Fincentric Corporation
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Fincentric Corporation Employees
Inland Bank and Trust December 2008 - Present
DePaul University April 2014 - Present
Clifton Gunderson August 2007 - September 2008
Grant Thornton July 2005 - April 2007
Fidelity National Information Services October 2003 - June 2005
Fincentric Corporation 2000 - 2003
First Chicago NBD / Bank One 1985 - 2000
USAmeribancs 1979 - 1985
McGladrey January 1976 - October 1979
Skills
Risk Management, Banking, Internal Audit, Risk Assessment, Internal Controls, Financial Risk, Business Process, Mergers & Acquisitions, Management, Leadership, Outsourcing, Auditing, Financial Services, Executive Management, Financial Analysis, Sarbanes-Oxley Act
Education
DePaul University 1982 — 1987
MS, Information Technology
Bradley University 1975 — 1978
BS, Accounting
Drake University 1974 — 1975
Zag Bank June 2014 - Present
CFF Bank June 2011 - June 2014
ResMor Trust Company January 2010 - June 2011
Open Solutions Inc January 2007 - December 2009
Fincentric Corporation August 2006 - December 2006
Scope International October 2002 - May 2006
Maybank May 1995 - September 2002
Skills
Business Analysis, Software Documentation, Project Management, Requirements Gathering, Testing, Business Requirements, SDLC, Requirements Analysis, User Acceptance Testing, Visio, Banking, PMO, Software Project..., Business Process..., Vendor Management, Project Portfolio..., Business Process, Business Intelligence, Systems Analysis, Risk Management, Business Development
Education
Project Management Institute 2009 — 2010
PMP, Project Management
2004 — 2006
MSc, Management
Metro Vancouver (formally GVRD) March 2015 - Present
Sequoia Pacific Business Consulting February 2015 - Present
Simon Fraser University September 2011 - March 2015
Sierra Systems September 1998 - August 2011
Sierra Systems September 1999 - 2001
ProLogic, Inc. September 1996 - September 1998
Fincentric Corporation 1996 - 1998
Skills
Business Analysis, SDLC, Requirements Gathering, Software Project..., Requirements Analysis, Business Process, Business Process..., Systems Analysis, Visio, PMO, Business Requirements, Business Process Design, SharePoint, PMP, User Acceptance Testing, Integration
Education
British Columbia Institute of Technology 1994 — 1996
Diploma of Technology Computer Systems
Northern Alberta Institute of Technology 1984 — 1986
Diploma in Business Administration
Ritchie Bros. Auctioneers November 2014 - Present
Taymor Industries January 2012 - October 2014
Taymor Industries November 2004 - December 2011
Fincentric Corporation November 1999 - November 2004
Skills
Financial Reporting, Forecasting, Accounting, Financial Analysis, Budgets, Process Improvement, GAAP, Microsoft Excel, Variance Analysis, Internal Controls, Staff Development, Team Building
Education
CGA BC 1994 — 2000
Simon Fraser University 1989 — 1994
Bachelor of Business Administration (BBA), Accounting
Dassault Systemes April 2008 - Present
Expedia CruiseShipCenters July 2007 - April 2008
BlueRealm Solutions, Inc. November 2006 - July 2007
Fincentric Corporation July 2000 - October 2006
Skills
Documentation, Software Documentation, Technical Documentation, MadCap Flare, Agile Methodologies, RoboHelp, Technical Writing, Online Help, Software Development, SnagIt, Technical Communication, Visio, SharePoint, Requirements Gathering, XML, Single Sourcing, Release Notes
Education
Simon Fraser University 2001 — 2003
Certificate, Technical Communication
British Columbia Institute of Technology 1998 — 2000
Diploma, Computer Systems Technology
The University of British Columbia 1994 — 1998
BA, Sociology
TELUS April 2012 - Present
American Express Bank February 2010 - 2012
Huawei 2006 - 2009
Geong Business Networks 2004 - 2006
Fincentric Corporation 2000 - 2004
Skills
