Katie MacMillan
Moncton ,NB
Summary
Dynamic operations management leader with a strong background in organizational development at TD Bank. Successfully spearheaded automation initiatives and governance frameworks that significantly enhanced service delivery and boosted employee engagement. Proficient in audit preparation and corporate communications, consistently driving strategic growth and operational excellence. Aiming to leverage expertise to further optimize processes in a challenging leadership role.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Associate Vice President
TD Bank
Moncton, New Brunswick
11.2023 - Current
- Lead a large operations team focused on providing users across the bank with finance services, including accounts payable, access management, finance reconciliation reporting, wire payments, and finance master data.
- Conducted initiatives to automate and address operational issues.
- Created detailed reports showcasing financial reconciliation risks and trends for Segment CFOs.
- Developed governance frameworks aimed at risk reduction.
- Enhanced employee engagement, feedback, and recognition programs.
Senior Manager , Finance Operations
TD Bank
Moncton, New Brunswick
06.2020 - 10.2023
- Assessed key reconciliations to ensure compliance with Retail Banking accounting standards.
- Oversaw quality assurance of finance operations processes across multiple segments, ensuring compliance and accuracy.
- Led multiple projects and initiatives to modernize finance operations processes.
Senior Manager - Banking Operations
TD Bank
Mississauga, Ontario
02.2018 - 06.2020
- Guided change management initiatives to ensure smooth adoption of new business practices.
- Identified areas of improvement within existing operations through process analysis and benchmarking studies.
- Provided strategic direction to departmental heads regarding resource allocation decisions.
- Directed cross-functional teams in developing innovative solutions to complex problems.
Branch Manager
TD Bank
Fredericton , New Burns
11.2016 - 02.2018
- Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
- Reviewed customer complaints and took appropriate action as needed.
- Led regional implementation of digital banking initiatives.
- Community engagement - created and maintained relationships with COIs within the community to help drive business results.
Regional Sales Manager
TD Bank
New Brunswick District
06.2015 - 11.2016
- Guided Branch Managers and sales teams to enhance business development.
- Identified opportunities for cross-selling and up-selling within existing customer base.
- Met district sales objectives by developing and implementing promotion strategies, coordinating sales team and servicing key accounts to fortify business relationships.
- Cultivated an environment that fostered teamwork among regional sales staff members.
Retail Banking - Various Roles
TD Bank
, New B
05.2005 - 06.2015
- Served in a range of elevated positions within retail branch banking throughout multiple branches in New Brunswick.
- Built strong customer experience skills in both customer-facing and leadership roles
- Applied comprehensive product understanding and policy expertise to drive revenue targets.
Education
Some College (No Degree) - Advanced Financial Fluency
Schulich School of Business - In Progress
Target Completion (May 2025)Some College (No Degree) - Certificate in Operations Management
ECornell - In Progress
Target Completion (June 2025) BBA - Completed 30 Credit Hours While Building Career
University of New Brunswick
Saint John, NB & Fredericton, NB Some College (No Degree) - Financial Accounting Certificate Program
Harvard Business Online - June 2024
Skills
- Operations management
- Organizational development
- Service delivery management
- Corporate communications
- Policy and governance development
- Procedure implementation
- Audit preparation and response
Certification
- Professional Financial Planning, Canadian Securities Institute
- Investment Funds in Canada , Canadian Securities Institute
- Branch Compliance Officer , Canadian Securities Institute
Timeline
Associate Vice President
TD Bank
11.2023 - Current
Senior Manager , Finance Operations
TD Bank
06.2020 - 10.2023
Senior Manager - Banking Operations
TD Bank
02.2018 - 06.2020
Branch Manager
TD Bank
11.2016 - 02.2018
Regional Sales Manager
TD Bank
06.2015 - 11.2016
Retail Banking - Various Roles
TD Bank
05.2005 - 06.2015
Some College (No Degree) - Advanced Financial Fluency
Schulich School of Business - In Progress
Some College (No Degree) - Certificate in Operations Management
ECornell - In Progress
BBA - Completed 30 Credit Hours While Building Career
University of New Brunswick
Some College (No Degree) - Financial Accounting Certificate Program
Harvard Business Online - June 2024
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