Dan Williams

Dan Williams Email and Phone Number

Strategic Project Delivery and Business Transformation Professional
Dan Williams's Location
Oakville, Ontario, Canada, Canada
About Dan Williams

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

Dan Williams's Current Company Details

Strategic Project Delivery and Business Transformation Professional
Dan Williams Work Experience Details
  • Cibc
    Senior Director, Strategic Projects (Libor Transition)
    Cibc Jul 2019 - Oct 2020
    Toronto, Ontario, Canada
    Treasury 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.
  • Cibc
    Senior Director, Wholesale Banking Project Delivery
    Cibc Dec 2015 - Jul 2019
    Toronto, Canada Area
    Business 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
  • Cibc
    Senior Director, Treasury Bia
    Cibc Dec 2013 - Dec 2015
    161 Bay Street, Toronto
    Liquidity 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.
  • Cibc
    Senior Director, Treasury Finance
    Cibc Mar 2011 - Nov 2013
    Bay Street, Toronto
    Support 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.
  • Manulife Financial
    Director, Treasury
    Manulife Financial Dec 2005 - Mar 2011
    Toronto, Canada Area
    Set 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
  • Eli Lilly And Company
    Project Director
    Eli Lilly And Company May 2004 - Dec 2005
    Indianapolis, Indiana Area
    Project 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.
  • Pfizer
    Qualification Project Manager
    Pfizer Jan 2002 - May 2004
    Kalamazoo, Michigan Area
    Managed 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.
  • Nortel Networks
    It Support
    Nortel Networks 1998 - 2000
    Internal 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

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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