VAIBHAV DADHEECH
Toronto,Canada
Summary
Dynamic Senior Project Manager with a proven track record at CIBC, excelling in project management and stakeholder engagement. Spearheaded the successful transfer of 2.5 million customers, enhancing operational efficiency. Adept in strategic planning and proficient in Jira, I drive results through effective team leadership and risk management.
Overview
18
18
years of professional experience
Work History
Senior Project Manager
CIBC
Toronto, CA
08.2021 - Current
- Delivered CIBC Costco MasterCard Portfolio Acquisition, transferring 2.5 million customers and $3 billion in balances from Capital One to CIBC.
- Managed multiyear regulatory project for CSA and CCIR, enhancing transparency of investment costs through improved annual fee disclosures.
- Directed team of BAs in developing operations resiliency playbook for critical applications, ensuring compliance with OSFI regulations.
- Developed project plans and timelines aligned with business objectives.
- Facilitated stakeholder meetings to gather requirements and address project concerns promptly.
- Monitored project progress through regular status updates and implemented reporting procedures.
- Managed project scope, timeline, and budget in accordance with company goals.
- Liaised among senior management, project teams, and clients to ensure effective communication throughout projects.
Senior Fund Accountant
Pinnacle Fund Services
Toronto, CA
10.2019 - 04.2021
- Onboarded eight high-net-worth clients, increasing total fund value to $910 million.
- Implemented automated journal entry booking system utilizing SFTP processes and Xceptor.
- Led private equity projects focused on client onboarding and process automation initiatives.
- Collaborated with external auditors to ensure compliance with financial reporting standards during year-end audits.
Assistant Vice President
JP Morgan Chase
Mumbai, IN
11.2015 - 07.2019
- Led technology implementation projects emphasizing process transformation and automation efficiencies.
- Introduced Robotics automation, resulting in a 78% improvement in straight-through processing rates and 46 FTE savings.
- Oversaw custody transfer for derivatives unit with over $1 trillion in assets managed through Blackrock.
- Directed migration of around 500K derivatives trades to a new valuation application while decommissioning outdated systems.
- Managed team of 8 project coordinators, focusing on recruitment, training, and efficient project distribution.
- Evaluated project performance metrics and KPIs through comprehensive reviews and post-project assessments.
- Streamlined client onboarding processes for Mumbai office, aligning resources for scalable operations.
- Facilitated change management initiatives during custody transfer involving $1 trillion in assets across operational sectors.
Assistant Manager
Barclays
Mumbai, IN
01.2014 - 11.2015
- Established capital markets middle office operations in Mumbai, transitioning from London headquarters.
- Migrated team of 83 resources from London to Mumbai within eight months.
- Executed migration of derivatives trade booking system, ensuring seamless operational continuity.
- Implemented quality control measures to uphold compliance with service standards.
Team Leader
JP Morgan Chase
Mumbai, IN
10.2007 - 08.2013
- Recruited in capital markets middle office operations to manage day to day activity in trade capture and reconciliation team. Primary products handled were credit default swaps, equity swaps, interest rate swaps, fx options.
- Led cross-functional teams to implement process improvements and enhance operational efficiency.
- Managed a team of 4 people.
- Oversaw reconciliation processes for interest rate swaps and FX options to maintain accuracy.
- Coordinated workflow within trade capture and reconciliation teams to improve operational efficiency.
Skills
- Project management and stakeholder engagement
- Risk and change management
- Strategic planning and execution
- Team leadership and development
- Capital markets and wealth management
- Banking operations and analytics
- Jira and Microsoft Project proficiency
- Data visualization with Power BI and Tableau
Professional Highlights
- Transformation & Modernization, Led successful implementation of RPA solution using task bots, IQ bots and Xceptor, resulting in significant improvements in process efficiency, accuracy and cost savings. Achieved 78% reduction in manual efforts and cost saving of around $520K.
- New Client Onboarding, Led a team to complete the biggest custody transfer project in banking industry of $1 trillion.
- Risk Management and Compliance Initiative, Implemented robust risk management and compliance initiatives, ensuring adherence to OSFI guidelines and mitigating operational risk, resulting in regulatory audit ratings.
- Mergers and Acquisition, Managed complex acquisition integration project, including system consolidations, data migrations, and business process harmonization, leading to seamless transition of 2.5 million customer and $3 billion o/s balance transfer.
Education And Certification
- Post Graduation Diploma in Financial Management
- Bachelor of Management Studies
- Project Management Professional (PMP) - PMI
- Certified Scrum Master (CSM)
- PRINCE2 Practitioner
Timeline
Senior Project Manager
CIBC
08.2021 - Current
Senior Fund Accountant
Pinnacle Fund Services
10.2019 - 04.2021
Assistant Vice President
JP Morgan Chase
11.2015 - 07.2019
Assistant Manager
Barclays
01.2014 - 11.2015
Team Leader
JP Morgan Chase
10.2007 - 08.2013