Deliverable:As a Sr. Project Manager, I was responsible for managing multiple issues throughout their lifecycle, coordinating with management and remediation teams to ensure efficient and timely resolution of Cyber and IT Risk Remediation within the financial services sector and infrastructure.

Issue Lifecycle Management: Oversee the entire lifecycle of multiple Regulatory issues, ensuring they are addressed in a structured and timely manner.

• Collaborate closely with management and remediation teams to ensure issues are managed efficiently.
• Timeline Adherence: Ensure all issues adhere to agreed-upon timelines and follow the established issue lifecycle structure.
• Stakeholder Communication: Regularly socialize project updates to relevant stakeholders and forums, ensuring transparency and alignment across teams.
• Provide timely escalations and highlight potential risks effectively to mitigate project impacts.
• Project Documentation: Maintain all project artifacts, ensuring they are up-to-date and reflect the current status of issues and resolutions.
• Team Collaboration and Best Practices: Share best practices within the team to enhance overall performance.
• Support the team with additional resourcing as needed.
• Define and carve out roles and responsibilities in collaboration with the business sponsor.
• Proven experience in Cyber and IT Risk Remediation project management, particularly within financial services.
• Strong understanding of issue lifecycle management and risk mitigation strategies.
• Excellent communication skills with the ability to socialize project updates to various stakeholders.
• Experience in managing both in-person and remote teams in a hybrid working environment.
• Proficiency in maintaining project documentation and artifacts.
• Ability to escalate issues and highlight risks in a timely and effective manner.
• Demonstrated ability to share best practices and contribute to team development.

Managing and working alongside a team of 5 to create a custom-built cryptocurrency robotic trading platform infrastructure based on Artificial Intelligence and intelligent machine management. My role involves:

• Design and test the algorithms for the various models created (Python, JSON, REST API).
• Design and test the web platform functionality.
• Create and manage the project plans, bug tracking and remediation.
• Integrate chatbot into an internal knowledgebase for AI generated results.
• Working with legal to ensure alignment with compliance.
• Manage test group tickets.

Deliverable: As a Sr. Program/Project Manager, following PMBOK principals and methodology, I used strong leadership to direct and coordinate team members for the CIBC Fusion Program focusing on Cyber & Information Security, Threat Intelligence, and AML/Fraud incidents.

• Structure planning and implementation of new OSFI Regulatory guidelines for all global region infrastructures of the CIBC Fusion Program.
• Take the projects from initiation, planning and roadmap creation to closure through region scope identification and implementation steps for each global region.
• Project reporting using Planiew.
• Develop implementation of playbooks to share with the global regions for program execution.

Deliverable: As a Sr. Project Manager, following PMBOK principals and methodology, I used strong leadership to direct and coordinate team members for multiple cyber projects including Cloud Security Posture Management and other data integrity/retention tool implementations plus IAM/PAM Cloud Assessment & Remediation deliverables. Collaborated with project resources and non-project resources including internal staff, external consultants, as well as vendors. Program implementation and Cloud Native projects were complex and large-scale, spanning entire Enterprise Cloud (AWS & Azure).

