Summary
Overview
Work History
Education
Skills
LANGUAGES
Hobbies and Interests
Timeline
Generic
Meghan Potter

Meghan Potter

Toronto,Canada

Summary

I am a project and program manager that specializes in global implementations of systems, applications and business processes with multiple years of experience bridging the gaps between cross-functional teams worldwide. I combine knowledge, skill, and expertise to generate solutions and translate complex problems into simple, task-by-task processes. I am a firm believer that honest communication, hard work, and dedication are the keys to driving positive results.

Overview

10
10
years of professional experience

Work History

Director, Project Management Office

Romspen Investment Corporation
02.2024 - Current
  • Developed and executed a comprehensive 3-year Digital Transformation Roadmap aligned with business goals—focusing on operational efficiency and automation (Year 1), innovation and refinement (Year 2), and enabling data-driven decision-making (Year 3).
  • Delivered the implementation of the Yardi Accounting System ahead of schedule and 30% under budget by optimizing resource allocation, streamlining processes, and applying strong project controls.
  • Built the foundation of a Project Management Office (PMO) from the ground up, including the development of governance frameworks, standardized tools, and delivery methodologies; led enterprise-wide training on Agile and Scrum to elevate project delivery capabilities.
  • Led a portfolio of 8 concurrent projects across multiple departments, leveraging Agile & Waterfall practices and team collaboration to ensure successful execution, risk mitigation, and alignment with strategic objectives.

Global Project Manager - Commercial

TMF Group
01.2023 - 05.2023
  • Led the end-to-end migration and integration of Microsoft Dynamics 365 CRM, replacing a legacy in-house system to enhance workflow automation, customer engagement, and data analytics capabilities.
  • Managed the User Acceptance Testing (UAT) process, including test case development, execution oversight, issue triage, and resolution—ensuring system quality and stakeholder satisfaction during rollout.
  • Oversaw the design and delivery of Customer Insight dashboards and reports in Power BI, leveraging data warehouse integration to enable real-time analytics and improved decision-making across business units.

Global GEM Program Manager

TMF Group
01.2022 - 01.2023
  • Led a high-impact, globally visible client data system migration, consolidating 15 localized instances into a single standardized platform across 14 countries to drive operational consistency and data integrity.
  • Managed delivery milestones through Agile practices, including daily stand-ups, backlog prioritization, and robust change control processes to ensure alignment with project scope and stakeholder expectations.
  • Oversaw cross-regional resource capacity planning and managed a €600,000 budget, ensuring optimal allocation, cost efficiency, and timely delivery across geographically distributed teams.

Operations & Change Manager – Canada & Caribbean

TMF Group
10.2019 - 01.2022
  • Led the high-profile implementation of global systems (ViewPoint, Enate, and Kraois) at the Canada office, ensuring seamless integration into daily GEM operations and establishing a model for future rollouts.
  • Directed the end-to-end analysis, implementation, and data migration into ViewPoint for 300+ legal entities across Canada and USA, consolidating disparate data sources and aligning to global data standards.
  • Spearheaded a large-scale ViewPoint remediation and optimization initiative for the BVI and Cayman offices—standardizing the Masterfile and DMS structure, cleansing and correcting 15,000+ entity records, and reconfiguring the platform to align with ViewPoint's core standards.
  • Enabled the development of the first automated workflow in ViewPoint (BVI) by restoring system integrity and usability, setting the foundation for ongoing digital process automation.

Migration Lead

MUFG Canada Branch
02.2017 - 12.2018
  • Led all Canadian migration activities as part of a global transformation program, overseeing the full end-to-end data migration lifecycle through multiple rehearsal cycles; successfully migrated 1,500+ clients and associated transactional data across all product lines in close collaboration with international project teams.
  • Drove resolution of data migration defects by coordinating defect triage, source data cleansing, and delivery of accurate supplemental data through cross-functional engagement with all business departments.
  • Secured $5M in project funding by successfully completing the Bank’s capital request process; led the procurement of $2M in infrastructure by aligning vendor selection and implementation with the project’s technical design and performance requirements.
  • Delivered a parallel implementation of Bloomberg’s FXGO platform, enabling streamlined execution of foreign exchange transactions and improving operational efficiency in currency trading workflows.

Professor

George Brown College
12.2016 - 10.2019
  • Simplified the fundamentals of Project Management into a 12 week course outline.
  • Evaluated understanding of taught concepts through end of year projects such as project plan, proposals and WBS creation activities for class sizes between 20-80 students.
  • Gathered requirements with post-graduate class and created project plans based on real clients requirements, preparing students for execution in the following term.
  • Obtained positive feedback for successful execution of project plans and of project management concepts.

Project Manager

Grassriots
09.2015 - 11.2016
  • Managed a portfolio of over 40 digital projects, including fundraising and advocacy campaigns, landing pages, and full website builds—delivering results across diverse stakeholder objectives and timelines.
  • Collaborated with four internal departments to align resourcing and scheduling across concurrent projects, increasing delivery capacity by 300% and enabling the successful completion of 50+ projects in a single year.
  • Enabled revenue growth from $400K to $1.3M within one year by optimizing project delivery, improving client satisfaction, and driving operational scalability.
  • Partnered with high-profile organizations, including Doctors Without Borders, World Vision, Amnesty International, and Humane Society International, delivering mission-driven digital solutions with measurable impact.

Education

Project Management Professional, PMP -

Project Management Institute

Certified Scrum Master Class -

Scrum Alliance

Bachelor of Science -

University of Waterloo
04.2015

Skills

  • Strong verbal and written communication
  • Skilled in engaging stakeholders at all levels
  • Well developed in critical thinking and problem solving
  • Strong organizational, time management and communication skills
  • Proven ability to manage and prioritize multiple projects
  • Notable leadership skills with a high level of initiative and self-direction
  • Proactive doer with strong work ethic and provides detail-oriented work
  • Possesses a positive attitude and able to work with minimal supervision
  • Eager to take on new experiences with a “can do” attitude
  • Thrives in a team environment and works well with others
  • Strong networking skills and interpersonal skills

LANGUAGES

English
French

Hobbies and Interests

  • Dodgeball: Expert at dodging flying balls and avoiding responsibility on the court.
  • Softball: Swinging for the fences and occasionally making contact.
  • Crafting: Turning random supplies into “masterpieces” (or fridge-worthy chaos).
  • Painting: Creating colorful art and accidental paint splatters everywhere.

Timeline

Director, Project Management Office

Romspen Investment Corporation
02.2024 - Current

Global Project Manager - Commercial

TMF Group
01.2023 - 05.2023

Global GEM Program Manager

TMF Group
01.2022 - 01.2023

Operations & Change Manager – Canada & Caribbean

TMF Group
10.2019 - 01.2022

Migration Lead

MUFG Canada Branch
02.2017 - 12.2018

Professor

George Brown College
12.2016 - 10.2019

Project Manager

Grassriots
09.2015 - 11.2016

Project Management Professional, PMP -

Project Management Institute

Certified Scrum Master Class -

Scrum Alliance

Bachelor of Science -

University of Waterloo

Similar Profiles

CREATE PROFILE
Meghan Potter