for monitoring trading activity for persons of interest.

SCOTIABANK – Wealth Management Systems Development

Senior Technology Consultant – From November 2010 to June 2011

Provide overall ownership and governance behind the examination of current business processes to identify risk

situations and violations.

Create business cases and strategic roadmap to implement the Actimize application to monitor trading activity within

Scotia Capital.

Created detailed mapping document from multiple source systems to the Actimize database to gather trading,

representative and security information. A process that spanned vendor and client to align client infrastructure with

vendor application architecture

Acting as a key influencer for a $15 million dollar software portfolio to ensure strategic roadmap matches technology

industry innovations in growth.

Projects:

Compliance - Broker Surveillance: Created a business case to introduce an enterprise wide application that will

monitor trading activity to identify violations and risk situations.

DELOITTE

Lead Business Consultant – From August 2010 to November 2010

Evaluation of current business processes for improvement purposes and redesign to optimize commissions and fees

processing.

Managing the relationship between Business Units and IT to translate redesigned processes into business and system

requirements

Mapping data from the various applications to the new core platform

As a strategic influencer collaborate with clients, vendors and peers to build working relationships and partnerships in

an ‘out-sourced’ environment

Provide mentorship; manage timelines and assignments of junior team members. Accountable for the quality of their

deliverables

Projects:

TD Waterhouse - Wealth Core Platform: Design new business processes and requirements for Commission and Fee

processing.

RBC DOMINION SECURITIES

Senior Business Systems Analyst – From September 2008 to July 2010

Translating customer product requirements into comprehensive business requirements and f unctional specifications

Acting as a key negotiator, facilitated the creation of service catalogues between vendors, business and the technology

groups.

Streamlined online processes for discount brokerage in order to pro ve a better customer experience

Defining and recommending system solutions to meet business goals and product requirements.

Evaluating the current business and IT environments to identify requirements, vu lnerabilities and opportunities

Projects:

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Delaine Persad

70 Laurentide Crescent Tel: 416-***-****

Brampton, On *******.******@*****.***

L6P 1Y3

Bulk Trade Tool: Designed and implemented enhancements to the Bulk Trade Tool to increase performance and add

additional security types.

ClientLink Migration: Migrate the existing desktop back-office application to a web application

Portfolio Modeling: Created a tool to allow multiple grouping levels for portfolios in order to maintain portfolios

against a defined model and to facilitate bulk trading

FlexPak Reporting: Created new web based add-on tool to our back-office systems that allows Investment Advisors to

customize client reports.

DI ROR: Facilitated the addition of a new line of business to our existing back office systems. Designed and

implemented the calculation of Rate of Return for our discount brokerage online channel. Involved in data mapping

from legacy systems

AIM TRIMARK

Business Analyst – From February 2004 to September 2008

Assessed current policies, procedures and process improvements in order to determine opportunities for enhancement

for the Finance department and the Securities traders

Represent stakeholders and partners in defining business objectives and scope.

Acted as intermediary between business and system teams as well as between AIM Trimark and external vendors

Assisted in design and development of new initiatives to ensure adherence to functional specificatio n

Assisted in troubleshooting, investigation and resolution of production issues

Act as project lead for CGI consultants to manage objectives and deliverables of the project.

Projects:

Fund Station Implementation: Designed, tested and implemented an application for Fund Accounting for financial

reporting to increase efficiency and accuracy. Custom reports were created in Crystal 8.5 for fund performance

tracking, auditing and reconciliation.

Fair Value Pricing: Designed, tested and implemented an application to calculate the fair value price of all AIM

Trimark funds.

Withholding Tax Enhancements: Implemented the new calculation process in the Transfer Agency system based on

the 2005 withholding tax changes to Quebec

Dilution Processing Enhancements: Analyzed current dilution process model to determine vulnerabilities and

improvements. Recommended enhancements to the dilution model to improve accuracy and minimize risk s.

Age of Asset Tracking: Analyzed, designed and implemented process to track age of assets within the AIM Trimark

Data Warehouse for the various fund levels

Global Project Line Management: Analyzed and implemented a data warehouse of portfolio information through

AMVESCAP.

FIDELITY INVESTMENTS CANADA LTD.

Acting Business Analyst – From January 2001 to February 2004 (concurrent)

Communicated with external clients, system analyst and business units to identify requirements and determine

technical and operational solutions.

Identified and documented user requirements for functional specifications.

Created and executed test plans for operations environment.

Managed and implemented projects through the project life cycle.

