GEORGE DEMARCHI

416-***-****

ad1c9s@r.postjobfree.com

https://www.linkedin.com/in/george-demarchi-57610a?trk=hp-identity-name

Program and Project Management Experience

George has managed business and technical projects and programs ranging from $1MM to more than $40+MM in a variety of industries including Financial Services, Health Care, Telecom and Utilities/Energy/Mining. He also has Secret security clearance. He is a Digital Transformation customer centricity recognized expert.

George has:

Extensive experience managing project and program deliverables (Project Management Life Cycle) including Charters, Governance, Project/Program Management Plans, Risk Management Plans, Communications Management Plans, Resource management Plans, Budgets, Schedules, Activity/Gantt Plans, etc

Extensive experience managing cloud based and on-site projects

Extensive experience managing business (creation of companies, acquisitions, spin-offs, Quality metrics, Customer Service, etc) and technology projects (application development, integration, infrastructure, COTS, etc)

Extensive experience managing the writing of RFPs, selecting and managing on-site vendors and off-shore companies

Extensive experience in the Board room and managing teams

Efficient and effective communicator

Extensive experience with the development of human interfaces for user friendliness and early adoption using iterative processes

Extensive experience managing large enterprise wide data governance initiatives

Extensive experience managing Identify Access Management solutions

Extensive experience with EDW and BI tools

Extensive experience with COTS (18 implementations)

Extensive experience with data Analysis and mapping

12 years of SDLC (Agile / Scrum Master – Phased waterfall - Waterfall)

10 years of infrastructure experience

8 years of ERP work

Experience with CMMi processes

Extensive experience managing the implementation of ITIL ITSM solutions

Mergers and acquisitions and spin offs – mBanx (Bank of Montreal branchless bank), Intria Corp (CIBC spin off), Teleconsultants (Deloitte Consulting acquisition), Winfund (Aithent acquisition), Empire Life Investment Inc – ELII (Empire Life new investment company and merging Empire Life investments into ELII

Member of the strategy groups at Ernst & Young Management Consultants, Deloitte Consulting, and IBM Consulting Group

Areas of Knowledge

Industries

Financial services experience: Banking, wealth management, capital markets and insurance expert – Managed projects with CIBC, TD Canada Trust, BMO, RBFG, Manulife, Empire Life, JPMorgan Chase, MetLife, Medavie Blue Cross, Health Alliance Plan, Brookfield Renewable Energy (Global Treasury Management)

Health care experience – managed projects with Manitoba eHealth, Medavie Blue Cross (Federal Health Claims Processing Services), Health Alliance Plan (Henry Ford Health System Processing services)

Energy and utilities experience – Managed projects with Brookfield Renewable Energy (Green Electrical Producer - Global Treasury Management), with Unisys/Ontario Hydro (Electrical Utility - Energy Management System), with Ernst and Young: Hydro Quebec (Electrical Utility - Performance Improvement Portfolio), IPL (Gas Producer), Centra Gas (Gas Producer and distributor), Enbridge (Gas distributor), Cameco (Uranium) and others.

Telecommunication experience – Bell Canada/BCE, Ameritech, Clearnet/Telus, Sprint Canada, Primus and others

Project management tools: MS Project, MS Project Server 2013, Clarity, Oracle Primavera, Merlin, TFS

Project methodologies: PMI, PMBOK, ITIL, Prince II

SDLC: Agile, Waterfall, Phased Waterfall, RUP, RAD, Scrum Master, UML

Architectures: 3 tier, N-tier, Client/Server, Mainframe

IAM technologies: Oracle IAM suite, SailPoint IdentityNow, ForgeRock, SAP GRC, CyberArk, Fortanix,

