Summary
Overview
Work History
Education
Skills
Timeline
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Dhushy Maheshwaran

Brampton,ON

Summary

Talented, highly motivated, goal oriented professional with over 10 years of customer management experience. Proven track-record of exceeding expectations with high productivity and quality standards. Extensive experience in hiring, developing, evaluating and managing staff.

Overview

25
25
years of professional experience

Work History

Senior Account Manager

CGI
05.2018 - 10.2021
  • Responsible for business configuration for a 100M project involving consolidation of client’s Wealth Portfolio Management platforms to CGI’s Portfolio Management application (Wealth360)
  • Review, identify, describe and quantify client needs; recommend solutions for optimal performance and revenue;
  • Work as a strategic partner and an advisor to the client and discover new opportunities for client growth
  • Manage end to end project cycle; lead requirement workshops with clients, walk throughs with project team and back up project manager for effective resource allocations
  • Support leadership team in developing product strategy and prioritization of key client initiatives
  • Build and maintain strategic relationships within various business units and collaborate with members across organization to ensure alignment with the overall strategic plans of the organization
  • Mentor co-op students and junior consultants on wealth products and client projects, organized training workshops and redesigned training materials to improve productivity and effective knowledge transfer

Senior Business Analyst / Project Manager

B2B Bank
10.2016 - 04.2018
  • Formulating requirements for trade confirmations of OTC derivative products such as Interest Rate Swaps, Credit Default Swaps, Currency Swaps & Equity
  • Coordinating with Stakeholders to design and map business processes and procedures to detailed functional and technical specifications for core banking
  • Preparing business requirements documentation, developing process flow models and conceptual data models
  • Assessing, researching, analyzing and documenting sponsor/stakeholder needs
  • Recommending business solutions for Stakeholder needs
  • Supporting UAT testing; planning, developing and executing test cases
  • Working with QA to provide support for the development of test strategy and preparing & validating test cases
  • Consulting and working closely with vendors, technology service providers and internal business units to ensure satisfaction of all requirements

Manager of Operations

Mackenzie
01.2014 - 09.2016
  • Automated the Cash Management process for Fund Services by introducing several algorithms and improved the operational efficiency by 66%
  • Responsible fr creating the QA Testing process against Markit’s Wall Street Office (WSO) system, and identified risks and areas for improvements
  • Established new process flow diagram with work instructions and implemented the WSO system which improved the overall efficiency of operations by 45% and eliminated all internal risks associated with the old process
  • Implemented Liquidity Assessment program and established liquidity parameters in alignment with OSC guidelines
  • Developed and managed the implementation of communication protocol between FX Connect and back office accounting systems (MPower) for Spot FX and Forwards Trades
  • Implemented Bloomberg AIM system to input derivative instruments’ data and obtain daily pricing information for back office accounting system
  • Managed a team of 3 Supervisors and 12 Analysts
  • Created timely monthly & quarterly management reporting and metrics
  • Responsible for all Internal and External Audits
  • Maintained documentation and testing procedures of all internal controls supporting CEO/CFO certification and external audit requirements, Managed a team of software developers (25), QAs (10) and SMEs (7) in building & implementing a customized Billing module (budget of $25M)
  • Responsible for the strategic planning and the direction of the Billing Module
  • Prepared detailed work plans that outlined activities, deliverables, and timelines
  • Developed and documented detailed functional specifications; identified, described, and quantified customer and end user needs; ensured alignment to business strategies

Senior Business Analyst / Project Manager

Livingston International
10.2012 - 12.2013
  • Collaborated across multiple business functions to find common needs and clarified gaps in aligning project requirements where appropriate
  • Developed user stories and user flows to guide development teams in addressing identified needs
  • Reviewed, recommended changes to, and validated user interface designs to ensure compliance with requirements
  • Drove quality assurance through best practices in testing solution deliverables

Manager of Operations

RBC Investor Services
01.2007 - 09.2012
  • Successfully implemented the Tax Cost Sub Ledger Conversion of Financial reporting system based on GAAP cost to Tax cost
  • Developed and maintained project documentation
  • Coordinated with Project Team members, Stakeholders, etc
  • Developed, maintained and tracked project schedules
  • Developed Gap analyses, Business Cases and Functional Design documentation
  • Achieved excellent Client Satisfaction Ratings in 2012, 2011 & 2010 (attained perfect scores of 5 from Covington, Marquest and Bombardier)
  • Scores of 4.5 or above from Guardian, EFG Bull Management, Pinebridge & Royal Trust
  • Won the National Team Catalyst Award 2010 (for Service Excellence,Innovation & Teamwork)

Director of Development

SamTheRecordMan
03.1997 - 12.2006

Education

BSc - Mathematics, Accounting & Computer Science

Millersville University

Skills

Operations

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Timeline

Senior Account Manager

CGI
05.2018 - 10.2021

Senior Business Analyst / Project Manager

B2B Bank
10.2016 - 04.2018

Manager of Operations

Mackenzie
01.2014 - 09.2016

Senior Business Analyst / Project Manager

Livingston International
10.2012 - 12.2013

Manager of Operations

RBC Investor Services
01.2007 - 09.2012

Director of Development

SamTheRecordMan
03.1997 - 12.2006

BSc - Mathematics, Accounting & Computer Science

Millersville University
Dhushy Maheshwaran