Sundeep Singh Kakar Email & Phone Number

Canada

Sherwood Park, Alberta, Canada

Client Success Operations· Client Services:Ensuring that primary member inquiries/interactions meet or exceed Service Level Agreement (SLA) expectations for responsiveness, accuracy, professionalism, etc. through a variety of platforms (Zen Desk, Zoom, MS Teams, email, written correspondence) and venues (in-office, trade shows, client events, etc.).Finance· Lead execution of and ensure accuracy/compliance of OpEx and CapEx budgets, reporting, and internal financial systems (Sage, accounts payable/receivable).· Cyber Security Audit / finding completion· Facilitate internal forecasting/budgeting meetings that provide clear indicators and analysis of how AMHSA is performing financially within the current and projected budget.· Implementing internal controls to safeguard that contracts are managed efficiently and mitigate risk.Information Technology· Information Technology: Lead oversight and compliance of AMHSA IT Management System (ITMS), infrastructure (network, cybersecurity, technology, data integrity) and provide recommendations for progressive improvement with systems and process.Contracted Services· Contract Services: Act as a consistent conduit and facilitator (where requested and required) to identify risks and points of exposure in AMHSA/Client contracts.· Procurement & Contracts: Contract negotiations, contract awards, and contract management, legal services, MOU, etc.).Corporate Services· Delivering and supporting AMHSA strategies/priorities and creating conditions for success.· Demonstrates senior proficiency in Vendor Management including but not limited to: Logistics and Transportation, Negotiation, Procurement, Strategic Planning of Sourcing Requirements, Supplier Relationship Management, Vendor Management, and Inventory/Supply Management

As Co-Creator and Co-Chair of the Sifarish Network I am building the strategic vision and mission of the organization and working on expanding this initiative to become the premier networking group and community engagement platform for the South Asian community in Canada! The Sifarish network connects Business people, Professionals, and others in the community with information and resources required for personal and professional success!

Edmonton, Alberta, Canada

- Compliance Leader responsible for the management and execution of the Investment and Regulatory compliance program for ATB Compass Funds managing over $20 Billion of client assets.-Lead the development of Fund Compliance oversight processes to ensure ATB Compass Funds and Pools are compliant with applicable regulatory rules and guidelines.- Provide Leadership in developing documentation of Governance, Risk, and oversight processes to support appropriate risk management reporting of ATB Compass Funds and Pools to stakeholders.- Provided direction and assistance to management teams in setting and executing remediation strategies to improve compliance and business processes with an emphasis on internal controls to respond to corporate assurance/audit teams and external regulators recommendations.

Edmonton, Alberta, Canada

-Primary Risk Lead for ATB Wealth to identify and assess risks associated with strategic and business planning including mitigation of those risks as required.- Identified and assessed risks associated with strategic and business planning including mitigation of those risks as required.Developed and documented a comprehensive risk and control matrix and supporting inherent and residual risk assessments. -Recommended, compiled and reported on KRIs and key risks to business area leadership and to the second line of defense.

Edmonton

• Plan and manage projects to ensure that the audits are completed efficiently and in accordance with applicable standards.• Execute programs to achieve audit objectives by collecting, analyzing, interpreting and documenting information.• Provide consulting services to University management.• Bring expertise to the Office’s operational activities through other audit related activities

Edmonton

• Lead and collaborated with Executive and Senior Management teams to gather corporate data required for regular reporting of performance measurement data• Development and creation of monthly, quarterly and annual corporate reporting on key service and non financial performance metrics to ensure tracking and alignment with the corporations business plan and performance goals• Relationship owner and corporate leader in assembling public pension plan information shared with Board of Directors, Plan boards and the public.

Edmonton, Alberta, Canada

• Lead Manager for PwC in Edmonton and Calgary on a Co-Sourced Internal Audit engagement of a large public sector Health Services provider. o Led project management efforts for multiple projects.o Projects included an Internal Audit review of: Medical Contracting, Procurement Policies and Procedures, Procurement Savings, and Clinical Policies.o Provided oversight and review to multiple project teams.• Led project management efforts for multiple projects at a large public sector pension administrator. o Projects included an Internal Audit review of: an $80 million dollar payroll disbursement function, Compliance review of tax reporting and remittance processes, and oversight and review of a large number of pension conversions.

Edmonton, Canada Area

• Developed integrated and independent risk-based project plans on an annual basis that were responsive to the operational, financial and compliance risk for a $73 billion public sector investment management organization.• Developed appropriate testing plans and ensured those plans were executed in compliance with the provisions of the Institute Of Internal Auditors.• Developed and conducted international due diligence operational risk assessment and review protocol on prospective and existing roster of an externally managed $17 billion fund portfolio

Canadian Risk Manager

Change Mangement Process Certification

Certification In Risk Management Assurance

Certified Internal Auditor, Auditing

Bachelor Of Commerce (B.Com.), Accounting And Business/Management