Responsible for bank regulatory compliance training, Microsoft SharePoint website administration, and management/team reporting.Delivered training and tracked completion statistics for over 8,000 employees across multiple business units utilizing Axentis GRC compliance software to achieve a 100% completion rate. Developed new SharePoint website for North American team to track, update, and share information regarding regulatory changes. Created and streamlined periodic reporting for Senior Compliance Officer and Chief Compliance Officer utilizing Microsoft SharePoint software to track and report compliance team tasks

Responsible for managing client services operations while building positive client and vendor relationships.Project Manager for product development that included planning, risk assessment, status reporting, testing, documentation, and post project assessments.Project Manager for shaping proprietary financial accounting software for GAAP, TAX, and IFRS mutual fund accounting. Led business team implementing new IFRS accounting treatments on accounting system.Managed on-time, successful system implementation of the first Canadian mutual fund PAS client, increasing annual revenues by 6%.Facilitated re-engineering projects to streamline client fund accounting procedures, specifically end-of-day fund pricing processes.Co-authored Requests for Proposals (RFP’s) and regularly delivered sales presentations.

Provided technical support and product support for complex mutual fund accounting software. Communicated daily with clients to implement network and infrastructure changes. Conducted product demonstrations and client training.Worked directly with programming and development staff to implement system fixes and enhancements. Project Manager for product development including planning, risk assessment, change control, status reporting, testing, documentation, and post project assessments.

Managed staff of three to five Fund Accountants to complete daily Net Asset Valuation (NAV) and periodic fund reporting requirements.Managed daily, weekly, monthly, and annual deadlines for mutual fund clients.Verified accuracy of daily net asset values, monthly control book reconciliations, financial reports, and compliance reporting for mutual fund and insurance companies. Coordinated annual fund audits with external and internal audits for SAS 70 reviews.