Canada
Passionate about driving impactful digital transformation projects within the Banking and Finance sectors. As a Certified Project Manager, I've had the opportunity to lead some incredible initiatives, including delivering notable high-budget projects ahead of schedule and under budget. I thrive on fostering collaboration and teamwork, ensuring that every project I'm involved in is a true team effort. I love diving into complex systems and finding innovative solutions to drive company growth and increase revenue. I have a solid background in retail proposition development within the financial services industry. From product ideation to implementation, I've been there every step of the way. Understanding customer needs and requirements is second nature to me, and I pride myself on my ability to bring creative leadership to the table. When I'm not leading projects or collaborating with teams, you can find me exploring the latest industry trends or diving into a good book on leadership. Areas of expertise: • Project Management • Risk Management • Financial Advisory • Communication • Time Management • Relationship & Stakeholder Management
Strengthened Gatestone’s operational alignment with Amex U.S. and Canada by developing and implementing proactive control and compliance reporting frameworks, improving audit readiness, and visibility into high-risk activities, and responsiveness to client oversight requirements. While also managing Gatestone’s execution on major Amex initiatives (Canada Financial Relief Program relaunch and U.S. Inconvenient Call Time policy alignment, driving cross-functional coordination to strengthen compliance, reduce regulatory risk, and improve customer outcomes, contributing to a 20% increase in participation. - Lead the full lifecycle of IT projects, developing comprehensive project plans, schedules, and cost estimates, ensuring adherence to defined scope, timelines, and budget parameters while continually strengthening delivery efficiency. - Coordinate developers, systems engineers, architects, operational teams, and client stakeholders, maintaining alignment across all stages of work, fostering a cohesive and collaborative environment that reduces delivery friction and enhances project outcomes. - Manage personnel, technical resources, and equipment across concurrent initiatives through capacity assessments and resource acquisition or reallocation recommendations to sustain productivity and operational balance. - Communicate project progress, risks, and milestones to senior leadership and key stakeholders through clear reports, briefings, and escalation pathways, ensuring transparency and supporting timely, informed decision-making. - Identify emerging operational and technical risks, develop targeted mitigation strategies, and conduct post-implementation evaluations to capture lessons learned and enhance governance frameworks for future IT initiatives. - Champion collaboration across IT and business teams, facilitating alignment on project goals and timelines, ensuring successful delivery of client-focused initiatives, and enhancing project outcomes.
-Directed the upgrade of Receipts by Wave, a mobile app for digitizing receipts, employing a hybrid Agile-Waterfall approach. Implemented API integration with OCR technologies for receipt scanning and coordinated a cross-functional team to deliver the project on time and within budget, enhancing user experience and streamlining expense tracking for over 100,000 users. -Led a cross-functional team of 5+ members to deliver a $600K digital transformation project focused on enhancing Wave+ (Wave Plus), a premium service offering personalized financial support, including bookkeeping, accounting coaching, and tax services. Directed user interface enhancements, and integration with additional financial tools to maintain service excellence and relevance. ● Manage all project phases from initiation to closure, leveraging PMBOK guidelines and Agile/Waterfall methodologies, leading to the successful delivery of projects within scope, on time, and within budget. ● Facilitate Scrum ceremonies including daily stand-ups, sprint planning, retrospectives, and sprint reviews using Jira and Confluence, increasing team velocity. ● Develop project plans aligning scope, time, cost, quality, and resources using MS Project and Smartsheet, leading to an increase in the success rate of project deliverables within agreed timelines and budgets. ● Coach Scrum teams on user story writing, prioritization, and estimation, enhancing team efficiency and ensuring high-value requirements delivery with a faster turnaround product design. ● Lead issue and risk management activities, develop and update the RAID (Risks, Assumptions, Issues, Dependencies) log using Jira and Confluence, resulting in a reduction in escalated issues and an improvement in risk mitigation efficiency across projects. ● Resolved team impediments to meet project deadlines, resulting in an increased team velocity.
Legacy System Migration: Led a project for migrating data from a legacy system to a new ERP solution, completed the migration ahead of schedule and 15% under budget while maintaining 99.9% data accuracy. -Used Project Portfolio Management (PPM) tools such as Primavera P6, and JIRA to manage project timelines, resources, risk, and cost. -Updated project schedules and progress reports using MS Project, reflecting current information across all scopes of work, executed project close-out activities for 2 projects. -Collaborated with the Product Owner to define, prioritize, and refine the product backlog, employing Agile methodologies and Jira for effective backlog management, resulting in a faster delivery of high-priority features. -Collaborated with executives to define strategic project objectives aligned with organizational goals, resulting in an increase in project alignment with the company's vision and mission. -Championed change management initiatives, ensuring smooth project transitions and user adoption, increasing stakeholder satisfaction and successful change implementation. -Conducted post-project review and closure meetings, incorporating feedback and lessons learned into process improvement plans, resulting in a 20% increase in subsequent project efficiency. -Worked with stakeholders to remove impediments, employing negotiation and problem-solving skills to support the team in achieving sprint goals. -Served as key communication liaison, effectively conveying project updates to senior management, project teams, and clients.
Developed an investment app that garnered 7K+ sign-ups and generated a steady monthly deposit sum of $22.5M within six months, leveraging digital marketing strategies for user acquisition. Automated the SME loan process with Salesforce, disbursing $4.4M to over 650 SMEs within a quarter, enhancing credit accessibility and supporting business growth. -Led a cross-functional team of 12, including developers, designers, and marketers, using Agile methodologies to deliver innovative banking products on schedule and within budget, leveraging tools like JIRA and Slack for project management and communication. -Launched the Business Hub platform, attracting over 10K businesses by offering integrated financial and non-financial services, using Google Analytics for engagement tracking and service optimization. -Introduced SocialPay, a digital payment solution, capturing valuable cross-selling data for 12K merchants and boosting payment convenience and merchant services. -Managed a diverse customer base of 100K, maintaining substantial liabilities with minimal risk through strategic risk management tools and CRM systems. -Conducted competitive analysis using tools like SEMrush, leading to customer-centric product innovations by identifying key market trends and customer preferences.
Played a pivotal role in driving strategic initiatives, analyzing complex data, and providing actionable insights to optimize business processes and enhance customer experiences. Through comprehensive training and mentorship, I developed a deep understanding of banking operations, financial products, and industry trends in the financial sector.