Project Manager Management

ANDREW KLEPCZYNSKI

Email:******************@*****.***

PROFILE

Accomplished professional with over 15 years experience in the Financial Sector; 12+ years specializing in the Information Technology field encompassing Business Strategy, Program/Project Management, Client Relations, Change Management, Financial Management, Interdepartmental Coordination and Administration, Resource Management, Strategic Business Planning, Technology Transfer, Software Development/Integration, Report and User-Interface Design.

Proactive leader with a Masters certificate in project management. Experienced in Waterfall Scrum and Agile methodologies. Proven leadership skills in full cycle project planning and software implementation utilizing a variety of different project management methodologies. Articulate individual who combines solid business acumen with strong technical knowledge.

EMPLOYMENT HISTORY

Sunlife Financial group

Oct 2014 – Mar 2015

Senior Project Manager

Managed client relations to ensure that project delivery expectations are specified and met

Created project deliverables that meet/exceed the project sponsor's specified expectations

Engaged project stakeholders and communicate project updates to ensure buy in and project success (examples: meetings, status updates)

Provided clear direction and motivation to project staff

Successfully manage project changes, risks, issues and actions

Work with multi site project teams across time zones

Manage all phases of IT application projects from initiation to closure while leveraging best PM practice standards and processes

Understanding of Software Development Life Cycle (SDLC)

Develop detailed work plans, project schedules, estimates, and resource plans

Experienced in CPM and Pert methodology

Implemented cloud computing with their offshore provider on insurance claims

Experienced implementing Service as a Service

Worked with third party vendor on implementing cloud computing.

BMO Financial group

Mar 2014 - Aug 2014

Senior Program Manager

Responsible for the implementation of a new on line authentication for Investor Line Clients.

Conducted regular meetings with the BMO Project Control Office team

Managed a budget of over 3.5 million dollars on the initiative using Clarity application on a monthly basis.

Worked with a variety of asset classes, Fixed Income, Equities, Foreign Exchange and Derivatives.

Reviewed and obtain approval on workflows of the new application from business and operations stakeholder.

Interfaced and managed working with other project manager on infrastructure implementations.

Ensured that all project documentation was uploaded and stored on Sharepoint for audit and compliance requirements.

Coordinated and managed all change management requirements for the new application

Successfully worked with the business to ensure that requirements were in scope for the initiative.

Successfully worked with architecture team to ensure that the initiative is in line with BMO’s core architecture.

Worked in detail on the initiative with Corporate Compliance on the implementation of an external facing application.

Successfully worked with security teams to implement the initiative.

Experienced in PERT and CPM methodologies.

Negotiated with a variety of vendors which were required for the initiative.

Build and establish rapport with clients and management for the initiative.

Review and develop weekly dashboards on the progress of the initiative.

Interact with multiple vendors who aided in the implementation initiative.

CIBC

Apr 2013 – Jan 2014

Project Manager

Responsible for amendments and enhancements to Dodd Frank system for CIBC.

Worked with New York and Toronto compliance teams to address fixes related to Dodd Frank and LTR processes.

Responsible for the implementation of EMIR regulatory initiative.

Review periodic Dashboard reports on the current initiative and future opportunities and any issues with senior executives.

Successfully presented to CIBC Project Control office on status of Dodd Frank and EMIR implementations.

Ensured all documentation was uploaded to Sharepoint repository for internal audit requirements.

Indepth knowledge to Canadian Swap Reporting.

Worked with local IT infrastructure teams implementing could computing solution.

Manulife Financial

Nov 2010 – Mar 2013

Senior Project Manager – General Funds Investment Division

My teams were responsible for delivering a variety of technology solutions to Manulife Investment Division which met the technology needs of the Front Office teams internationally. Managed over three million dollars of initiatives for Manulife Financial internationally

Responsible for implementation of a major Bloomberg initiative to upgrade from Bloomberg Now to Bloomberg Next.

Responsible for and acted as hands-on developer for delivering enhancements or new websites for John Hancock external facing websites.

Successfully presented multiple items on a monthly basis to the Project Control Office

Responsible for replacement of a real time accounting interface face from Bloomberg utilizing Bloomberg GNet product.

Managed a variety of new systems which were part of IBM BPM software. BPM allows to integrate requirements to development in an Agile environment.

Lead/managed strategic projects or a portfolio of projects or programs as required ensuring that they were delivered on time and within budget and quality targets.

Developed the change vision and strategy by modeling the required behaviors.

Responsible for fully staffing, developing, motivating, mentoring, challenging of project team and support teams.

Developed and managed department and project budgets.

