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Monty Bhamra
Senior Project/Program Manager Monty Bhamra, Websites, IT & Software
Mo Bhamra, PMP, Ph.D. Mississauga, Canada Senior Project Manager Senior Project Manager with over 15 years of senior management experience with success in delivering and leading major project initiatives within the financial sector. Assignments have included work in international trade, insurance, retail banking, commercial lending, wealth management, utilities, systems and technology. Functional skills include project management, business analysis, audit and reconciliation, information systems development, data conversion and regulatory reporting. PROFESSIONAL EXPERIENCE OpenSoft – Senior Project Management Consultant, July 2020 – September 2020 Agile Education Course Development  Provided agile and project management expertise in completing the development and deployment of an Agile Education Course. This is a course available to all audiences with little or no Agile knowledge.  Agile methods employed were:- daily scrum meetings, bi-weekly sprint planning, backlog grooming, sprint status meetings and agile tools used were Jira and Confluence. COVID19 – Taking Care of Hospitalized Family Member, March 2020 – May 2020 CDW – Senior Project Manager, Sep 2019 – Nov 2019 Mergers & Acquisitions – CDW to acquire Scalar (Q4, 2019)  Major Initiative to integrate Scalar as part of CDW and create a new portfolio of business & services at CDW-Scalar.  Created enterprise wide project plan(s) for Professional & Managed Services for CDW & Scalar with the integration of Salesforce, Financeforce and Changepoint.  Completed business process flow and change management for integrating systems (Salesforce etc.) and roles and responsibilities as part of one CDW-Scalar PMO.  Responsible for creating weekly status updates for projects within the Services portfolio, including risk and issue assessment and presenting to functional leaders and executive stakeholders.  Formulated and chaired weekly steering committee presentations; comprising of portfolio status and critical path analysis as well as issue and risk mitigation. Royal Sun Alliance – Senior Project Manager, Jan 2019 – March 2019 Small Business Insurance - Implementation of Digital Platform “Vlocity” on Salesforce (Q4, 2019)  Major initiative to implement Small Business Commercial Insurance on the Salesforce platform using agile methodology . This will provide a digital insurance functionality layer to address broker issues, enhance underwriter flexibility and significantly improve customer experience.  Responsible for creating weekly status deck with project risks, financials and presenting to both functional leaders and executive stakeholders.  Responsible for managing both project plans and sprint planning and included; daily scrum meetings, bi-weekly sprint planning, backlog grooming and sprint status meetings using Jira and Confluence.  Project charter completed and vendor SOW finalized with vendor on-boarded for sprint cycle zero to finalize timelines for solution and project scope sign-off.  Managed work package financials, scope and risk strategies, project forecasting including resource management, timesheet approval for all project and vendor resources.  Successfully achieved budget and scope agreement with both vendor and RSA business executives. Royal Bank Capital Markets – Senior Project Manager, July 2018 – Dec 2018 Finance Technology – Volcker and Regulatory Reporting  Supporting Finance Technology with project delivery for applications and initiatives within scope and budget. Systems included; Volcker reporting (data warehouse), regulatory reporting, risk reporting and back-office operations.  Worked in an agile environment as a scrum master and responsible for sprint management including; sprint planning, backlog grooming and daily scrum meeting using Jira and Confluence.  Worked with business and technology to ensure that deliverables achieved the result that enables value creation and setting up appropriate governance and oversight for all projects.  Developed integrated baseline project plans, roadmaps and work package financials for all streams across Finance Technology.  Responsible for creating weekly status updates and all associated project management documents.  Facilitated schedule and cost forecasting, mentored project managers/team members during critical project risks encountered.  Managed all project communications including daily scrum updates to agile team, weekly status reports to project and business team and monthly status reports to executive stakeholders.  