SDLC, User Acceptance Testing, Retail Banking, Core Banking, WCF, Software Development, Business Analysis, Business Intelligence, Business Requirements, SQL, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Software Project..., SOA, Visio, Requirements Gathering
Education
Beijing University of Post and Telecommunications 1987 — 1992
Bachelor's degree, Computer Science
WorkSafeBC April 2014 - Present
WorkSafeBC September 2009 - March 2014
WorkSafeBC December 2005 - August 2009
WorkSafeBC June 2003 - November 2005
Sole Proprietorship April 2002 - May 2003
Fincentric Corporation June 2001 - April 2002
BCIT May 2001 - July 2001
eduverse.com September 2000 - July 2001
eduverse.com April 1999 - September 2000
The University of British Columbia September 1997 - April 1999
Skills
Building Relationships, Project Management, Training Facilitation, Instructional Design, Leadership, Strategic Planning, Change Management, Business Process, Employee Engagement, E-Learning, Program Management, Leadership Development, Staff Development, Team Building, Team Leadership, Coaching, Training, Management, Policy, Performance Management, Workshop Facilitation, Employee Training, Organizational..., Training Delivery, Conflict Resolution
Education
Sauder School of Business, UBC 2011 — 2014
Strategic Leadership Certificate
The University of British Columbia / UBC 1997 — 2001
Master of Arts (M.A.), Education
Irkutsk State Pedagogical University 1987 — 1992
Bachelor of Education (BEd), Honours, Linguistics; Language Education
Tero Consulting April 2011 - Present
Fiserv June 2007 - February 2011
Fincentric Corporation March 2000 - June 2007
Bank of America January 1985 - March 2000
Skills
Enterprise Software, Solution Selling, Product Management, Integration, New Business Development, SaaS, Account Management, Cloud Computing, Business Analysis, Business Development, Business Intelligence, CRM, Sales, Sales Process, Salesforce.com, Professional Services, Lead Generation, Product Marketing, Requirements Analysis, Team Leadership
Education
The University of British Columbia / UBC
First West Credit Union April 2011 - Present
InUnison Techology Services February 2010 - December 2010
OPEN SOLUTIONS CANADA May 2007 - December 2009
Fincentric Corporation November 2005 - May 2007
Fincentric Corporation January 2001 - October 2005
Bank of Montreal May 2000 - January 2001
Bank of Montreal November 1996 - May 2000
Skills
Requirements Gathering, Business Requirements, Business Analysis, Program Management, Agile Methodologies, Microsoft SQL Server, Testing
Education
Open Solutions University
Business Analyst Methodologies Course
Fincentric Corporation
Wealthview Banking DESIGNER for Business Analysts
British Columbia Institute of Technology
Introduction to C# and OO Programming
National Quality Institute
Quest for Quality Certification - Level I
BMO's Institute for Learning
Intermediate Consumer Credit
Canadian Securities Institute
Diploma, Canadian Securities Course
Institute of Canadian Bankers
Branch Compliance Officer's Course
Institute of Canadian Bankers
Diploma, Investment Funds in Canada
Capilano University 1992 — 1994
General Science Diploma, Physics, Mathematics, Chemistry
Argyle Secondary School 1984 — 1989
Lasso Data Systems 2006 - Present
Scottworks Solution Inc. 2003 - 2005
EXL Information Services 2000 - 2003
EXL Information 1999 - 2001
Fincentric Corporation 1996 - 1999
Prologic, Inc. 1996 - 1999
Skills
Marketing Strategy, SaaS, CRM, Email Marketing, Lead Generation, Salesforce.com, Online Advertising, Marketing, New Business Development, Strategic Planning, Agile Methodologies, Digital Marketing, Project Management, Integration, Social Media Marketing, Social Media
Education
Langara College 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Management
TekBusters July 2009 - Present
Arventek Consulting January 2008 - Present
Free Geek Vancouver October 2008 - April 2009
Fincentric Corporation January 2001 - May 2007
Fincentric Corporation January 1999 - January 2001
Fincentric Corporation (formerly Prologic Corp.) January 1992 - January 1999