• Project Coordination to proactively identify risks to the Regulatory project schedule and determine mitigation routes. Monitored milestones and KPIs to ensure alignment with timelines and budgets. Executed project plans to meet budget, time, and risk expectations
• Deliverables include launching new SaaS tool integration on Enterprise level in Cloud Security realm. Managed workstreams in IT and business groups with multiple inter-related projects necessitating the need for comprehensive and agile Organization Change Management plans.
• Technology infrastructure implementations: Go/No-Go for Cloud Security Posture Management (CSPM) / Privacy Impact Assessment (PIA) tool implementation consisting of multiple releases from interim tactical solutions rolling into strategic solutions using SaaS integration.
• Vendor engagement and lifecycle management with various vendors for ServiceNow integration of workflow and ticket and live incident management.
• Information Delivery Platform (ERP) data lake implementation using IS automation.
• Acted as a Scrum Master for the SailPoint implementation with various Cloud Native applications (CSPM, AD, GRCE).
• CyberArk EPV and IAM/PAM integration with ServiceNow.
• Managed CyberArk Enterprise Password Vault (EPV) implementation.
• CI/CD pipeline integration with GitHub Enterprise Cloud and Cloud Security Posture Management tool for Vulnerability and Compliance Management with NIST, ISO, and cybersecurity regulatory standards.
• Database platform migration from on-Prem repository (SourceOne) to long term storage platform using EPIQ to align with OSFI & SEC retention compliance regulations.
• Legal-hold document retention experience using vendor SaaS tool integration in BMO Cloud and on-prem app integration for filtering, archiving, and destruction of data as required.
• Merger & Acquisition projects with The Bank of the West and Marshall & Isley data migration and retirement.
• Maintained vendor risk & governance registers, escalations where necessary.
• Project reporting using Clarity.
• Enterprise level multi-business line data integrity and cash management fraud detection implementation across all North American banking centres.
• Prepared regular communications and presentations for Project Stakeholders including Senior Leadership SteerCo meetings and Leadership Advisor presentation meetings.
• Vendor engagement and lifecycle management - negotiations with third-party vendors for deliverables, scope, and timing of work.
• Cyber security application & Information Security Program implementation in both IT and Non-IT space using SDLC/PLM and agile techniques for user stories, QA Testing.
• Clarity forecasting, resource, risks, and issues management.
• Expert level usage of MS Project, MS PowerPoint, Excel, Word, CA PPM (Clarity), Excel/VBA Macros, RPA); Advanced level usage of PowerBI.
• Risk Management and Issue Management for in-flight projects.

Deliverable: As a Sr. Project Manager, following PMBOK principals and methodology, I used strong leadership to direct and coordinate team members for multiple transformation projects including other project managers, business and technology resources, user groups, internal and external consultants, and contractors. Programs and projects are extraordinarily complex and large-scale in nature, spanning internationally from Canada throughout Latin America.

• Program and Project Coordination to proactively manage risks to the Regulatory projects’ schedules and infrastructure.
• Monitored milestones and KPIs to ensure alignment with timelines and budgets.
• Executed project plans to meet budget, time, and risk expectations.
• ERP and Command Centre Delivery – Part of the International Wealth Management Business group.
• Business Delivery supported the business objectives and delivered all projects related to international work management across all jurisdictions that Scotiabank supports.
• Value Proposition: Work in an International department with exposure to all Scotia jurisdictions. Created a Transformation journey at Scotiabank to make a significant change in the business.
• Strategic bilingual role, delivering strategic projects that impact the bottom line of the business.
• Remotely managed numerous SEC & FFIEC US regulatory audit remediation projects in the Caribbean region (CCAU) dealing in manual process & procedure activities and converting several into technology fixes for sustainability.
• Technology implementations: Program implementation with cloud security deployments, Salesforce, identity access management (IAM), privileged access management (PAM), privacy impact assessment (PIA), and personally identifiable information (PII) filtering via data classification support regional compliance requirements.
• Program governance over international SEC regulatory work.
• Risk Management and Issue Management for in-flight projects.

Deliverable: As a Sr. Project Manager, following PMBOK principals and methodology, I used strong leadership to direct and coordinate team members for multiple transformation infrastructure projects including other project managers, business and technology resources, user groups, internal and external consultants, and contractors, as well as vendors and OSFI & SEC regulatory bodies. Programs and projects were extraordinarily complex and large-scale in nature, spanning multiple functions and/or business groups, and contains multiple inter-related Cloud Native and Onprem platform migration projects.

