Designed and modernized complex mutual fund systems for TD Bank, CIBC, and Scotiabank. Supported and developed offshore staff, optimized system performance, and implemented Mutual Fund Dealer Association (MFDA) and Foreign Account Tax Compliance Act (FATCA) requirements.• Produced high-level designs of GUI input to modernize systems for dealer / intermediary, account maintenance, and transaction input (redemption, transfer, interest and dividend adjustments), attracting and retaining clients.• Trained and coached offshore staff in detailed design, coding, unit testing, business acceptance testing (BAT), and production support. Reduced development costs 50%. • Assisted clients to generate new customers by enhancing Tax-Free Savings Account (TFSA), and Registered Education Savings Plan (RESP) functionalities. • Created parallel job streams for batch optimization project that reduced batch run time by 2 hours, facilitating increased bank transaction volumes.

Improved and maintained mutual fund systems for TD Bank, implemented Canada Revenue Agency (CRA) requirements, created new products, resolved production issues, and provided backup leadership for team. • Led several phases of Registered Retirement Income Fund (RRIF) project, designed overall process flow, coded batch processing, and oversaw user interface, improving customer retention. • Cut data entry costs in half and added functionality by designing multi fund redemptions. • Designed/implemented aggregate tax business function on redemption and QC withholding tax, adhering to CRA requirements. • Reduced software development costs 30% by improving return-of-capital functionalities that enabled transfers between dealers.