Director of IT & Program Management – Enterprise Applications (2013-Present)Responsible for Enterprise applications which included Oracle Financial Cloud ERP, Investment Accounting and reporting applications, Investment Trading applications and Treasury systems. Build and manage a team of business analysts, system designers, developers, quality assurance (QA) testers, and project managers to ensure timely and successfully development, deployment and operations of the company’s enterprise applications. Drive hiring, budgets and Financial management and built critical business and executive relationships. Collaborate with senior management to assess Business and IT needs and establish strategies and roadmaps. Defined Delaware Life’s Project Management process including standards related to project scope, business requirements, user acceptance testing, project status reporting. Oversee project program progress including tracking finances, signing off on development phases, monitoring schedules, and mentoring staff. Provided a point of escalation and issue management on project program issues. Selected Highlights• Currently managing the integration of acquired organizations applications into the Delaware Life application suite. Applications include General Ledger, Investments, Treasury, Business Objects and data warehouses.• Responsible for managing the technical aspects Blackrock Aladdin, Eagle Investments Systems EDM and Kyriba Treasury Management system and general ledger automated feeds •Successfully managed the implementation and conversion of Delaware Life’s Finance, Investments and Treasury applications to a cloud based solution on-time and on-budget.•Established Project Management standards for Delaware Life. Standards included RFP, Project Charters, Project Scope, Project Plans, Project Reporting standards, Business Requirements Documents, and Test Reports.•Negotiated and established 3rd party SAAS vendor agreement

Responsible for the solutions and service delivery of North American Investment Systems. As head of global investment technology team and trusted advisor to business partners, lead a team of business analysts, system designers, developers, quality assurance (QA) testers, and project managers to ensure timely and successfully development, deployment and operations of Investment Applications. Collaborate with senior leaders across various business units to assess IT needs, establish strategies, and create project budgets for business solutions. Cultivate and maintain close relationships with business partners throughout the project lifecycle. Define project scope, monitor timelines and milestones, and manage resources to maximize production and minimize cost. Negotiate contracts and statements of work with third-party partners, and manage vendor relationships. Oversee progress including tracking finances, signing off on development phases, monitoring schedules, and mentoring staff. Provide a point of escalation and issue management on production issues. Drive compliance with SOX and other standards. Ensured adherence to business continuity, disaster recovery, and pandemic plans. Selected Highlights• Managed the delivery and development of a $3M global enterprise asset reporting (GEAR) data warehouse solution in full compliance with management and regulatory reporting requirements. • Developed and implemented web-based reporting solutions and investment-specific datamarts.• Assembled a strong international team that spans the US, Canada, and India, and established a clear communication and management structure to provide for effective collaboration, mentoring and skill development, and overall performance management.• Managed Investment technology budget of $8 Million.

Provided IT solutions supporting financial initiatives for 3 business units in close collaboration with their respective Vice Presidents and Directors. Directed systems integration for companies acquired by Sun Life. Established and headed business and IT teams for each project, setting the strategic direction for all projects as lead designer and project manager. Selected and implemented relevant software packages for each initiative through research and a comprehensive RFP/RFI process. Negotiated vendor contracts and managed third-party performance. Selected Highlights•Managed the international Data Conversion & Interface Team in a $40M project to implement Oracle Financials E-Business Suite. Developed and executed the global strategy to convert 6 different ledger systems into a single solution. Also converted the complete reporting suite, chart of accounts, and orchestrated the delivery and development of a centralized financial data repository.•Researched, identified, and implemented an automated SOX compliance system to support the US operations. Also oversaw the implementation of a new, integrated derivative system based on Mysis Summit.•Achieved exceptional corporate recognition as a result of the successful global Oracle implementation.

Partnered with business unit directors and managers in 3 areas to develop IT solutions and resolve production issues for such systems as PAM for securities and mortgages, general ledger feeds, and MRI Real Estate. Provided design and project management leadership for all major projects, with oversight for system developers and business analysts. Researched and selected software solutions and secured approvals from the Director of Finance Systems.Selected Highlights•Played a key role in Sun Life’s entrance into enterprise resource planning (ERP) and web-based systems, working closely with senior leadership to ensure alignment with business objectives, careful control of budgets, and consistent communication of progress and challenges.•Identified, recommended, and implemented the US operations PeopleSoft web-based accounts payable and purchasing system after conducting a comprehensive RFP/RFI process, to become PeopleSoft’s first web-based platform client. Participated in contact negotiations and maintained close contact with PeopleSoft as project manager and lead designer / developer for this $2M effort.•Selected and implemented the budget and reporting system for the US operations. Served as project manager / lead designer for customization, integration with Hyperion Essbase, and launch.

Led development and project management for financial systems. Interfaced with internal clients to analyze business needs and requirements. Created in-depth technical requirements and performed hands-on programming. Supported internal business clients in using finance accounting systems.Selected Highlights•Developed and served as project manager for Sun Life’s first client-server application, a strategic business unit financial data warehouse, which enabled 5 business units to streamline the reconciliation process and create effective detail accounting reports.•Managed implementation of PAM for Securities.•Managed implementation of PAM for Mortgages.

Managed projects and performed technical and workflow analysis for trade and settlement reconciliation system design and enhancement. Resolved production support issues. Met with production teams and business partners to review requirements and test results in preparation for implementation into the production environment. Created comprehensive project plans.Selected Highlights •Served as lead developer as well as managing developers, business and systems analysts, programmers, and consultants.• Supervision of the project team members, which included Business Analyst, Systems Analyst, Programmers and consultants.

Supervised and served as lead developer for the division’s financial and administrative systems including freight, payroll, travel and entertainment, general ledger, fixed assets, and helpdesk among other systems. Trained and mentored co-op students and junior programmers. • Provided direction and 24-hour support of all financial and administrative systems.• Provided technical leadership, consulting and training to team members.• Designed, developed and implemented new automated interfaces between the various internal financial and administrative systems.• Provided critical design and development leadership to convert and migrate financial systems to the central system in the HP financial services center.