| Candidate Information | | Title | Project Manager / Business Analys | | Target Location | CA-Toronto |
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Click here or scroll down to respond to this candidateEmployment
Street Address Aug - current Project Manager (contract), SCOTIABANK, Toronto
Market Risk Management: Exposure Capital Analysis Value at
Risk Reconciliation project. In-House build recon solution,
positions/deals reconciliation Front-to-Back office,
RiskWatch.
< Successfully manage (plan, execute, monitor, control)
medium size project, following Scotiabank TAG Project
Delivery Methodology, Waterfall, Agile, budget 1M
< Work with stakeholders, Business Analysts to define scope,
prepare Project Charter, WBS, Project Management Plan,
Contingency Planning, Schedule and Logs
2013 Jan - 2013 June Project Manager (contract), RBF Consulting, Toronto
Wealth Management: Front-to-Back Office System, application
enhancements.
< Managed delivery of project, requirements, schedule,
budget, define testing, integration plans
< Produce project plan and ensure risks are identified and
managed, change management
< Work closely with stakeholders to ensure project's
progress, budget 0.5M
2012 Aug - 2012 Dec Project Manager (contract), BANK OF MONTREAL,
Toronto
Corp Treasury: Liquidity Risk Management, Quantitative Risk
Management (QRM) implementation. The LRM project is an
enhancement to current system infrastructure (ETL wrapper)
and business processes in preparation to meet new regulatory
compliance/reporting: Basel III, FSA, OSFI.
< Plan, execute, monitor, control medium size projects
towards successful implementation, Agile
< Work with stakeholders (T&O, LOBs, Vendors), manage their
expectations, resolve issues, identify risks, risk
mitigation, facilitate completion of tasks to accelerate
project delivery
< Manage project delivery, interdependencies to other
projects within the program of 10M budget
< Monitor, measure, report project performance to
stakeholders and Operating Committee
< Prepare the Test Strategy and Test Plan, coordinate
testing, HP QC
< Conduct meetings, prepare and organize materials, take
minutes, follow-up on outstanding items, manage project
artifacts (SharePoint), develop work products, logs and
other project documents
2010 Sep - 2012 July Project Manager (contract), CIBC, Toronto
Risk Management: Private Equity SubLedger - Investran
(SunGard). It involved integrating a complex vendor product
into the organization using net new infrastructure,
technologies and business functionality; customizing it to
provide the maximum benefit. IFRS regulatory
compliance/reporting.
< Successfully managed medium size projects from end to end
following CIBC Enterprise Delivery Framework (EDF), Vendor
selection/management, procurement process, SDLC/PMLC,
Waterfall
< Define and manage project objectives, deliverables,
constraints and activities in conjunction with the project
team - up to 30 resources, budget 8M
< Change Management: identify, address issues, plan and
monitor deliverables roll out
< Prepare, review and manage documents (SharePoint): SOW,
Seed Funding, Project Charter, Business Case, Budget, WBS,
Schedule, Contingency Plan, Tailoring, Project Management
Plan, Steering Committee presentations, Risk Assessment,
Logs, BRD, CR, Training,
< Coaching team members, mentoring, development and training
< Manage UAT/PAT testing: prepare Test Strategy and Master
Test Plan, HP QC
< Project completed on time and on budget. It received
perfect Project Satisfaction score, positive feedback from
senior executives, and was recognized for its outstanding
teamwork and leadership
2010 June - 2010 Aug Business Analyst (contract), ROYAL BANK OF CANADA,
Toronto
Capital Markets: CMACS (Capital Markets Access Control
System), Change Management.
< SOX regulation - User Access Control Automation, Identity
Management, Roles & Permissions
< Role mapping, analysis of feeds/reports, validation of
users, entitlements, identifying role owners
< Change Management: identify and analyze issues, plan and
execute CM deliverables
< Assisting Project Manager with completing project artifacts
and management
2009 Sep - 2010 Mar Business Analyst (contract), BANK OF MONTREAL,
Toronto
Capital Markets: Fixed Income/Repo/Equity transactions,
matching improvements for NI24-101 OSC (Ontario Securities
Commission) regulation by introduction of new and
streamlining existing OMS processes and technologies (Trading
Systems: Fidessa, DSTS, BPS).
