SUMMARY:

• Over 12 years of Project Management experience, utilizing various Project Management Methodologies including Agile, SDLC, Scrum, Waterfall, PRINCE2, PMLC, PDLC across diverse industries, technologies and business processes
• Experience leading large Enterprise Application Software Development projects along with Enterprise Transformation projects from inception to post implementation
• Expert in Stakeholder and Vendor management, Team Building/Management and Coaching skills
• Ability to engage confidently with senior management and executives (Directors, Managing Directors, VP, SVP and CIO); effective leader of stakeholder meetings
• Strong leadership, communication skills, influencing and decision making capabilities
• Ability to run multiple deliverables in parallel and manage multiple work streams with aggressive timelines
• Possess a strong understanding of Technology systems, platforms and various applications along with having a key sense and ability to translate IT terminology and concepts into business terms
• Experience in Capital Markets/Mutual Funds/Investments and Organizational Change Management developing strategies, analysis and supporting structures
• In depth knowledge of Blockchain, cryptography technology, Fintech and crypto currency
• Extensive experience with the PM lifecycle creating Business Cases, Project Charters, Schedules, Financial Management, Risk & Issue Management, Stakeholder Communication; overseeing Requirements, Use and Test Cases, Deployment Plans

PROFESSIONAL EXPERIENCE:

Confidential

Senior Project Manager

• Leading a $5MM complex digital and business transformation project for Small Business Banking managing the launch of a new Fintech based lending platform, products and services along with introduction new sales force roles in branches and contact centers
• Developed an integrated project plan encapsulating the launch of the new Small Business Fintech based digital lending solution and new Small Business Sales Force Role pilots, followed by a national launch within branches and contact centers; identified and managed key project dependencies; created the project charter, communication plan, risk assessment and project budget
• Effectively managed a matrix project team of 25 people, with no direct reports while ensuring a balanced team workload; led stakeholder management, team coaching, mentoring, training and performance evaluation
• Led the development of Business and Detailed Requirements Documentation and Functional Specifications for leads management, collections/delinquency monitoring and the creation of a new lending platform offering instant loan approvals to existing Small Business customers; ensured requirements aligned to transformed client value proposition and business strategies to maximize results and employee engagement
• Led the development of new Marketing materials for the Small Business Digital launch
• Responsible as the single point - of contact between IT and Retail Business while successfully meeting deliverables in a fast-paced, high-functioning environment; Directed, scheduled, and tracked hardware and software deployments. Developed new processes, collaborated with marketing and IT teams to expedite new products to market and ensure quality standards
• Established a new Small Business sales force for branch and contact centers; established profit/loss targets and staffing requirements for a $5M business unit
• Led the development of new product processes and fulfillment, key performance and sales measures including KPI’s and employee scorecards; Led key HR activities including establishing new Small Business roles and job descriptions and recruitment practices
• Led weekly Decision Forum meetings with middle management and bi-weekly Steering Committee meetings with executives
• Key systems and tools utilized in this role include: MS Office (Excel, Word, PowerPoint, Access), MS Project 2010,Jira, Clarity, Oracle, MS Outlook, MS Visio Pro, SharePoint, WebEx, Skype for Business

Key Methodologies Used: Waterfall, Agile

Confidential

Senior Project Manager (Business & IT) - Migration & Transition Program

• Confidential acquired two Canadian Insurance firms; I managed a $5MM migration and transition program to amalgamate the Securian and acquired firms systems and applications
• Managed the development and implementation of new web-based marketing for the digital launch
• Responsible for creating all Project related documentation; Business Case, Project Charter, Integrated Project Plan and leading the development of business and system requirements, test plans and use cases along with deployment plans
• Developed and managed the comprehensive project plan using Agile and Waterfall methodologies; led daily scrum meeting with project teams; managed all project risks/issues/actions/decisions and ensured they were regularly identified, quantified addressed and tracked
• Assigned tasks and responsibilities to project team members; motivated and supported team members toward achieving program/project objectives to ensure approved timeline and quality standards were met
• Led stakeholder management through weekly Steering Committee meetings with representatives from the Senior Leadership team including Director’s, VP’s, Chief of Compliance and President; developed weekly status reports, dashboard reports for executive level management along with creating steering committee reports and presentations
• Key systems and tools utilized in this role include: MS Office (Excel, Word, PowerPoint, Access), MS Project 2010,Jira, Clarity, Oracle, Midas, Crosbie, Clarify, Xycor, MS Outlook, MS Visio Pro, SharePoint, WebEx, Zoom