Developed a communication plan and effectively communicate status to key stakeholders, as well as making presentations to Steering Committee and Senior Executives

Experienced implementing Service as a software.

Provided input into vendor negotiations and managed vendor within overall parameters of contract.

Assessed new technologies/processes and evaluated the risks and benefits to ensure it aligned with business strategy. Helped business owners understand how technical tradeoffs influence their technology strategy.

Management of the off shoring relationship for General Funds Investment Systems

Completed all change management requirements ensure all Approval were obtained and stored for internal audit and business.

Completed and obtained stakeholder approvals on all change and workflows which were created.

Worked with IBM vendor to implement desktop and laptops for all required users.

Scotia Capital

Apr 2005 - Nov 2010

Director - Business Analysis, Global Equity Finance/Prime Brokerage

My teams were responsible for delivering technology solutions and support to Capital Markets Group – Global Equity Finance, Prime Brokerage business lines to meet their needs and priorities, ensuring that they were on time and within budget.

Managed an operating budget of 45 million dollars a year on projects and support

Successfully facilitated the implementation of the Workday version 17 application enterprise wide for the Bank of Nova Scotia.

Workday is an application which allows for tracking human resource functions such as compensation, absence, performance management and time tracking or resources which work for the organization

In utilization of Workday in the early stages of a project allowed for navigating new projects to success at the initiation phase of a project

Coordinated with in house system architecture teams to implement the Workday application

Transitioned day to day support of the Workday application to our off-shore on site partners counseling, supervision, guidance, coaching and performance feedback to staff.

Created and maintained the project plan along with providing project status updates to senior Human Resource executives

Worked closely with Human Resource users for User Acceptance Testing and production go live sign off

Conducted monthly meetings on all projects to the Scotia Project Control Office

Coordinated system integrated testing along with the testing plan with our off-shore partner

Provided leadership and strategy to a team of over 30 Business Analysts (full-time, co-op, contractor and consultants). Responsible for recruitment and staff development by providing ongoing counseling, supervision, guidance, coaching and performance feedback to staff.

Simultaneously managed multiple multi-million projects by chairing Steering Committee meetings, managing project plans, updating project status to stakeholders and ensuring all aspects of SDLC are completed, as well as full documentation for SOX and Audit.

Responsible for creating strategies and delivering system solutions to Scotia Capital Security Lending/Borrowing and Prime Brokerage users globally.

Lead and managed a team which was responsible for the implementation of external facing connectivity for Global Prime Brokerage applications.

Managed business and system analysis for enhancement requests, produced and presented business proposals to stakeholders. My team produced detailed technical specifications, designs, time and cost estimates and managed coding delivery (through a team of over 20 developers).

Managed budget for Capital Markets Group by providing frequent status updates to stakeholders and discussing annual budget proposal with business partners.

Build credibility, established rapport, and maintained communication with stakeholders at multiple levels, including those external to the organization.

Ensured that Sarbanes Oxley regulations and internal audit regulations were met in the implementation of any new system implementations.

Provided business support to all global trading units across Canada, United States, England, Ireland, Latin America and Singapore.

BMO Financial Group

Aug 2003 - Apr 2005

System Manager - Enterprise Risk and Portfolio Management

PROJECT MANAGEMENT

Coordinated with various Project Development teams to ensure the timely conversion of RG04/RG15 to production code prior to all system releases.

Ensured the integrity and security of the On-Line Strata Control File. As such, all changes, either strategic or functional, must be reviewed and signed off by the System Manager.

Coordination of semi-annual BCP testing.

Experienced in ITIL, Agile, Waterfall and SCRUM project management methodologies.

BUSINESS MANAGEMENT

ALD Strategy Deployment, the strategies that were deployed within the Strata Control File reflected the true intentions of the strategy owners. The deployed strategies must maintain a reasonably consistent structure to enable all segment managers to follow each other’s changes, if necessary.

Strategy Documentation, Ensuring that strategy changes are properly documented according to CDM standards prior to sign-off.

Bank of Montreal

Aug 1999- Aug 2003

Manager, Business and Technology

Investment Banking Group Services

PROJECT MANAGEMENT

Coordination of Y2K initiative for International Service Centres, Canada

Technical Lead and Project Manager for two initiatives entailing the transfer of Trade Finance processing from Guangzhou and Beijing, People’s Republic of China (PRC) and Chicago, Ill. to Toronto, Ontario. For each of the foregoing initiatives, customer service levels were maintained or improved and integrity of accounting records was sustained.

For the PRC project, implemented an imaging technology platform and created a Virtual Private Network (VPN) to access the Bank’s CWAN, thereby allowing PRC branches to gain access to the required mainframe application. Implementation of this technology also eliminated significant annual telecommunication charges.

