Resume of Senior IT Manager

Title
Senior IT Manager

Primary Skills
IT Management

Location
Canada-ON-Toronto

Posted
Jan-19-08

Senior I.T. Manager
Financial Services Technology Professional

Strong leader with and an ability to build solid internal and external relationships. Self-starter who learns quickly and is adaptable. Demonstrated ability to run large-scale software development projects.

Leadership
Strategic Planning
Project Management
Business Analysis
ITIL V3 Foundations
Bill 198 (SOX)

KEY ACHIEVEMENTS

Developed comprehensive Mutual Fund system to achieve control over all aspects of order processing; met FundSERV standards and provided real-time orders and inquiry resulting in 100% improvement in same day trade execution

Designed RRSP Loan system, the first web enabled application for Mackenzie Group of companies; interfaced to EZENET (CGI) banking system, reduced loan processing turnaround time from approximately 1 week to 1 day and eliminated approximately 20 temporary staff positions in peak RRSP season

Converted 78K accounts totaling $4.8B CAD in assets, as member of operating committee, from National Bank Correspondent Network for Investors Group Securities Inc. resulting in new business

Professional Experience

MRS Inc. (Mackenzie Financial Corporation) 1997 -- 2007
Assistant Vice President, Project Coordination (Director of IT )

Developed comprehensive Mutual Fund system (see Key Achievements)

Designed RRSP Loan system (see Key Achievements)

Converted 78K accounts totaling $4.8B CAD in assets (see Key Achievements)

Implemented Canadian Sarbanes-Oxley (Bill 198) legislated changes as contributing member of cross functional project team; revised standards and provided weekly status updates to IGM Financial, cross-trained Business Analysts to evaluate system and spreadsheet functions selected for control and accuracy
MRS Inc. (Mackenzie Financial Corporation) -- continued

Created Automated Transfer Online Notification (ATON) system with Canadian Depository for Securities (CDS) which reduced account transfer processing from approximately 2 weeks to 1 day

Implemented Complete Back Office service bureau model for Winfund customers; real-time data synchronization between Winfund desktop application and MRS midrange system using IBM WebSphere MQ resulting in data integrity and time savings required to update intermediary account data

Established Individual Pension Plan (IPP) and Deferred Profit Sharing Plan (DPSP) system to replace outdated purchased application

Recruited to create Project Coordination team; hired, led, managed, mentored and completed performance appraisals for Business Analysts, Quality Assurance Manager and Quality Assurance Analysts. Promoted staff to Business Analyst/Senior Business Analyst positions

Organized and led Stakeholders, Business Analysts and Quality Assurance Analysts through all phases of life cycle development for all IT projects

Coordinated company wide system maintenance and development requests as a member of Continuous Improvement Committee; periodically maintained and updated methodology, and templates for project scope, business requirements, weekly status reports, test plans, and other documentation

Organized and led ongoing maintenance of all applications including Annual Trustee Fees, Monthly Client Statements, Mutual funds, and RRSP Loans ensuring accuracy and compliance with standards and regulatory bodies such as Canada Revenue Agency (CRA), Independent Dealers Association (IDA) and Mutual Fund Dealers Association (MFDA)

Computing Environment: AS/400, RS/6000, DB/2 400, Unix, Progress, Java, C, XML, SQL

MIDLAND WALWYN CAPITAL INC. 1993 -- 1997
Business Analyst 1995 -- 1997
Promoted to Business Analyst to create requirements for the Mutual Fund system re-write which substantially reduced costs, improved order turnaround times, met the FundSERV standards and provided the company with control over their processes

Contributed to cross functional team, ensuring a solid interface between the Group RRSP system and the Mutual Fund system
MIDLAND WALWYN CAPITAL INC. - continued

Senior Programmer/Analyst 1993 -- 1995
Created COMPASS system to hold and execute standing Mutual Fund orders for Financial Advisors

Researched, analysed, developed and maintained Mutual Fund applications and independent interfaces

Computing Environment: AS/400, DB/2 400, COBOL, SQL

MUTUAL TRUST, Systems Analyst 1993
THE OSHAWA GROUP LIMITED, Senior Programmer/Analyst 1988 - 1993
WANG CANADA LIMITED, Programmer 1987 -- 1988
THE TOWN OF MARKHAM, Consultant 1986 -- 1987

EDUCATION

Sheridan College of Applied Arts and Technology, Electronic Data Processing Certificate

PROFESSIONAL DEVELOPMENT
Financial Courses:
Personal Financial Planning - Canadian Institute of Financial Planning
Canadian Securities Course - Canadian Securities Institute
Conduct and Procedures Handbook - Canadian Securities Institute

Technical Courses:
ITIL V3 Foundations -- Hewlett Packard
Java Intermediate - George Brown College
Java Introduction - Sheridan College
Introduction to "C" Programming - Sheridan College
Local Area Network Installation - Sheridan College
Performance Tuning on the AS/400 - IBM
Command Language Programming -- IBM
Database Design and Coding - IBM

Certifications
ITIL V3 Foundations


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