Mitel May 1990 - August 1991
Skills
Visual Studio, SharePoint, Visual Intercept, Tested, Visual Basic, Microsoft SQL Server, Microsoft Office, Visio, Unix, Agile Methodologies, Software Documentation, Windows, Business Analysis, Requirements Analysis, Technical Support, Servers, Quality Assurance, Software Project..., CRM
Education
Justice Institute of BC 2007 — 2008
Foundations of Effective Management Certificate
Algonquin College of Applied Arts and Technology 1987 — 1990
Diploma, Computer Engineering Technology
Tutor Doctor of the North Shore January 2010 - Present
Land Title and Survey Authority of BC 2007 - 2009
Fincentric Corporation 2006 - 2007
Vancity/Inventure Solutions 2001 - 2006
Education
Simon Fraser University 1999 — 2001
MBA
University of Birmingham 1972 — 1975
B Sc (HONS), Mathematics and Computer Science
Kinder Morgan Canada November 2014 - Present
Kinder Morgan Canada September 2010 - Present
Vancouver Coastal Health 2003 - 2007
Fincentric Corporation February 2000 - October 2001
Royal Bank of Canada June 1999 - December 1999
Royal Bank of Canada May 1998 - May 1999
Ontario Hydro Technologies 1995 - 1997
Skills
Event Planning, Marketing Communications
Education
Simon Fraser University 2004 — 2007
Bachelor of General Studies, Business and Liberal Arts
Simon Fraser University 2000 — 2002
Certificate, General Management
Humber College 1994 — 1997
Diploma, Public Relations Management
Christene Best Consulting February 2014 - Present
Beanworks Solutions Inc. April 2014 - February 2015
Klein Systems Group January 2011 - January 2014
1-800-GOT-JUNK? January 2009 - October 2009
Hcareers July 2007 - September 2008
Fincentric Corporation November 2001 - October 2006
Xerox Canada January 1999 - January 2001
Skills
Strategy, Leadership, Management, Cross-functional Team..., Enterprise Software, Sales Management, Sales Process, Sales Operations, New Business Development, Sales, Direct Sales, Team Building, Business Strategy, B2B, Business Development, Change Management, Customer Service, Strategic Planning, Direct Marketing, Online Advertising, Marketing, Solution Selling, Executive Management, Quality Assurance, Team Leadership, Account Management
Education
Queen's University 1980 — 1982
MBA, Finance
American Community School, London, UK
Absolute Software January 2011 - Present
Absolute Software December 2006 - January 2011
Absolute Software December 2004 - December 2006
Fincentric Corporation May 2001 - May 2003
Infowave January 1998 - May 2000
Skills
Lead Generation, Demand Generation, SaaS, Marketing Operations, Email Marketing, Channel, Marketing Communications, Product Marketing, Marketing Strategy, Sales Enablement, Multi-channel Marketing, Business Development, Direct Marketing, B2B, Enterprise Software, Online Advertising, Integrated Marketing, Marketing Management, Start-ups
Education
British Columbia Institute of Technology 2000 — 2001
Certificate, Marketing Communications
Advanced Management Institute 1998 — 1998
Certificate, Leadership & Management
The University of Western Ontario 1993 — 1997
B.A., Industrial Psychology
Seycove Secondary School 1984 — 1988
Volatile Analysis Corporation April 2008 - Present
Cocoon Resources 2004 - Present
Zaen Energy Corporation March 2009 - Present
AdeptMedia Corporation September 2005 - March 2008
Fincentric Corporation 2001 - 2003
Good2cu, Venture Capital backed start-up 1999 - 2000
Project Execs Inc. 1991 - 1999
EDS Corporation 1988 - 1991
American Federal Savings FCU 1986 - 1987
Shea Clinic 1984 - 1986
Skills
