
Professional Background
EXECUTIVE EXPERIENCE
20 years of experience reporting to CIO roles as an employee and as a consultant, including as an acting CIO through leaves. Includes experience with assisting the CIO in delivering presentations to executives and boards on strategy, enterprise risk, policies, audits and business continuity incidents.
Championed and co-led the implementation of a modern DevOps delivery model, resulting in a 250% increase in delivery throughput over 18 months while also leading the implementation of ITIL to reduce outages by 50% and improve department employee engagement by 20%.
Ten years of successful management of 25 million-dollar annual operating budgets and shared business technology governance of up to 20 million-dollar tactical budgets, inclusive of numerous cost reductions through provider/solution changes and re-negotiations.
Designed and successfully implemented a comprehensive service oriented operating model to merge three equal partners in a highly complex merger.
Designed, implemented and managed several capabilities appropriate to a large financial institution. Many from the ground up: IT Risk Management, IT Security, Service Management, DevOps, Product Management, Emerging Technology, Business Relationship Management, Records Management, Business-Technology Governance, Strategic Planning, Tactical Planning, etc.
Leadership of numerous operational technology projects including Business Continuity, CRM, Core Banking, Infrastructure Renewals, Network Redesigns, Virtualization, Automation, etc.
Evaluated and selected or recommended mission critical enterprise systems: Core Banking, CRM, Digital Banking, etc.
Implemented Business Technology Governance and Strategy to Execution methods to successfully bring together department leads and remove isolated department planning that was loosely connected to strategy. Continuously improved it as the organization transformed from waterfall to more agile methods.
Achieved Exceeds Expectation most years and co-hosted President's Award recipients in Australia in recognition of year over year performance.
Vice President, Strategic Solutions
JANUARY 2021- JANUARY 2022
Reporting into a business function, responsible for planning and leading strategic solutions.
As part of shifting the organization towards becoming an Adaptive Agile Enterprise and an increased speed to market, led the Implementation of a formal product management practice.
Implemented a rolling 18-month integrated product roadmap inclusive of CRM, Core Banking, Call Center Platform, Employee Communication/Collaboration tools, Open Banking and Digital ID, in addition to considerations for member and employee change management.
Successfully executed various initiatives and projects; including product (as above) updates, cash supplier change, operationalize new branches, audit remediations, evaluate and quantify merger and acquisition opportunities (under NDA), etc.
Built and kicked off an expedited review, shortlist and selection of a new CRM Platform and Call Center Solution, for the purpose of driving growth and consolidating employee systems to achieve significant employee cost efficiency. (underway)
Built an Open Banking Strategy and Tactical Plan. Executed numerous successful Proof of Concepts with Fintech partners to quickly prove partnerships for implementation while ensuring the organization’s own business and technology capabilities are ready.
Built a high-level open banking solution sketch (architecture) to guide partnerships, investments and standards.
Kicked off the solutioning phase of an open banking data layer. (underway)
Led a formal emerging technology practice, including best practices to evaluate and select emerging technology for use at the organization, various hackathons, proto-types, proof of concepts as well as the incubation of new capabilities (data science automation pipeline).
As a member, advised national partnerships and committees on the business and technical aspects and priorities for executing upon open banking.
Vice President, Strategic Business Technology
JUNE 2019 - JANUARY 2021
Reporting in a matrix organization to the CIO and the SVP Strategy and Governance with responsibility to lead the digital transformation of Servus, to compete in the emerging Canadian Financial Industry market, inclusive of Open Banking and Payments Modernization.
Worked with the executive leadership team to develop iterative and multi-layered outcomes oriented strategic visions and strategic plans.
Led executive leadership’s direct reports to build portfolio, program and project plans that deliver upon the strategy, inclusive of benefits realization. Directly owned one of six supporting enterprise strategies: Adaptive Agile Enterprise.
Managed and led strategic portfolios, programs and projects as required to achieve the transformation.
Accountable for Enterprise Architecture and Business Analysis.
