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Work Background
ManulifeGlobal Tax Transformation Sr. Project Lead
Sep. 2024Toronto, Ontario, CanadaCanada GST/HST Break - worked with Ivala, Manulife Ivalua Program and internal Lawson Infor Technology teams, and Canadian Suuplies currently onboarded in Ivalua' Procure-to'Pay to 1) identify goods and services that meet HST break criteria, 2) identified which tax code to use for Ivalua invoices and Internal GL posting for period from 12/15/24 to 03/15/25. 3) coordinated internal and external communication outlining which goods & services were impacted and process for invoicing and payment posting and processing 4) coordinated timing and process to resume pre-GST/HST tax codes and processes to align with end of Tax break. Global Minimum Tax/Pillar 2 - working as over project lead to 1) update 2024 work plan with 2025 milestones and deliverables 2) create draft and final budge 2025t plans in GIA 3) create monthly GIA update with business and technology YTD actual against forecast financials 3)
ManulifeGlobal Project Manager/Co- Change Lead
Oct. 2021 - Mar. 2025Toronto, Ontario, CanadaIvalua I2C and P2P Implmentation which is a key component of a multi-phase Global Procurement digital transformation program. Awarded Ivalua's 2022 Best New client deployment.
ManulifeGlobal Project Manager - Ivalua S2C Implementation
Oct. 2021Toronto, Ontario, Canada
Infrastructure OntarioIT Project Manager
Dec. 2020 - Dec. 2021Toronto, Ontario, Canada
Impact Culture Inc.Change Lead
Aug. 2020 - Nov. 2020Worked as part of the Impact Culture team on a short-term contract to create and stand up the Change & Communications workstream for end client who was implementing a OMS/OEM application. Collaborated with key stakeholders, workstream leads and program leadership to identify/confirm change and communications needs, concerns related to interim and target operating models and Phase 1 implementation.
RBCImplementation and Transition Lead
Apr. 2019 - Dec. 2019Toronto, Ontario, CanadaLed on global procurement initiative focused on the transition to an innovative Global Source to Contract tool (IVALUA), with oversight of key operational aspects including transition planning, change management, communication and training. Closely collaborated with internal and external project teams ensure harmonized approaches to workstreams, change management, governance, decision-making, and overall transparency. Partnered with external partners to enhance testing, develop walkthrough activities and designed extensive training material which were subsequently rolled out to multiple regions. Evaluated tool effectiveness via the establishment of critical KPI’s.
Dimension DataSenior Client Success Executive
Jun. 2018 - Apr. 2019Toronto, Ontario, CanadaResponsible for the Brookfield Asset Management portfolio, primarily accountable for overall operations and fostering robust relationships with various executive teams. Promoted positive client interactions and administered fundamental support with regard to quality of delivery, change orders, escalations, and contract management. Supported achievement of established revenue targets and prepared materials for and presented at bi-weekly Executive Steering Committee meetings as well as quarterly business reviews for the executive team, and guided the AER portion of LAER (Land, Adopt, Expand, Renew).
Ontario Teachers' Pension PlanSr. Project Delivery Manager
Mar. 2017 - Jun. 2018Toronto, Ontario, CanadaDirected three projects which were central to the Capital Markets (CM) Program and comprised the largest organizational initiative undertaken by Teachers’. Selected to participant in key strategic initiatives including: implementation of Workday Talent Management Module, Remote Work Pilot and Head Office Relocation Discovery. Streamlined contractor hiring process via collaboration with outsourcing partners, CM Project Managers and Directors, and Project Sponsors while engaging in strategic negotiations with external vendors. Integrally involved daily stand-ups as well as the development of project artifacts (scope, testing, RACI’s, dashboards) and delivery framework, contract services, resource procurement, planning and scheduling, and final implementation. Developed onboarding process for new hire Project Managers.
ScotiabankSenior Project Manager
Feb. 2016 - Oct. 2016Toronto, Ontario, CanadaWorked on multiple project initiatives within the Commercial Banking and Roynat Capital divisions (Strategic Site Relocations, Financing and Lease to 3rd Party Companies, and Business Continuity Proposals). Regularly convened with executives and division leaders to establish requirements, and determine resource and technology needs, identify key deliverables and change impacts, as well as administer project timelines. Engaged in cross-departmental information sharing with Compliance, Legal, and Acquisitions.
RSASenior Project Manager
Feb. 2015 - Jan. 2016Toronto, Canada AreaDeveloped business cases to support financial models and findings of 3rd party professional services firm hired by RSA as part of their P2020 business transformation. Coordinated with executive teams, business sponsors, and outside consultants to advance P2020 Business Transformation program aimed at instituting E2E process enhancements as well as operational cost reductions company wide. Oversaw risk and issue logs, financial forecasts, and status reporting. Reported to bi-weekly executive steering committee.
CIBCDirector, Program & Project Delivery
Nov. 2013 - Feb. 2015Toronto, Canada Area
CIBC FirstCaribbean International BankConsultant - Program Development Retail Banking
May. 2013 - Jul. 2013
CIBC (McDaniel Partners)Contractor
Nov. 2012 - May. 2013Pre-Transition Project Manager - Retail Operations
Unikron Inc.Account Director
May. 2011 - Apr. 2012
McDaniel PartnersSenior Associate/Consultant
Apr. 2010 - Nov. 2013Toronto, Canada AreaProgram Management, Account Management, Program Delivery
McDaniel PartnersPartner
Apr. 2010 - May. 2011Senior Consultant and Partner currently working on a contract at CIBC.
CIBCConsultant
Jan. 2010 - Jan. 2011
STOTT PILATESDirector, Marketing and Communications
Dec. 2008 - Apr. 2010
McDaniel PartnersDirector, Client Experience
Jul. 2004 - Aug. 2008
AT&T CanadaNational Account Manager
Jan. 2000 - Jan. 2002
AT& T CanadaAccount Manager
Jan. 1993 - Jan. 2003
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