Provided feedback to project stakeholders on performance

Evaluated vendor products and services and provided solutions.

Coordinated the upgrade of the Recon database and client machines for Recon Plu s

Created or enhanced existing business processes to support the operational environment.

Projects:

Recon Plus Upgrade: Upgrade of the reconciliation application for Transfer Agency and Accounting Control to increase

functionality, improve accuracy and exception reporting, and improve automated reconciliation of daily activit y.

Created customized reports in Crystal for auditing and error tracking purposes

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Delaine Persad

70 Laurentide Crescent Tel: 416-***-****

Brampton, On *******.******@*****.***

L6P 1Y3

Automated Audit Reporting: Created automated audit reporting on the activity of all Fidelity funds for Fidelity

Investments Canada and Fidelity Group Retirement businesses

Diversified Income & Growth Fund Launch: Analyzed, documented and tested the integration of a new fund into

existing systems and business processes.

Disaster Recovery Planning: Documented and tested disaster recovery plans for reconciliation, fund and cash

management and pricing to ensure that business units were ready to recover in the event of a disaster.

Fidelity Retirement Services Reconciliation: Designed, implemented, tested and documented the conversion of the

Retirement Services reconciliation from a manual to an automated environment on the Recon Plus Application .

Quality Assurance Analyst – From February 2002 to December 2002

Created test plans and coordinated test execution for Fidelity Investments Operations division.

Analyzed test results to ensure business requirements were achieved

Conducted requirements verification and test execution against integration of new business and system functionality

into existing production applications

Coordinated and completed formal Use Case analysis for network applications according to designated industry

standards.

Continuously monitored and improved quality assurance standard procedures and conducted cross -training of QA

analysts and business analysts.

Conducted demonstrations of new applications during development phase for project sponsors

Created and maintained database detailing department initiatives and project progress.

Projects:

Xtrac Upgrade: Planned, developed and executed test strategies, including regression and co-existence testing of the

workflow management application Xtrac.

ConX B2B: Executed test strategies for ConX Business-to-Business application, a workflow routing application within

the operational division.

Global Opportunities Fund Launch: Documented and tested the integration of a new Fidelity fund into existing

business and system processes.

Axis System Enhancements: Upgraded existing Transfer Agency systems to support changing business environment

World Class / ICM+ Release: Assisted in the regression testing and knowledge transfer of application infrastructure.

Recon Plus System Administrator – From January 2001 to February 2004 (concurrent)

Installed and configured Recon Plus for Windows on all client machines.

Maintained and configured all automated reconciliation criteria and monitored processes.

Supported all Recon users with either direct on-site or phone support of network issues.

Designed and maintained reports for the Recon server using Crystal 8.5.

Improved automated processes resulting in increased efficiency and minimizing manual reconciliations

Projects:

System Disaster Recovery: Documented, tested and implemented the installation of the Recon Plus application at a

remote location.

Upgrade of Recon Plus to version 7.1: Tested and implemented the upgrade of the Recon database and user terminals

from version 5.1 to 7.1.

Trust Accountant – From May 1998 to January 2001

Directed workflow, supervised and trained junior accountants.

Developed and maintained Fund Activity and Cash Activity reporting for IFIC and Fidelity business units and Audit

reporting for internal and external auditors.

Reconciled all Fidelity Canada trust accounts using the reconciliation software Recon Plus for Windows.

Redesigned and documented business processes to accommodate changing environments.

Researched, documented and implemented changes to business processes due to system enhancements.

Projects:

Capital Structure Fund Launch: Developed and implemented the business changes necessary to accommodate the

Capital Structure (Umbrella) funds.

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Delaine Persad

70 Laurentide Crescent Tel: 416-***-****

Brampton, On *******.******@*****.***

L6P 1Y3

Automated Fund-on-Fund Trading: Developed, tested and implemented business and system enhancements for the

automated trading for hedge funds.

Automated Transfer Agency & Accounting Control: Designed, tested and implemented the automation of trading

activity and cash activity reconciliation eliminating all manual fund reporting in the Transfer Agency.

Business Disaster Recovery: Documented recovery procedures for all critical systems and business functionality to

ensure recoverability in the event of a disaster

EDUCATION

Pursuing PMP

Pursuing CBAP

University Of Toronto: Bachelor of Science, Cellular & Molecular Biology

CDI: Java programming for Sun Microsystems

RBC: Project Management Methodology

RBC: BSA Certification

Fidelity Investments: Project Execution & Planning

Fidelity Investments: Information Technology Governance courses

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