As PM was responsible for leading the team from an end-of-life Application to a new application
Managed all project stages, including scope, timeline, and costs so to achieve project objectives in accordance with business needs/expectations and to do so in a way that establishes, maintains and/ grows positive relationships with stakeholders, including sponsors, project team, external partners, etc
Explained project (scope, assumptions, constraints, critical success factors, risks, etc.) to stakeholders once the project strategy/framework has been provided (by management/sponsor/senior PM, etc.) such that team members understand their role and accountabilities
Focused on improving healthcare delivery in the province through positivity and being engaged
Supported team and team members to achieve success
Recognized the strengths/weaknesses of team-members as well as personal styles/needs and uses such understanding to maximize productivity
Motivated the team and created a collaborative micro-culture for the project
Works with project sponsors to ensure clarity of scope/roles and to manage expectations
Creates detailed work streams and develops a project plan by identifying and engaging required subject matter experts
Suggested strategies/means of improving performance of the projects to the sponsor for consideration/approval
Considered the context/long term strategy, etc
With the ability to make sound decisions or recommendations for project restructuring
Understood appropriate level of detail required for a given situation and adjusted project as needed
Took appropriate action to keep the project on track as it relates to scope, budget, and schedule
Developed project documentation including charter, integrated project plan, project schedule, status reports, meeting notes and other project artifacts as required
Ensured effective project change control, including managing IT Requests for Change (RFCs) and deployments to various environments, is in place
Issued project change requests (PCRs) as applicable in response to changes in scope, schedule, budget, and release strategy (for multi-release projects) Provided timely and up-to-date status and other progress reports/presentations to Executives, Sponsor(s), stakeholders, the project team, and others as required that are clear, concise, transparent, and accurate
Proactively identified and managed risks, and systematically resolved or escalated known issues
Manage release of the product/project/work package to an operational environment
Project Manager
Tata Consulting – Manulife
06.2020 - 12.2021
Was responsible for planning, managing, and implementing the IFRS 17 Project in support of the overall program Involved in Managing all phases of large or several medium, high-risk projects from initiation to closure while leveraging best practice standards and processes set out by Manulife PMOs
Provide clear direction and motivation to project team, mentor and develop project managers to track, execute and report on project activities
Lead project work that is distributed across a substantial number of vendor and Internal teams and resources
Responsible for working with the various teams across the globe to ensure proper implementation of change of IFRS17 standards
Offer clear concise timelines for project deadlines
Involved with the Actuarial team's time to clearly document requirements
Involved in identifying and mitigating risk
Involved in giving project status updates
Ensure the definition and approval of project scope, deliverables, desired quality, and measures of success
Involved in Developing and managing detailed work plans, project schedules, estimates and resource plans in conjunction with project team members and other involved business teams
Monitor and report on project status highlighting issues and risks appropriately; as necessary, coordinate the development, discussion, and approval of corrective action and/or contingency plans
Define and manage project risks and issues ensuring appropriate strategies and plans are in place to mitigate or handle effectively
Proactively escalate risks and issues as appropriate
Ensure effective and timely communication occurs within the project team and between the project team and their stakeholders
Involved in ensuring that project activities and deliverables adhere to internal quality standards.
Project Manager
TD Insurance (IFRS 17 Project)
10.2019 - 05.2021
Prepared and documented recommendations for preparation of Suspicious Activity reports
Gathered information from inside and outside resources
Enhanced due diligence for reviewing of account activity identified as suspicious
Reviewed and analyzed various internal reports and accounts for possible money laundering and suspicious activity
Processed daily reports and monitored transactions for suspicious activity
Responsible for complying with all relevant bank policies and procedures including the Bank Secrecy Act, Anti-Money Laundering, and government compliance
The project involved overseeing support and implementation of IFRS 17 regulations and reporting requirement newly legislated in the insurance industry
Worked with business accounting and financial staff to understand and translate business requirements with the implementation of 1FRS17
Managed data management strategy, including data quality, storage, and archiving
Worked with the Actuarial team to drive solutions - Leverage existing data, system, and processes for IFRS 17 and build on MCEV/Solvency II tools and models wherever sensible
Integrated IFRS 17 solution - Build IFRS 17 capabilities through the introduction of an integrated solution that connects the finance and actuarial systems
Worked with the current company GL embedded solution - Provide an IFRS 17 platform through a central finance system to match the current GL to suit the 1FRS17 changes
Worked with integrated solutions that intricately linked the data, systems, and process environment between Finance and Actuarial that allowed users to benefit from IFRS 17.
