Director, Enterprise Project Management Office (4 Years)

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Overall top-of-the-house responsibility for CIBC’s total project portfolio ($1 billion of annual spend & ~400 active projects).  Responsibilities include fiscal planning, reporting, ownership of the funding process and governing the entire project portfolio of CIBC to drive business value and strategic direction.  Also responsible for setting project policy and standards for the bank and owning the bank’s project management tools

 

Key Accomplishments

• Designed and created a benefits monitoring, and reporting being process that resulted in 58% more additional ROI (Return-On-Investment) from the same project portfolio investment.

• Led the strategic project planning process to build the total annual project plan for the bank every year, aligning the $1 billion of spend against key strategic priorities.  Approximately 650 initiatives were planned on an annual basis.

• Redesigned the project governance mechanism to oversee and govern ~400 projects with efficient use of resources, which were deployed to institute better planning and benefit realization.

• Designed an industry leading business case mechanism to strategically invest 87.5% of capital spend all project investments against key strategic imperatives.

• Successfully designed and implemented the overall portfolio reporting mechanism providing aggregated insights and health of the project portfolio to senior management.

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Director, Business Intelligence & Analytics, CIBC Insurance (1 Year)

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Delivered all contact center analytics, marketing & customer analytics, product analytics and reporting for the CIBC Insurance business.  Led the performance measurement function of the CIBC Insurance business and front line for CIBC Insurance products.

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Key Accomplishments

• Established the Analytics function for CIBC Insurance, putting together the team, the systems and the processes to enable the CIBC Insurance business to run effectively.

• Designed and created the Business Intelligence data warehouse and analytics system (project budget of $2 million).

• Delivered improvements to CIBC Insurance front line performance measurement & reporting system and managed the improved system.

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Director, Program Delivery & Analytics, CIBC Insurance (1 Year)

 

Responsible for end to end project delivery and managing the team of Project Managers.  All projects were business projects that included business, technology, legal and vendor components for every change.

 

Key Accomplishments

• Managed and delivered the Core Creditor Consolidation project successfully in record time that consolidated approximately 900,000 insurance policies to a single insurer to attain cost efficiencies and customer improvements.

• Successfully launched the CIBC Home and Auto Insurance Product for CIBC. 

• Proposed and originated the idea to establish an Analytics & BI function for CIBC Insurance.

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Director, Financial Controls and SOX, CIBC Capital Markets (2 Years)

 

Was responsible for the Auditing and Financial Controls of CIBC Wholesale Bank (both Capital Markets & Investment Banking businesses). 

 

Key Accomplishments

• Successfully consolidated Financial Controls function for CIBC Capital Markets (Capital Markets & Investment Banking businesses) with an average balance sheet of CAD $110.8 billion (2011), revenues of CAD $2.064 billion (2011) and net profit of CAD $565 million (2011), bringing together two separate audit functions and gaining 50% audit resource efficiencies.

• Successfully audited Capital Markets controls and attained satisfactory ratings on the audits.

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Senior Manager, Finance Business Management, CIBC Finance (2 Years)

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Supported the CIBC CFO and Finance Management Committee to manage bank’s Finance function by providing Business Effectiveness support.

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Key Accomplishments

• Implemented an Information Security Awareness Project to increase the awareness of sensitive information throughout the Finance SBU.

• Successfully audited key Finance wide controls and attained satisfactory rating on the audits.

• Managed the quarterly and annual budget of approximately $40 million.

• Designed the financial budget for IFRS Conversion project to enable successful completion of the project.

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Senior Manager, Business & Project Management Office (2 Years)

 

Held overall responsibility for CIBC Card Products Project Management Office, which included Business Management (Business Effectiveness) function.

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Key Accomplishments

• Designed and implemented the Financial Planning & Reporting process to track the project portfolio sped of approximately $12 million of spend per year.

• Successfully implemented an integrated resource planning system based on Microsoft Enterprise Project.

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Senior Financial Analyst (3 Years)

 

Successfully delivered financial planning, forecasting and analysis of project budgets for CIBC Credit Cards, Collections, Mortgages, Lending and Insurance Technology. 

 

Key Accomplishments

• Designed and delivered a standardized model to track and monitor all aspects of the project budget.

• Exclusively managed the project financials on strategic projects with budgets up to $38 million.

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Project Coordinator (1 Year)

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Delivered Project Financials, Resource Planning and Project Reporting support for all Customer Information projects.

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Key Accomplishments

• Delivered Project Financials, Resource Planning and Project Reporting support for all Customer Information projects.​