Functional Skills
Strategy Development
Organizational Design
Project Management
Data Governance
Strategic Planning
Data Analysis
Customer Relationship Management
Procurement
Budgeting
Business Intelligence
Systems Analysis
Revenue Growth
Internal Communications
Risk Management
Organizational Effectiveness
Software Skills
Microsoft Excel
Jira
Quickbooks
Certifications
CRMACertification in Risk Management Assurance
CIACertified Internal Auditor
Sector Experience
Business Services
Energy
Financial Services
Healthcare
Technology
Experience
CANADA DIRECTION INC. (risk
Corporate Strategy & Development
Risk and Governance Expert
2/2016 - Present
Key Clients - refer to section 'Contracts' on the following page
Strategy & Risk Intelligence Expert ⬥ Audit & Compliance Professional
Provided subject matter expertise encompassing strategy, change, enterprise risk management (ERM), audit, compliance, and process improvement to help a variety of private, public, and nonprofit organizations explore new opportunities and achieve business goals. Blended a client-centric approach with an out-of-the-box mindset in delivering tailored solutions yielding results that surpassed client expectations.
• Designed and implemented enterprise-wide policies, processes, and workflows to align with corporate risk methodologies, enhancing compliance and operational efficiency.
• Designed and deployed risk-based audit frameworks, reducing control gaps and enhancing operational resilience.
• Defined and incorporated ERM processes within organizations' cultures and long-term strategies, ensuring enterprise-wide adherence to risk, identification, assessment, and mitigation best practices, in alignment with corporate risk appetite and tolerance.
• Developed IT and non-IT policies, standards, and controls across divisions to align with enterprise risk management.
• Proficiency in critical risk/control frameworks, including COSO ERM, ITIL, ISO, COBIT, and NIST, which I have applied to assess and manage risk across multiple domains.
• Planned and orchestrated numerous audit reviews focused on process improvement and value for money, generating
Strategy & Risk Intelligence Expert ⬥ Audit & Compliance Professional
Provided subject matter expertise encompassing strategy, change, enterprise risk management (ERM), audit, compliance, and process improvement to help a variety of private, public, and nonprofit organizations explore new opportunities and achieve business goals. Blended a client-centric approach with an out-of-the-box mindset in delivering tailored solutions yielding results that surpassed client expectations.
• Designed and implemented enterprise-wide policies, processes, and workflows to align with corporate risk methodologies, enhancing compliance and operational efficiency.
• Designed and deployed risk-based audit frameworks, reducing control gaps and enhancing operational resilience.
• Defined and incorporated ERM processes within organizations' cultures and long-term strategies, ensuring enterprise-wide adherence to risk, identification, assessment, and mitigation best practices, in alignment with corporate risk appetite and tolerance.
• Developed IT and non-IT policies, standards, and controls across divisions to align with enterprise risk management.
• Proficiency in critical risk/control frameworks, including COSO ERM, ITIL, ISO, COBIT, and NIST, which I have applied to assess and manage risk across multiple domains.
• Planned and orchestrated numerous audit reviews focused on process improvement and value for money, generating
Royal Bank of Canada
Corporate Strategy & Development
Governance, Risk and Compliance Expert
12/2023 - Present
Corporate Security & Cyber Technology Office Governance, Risk & Compliance Expert
• Provided strategic challenge and oversight over enterprise-wide security risk and controls through several core capabilities. Lead 1b function, ensuring effective relationship with 2nd and 3rd LOD.
• Provided an independent opinion on RBC's security risk posture, analyzing KRIs to measure and monitor security risks and contribute to the maintenance of enterprise policies and standards governing corporate security management
• Identified opportunities and made enhancements to guidelines, playbooks and processes; and ensured they are in line with the enterprise policies and standards.
• Assessed third-party connections to mitigate potential risks associated with external vendors and partners.