Identified and managed project costs and budgets (approx. $3.5M) across multiple financial applications. Economical Insurance – Senior Program/Project Manager, June 2017 – March 2018 Major Initiative to Demutualize Economical Insurance into a Public Company  Support senior executive stakeholders in building project plans/project dashboard decks and provide strategies for training, change management and overall project/program management.  Ensured that Public Company Readiness portfolio across functional groups have clear milestones, strategic alignment and optimization for 200 plus initiatives (Salesforce, Guidewire, IFRS, ERM etc.).  Created enterprise wide project plan(s) for all portfolio projects/programs within Public Company Readiness with resource capacity management.  Responsible for creating bi-weekly status updates for projects/programs within the portfolio and created portfolio performance tracking, risk and issue assessment and presenting to functional leaders and executive stakeholders.  Formulated and submitted executive presentations and quarterly board reports; comprising of portfolio status and critical path analysis to steering committee and executive board members.  Completed Maturity Assessment and Change Management for current and future state with inputs into roadmap and strategic planning.  Executive decisions accomplished by providing program risks, critical path analysis, initiative status and chairing monthly meetings with steering committee. CGI – Senior Project Manager - Banking Practice, May 2016 – June 2017 Mortgages and Lending  Major initiative to update mortgage lending system to incorporate new block of automotive loan business ($25M) to the existing mortgage origination system CLASS by allowing 10 days backdated transactions and existing back-office operations, from billing, collections and risk/financial reporting.  Responsible for creating bi-weekly status updates, project metrics, risk and issue assessment and presenting status updates to functional leaders and executive stakeholders.  Responsible for creating change management artifacts for business to adopt new automotive loan business.  Responsible for managing project artifacts including project plans, work-package financials, project forecasting, scope and risk strategies and resource management.  Successful implementation June 2017; enabled automotive lending on existing mortgaged/lending platform including payments, transactions and billing. Global Trade Finance  Major initiative to replace CIBC Trade Finance system with CGI Trade360 ($55M), including back-office operations from payments (EFT, Wire, SWIFT), billing and collections and strategically aligned with CIBC systems and technology.  Responsible for creating baseline project plans, impact analysis during the project lifecycle, scope creep, SOW agreement and work package financials.  Delivered project deliverables on time and within the agreed acceptance criteria in a hybrid methodology environment; waterfall and agile with daily scrum meetings and using Jira and Confluence.  Responsible for creating status updates, project metrics, schedules, risk and issue assessment, project artifacts and presenting weekly status updates to both CIBC and CGI teams and executive sponsors. London Life – Senior Project Manager, Apr 2015 – Dec 2015 FATCA – Wealth and Individual Insurance  Responsible for implementing Digital FATCA system for Wealth and Insurance for the CRA/IRS FATCA Reporting for multiple systems/business and new back-office operations ($5M).  Created project charter and initiated FATCA Phase II project for implementation in 2015/16.  Responsible for creating status updates, project metrics, schedules, risk assessment, project artifacts and presenting to executive stakeholders and the steering committee.  Chaired weekly Risk and Issues meeting with business and IT to keep abreast of current issues, actions taken and risk mitigation strategies.  Responsible for technological strategic alignment and prioritization with London Life and FATCA compliant timelines.  Managed work package financials, scope and risk strategies, project forecasting including resource management for all business partners during all project phases.  Responsible for managing business requirements for both FATCA and including OECD for both Individual Insurance and Wealth Management.  Successfully implemented new FATCA Data Warehouse in November 2015 using waterfall methodology. Great West Life – Senior Project/Program Manager, Oct 2014 – Feb 2015 Risk Function Implementation  Responsible for portfolio management for all risk functions; Credit Risk, Market Risk, Insurance Risk and Operational Risk and worked closely with Sr. VPs in creating enterprise wide plans and work packages for each function.  Scheduled meetings with VPs and Chief Risk Officer to advise on project management best practices as well as creating all project documentation to keep milestones within project scope.  