Senior Project Manager

A result-based Financial Services project manager professional (PMP) with 20+ years of project, change and relationship management expertise within transformational Credit Card and Wealth Management programs

A confident and focused leader, who came up the ranks from technology into business and can effectively bridge the gap between those two worlds.

A certified coach who understands how to build effective, collaborative teams and relationships across diverse organizations to successfully plan and deliver complex projects.

A savvy influencer comfortable gaining consensus or expediting forward movement within projects that need ‘turn-around’ actions in an artful manner.

An effective communicator possessing the ability to convey information using varied tools at all levels within the organization from business or development analysts through to senior executives.

A critical thinker that ensures appropriate inclusion & focused leadership to ensure teams absorb issues, generate the options, effectively debate, socialize as required, generate a solution & implement.

Competencies & Skills

PMP Certified

Change Management

Go-Live Planning

Organizational Readiness

Release Management

Software Development Lifecycle (SDLC)

Risk Management

Communications Planning

Quality Assurance Management

Transition Coaching

Workshop Facilitation

Team Building

Data Mapping/Conversion

Business / Systems Analysis

Business Process Mapping

Work History Summary

Company

Position (Years)

From

To

Sentry Investments

Business System Consultant (.5)

2015

current

Canadian Banks and Credit Unions

(CIBC, TD, BMO, Meridian)

Project Manager (7)

Business Consultant (1)

2006

2015

Manulife – Information Systems

Business System Analyst (1.5)

2004

2005

Markham Hydro

Project Manager (.5)

2003

2004

CGI (for TD Canada Trust)

Project Manager (2)

2001

2003

International Financial Data Services

Team Lead (5)

1996

2001

Fidelity Investments – Info Tech

Project Manager (1)

Business Systems Analyst (2)

1993

1996

GE Capital Technology

Project Manager (2)

Business Systems Analyst (2)

1989

1993

JNC Consulting Inc.

Professional Coach (Certified)

2008

Current

Professional Development & Awards

PMI Member, PMP certified

CTI Certified Professional Co-Active™ Coach (CPCC)

Planning and Control Inc., Project Leadership Course

CCR Global, Organization & Relationship Systems Coaching

Franklin Time Management Course

St. Clair College, Business Administration, Dean’s List and Honor Role

CIBC – Achiever Award (2)

Manulife – Letter of Recognition

Assignments

Sentry Investments – Information Business Solutions & Data Governance, July 2015–current

Position: Consultant

Responsibilities:

Facilitated the development of enterprise wide integrated system schematic, necessary to the design of data warehouse / data mart models and delivery approach.

Prepared and presented Discovery Findings and Recommendations to C-Level management

Managed Issues Resolutions

Meridian Credit Union - Commercial Lending and Origination, February – April 2015

Position: Consultant

Responsibilities:

Led scoping sessions to elicit business and infrastructure requirements for Commercial Lending and Origination Project resulting in a Business Solution Overview and a comprehensive Business Requirements Matrix.

Developed data source conversion tables required for system conversion e.g. risk ratings, users / security set up

Diagrammed current and conceptual future state systems / infrastructure architecture to assist Executive decisioning.

CIBC, Human Resources - Governance and Controls, March 2014 – June 2014

Position: Consultant

Responsibilities:

Developed an Executive Project Dashboard with a risk-based view for all HR Regulatory, Reporting, Operations and Governance projects

Drove the change process with the HR Directors to implement supporting business processes.

Created the Quarterly HR Executive Project Summary Report for senior executive management.

TD Bank, North American Credit Card Technology, Oct 2013 – Feb 2014

Position: Senior IT Project Manager

Project: MBNA Credit Card Conversion – Risk Management/Origination and Adjudication

Objective: Develop a web-based application (FICO OM4) to originate and adjudicate credit card risk for new and existing cardholders and provide a GUI for additional credit analyst action.

