Mba Finance Projects in General Insurance Companies

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					EUGEN SPIVAK, MBA, PMP, CISA, CGEIT, BSc                                                      (416) 822-2280
                                                                                              eugen@eugenspivak.com

                                 Project/Program Manager / Management Consultant
PROFESSIONAL PROFILE
Credenti al s:      -   Master of Business Administration in Finance and General Management (Schulich School of Business)
                    -   Certified Project Management Professional (PMP)
                    -   Certified Information Systems Auditor (CISA)
                    -   Certified in Governance of Enterprise IT (CGE IT)
                    -   Certified in Certified in Risk and Information Systems Control (CRISC) Candidate
                    -   Bachelor of Science in Computer Science (York University)
                    -   Reliability security clearance; clean police record
Management          - 10 years of management experience in project and program management directing projects and
and Leadership:       programs with budgets exceeding $4.5 Million, including project rescue missions and stalled projects
                    - Successfully managed up to 8 projects concurrently, core team sizes of up to 50 resources delivering
                      projects on time, on budget and within scope. Managed scope, time, cost, resources, risk,
                      communication, project integration, quality in line with PMBOK best practices of PMI
                    - Managed business, technology (software, infrastructure, proof of concept), business process
                      reengineering and audit projects
                    - Experienced with business case development, project selection, performance and portfolio
                      management processes and tools (Clarity)
                    - Turnaround artist, who thrives on challenge resolution through re-engineering, team building and
                      leadership; experienced at resolving complex business issues and making things happen across multi
                      functional teams through innovation and creative thinking
Governance          - More than 7 years of IT Governance and Risk Management experience, focusing on effectiveness
Methodologies:      - Experienced in SDLC, RUP, Agile, Scrum, RAD, Waterfall, PMBOK and other management
                      methodologies resulting in more effective customized governance solution strategy
                    - Strong experience in Business Transformations, Risk and Change Management; turnaround specialist
                    - Successfully implemented Governance Methodologies (Sarbanes-Oxley Act, Turnbull Guidance, Bill
                      198, COSO Enterprise Risk Management Framework, CobiT, ValIT, CMM, ITIL, various ISO
                      standards) and other best practices, as well as used these frameworks for new initiatives to ensure that
                      they are compliant, governed and secure
                    - Developed policies, procedures and frameworks; facilitated C-level sessions and presentations
Security and        - More than 15 years of Consulting, Security, Architecture and Technology experience
Architecture:       - Facilitated formulation, implementation and evaluation of Business and IT Strategy; established
                      technology, security, software quality standards, architectural and security governance (based on
                      TOGAF and Zachman frameworks) and roadmaps, assessments, readiness assessments and audits
Client and          - More than 5 years of management consulting and business analysis experience
Vendor              - Participated in full RFP process from vendor selection, implementation and vendor management
Relations:          - Prepared RFIs/RFPs/RFQs and SLA Documentation; reviewed contracts and communicated decisions
Human Capital:      - Focused on effective facilitative leadership; exhibits resourcefulness, creativity and very high tolerance
                      for ambiguity; natural negotiator skilful at conflict and issue resolution
                    - Conducted staff recruitment; established roles and responsibilities for projects; developed procedures,
                      materials and conducted performance appraisals, staff training, development and mentoring
                    - Motivated, mentored, and led project managers, team members, sponsors and senior management
                      and created project culture where stakeholders are motivated, excited and empowered to excel
                    - Adept at relationship and consensus building at all levels – from senior executives to professionals;
                      internal and external stakeholders

