Chartered Professional Accountant

CSI Global Education Inc.

Project Management Institute (PMI)

Certified Management Accountants

Accenture IT Strategy College

Dalhousie University

Western University

IT Project Manager - Finance & ERPM Technology PMO at BMO Financial Group

Toronto, Canada Area

- Has end to end accountability for the successful completion of the program/project.• Directs and coordinates team members in creation of program/project deliverables.•Rigorously manages project scope to ensure commitments are achieved withinagreed on time, cost, and quality parameters, with an enterprise perspective.•Ensures end results are of the highest caliber with a clearly articulated scope andquantifiable business benefit, and oversees governance controls to ensure thatprojects/programs meet all the performance, quality and compliance standards andconforms to appropriate methodology.•Identifies and tracks project risk and develops mitigation plans to manage risk (i.e.risk related to technology, change management, procurement, business process management, requirements management).•Reports administrative and financial metrics back to Business Sponsors and relatedstakeholders to ensure transparency and accountability.•Establishes effective project or program oversight and other governance bodies, andengages the appropriate stakeholders to support the direction of the project orprogram and enable superior customer experience.•Contributes to the development of the seed funding request by ensuring projectscope and benefits are clearly articulated and risks are identified.•Works in close partnership with Finance and key stakeholders for monthly reportingrequirements (Finance, compliance, Status, Issues Management).•Manages and/or validate financial forecasts and provide on-going reconciliation ofresources and other related project expenses.•Supports the execution of key improvement initiatives using data-driven insights todeliver positive financial and customer outcomes.•Closes project or program spending accounts upon project closure•Identifies opportunities to strengthen the capability at BMO, such as: sharingexpertise to promote technical development, mentoring employees, buildingcommunities of practice and networks across technology.

BMO Financial Group

IT Project Manager - Finance & ERPM Technolgy PMO

As part of the Enterprise Delivery Division of Global Services, the Project Manager has an overall responsibility for the successful planning, executing, monitoring, controlling and closing of Intelex system implementations.• Worked in collaboration with Solution Architects and Project Consultants to develop project plans that align to the requirements and effort of client solutions.• Coordinated project requirements with clients in order to ensure complete alignment on project deliverables based on the SOW.• Effectively communicated with the client, Intelex project team and other cross-functional departments in order to ensure all project requirements and milestones are understood and delivered according to the project plan.• Ensured all client information / data requirements are received and communicated. • Created and executed project plans and revises as appropriate in order to meet requirements. • Facilitated the day-to-day operational aspects of a project and scope, including project budget. Created change orders as required. • Effectively applied implementation methodology and enforced project standards. • Identified and mitigated project exposure and risk.• Responsible for project profitability, revenue, margins, bill rates and utilization.• Accomplished 6 project Go-Lives in 9 months for large enterprise customers including Dominos, McCain, and Kraft Heinz.

Intelex Technologies ULC

IT Project Manager

- Recipient of the 2016 Wolters Kluwer Values Award**Act as the primary point of contact to lead multiple customer facing Tax and Accounting software implementation projects simultaneously. Responsibilities include new orders in the pipeline to initiate planning conversations, acquiring resources and coordinating the efforts of team members and other groups in order to deliver projects according to plan, ongoing customer communications to ensure project timeline adherence and addressing escalations for projects based on unforeseen circumstances. Achievements:•Responsible for the onboarding and project management of over 300 accounting organizations to iFirm,  Wolters Kluwer's premiere SaaS cloud-based platform and Practice Management solution.•Designed, developed and implemented critical path approach for new orders including RACI and swim lane diagrams.•Partnered with sales teams to scope project requirements, developed the project charter including project plan and present customers quotations for professional services rendered.  •Developed procedures for data migration and a central repository library in Confluence for product development and training teams to catalogue and download best practice documents. •Under the Agile framework, coordinated with Product Management enhancement requests as part of the change request process and logging of product deficiencies in JIRA.•Assisted in the development of the Global iFirm Training Plan to standardize a consistent onboard process tailored to country specific requirements.   •Participated in the due diligence process for the strategic acquisition of a Corporate Performance Management  (CPM) software

Wolters Kluwer Canada

- Shaping and leading holistic programs that translate technology shortfalls into transformation programs• Understanding and articulating the value proposition(s) of various technologies• Understanding, articulating and driving technology vision into requirements and solutions• Envisioning new and innovative technology approaches and predicting probable business outcomes• Leading assessments on high performance IT alternatives (e.g., total cost of ownership, technology value realization)• Authoring and leading the development of an IT strategy definition for the client, including investment, process and organization• Developing and articulating winning technology third-party teaming approaches• Shaping and leading large scale technology design activities• Maintaining appropriate relationships with and properly utilizing third party alliances and vendors• Shaping and leading large scale technology build, test and deployment activities• Assessing and managing risk throughout all aspects of the technology implementation

