Drew Pallant
London
Summary
Results-driven financial services professional with over 9 years of experience specializing in controls, business continuity management, and process improvement. Proven track record of implementing enterprise-wide initiatives and ensuring regulatory compliance. Strong background in financial services operations with expertise in operational resiliency and process improvement.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Controls Specialist
CANADA LIFE
02.2024 - Current
- Lead business continuity management initiatives across 70 business units, ensuring compliance with OSFI regulations and internal control requirements.
- Coordinate with business units to develop and implement comprehensive business continuity plans, serving as a key liaison between operational teams and second-line defense partners.
- Execute control testing procedures, evaluating both operational effectiveness and control design to strengthen organizational risk management.
- Successfully drove 100% completion rate for business continuity plans across assigned business units.
Process and Initiatives Consultant
CANADA LIFE
01.2020 - 01.2024
- Designed and implemented technical accounting processes to support major enterprise initiatives, including a legacy system migration project.
- Led the development of new suspense accounting processes to facilitate the successful migration of $30 billion in assets from 10+ legacy administration systems to a unified platform.
- Provided strategic support to financial operations and accounting teams, ensuring smooth transition during system transformations.
- Collaborated with cross-functional teams to streamline financial processes and enhance operational efficiency.
Account Adjustment Analyst
QUADRUS MUTUAL FUNDS (Canada Life)
01.2018 - 01.2020
- Resolved complex account discrepancies and implemented corrective actions to maintain account accuracy.
- Collaborated directly with financial advisors to investigate and rectify account issues.
- Coordinated with external mutual fund companies to process account adjustments and ensure regulatory compliance.
- Demonstrated strong attention to detail in handling financial transactions and client accounts.
Suspense Account Analyst
LONDON LIFE
01.2016 - 01.2018
- Managed reconciliation of corporate suspense accounts, ensuring accuracy of financial statements and balance sheet reporting.
- Collaborated with internal business units to investigate and resolve account outages.
- Prepared and presented monthly portfolio reporting to senior leadership.
- Supported financial statement preparation through detailed account analysis and reconciliation.
Education
Honours Bachelor of Arts -
University of Toronto
Skills
- Business Continuity & Risk Management
- Fusion Risk Management software
- Control testing and implementation
- Business continuity planning
- SAP HANA
- Investment Centre (Univeris)
- Unitrax (LTIMindtree)
- Project Management & Collaboration
- Confluence
- Microsoft Office Suite
Certification
- Canadian Securities Course (CSC)
- Investment Funds in Canada (IFIC)
- Associate, Life Management Institute (ALMI)
- Chartered Investment Manager (CIM) - In Progress, Expected Fall 2025
Accomplishments
- Successfully coordinated business continuity planning for 70+ business units, achieving 100% completion rate
- Played key role in $60 billion legacy system migration project, implementing new suspense accounting processes
- Established effective controls and testing procedures ensuring compliance with OSFI regulations
Timeline
Controls Specialist
CANADA LIFE
02.2024 - Current
Process and Initiatives Consultant
CANADA LIFE
01.2020 - 01.2024
Account Adjustment Analyst
QUADRUS MUTUAL FUNDS (Canada Life)
01.2018 - 01.2020
Suspense Account Analyst
LONDON LIFE
01.2016 - 01.2018
Honours Bachelor of Arts -
University of Toronto
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