Key Methodologies Used: Waterfall, Agile

Confidential

Senior Project Manager (Business & IT) - Identity & Access Management Program

• Led a $5MM organization wide Identity Access Management initiative (Enterprise Application Software Development), creating a centralized repository of all user application access and entitlements for Capital Markets based technologies; on boarded over 30 applications and 46 databases, successfully implementing and operationalizing the access management solution using Agile and Scrum methodologies
• Developed and supported a new governance structure using Security based-software (RSA - Aveka, Oracle based solution); implemented a new solution support structure and compliance model; managed a company wide process change, providing innovative change management solutions and training resulting increased employee accountability
• Developed and implemented key data collection methodologies (data mining) for Capital Markets technology platforms such as Bloomberg, Sim Corp and Murex for successful integration with the vendor solution; in-depth understanding of front, middle and back office operations
• Designed and implemented automated segregation of duty rules solution across several high-risk applications to support application access compliance
• Created the Business Case, Project Charter, Schedule; Led the development of key Business Requirements, Design documents, GAP analysis and application specific Segregation of Duty rules matrix documentation; ensured timely sign-offs were obtained
• Developed a comprehensive Multi-Phased Project Plan including key deliverables and milestones along with a WBS Resource Plan for the IAM initiative using SDLC and Agile methodologies; developed and maintained an extensive Project Roadmap for Executive reporting
• Managed all project risks/issues/actions/decisions and ensured they were regularly identified, quantified addressed and tracked
• Assigned tasks and responsibilities to project team members; motivated and supported team members toward achieving program/project objectives to ensure solution implementation timeline and quality standards were met
• Partnered with Application Owners to prioritize project deliverables based on requirements of the organization and deadlines for delivery
• Managed vendor relationships with RSA (Aveksa) and IdentiQ to ensure solution functionality was delivered within project timelines
• Led weekly status meetings with Executive Management (Steering Committee meetings which included Directors, Managing Directors, VP’s and CIO)
• Developed weekly status reports, dashboard reports for executive level management along with creating steering committee reports and presentations
• Led daily scrum meetings with the core project team to assist and adhere to tight timelines
• Developed a full Communication Plan highlighting key change management elements; provided training materials and training sessions for all CPPIB staff; created and implemented online training modules and offered key support for the launch of the new IAM Governance structure
• Ensured all mechanisms of change management (plans, processes, tools) were in place and effectively executed
• Actively engaged IT and Business Owners to ensure internal accountability and adherence of newly introduced Governance and Compliance based IAM solution
• Managed the project budget; accountable for approving SOW’s, invoicing and various project expenses. Prepared extensive analysis of financials and variance reports; maintained project accruals and developed budget forecasts
• Liaised with various stakeholders to ensure strategy alignment while addressing and resolving any fundamental gaps
• Key systems and tools utilized in this role include: MS Office (Excel, Word, PowerPoint, Access), MS Project 2010, MS Project Pro, Jira, PlanView, Oracle, SaaS applications, MS Outlook, MS Visio Pro, SharePoint, WebEx, State Street, Investran (CRM), Bloomberg, Sim corp, Murex, WorkDay, Clarity

Key Methodologies Used: Waterfall, Agile

Confidential

Senior Program Control Officer (Business & IT) - Distributed Image Capture & Exchange Program

• Supported a $155MM bank wide initiative to promote paperless Confidential for Business Clients; Remote Deposit Capture offers ability for Business Clients to scan deposit cheques from the convenience of their own office (Commercial Digitization - Application Software Development Project)
• Prepared Weekly Project Management Office (PMO) Report package, including Project Status Summary, Milestones Reports, Dashboards along with Steering Committee and Executive Management Status Reports
• Created a comprehensive integrated project schedule using SDLC, Waterfall and Agile methodologies for both Business and IT elements; provided ongoing maintenance of the project schedule to ensure various task owners achieved timelines
• Managed stakeholders by leading weekly Steering Committee, Status and working project team meetings; created and distributed weekly project status reports and decks
• Assigned tasks and responsibilities to project team members; motivated and supported team members toward achieving program/project objectives to ensure solution implementation timeline and quality standards were met
• Managed vendor relationship with NCR to ensure solution functionality was delivered within project timelines
• Prepared extensive analysis of financials, variance reports and project resources to maintain approved budgets and develop forecasts
• Developed and documented project constraints and assumptions and inter-dependencies
• Developed and maintain an Actions/Issues/Decisions/Risks Log for both internal and external stakeholders; ensured risks and issues were identified and mitigated effectively
• Led the development of the Business Requirements, Design documents, GAP analysis, Use & Test Cases; ensured timely sign-offs were obtained