< Collect requirements, use cases, analyze issues, understand
stakeholders' needs
< Create requirements document, interpret and prepare data
flow diagrams, process reengineering
2008 Aug - 2009 Sep Business Analyst (contract), SCOTIABANK, Toronto
Assigned sector: Investment Banking/Brokerage- RPM
Technology, Investment Platform, front-end application
(accounts, deposits, withdrawals, maintenance, Cash, GIC,
MF).
1. Working with 3rd party vendors, process
management/improvement
2. Gather requirements, prepare, review and execute UAT/QA
test cases
2007 Oct - 2008 July Development Business Analyst (contract), IBM,
Securities Industry Services, Toronto
Assigned sector: Security Master, OSS - brokerage/securities
processing (Fixed Income, Derivatives & Equities, GIC, FX),
CMMI methodology.
3. Gathering requirements, functional specifications, use
cases, business rules, signoffs
4. Prepare, review and execute UAT/PAT test cases,
Traceability Matrix, report test results
2006 Nov - 2007 June Business Analyst (contract), BROADRIDGE FINANCIAL
SOLUTIONS (ADP), Toronto
Assigned sector: Product & Conversions Department - Pending
Trades, Security Master, Memos.
5. Analyze client business requirements and prepare detailed
requirements document
6. Prepare, review and execute UAT test cases with
developers/BAs and coordinate client testing
2005 Nov - 2006 Sep Business Analyst (contract), ROYAL BANK OF CANADA,
Toronto
Capital Markets: Basel II regulatory compliance - RIBS,
Securities Finance Credit System.
< Gather and analyze requirements, document, business process
flow, gap analysis, testing, SQL
< Axiom - risk engine implementation (Credit/Market Risk,
VaR, AIRB, PD, LGD, EAD)
< Business Continuity (Disaster Recovery) and Identity
Management (Roles & Permissions)
2004 Sep - 2005 Oct Business Analyst (contract), IBM, Securities
Industry Services, Toronto
Assigned sector: Front-to-Back Office System, Trade Innovator
- brokerage/securities processing (Fixed Income, Derivatives
& Equities, GIC, FX), CMMI methodology.
7. Gathering requirements, functional specifications, use
cases, business rules, UAT/PAT testing
8. Perform analysis work with clients, developers to implement
resolutions to system problems
2004 Jan - 2004 July Business Analyst (contract), DIGITAL SHAPE
TECHNOLOGY, Montreal
Assigned sector: Fund of Funds Wealth Mgmt Technology, Front-
to-Back Office System.
9. Worked with portfolio manager, business users to understand
business and technology priorities
10. Support the technology team to identify and resolve
business issues
2002 Mar - 2003 Dec Assistant to Portfolio & Operations Manager TIP
INVESTMENT ADVISORS, Montreal
Assigned sector: Wealth Mgmt - Fixed Income, Index Futures & Options,
FX, Equities.
11. Manage, maintain and improve Front-to-Back Office System
and processes
12. Analyzed market/credit risk, portfolio, trade execution,
reviewed instruments and trade entries
1999 Jan - 2002 Feb Fixed Income Analyst, FRI Corp., Montreal
Assigned sector: Yankee Bonds, US convertibles, Canadian & US
corporations (High Yield & Investment Grade), treasuries,
municipals, agencies.
13. Conduct quantitative, qualitative analysis and research on
financial instruments; top-down, bottom-up, relative
value, credit risk, yield curves, spreads and terms
14. Rendered accurate and up to date valuation of fixed income
& derivative instruments
Education
Completed in 1999 Canadian Securities Course (CSC)
Completed in 1998 Bachelor of Commerce, Major: Finance, Concordia
University, Montreal
Computer
Windows XP, Microsoft (Project, Word, Excel, Access, PowerPoint, Outlook,
Visio), SharePoint, Reuters, Bloomberg,
OSS, BPS, Trade Innovator, Investment Platform, RPM, ClearQuest, HP Quality
Center, SQL, .NET,
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