Accenture

Management Consultant - IT Strategy & Transformation

Successfully implemented financial accounting software that provided analytical capabilities for executives to gain greater insight into organizational financial performance (budgeting, reporting, forecasting, KPIs)Performed executive visioning sessions, IT assessments, and strategy formulation  with CIOs, CTOs, and CFOs to align technology to strategy with business solutionsSuccessfully integrated the IT strategy for enterprise clients including a Multi-National Auto Manufacturer, Provincial Government Agency, U.S Metals Casting & Heat Treating Company, U.S Insurance Company, and  U.S  Retirement Residence   Increased value to customers through automating financial processes while providing executives greater insight into their data while reducing organizational riskProject managed all deliverables from Planning, Initiation, Discovery, Implementation, Deployment,  Transition, and Testing of the Prophix platform in order to integrate with general ledger systemsCollaborated with Implementation Managers to perform scope analysis and statement of work review to increase accuracy in sales estimation Performed IT roadmap sessions with CFOs and CTOs to prioritize and maximize the IT investment Trained clients on how to prepare financial reports/processes such as balance sheet, cash flow, income statement, budgeting and reporting using Prophix  Provided end-to-end customer management from expectation setting to managing customer escalationsDesigned OLAP cubes created on a SQL platform using Microsoft Analysis Services and Reporting <a href="http://tools.http://www.prophix.com/">tools.http://www.prophix.com/</a>

Prophix Software

Senior Implementation Consultant

Assumed full responsibility managing a team of financial planners to run BMO’s centre of expertise around Financial Planning (field includes 1400 Nesbitt Burns Advisors, 700 Financial Planners, 200 Harris Private Banking professionals)Performed internal executive visioning to capture business requirements and translate them to technical requirements Accomplished multiple concurrent projects, comprised of design, development, and implementation components within budget Focused on continuous development, vendor negotiation, testing and enhancement of the NaviPlan Financial Planning softwareDesigned, tested, and performed training for the launch of the Retirement Income Calculator

Senior Manager Enterprise Financial Planning Strategy

Conducted visioning sessions with TSX 60 listed corporate executives to provide customized financial education for employees Facilitated over 50 financial education seminars to employees of Aon's institutional clients in the telecommunication, pharmaceutical, airline, infrastructure and banking industries. Developed modular and full-day customized seminar content including retirement, pension, tax, estate and transitional life planning.Responsible for the business development of institutional sales in the Central - Western Canada region.  Successfully sold 2 mandates in the cable and pharmaceutical industries.

Aon Corporation (Aon)

Consultant

Developed a multi-year training curriculum for 575 Financial Planners in an effort to develop a Financial Planner from New Hire to Senior Planner status including on-going training needs.    Performed and managed the internal quality audits of financial strategies created by financial  planners to ensure compliance with TD Waterhouse’s internal compliance rules and regulatory (IIROC) Financial Planning RuleCoordinated activities with TD Compliance on advisor completion of Anti-Money Laundering (AML) and Anti-Terrorism Financing (ATF) course completion Developed a Knowledge Update Program exam for the entire Financial Planning division to instill a minimum benchmark of proficiency for business practices and technical competency.  Managed the internal audit of the quality of financial plans created by Financial Planners to ensure adherence to TD Waterhouse Financial Planning’s value proposition.

Manager, National Sales Training

Relationship managed 100 households ($22 million) through designing comprehensive financial plans that included provisions for investment, tax, estate and protection. Achieved $13 million growth in first year of business operations and met all performance and compliance standards with a Quality High rating.Coordinated efforts with retail management to coach a team of 15 financial advisors at the 2nd highest volume branch for the bank to increase the wealth management business.

Financial Planner

Coordinated activities with members of the Investment Solutions Network (Nesbitt Burns, Harris Private Bank, Investorline) to incorporate BMO’s wealth management strategy.Coordinated sales efforts with the branch management team and coached the retail sales staff to achieve $10.5 million in sales and a Quality Solid rating.Created fixed income and equity investment portfolios for a segmented client base.

Anit Khagram MBA, CPA, CMA, PMP

Anit Khagram MBA, CPA, CMA, PMP