1550 Nipissing Court Tel: 905.837.0953; Cell: 289.200.0953 Pickering Ontario L1V 6T9 email: horace.lindsay@gmail.com PROJECT MANAGEMENT EXPERIENCE SUMMARY Acquired diverse Project Management experiences from contract engagements on Infrastructure and Financial Software Upgrades, COTS, ERP, CRM implementation projects, Data Migration, and perform/manage enhancements such as SharePoint administration and configuration, SQL - Data Warehouse, BI reporting. PM experience on various Operating System, and tools including UNIX, AIX, Oracle, Linux, Microsoft, SaaS, VMware, and Informatica (ETL). COMPUTER & TECHNICAL SKILLS Microsoft Office (Word, Excel incl. Pivot Tables, PowerPoint, SharePoint, Visio) MS Project Clarity PPM Primavera P6 Cognos TM1 Six Sigma (Green Belt) Project Manager TD Bank (Contract) Jul 2014 Oct 2014 POC project to select a contracted Vendor for a BPM (Business Process Management) Application. Completes planning activities to build detailed project schedule in conjunction with Technology Solution, confirming resource requirements. Ensures stakeholders are engaged and kept informed of project status, progress and activity. Works with leadership to ensure issues and key project decisions are resolved in a timely fashion. Ensures compliance to bank's project management methodology and delivers high quality project management deliverables..monitors and reports on project status and key deliverables against milestones and budget. Manages project risks, dependencies and issues, and elevates to appropriate levels to achieve resolution if required. Facilitates risk mitigation and contingency planning. Controls changes to the project through bank's project change request processes and documentation. Manages and reports on budget utilization for the project..manages project schedule and resource plan, and manage completion of tasks..develops an understanding of the technical and business aspects of the project in order to effectively manage the project and resources. Supports testing and implementation planning for the project. Facilitates the Operational Readiness process. Leads Change Management planning and activities for the project. Provides overall team leadership for project team members. Provides advice and guidance to business partners as required regarding best practices in project management. /Issues 1 P a g e
Project Manager Scotia Bank (Contract) Jan 2014 Jun 2014 Manage Credit Cards development Project, and SharePoint Administrator, Budget approx. $30M. Lead project in a matrix management organization dealing with a number of (senior) Delivery Managers and interacting with the Technical teams. Strong problem-solving and analytical skills to rapidly assess problem situations and creatively develop alternate solutions and approaches necessary to resolve high-level, complex problems. Facilitation and interviewing skills to determine Requirements and drive the benefit realization. Facilitate meeting with varied groups; deal with all levels of line management; diverse Bank organizations and management levels; and dealing with vendors/consultants without exceeding authority. Ability to balance competing or conflicting goals of various departments/stakeholders, requiring negotiation and influencing skills. Leadership skills with project team members/management to acquire/manage support and to negotiate priorities with full consideration and awareness of potential impact on the Project/Business needs and outcomes. Exert primary project control through an approved monitoring and reporting functions, and through participation in project preparation approval and reporting cycle. Exercise judgment to balance the necessity of timely responses to pressing issues and opportunities with the requirement to bridge the interests of various stakeholders. o Business Analyst Technology Project Manager TD Bank (Contract) Jan 2013- Jan 2014 Manage/implement Business and IT Projects (COTS, web based, Infrastructure and Financial Application Upgrade Projects MS Server 2003 to 2012 and Windows Application, BI/DW, SharePoint Upgrade), Data Migration, Budget $30K - $1M. Managed, lead and set priorities for multiple (7) concurrent COTS implementation projects (Insurance, Customer Complaint Resolution, Cognos BI) for client infrastructure, and upgrades, hardware and technology upgrades and implementations. Accountable for the project management change processes and deliverables. Comply with the system development life cycle (SDLC) and project management methodology (PMLC) - including development of project documentation/artifacts of system requirements, estimates of scope and cost, etc. Measure and monitor progress at clearly defined points in the process to ensure that the project is delivered on time, within budget, and that it meets or exceeds expectations. Adhere to defined project gating and governance controls to ensure that project meets all the performance and quality standards and conforms to SDLC methodology. Manage project scope, schedule, budget, quality, and risks. Develop detailed forecasts for all deliverables according to PMLC/SDLC practices. Identify projects dependencies, risks and issues, ensuring that they are effectively managed/monitored, and ensure contingency plans are in place. Manage project scope changes through accepted change management processes and documentation. Manage project communication to key stakeholders, including the Project Sponsor, Business Project Owner and IMO Program Director, and ensures they are aware of significant changes to the project status in a timely manner. Create project charters that define objectives, scope, cost, milestones and responsibilities. Manage stakeholder relationships as they pertain to projects assigned. Identify and source appropriate resources across all work streams, ensuring all resources are used effectively. 2 P a g e