Start-ups, Start-up Consulting, Bootstrapping, Business Development, Business Strategy, Leadership, Mergers & Acquisitions, Product Development, Management, Turn Around Management, Financial Services, Executive Management, Valuation, Analysis, P&L Management, Accounting, Venture Capital, Entrepreneurship, Finance, Team Leadership, Sustainability, Mergers, Nonprofits, Biotechnology, Small Business, Strategic Partnerships, Private Equity, New Business Development, Leadership Development, Product Marketing, International Sales, Team Building, Strategic Planning, Portfolio Management, Competitive Analysis, Energy, Lifesciences, Due Diligence, Marketing, Strategy, Marketing Strategy, Corporate Development, Program Management, Product Launch, Business Planning, Contract Negotiation, Management Consulting, Technology Integration, International Business, Product Management
Education
Carson-Newman University 1994 — 1996
BS, Business Admin
Johnson High School 1975 — 1979
HS
TriNovus, LLC August 2009 - March 2012
Metavante 2004 - 2009
Fincentric Corporation 2002 - 2003
Fiserv 1997 - 2001
Skills
Banking, Core Banking, Internet Banking, Financial Services, Solution Selling, Sales, Business Development, Business Intelligence, Management, Payments, Sales Operations, Financial Risk, Vendor Management, Product Management, Salesforce.com, Relationship Management, Executive Management, Risk Management, CRM, Debit Cards, SaaS, Electronic Payments, Enterprise Software, Forecasting, Business Analysis, Selling, ACH, Account Management, Strategic Partnerships, Credit Cards
Education
University of Nebraska-Lincoln 1985 — 1987
Finance
Peru State College 1983 — 1985
Marketing
Black and McDonald March 2008 - Present
Fincentric Corporation March 1998 - May 2007
CDI College 1991 - 1998
Education
Kwantlen Polytechnic University 2013 — 2019
Bachelor of Business Administration in Human Resource Management
Kwantlen University College 2005 — 2012
Diploma, BA
Justice Institute of BC 2006 — 2009
Foundations of Effective Management and Leadership Certificate
Independent Consultant January 2010 - Present
Indenpendent Consultant November 2011 - May 2014
Open Solutions May 2007 - December 2009
Fincentric Corporation 2005 - 2007
Fincentric Corporation 1997 - 2005
Prologic Corporation 1993 - 1997
GEAC/CGI/CDSL 1986 - 1993
Canada Permanent Trust 1979 - 1985
Skills
Requirements Gathering, Business Analysis, Quality Assurance, Product Management, Project Management
Education
British Columbia Institute of Technology 1984 — 1989
Business
Justice Institute of British Columbia
Fiserv January 2012 - Present
CashEdge, now part of Fiserv March 2003 - Present
Fincentric Corporation January 2002 - March 2003
P&H Solutions (now ACI Worldwide) February 1995 - September 2001
Skills
SaaS, Enterprise Software, Product Management, Salesforce.com, Strategic Partnerships, Cloud Computing, Account Management, Professional Services, Business Development, CRM, Product Marketing, New Business Development, Start-ups, Financial Services, Vendor Management, Sales Process, Go-to-market Strategy, E-commerce, Sales Management, Cross-functional Team..., Product Development, Strategy, Solution Selling, Sales, Direct Sales, Business Intelligence
Education
Babson College 1989 — 1993
BS- Marketing
Pierson High School 1985 — 1989
Central 1 Credit Union April 2011 - Present
Fiserv 2010 - 2010
Open Solutions January 2000 - June 2006
Fincentric Corporation January 2000 - June 2005
Richmond Savings Credit Union January 1998 - January 2000
BMO January 1990 - January 1998
Skills
Requirements Analysis, User Acceptance Testing, System Testing, Test Planning, Test Management, Software Quality..., Business Requirements, Business Analysis, Requirements Gathering, SDLC, Software Project..., Software Documentation, Business Intelligence, SQL, Business Process..., Visio, Project Management, Analysis, Integration, Change Management, SharePoint, Team Leadership, Microsoft SQL Server, Vendor Management, Agile Methodologies, Process Improvement, Quality Assurance
Education
BCIT
CU Training Inc. December 2009 - Present
Serebra Learning Corporation March 2009 - December 2009
IFD Corporation January 2004 - November 2008
TELUS July 2003 - August 2004
Maximizer Software, Inc. May 2002 - March 2004
HRD Technologies July 2001 - January 2002
Tri-Link Technologies November 2000 - July 2001
