Operations management - investment finance, budgeting, policy and procedure, effectiveness and efficiency re-engineering, business continuty planning, facilities, human resources.Information systems management - investment finance, performance measurement, client reporting, CRM, compliance and order management.Technology management - tactical planning and implementation for network and email infrastructure, security, print services, telecommunications, disaster recovery.Committee member - Management; Information Technology; Compliance; Performance.

Senior Financial Officer, managed 1) Corporate Finance including annual report, payroll, audit, budgeting, cash forecasting, income tax, corporate secretary services, compliance; 2) Investment Finance including global banking and custody, middle & back office for public debt & equity, private debt & equity, real estate, mortgage, venture capital, and oil & gas portfolios, performance measurement, operational review of external managers; 3) Pension Finance including contribution/refund/payroll management; strategic planning, 4) operational risk for corporate, investment and pension related business applications, policy and procedures. Developed program budgeting with 5 year business drivers.

Supervised corporate and investment finance operatons including completion of corporate and regulatory financial statements, investment back office, regulatory statistical reporting, and income tax returns for 5 companies comprising the Canadian operations, and reported to US and Tokyo head offices.

Audited financial statements, systems and tax for approximately 100 companies, mainly in financial services, transportation, waste management, and manufacturing sectors. Participated in receivership management of business operations.