Lilly Posarac, PMI-ACP, Cert.APM

Profile

Skills

Large Program, Portfolio and Project Management, Execution and Governance- $10MM- $50MM programs

Software implementations, migrations and conversions

Exceptional communication and presentation abilities

Software development, execution, delivery management

Leadership, Resource Coaching & Mentoring, Delivery Team building, Outsourcing & Offshoring models

IT Transformation/Transition and Strategic IT planning (Delivery, QA, Support)

Team building and scaling for delivery

Delivering strategic initiatives using expert knowledge of SDLC methodologies including Agile, Iterative, Incremental, RAD and Waterfall

Agile program and project management - PMI ACP (Agile Certified Practitioner), Certified Agile PM

Vendor relationship management and vendor contract negotiations

Business case preparation, Feasibility studies, Proof of Concept, RFI, RFPs

Technology asset ownership and management, application rationalization, portfolio optimization

Professional Experience

TD – Wealth, Technology Solutions Feb 2018 - Feb 2020

AVP Wealth (Retail) Trading & Post-Trade Systems

Executive delivery ownership across all TD Wealth Trading and Post-Trade applications supporting back-end of WebBroker

Enabled and built out management and delivery team of 50+ resources with focus on in-house development and vendor applications; applied improved delivery controls to reduce application delivery and resource waste

Created a scalable delivery model that ensured high quality, medium and large-scale implementations to meet schedule commitments and project budgets, while effectively managing internal client commitments

Materially improved RTB support functions by strengthening support teams and rationalizing technology assets; introduced and implemented delivery efficiencies using contract resources in best-fit areas

Successfully managed and completed projects focused on Trading Stabilization, Order Mgt Product capabilities, TLM SmartStream SaaS migration and delivery of various modernization projects for newly signed $400MM IBM Modernization contract; Orders Mgt project deliveries included Standing Instructions capability, GIC and improved integration with SOR with TD Securities

Implementation and launch of NICE Actimize Trade Surveillance platform for additional Wealth LOBs

Lilly Posarac cont’d

RBC Canada - Global Risk Technology, Capital Markets Feb 2016 – Feb 2018

Sr. Director, Portfolio and Program Delivery

Sr Portfolio director for Risk IT reporting to Global Head of Risk Technology; portfolio management of all key initiatives with a focus on regulatory programs across Risk, with a portfolio of $120MM in programs/projects including Market Risk and Trading Risk, Credit Risk and Enterprise Risk

Defined and optimized processes related to product planning, product and program management and overall team delivery by implementing valuable governance structures and agile program management delivery practices

Successfully completed the RDARR program ($40MM budget) which was in the final year and had numerous gaps and dependencies; launched all technology components of the program across key stakeholder teams

Led numerous key regulatory initiatives including Wholesale Banking Parameter Estimation ($20M IT budget), FRTB for Market and Credit Risk IT, and Risk delivery for Cap Markets' Murex migration. Full end to end program management and accountability for IT delivery

Led and supported Global Risk IT's investment planning and evaluation processes for strategic initiatives and corresponding delivery

Effectively led and improved the centralized Risk IT QA/DevOps team bringing improved metric reporting to executive leadership

Bank of Montreal - Capital Markets Trading Products Technology July 2012 - Feb 2016

Sr. Program Manager - Financial Products Technology (Derivatives, Equity, Front Office)

Led and launched key regulatory initiatives impacting Front Office domestically and globally using agile execution

Volcker

Led IT Program Management/delivery for Volcker - Capital Markets, working directly with Front Office business lead and analysts on all aspects of proprietary trading.

Owned and launched all workstreams of the program from assessments to gap analysis and requirements gathering, collaborating with all stakeholder teams including Market Risk, Compliance and Legal. Accountable for full end to end IT delivery in support or Volcker; provided executive level reporting on progress and results.