Feeds : Bloomberg, Reuters, Marketwatch, etc

Enterprise applications implementations (COTS): Unitrax/MPower (Empire Life), BMC (CIBC), SRM (CIBC), Siebel CRM (McGraw-Hill, GWL, RBFG), SAP Financials (Nortel), Clariion, Custom built energy management system (Ontario Hydro), Murex (RBC Dexia), MS/Dynamics/Portia (Portfolio Management tool – Empire Life), Oracle eBusiness (MCCR, Sprint), IFS/IT2/ Wall Street Systems, and XRT-Sage X3 (BBCC), SWIFT (BBCC), MS Dynamics/Scepter (MBC), HP Service Manager (MBC), CDANet (MBC), MaxiDent (MBC), Cherwell (MBC), Imperva (MBC), iFast/Unitrax/Mpower (IFDS), Blackline, Trintech, ECM (Enterprise Content Management), SAP GRC/IAM (Cameco), SAP GTM (Cameco), SAP SD (Cameco), SAP MM (Cameco), SAP CPE (Cameco), SAP BRF+(Cameco), SAP Treasury (Cameco), SAP SCM (Cameco), SAP MoC (Cameco), SAP EC (Cameco), SAP Financials (Cameco), Capital markets (CIBC, Cameco), Risk management (CIBC, Cameco, Brookfield), Derivatives (Cameco, Brookfield), SAP PM (Cameco), Sigga, DGI, SAP Inventory (Cameco), FCL (ORACLE-JDE).

Technologies: Java, .Net, SOA, LDAP, MQ series, Silverlight, cloud, Falcon, SaaS, Portia, Tandem, PlanView Portfolio Management, IAM, Cloud/CPS, AI, Robotics, mobile, PowerBuilder

BI tools: IBM Cognos, Oracle, Informatica,

Databases: Oracle, DBII, INFORMIX, SQL server, Oracle EDW (Enterprise Data Warehouse)

Application and http servers: Websphere, BEA

Reporting tools: Crystal, Cognos, custom built

Operating systems: MVS, CSC, RACF, ACF2, NT, Windows 7, UNIX, CMS, VMS, Solaris

SAAS/COTS packages and systems: GuideWire, People Soft, Unitrax, MPower, Portia, SAP, BMC, Tivoli, Siebel, eCapsil, cCapsil, Ingenium, Vantive, Clarify, IFDS, GL (General Ledger), Fraud Management Solution/AML, Falcon, custom built applications for SaaS providers

ETL tools/enterprise buses: Pentaho, iWay, Websphere, Informatica

Microsoft Productivity tools: MS Word, MS Excel, MS Power Point, MS Visio, MS Project

Networks – LAN/WAN/Intranet/Internet

Professional Experience

All project work required management and reporting of day-to-day business, technical and operational tasks and the creation of key deliverables including but not limited to Project Charters, SOWs (internal or external RFP-RFQ-RFI), Tailoring documents, Compliance documents, Detailed Project Plans and Budgets, Communications Plan, Resourcing Plans, QA and Training plans, Project Progress Reports, Risk and Issue Management plans, Steering Committee Meetings and Project Close-out reports

Self-Employed - January 2001 to Present

Senior Project Manager, Program Manager and Senior Consultant

FCL – Sr PM/program Manager – EV, Ashcroft Terminal automation, Planful and Digital AR transformation

Dec 2021 to May 2023

Managed the following projects:

Digital AR Transformation Program

Managed the definition of requirements, the RFP and due diligence to leverage existing projects and implementations versus selection a new 3rd party software to automate and realize efficiencies in the Credit and Charge Card management solutions. Identified more than $36MM in efficiencies in the Credit Solution and more than $50MM of revenue improvements in the Charge solution.

Planful

Implemented Lake Country Coop (15 locations and 15 licenses). Worked with CFO as an integration partner. Obtained approval to implement another 160 locations. Integration with JDE and the mainframe.

Electric Vehicle Program

Implemented Shell Recharge solutions across HWY 1 and obtained approval to spend $10MM for the implementation of 34 locations across the BC Corridor

Ashcroft Terminal Automation

Automated the management of the Ashcroft Terminal. TMS server, PLC, SCADA, integration with mainframe and EDI for bill of lading, integration with MicroStrategy and Teradata for compliance and reconciliation reports, security camaras, high speed fibre network and Control M scripts for movement of files between SFTP sites.