• Performed assessment and created process, procedures, workflows to align with RBC methodologies
• Technical Knowledge and Frameworks: Used risk/control frameworks, including ITIL, ISO, COBIT, and NIST, which I have applied to assess and manage risk across multiple domains. I bring a strategic understanding of banking systems, procedures, and regulations, making me well-suited to identify and manage risk in alignment with portfolio business lines.
• Managed security, IT and non-financial risk management, with deep expertise in key areas such as security, third-party risk management, change management, and regulatory risk. I have successfully developed and deployed specific risk assessment tools with
• Provided strategic challenge and oversight over enterprise-wide security risk and controls through several core capabilities. Lead 1b function, ensuring effective relationship with 2nd and 3rd LOD.
• Provided an independent opinion on RBC's security risk posture, analyzing KRIs to measure and monitor security risks and contribute to the maintenance of enterprise policies and standards governing corporate security management
• Identified opportunities and made enhancements to guidelines, playbooks and processes; and ensured they are in line with the enterprise policies and standards.
• Assessed third-party connections to mitigate potential risks associated with external vendors and partners.
• Performed assessment and created process, procedures, workflows to align with RBC methodologies
• Technical Knowledge and Frameworks: Used risk/control frameworks, including ITIL, ISO, COBIT, and NIST, which I have applied to assess and manage risk across multiple domains. I bring a strategic understanding of banking systems, procedures, and regulations, making me well-suited to identify and manage risk in alignment with portfolio business lines.
• Managed security, IT and non-financial risk management, with deep expertise in key areas such as security, third-party risk management, change management, and regulatory risk. I have successfully developed and deployed specific risk assessment tools with
AUTISM ORGANIZATIONS - Surrey Place / Community Living North Halton / John McGivney Children's Centre
Finance
Governance, Risk & Finance Expert
8/2024 - 4/2025
• Conducted a comprehensive review and assessment of the organization's financial situation to evaluate its ability to deliver services sustainably and efficiently.
• Analyzed the organization's current financial position, including its capacity to effectively utilize existing staffing and financial resources.
• Designed and implemented a range of financial tools and frameworks, such as costing models to accurately determine the cost of delivering services based on available resources and revenue projection models to support strategic planning and decision-making.
• Identified risks and developed tailored client risk profiles to gain a comprehensive understanding of risks associated with the clientele.
• Analyzed the organization's current financial position, including its capacity to effectively utilize existing staffing and financial resources.
• Designed and implemented a range of financial tools and frameworks, such as costing models to accurately determine the cost of delivering services based on available resources and revenue projection models to support strategic planning and decision-making.
• Identified risks and developed tailored client risk profiles to gain a comprehensive understanding of risks associated with the clientele.
EMPOWERED KIDS ONTARIO (EKO) & multiple AUTISM SECTOR ORGANIZATIONS
Corporate Strategy & Development
Governance & Risk Management Expert
8/2019 - 8/2024
• Oversaw the governance and risk management segments of a capacity building project for autism services organizations, in response to significant repercussions related to the implementation of fundamental changes in the Ontario Autism Program.
• Worked with EKO on increasing the ability of Ontario autism service providers to participate in the new choice-driven market by identifying their needs and providing shared tools, training, and knowledge to boost their capacity.
• Developed content on how to respond effectively to rapid changes and innovation in risk intelligence: measuring risk intelligence, responding to competitive market pressures in financially sound ways, risk-based decision making, and recognizing opportunities in risk.
• Worked with EKO on increasing the ability of Ontario autism service providers to participate in the new choice-driven market by identifying their needs and providing shared tools, training, and knowledge to boost their capacity.
• Developed content on how to respond effectively to rapid changes and innovation in risk intelligence: measuring risk intelligence, responding to competitive market pressures in financially sound ways, risk-based decision making, and recognizing opportunities in risk.
THE SALVATION ARMY CANADA (TSA)⬥
Finance
Strategic Planning & Budgeting Expert
7/2022 - 10/2023
• Managed HR strategic planning, budgeting, and execution in alignment with TSA's goals, all while building trust-based relationships with leaders, managing project portfolios, and ensuring compliance with project management methodologies and budget processes.