o Microsoft Office (MS Project 2010,Word, Excel, PowerPoint, SharePoint, Visio) PMO Manager Mother Parkers Tea and Coffee Ltd (Contract) Sept 2012 Jan 2013 Develop PMO artifacts and templates for ERP Implementation Project. Develop PMO Operating Procedures and Documentations including Project Plan, Governance, Charter, Change, and miscellaneous knowledge base documents. Implement and configure the Project SharePoint repository. Develop and manage the project s Financial Templates. Development of the high-level and Detail implementation plan using MS Project. Prepare the weekly Status Report and facilitate Status Meeting with Sponsor, and Project Team. Ad hoc project artifacts and presentations. o Microsoft Office (MS Project 2010,Word, Excel, PowerPoint, SharePoint) Program Control Officer RBC - Dexia (Contract) Feb 2012 Sept 2012 The Enterprise Custody Program is a global undertaking to transform legacy platforms of both entities (RBC and Dexia), and consolidate them under one new integrated environment for better alignment with RBC s mission critical business. Following RBC s Large Program Management Framework (LPgMF), and RBC Dexia s Project Management Framework (PMF) best practices. Provide update to the PMO lead (in the UK) to fully understand the progress, any barriers to the Program s delivery. Works with PMs encourage the use of the RBC Large Program Management Framework (LPgMF) and RBC Dexia s Project Management Framework (PMF) Guidelines. Provide guidance to PM s/pco s on creating and monitoring detailed project schedules for the project. Manage the integrated Program-level schedule. Provide project planning and project management tool guidance to PM s/pgm s. Review Program Level Status Report with Sponsor and identify program progress variance and areas of concerns, and escalate as necessary. Provide ongoing guidance to PCOs to create and monitor detailed project schedules. Create and implement processes and templates to improve the efficiencies of the Program. Provide appropriate guidance and training to PM's/PCO's on LPgMF gaps. Aid in the on-boarding process of new team members. Act on behalf of the Project Manager(s) on the following: o Maintenance of the Sub-Project schedule(s) to reflect the latest status o Ensure time tracking entries are entered on a timely basis o Approve all time submissions o Program Control o Microsoft Office (MS Project 2010, Word, Excel, PowerPoint, SharePoint, Visio) Project Manager - Canada Pension Plan Investment Board (Contract) Aug 2011 Feb 2012 COTS Implement Business Projects (COGNOS TM1 software and BI, JIRA, and Intranet SharePoint development), Budget approx. $2M. Preparing integrated project work plan, Change Control, and Version Control processes. Monitoring and guiding implementation, preparing project reports and initiating corrective action as needed. Developing program documentation e.g. governance, schedule, budget, issues/risks logs, etc. in consultation with supporting structures as needed. Promote project compliance with CPPIB s policies, and standards, including privacy, and security. Develop and Manage the program s Budget. 3 P a g e
Prepare the weekly (Sponsor) and monthly (Steering Committee) program status reports. Submitting bi-weekly reports as per funding agreement and ensuring deliverables and timelines identified are met. Establishing tracking process to monitor approved implementation plans, deliverables, timelines, issues/risks, and schedule variances including external vendors. Coordinating with QA to ensure quality improvement methodologies are used in the development of action plan. Direct development of test plans/scripts; coordinate completion of testing (using JIRA). Advising on resource allocation Working collaboratively with teams to establish a Project evaluation and performance measurement framework to support consistent evaluation. Project Manager - Xplorenet Communication Inc (Contract) Feb 2011 Aug 2011 COTS Implementation of Hosted software: Salesforce CRM (SaaS), Billing (Zuora-web based), Mass e-mail (SilverPop), Collection (Akritiv-web based) systems, and Data Migration (Informatica) from legacy system, Budget approx. $5M. Successfully manage multiple projects and Vendor s activities simultaneously. Accountable for the successful implementation of COTS/ CRM, Billing, Mass email, and Collection systems within business constraints. Managed all stages of the projects; Planning, Execution, Control and Close, financial management and controls, and resource planning and acquisition. Manage configuration management, risks, issues, costs, change and quality plans. Manage regular communications with active team and business stakeholders. Prepare detailed status report, action, decision, risk and issues logs on each project for present to Management and Stakeholders Manage all phases of the project execution, including data migration using Informatica tool. Manage and understand release and deployment management implications to the projects. Project Manager /Program FA - Loblaw s (Contract) Dec 2009 Feb 2011 Infrastructure technical transformation project to upgrade/implement DW/BI servers, upgrade and update SAP and Data Migration. Manage the efforts of various functional groups to ensure that the ETL process (using Informatica) is completed error free. Manage ongoing interaction with the customer s project team to build and manage solid relationships and investigate, escalate and ensure that all project issues are effectively resolved Apply and mentor others on the use of corporate standard project management tools and methodologies. Respond effectively to customer inquiries and requests, and seek opportunities to increase customer satisfaction Effectively manage customer expectations and resolve any issues. Facilitating the identification of project risk, and develop response plan. Working with business partners to develop the deliverables/milestones. Facilitating resource planning (both staff and technology) to support the delivery of multiple projects in the Portfolio. 4 P a g e
