Mo Bhamra, PMP

Mississauga, Canada · adccsr@r.postjobfree.com · 416-***-****

Senior Program Manager

Senior Program Manager with over 15 years of senior management experience with success in delivering and leading major project initiatives within the financial sector. Assignments have included work in international trade, insurance, retail banking, commercial lending, wealth management, utilities, systems and technology. Functional skills include project management, business analysis, audit and reconciliation, information systems development, data conversion and regulatory reporting.

PROFESSIONAL EXPERIENCE

CDW – Senior Program Manager, Sep 2019 – Nov 2019

Mergers & Acquisitions – CDW to acquire Scalar (Q4, 2019)

Major Initiative to integrate Scalar as part of CDW and create a new portfolio of business & services at CDW-Scalar.

Created enterprise wide project plan(s) for Professional & Managed Services for CDW & Scalar.

Completed change management analysis including training and communication for current and future state with inputs into roadmap and strategic planning.

Responsible for creating weekly status updates for projects within the Services portfolio, including risk and issue assessment and presenting to functional leaders and executive stakeholders.

Formulated and chaired weekly steering committee presentations; comprising of portfolio status and critical path analysis as well as issue and risk mitigation.

Royal Sun Alliance – Senior Project Manager, Jan 2019 – March 2019

Small Business Insurance - Implementation of Digital Platform on Salesforce (Q4, 2019)

Major initiative to implement Small Business Commercial Insurance on the Salesforce platform using agile methodology. This will provide a digital insurance functionality layer to address broker issues, enhance underwriter flexibility and significantly improve customer experience.

Responsible for creating weekly status deck with project risks, financials and presenting to both functional leaders and executive stakeholders.

Responsible for managing both project plans and sprint planning and included; daily scrum meetings, bi-weekly sprint planning, backlog grooming and sprint status meetings.

Project charter completed and vendor SOW finalized with vendor on-boarded for sprint cycle zero to finalize timelines for solution and project scope sign-off.

Managed work package financials, scope and risk strategies, project forecasting including resource management, timesheet approval for all project and vendor resources.

Successfully achieved budget and scope agreement with both vendor and RSA business executives.

Royal Bank Capital Markets – Senior Project/Program Manager, July 2018 – Dec 2018

Finance Technology – Volcker and Regulatory Reporting

Supporting Finance Technology with project delivery for applications and initiatives within scope and budget. Systems included; Volcker reporting (data warehouse), regulatory reporting, risk reporting and back-office operations.

Worked in an agile environment as a scrum master and responsible for sprint management including; sprint planning, backlog grooming and daily scrum meeting with agile team.

Worked with business and technology to ensure that deliverables achieved the result that enables value creation and setting up appropriate governance and oversight for all projects.

Developed integrated baseline project plans, roadmaps and work package financials for all streams across Finance Technology.

Responsible for creating weekly status updates and all associated project management documents.

Facilitated schedule and cost forecasting, mentored project managers/team members during critical project risks encountered.

Managed all project communications including daily scrum updates to agile team, weekly status reports to project and business team and monthly status reports to executive stakeholders.

Identified and managed project costs and budgets (approx. $3.5M) across multiple financial applications.

Economical Insurance – Senior Project/Program Manager, June 2017 – March 2018

Major Initiative to Demutualize Economical Insurance into a Public Company

Support Sr. VP and executive stakeholders in building project plans/project dashboard decks and provide strategies for training, change management and overall project/program management.

Ensured that Public Company Readiness portfolio across functional groups have clear milestones, strategic alignment and optimization for 200 plus initiatives.

Created enterprise wide project plan(s) for all portfolio projects/programs within Public Company Readiness with resource capacity management.

Responsible for creating bi-weekly status updates for projects/programs within the portfolio and created portfolio performance tracking, risk and issue assessment and presenting to functional leaders and executive stakeholders.

Formulated and submitted executive presentations and quarterly board reports; comprising of portfolio status and critical path analysis to steering committee and executive board members.

Completed Maturity Assessment and Change Management for current and future state with inputs into roadmap and strategic planning.

Executive decisions accomplished by providing program risks, critical path analysis, initiative status and chairing monthly meetings with steering committee.

CGI Banking Practice – Senior Project Manager, May 2016 – June 2017

Mortgages and Lending

Major initiative to update mortgage lending system to incorporate new block of automotive loan business ($25M) to the existing mortgage origination system CLASS by allowing 10 days backdated transactions and existing back-office operations, from billing, collections and risk/financial reporting.

Responsible for creating bi-weekly status updates, project metrics, risk and issue assessment and presenting status updates to functional leaders and executive stakeholders.

Responsible for managing project plans using waterfall and issue and scoping strategies using RAID and change management.

Budget and project charter approved; managed work-package financials, project forecasting, scope and risk strategies and resource management for all project phases.

Successful implementation June 2017; enabled automotive lending on existing mortgaged/lending platform including payments, transactions and billing.

Global Trade Finance

Major initiative to replace CIBC Trade Finance system with CGI Trade360 ($55M), including back-office operations from payments (EFT, Wire, SWIFT), billing and collections and strategically aligned with CIBC systems and technology.

Responsible for creating baseline project plans, impact analysis during the project lifecycle, scope creep, SOW agreement and work package financials.

Delivered project deliverables on time and within the agreed acceptance criteria in a hybrid methodology environment; waterfall and agile with daily scrum meetings.

Responsible for creating status updates, project metrics, schedules, risk and issue assessment, project artifacts and presenting weekly status updates to both CIBC and CGI teams and executive sponsors.

London Life – Senior Project Manager, Apr 2015 – Dec 2015

FATCA – Wealth and Individual Insurance

Responsible for implementing Digital FATCA system for Wealth and Insurance for the CRA/IRS FATCA Reporting for multiple systems/business and new back-office operations ($5M).