EXPERIENCE
PROGRAM DIRECTOR, CIBC, Toronto, ON                                                                               Jun’10-Pre sent
- Manage multi – year business program portfolio with the budget exceeding 4.5 million and multiple project teams of about 50
  professionals. Individual strategically aligned projects are aimed to deliver improvements to search, archival and content
  quality for multiple channels and lines of business (Branch, Telephone Banking, Visa, President’s Choice Financial/Amicus)
- Through coaching and feedback to project managers, team members, sponsors and senior managem ent taking steps to
  establish the self regulating culture of success within the program, clear lines of accountability and stable work environmen t
- Facilitate adoption of Scrum and agile project management in synergy with best practices of Project Manageme nt to ensure
  that individual projects are successfully delivered meeting plans for scope, time and cost
- Play key communication role, which is accountable for accurate and timely status reporting to executive steering committee
SENI OR MANAGER/SENIOR PROJECT MANAGER, CIBC, Toronto, ON                                                      May’09-May’10
- Managed and successfully delivered Business Information Support Tool project, that is presently used by 25,000 CIBC line
  employees on day to day basis to obtain product reference information about all products and services offered by CIBC
- Project was delivered on time, on budget and within scope, that was defined by about 1100 distinct requirements. BIST has
  resulted in average savings of 1 minute to find an information about one product for each search by an emplo yee, and was
  nominated for Project of the Quarter award
- Managed project team size of more than 50 members (direct / indirect); liaised and managed expectations of more than 12
  external partner groups and Business Units, including Telephone Banking, VISA, Mortgages, Amicus, Technology groups,
  Frontline Effectiveness, Imperial Services, Intranet, Retail Distribution, Training & Development, eMortgages, Operations, and
  others
- Managed 15 direct / indirect members of staff (management and professionals), and created productive, rewarding and
  empowering environment through including mentorship, coaching, performance reviews and various team building activities
- Successfully delivered another project – eRDS, focusing on automatic delivery of rates information. eRDS project obtained
  Quarterly Team Achiever award for the Telephone Banking organization, containing more than 2,000 employees.
PROJECT MANAGER/GOV ERNANCE CONS ULTANT, TORONTO HY DRO, Toronto, ON (Contract)                               May’08-Jan’09
- Managed two business process reengineering projects to implement CobiT governance framework for the company with
  revenues exceeding $2.5 Billion CAD. As the result, Toronto Hydro achieved Level 3 process maturity in portfolio and project
  management of software projects and in management of IT human resources
- Responsible for liaising with more than 35 immediate stakeholders, including CIO, PMO Leader & 12 other Project Managers
- Defined relationship between inputs(people, processes and assets) and outputs to achieve strategic objectives
- Established organizational and process controls within IT&S organization and mapped risks to controls; linked plans to
  specific, measurable and realistic metrics and performance indicators that were used in executive reporting package
- Rationalized portfolio and project management framework with improved corporate templates and processes; enhancements
  introduced appropriate best industry practices (PMBOK, Iterative and Agile Methodologies, RUP, etc) and resulted reduction of
  ambiguity for various stakeholders, effective and easy to follow processes, and improved management oversight
- Established Quality Management Framework based on ISO 9126 standard, establishing enterprise quality goals, attributes,
  metrics, and processes and activities (quality assurance and quality control) needed to meet these goals
- Mentored corporate Centres of Excellence for Requirements Gathering, Design and Development, Risk Management,
  Software Quality and Commercial-off-the-shelf Software Implementation with suggested recommendations
- Delivered training and overview sessions to CIO, Management and IT organization (in total – 200 professionals) to facilitate
  adoption of changes according to recommendations made in the implementation plan
- Assessment, conducted by panel of senior managers, concluded that Level 3 maturity was exceeded for both projects
PROJECT MANAGER/MANAGEMENT CONSULTANT, DIRE CT ENE RGY, Toronto, ON (Contract)                                  Oct’07-Apr’08
- Managed several projects with budgets up to 1.5M, that were based on SharePoint Portal, Infopath & .NET infrastructure
- Supervised teams of up to 10 members
- Prepared business case, defined project approach, created project plan and detailed estimates for a major enterprise initiati ve
  focused on migration of enterprise web applications to MOSS(SharePoint 2007).It was valued at $2.5M CAD
- Established IT Corporate Systems PMO and developed Direct Energy project management framework (DEPM) to be used
  across the enterprise. It is based on Rational Unified Process (RUP), Microsoft Solution Framework (MSF), Agile, Scrum ,
  Waterfall, ITIL and other methodologies and best practices. Aligned project controls with strategic objectives for IT
- Mentored more than 12 Project Managers about DEPM framework and best practices related to project management
- Rationalized business case creation and management; created business case samples for software & infrastructure initiatives
- Suggested revisions to introduce release management according to ITIL recommendations
- As the result of the management study aimed to improve productivity of developers, considered various options, conducted
  cost benefit analysis, created business case and facilitated adoption of Team Foundation Server to be used by 150 developers
  across the company. Benefits of the project were estimated at $2.2M CAD
MANAGEMENT CONS ULTANT, SIERRA SYSTEMS, Toronto, ON                                                            Jun’06-Sep’07
Responsible for the following major engagements:
Co-operators Insurance:
- Analyzed strategic goals, operating environment and technology infrastructure for M&A of two insurance companies and
  developed program portfolio of 18+ enterprise projects valued at over $4.5M CAD, spanning across the entire company
  (Customer and Policy, Underwriting, Claims, etc). Technologies included .NET, Service Oriented Architecture and ESB
