Mo is a Senior Program/Project Management consultant with over 20 years of successful experience leading and delivering major project initiatives within the financial sector. Functional skills include project management methodologies and best practices (PMP, Agile, Waterfall Methodology), PM software, including MS Project and Sharepoint. A hands-on leader with extensive experience within Life Insurance, Wealth Management, and Capital Markets.
Experience
Senior Project Manager - RSA 2019 – Mar 2019 Small Business Insurance - Implementation of Digital Platform on Salesforce (Q4, 2019) • Major initiative to implement Small Business Commercial Insurance on the Salesforce platformusing agile methodology. This will provide a digital insurance functionality layer to address bothbroker issues, enhance underwriter flexibility and significantly improve customer user experience. • Responsible for creating weekly status updates, project metrics, project risks and financials andpresenting status updates to both functional leaders and executive stakeholders. • Responsible for managing project plans and acted as a scrum master for sprint planning. Responsibilities included; bi-weekly sprint planning, backlog grooming, sprint cycle meetings and weekly status updates with the project team and business leads. • 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 partners during project phases. • Successfully achieved budget and scope agreement with both vendor and RSA business executives.
Senior Project / Program Manager RBC Jul 2018 – Dec 2018 Finance Technology – Volcker and Regulatory Reporting • Supporting the Finance Function and Finance Change Management teams in project delivery forapplications and initiatives. • Worked with Business/Technology Owners to ensure that the deliverables achieve the business result that enables value creation and setting up appropriate governance and oversight for all projects. • Developed integrated baseline project plans, roadmaps and prioritizing deliverables 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 monthly status reports to executives and stakeholders, weekly status reports to project team and business units and daily scrum updates to project team. • Identified and managed project costs and budgets (approx. $3.5M) across multiple financial applications. • Worked in an agile environment and responsible for sprint management, including sprint planning and backlog grooming.
Senior Program / Project Manager Economical Insurance Jun 2017 – Mar 2018 Public Company Readiness • Ensured that Public Company Readiness portfolio across functional groups (IT, Legal, Risk (ERM) HR, Finance, Investment and Communications) have clear milestones, strategic alignment and optimization for 200 plus initiatives. • 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 create portfolio performance tracking, risk and issue assessment and present enterprise updates to functional leaders. • 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 for current state and future state roadmap and strategic planning. • Portfolio direction/decision accomplished by identifying risks (RAID logs), providing analysis and information regarding initiative tasks and chairing meetings with executive leaders. • Support Sr. VP and Initiative owner(s) in building project plans/project dashboard decks and provide strategies for training, change management and overall project/program management.
Senior Project Manager - CGI 2016 – Jun 2017 . Senior Project Manager/Consultant with over 20 years of industry 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.
Senior Project Manager - London Life Apr 2015 – Dec 2015 FATCA – Wealth and Individual Insurance • Responsible for managing project plans and work packages for the CRA/IRS FATCA Reporting for multiple systems/business for both Wealth and Individual Insurance • Created project charter and initiated FATCA Phase II project for implementation in 2015/16 • Responsible for creating status updates, project metrics, schedules, risk assessment and all project artifacts and presenting to executive sponsors and the steering committee • Managed budget and project forecasting including resource management for all business partners both during all project phases
Education
. University of Cambridge - Ph.D. Materials Science & Metallurgy 1989 – 1993
. University of Manchester - Institute of Science and Technology - Chemistry 1985 – 1988 . ITI Toronto - Applied Information Technology Diploma - Computer and Information Sciences and Support Services 1997 – 1998