Confidential

Senior Program Control Officer (PMO IT) - Windows 7 Image Upgrade Program

• Supported a $149MM bank wide initiative to upgrade desktops to Windows 7 operating systems and implement a Cloud based storage solution (Application Software Development and Infrastructure Program)
• Followed RBC Large Program Management Framework (LPgMF) and Program Management Framework (PMF) best practices, creating a comprehensive Integrated Project Plan including 7 work streams
• Participated in Project Management Office (PMO) planning and development sessions (strategic, tactical plans, budgeting)
• Created a comprehensive integrated project schedule using PMLC and Agile methodologies for all 7 work streams; Maintained the project schedule to ensure timelines were achieved by various task owners
• Led daily Scrum meetings with Project Mangers from all 7 work streams
• Designed weekly Schedule Variance reports & Project Status Reports and Scorecards
• Created and implemented a Weekly PMO Report package, including Program Status Summary, Milestones Reports, Dashboards and weekly Executive Management Status Decks
• Led the development of key Business Requirements, Design document, Use & Test Cases; ensured timely sign-offs were obtained
• Assisted IT Project Managers in the development, management and on going maintenance of IT Project Schedules and in identifying inter-project and task dependencies and constraints
• Managed vendor relationship with Dell to ensure solution functionality was delivered within project timelines
• Conducted weekly risk assessment of the project schedule highlighting high risks to key deliverables and resource conflicts
• Provided ongoing coaching and training to IT Project Managers on Project Management best practices; phase planning, effective Project Execution Methods, Proactive Risk Management
• Provided techniques and Mitigation Strategies as it relates to Schedule Management
• Assisted Program Manager in documenting project constraints, assumptions, defining detailed tasks and validating estimates

Confidential

Senior Program Control Officer (IT) - Distributed Image Capture & Exchange Program

• Supported a $15MM bank wide initiative to promote paperless Confidential for Business Clients; Remote Deposit Capture offers ability for Business Clients to scan deposit cheques from the convenience of their own office (Commercial Digitization - Application Software Development Project)
• Developed a Project Plan including milestones and a WBS Resource Plan for all Three Phases of the Operational Effectiveness initiative
• Managed the solution process changes for front, mid and back office
• Assisted with the development of business requirements and scope for all project phases, providing repository and versioning standards
• Provided ongoing analysis of risk assessments ensuring any risks to the completion of the proposed project schedules and activities are effectively identified, mitigated or escalated
• Developed and maintained weekly status reports, dashboard reports for executive level management along with creating steering committee presentations
• Developed strong relationships with internal and external team members and stakeholders to provide effective facilitation of meetings and timely task completion

Confidential

Senior Project Manager (IT) - PCI Compliance Program

• Supported the Program Manager with project execution for a $100MM PCI (Payment Card Industry Compliance) Infrastructure initiative to Segment Networks to adhere to compliance and regulatory standards across multiple delivery channels including all Online channels, Call Centers and Retail Locations
• Created and implemented a new Project Management Office Governance Structure for several Project Managers across multiple work streams; ensured adherence to the governance structure by providing training and support
• Liaised with multiple project team members, managers and stakeholders to understand and document all project related documentation including charters, requirements and scope changes in a rigorous and continuously evolving environment
• Managed vendor relationship with Control Gap to ensure solution functionality was delivered within project timelines; managed and led procurement process Thomas Technology Partners
• Developed a comprehensive integrated project schedule using Agile methodology; maintained the project schedule to ensure various task owners achieved timelines
• Developed weekly status reports, dashboards and steering committee presentations, project charter and requirements documents
• Created and maintained project documentation and Share Point site repositories
• Lead the resolution of conflict that could arise due to inadequate status reporting, disagreement on progress to date and quality of issue management and or/miscommunication
• Managed the project financials for validating resource usage, reviewing time sheets and validating invoices

Confidential

Project Manager (IT) - Enterprise Client Solutions

• Responsible for a $6 Million budget, across 10 projects assisting with the development, implementation and execution of Detailed Project Schedules, Financials, Variance Analysis, Status Reporting, Resource Planning and all offshore resource management
• Performed Management Information Systems (MIS) analysis - Managed budget and resource forecasting (WBS structure), recommending solutions for effective resource planning and allocations
• Ongoing analysis of risk assessments ensuring any risks to the completion of the proposed project schedules and activities are effectively identified mitigated or escalated
• Supported the Program Manager in planning, executing, controlling and closing phases of the program. Participated in PMO planning and development sessions (strategic plans, budgets)
• Extensive analysis of financials and project resources to maintain projected budgets and develop forecasts
• Preformed regularly scheduled Variance Analysis and Variance Reporting
• Assisted Program Manager in integrating and monitoring progress of 3rd party vendor plans

