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.

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.

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.

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.

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.
• 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.
• 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.

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