Project Manager
Tata Consulting/Economical
10.2019 - 06.2020
Facilitated meetings between the business and our development team
The project involved overseeing support and implementation of IFRS 17 regulations and reporting requirement newly legislated in the insurance industry
Was involved in understanding the new reporting and regulatory requirements were affecting and driving changes that are significantly impacting current business state
Split development work into user stories with sprint completion dates
Worked with business accounting and financial staff to understand and translate business requirements with the implementation of 1FRS17
Managed day to day the fundamental data management strategy, including data quality, storage, and archiving
The end-to-end systems architecture design and the different actuarial, risk and accounting processes that will support the future reporting process and how they interacted with business functionality
Assisted development and technical teams and practical changes to appropriately respond to new regulatory requirements
Worked with the Actuarial team to drive solutions - Leverage existing data, system, and processes for IFRS 17 and build on MCEV/Solvency II tools and models wherever sensible
Integrated IFRS 17 solution - Build IFRS 17 capabilities through the introduction of an integrated solution that connects the finance and actuarial systems
Worked with the current company GL embedded solution - Provide an IFRS 17 platform through a central finance system to match the current GL to suit the 1FRS17 changes
Worked with integrated solutions that intricately linked the data, systems, and process environment between Finance and Actuarial that allowed users to benefit from IFRS 17
Grasped a thorough understanding of actuarial processes and systems.
Product Owner
Aviva
10.2018 - 10.2019
Claims Transformation Project responsible for overseeing support and implementation of guidewire in group benefits
Focused on using guidewire for group benefits claims structure for healthcare expenses, RRSP and RESP
As a member of a project team, I collaborated with business customers on the analysis of business needs to deliver functional requirements and other project artefacts to the project team
As a Senior Business Analyst /Scrum Master I played the role in defining system functionality and leveraging technology to address business strategies and resolve operational needs
As Business Analyst /Scrum Master I interacted with the systems architecture team including integrations with vendor packages, relational databases, message queues, web services and legacy systems
I was responsible for business, functional & technical requirements definition for Claims Management as well as integration, downstream systems, and reporting
Provided leadership to the technical team and helped ensure that the architectural vision is correctly realized during the development and supported the team through the release of code to production
Conducted requirements Gathering through direct user interviews as well as formal and informal sessions analysing and documenting System & Functional Specification.
Product Manager
Capgemini Consulting
04.2017 - 10.2018
Driving content development for deliverable(s)
Researching aggregate and analysing data, synthesizing large quantities of information; extract meaningful insights and make recommendations
Solve clients' problems critically, structure analyses, apply analytical frameworks, and conceptualize strategy development
Leading work streams independently and offering guidance to junior consultants
Supporting internal and business development activities for senior management
Collaborating with team members to deliver solutions
Projects Include: -Wawanesa Claims Project: The project was a claims conversion to migrate a legacy system to support new Guidewire application ClaimCenter and PolicyCenter
Manulife SharePoint Online Project Migration Of client data to SharePoint Online
Focused on migrating and updating backend and front-end UI for group benefits that included pharmacy dental and health
Restructured for ease of customer use
WSIB-Group benefits project
Updated group benefits system to guidewire.
Product Owner
Co-operators Insurance
07.2016 - 03.2017
Was part of a team providing technical application support for various business applications
Guidewire had already been implemented this was the second phase providing support to Guidewire users
Analyzing and troubleshooting application incidents and problems escalated from various Helpdesks and Business Support teams
IT support of backend processes including system monitoring and alerting
Live production support including the development of workarounds and/or solutions to complex technical problems with the supported business applications.
