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 and resulting in three times the reward. Partnered with senior business and functional partners across the bank in defining and managing operational risk and process controls. Unique ability to translate business system requirements into operational requirements and processes which has contributed positive results in various initiatives. Leveraging leadership skills coached and developed senior leaders to strengthen their operating units. Collectively exceeded 100% of target by implementing approximately 300 Continuous Improvement ideas. Responsible for directing and managing teams up to 75 staff in support of three distinct business units within CIBC Wealth Management; CIBC Asset Management, CIBC Private Wealth Management (CPIC) and CIBC Trust. Accountable for the operations and trust accounting processes for CIBC Proprietary Mutual Funds and Imperial Pools. Manage departmental risk to ensure compliance to policies, procedures and controls.

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 develop my leadership and change management. A new culture emerged. I gained insight and understanding in the importance of brand creation as I worked with Product & Marketing in the new fund launches and mergers. Supporting our Private Wealth channel; I gained experience in managing vendor relationships with our custodian and client communication providersResponsible for the Trust Accounting teams for all CIBC Proprietary Funds. Oversee all Fund cash flow reporting, account reconciliations and unit holder tax slip processing. Accountable for back office functions for CIBC Estate & Trust and the CIBC Private Investment Council Custodial business. Managed four teams with 35 staff in Toronto and remotely in Montreal. Established standards, benchmarks and reporting for processing.

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 timely adhered to NI 81-102.• Improved efficiency for Trust Accounting department and Operations department by streamlining the Periodic Investment Plan reconciliations. Reduced workload by 40% through implementing Representment Service.• Received CIBC Chairman Award in February 2001.