Sohaib Razvi

Highly accomplished and results-oriented leader with over 23 years of progressive experience in pension risk transfer administration, business analysis, and data operations at the Bank of Montreal Insurance, OMERS, and other financial institutions, demonstrating a strong foundation in annuity, pension, and financial reinsurance products. Proven ability to lead the creation and execution of end-to-end administration processes, including serving as the lead contact for reinsurers on both Funded Reinsurance and Longevity Swaps. Expertise in negotiating reporting terms, understanding data risks associated with treaty agreements and data mapping.

• Streamlined Reinsurance & Longevity Swap Reporting: Developed and implemented a new process for reinsurance and longevity swap reporting, resulting in a measurable improvement in reporting efficiency and accuracy.
• Led End-to-End Administration & Treaty Implementation: Successfully led and supported the complete administrative lifecycle of numerous PRT transactions, including active involvement in treaty reporting terms.
• Negotiated Reporting Terms: Directly participated in negotiating reporting terms with clients for new PRT agreements.
• Data Trend Analysis & Reporting: Implemented processes for analyzing and consolidating client reporting to identify key data trends for stakeholders.
• Established Repeatable Processes: Championed the development and implementation of consistent and repeatable administrative processes.
• Effective Stakeholder Communication: Successfully facilitated communication with a wide range of internal and external stakeholders.
• Enhanced Data Accuracy & Quality: Implemented rigorous data quality measures and executed complex data clean-up projects.
• Improved Efficiency through Automation: Leveraged basic SQL skills and advanced Excel skills to automate reporting and streamline administrative processes.
• Led Data Migration & Testing: Successfully led data migration efforts and testing activities for pension system implementations.
• Business Process Reengineering: Envisioned and executed a business process re-design that resulted in a 400% increase in efficiency and an approximate $90M per year increase in purchasing through automation, risk assessments, and process improvements.

• Project Management Certification, Project Management Institute, In progress
• Executive Development (EDC – Mini MBA) 1 of 3, McGill University, Ottawa Ontario
• Lean Six Sigma Green Belt Certification, KPMG, Toronto Ontario
• Agile Software Development Certificate, Learning Tree, Toronto Ontario
• ITIL Practitioner Certification, OMERS, Toronto Ontario
• Business Process Remodeling and Reengineering Certificates, Learning Tree, Toronto Ontario
• Professional Business Analyst Certification, MCOM Training, Mississauga Ontario
• Software Testing and Inspection Methods Certification, Learning Tree, Toronto Ontario
• Business Administration Diploma, Centennial College, Scarborough Ontario
• PPAC 1 Certification
• PPAC 2 Certification
• PPAC 3 Certification

ITIL Practitioner

Green Belt

Business Intelligence

Agile Software Development

Business Process Remodeling and Reengineering

Professional Business Analyst Certification

Was awarded for locking in our first commercial bank client through our Pension Risk Transfer program through the corporate One Client initiative.