With the change from mainframe technology to server technology for the Trade Finance Line of Business, managed the rollout of Personal Computers across Canada, the United States and Asia.

Managed the technical requirements (Voice/Data) for the renovations of the International Operations Centre in Toronto in concert with internal Bank departments, external construction and telecommunications personnel.

BUSINESS MANAGEMENT

Client specific reporting/accounts receivable for our U.S. client base.

Investigations tracking for Correspondent Banking Services which encompassed the initiation, tracking and resolution of client enquiries with the added benefit of adding to the historical profile of the Client Bank. Results were positive for both client and staff in short order.

On-line forms for Applications for Documentary Credits, Standby Letters of Credit, Guarantees and Documentary Collections were created to facilitate customers needs for self-serve, as required, forms which also had the benefit in reducing forms creation and storage costs, as well as being able to effect change control over Bank contents.

Unique customer identification program to augment existing database integrity rules and avoid potential for customer identifier duplication.

TECHNICAL/BUSINESS INTEGRATION

To facilitate the change in process/thinking for personnel from a mainframe environment to server technology developed a standalone version of the new processing application for hands on training for 120 employees.

BANK OF MONTREAL (Investment Banking Group)

Oct.1997 - Aug.1999

Manager, Electronic Access & Support, Trade Finance

Responsible for the installation, support and training of the Bank’s corporate clients using “Tradevenue”, the front-end application for the Trade Finance line of business.

Technical resource to Trade Finance Sales staff in providing demonstrations of front-end product and liaison work with respective corporate client’s technical staff.

Designed, developed and implemented a Trade Finance client database for Marketing personnel for research purposes. Database was accessed though a familiar Windows interface using MS Access to query a DBII database.

Enhanced an existing marketing tracking database using a Sybase database engine with a PowerBuilder front-end.

Enhanced sales efforts of Marketing staff through development of customized reports for corporate clients though Crystal Reports or InfoMaker.

BUSINESS APPLICATIONS

PCCG/PCG LENDING CCAPS

IB-CCAPS

BURLINK (Credit Bureau Reporting System)

ACAPS

TRADE FINANCE Documentary Letters of Credit

Standby Letters of Credit / Guarantees

Documentary Collections

Clean Collections

GLOBAL PAYMENTS SWIFT, BESS, Intellitracs, Intellimatch,

International Banking General Ledger Systems

CORRESPONDENT BANKING Correspondent Banking Deposit Systems

REGULATORY OFAC screening (U.S.A. Regulation), Dodd Frank,

EMIR, Basel I & II, Volker, Basel I & II, FACTA

CAPITAL MARKETS ION Trading, Depository Trust Company (DTCC),

Canadian Depository for Securities (CDS=X),

Softek, Bloomberg POMS/AIMS/SEOMS/TOMS,

Reuters, Syncova, Loanet, Pirum, Broadridge,

Arrow, Equilend, Algorithmics (RiskWatch),

Interwoven (Scrittura), Fundmanager, Netik,

Reuters,4Sight, Xtrader, Optics, Wall Street,

Workday, Clarity, Charles River

COMPUTER APPLICATIONS

OPERATING SYSTEMS Windows XP, Windows 7, Windows 8, Unix, AIX, Sun

Solaris, VAX-VMS, MS-Dos, Tandem

DATABASE Sybase, MS Access, DBII, DBII UDB, Microsoft SQL

Server, Oracle

PROGRAMMING LANGUAGES Turbo Pascal, Assembler, Cobol, PowerBuilder, #C

C++

TESTING TOOLS Load Runner

REPORTING TOOLS HTML, Visual Basic, Java, Visual Interdev,

Cold Fusion Studio/Server, Business Objects,

Seagate Crystal Reports Adobe Macromedia

Dreamweaver, Cognos, Crystal

NETWORK Critix, MS Exchanger Server, Apache, IIS, Web Logic

SOFTWARE Word, Excel, PowerPoint, Outlook, Visio,

WordPerfect, Lotus

Notes, MS Project, Adobe® Acrobat® product

family

EDUCATION

D.E.C. Computer Sciences 1995 - 1997

John Abbott

Ste-Anne-de-Bellevue, Québec

D. E. C. Health Sciences 1992 – 1995

John Abbott

Ste-Anne-de-Bellevue, Québec

CERTIFICATES Certified Novel Administrator (C.N.A.)

Microsoft Certified Systems Engineer (MCSE)

Microsoft Certified Database Administrator (MCDBA)

Business Objects

Masters Certificate in Project Management

LANGUAGES English, French, Polish

REFERENCES Available on request

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