- Advised VPs / CEO about feasible technology choices and benefits they would bring to business. Consulted management
  team about options to resolve operational, human resources and project delivery issues; in addition, leveraged economies of
  scale and helped to create more streamlined project management framework to deliver projects more efficiently and cheaper
- Conducted meetings with C-level executives to establish technology strategy; performed risk assessment and created risk
  response plan for a major revision of a technology platform
Royal Bank of Canada:
- Managed external vendor in implementation of a credit risk management system to be used by over 10,000 RBC employees,
  reducing costs by 25%, enhancing standardization and virtually removing opportunities for conflict of interest
- Gathered business, technical, security, privacy and other non functional requirements; performed security audit and readiness
  assessment; ensured that RBC Project Management Framework (PMF) deliverables were met
Other:
- Developed portions of Enterprise Risk Management consulting product offering based on COSO ERM and CobiT frameworks.
- Created proposals and responses to RFP for various Government clients (e.g. Ministry of Public Infrastructure Renewal)
- Conducted Client presentations; was involved in pre-sales and sales activities; assisted resolution of strategic and operational
  issues early on during the engagement
TECHNICAL PROJECT MANAGER, System s for Marketing, TELUS MOBILITY, Toronto, ON                                    Sep’02-Dec’04
- Managed development, infrastructure upgrade, and proof of concept enterprise projects (15 in total, with cross-functional
  supervision of up to 12 members) based on Identity Management, BPM, Portal, J2EE, Unix & other leading edge technologies
- Managed expectations of project sponsors and business owners; assigned resources and coached project team; managed
  delivery schedules and budget, ensured deliverables were met, negotiated with managers to resolve conflicts and issues
- Led integration activities among enterprise applications, including Customer Care and Billing, Rating, Invoicing, and SAP
- Investigated and oversaw the implementation of best practices in technology, security, and common components and
  facilitated their transfer to various internal groups (Marketing, Engineering, Operations, and IT)
- Was involved in all aspects of vendor (11 in total) relations - from business requirements gathering and analysis, RFPs, proof
  of concepts, to trial, customization, integration and/or implementation, with individual contracts worth up to $2 M annually
- Based on findings, created presentations to executive team that influenced strategic direction of the company
- Executed projects that became TELUS’ largest revenue generators (e.g. Java Downloads - $3.5 M annually)
TECHNICAL TEAM LEADER, AMDOCS INC., Toronto, ON                                                                   Nov’00-Jul’02
Profe ssional Services:
- Led integration and implementation activities of multi platform Customer Care and Billing solutions with budgets between
  $1Million and $6 Million for telecom carriers worldwide, including Verizon Wireless ($19 Billion in revenues), Telecom New
  Zealand ($2 Billion), British Telecom ($20 Billion) utilizing .NET, J2EE, Java, JSP, C++, ETL and Oracle
- Worked closely with business units of clients, gathered requirements, defined solution architecture and product customizations
  required
- Managed transfer of North American Service Centre from headquarters in Israel to Toronto division (engagement and service
  delivery model, technology artifacts, source code management, issue resolution, etc.) for Enabler - Amdocs’ newest billing
  product; managed one of the first few North American demos / proof of concept of Enabler in collaboration with Accenture
- Delivered product demos and proof of concept initiatives; managed delivery schedule, issue resolution, communicated project
  progress, as well as conducted software development, customization, configuration and integration activities on Client’s site
Additional Responsibilities:
- Remaining time spent in Product group working with clients in order to establish their priorities, including scope of work,
  integration points and data conversion approach.
SENI OR TECHNICAL CONS ULTANT, Information Services, BELL CANA DA, Toronto, ON                                    Mar’99-Nov’00
- Responsible for projects representing new product introductions, sponsorship events and infrastructure alignment i nitiatives
- Managed scope, schedule, specification changes, issue discovery and resolution for various technology projects (36 in total,
  with cross-functional teams of up to 20 members, budgets up to $3 Million, 3 to 7 at a time) for internal clients. Environment
  consisted of template and database driven sites using ASP, ADO, VB, ActiveX, SQL Stored Procedures & other technologies
- Ensured high availability & scalability of mission critical transaction based applications, receiving more than 3 M hits per month
- Took on 2 multi million dollar troubled programs (customer loyalty program - $3M, customized email engine - $2M), and
  successfully delivered them on time and on budget
- Suggested to business stakeholders most optimal solutions to meet immediate priorities and long term goals that resulted in
  proactively managed expectations, improved functionality for end customers and decreased time to market
- Coordinated implementation on multi-vendor projects that involved external vendors (CGI, Xpedior, E&Y, Cossette and others)
  and ensured that projects were delivered on time and on budget
- Performed design reviews; guided vendors, peers and bell.ca support personnel on security guidelines, design architecture,
  SDLC and other process methodologies, and Bell’s creative c ontent standards for web and print media
- Consistently recognized for exceptional performance by management, clients and customers
TEAM LEADER, PAGE SYSTEMS INTL., Toronto, ON                                                               Jun’98-Feb’99
- Led team of 5 QA Engineers to create automated test suite and ensure compliance of 16 client and 4 Unix server applications
  on 4 platforms with established design blueprints
IT CONS ULTANT, VARIOUS CLIE NTS, Toronto, ON                                                                    Dec’95-Feb’98
- Developed technology solutions to drive businesses of various clients in retail, logistics, supply chain and healthcare industries
  that included application and web development, training, networking, security and other projects