• Establish and direct IT and Non-IT program implementation, Financial Management & Tracking large/multiple cyber application projects which have been initiated by the Accountable Executive. These include launching new products and Big Data infrastructure services which are complex and large-scale in nature, spanning multiple functions and/or business groups, and contains multiple inter-related projects necessitating the need for comprehensive and agile Organization Change Management plans.
• Digital and cash management fraud monitoring, mitigation, and command centre program working with IBM AI platform.
• Program and Project Coordination to proactively manage risks to the projects’ schedules.
• Monitored milestones and KPIs to ensure alignment with timelines and budgets.
• Executed project plans to meet budget, time, and risk expectations.
• Acted as a Scrum Master for the SailPoint integration with IAM, PAM, and CyberArk applications as well as live incident management.
• Technology implementations: Managed 2 dependent Digital IT projects which involved privacy impact assessment (PIA), IT architecture, software application design/implementation, business process re-engineering, corporate customer access.
• Each project required AODA training and practical application as part of the Enterprise level accessibility and disability inclusiveness requirements.
• Dependent projects were due to OSFI Regulatory audit findings which required regular reporting to OCC to give progress and verification of remediation.
• Worked regularly with all business lines (Front-line, Wealth Management, Private Banking, Capital Markets brokerage) to ensure corporate customer access, uninterrupted enterprise online banking and real-time payment commitments were met.
• Prepared regular communications and presentations for Project Stakeholders including Senior Leadership SteerCo meetings and Leadership Advisor meetings.
• Vendor engagement and lifecycle management – conduct negotiations with IBM on deliverables, scope, and timing of work.
• Maintained vendor risk & governance registers, escalations where necessary.
• Cyber security application & Information Security Program management in both IT and Non-IT space using SDLC/PLM and agile techniques for user stories, TDD, Continuous Integration, QAQC Testing.
• Worked with integration team to deliver an IBM Artificial Intelligence (AI) platform for bank’s global transaction monitoring initiative to reduce fraud losses.
• Acted as Program liaison with project managers to organize the delivery a bank-wide Fraud mitigation program which utilized Identity and Access Management SSO and SAML technology.
• Go/No-Go & Leveraged RFPs to ensure delivery of required end-products through thorough requirements traceability matrix mapping to the original DRSs and ISDs.
• Merger & Acquisition project work with Marshall & Isley data migration.
• Monthly project financials - budget forecast reconciliations to align with the Program implementation plans and account for variances in actual results.
• Expert level usage of MS Project and Jira for project planning, MS Project and Jira for project planning, MS Excel/Macros/VBA for Financial management, accounting, and analysis tool creation using advanced VBA (macros), CA PPM (Clarity) used for cost management reporting, MS PowerPoint user for creating presentation decks, MS Word and Confluence for document creation, MS Visio for workstreams and org charts, Robotic Process Automation (RPA) with MS Power Platform (PowerBI).
• Risk Management and Issue Management for in-flight projects.

Deliverable: As a Sr IT Project Manager, following PMBOK principals and methodology, I updated processes to meet IIROC 2800C OSFI Regulatory Requirement, transformation of legacy Database System to updated infrastructure, migrated data and processes to new proprietary system with SharePoint integration and create automated information security governance model with corporate customer access to ensure data integrity and adherence to regulations and policies using SDLC/PLM and agile techniques for user stories, TDD, Continuous Integration, QAQC Testing.

• Worked with many business lines for Capital Markets Trade Processing, Rates Trading, Credit Trading (Derivates) with IT projects