GoM – MPI (Manitoba Public Insurance) - Senior PM – Digital Transformation - ICAM and PAM

Jul 2020 to Nov 2021

Managed the implementation of an enterprise cloud based ICAM and PAM solutions utilizing an agile methodology with 2 weeks sprints and ADO and aligned with the quarterly Program Increment Agile Safe MPI methodology for delivery of the work. Managed the definition of requirements the creation of the RFP, the selection of the system integrator vendor, the evaluation of IGA vendors and the implementation, testing, move to production and transition to operations of an Identity, Credentials and Access Management (Azure AD) including a Privilege Access Management solution (ISSS/Thycotics and CyberArk) solution. The work included: Establish an Organizational Framework, an ICAM centralized capability, onboarding of users and applications, integration with PKI (Fortanix), establish an IDP (Identity Service Provider) and update service cards and policies and standards. Alignment with the Program increment Agile Safe MPI methodology for delivery of the work

ArcelorMittalDofasco (AMD) – CGI – SAP Fit Gap

Mar 2020 to Jul 2020

Senior Program Manager – Digital Business Transformation

Evaluated the data migration needs and the process gaps to leverage the Arcelor Mittal USA SAP Hanna S4 into AMD (Hamilton. ON) for SAP Financials/RTR, PTM, ITP, SD/LTC, QM, PD/CMD (Customer Master Data – EDW), PTP including WRICEFs (Workflow, Reports, Interface, Conversion, Enhancements, Forms). Other work included infrastructure e, Testing, Data Architecture, OCM, Solution Architecture and Legacy Remediation. Estimate of costs and benefits (business cases)and integrated implementation project plan. Agile, 4 weeks Sprints (Activate methodology) /scrum master

Cameco – Aug 2019 to March 2020 – Saskatoon – Cigar Lake

Sr. Project Manager/Program Manager – Scrum Master, Digital Transformation Strategy - $2MM

As part of a $100MM portfolio to create the autonomous mine in 3-4 years, I am currently managing a digital transformation program to position Cameco as an Industry 4.0 company (cloud (CPS), mobility, robotics, IoT, IIoT, AI). I manage the work from the definition of requirements to the actual delivery of the solution, ITIL service based catalogs and transitioning to maintenance and support. The work involves significant data conversion and clean up as well as process reengineering.

Key projects include:

Mobility for Work Management (Enterprise Asset Management) and case management– SAP/Sigga

Mobility for Materials Management (Inventory Management) and case management– SAP/ Sigga

Mobility for Operators Care Rounds and cases – SAP/ Bentley and Sigga

Robotic Vending machines – SAP/DGI

Surface and underground WiFi

The solutions implemented integrate with SAP PM, SCM and Inventory via Netweaver and included Microsoft ADFS, Okta, SAML 2.0. The work also involves significant change management and training since it is a new paperless way of working. These solutions are and will be implemented at Cigar Lake, Key Lake and McArthur River sites as well as in Saskatoon.

Ministry of Energy and Resources, SK – March 2019 to Jul 2019 - Regina, SK

Sr. Project Manager / Scrum Master – Pipeline Registration Systems

I was called in to rescue a project to automate the pipeline registration system. It was an 8.5 months project that spent about 5 months developing requirements. The budget was projected to be going to 118 % (maximum allowed was 110%) and the delivery date was questionable. The work involved the development of 120 screens, 500,000 lines of code, spatial (Shapefiles – GIS) and data conversion, integration with IRIS, 4000 lines of test cases and more than 2000 events. The budget was about $2MM and managed 2 business analysts, 2 architects, 7 developers and more than 10 SMEs. I reorganized the project, developed a detailed project plan to achieve the completion of the work by the delivery date and delivered the project on time, at 107.5% and with high quality (only 1 defect per thousand lines of code (industry average is 30-50)).