Worked in a cross-functional environment and with multiple teams from Credit, Market, Insurance and Operational Risk.  Managed and completed all OSFI and Regulatory Affairs work packages for Q4/2014.  Created and managed project artifacts including, enterprise project schedules, issues/risks logs, communication plans, and dashboard updates.  Responsible for presenting Risk Function updates to executive leaders (Sr. VPs, CRO) and OSFI status updates to the Regulatory Affairs team (VPs, Sr. VPs and OSFI), weekly and biweekly as per project status. Scotia Bank - Senior Consultant/Project Manager, May 2014 – Aug 2014 OCOB – Business & Process Flow Requirements Gathering  Responsible for managing business requirements for a major initiative at BNS to streamline lines of business and back-office systems/processes to improve customer focus and improved cross sell opportunities.  Created new business process flows to help both business and technology clearly understand project charter objectives and requirements.  Part of Change Management team to adopt best practices for BNS to streamline business.  Conducted interviews with BNS PMO and LOBs, to define and document business requirements for OCOB. TD Bank – Senior Consultant/Project Manager, Mar 2013 – Mar 2014 FATCA – Business & Data Requirements Gathering  Provided a robust technological framework for managing data requirements for TD Lines of Business and Technology and helped define the overall TD FATCA enterprise architecture system (>$50M).  Conducted interviews and chaired workshops with TD LOBs, to define and document business and functional requirements for FATCA.  Established a strong partnership with vendors IBM, PWC and CGI and back-office systems (TD ETL ) to move forward with FATCA regulatory data requirements and also help deliver FATCA solution within critical timelines.  Interfaced with key stakeholders with TD LOBs, technology, and remediation team to document and finalize interim regulatory reporting.  Responsible for managing business requirements for FATCA data warehouse, remediation reporting and CRA file.  Successfully completed FATCA dry run, from inception and project planning to implementation and presented statistical analysis to stakeholders. CIBC – Senior Consultant, Dec 2012 – Mar 2013 Fixed Asset Secured Lending – Strategy & Requirements Gathering  Implement monitoring and tracking of security imperfections for the fixed asset secured lending portfolio for personal and small business lines and loans ($2M), with improved back-office processes including payments, transactions and billing etc.  Successfully managed business requirements, process flows, project plans and all associated implementation documentation for a summer 2013 Go-Live.  Conducted interviews and chaired workshops with all business partners, senior executives and stakeholders to define and document security imperfections. Scotia Bank - Senior Consultant, May 2012 – Nov 2012 FATCA – Strategy Planning & Business Requirements Gathering  Defined the overall strategy for the Canadian Banking division from reading and understanding the IRS legislature to FATCA implementation strategy ($5M) including front end and back-office systems and processing.  Responsible for documenting business and functional requirements for the initial phase of FATCA.  Translated use case scenarios to business process flows to help the business in understanding the FATCA implications from both a system (back-office) and client user (new client onboarding and existing clients) perspective. CAPCO – Senior Consultant/Project Manager, Jan 2011 – Jan 2012 TD Wealth – Enhance TD Operational Capabilities  Responsible for building a robust business process map model and roadmap, which describes the activities performed by the various lines of business at TD Wealth and back-office systems (Wealth360, SMA and UMA), which will significantly improve the overall business process for the wealth core operations ($50M).  Conducted interviews with key stakeholders to define and assess capabilities and activities performed with all lines of business within TD Wealth. Gathered data and requirements for finalizing target state functional model.  Provided a 3-year roadmap to significantly improve the delivery of core operational services. TD Securities – Implemented New Global Trade Finance Reporting System  Responsible for the reporting system for documentary letters of credit and acted as a project/ team lead for both business requirements gathering (EFT, Wire, SWIFT payments, transactions and billing etc.) and weekly status updates to the project executives ($5M).  