Led the evaluation, selection and negotiation of a Digital Banking Platform (est. 80 Million 5 year TCO)
Led and managed department budgeting and planning, inclusive of $25 Million OpEx/annum and co-led a $16 Million Initiative budget as a member of the Executive Leadership Team Advisory Council (C level succession team).
As a member of the Executive Leadership Team Advisory Council, attended and advised in weekly Executive Leadership Team meetings.
Defined Open Banking business model use cases to inform executive strategic planning.
Completed detailed analysis on employee engagement and defined an Enabling Work approach to inform executive strategic planning.
Championed and co-led the implementation of the adoption of DevOps. Led the re-engineering of Strategy to Execution processes to support DevOps.
Vice President, IS Operations and Service Management
NOVEMBER 2017 TO JUNE 2019
Reporting to the CIO; provide strategic leadership to the organization as the Technology Portfolio owner that evolves and matures the organization's ability to execute upon strategy, with other portfolio owners.
Took ownership of department to stabilize services and successfully regained the confidence of members and business leaders following a severe network outage.
Implemented ITIL best practices of release management, change management, problem management, service level management, availability management and capacity management to reduce outages by 50% over 18 months.
Accountable for all of IT operations, including acceptance of rapid DevOps changes into a stable operational environment that serves 400,000 members with 7x24 services.
Led and piloted innovative technology to address business opportunities, such as a modern branch with software defined wide area networking (SDWAN) and high-speed business Internet, including a projected ROI of 3 years and a million-dollar savings within five. Kicked off projects for successor to execute.
Led and managed department budgeting and planning, inclusive of $25 Million OpEx/annum and co-led a $16 Million Initiative budget as a member of a Noble Purpose Council.
As a member of the Executive Leadership Team Advisory Council, attended and advised in weekly Executive Leadership Team meetings.
Worked with all levels of the organization, including presentations on behalf of the CIO to executive and the board on enterprise risk, audit remediation and business continuity.
Vice President, Information Services Strategy
NOVEMBER 2012 TO OCTOBER 2017
Reporting to the CIO; provide leadership and support the development of Information Services strategic functions; including IS Strategy and Planning, Budgeting, Architecture, Business Analysis, IS Delivery Model and IS Risk Management.
Provide tactical and operational leadership for Enterprise Information Management and Enterprise Applications. Negotiate and manage strategic vendors.
Led the implementation of an IT Risk and Security Capability appropriate to a large financial institution.
Designed, implemented, and chaired an Empowered Business Technology committee to provide a connected and informed way of partnering business and IT to plan and govern investments, to resolve the pain of individual department solutions.
Designed and Implemented Strategy to Execution processes (based in waterfall at this time).
Successfully championed a move to DevOps to provide better agility, throughput and better fit solutions to business.
Designed and implemented a formal Cloud Strategy, AI Strategy, IS Risk and Security Strategy, IS Risk Management Framework, IT Governance Framework, Business Technology Framework, IT Process Maturity Framework, IT and Security Policies, etc.
Led process engineering, business analysis, architecture, business relationship management, IT risk management, IT security and IT change control
Negotiated and implemented multi-million dollar enterprise agreements (Microsoft, VMware, HP, etc.)
Championed and led the implementation of Service Oriented Architecture, to eliminate costs and increase speed to market. This allowed re-use of services across multiple platforms.
Worked with all levels of the organization, including presentations on behalf of the CIO to executive and the board on strategy, enterprise risk and audit remediation.
Vice President, Support Services and IS Efficiency
JUNE 2009 TO OCTOBER 2012
Reporting to the CIO; responsible for the efficient delivery and continuous improvement of all Information Services.
Provide direction and leadership to the Support Services function which includes a corporate service desk, a desktop and workspace support team, a channel support team, an application development and maintenance team, a quality assurance team, a production support team and a risk management team.
Designed and implemented a services based operating model to rapidly enable a large 3-way merger of equals, inclusive of structures, services, positions, career paths, processes, value models and engagement models.
Delivered numerous technology projects: infrastructure modernization, data center rationalization/migrations, technology mergers (from M&A), knowledge management systems, application rationalization, etc.