CBS (Canadian Blood Services) - Ottawa based – National scope

Sr. Project Manager / Scrum Master - Donor experience Feedback Management Solution - $2MM

Jul 2018 – April 2019

For 6 months CBS was trying unsuccessfully launch the subject project. In 6 weeks after they hired me we had the project organized and an RFP to the acquisition of a cloud-based solution across multiple channels (email. Phone, Facebook, Web chat, Twitter, Instagram, etc) approved and sent to 8 vendors. We evaluated responses and selected a vendor.

We deployed nationally to 35 permanent clinics, 28 mobiles clinics and the National Contact Centre. We used an Agile approach with 3 weeks sprints / Scrum Master and an integrated plan. We selected best in class Clarabridge and Customerville platforms, cloud-based solutions. Completed the pilot work mid December 2018 including bidirectional SAP CRM interfaces (SAP CRM is the authoritative source of data), case management, ITIL based service catalogs, data analytics, sensitivity analysis and donor feedback management. Deployment completed end of Feb 2019.

Bank of Canada - Ottawa, Toronto and Montreal

Sr. Project Manager/Program Manager – Scrum Master, Currency Renewal Program

Jan 2018 to Jun 2018 -

Developed business, project plans, RFP requirement and evaluation criteria to replace the Bank Notes Processing Systems and cash management integration. $30MM program budget as part of $100MM bigger program. Wrote RFP for the acquisition of the bank notes processing systems and project management plans, project plans, risk management plans, evaluation criteria, governance documents, communications plans, develop budgets, conducted vendor site visits and lead discussions with steering and senior stakeholders.

Cameco - Saskatoon-SK, Port Hope-ON, USA, Australia, Europe

Jun 2016 to Dec 2017

Program Manager / Sr. Project Manager – Scrum Master - Digital Transformation - Marketing Solution migration (contract to cash automation) – Digital Transformation - $15 MM

After several failed attempts to deliver this project with IBM and PWC (3 years and several million dollars) I was called in to deliver the work. I managed the migration and automation of 350 uranium contracts (multiple materials, currencies, countries, compliance requirements, inventories, etc) from a legacy system to SAP (CPE for pricing; GTM for contract, BRF+ for logic, DCS for derivatives, MM for purchases, SD for sales, GRC/IAM for access control, SAP Inventory and SAP Financials) utilizing agile methodology (TFS - 3 week sprints) / Scrum Master. Integration with SAP Financials and SAP Treasury (Capital markets, Cash management, debt management, Risk management). Data governance strategy and implementation for contract data in SAP. ITIL based service catalogs. Compliance with SOx. MS Project Server. About 500 transports. The automation enabled the reorganization and centralization of the Sales and Marketing functions delivering $10 MM is savings.

Sr. Project Manager/Program Manager – Scrum Master, Environmental Compliance

Managed the implementation of an environmental compliace SAP solution (SAP EC) with the Fuel Services divisions for environmental management. Implemented SAP GRC/IAM for access control and management

Management of compliance data for regulatory purposes. MS Project Server. Agile TFS (4 weeks sprints)/Scrum Master

Sr. Project Manager/Program Manager – Scrum Master, Management of Change

Managed the implementation od SAP Management of Change to faciliate the management of the facilities change control processes and compliance with CSA N286.12. Migrating data from the current Delta system to SAP MOC. MS Project Server. Agile TFS (3 weeks Sprints) / Scrum Master. 7sites (100 transports). Implemented SAP GRC for access control and Management

Wawanesa – February 2016 to April 2016 - Winnipeg

Sr. Project Manager/Program Manager, Financial Reconciliation ($TBD)

Managed the data analysis, data mapping, functional analysis and feasibility of implementing a solution to enable the three way financial reconciliation between PeopleSoft GL (General Ledger), the source systems (GuideWire (Policy, Billing, Claims), DataHub, Property and Casualty, Actuarial System, WRS/PMS) and the EDW (Enterprise DataWarehouse).

Created the Charter, Risk Management Plan, Communications Plan, Resourcing Plan, Budget Plan, Data Governance strategy and drafted the Project Management Plan. Assessed vendors such as Blackline and TrinTech versus a custom built solution. In the process of obtaining approvals or cancellation of project. MS Project Server 2010.