Dodd Frank Title VII

Program manager for Dodd-Frank Title VII implementation, OTC derivative market reform. Fully accountable for delivery and worked directly with Front Office business leads and technology teams to launch required derivative reporting to the CFTC regulators via the DTCC

Provided strong vendor relationship management with on-site vendor resources (CGI, Message Automation) and identified key opportunities to improve delivery model and ensure BMO Capital Markets full compliance

CIBC – Capital Markets Technology Jan 2009 – July 2012

Director, Project Delivery – Global Derivatives Technology (Derivatives, Risk)

2012: Project manager for Dodd-Frank Swaps Reporting project, in support of US regulatory requirements to report intra-day and end of day swap transaction data to the CFTC. Engagement directly with the DTCC in US; data sourced from all relevant front office trading systems in including Calypso; built out project delivery team and governance model

2011: Successful launch of the Risk Strategic Initiative project for Derivatives Technology; delivery focus on producing risk measurements from main trading systems to supply to enterprise credit risk and market risk systems, including live trade publication and intra-day valuations across all asset classes. Engaged with Quantitative Analytics team and front office development team

'09-’10: Program manager on $15MM derivatives project to develop a cross asset derivative trading application to replace existing vendor solutions; led the project from inception to business case development to implementation, incorporating phased/iterative deliverable cycles. Global delivery coordination with various Front Office, Quants, Middle Office, Risk and Backoffice technology and business stakeholders in Toronto, UK, Asia and NY.

Application scope included pricing, risk management and reporting, and deal capture. Project scope included application development and trade migration from existing vendor platforms (Murex EQ, Murex FX) and internal IR and Commodity derivative trading applications with global development teams

Lilly Posarac cont’d

CIBC – Capital Markets Technology Jul 2007 – Jan 2010

Director – Middle Office Technology (Derivatives – Risk, MO & Finance, B/O - Settlements)

Engaged directly with executive management in both technology and business; leading on time technology delivery for numerous projects including OTC derivative P&L reporting, enhancements to settlement system, collateral management

Built and enabled a project delivery department of 12-15, allocating resources for various projects including technology and business driven initiatives, employing agile and iterative SDLC practices/PM techniques

Directly managed NY Middle Office Technology department and re-organized its processes and projects to address and close various external audit issues, rationalize applications and improve team delivery; provided management support for NY technology department for both front office – collateral management, bond swapping, and middle office applications.

Successfully led and project managed various initiatives including large project for Finance department for Independent Pricing Verification for Commodities derivatives, and various other initiatives to address external audit requirements/SOX deficiencies/business initiatives

CIBC Capital Markets Technology, Sr IT Project Mgr/Sr Application Mgr

Apr 2005 - Jul 2007

Assante Wealth Mgt, IT Project Mgr/Systems Architect

Nov 2002 - Mar 2005

Fidelity Investments Canada, Application Architect

Jan 2001 - Aug 2002

Manulife Financial, Sr Systems Developer/Designer

Oct 1998 - Jan 2001

Financial Models Co (now SS&C Inc), Software Developer

May 1995 - Sept 1998

Education

University of Toronto Honors Bachelor of Science 1995 - Specialist in Computer Science with Minor in Mathematics

Certifications & Awards

May 2016 Project Management Institute - Agile Certified Practitioner (ACP)

May 2009 University of Toronto - Alumni Arbour Award

Dec 2008 PMAC Agile Project Manager Certification

Volunteer Work

Mentor for undergrad Computer Science students in the University of Toronto Department of Computer Science Alumni-Student Career Mentorship program

Winner of the 2009 prestigious Arbour Award for exceptional volunteer services at University of Toronto in student mentoring

Volunteer with several dog rescue organizations including Redemption Paws and Team Dog Rescue

Condo board President (Nov 2019); VP since Oct 2014

Phone 416-***-**** E-mail: adcgrc@r.postjobfree.com

Technology Executive and Program Delivery Leader with 20+ years of experience in top tier financial institutions, specializing in technology delivery, technology asset management and optimization, along with complex program and portfolio management in Capital Markets financial services. Proven technology leadership and communication skills in managing technology portfolios, cross-organizational teams, programs, vendor relationships and delivery teams.

Demonstrated track record in leading strategic, regulatory and enterprise-level transformation initiatives including Regulatory and IT Transitions

Expert management of programs and portfolios valued $50M+ and global cross-functional teams (50+ members) across multiple geographies, businesses, operations, technology, vendors and consultants with full accountability to time, cost and quality metrics

Successfully facilitated IT change with senior executives including heads of functional areas such as Trading Desks, Wealth, Compliance, Risk Management and Technology

Adept in managing global and cross-organizational teams in complex matrix environments. Highly proficient in managing and building relationships with business stakeholders, external partners, service providers and internal teams at all levels

Drive business transformation; delivery efficiencies, continuous improvement and scalable solutions

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