• Implemented initiatives and managed finances associated with the development of HR annual business plans and budgets.
• Implemented initiatives and managed finances associated with the development of HR annual business plans and budgets.
Canadian Red Cross
Management Consulting
Risk Management Consultant
4/2018 - 11/2018
• Oversaw the implementation of an ERM and Planning Strategy and partnered with C-suite to develop a standardized planning process and IT system, ensuring consistent planning practices across the country while supporting quality and risk management.
• Enhanced organization-wide understanding of risk exposure specifically related to key organizational objectives, providing crucial information to inform decision making, develop targeted risk treatment strategies, and ultimately save resources.
• Developed risk reporting dashboards in IT systems for recipients including the Board, senior management, and operational management.
• Provided key input to guide the decisions of the Risk Committee, which oversees the risk management process and ensures alignment with organizational objectives. Provided training to CRC leaders on the strategic planning process and risk identification. ✔ Prepared and presented a compelling business case to the CFO and SLT and led an IT team in developing ERM and Strategic Planning System (SPS) solutions, database applications interconnected with other companies' apps and supporting strategic systems. Developed the business backbone structures and user requirements sheets for the seamless implementation of the new systems.
• Enhanced organization-wide understanding of risk exposure specifically related to key organizational objectives, providing crucial information to inform decision making, develop targeted risk treatment strategies, and ultimately save resources.
• Developed risk reporting dashboards in IT systems for recipients including the Board, senior management, and operational management.
• Provided key input to guide the decisions of the Risk Committee, which oversees the risk management process and ensures alignment with organizational objectives. Provided training to CRC leaders on the strategic planning process and risk identification. ✔ Prepared and presented a compelling business case to the CFO and SLT and led an IT team in developing ERM and Strategic Planning System (SPS) solutions, database applications interconnected with other companies' apps and supporting strategic systems. Developed the business backbone structures and user requirements sheets for the seamless implementation of the new systems.
ONTARIO GOVERNMENT, MINISTRY OF FINANCE / TREASURY BOARD SECRETARIAT
Other
Risk & Assurance Consultant
10/2001 - 2/2016
Audit Manager of Risk & Assurance Services, Risk & Assurance Consultant, Provided assurance, value for money, and risk management consulting services to Ontario government clients, adopting a results-driven and proactive approach to consistently achieve all deliverables within a challenging environment. Planned and oversaw complex enterprise-wide and ministry audit projects to formulate recommendations regarding control strategies, good governance, and sound business practices.
• Assessed Ministries' organizational effectiveness and risks and supported the creation of reorganization plans to improve processes.
• Led and reviewed major government programs for regulatory compliance, analyzed public funds spending to assess efficiency, and provided well-defined recommendations to enhance internal control and risk management while maximizing value for money.
• Spearheaded ERM related projects aimed at focusing the efforts of senior management and business units on top value creation and preservation objectives, generating insights on the state of retained risks to balance conflicting goals and drive long-term success.
• Devised a proactive, risk-based audit planning process aligned with the client's business needs, enhancing the existing audit mapping process by introducing logic models that helped evaluate the rationale behind programs and facilitated gap analysis.
• Developed a QA Program focused on key procurement directives for the Ministry of the Attorney General, in
• Assessed Ministries' organizational effectiveness and risks and supported the creation of reorganization plans to improve processes.
• Led and reviewed major government programs for regulatory compliance, analyzed public funds spending to assess efficiency, and provided well-defined recommendations to enhance internal control and risk management while maximizing value for money.
• Spearheaded ERM related projects aimed at focusing the efforts of senior management and business units on top value creation and preservation objectives, generating insights on the state of retained risks to balance conflicting goals and drive long-term success.
• Devised a proactive, risk-based audit planning process aligned with the client's business needs, enhancing the existing audit mapping process by introducing logic models that helped evaluate the rationale behind programs and facilitated gap analysis.
• Developed a QA Program focused on key procurement directives for the Ministry of the Attorney General, in