Mo Bhamra

Provided senior project and program management consulting services, leading multiple high-budget initiatives in the financial sector including mergers and acquisitions, regulatory compliance, and technology transformations.

Led the implementation of Deloitte InsurCloud (Guidewire Cloud) from legacy systems, including data transformation and retention, and managed IBC regulatory reporting with Hubio Vendor.

Implemented two major Supplier-API Digital CRM systems, managing full SDLC and change management to enable seamless customer/supplier interactions.

Managed the integration of Scalar Services into CDW, creating enterprise-wide project plans and integrating CRMs, Salesforce, and other systems.

Led the integration of Scalar Services into CDW, creating enterprise-wide project plans for Professional and Managed Services, and integrating CRMs including Salesforce and Guidewire.

Implemented the initial phase of Small Business Commercial Insurance application on Salesforce using agile methodology, providing an automated digital layer.

Implemented several major initiatives in Capital Markets Technology including Volcker reporting, eDR, and regulatory reporting, working in a hybrid agile/waterfall environment.

Supported the demutualization of Economical Insurance into a public company, overseeing a portfolio of over 200 initiatives and creating enterprise-wide project plans.

Implemented a new block of Auto-Finance loan business and led the replacement of CIBC Trade Finance application with Trade360 CRM, managing full SDLC and vendor management.

Implemented a new block of Auto-Finance loan business and led the replacement of CIBC Trade Finance application with Trade360 CRM, including back-office operations and data transformation.

Implemented a Digital FATCA reporting system for Wealth and Insurance, managing full SDLC and regulatory reporting for CRA/IRS.

Managed portfolio for all risk functions including Credit, Market, Insurance, and Operational Risk, and completed OSFI and Regulatory Affairs work packages.

Managed business requirements for a major initiative to streamline lines of business and back-office systems, improving customer focus and cross-sell opportunities.

Implemented FATCA Phase 1 for TD Lines of Business and Technology, managing business and data requirements and helping implement the enterprise application system.

Implemented monitoring and tracking of security imperfections for Secured Lending CRM, managing business requirements and process flows for a summer 2013 Go-Live.

Defined the overall strategy for Canadian Banking division for FATCA implementation, documenting business requirements and change management.

Worked on joint CCCP proposals with Alpha for OTC derivatives and Energy Trading, and built a business process map for TD Wealth and implemented reporting for TD Securities.

Completed conversion strategy documentation for Sygma Life to Ingenium Life conversion, managing requirements gathering and documentation.

Served as Business Objects consultant for troubleshooting requirements and data analysis for corporate loan reports, and completed new business report requirements.

Led a major Canadian and global project initiative to integrate and streamline Mortgage CRM and process, including underwriting, billing, and collections.

Implemented a Jacada web application for CSR updates and completed detailed business requirements for a data dictionary for a major nationwide project.

Worked on Power Station Systems Enhancements.

Worked on ERP - Pension Data Conversion – IT Audit & Reconciliation.

Worked on Life and Disability Systems Enhancement.

Successful implementation of Loan IQ and Crystal reports.

Led ERP System Conversion and Enterprise Reporting.

Doctor of Philosophy in Materials Science and Metallurgy from the University of Cambridge.

Project Management Professional (PMP) certification in good standing from the Project Management Institute.

Bachelor of Science with Honors in Chemistry from the University of Manchester.

Doctor of Philosophy in Materials Science and Metallurgy from the University of Cambridge.

Project Management Professional (PMP) certification in good standing from the Project Management Institute.

Bachelor of Science with Honors in Chemistry from the University of Manchester.