Anna Cancian Email & Phone Number

Toronto, Canada Area

Being successful in operations means understanding your clients’ business goals and partnering with them to achieve them. Leading the operations for three distinct lines of business really means managing three different systems, three processes and potentially aligning with three different sets of regulatory requirements. Three times the work and effort.

Toronto, Canada Area

Integrating mutual fund companies is complex and does create efficiencies. It takes significant planning and knowledge to capitalize on the synergies and build a team. With solid understanding of trust accounting I managed the integration of Talvest and Merrill Lynch trust accounting teams. This enabled me to learn not only the technology systems but to.

• Responsible for the development and training of 10 staff for retail mutual funds and Imperial Pools (PPS). Accountable for cash flow management of all CIBC Proprietary fund and unit holder activity.
• Participated in the definition, development and implementation of new fund launches, mergers and closures from the perspective of Trust Accounting.
• Ensured that all reporting requirements for Trust accounting were identified and validated all testing in support for Mutual Fund Online processing to CIBC retail branches.
• Responsible for regulatory reporting for Mutual funds to IFIC and External and Compliance audits to National Instruments 81-102.
• Built the Trust Accounting cash flow process and trade order execution, and reporting for the Fund on Funds. Collaborated with Portfolio Managers, Custodian, and Product & Development in ensuring that the concept was.
• Improved efficiency for Trust Accounting department and Operations department by streamlining the Periodic Investment Plan reconciliations. Reduced workload by 40% through implementing Representment Service.