Responsibilities:

Rapidly assessed the current state of the project and developed strategies with the project team – onsite and offshore to appropriately determine and contain scope

Solidified the mission critical business requirements while being rigorous with change management

Collaborated with the Executive Management Team to effectively drive the re-negotiation of the vendor’s Statement Of Work

Ensured deliverables aligned with the projects critical milestones and the delivery of a foundational application base to SIT.

Bank of Montreal, P & C Credit Cards, PMO September 2010 – December 2011

Position: Senior Project Manager

Projects:

Diner's Credit Card North America - Payment and Travel Addendum Conversion

Objective: Convert batch transmissions from Citi to BMO servers and systems new book of record (TSYS) and to manage change effectively as it applied to the new Business Operating Model (BOM).

Diner's Credit Card North America-Western Union Conversion/Online Personal Payments (CAM)

Objective: Build a new online payment product used by clients and BMO Travel and Expense Administrators.

Diner's Credit Card North America - Harris Bank Master Service Agreement

Objective: Create a new Master Service Agreement between BMO and Harris Bank including cost modeling, schedules working with legal, risk, fraud, compliance and all service areas.

Responsibilities:

Confidently brought calm consideration (and fun) into the mix whilst simultaneously keeping pace with the challenging demands of many significantly diverse and complex IT and business projects

Ensured that each project team (located across North America and offshore) excelled and succeeded at delivering to their aggressive schedules while focusing on the over arching program strategy

Accountable for gathering and reporting into the Program, all project work effort estimations/actuals, financials, shared resource scheduling, plans, risks, issues and change management.

CIBC Wealth Management, Business Change Management, July – August 2010

Position: Project Manager

Project:

TFSA/QESI – New Product Launch for Personal Portfolio Services (PPS)

Objective: To offer TFSA/QESI product to account holders for CIBC High Value Personal Portfolio Services

Responsibilities:

Fast tracked the project initiation phase for 2 very specific initiatives that I had previously managed (2008) and had been deferred for future consideration.

Applied extensive and deep knowledge of the product and organizational structure to provide the means to navigate swiftly to complete the gap analysis.

Managed the quality delivery of regulatory compliant business requirements.

Bank of Montreal, P & C Credit Cards, PMO May – June 2010

Position: Consultant

Project:

Online Banking Messaging Project (Credit Card Marketing Ad Campaigns)

Objective: To support new sales initiatives via online banking marketing ads for both First Bank Card (FBC) and MasterCard.

Responsibilities:

Quickly and adeptly determined the ‘lay of the land’ within a complex environment/ project

Developed the Work Breakdown Structure and Gantt charts to determine the critical path required to develop the program

Produced a change management schedule for the launch of various campaigns over the next year.

CIBC Wealth Management, Business Change Management, Sept 2006 – Oct 2009

Position: Senior Project Manager

Projects:

Client Mail Handling Enhancements

Objective: To reduce fraud and liability risk and increase by enhancing the returned mail process.

TFSA/QESI –New Product Launch

Objective: To offer new Tax Free Savings Account and Quebec Education Savings Incentive products.

Platform Integration - Conversion

Objective: To transition mutual fund assets from one book of record to another (Unitrax-iFast)

Responsibilities:

Effectively applied SDLC and PM best practices to ensure all projects met their critical success factors.

Vendor relationship liaison such as IFDS and INTRIA

Manulife Financial, Wealth Management, June 2004 – November 2005

Position: Business Systems Analyst

Projects: Maritime Life Integration

Objective: To strategically transition and integrate the Maritime business processes, resources and systems into the Manulife organization which included the business processes to Manulife resources.

Responsibilities:

Responsible for managing all system integration issues across the program sub-projects spanning 5 vendors, 6 project teams and 2 diverse corporate cultures

Attended to HR retention risks prior to pre/post cut-over.

Developed a skills matrix to ensure the best resources were retained along with a knowledge transfer transition program.

Contact this candidate