Fincentric Corporation November 1988 - January 1999
Education
Simon Fraser University 1985 — 1988
Business Adminstration, Marketing and Computing Science
Northern Alberta Institute of Technology
Computing, Computing
Microsoft August 2011 - Present
Microsoft November 2006 - August 2011
Fincentric Corporation January 2000 - September 2006
Toronto Dominion Bank October 1992 - December 1999
IBM UK 1991 - 1992
Skills
Program Management, Service Delivery, Requirements Gathering, Business Analysis, Project Management, ITIL, Cloud Computing, Enterprise Software, SDLC, CRM, Requirements Analysis, Vendor Management, Professional Services, Management, Account Management, SaaS
Education
The University of Calgary 1991 — 1995
BA
Central 1 Credit Union May 2015 - Present
Central 1 Credit Union June 2014 - Present
Central1 March 2006 - June 2014
Fincentric Corporation March 2001 - March 2006
Citizens Bank 1998 - 2001
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Business Requirements, Software Project..., User Acceptance Testing, Banking, Project Management, Financial Services, Software Documentation, Microsoft SQL Server, ITIL, Management, Project Portfolio..., Business Process..., Vendor Management
Education
APMG-International 2013 — 2014
PRINCE2 Practitioner, Project Management
Simon Fraser University 1994 — 1998
BA, Economics
Freelance July 2009 - Present
Rockstar Games January 2008 - July 2009
Electronic Arts January 2007 - January 2008
Fincentric Corporation May 2001 - April 2003
Fincentric Corporation April 2000 - April 2001
Syscom Consulting May 1999 - April 2000
Education
AI Burnaby-Vancouver 2003 — 2003
Electronic Game Art and Design
Simon Fraser University 1992 — 1998
BA, Psychology
SonoFX June 2010 - September 2010
Vivonet Inc. January 2010 - March 2010
IntelliNet July 2009 - October 2009
KOIOS Systems August 2008 - June 2009
Open Solutions Canada May 2007 - June 2008
Fincentric Corporation July 2006 - May 2007
EASTBRIDGE Bank April 2005 - April 2006
Granit Bank August 1996 - April 2005
Skills
Integration, Virtualization, Unix, Business Analysis, Business Intelligence, Network Security, Security, Linux, Software Development, Troubleshooting, VMware, Operating Systems, Citrix, Software Documentation
Education
Moscow State Engineering Physics Institute (Technical University) 1984 — 1992
Bachelor of Science, Physics, Computer Engineering
Национальный Исследовательский Ядерный Университет «МИФИ» (бывший Московский Инженерно-Физический Институт) 1984 — 1992
Bachelor of Science Degree, Computer Engineering
Fiserv 2011 - Present
Open Solutions October 2007 - 2011
Open Solutions April 2007 - September 2007
Fincentric Corporation 2004 - 2007
Fincentric Corporation 2000 - 2004
Fincentric Corporation 1999 - 2000
Fincentric Corporation 1997 - 1999
Vancity 1996 - 1997
Vancity 1995 - 1996
Vancity 1994 - 1995
Skills
Product Management, Requirements Analysis, Software Documentation, Business Analysis, Banking, Business Intelligence, Quality Assurance, Sales Operations, Management, Strategy, Training, Sales, Vendor Management, Enterprise Software, Financial Services, Account Management
Education
Simon Fraser University 1988 — 1993
Bachelor of Business Administration, Finance and Policy Analysis
CGI October 2012 - Present
Open Solutions Canada Inc. April 2007 - September 2012
Fincentric Corporation May 1990 - April 2007
Fincentric Corporation 1990 - 2007
Skills
Business Analysis, Requirements Gathering, Business Requirements, Software Development, Analysis
Education
Crofton House School
The University of British Columbia
Mathematics, Geography
Rokstad Power Corporation January 2013 - Present
Computer Troubleshooters - Tricities 2010 - Present
Computer Troubleshooters - Coquitlam May 2006 - January 2013
Fincentric Corporation November 2005 - April 2006
Fincentric Corporation 2000 - 2005
Fincentric Corporation June 2002 - October 2004
Skills
