Project Management Business Banking

Abraham J. Levy

Thornhill, Ontario • L*J *E* • 416-***-****

*********@*****.** • https://www.linkedin.com/in/abraham-levy

Experienced Manager with extensive experience in Finance and Operations, providing advanced analytical support that improve operational performance, with special focus in Performance Measurement, Profitability, BSC and Project Management for Retail and Small Business Banking.

Highlights of Qualifications

Highly motivated professional with advanced training in finance, marketing, and operations.

Very knowledgeable of the Spanish Culture and Language, bilingual team player with well-honed multicultural skills and Latin America business-related knowhow.

Strong ability to analyze data to generate sound business conclusions and recommendations.

Possesses excellent written and verbal communication skills in English and Spanish

Team player; flexible and adaptable to changing circumstances.

Highly focused on setting priorities and managing a high volume of work effectively.

Able to proactively manage priorities, always striving to improve daily job execution.

Advanced computer skills: Microsoft Office (Power BI, Excel, Word, Access, PowerPoint), Tableau, SAS SQL, M.I.S., Epiphany, Agile, JIRA and Business Objects Planning Administrator System.

Professional Experience

SCOTIABANK, Toronto, Ontario 2007 – Present

Manager, Reporting & Analysis, Scotia Wealth Management (2022-Present)

Responsible for financial reporting and analysis for ScotiaMcLeod Full-Service Brokerage business line as well as providing support for finance-related needs.

Key support for the annual planning process, including:

Preparation of budget source documents.

Preparation and distribution of annual budget packages for all stakeholders.

Provide support and troubleshoot branch and departmental budgets.

Responsible for monthly database setup, maintenance, and extraction of financial information, ensuring data integrity.

Key person to prepare and distribute the Industry Surveys on a quarterly basis to our external partners.

Manager, Adjudication Management (2018-2022)

Contributed to the overall strategic direction of the adjudication function as a member of the management team that led three loan adjudication centers for retail loans in the Caribbean and Central America region.

Primary contact for adjudication related analytics and reporting. Responsible for the monthly reporting of key productivity metrics for review by senior management and executives. Responsibilities also included providing ad-hoc data and reporting for policy changes, marketing campaigns and operational effectiveness.

Worked with Customer Relationship Management, Marketing, Policy, and Systems teams on operational impacts caused by the rollouts of marketing campaigns or policy changes, as well as to resolve day to day issues faced by credit officers.

Acted as a subject matter expert on behalf of Adjudication on policy changes and system enhancements driven by expected operational efficiencies and audit requirements.

Abraham J. Levy

416-***-**** • *********@*****.** • https://www.linkedin.com/in/abraham-levy

Manager, Customer Insights and Analytics (2011-2017)

Developed reports documenting the financial and response information of the Direct Marketing campaigns including acquisition, usage and relationship campaigns.

Managed key financial information of all products and sites in the English Caribbean, reporting and monitoring systems, and analyzing the output of all systems (Epiphany, SAS and SAS SQL, IAP, IBCC, Avaya, Counselor, Sales Platform, SMS, and Email through the outsourcing EMS Thin Data).

Ensured tracking and measurement procedures were consistent throughout Caribbean and Central American sites. Also, worked with Latin sites to obtain results in a timely manner for quarterly reporting.

Manager, Automotive Lending (2007-2011)

Contributed to the development of business plans, sales forecasts and service level goals for the product by creating packaged report and analysis of the MIS: availability of data was increased by 60% and the production of performance reports by 80%

Monitored the standard contribution for the product and developed recommendations to maximize contribution through pricing and cost reduction efforts.

Ongoing support to the Automotive Finance Centers staff: Provided timely assistance to field staff concerning product features, operations, problems, or inquiries; updated the client user documentation; prepared sales and service support documentation, technical aids, and marketing materials.

Brought technical expertise to sales staff for high potential/complex solicitations of retail customers.

Ensured identified product problems were documented, understood, and resolved in a timely manner by the appropriate area such as Automotive Finance Centers and Credit Risk Management

Provided effective leadership to meet product goals by establishing priorities and milestones; monitored timelines and quality of assignments and provided coaching for staff to achieve superior levels of performance.

RESOLVE CORPORATION: PRESIDENT’S CHOICE FINANCIAL MASTERCARD, Toronto 2007

Dispute Resolution Analyst

Handled Cardholder disputes including fraudulent charges, Merchant Second Presentments, Arbitration cases.

Monitored systems case lists and determined appropriate next action.

Set up and managed cases in First Dispute reviews cardholder cases and supporting documentation to determine if a Chargeback is warranted and processes chargeback within MasterCard timelines.

Education

Master’s Degree in Finance, Instituto De Estudios Superiores De Administración (IESA), Venezuela

Evaluated by the University of Toronto: Diploma is equivalent in academic level to a master’s degree, specializing in Finance, from a Canadian university.

Bachelor of Economics, Universidad Católica Andrés Bello (UCAB), Venezuela

Evaluated by the University of Toronto: Diploma is equivalent in academic level to a four-year Bachelor of Commerce’s degree from a Canadian university.

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