Treasury Consultant, Vancouver, BC, (2007-2008) Independent consultant providing treasury management consulting services, specifically related to the implementation and use of information technology, to corporate treasury organizations.
Thomson Financial / Selkirk Financial Technologies, Vancouver, BC, (1998 - 2007) Vice President, Products (Feb 2005 – Apr 2007) Developed five year strategic product roadmap for corporate treasury products and managed implementation of 8-quarter product plans. Reported to Senior Vice President, Corporate Treasury Services.
• Launched innovative web-based treasury management solution achieving over 50 new clients within first year and 125 new clients within two years.
• Defined retirement plan for legacy client server product over three year period to maximize client retention.
• Presented at industry conferences and published articles related to treasury and treasury technology.
Vice President, Corporate Programs, (Jun 2003 – Feb 2005) Managed internal business operations, including IT, MIS, contracting, insurance, accounting, financial reporting, and office administration. Reported to Chief Financial Officer.
Vice President, Professional Services, (Sep 2000 – Jun 2002) Managed team of twenty staff across all client related services, including support, implementation consulting, training and client care. Managed implementation of enterprise wide CRM with million dollar project completed under budget and within six months. Reported to President and Chief Executive Officer / Chief Operating Officer.
Director, Client Services,(Mar 1999 – Sep 2000) Established and managed dedicated team of business analysts to support radidly growing client base. Reported to President and Chief Executive Officer.