IFDS – June 2015 to December 2015 - Toronto

Sr. Project Manager, Mutual Fund Onboarding ($2MM)

Managed the onboarding of the Standard Life mutual funds acquired by Manulife Financial including the data anlysis and data mapping,. The onboarding converted the mutual funds from Unitrax/MPower to IFDS iFast to provide all Transfer Agency functions and integrate them with the Manulife funds. Cloud based solution.

There were 56 mutual funds and 657 fund classes which have assets trading in the North American markets (Canada and USA). IIROC and SOX compliant. Bloomberg feeds.

The number of client accounts is more than 256,000 and the account mix includes fixed and variable income, registered and non-registered accounts such as RRSP, TFSA, regular investments and others including joint and individual ownerships.

Mapped and converted more than 15 years of historial information (850GB – Progress DB), 40 million transactions, integrating with existing funds, reporting client statements, FATCA, merging accounts, etc.

Integrated the solution with the EDW for BI and reporting purposes. Alignment with Data Governance strategy. ECM (Sharepoint) for project repository. Agile 4 weeks springs / Scrum Master

Risk and issue management plans and logs (impact, probability, pr iority, contingency, owner, issue actions). MS Server Project 2010.

Procom – March to May 2015 – Halifax

Sr Program/Project Manager, IAM Implementation proposal

Worked with PwC team in Halifax, Toronto, New York and Atlanta to manage a presentation, proposal and demonstration of Oracle IAM suite functionality for LoA1 and LoA2 (PanCanadian Standards) to assist the Province of Nova Scotia to migrate from their current platform to a proposed Oracle IAM suite. Evaluated SailPoint IdentityNow and ForgeRock alternatives. Analyzed integration with their existing environment, security architecture (servers, networks, databases, virus management, emails, etc) and management of 3rd party vendors approach.

Medavie Blue Cross (MBC) – March 2014 to March 2015 - Moncton, Charlottetown,Toronto, Montreal

Sr Program/Project Manager – Scrum Master – Digital Transformation - Federal Health Claim Processing Services ($15MM)

Managed for MBC the provision of services and the implementation of new services and applications on behalf of Veteran Affairs, RCMP and Canadian Armed Forces for dental and pharmacy claims processing using CDANet, Long Term Care, Account Payments- Capital Markets, Treasury, wireless access, online banking interfaces, collateral management, Claims Tracking, BI/Operations Management and Reporting (EDW), Disaster call centre/CRM consolidation and repatriation, and Recovery and Business Continuity. Financial Reporting to clients and Revenue Canada, Internal and External Sharepoint (ECM) for interexchange of documents including data governance and taxonomy, web portals for providers, clients and users information files (CIFs, UIFs), vendor selection, ITSM/ITIL (Cherwell), Database Activity Monitoring (IBM Guardium, Imperva, Oracle Audit Vault), Wireless access to portals, Audit, Provider Registration, QA, Financial Operations, Security and Privacy (including PIAs (Privacy Impact Assessments)and TRA (Threat Risk Assessments)) and development of multiple interfaces to their systems and internal interfaces using Power Builder. Implementing reporting utilizing the Oracle data warehouse (ISM)and Discover BI tool. Integration with Microsoft Dynamics (Financials). Server and voice (help desk and call centre)/data network upgrades to support the new applications and COTS and desktop roll out to support help desk and call centre . Multiple vendor management activities. Implementation work was conducted as follows: Phased waterfall for Long-term Care, Claims Tracking and CDAnet; Waterfall for interfaces; Agile for Web portals and human interfaces/Scrum Master. SOX and Risk management standards compliant. ECM (Sharepoint) for project repository. Data anlysis and data mapping for COTS and SDLC applications. Some cloud based and on site solutions. ITIL based service catalogs.