Promote the use of effective Change Control techniques to manage adjustments to documented requirements. Project Manager - Direct Energy (Contract) Apr 2008 Nov 2009 Projects to build-out new office spaces, and decommission existing spaces as required. Create, update and manage project schedules with new and changed work packages and tasks/assignments received from Client. Manage all aspects of project delivery including defining project scope, specifying deliverables, estimating project duration, effort and cost, managing project budget, creating detailed project plans and managing change requests. Manage regular communications with active team and business stakeholders to ensure necessary and appropriate steps are taken to resolve issues, which may impede progress or compromise achievement of project s objectives. Timely preparation of project documentation: Project plans, Schedules, Risk Assessment plans, Governance, Change Requests, Resource Requests, etc. Lead multi-disciplinary project teams through all phases of the project life cycle, providing direction, and motivation. Expedites reviews and approves contractor s schedules, to ensure availability, and incorporate into Master Schedule. Monitor, reconcile and process vendor expenses and other invoices ensuring tracking and measurement to budget and schedule, coordinating the preparation of latest estimates for financial reporting. Program Control Manager -Toronto Hydro (Contract) Apr 2007 - Apr 2008 Legislated Program to replace existing Electric Meters in homes and businesses, with newer technology meters capable of measuring electricity usage based on time-of-use. It included developing the infrastructure such as data stores, and billing systems to accommodate the changes, Budget $60+M. Ensure the project plan, scope, work breakdown structure, schedule, risk, budget, and deliverables are in alignment with the program s goals and objectives Lead the creation/modification of Work `Breakdown Structures (WBS), and prepares cost estimate (including resource loading) for WBS elements Work with the PMO Team to define and update standards and processes and contribute to continuous improvements within the team. Provide clear definition of the objectives of Project Controls within the organization and in the interfaces with stakeholders. Implement established policies, techniques, processes, procedures and tools best suited to the specific assignment within the Cost Management, Progress Measurement, Planning & Scheduling functional teams. Provide advice and guidance to business partners as required regarding best practices in project management. Developed the program s multi-year budget and forecasting models to manage and allocate budget for several projects, bi-monthly and monthly financial reporting, and forecasting. 5 P a g e
o Microsoft Office (MS Project 2003, Word, Excel, PowerPoint, SharePoint, Visio) Program Analyst Aviva Insurance (Contract) Feb 2007 - Apr 2007 Provide financial analysis for the PMO on multiple projects, with a primary responsibility to develop the projects budgeting, forecasting and reporting models. Provided assistance with business case development, including high-level cost estimates and detailed cost-benefit analyses for project selection. Provided guidance to PMs on cost control, cost accruals, and variance analyses. Recommended process improvements to the corporate project cost control procedures. Generated KPI reports with assessments on financial variances, set-up new projects, and collaborated to develop the projects schedules. Project Lead Analyst - Township of Cavan-Millbrook (Contract) Jun 2006 - Jan 2007 Database migration project to migrate business functions from an aging environment onto a new MS Data Warehouse platform. Assisted with the data conversion from MAI to Keystone Software, including modules for accounting, Tax Roll, Payroll. Developed data migration mapping, and data flow diagram for the accounting, Payroll, and the Tax Roll. Develop acceptance criteria and conducted UAT for a new purchase order system. Lead a project team and work with external vendor, business stakeholders and other IT teams to execute all phases of the project Resolved a backlog of bank reconciliations and accounts payable possessing. Project Control & Business Analyst - Hospitals of Ont. Pension Plan (Contract) Aug 2002 - May 2006 Complex Program to upgrade and enhance the Pension Plan s ERP systems, which included the installation of modular hardware and software (PeopleSoft) packages that provides payroll, accounting, HR, and CRM functions. Prepared and presented weekly and monthly Project Status Report along with the project s financial report, and follow-up with PMs to prepare the comprehensive variance analyses... Worked with stakeholders, and project team to refine Scope and Requirements. Analyzed and mapped current processes and worked with business, technical teams and functional areas to determine and map future processes. Developed and managed the project schedule using MS Project. Managed the project budgets, financial records and cost controls, and provided monthly status reports including earned valued analyses. o Microsoft Office (MS Project 2003, Word, Excel, Visio) ACCOUNTING MANAGER 2000-2002 Nursing Homes Pension Plan, Markham, On Oversaw the full spectrum of accounting and financial reporting including Accounts Payable/Receivable, Fund Transfers & Deposits for the Pension Plan s payroll, Members contributions, Government Remittances, Financial Statement Preparation, and Monthly Financial Reporting. Contributed to the implementation of continuous improvement processes, and prepared the quarterly and annual audit working papers. 6 P a g e
EDUCATION & PROFESSIONAL AFFILIATIONS MB2-867: Microsoft Dynamics CRM Installation and Deployment IN PROGRESS PMI-RMP designation, PMI Certified, Agile Project Manager (Cert. APM), PMAC PMP designation, PMI BUSINESS ANALYST CERTIFICATE, University of Toronto (PDC), Ontario BA, Economics, York University, Ontario BUSINESS ADMINISTRATION DIPLOMA, Accounting & Financial Management, Centennial College Professional Member, Project Management Institute 7 P a g e