Responsible for managing day-to-day P&L and lead key product management activities for RBC's retail term investments and savings portfolio, including but not limited to portfolio innovation and enhancements, developing and managing 3-5 year product road maps, as well as resolution of client escalation and production issues

KEY RESPONSIBILITIES:Responsible for end-to-end product management of Canadian Banking’s Personal GIC & Savings product portfolio, including product features, policies & procedures, product competitiveness, policy ownership, risk profile and profitabilityProvide thought-leadership and strategic thinking towards optimizing the GIC & Savings product portfolio growth and profitability; execute on a mind-set of continuous product innovation by collaborating with Retail Enablement and Pricing & Acquisition teamsAct as a key point of contact for all client escalations related to personal GICs and Savings products; collaborate with cross-functional teams to resolve urgent client escalations in a timely manner

KEY HIGHLIGHTS:Working with segment finance teams to prepare Quarterly Business Reviews (QBRs), annual operating plan and three year outlook; reviewing and challenging segment revenue and expense growth in an effort to provide value-added analysis to CFOPreparing quality presentations and reporting packages for the CFO, Group Executives, and the RBC Board of Directors, analyzing RBC’s financial performance, risks and opportunities related to competitive assessments and market trends, as well as making strategic recommendationsImplementing strategic CFO priorities, such as drivers-based forecasting to enable executive management to identify key drivers of financial performanceReviewing and developing effective revenue/cost allocation methodologies to ensure proper accountability and accuracy of segment financial performance

KEY HIGHLIGHTS:Providing senior executives and the Board of Directors with value added reporting and analysis to support timely and effective strategic decision making.Involved with establishing the overall framework and direction for determining required performance to meet RBC’s medium term objectives, target setting, 5-year and 1-year planning, and ongoing monitoring of performance through forecasting and monthly/quarterly reporting of results.Assisting Directors and Senior Management with ad-hoc analysis and presentations used by CFO, CAO, CRO and other Executives to make significant strategic decisions.

KEY HIGHLIGHTS:Participated in the integrated audit of a multinational company in the power & utilities industry with nearly $20 billion in total assets; focused on examining overall company consolidation as well as testing of complex derivative and arbitrage agreementsResponsible for engagement planning, execution, and overall reporting to Group Auditor; developed detailed audit procedures in accordance with PCAOB regulations to test the client’s control environment and other significant transaction cyclesPerformed detailed review of documentation prepared by junior accountants, advised them on documentation requirements to be in compliance with PCAOB standards; provided clarity in establishing individual expectations while driving overall performance management and learning experience

Responsible for leading sizable audit engagements through planning, execution and conclusion phases, with a commitment to provide outstanding client service.KEY HIGHLIGHTS: Appointed lead audit senior on a newly-acquired client in the Mining & Natural Resources industry with total assets in excess of $10 billion; led a team of three junior staff through planning and execution of the audit; performed comprehensive qualitative and quantitative risk assessments to develop comprehensive audit strategy and scope Led a team of four junior staff on a newly-acquired pension audit for seven pension plans having aggregate investments in excess of $2 billion; worked closely with Engagement Manager and Partner to develop engagement budget as well as detailed audit procedures to address risks of material misstatementPerformed internal controls testing on a PCAOB-regulated client to test compliance with Sarbanes-Oxley Act (SOX) while identifying control weaknesses, implications and recommendations for control improvements

Completed 3 co-op terms (10 months) in Deloitte's Assurance & Advisory practice, serving both public and private clients in Manufacturing, Consumer Business, and Real-Estate industries.

Developed strong relationship-building skills by catering to the clients’ needs on a daily basis; assisted with a variety of exercise programs in accordance with the clients’ prescribed physical activitiesProduced executive summaries from program evaluation reports and outlined potential areas of improvements to ensure excellent client serviceWorked directly with the Regional Manager to edit and update company policies in Adult Day Service Program ManualOrganized bi-weekly outdoor events for clients from multiple locations of Rainbow Adult Day Centre; assisted with logistical support and overall successful execution of such events