Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Megan Thompson

Summary

4+ years of experience leading projects and teams to success in the financial services industry. Versatile Project Manager with background successfully executing diverse project tasks to meet deadlines. Exceeded KPIs for a program of 9 projects which launched a new product and company rebranding within 12 months. Highly skilled at communicating with colleagues, monitoring status and achieving key milestones. Enthusiastic problem solver and talented team player with superior planning and decision-making skills.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Project Coordinator / Scrum Master

Embark Student Corp
01.2022 - Current
  • Planned, executed, and monitored diverse projects within the financial industry, ensuring adherence to schedules and achievement of project objectives.
  • Managed a program of 9 projects aimed at implementing a new RESP product, associated technology, and company rebrand, aligning the organization with a digital-first strategy and expanding product offerings to new customers.
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
  • Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
  • Prepared meeting agendas and minutes for distribution and record keeping.
  • Provided input and feedback on departmental initiatives, directives and strategies to contribute to project success.

Sales Success Advisor / ELearning Developer

Embark Student Corp
04.2020 - 04.2022
  • Developed diverse eLearning courses aligning with strategic objectives.
  • Owned project planning and execution, ensuring timely delivery and compliance.
  • Collaborated with stakeholders, integrating eLearning into initiatives, optimizing time management for impactful results.
  • Trained new and existing employees on company best practices to improve overall sales experience.

Customer Service Representative

Embark Student Corp
03.2019 - 04.2020
  • Provided exemplary customer service by promptly addressing phone calls and emails from external Sales Representatives, offering solutions and fostering positive relationships.
  • Assumed a leadership role within the team by actively assisting fellow team members with inquiries related to the product and effective handling of complex situations.

Cash Office Cashier / Supervisor

No Frills
11.2017 - 03.2019
  • Managed and mentored up to 8 cashiers during a shift, fostering teamwork and exceptional customer service within a 25-member department.

Pharmacy Assistant

Drugstore Pharmacy
05.2017 - 11.2017
  • Processed patient's prescriptions with high confidentiality.

Sales Representative

Knowledge First Financial
11.2016 - 05.2017
  • Dealing Representative Proficiency Course through RESPDAC and licensed with the Ontario Securities Commission.

Operations Associate

Knowledge First Financial
05.2016 - 11.2016
  • Processed multiple customer document types that were received for requests to change their account information.

Education

Post-Graduate Certificate - Project Management

Fanshawe College
London, ON
08.2024

Bachelor of Science - Biological Sciences

University of Guelph
Guelph, ON
02.2017

Skills

  • Project Coordination
  • Project Management
  • Strategic Planning
  • Customer Service
  • Detail Oriented
  • Problem-Solving
  • Critical Thinking
  • Decision-Making
  • Personnel Management
  • Vendor Management
  • Task Delegation
  • Conflict Resolution

Certification

  • Certified Associate in Project Management - Project Management Institute - September 2022
  • Scrum Master Certification - Knowledge Academy - October 2022

Timeline

Project Coordinator / Scrum Master

Embark Student Corp
01.2022 - Current

Sales Success Advisor / ELearning Developer

Embark Student Corp
04.2020 - 04.2022

Customer Service Representative

Embark Student Corp
03.2019 - 04.2020

Cash Office Cashier / Supervisor

No Frills
11.2017 - 03.2019

Pharmacy Assistant

Drugstore Pharmacy
05.2017 - 11.2017

Sales Representative

Knowledge First Financial
11.2016 - 05.2017

Operations Associate

Knowledge First Financial
05.2016 - 11.2016

Post-Graduate Certificate - Project Management

Fanshawe College

Bachelor of Science - Biological Sciences

University of Guelph
Megan Thompson