- successfully led a high performance team to deliver accurate, timely and informative reporting on Canadian Division expense numbers (>$1B) to key stakeholders in the Division and to Corporate- developed decision useful expense commentary for the Canadian Division- provided leadership to the expense forecasting and budgeting process for the Division by developing timelines and hosting weekly meetings to discuss issues and set direction- developed and presented LPGA forecasts and budgets to the Executive team

- successfully led an expense management team that was responsible for all aspects of managing expenses and field compensation for the Retail Markets Sales team.- prepared and reviewed the annual expense budgets and forecasts for the Retail Markets Sales area- managed all aspects of the Manulife Financial LPGA financial budget

- led a financial reporting team of 8 people.- reported monthly expense and sales results.- managed financial performance and profitability of each region within the various channels

- successfully led a team of over 100 people in Waterloo, Toronto and Manila- reorganized the department to put more focus on certain aspects of the business and to achieve consistent service results- implemented PIA quality plan initiatives that resulted in reduced rework, improved quality and improved processesdeveloped an engaged leadership team through effective recruiting and mentoring - successfully moved the AlphaPlus system setup work to Manila where reduced turn-around times and high quality have been achieved- ensured that re-issues of clients done in the business were properly supported and completed by PIA- developed an easy to read monthly communication called 'PIA Live Wire' to keep the team engaged and informed

- successfully lead a team of 120 people in 3 locations(Toronto, Markham, Waterloo) and then integrated the 3 locations into one location in Waterloo while reducing headcount by 10%- maintained solid service and quality results during integration activities successfully passed the SOX and 5970 audits post integration for CFS; significantly improved the suspense status of various suspense accounts- implemented a comparative analysis tool to improve the controls for publishing client financial statements.- recruited and developed a high performance leadership team

- developed a competitive flex admin product offering (FlexLink) that provides a comprehensive electronic solution for the Corporate Account marketplace- provided successful FlexLink training sessions to head office and RGO personnel- developed comprehensive FlexLink product documentationprovided significant creative input into the FlexLink branding process

- delivered a very successful AlphaPlus product release which significantly enhanced the AlphaPlus product and has lead to record AlphaPlus sales- created and delivered a very successful AlphaPlus enhanceMINTS promotion campaign - involved sending out 10,000 mint mailings to Plan Advisors- delivered an international insurance coverage arrangement through the MIA Benefits network

- successfully led a number of project teams that delivered as planned on four key projects, namely: Alpha Quote, ConnectInsure, Plan Sponsor Services Continuous improvement and Product Rationalization- demonstrated the ability to lead diverse teams of people to achieve the desired project outcomes

- provided leadership/mentoring support to a team of project managers- successfully led a project team that developed a new pricing framework for the entire Corporate Accounts block of business (>$1 billion)- implemented Phase 1/1B/1C of the Pricing Project on time and on budget (very significant benefits were associated with this initiative)- demonstrated innovative and strategic thinking capability on the e-Business initiative

- successfully managed the Confederation Life purchase transaction (>$750 million) through the Price Determination and Integration phases of the project (involved in excess of 50 people)- developed good team spirit and delivered the project on schedule and on budget- kept senior management well aware of major project developments- obtained a 'clean bill' of health from an internal audit review of the project

- successfully wrote/launched an accounting model for the complex Innovision product which included inventory control and suspense reconciliation control mechanisms- launched the ILC administrative system direct feeds to the general ledger(GLS

- developed a comprehensive spreadsheet package entitled, 'Plan on the Lan', to monitor expense variances between budget, actual, forecast expenses