Services & Expertise

Program Delivery for Regulated, High-Stakes Environments

Leading large-scale regulatory, risk, security and transformation programs across banking, financial services, government and technology organizations — including direct delivery at Google, Bank of Montreal and TD Bank.

Below is an overview of the engagements I take on as an independent contractor: where I add the most value, and the tools and disciplines I bring to each one.

What I Offer

Service Offerings

Program & Portfolio Delivery

Integrated program plans across concurrent workstreams — milestones, budgets, dependencies and risk — plus PMO build-out and portfolio governance for organizations managing competing priorities at scale.

PMO Design Budget Mgmt Dependency Mgmt

Regulatory, Risk & Compliance Programs

Delivery of insider risk, controls, audit-readiness and enterprise risk management programs within highly regulated Canadian financial institutions and public sector organizations.

Audit Readiness ERM Controls

Cybersecurity & AML Coordination

Coordinating cybersecurity, fraud and AML/financial crime initiatives — liaising with security review authorities, legal and compliance functions to keep delivery on track with regulatory posture.

Cybersecurity AML / Fraud Compliance

Cloud & Technology Transformation

Enterprise infrastructure and modernization programs across Google Cloud, AWS and Azure — including AI/ML, data analytics and platform delivery for large user populations.

Google Cloud AWS Azure

Governance & Executive Reporting

Design and facilitation of governance forums, steering committees and KPI dashboards that give senior leadership consistent, audit-ready visibility into program health and risk posture.

Steering Committees KPI Dashboards Exec Comms

Consulting & Advisory Engagement Management

Client-facing transformation programs, vendor management, RFP and pursuit support for organizations bringing in outside delivery leadership for a defined engagement.

Vendor Mgmt RFP / Pursuit Client Delivery
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Engagement Approach

How I Work

01 — DISCOVER

Gather Requirements

Meet with the team to find out what we're trying to build. Align on goals, constraints and stakeholder expectations before a single line is written.

02 — DEFINE

Document & Govern

Capture everything found and ensure every stakeholder agrees. Clear documentation and governance eliminate ambiguity and set the foundation for confident execution.

03 — DELIVER

Execute & Deliver

Build out timelines, budgets and resources. Drive accountability across teams and bring the program home on time, within scope, and audit-ready.

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Technical & Business Tools<

Tools & Technologies

PMP and ITIL certified, working fluently across the platforms that regulated, multi-workstream programs run on.

Microsoft Project Jira Confluence ServiceNow Salesforce Clarity Microsoft O365 SQL Tableau Power BI Google Cloud Platform AWS Azure PMP & ITIL
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Get in Touch

Have a Program That Needs Delivery Leadership?

I'm happy to talk through scope, timelines and fit before anything is formalized.

Schedule Time

Schedule a Meeting

— Book a Call —
Pick a time that works for you.

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