EDUCATION
Certified in Certified in Risk and Information Systems Control (CRISC) Candidate, ISACA                         Present

Certified Information System s Security Profe ssi onal (CISSP) Candidate, (ISC)2                         Present
- Domains include Information Security and Risk Management; Access Control; Security Architecture and Design; Physical and
  Environmental Security; Telecommunications and Network Security; Cryptography; Business Continuity and Disaster
  Recovery; Legal, Regulations, Compliance and Investigations; Application Security; Operations Security
Certified in Governance of Enterpri se IT (CGEIT), ISACA                                             2008
- Focus on IT Strategic Alignment, Value Delivery, Governance Framework, Risk Management, Resource Management and
  Performance Management
Certified Information System s Audi tor (CISA), ISA CA                                                     2008
- Practice areas include Systems and Infrastructure Lifecycle Management, Protection of Information Assets, IT Service
  Delivery and Support, IS Audit Process, Business Continuity and Disaster Recovery
Advanced Rational Unified Process (RUP) and Use Ca se s Workshop, Sierra System s                          2007
Effective Negotiating®, Karrass                                                                            2007
Project Management Professional (PMP), Proj ect Management Institute                                       2007
Enterpri se Architecture Seminar, Sierra System s                                                          2006
Master of Busine ss Admini stration, Schulich School of Business, York University, Toronto, ON             2006
- Special focus on Finance and General Management
- Led group of 8 colleagues in strategic consulting project for technology company developing .NET based Business
  Performance Management software; identified opportunities to increase annual revenues by $2.1M CAD
Bachelor of Science in Computer Science, York University, Toronto, ON                                      1998
- Majored in Computer Science, graduating in top 10% of the class

COMMUNITY LEADERSHIP
Vice Chair, Board of Directors, NEWCOMER WOMEN’S SERVICES, Toronto,                                     Nov’05-Sep’07
- Provided guidance and developed governance, HR, organizational effectiveness review, performance review practices and
  provided leadership to senior management, staff (22) and volunteers (28) in 2 locations
- Involved in Strategic Planning and Programs Committees, managing over $1.2M CAD in annual funding
Instructor, YORKDALE ADULT LEARNING CE NTRE, Toronto, ON                                                     Mar’98-May’98
- Taught technology courses to 30 students, including developing teaching material and tutoring students individually

				
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