Created project charter and initiated FATCA Phase II project for implementation in 2015/16.

Responsible for creating status updates, project metrics, schedules, risk assessment, project artifacts and presenting to executive stakeholders and the steering committee.

Chaired weekly Risk and Issues meeting with business and IT to keep abreast of current issues, actions taken and risk mitigation strategies.

Responsible for technological strategic alignment and prioritization with London Life and FATCA compliant timelines.

Managed work package financials, scope and risk strategies, project forecasting including resource management for all business partners during all project phases.

Responsible for managing business requirements for both FATCA and including OECD for both Individual Insurance and Wealth Management.

Successfully implemented new FATCA Data Warehouse in November 2015 using waterfall methodology.

Great West Life – Senior Project Manager, Oct 2014 – Feb 2015

Risk Function Implementation

Responsible for portfolio management for all risk functions; Credit Risk, Market Risk, Insurance Risk and Operational Risk and worked closely with Sr. VPs in creating enterprise wide plans and work packages for each function.

Scheduled meetings with VPs and Chief Risk Officer to advise on project management best practices as well as creating all project documentation to keep milestones within project scope.

Worked in a cross-functional environment and with multiple teams from Credit, Market, Insurance and Operational Risk.

Managed and completed all OSFI and Regulatory Affairs work packages for Q4/2014.

Created and managed project artifacts including, enterprise project schedules, issues/risks logs, communication plans, and dashboard updates.

Responsible for presenting Risk Function updates to executive leaders (Sr. VPs, CRO) and OSFI status updates to the Regulatory Affairs team (VPs, Sr. VPs and OSFI), weekly and biweekly as per project status.

Scotia Bank - Senior Consultant, May 2014 – Aug 2014

OCOB – Business & Process Flow Requirements Gathering

Responsible for managing business requirements for a major initiative at BNS to streamline lines of business and back-office systems/processes to improve customer focus and improved cross sell opportunities.

Created new business process flows to help both business and technology clearly understand project charter objectives and requirements.

Conducted interviews with BNS PMO and LOBs, to define and document business requirements for OCOB.

TD Bank – Senior Consultant/Project Manager, Mar 2013 – Mar 2014

FATCA – Business & Data Requirements Gathering

Provided a robust technological framework for managing data requirements for TD Lines of Business and Technology and helped define the overall TD FATCA enterprise architecture system (>$50M).

Conducted interviews and chaired workshops with TD LOBs, to define and document business and functional requirements for FATCA.

Established a strong partnership with vendors IBM, PWC and CGI and back-office systems (TD ETL ) to move forward with FATCA regulatory data requirements and also help deliver FATCA solution within critical timelines.

Interfaced with key stakeholders with TD LOBs, technology, and remediation team to document and finalize interim regulatory reporting.

Responsible for managing business requirements for FATCA data warehouse, remediation reporting and CRA file.

Successfully completed FATCA dry run, from inception and project planning to implementation and presented statistical analysis to stakeholders.

CIBC – Senior Consultant, Dec 2012 – Mar 2013

Fixed Asset Secured Lending – Strategy & Requirements Gathering

Implement monitoring and tracking of security imperfections for the fixed asset secured lending portfolio for personal and small business lines and loans ($2M), with improved back-office processes including payments, transactions and billing etc.

Successfully managed business requirements, process flows, project plans and all associated implementation documentation for a summer 2013 Go-Live.

Conducted interviews and chaired workshops with all business partners, senior executives and stakeholders to define and document security imperfections.

Scotia Bank - Senior Consultant, May 2012 – Nov 2012

FATCA – Strategy Planning & Business Requirements Gathering

Defined the overall strategy for the Canadian Banking division from reading and understanding the IRS legislature to FATCA implementation strategy ($5M) including front end and back-office systems and processing.

Responsible for documenting business and functional requirements for the initial phase of FATCA.

Translated use case scenarios to business process flows to help the business in understanding the FATCA implications from both a system (back-office) and client user (new client onboarding and existing clients) perspective.

CAPCO – Senior Consultant/Project Manager, Jan 2011 – Jan 2012

TD Wealth – Enhance TD Operational Capabilities

Responsible for building a robust business process map model and roadmap, which describes the activities performed by the various lines of business at TD Wealth and back-office systems (Wealth360, SMA and UMA), which will significantly improve the overall business process for the wealth core operations ($50M).

Conducted interviews with key stakeholders to define and assess capabilities and activities performed with all lines of business within TD Wealth. Gathered data and requirements for finalizing target state functional model.

Provided a 3-year roadmap to significantly improve the delivery of core operational services.

TD Securities – Implemented New Global Trade Finance Reporting System

Responsible for the reporting system for documentary letters of credit and acted as a project/ team lead for both business requirements gathering (EFT, Wire, SWIFT payments, transactions and billing etc.) and weekly status updates to the project executives ($5M).

Provided new reports requirements, which significantly reduced time for developers to build accurate reports and helped reduce the total number of reports to a manageable number.

Managed budget and project forecasting including resource management and project timelines

1998-2010

Additional details available upon request

TECHNICAL ENVIRONMENT

MS Office, MS Project, MS Visio, JIRA, Confluence, SharePoint, Lotus Notes, Planview, Clarity, Mercury QC, Agile and Waterfall, Loan IQ, Banner, MS SQL Analyser, Business Objects – Crystal Reports and AQT Query Analyser

EDUCATION AND CERTIFICATION

Project Management Professional, PMP

Project Management Institute, PMI

Six Sigma Green Belt Professional

6SigmaStudy, Toronto

Postgraduate Diploma in Applied Information Technology

ITI Information Technology Institute (Toronto)

Bachelor of Science with Honors Chemistry

The University of Manchester, UK

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