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bharti mansukhani

@bhartimansukhani

Message

I lead technology portfolios, governance, and modernization programs across banking and capital markets.

Canada

Message

At CIBC Capital Markets Technology, I govern 30+ concurrent programs and $40M+ in annual portfolio spend across strategy, funding, FX payments, regulatory delivery, and modernization. I lead executive governance, resolve cross-team dependencies, and provide clear visibility into portfolio health, capacity, risk, and delivery trade-offs.

I've built PMO standards and led transformation programs at Marsh & McLennan, Bank of Montreal, and First American Bank, backed by an early career designing Oracle database solutions at JP Morgan Chase. I use Microsoft Copilot, JIRA, Confluence, Power BI, and disciplined RAID and financial governance to improve delivery transparency, reporting speed, and operational outcomes.

Experience

Work history, roles, and key accomplishments

Current

Sr. Manager — Portfolio & Program Management

Current

CIBC Capital Markets Technology

May 2022 - Present (4 years 4 months)

Senior Technical Program and Portfolio Management leader within CIBC's Capital Markets Technology group, governing $40M+ annual portfolio spend and 30+ concurrent programs. Serves as central point of contact and senior escalation authority for business management and cross-organizational program issues.

Portfolio Management Program Management RAID Financial Control Capacity Planning Executive Reporting Jira Confluence Microsoft Copilot Swift FRTB Regulatory Compliance Payments Modernization API Modernization Steering Governance

Associate Vice President, Program Delivery

Marsh & McLennan

Jul 2018 - May 2022 (3 years 10 months)

Directed strategic technology and transformation programs across Canadian business units, managing portfolio financial oversight, stakeholder alignment, and delivery execution across concurrent multi-workstream programs with full budget and executive accountability.

Portfolio Governance Financial Control KPI Dashboards RAID Management OSFI Guidelines Salesforce Service Cloud Qlikview Anaplan PMO Standards Vendor Management UAT Executive Reporting

Project Manager — Capital Markets & Data Governance

Virtusa Consulting / Bank of Montreal

Sep 2015 - Jun 2018 (2 years 9 months)

Embedded at Bank of Montreal as SPOC for the Corporate and Commercial Lending engagement, managing strategic data governance and technology delivery programs using agile and hybrid frameworks with full stakeholder and financial planning accountability.

Enterprise Data Governance PMO governance Executive Dashboards Financial Planning SOW Governance Agile Hybrid Frameworks Stakeholder Management

Project Lead — Digital Banking Technology

First American Bank

Jun 2012 - Aug 2015 (3 years 2 months)

Managed concurrent digital banking platform programs, coordinating cross-functional delivery teams, leading UAT governance, tracking defects, and managing formal stakeholder sign-off across multiple simultaneous workstreams.

Digital Banking Platforms System Testing QA UAT Cross functional Coordination Stakeholder Sign off

Database Developer

JP Morgan Chase

Jan 2006 - Dec 2012 (6 years 11 months)

Designed Oracle database solutions for enterprise financial systems, building technical grounding in Capital Markets architecture that informs effective delivery engagement with engineering, data, and risk technology stakeholders.

Oracle Database Design Financial Systems Capital Markets