• Program and Project Coordination to proactively manage risks to the projects’ schedules.
• Monitored milestones and KPIs to ensure alignment with timelines and budgets.
• Executed project plans to meet budget, time, and risk expectations.
• ERP Program implementation and governance over Canada (OSFI) and USA (SEC) regulatory projects and audit remediation.
• Created roadmaps and participated in the standards process for Identity and Access Management (IAM), privileged access management (PAM), and SailPoint IDM.
• Managed platform migration of server infrastructure projects (Linux) which involved software design/implementation, business process re-engineering, corporate customer access, SQL server.
• Back-office project team was in Canada (Toronto) and USA (Chicago, St Louis, Milwaukee, Atlanta) – all work was done on a remote basis.
• Supplier management and negotiations with offshore vendor performance on deliverable including KPIs and performance measurement.
• Maintained vendor risk & governance registers, escalations where necessary.
• Financial Management & Tracking for cost management and financial forecasting of the project and sub-projects.
• Leadership and facilitation of daily scrums with offshore and on-site teams and maintained backlog for presentation to management teams.
• Prepared regular communications and presentations for Project Stakeholders including Senior Leadership SteerCo meetings and Leadership Advisor meetings.
• Communicate status of projects milestone deliveries for assurance standards as set out by EPMO.
• Manage project budgets and expenditures through its lifecycle, ensuring alignment of transaction controls and cost management.
• Successfully completed new Investment Industry Regulatory Organization of Canada (IIROC) reporting requirement platform, effectively increasing organization's data integrity capabilities.
• Each project required AODA training and practical application as part of the Enterprise level accessibility and disability inclusiveness requirements.
• Acted as a Scrum Master for ERP Integration of several third-party API applications into automated data governance tool.
• Worked with Digital online banking, customer onboarding and various other departments in data quality assurance for reporting purposes.
• Professional level usage of MS Project and Jira for project planning, MS Excel for Financial management (VBA macros, Pivot tables advance formula functions including VLookps and multi-sheet linking), accounting, and analysis tool creation using advanced VBA (macros), CA PPM (Clarity) used for financial reporting, MS PowerPoint user for creating presentation decks, MS Word and Confluence for document creation, MS Visio for workstreams, Robotic Process Automation (RPA) with MS Power Platform.
• Risk Management and Issue Management for in-flight projects.

Deliverable: As a Sr IT Project Portfolio Manager, following PMBOK principals and methodology, I prepared monthly reports which consisted of portfolio items requiring focus of the executive committee. These reports utilized a detailed RAID log to outline and give recommendations to the executive committee for critical few projects needing attention to bring them back to Green.

• Led Enterprise Technology Services (ETS) Portfolio Governance | BMG/TEC group on Financial Management & Tracking for financial forecasting of the portfolio, reporting functions and program implementation development, ultimately creating published report for stakeholders ensuring lifecycle and WBS compliance. Collaborated investigation with managers across segments to identify areas of opportunity, and initiatives to improve cross-functional alignment and performance. Engaged in activities of ETS Advisory Committee, attending meetings, and creating reports and recommendations for distribution.
• Direct leadership of the ETS Governance Team which consisted of 5 Analysts who did monthly analysis and reconciliations of project metrics for critical few projects.
• Following an agile framework, led regular scrums at recurring intervals based on the business day requirements.
• Formulated analytical program to track and monitor critical few project KPIs, maintaining high levels of efficiency and process consistency to ensure accountable executive responsibility.
• Identified and analyzed portfolio risks, escalating findings to executives with recommendations for remediation as per TD Bank Group portfolio management policies.
• Prepared regular communications and presentations for Project Stakeholders including Senior Leadership SteerCo meetings and Leadership Advisor meetings.
• Each project required AODA training and practical application as part of the Enterprise level accessibility and disability inclusiveness requirements.
• Utilized SharePoint repositories for each group for RAID log creation and maintenance.
• Skillfully navigated cross-functional boundaries with exceptional interpersonal skills to ensure delivering the monthly reports and recommendations on schedule and on point.
• Projects in portfolio ranged from Infrastructure Cloud Transformation and Big Data Migration from Data Centre retirements to enterprise-wide ERP software digital application deployments and customer authentication / corporate customer access / identity access management (IAM) / privileged access management (PAM) deployments and high-visibility, high-risk and high-dollar value digital online banking, Capital Markets / Wealth & real-time payment projects as well as supplier management oversight.
• Expert level usage of MS Project and Jira for project planning, MS Excel for Financial management, accounting, and analysis tool creation using advanced VBA (macros), CA PPM (Clarity) used for financial reporting, MS PowerPoint user for creating presentation decks, MS Word and Confluence for document creation, MS Visio for workstreams.
• Risk Management and Issue Management for in-flight projects.