Data Management Governance strategy Identity Access Management work included the implementation of Imperva for Database Activity Monitoring, the integration of active directory, Sailpoint IdentityNow and single sign on with multiple applications and databases including ORACLE, Scepter, CDANEt, NPS, MS Dynamics, CMF, MES, IMS, Sharepoint and others including the definition of governance, user access by application and data, time of the day, multiple approval keys, encryption/masking, etc and compliance with Federal Processes and Procedures. Implementation of a global security infrastructure for servers, networks, access management, antivirus, email, firewalls, etc. Bloomberg feeds.

Risk and issue management plans and logs (impact, probability, priority, contingency, owner, issue actions). MS Project Server 2010

BBCC (Brookfield) Renewable Energy Partners – December 2012 to February 2014

Ottawa, NY, Rio de Janeiro - $7MM

Sr. Program/Project Manager – Scrum Master, Capital Markets – Digital Transformation - Global Treasury Management Solution ($5MM)

Managed the vendor selection and implementation of a Global Treasury Management Solution (250 companies, 300 bank accounts, GL (General Ledger) accounts, counterparties, payments, AML/ATF, collateral management, bank reporting, FX, IR, hedging,100% visibility of bank accounts, cash management, cash forecasting, capital markets (cash, debts, energy derivatives, investments), wireless access, EFT in a shared service structure. the data anlysis and data mapping for migration of data and interface building. Implementing IT2/Wall Street Systems and XRT-Sage, SWIFT Lite II, EFT and developing multiple interfaces (19) including to and from the IFS (ERP) system and migration of data including data governance and integration with EDW for financial planning purposes. Implemented reporting internally and to Revenue Canada utilizing IBM Cognos BI tools. Servers and voice (help desk) and data network upgrades and new implementations to support new IT2/Wall Street Systems/Sage X3 (Dev, System Testing, UAT, PROD, DR) and interfaces and desktop roll out to support help desk and new users. Multiple vendor management and integration activities. SOx and risk management compliance. ECM (Sharepoint) for project repository. Cloud based and ITIL based service catalogs.

Risk and issue management plans and logs(impact, probability, priority, contingency, owner, issue actions). Implemntation work was conducted as follows: Phased waterfall (Treasury Management – Cash Management, Debt Management, Payments, Cash Forecasting); Agile: Reporting and human interfaces/Scrum Master; Waterfall all integration interfaces. Bloomberg feeds

Data governance strategy and implementation. Identity Access Management work included the integration of active directory, single sign-on, ORACLE, IT2/WallStreet, IFS, ETS, Sharepoint, DW and others including the definition of governance, identity and user access by application and data, time of the day, multiple approval keys, encryption/masking, etc. . Implementation of a global security infrastructure for servers, networks, access management, antivirus, email, firewalls, etc.. MS Server Project 2010.

D+H - Oct 2012 to Dec 2012

Toronto, Ontario – Buffalo, NY

Sr. Project Manager, Lending Transformation Initiative – M&T Bank ($200K)

Project managed the implementation of CreditPath (personal and commercial, leasing, real estate, agriculture, special cases) including single client files and data mining capabilities.

Completed the SOW to implement CreditPath in a share services environment and finalized the resource plan and budgets of $15MM.

Empire Life (Provision IT) – October 2011 to August 2012 - Toronto and Kingston, Ontario

Sr. Program/Project Manager, Creation of ELII a Mutual Fund Corp – Phase II, Insurance, Wealth Management ($7MM) – Feb 2012 to Aug 2012

Project managed the migration of GIS, segregated, FoF, index and general funds Fund Accounting functions from Ingenium, cCapsil and eCapsil ($5B) platforms (including data governance and client information files) to MPower/Citi’s platforms and development 28 interfaces (GL (General Ledger), pricing, early morning cash, NAVS interfaces into Portia, Ingenium, cCapsil, eCapsil) and MS Dynamics. Managed data analysis, mapping and migration and development of the migration applications. Integrated the SAS solution into EL shared services infrastructure through the AML/ATF, IIROC, SOX and Risk Management compliant. ECM (Sharepoint) for project repository. Siebel CRM for for customer relationship management.