Provided new reports requirements, which significantly reduced time for developers to build accurate reports and helped reduce the total number of reports to a manageable number.  Managed budget and project forecasting including resource management and project timelines Royal Bank Insurance – Senior Business Analyst, Sept 2010 – Dec 2010 Life Insurance Data Conversion and Strategy  Successfully completed conversion strategy documentation and obtained sign off for the Sygma Life to Ingenium Life conversion.  Managed requirements gathering, business process flows and all documentation from functional specifications to software requirements whist adhering to RBCI standards and chaired meetings with all department disciplines from IT, SMEs to Directors.  Translated business requirements into system requirement specifications and created UAT and test decision translation documents. Bank of Montreal – Senior Business Analyst, Dec 2009 – Aug 2010 Corporate Loans (Loan IQ), Regulatory Data Warehouse Reporting  Business objects consultant for troubleshooting requirements and data analysis for complex corporate loan reports and data extracts. These reports are crucial for the day-to-day running (origination, syndication and delinquency) of capital markets/corporate finance as well as regulatory reporting for compliance aspects for Canadian, US and global branches and BASEL.  Preparation of test cases, test scenarios and completed both unit and SIT testing as well as troubleshooting problems with business objects reports and data extracts.  Completed all new business report requirements (Crystal Reports), business process and data flow diagrams as well as detailed technical specifications and obtained sign-off for several major 2010 implementations. Royal Bank of Canada – Senior Business Analyst, Aug 2009 – Nov 2009 Retail Credit Transformation  Major Canadian and global project initiative ($500m) to streamline mortgage systems process (including underwriting, billing and collections); back-office application processing, credit risk and approval. This will provide clients with the following enhancements, conditional approvals at point of sale, reduce duplication errors, offer product simplicity and increasing overall client business.  Involved in initial proof of concept analysis, reporting and metrics with SAP and IBM with their global offices and consultants.  Responsible for requirements gathering and business process flows for both mortgage and loan product simplification for initial phase of project.  Helped manage project plan and project timelines for future project phases and future state of project.  Successfully completed documentation, business process flows and helped vendors deliver key documentation to the Steering committee. Manulife Financial – Senior Business Analyst, Nov 2007 – Apr 2009 Automation of Wealth Management Systems  Updated requirements documentation and ensured that all gaps and changes were managed and communicated with senior management.  Created test plans, test cases and test scenarios and implementation testing which senior management successfully signed off.  Successfully implemented a Jacada web application to enable CSRs to simultaneously update advisor information from a single web portal which updates several back-office legacy systems and significantly reduced errors. Maritime Life (Data & Policy) Conversion and Strategy  Created business process flow charts, swim lane diagrams, data models and reconciliation tools to ensure that member data was converted to Manulife standards, without losing critical information.  Coordinated requirement gathering workshops and questionnaires and worked closely with SMEs to translate verbal requirements and analysis into both business and system requirements documents.  Successfully completed detailed business requirements and coordinated requirements gathering for a data dictionary (logical data model) for a major nationwide project initiative at Manulife Financial ($20m). This was the data migration and conversion of 200 plus corporate clients from several back-office legacy systems to the Manulife suite of applications. Royal Bank Insurance - Senior Business Analyst, July 2007 – Oct 2007 Life and Disability Systems Enhancement  Managed final requirements phase of project completion in very tight deadlines. Coordinated all change requests and liaised with subject matter experts, line of business and IT staff to solution all issues.  Responsible for requirements gathering and all documentation from functional specifications software requirements translated from business requirements whist adhering to RBCI standards.  