Deliverable: As a Sr Project Manager, following PMBOK principals and methodology, I led the transformation of legacy proprietary ticket and knowledgebase infrastructure with web-based applications for digital marketing and payment processing to updated platform.

Analyzed pain points of legacy enterprise resource planning (ERP) system to provide strategic, tactical support in evolving to new system, utilizing software as a source (SaaS) systems Zendesk, Oracle HR, and a proprietary python-based platform.

• Platform migration of BPO Enterprise ERP command centre with on-premises (Linux) and cloud infrastructure.
• Merger of acquired competitor data into YA environment for information security and technology consolidation.
• Vendor management (Oracle, Zendesk, Salesforce).
• Created Learning and Development platform for agent onboarding, continuous learning, and knowledgebase geared to agent users for customer service.
• Acted as a Scrum Master, managed/monitored all changes in IT production, from completion and success rates to resources required, and production outages.
• Procurement - Identified acceptable service vendors, as a member of Request for Quotation (RFQ) team, ensuring stakeholder needs aligned with purchasing requirements of organization and aid in selection decision making.
• Provide regular product roadmap updates and product lifecycle management updates to management.
• Corporate customer access, authentication, and identity access management via third-party integrations (KYC).
• Integrated various API applications into the various platforms from third-party data providers.
• Expert level usage of MS Project and Jira for project planning, MS Excel for Financial management, accounting, and analysis tool creation using advanced VBA (macros), Workfront used for financial reporting, MS PowerPoint user for creating presentation decks, MS Word and Confluence for document creation, MS Visio for workstreams and org charts.

Deliverable: Following PMBOK principals and methodology, I established Ground-up Design and Implementation of PMO Office for Organization to focus on Programs and Projects in North and South America.

• Command centre platform migration with focus on information security and technology upgrade.
• Head of Procurement for ERP systems for Enterprise where Oracle was used to organize the CRM, VoIP, Project Management, Cloud Storage and Asset Management of firm.
• Accountable for Financial and Program implementation management and reporting to Legal Department, Shareholders, and other Stakeholder with respect to performance of Program and Project Goals, as well as Issues and Incidents.
• Lead RFQ process with Vendors where Service Now, Oracle and Zendesk were evaluated based on selection criteria determined during Stakeholder Requirement discovery and analysis.
• Craft Project Management Plan for both Technical and Business Projects using MS Project, Excel, Word, Visio, and PowerPoint with the purpose of designing the implementation of the COTS where possible in addition to mapping the modifications needed to meet the strategic goals.
• Utilized Agile Methodology for internal Projects and Waterfall Methodology for client Projects.
• Ensure Programs and Projects met goals of Investor and Shareholder covenants with banking facilities in Hong Kong, Singapore, UAE and Luxembourg as well as compliance with SEC regulations.
• Risk Management of leveraged funds to ensure Programs were maintained within prescribed Credit Risk tolerances.
• Department Head for recruiting, coaching, conducting performance evaluation and compensation planning for staff.
• Client-facing Escalations Expert in managing internal and external stakeholders and their issues pertaining to Program/Project activities.
• PMO Program Manager providing support to local and offshore Project Managers both face-to-face and virtually while creating a challenging, stimulating, and engaging atmosphere.
• Lead Business Analysis initiatives in determining Stakeholder requirements through planning an implementation of Project Management Plan and rollout.
• Instrumental in design and implementation of Project Finance Programs with respect to Risk and Quality Management.
• Served as Board Member and Director on Fund and Asset Management Organization.
• Public Speaking and Presenter in English and Spanish for Investor Prospectus and Program Presentations to investors, banking entities and clients.
• Change Control Board Member for both Program and Project initiatives.