Servers and voice (help desk) and data network upgrades and new implementations to support new Unitrax/MPower (Dev, System Testing, UAT, PROD, DR) and interfaces and desktop roll out to support help desk and new users. Multiple vendor management and integration with EDW for BI and reporting purposes and other systems. Bloomberg feeds

Implementation work was conducted as follows: Agile data conversion, user interfaces and reporting/Scrum Master; Waterfall for interfaces

Data Management strategy. Identity Access Management work included the integration of active directory, single sign-on, Ingenium, MPower, Unitrax, Sharepoint and others including the definition of governance, user access by application and data, time of the day, multiple approval keys, encryption/masking, etc. Implementation of a national security infrastructure for servers, networks, access management, antivirus, email, firewalls, etc. Evaluated SailPoint and ForgeRock. Capital Markets payments/transfers. Risk and issue management plans and logs (impact, probability, pr iority, contingency, owner, issue actions). Property and Casualty. MS Project Server 2010.

Sr. Program/Project Manager, Creation of ELII a Mutual Fund Corp, Insurance, Wealth Management ($16MM) - Nov 2011 to Jan 2012

Project managed the creation of a new mutual fund company (corporation set-up) for Empire Life.

Responsible for the vendor selection and management and development of Custody (Segregated, GIS and Mutual Funds), Trust Accounting and MS Dynamics GL (General Ledger) interface, Fund Accounting, Collateral management, Tax including compliance with FATCA for US residents, non- residents, and US and non-US organizations doing business in the US and with operations offshore, Interfaces to Citi’s Unitrax and Portia, wireless access. The work included the data anlysis, data mapping, migration of assets from IFDS, Ingenium and RBC Dexia ($3B) to Citi’s Unitrax/MPower system which included the normalization and clean-up of 500,000 data records. The data cleanup included the categorization of data, data structure/model (existing and target), development of conversion programs/tools and verification, QA and conversion. The mutual fund company was seeded with $16MM. Built new data centre and relocated system. Opened 34 markets and converted everything back to Canadian FX. IIROC, SOX and Risk Management Compliant. Multiple vendor management and integration activities including EDW for reporting and BI activities. DCP support and configuration.

Implementation work was conducted as follows: Waterfall for interfaces and custody, Trust accounting, Fund Accounting and taxes; Agile for reporting and user interfaces/Scrum Master. Bloomberg feeds. ITIL based service catalogs.

Data management strategy. Identity Access Management work included the integration of active directory, single sign-on, Ingenium, MPower, Unitrax, Sharepoint. Property and Casualty and others including the definition of governance, user access by application and data, time of the day, multiple approval keys, encryption/masking, etc

Risk and issue management plans and logs (impact, probability, pr iority, contingency, owner, issue actions)

Sapphire/PGCI-LL - August 2010 to October 2011

Sr. Project Manager, Wininstall Replacement, Insurance, Wealth Management ($250K) – Jun 2011 to Oct 2011

Project managed the conversion of 503 Wininstall packages to InstallShield and managed the vendor selection process. The work involved the identification of the packages, application remediation requirements, chaining of packages (LANDESK 9.5) on both the XP and Windows 7 platforms and rollout to 15,000 desktops. It involved 15,000 users in a shared services environment. Agile work/ Scrum Master.

Sr. Project Manager, SW Change Management (SCM) Assessment, Insurance, Wealth Management ($200K) - Aug 2010 to Dec 2010

Project managed the assessment of an out of support ISPW implementation to determine whether to upgrade or to migrate to Changeman. Identified costs, managed vendor selection, technical and functional implications and made a recommendation for implementing the solution in a shared services environment. Mainframe, Servers and voice (help desk) and data network upgrades and new implementations to support new SCM and desktop roll out to support help desk and new users Canada wide.

Sr. Project Manager, Identity Access Management (IAM) Admin and Reporting, Insurance, Wealth Management ($250K) - Aug 2010 to Dec 2010

Project managed the feasibility of implementing a tactical solution/application, aligned with the corporate data management strategy, to automate the administration of Security Access and realize benefits across all environments. Analyzed SailPoint and. The

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