Director, Securitization Accounting

• Nov 2020 - Present

Manager, Securitization and Projects

• Jun 2014 - Nov 2020

Responsibilities Include:Developing and executing National Housing Act Mortgage Backed Securities pooling and pricing models;Structuring and ongoing reporting for the Bank's private securitization programs;Developing strategies to effectively manage regulatory changes, including changes to mortgage default insurance eligibility changes;Developing, enhancing and executing SQL queries to support the creation and management of securitzation pools and management reporting;Developing financial models and executing scenario analysis for the Bank's recovery plan;Provide subject matter expertise on behalf of the Treasury department for Bank projects, including;- New product launches- Expansion into the mortgage broker distribution channelDeveloping and providing training to Bank staff on funding, securitization and mortgage default insurance;Supporting the Treasury Operations team, including interest rate exception evaluation, reporting development and analysis.

Manager, Securitization Accounting

• Jun 2011 - Jun 2014

Responsibilities include:Managing the monthly accounting, internal and external reporting processes for Manulife Bank's Securitization program, including the Asset Backed Paper (in and outside of a trust structure), National Housing Act Mortgage Backed Securities and Canada Mortgage Bond programs;Identifying the system requirements necessary to meet the needs of all programs and liaise with the IT team and system vendor to develop and test solutions with a focus on long term sustainability and growth;Develop and maintain appropriate internal controls to ensure the efficiency and effectiveness of administration, accounting and reporting processes;Identifying and implementing strategies to reduce month end reporting time and effort;Preparation of schedules and support for consolidated annual financial statements for Manulife Bank as well as management of the quarterly financial statement preparation and review for the Bank's asset back security trust structure;Completing due diligence evaluations on third party mortgage providers, including evaluating operational capabilities and purchasing and servicing;Management, selection and development of staff working in a fast paced, complex environment with multiple and shifting priorities;

Senior Accounting Analyst, Manulife Bank

• Feb 2010 - Jun 2011

Develop the financial reporting policies and procedures for a new subsidiary.Manage the production of month end statements, regulatory reporting and management reporting.Assist in the preparation of a five year plan and quarterly forecasts.

Financial Analyst

• Jun 2007 - Aug 2010

Develop the five year business plan and quarterly forecast models for my business unit, in addition to completing industry surveys, business unit stress testing, business unit valuation and monthly financial reporting.