Project Manager
TD Insurance
02.2016 - 07.2016
The project was a claims conversion to migrate a legacy system to Microsoft SQL server in order to support new Guidewire application ClaimCenter and PolicyCenter
Claims System Transformation Program, which involves Conversion of claims from legacy systems to ClaimCenter and implementation of Manual Claims process to handle the claims created in legacy systems with loss date prior to 2010
It also involves integration of ClaimCenter 7.0 to PolicyCenter 8.0 allowing adjusters to create claims with Policies search from PolicyCenter 8.0
ETL process is to extract from various legacy SQL server database system as well as flat data files and to massage and load into the new SQL server data model supported by Guidewire
The scope of work is to ensure that migrated data is 100% reconcilable with legacy not to jeopardize financial data, which was to replicate the ETL process implementing all transformation logic
Process improvements supporting projects under the Life & Health Project Portfolio as well as Property and Casualty
Created process maps while gathering requirements from the business
Process improvement and business analysis methodologies focused on Life, health, Property, and Casualty
Building use cases for business use
Worked with teammates to develop Business requirement documents and develop System requirements
Worked with the business to develop new platforms to be used by sales and underwriting Involved in designing entities and their relationship model
Involved in implementing the Manual Claim creation and Policy verification process Batch processes implementation for Converted Claims to create and handle a list of tasks in ClaimCenter such as assignments, LLR and PUV activities
Implementation of multiple modules like Search and Fetch Policy, claims update, Claims Policy Integration Providing.
Senior Business Analyst
Liberty International Underwriters
11.2014 - 05.2015
Project was focused on an update to the current document management system, Primarily ECM, and Cloud Management
Involved in assisting users to become paperless by use of Electronic Content Management system
Policy conversion, documentation, and support with policy billing in Guidewire systems
Focus on Property and Casualty documentation
Responsibilities: Analysis of the current business processes and systems
Used Agile Methodology to implement the project plan and resources
Currently also assisting with the integration of global domains and liberty International continues to grow globally
Heavily involved with Property and Casualty insurance, involved with day to day underwriting system analysis and Guidewire
Involved in the implementation of business operation standards and procedures
Worked on system and project management toolsets: Introduced and improved processes with new cloud-based project management software including Zendesk and SharePoint
Participated in an enterprise-wide software replacement project, Namely ECM (Electric content management)
Tested ECM updates to customer-oriented content and deployed it to our branches locally and internationally
Worked with managers to build project communication and change management plans and assist in estimating project scope, timeline and cost for change management
Also involved in helping internal users with Guidewire and billing systems
Extensive experience.
Business Analyst
Desjardins Insurance
09.2013 - 11.2014
The project is a project that was initiated with the intent to advance and improve the existing version of the online banking application currently in use
Subsequent releases added new features and functionalities (such as portfolio and wealth management) with the final aim of regaining market share, improve customer loyalty and derive benefits from a service-oriented architecture which helped expose individual business processes across multiple channels as per business demands
Responsibilities: Liaison between stakeholder's system users, clients and managers, software development team and the QA team to gather requirements
Facilitated (JAD) Joint Application Development sessions to identify the business rules and requirements and then documented them in a format that can be reviewed and understood by both business and technical teams
Studied and analyzed competitor's applications and brainstormed to gather effective requirements for a quality product
Engage in project initiation activities such as developing the Project Charter, Project Scope and assisting the management in resource and budget estimation
Worked along programming specialist for the IBM mainframe platform and the typical modules: The IBM MVS Operating System Introductory concepts, TSO/ISPF, JCL, VSAM, COBOL, and DB2
Also worked on AS400 updates for end-user updates
Assisted with the execution, the system for errors, fixing them, administrating spool, CICS, IDMS, CA7 monitoring and basic administrative tasks
Created Business Requirements Document and converted them into System Requirement Specifications Document
Created and managed project templates use case project templates, requirement types and traceability relationship in RequisitePro
Created Test Strategy developed UAT Test cases and execution of Test cases
Worked with Project Management team (EPMO) in preparing RACI chart, Project Plan, Timelines, Scope Management, Stakeholder update
Created meeting minutes and maintained action items for various WAM project meetings
Environment: Windows 7, IE, Oracle 9.1, Enterprise Architect, RequisitePro, ClearCase, and ClearQuest, HP Quality.