Successfully completed business systems requirements documentation, which was approved by the business and vendors. The project application was successfully implemented in September 2007 with significant revenue benefits. Royal Bank is the only Canadian bank to offer both life and disability insurance for business loan insurance plan. OPG (Ontario Power Generation) - Project Manager, Mar 2007 – Jun 2007 Power Station Systems Enhancements  Managed 2 projects at OPG, electronic logging and statistical and operational report monitoring. Helped in creating a business case and presented to steering committee for project budget approval.  Conducted requirements gathering workshops at power stations using use case scenarios and business process diagrams (swim lanes and flow charts).  Responsible for all project documentation and biweekly status updates to senior management.  Coordinated a team of business analysts, business users and vendors for completing all business requirements, testing and implementation documents and planning as per PMBOK methodologies.  Successfully completed business requirements documentation using RUP methodology, which was approved by the business and vendors. These projects were implemented in winter 2007 with significant cost benefits for all OPG operations. HOOPP (Hospitals of Ontario Pension Plan) - Project Manager – IT Audit & Reconciliation, Sept 2004 – Feb 2007 Pension Data Conversion – IT Audit & Reconciliation  Responsible for gathering all conversion issue documentation and then chairing weekly meetings with the vendor (Hewitt) in order to resolve data conversion problems. The project involved both data conversion and data migration from the existing pension system (front-end and back-office) from HOOPP to Hewitt (approx. 250,000 pensioners, $50m).  Audit & Reconciliation Lead; Responsible for ensuring that the pension data reconciles during the full project life cycle between legacy and vendor system. Led a team of 8 people and responsible for communicating all results and issues to Price Waterhouse Coopers (PWC) and HOOPP senior management.  HOOPP data warehouse modeling/mapping to the vendor system. Three database models and business process flows were mapped from Adabas (HOOPP) to Star Schema (Data Warehouse) and Relational Database (SQL Server).  Worked on several phases of the pension data transformation. Involved complex SQL analysis and all requirements and QA documentation as well as understanding the differences between the vendor data model and HOOPP legacy data model.  Successful conversion as PWC signed off during GO-Live of the HOOPP data being converted into Hewitt. Aventis Pasteur - Senior Business Analyst, Apr 2004 – Jul 2004 Regulatory Affairs Report Conversion  Successfully implemented and integrated new report/data conversion project, which is used globally by Canada, USA and France (Go-Live July 2004). Bank of Montreal - Senior Business Analyst, Apr 2003 – Apr 2004 Corporate Loans (Loan IQ), Risk and Regulatory Reporting  Successful implementation of Loan IQ and Crystal reports (Go-live November 2003 and February 2004). This impacted both BMO, Harris Bank and the system was used globally including the US and Europe. Union Energy - Project Lead, May 2000- Apr 2003 ERP System Conversion and Enterprise Reporting • Project lead for several major (nationwide) data management conversion projects (Banner, Solomon and Cap Gemini). Involved in all stages of the project life cycle from inception, business case, GAP analysis, testing, data metrics, conversion and implementation (Impacted 1.3 million customers). • Successfully implemented a new CAP Gemini interface into Banner where delinquent customers from OHE will be transferred into Banner for delinquency processing. This system affected 1.3 million customers from 3 ERP systems (Banner, Solomon and Cap Gemini) to call centres and 3rd Party vendors i.e. from printing bills to collections. • Successfully delivered reports for finance, accounting, asset management and front-line service centres. Royal Bank – Technical Systems Analyst, Feb 1998 – Nov 1999 New Application Tools Assessment and Rollout • Successfully serviced programmers as front-line support for COBOL debugging tools within tight time schedules across Ontario. Managed the appraisal of new PC debugging tools (Mainframe Express and Expediter). TECHNICAL ENVIRONMENT Salesforce, Financeforce, Vlocity, MS Office, MS Project, MS Visio, JIRA, Confluence, SharePoint, Lotus Notes, Planview, Clarity, Mercury QC, Agile and Waterfall, Loan IQ, Banner, MS SQL Analyser, Business Objects – Crystal Reports and AQT Query Analyser EDUCATION AND CERTIFICATION Doctor of Philosophy in Materials Science and Metallurgy The University of Cambridge, UK Project Management Professional, PMP Project Management Institute, PMI Bachelor of Science with Honors Chemistry The University of Manchester, UK
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