Product Manager

• Mar 2023 - Present

Associate Director- Product Management

• Aug 2022 - Mar 2023

Senior Product Manager

• Apr 2018 - Aug 2022

Business Analyst

• Oct 2016 - Apr 2018

• Elicits and manages requirements from clients for projects following agile and waterfall methodology • Consults, trains, engages in product enhancements/upgrades, and defect management • Facilitates communication between clients and the application development team • Represents the organization at client sites for items such as business process reviews, training, product demonstrations, enhancement walk-throughs, and requirements consulting • Uses tools and techniques such as interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis • Performs quality assurance, including: writing test plans, assessing impact and scope, executing assurance test plans, preparing customer-facing assurance documentation, and working with technical staff to execute systematic tests • Creates various forms of documentation, including but not limited to: business requirements documents, functional specification documents, written estimates • Takes an active role in the maintenance of Financial Software as the data in this company forms the basis for all created environments both internally and client-facing • Participates in documentation reviews and provides feedback • Obtains and maintains thorough understanding of the software pertaining to investments and retail banking and its components Show less

Project Analyst - Custody Banking

• Jan 2016 - Oct 2016

•Developed and monitored project plans and timelines, cost benefit analysis and recommendations to management for any new projects/initiatives•Assessed impact of project plans to other functional areas and their involvement in projects•Interpreted user requirements, prepared written specifications and ensure accuracy throughcommunication with internal teams, Information Services, and other internal contacts and vendors• Assisted in the preparation and coordination of user acceptance testing and conducted system testing in coordination with the Operations Support Unit and/or Information Services•Ensured macro development and modifications were in compliance with corporate/department policy and procedures and provided support with any macro issues• Attended and chaired project and/or development meetings to provide status reviews to supervisors and managers Show less

Associate Relationship Manager - Custody Banking

• Jun 2015 - Feb 2016

•Handled new accounts, account closures, account maintenance and global market opening requests•Managed client relationships and on-boarded new clients•Reviewed and revised fee schedules •Coordinated with external auditors, ensuring necessary documentation was made available to them as needed • Analyzed global market opening documentation and designed project proposal for a work-flow tool to increase efficiencies within the team• Ensured top-tier client service by partnering with Relationship Managers• Studied and learned all departments' processes, building interdisciplinary relationships to enhance client service level Show less

CRO Global Documentation (CRA, IRS, Global Tax, FATCA, CRS)

• Aug 2013 - Jun 2015

• Prepared all market, tax and proxy documentation for clients in over 100 markets, proactively collecting documents and information required for reclaims in those markets• Trained on an on-going basis and cross-trained current staff on areas of expertise• Developed, maintained, and presented policy and procedure manuals for CRA documentation for withholding and reporting•Cultivated and enhanced direct relationships with clients and colleagues•Constantly communicated with colleagues on a global level to extract and convey information for clients• Named point of contact for requirements to trade in global markets for clients and their investment managers• Recognized as Subject Matter Expert in Canada Revenue Agency (CRA) and Internal Revenue Services (IRS) documentation for resident and Non-Resident taxation policies and FATCA (Foreign Account Tax Compliance Act.)• Improved tracking inquiries, documents, rejections, and reporting• Developed process and procedure documentation on the company's CRA documentation process. The document contained Visio workflows and step by step guidelines on how to process documentation, rules and regulations and examples Show less

Specialist- Account Administration & Documentation - Custody Banking

• Nov 2010 - Aug 2013

•Opened accounts for new and existing clients as per direction from relationship managers•Verified documentation prior to openings•Created monthly key process indicator reports to identify areas for improvements within team as well as outside departments•Tracked and monitored all account openings and changes to current accounts•Addressed client inquiries promptly and accurately•Ensured top-tier client service in dynamic, highly-regulated environment•Electronically tracked and verified full compliance with policies and procedures Show less