David Lee Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Accountable for the Technology & Operations (T&O) Business Support Services team, oversaw execution of key business flows to support onboarding/offboarding transactions across T&O and developed enhanced service delivery models to reduce SLAs and digitize manual processes.Managed a dynamic reporting and analytics team to create various PowerBI dashboards and decks for T&O leadership.

Toronto, Ontario, Canada

Led discovery sessions and UAT for business partners within the Culture and People Office to successfully launch a best-in-class ServiceNow Onboarding module for new hires; developed key M&A playbooks and resources with an HR/ER focus to drive current and future acquisitions (talent planning, role structuring, total rewards).Joined the compensation team to manage the mid-year and year-end compensation cycles, creating financial models and consulting Talent Advisors across various… Show more Led discovery sessions and UAT for business partners within the Culture and People Office to successfully launch a best-in-class ServiceNow Onboarding module for new hires; developed key M&A playbooks and resources with an HR/ER focus to drive current and future acquisitions (talent planning, role structuring, total rewards).Joined the compensation team to manage the mid-year and year-end compensation cycles, creating financial models and consulting Talent Advisors across various internal LOBs on budget recommendations. Show less

Toronto, Ontario, Canada

As one of the key project managers in Professional Services, successfully launched Achievers' award winning rewards and recognition software across mid-market and enterprise clients in Canada and US; drove over 85% in average adoption rates post-launch and achieved a 90% in average CSAT scores.

Toronto, Ontario, Canada

Accelerated implementation of key technology projects and led end-to-end UAT for internal software enhancements and developed SOPs, business cases, and test plans to support key business objectives.

Toronto, Ontario, Canada

Implemented a 2-year strategy to reimagine retail branch scheduling processes by forecasting customer volumes with historical data and leveraging productivity standards based on branch location, size, and customer base across the retail physical footprint in Canada (over 1000 branches).Successfully deployed a Workforce Management tool to digitize manual paper-based scheduling processes and support branches with workforce planning needs.

Toronto, Ontario, Canada

Performed back-office transactions on Mutual Fund and GIC accounts (leveraging ADP, FundServ, Dataphile) to support investment advisors across Scotia Capital, with a focus reconciliation and investigations.

Toronto, Ontario, Canada

Provided day-to-day banking support at the Toronto Head Office branch in Scotia Plaza.