Senior Business Analyst
USAA Insurance
01.2010 - 08.2013
The project was an implementation of an online application to assist USAA, a diversified financial services group of companies, is among the leading providers of financial planning, insurance, investments, and banking products to members of the U.S
Military and their families
The company's 7.3 million members rely on the convenience and accessibility of USAA financial products backed by award-winning service
The project was to build an online application that would facilitate the ease of online access to service plans, insurance, and investments
The application was a multi-dimensional product that allowed members to register themselves and track all business products online
Members were also able to make payments and contributions
Responsibilities: Gathered Business Requirements, analyzed data/workflows & performed GAP analysis
Performed Requirements Gathering & Analysis and prepared the requirements specification document for the application
Documented Gap analysis between 'as is' business Process and 'to be' business process
Developed Use case diagrams, Activity diagrams and sequence diagrams to validate different business processes
Used UML to formalize business modelling and data modelling
Led and Worked on the required Service artifacts to transition work to Service Team
Monitored the IT Change Schedule and ensured information accuracy through maintenance of the Change Record
Collected data from end-users and analysts to create Use-Cases and Requirements documents to document business needs
Participated in Post Implementation Reviews to provide Change Implementation Summary Report
Thoroughly studied the current system to have a clear understanding of the business system
Conducted Gap analysis to understand the new business model and additional functionality in the new application
Conducted JAD sessions for better understanding and refining of requirements with multiple teams, also performed brainstorming sessions
Undertook short term Application Programming training programs for the IBM mainframe platform and the typical modules I teach include: The IBM MVS Operating System Introductory concepts, TSO/ISPF, JCL, VSAM, COBOL, CICS and DB2
These programs always include live demos of concepts taught on a real IBM mainframe machine strong emphasis is placed on practical aspects
Used plenty of web applications, public sites, and web content management.
Business Analyst
Bank of America
09.2008 - 12.2009
The project objective was to allow Merrill Lynch Wealth Management (MLWM) customers to receive the applicable Platinum benefits but not Platinum Privileges branding based on the total account balance and duration
Responsibilities: Worked with users to define business requirements and analytical needs
Worked with stakeholders and vendors to interpret, exchange, and document administrative and technical information
Worked across corporate groups to document requirements for new functionality by gaining consensus from all parties
Specifically worked with business and IT to make sure the business needs are met, and IT clearly understands its requirements
Maintained the research database, renew, and improved it from time to time and make sure safe storage of data
Reviewed Test cases, Data Mock-up, Data Validations in annual data refresh process for bringing and loading Prod data in testing platforms after sanitization
Established good working relationships with customers/clients/Vendors
Worked with external partners on integration/release schedules
Proven ability to document business and functional requirements, workflows, business processes and information needed for system support
Worked closely with Development team during Deployment process
Responsible for preparing business process models and use case diagrams using Visio
Expert in identifying risks for different modules/projects/functionalities in a given application and have given the right mitigation strategies
Worked with mutual funds and investments.
Education
Safe Scrum Certification -
Bachelor of Business -
Australian National University
MBA -
University of Toronto
01.2024
Skills
Project Management
Project Planning
Project planning and development
Project Scheduling
Personal Information
Title: Project Manager
Certification
PMP - Project Management Professional
Timeline
Project Manager
Tata Consulting – Manulife
06.2020 - 12.2021
Project Manager
Symcor PM XMC Rewrite Project Migration
05.2020 - Current
Project Manager
TD Insurance (IFRS 17 Project)
10.2019 - 05.2021
Project Manager
Tata Consulting/Economical
10.2019 - 06.2020
Product Owner
Aviva
10.2018 - 10.2019
Product Manager
Capgemini Consulting
04.2017 - 10.2018
Product Owner
Co-operators Insurance
07.2016 - 03.2017
Project Manager
TD Insurance
02.2016 - 07.2016
Senior Business Analyst
Liberty International Underwriters
11.2014 - 05.2015
Business Analyst
Desjardins Insurance
09.2013 - 11.2014
Senior Business Analyst
USAA Insurance
01.2010 - 08.2013
Business Analyst
Bank of America
09.2008 - 12.2009
Safe Scrum Certification -
Bachelor of Business -
Australian National University
MBA -
University of Toronto
PMP - Project Management Professional
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