Keith T. Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

Collaborate with business partners to develop the strategy for the Salesforce capability roadmap, leading the Salesforce and Digital Experience Product teams, aligning efforts with business objectives and key results, and managing relationships with stakeholders and vendors. Responsible for maintaining the platform, evaluating and implementing new products, driving innovation, and prioritizing technical delivery to support business goals.Technology: Salesforce CRM - Sales Cloud NPSP, Salesforce Marketing Cloud, Sitecore XP, Sitecore Content Hub, Commercetools, iATS Brickwork, RallyBound

Toronto, On, Ca

As part of a multi-year enterprise Digital Transformation, focused on People, Data, Processes and Technology, lead delivery of the enhancement and development of new digital capabilities related to constituent relationship management (CRM), data and analytics.Led the implementation of a modern, scalable cloud-based data warehouse, data integration tool, and an advanced business analytics service to form the foundation for centralized quality business data and broader self service insights to inform decision making and planning. Led the implementation of Salesforce CRM across the organization encompassing the business units of International Programs, Mass Marketing and Philanthropy. This technology will allow the organization to better manage their relationships with constituents, capture, organize and interpret constituent data, automate processes & workflows, track data related to all interactions and gather additional insights to more effectively engage their constituents.Technology: Snowflake, PowerBI, Talend, Salesforce CRM - Sales Cloud NPSP, Salesforce Marketing Cloud

Toronto, Ontario, Ca

Providing senior leadership and oversight to the GWAM Finance Transformation initiative; envisioned and implemented an effective strategy to deliver new process, and technology capabilities and drive efficiencies throughout Finance functions within the GWAM division. Collaborated with Executive Management to identify specific workstreams in which to implement changes to people, processes, data, and technology, in order to develop a well-defined strategic roadmap which was approved by all stakeholders.Overseeing the PMO, provided ongoing guidance and leadership and defined/implemented project management best practices across the program, including project plans, status reporting, issue and risk logs, and task/resource tracking.Completed Current State Assessment and developed a Global Future State Design to improve the WAM Finance Accounting and FP&A internal management reporting close processes with a target to reduce the cycle time from 14 days to 6 days.Defined a new WAM Finance Business Architecture by implementing a GWAM Finance data store and data governance in an Enterprise Data Lake environment, enabling self-serve reporting and analysis of AUM and GL transactional data; leveraged PowerBI as a decentralized reporting and analytical tool to streamline management reporting.

Toronto, Ontario, Ca

Transformed complex finance functions (general ledger, fixed assets, project costing, reporting, and FP&A) and implemented new financial, operational, and IT customer-focused solutions across all business lines (Retail, Financial Services, and CT REIT).Serving as a trusted advisor to Senior Leadership, developed process simplification strategies, provided direction in the implementation of deliverables, and participated actively in solution implementation to ensure all requirements were met.Managed key relationships with cross-functional stakeholders across all BUs throughout project lifecycles to balance perspectives and gain buy-in for recommended solutions to deliver results in the context of the process improvement mandate.Championed continuous improvement by proactively identifying process capability gaps related to people, processes, data and technology, defining effective solutions, and driving implementation across the Enterprise.Envisioned, developed, and implemented asset management and project costing business and accounting processes by planning and overseeing the rollout of PeopleSoft Fixed Assets and Project Costing modules.Streamlined and rationalized a large number of Retail FP&A reports; produced and handed off a future state reporting inventory and list of key data attributes to the Development team for prioritization and rollout.Played a key role in successfully developing and presenting a viable business case to Executive Management for Project ONE, a multi-year project to merge the GL systems across all Retail BUs and enable more timely financial reporting and analysis.Provided program management leadership to implement Hyperion Financial Management to consolidate financials across all CTC BUs for reporting purposes and Hyperion Strategic Finance to improve financial modeling and consolidation for the multi-year CTC planning process.

Toronto, Ontario, Ca

Provided financial analytics and supported company wide IT function across all business lines – Retail (Canadian Tire Retail, Mark’s, FGL Sports, Petroleum, PartSource, Real Estate) and Financial Services (CTFS). Collaborated with IT Senior Management to analyze, plan, budget and forecast current and future KTLO spend; led capex and opex forecasting, reporting and analysis for all IT projects, including labor rates, project CBAs, capitalization policy and key metrics.Leveraged a deep understanding of the big picture to develop and improve meaningful reporting and analysis which was responsive to business changes, while providing key insights and related recommendations that translated into business plans to guide Senior Management decision making.Planned/managed CTR FP&A projects and process improvement initiatives, working in close collaboration with other Finance groups, IT and BUs to ensure processes were streamlined; designed/implemented a new weekly CT Retail Executive Dashboard and increased forecast accuracy by redesigning existing and developing new financial planning expense and revenue models.

Toronto, Ontario, Ca

Led various functional and technical workstreams for the implementation of Lawson Procurement and FileNet Document Management. Provide advisory services to the Corporate Financial Systems Administration team.

Austin, Texas, Us

Led end-to-end PeopleSoft Budgeting implementations at Virginia Information Technologies Agency in Richmond, VA and The Warranty Group in Chicago, IL; supported the fit-gap phase for PeopleSoft Expenses as part of a WSIB FMS upgrade project.

Toronto, Ontario, Ca

Full life cycle implementation of PeopleSoft Planning and Budgeting system and business processes for Corporate Planning team. Transitioned into Product Management role responsible for all roadmap initiatives to support the new PeopleSoft Budgeting application.