Robert Montgomery

Audit Manager | Compliance Manager

Toronto, Ontario, Canada

About

Audit Manager | Compliance Manager Audit and Compliance management/ 10+ years of promoting best in class operational / internal audits with major Canadian Banks. Control Risk Assessments  Control Documentation  Design/Operational Deficiencies  Pro-active leadership characterized by ability to adapt quickly to new situations, for resilient interpersonal skills that include change management and conflict resolution, and for championing a team’s ability to meet corporate goals by sharing expertise with stakeholders and colleagues.  Exceptional ability to identify key risk deficiencies, gaps and exposures, and provide management with reasoned, strategic, best in class recommendations for effective resolutions.  Deep knowledge of banking lines of business, financial and non-financial controls relating to Sarbanes Oxley certification process and COSO enterprise risk management and internal control framework; rich understanding of audits, governance, semi-annual and annual attestations, and conducting Business Continuity Plan assessments. Key Qualifications: Audit planning – Audit execution – Audit reporting – Assessment of risk & control – Ensuring regulatory compliance – Compliance audits – Sarbanes Oxley – SOX controls – Internal audits – Process testing – EUC procedure documentation, testing – Spreadsheet-based programs - Audit documentation systems, specific to individual Banks.

Experience

  • Contractor: Corporate Audit Department at Bank of Montreal, Toronto
    May 2010 - Dec 2011 · 1 yr 8 mos

    Responsible for documentation and testing of key operational and compliance controls for six branches and four operational departments including; Settlements, Wealth Management Services, Document Management, and Credit and Risk Monitoring.

  • Director (independent Board Member) at Xtra-Gold Resources, Toronto
    Mar 2007 - Jun 2011 · 4 yrs 4 mos

    Member of Board of Directors; functions include review and approval of Financial Statements and review and approval/disapproval of major corporate activities/ Corporate Governance.

  • Contractor: Capital Markets at Royal Bank of Canada,
    Sep 2009 - Mar 2010 · 7 mos

    • Responsible for documentation and implementation of Standards of Documentation for Capital Markets. Responsible for identifying, documenting and testing of EUCs for Capital Markets Finance Control Group

  • Consultant, Sarbanes Oxley at CIBC Mellon, Toronto CIBC Mellon, Toronto, Ontario
    Aug 2008 - Nov 2008 · 4 mos

    Responsible for identification, documentation and testing SOX controls for Asset Administration and Corporate Trust; Revenue, Receivables, Cash and Collections cycles and Assets under Administration calculations and reporting.