Senior Technology Officer · BMO Financial Group
Jul 2021 – Present
- Report to the Managing Director of Finance Technology; lead large-scale data integration across Finance and Credit Risk systems in North America, grounded in agile and design thinking.
- Manage full-time, contract, and offshore teams while partnering with Finance stakeholders to align technology strategy with business objectives.
- Drive data integration for cloud-based management reporting, planning, and forecasting; lead Credit Risk data initiatives, including master/reference data automation and the ACL-PCL reporting redesign.
- Oversee technology governance for applications across Financial Performance & Analytics and Risk reporting, with responsibility for cross-platform projects and a ~$20M annual budget.
Finance data and reporting modernization
Jul 2025 – Present
- Lead technology delivery for large-scale finance data and reporting modernization, moving a legacy ERP management reporting system to a Unified Data Lake and Data Hub in the cloud.
- Responsible for strategy, architecture, delivery governance, workforce planning, vendor management, and execution across data, reporting, analytics, and cloud platforms.
- Work closely with business and technology teams to modernize legacy processes, simplify data flows, improve reporting capabilities, and enable enterprise-scale analytics.
- Drive the adoption of AI-enabled delivery practices to improve productivity, accelerate project execution, and strengthen knowledge sharing across teams.
Regulatory reporting automation and planning platforms
Jan 2024 – Dec 2024
- Directed an automation program that streamlined regulatory and risk reporting, cutting significant manual operational effort.
- Led enterprise data integration delivery across financial planning, forecasting, workforce planning, and allocation platforms — establishing scalable integration patterns (cloud and on-prem), delivery roadmaps, and agile execution across technology and business teams.
- Led the modernization and retirement planning of a legacy finance planning & forecasting platform, coordinating upstream and downstream transitions to reduce operational risk, simplify the technology landscape, and unlock significant future cost savings.
Bank of the West integration
Jan 2023 – Dec 2023
- Led the Bank of the West Finance integration through planning and testing for Legal Day 1, coordinating Finance, Technology, and QA stakeholders.
- Prioritized ~20% of critical applications delivering ~80% of the value, with a risk-based cutover and conversion strategy across source systems.
- Executed conversion readiness and cutover — completing Mocks and Conversion Day 1 (CD1), finalizing the conversion strategy across source systems, and remediating upstream data-quality issues before cutover.
- Streamlined IFRS 9 outputs into Finance Capital and Credit Risk reporting, and delivered efficiency gains through the ACL/PCL data automation program.