Confidential

Insurance - Domestic Creditor Insurance

Senior Project Manager - Insurance, Mortgage, Lending Products

• Managed Insurance Sales and Product Business Development across 4 major Bank Call Center's located across Canada specializing in Life, Accidental, Health and Disability Insurance; specialized in the implementation and support of the Online Banking solution, Domestic Branch sales channel along with the Call Center sales channel (Retail Digitization - Application Software Development Program)
• Created the Business Case, Project Charter, Schedule; Led the development of key Business Requirements, Design document, GAP analysis, Use & Test Cases and Deployment Plan
• Developed and managed a Project Plan including key milestones and WBS Resource Planning for the new product roll out for Mortgage Insurance; developed and maintained an extensive Project Roadmap for Executive reporting
• Managed the $5MM project budget; accountable for approving SOW’s, invoicing and various project expenses. Prepared extensive analysis of financials and variance reports; maintained project accruals and developed budget forecasts
• Implemented new front, middle and back office insurance operations
• Developed and executed key Insurance Sales Strategies and Product Awareness through the deployment of data mining strategies, presentations to Executive Management and through the implementation of Coaching and Skill Building sessions to Middle Management and Front Line staff
• Successfully managed Credit Product Insurance sales for FY'08 leading to an increase of $500,000 NIR from FY'07 and insuring 37% of all credit accounts held by Confidential
• Led weekly Status meetings with project team to table any actions/issues/risks/escalations in a proactive manner to ensure timelines were met; Led monthly Status meetings with Executive Management
• Participated in the full product lifecycle and conducted product code implementations in Testing and Production environments; assisted in test case development, UAT, Stress and Regression Testing

Confidential

Senior Project Manager (Business) - Scene Loyalty Program

• Project Lead for new bank account acquisition for a $15MM Scene Loyalty Program - a joint partnership launched by Confidential and Cineplex in January 2007 (Retail Digitization - Application Software Development Program)
• Developed and managed a Project Plan including key milestones and WBS Resource Planning for the new Scene Confidential Loyalty Debit card; developed and maintained an extensive Project Roadmap for Executive reporting
• Assigned tasks and responsibilities to project team members; motivated and supported team members toward achieving program/project objectives to ensure solution implementation timeline and quality standards were met
• Managed vendor relationships and ensured solution functionality was delivered on time
• Managed the solution process changes for branches, call centers and back office
• Partnered with Business and IT leads to prioritize project deliverables based on requirements of the organization and deadlines for delivery
• Managed the Online Banking/Loyalty Program application design, development and full implementation process using SDLC and PMLC methodologies
• Created the Project Charter, Schedule; Led the development of key Business Requirements, Design document, GAP analysis, Use & Test Cases and Deployment Plan
• Managed 3 Phases of the Scene Project in suit of new bank account acquisition - successfully generated over 37,000 new Scene bank accounts over a 6 month period reaching 140% above FY'07 YTD Target
• Led the development of business requirements, legal materials, presentations for executive management including all steering committee meetings, process workflows (Visio workflows) and risk assessments
• Actively engaged all frontline and backend processing staff to ensure internal accountability and adherence of newly introduced Governance structure
• Managed the project budget; accountable for approving SOW’s, invoicing and various project expenses. Prepared extensive analysis of financials and variance reports; maintained project accruals and developed budget forecasts

Confidential

Senior Project Manager (Business and IT) - Cash Management Services Implementation

• Successfully implemented a $15MM Online Banking Solution for Cash Management Services for business banking clients in 23 countries in the Caribbean and Central America (Commercial Digitization - Application Software Development Project)
• Created the Project documentation including the Project Charter and Schedule while overseeing the development of the Business Requirements, Design Document, GAP Analysis, Use & Test Cases
• Created a comprehensive integrated project schedule using SDLC and Agile methodologies; Assigned tasks and responsibilities to project team members; motivated and supported team members toward achieving program/project objectives to ensure solution implementation timeline and quality standards were met
• Managed vendor relationships and ensured solution functionality was delivered on time
• Led bi-weekly status meetings with all 23 international sites, discussing any actions/risks/issues/escalations that needed to be addressed to ensure adherence to timelines; led monthly status meetings with Executive Management
• Provided onsite training of the new Cash Management Online Solution to Country Executives, frontline Branch staff and high profile Corporate Clients in the Caribbean sites
• Created monthly financials and business metrics for senior executive which provided support to business cases & business units while examining various themes (i.e. profitability and customer attrition rates)

TECHNICAL SKILLS

MS Office (Excel, Word, PowerPoint, Access), MS Project Pro, MS Project 2010, Jira, Clarity, PlanView, Oracle, SaaS, Lotus Notes and MS Outlook, MS Visio Pro, Project Management Methodologies (Agile, Scrum, Iterative, SDLC, PMLC, Waterfall, PRINCE2), PMBOK, SharePoint, WebEx, Zoom, Internet/Intranet/Extranet, Clarity