Experienced leader with a proven track record of success in the financial services industry. Demonstrated history of change management and quickly building innovative solutions in partnership with stakeholders. Extensive business knowledge and skilled in Treasury, Capital Markets, Risk Management and Finance. Astute problem solver who leverages skills and leadership prowess to deliver world class solutions
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Senior Director, Strategic Projects (Libor Transition)Cibc Jul 2019 - Oct 2020Toronto, Ontario, CanadaTreasury technology leader for the LIBOR transition, working on Hedge Accounting, Funds Transfer Pricing, model updates, discounting changes and operational readiness testing.• Mitigated reputational and regulatory risk leading SOFR/ SONIA technology projects, identifying all impacted systems, assessing potential solutions and influencing Senior Management decisions to ensure operational readiness• Quantified and analyzed a range of potential P&L impacts, based on a multiple transition scenarios, by mapping out and modelling the estimated changes on the existing portfolio of trades. • Ensured business continuity by engaging cross-functional business stakeholders to develop fallback procedures to manage RFR trades that are executed before technology solutions can be in production. -
Senior Director, Wholesale Banking Project DeliveryCibc Dec 2015 - Jul 2019Toronto, Canada AreaBusiness Implementation Lead for a $13 Million project to upgrade internal trade capture systems. Extensive interactions with internal and external stakeholders. In depth knowledge of repo and securities lending businesses. Trade conversion and user testing of new functionality. Mapping and developing existing processes onto the new system. Development of new tools and processes to improve reporting -
Senior Director, Treasury BiaCibc Dec 2013 - Dec 2015161 Bay Street, TorontoLiquidity risk management and collateral management. Developed collateral management reporting platform which takes inputs from multiple booking systems. Providing collateral and counterparty analytics to identify track daily movement in repo and securities lending portfolios. Identified general and specific wrong way risk by counterparty and industry sector. Generating daily HQLA measures by desk and book, for equities and fixed income collateral. -
Senior Director, Treasury FinanceCibc Mar 2011 - Nov 2013Bay Street, TorontoSupport the Treasurer and Chief Investment Officer. Liquidity projects, portfolio analysis, risk reporting, P&L reporting, funding analysis, reconciliations, planning, forecasting and team leadership / people management. -
Director, TreasuryManulife Financial Dec 2005 - Mar 2011Toronto, Canada AreaSet up banking infrastructure for the Philippines operation, developed a securitization platform, dealt with rating agencies, project management, managed the retained asset program (team was based in Boston). Worked on funding and deposit strategies with Manulife Bank based in Waterloo from 2009 to 2011 -
Project DirectorEli Lilly And Company May 2004 - Dec 2005Indianapolis, Indiana AreaProject managed the validation of a brand new facility being built in Indanapolis. Managed multiple project across a team of contract resources in partnership with the engineering department. Responsible for all project status reporting, billing and client relationship management. -
Qualification Project ManagerPfizer Jan 2002 - May 2004Kalamazoo, Michigan AreaManaged a team of 40 - 50 contract resources working to qualify sterile injectable manufacturing lines. Partnered closely with engineering and QA departments to ensure FDA compliance for the facility. -
It SupportNortel Networks 1998 - 2000Internal marketing and training for technology. Worked on client specific websites with a team in San Francisco. Lots of presentations to customers about how Nortel Networks was leveraging the intranet to enhance productivity
Dan Williams Education Details
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Finance
Frequently Asked Questions about Dan Williams
What is Dan Williams's role at the current company?
Dan Williams's current role is Strategic Project Delivery and Business Transformation Professional.
What schools did Dan Williams attend?
Dan Williams attended University Of New Brunswick, The University Of Western Ontario.
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Dan Williams
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Dan Williams
Digital Communications Coordinatorregistered Nurses' Union Newfoundland & LabradorSt John’s, Nl1loyalistcollege.com -
Dan Williams
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