Disaster Recovery, IT Service Management, Cloud Computing, Integration, Network Security, Security, Servers, Hardware, Managed Services, SaaS, Network Administration, Vendor Management, Computer Hardware, Troubleshooting, Project Management, IT Management, Team Building, Small Business, Microsoft SQL Server, SDLC
Education
Institute of Computer Science - Universit of Nairobi 1981 — 1982
Postgraduate Diploma, Computer Science
University of Nairobi 1977 — 1980
Bachelor of Science (B.Sc.), Mathematics and Statistics
WorkSafeBC March 2011 - Present
WorkSafeBC May 2006 - March 2011
AMEC April 2003 - May 2006
WorkSafeBC September 2002 - April 2003
Fincentric Corporation June 2001 - September 2002
Skills
Instructor-led Training, Needs Analysis, Instructional Design, Learning Management, Hands-on Training, Coaching, Leadership Development, Process Improvement, Technical Training, Workshop Facilitation
Education
The University of Calgary 1997 — 2000
M.Ed, Educational Technology
The University of Western Ontario 1993 — 1997
BA
Really Big Coloring Books, Inc February 2004 - Present
InteliData November 1999 - January 2004
Fincentric Corporation May 1998 - November 1999
FIS formally known as Metavante May 1992 - November 1998
Community Federal Saving and Loan 1988 - 1992
Skills
Salesforce.com, Strategic Partnerships, Marketing Strategy, Sales Management, New Business Development, Sales Process, Strategic Planning, Product Management, Business Development, Start-ups, Solution Selling, Sales, Product Marketing, Team Building, Marketing, Direct Sales, Selling, Strategy
Education
Webster University 1990 — 1992
Master of Arts (M.A.), Business Administration and Management, General
University of Missouri-Columbia 1984 — 1988
BSBA, Business
The University of British Columbia September 2015 - Present
Qtrade Financial Group May 2011 - September 2015
Central 1 Credit Union July 2008 - May 2011
Open Solutions 2007 - July 2008
Fincentric Corporation 2005 - 2007
Fincentric Corporation 2003 - 2005
Prologic Corporation February 2001 - 2003
Skills
User Acceptance Testing, Requirements Gathering, Business Requirements, Business Analysis, Software Documentation, ITIL, Agile Methodologies, Software Project..., Requirements Analysis, Visio, Quality Assurance, Microsoft SQL Server, Oracle, Vendor Management, Partner Management, Project Management, SDLC, Wealth Management, Service Delivery, SharePoint, Systems Analysis, Banking System..., Financial Services, Release Notes, Internet Banking, Software Deployment, Scrum, Process Improvement, Training, Budget Estimating, IT Strategy, Business Process, Project Portfolio..., Software Quality...
Education
The University of British Columbia 2014 — 2015
Certificate, Project Management
The University of British Columbia 2012 — 2013
Certificate, Program Management
The University of British Columbia 2010 — 2012
Certificate, Business Analysis
British Columbia Institute of Technology 2002 — 2003
Associate Certificate, Database Administration
British Columbia Institute of Technology 2001 — 2002
Associate Certificate, Programming
Information Technology Institute 2000 — 2001
Diploma, Applied Information Technology
Simon Fraser University
Bachelor of Arts, Communications, Sociology
Simon Fraser University
Certificate, Liberal Arts
Health Shared Services BC September 2014 - Present
ResponseTek August 2011 - August 2014
Nokia May 2011 - July 2011
McKesson Provider Technologies May 2007 - May 2011
Creation Technologies September 2006 - April 2007
Fincentric Corporation April 2005 - December 2005
Skills
Software Implementation, HL7, Requirements Analysis, Microsoft SQL Server, Business Analysis, SQL, SharePoint, Healthcare Information..., Visio, Software Documentation, EHR, Systems Analysis, Business Intelligence, Databases, Informatics, Software Project..., Technical Support, Process Improvement, EMR, System Deployment, Requirements Gathering, HIPAA, Digital Forensics, Log Management, SaaS, Supplier Management
Education
Simon Fraser University 2002 — 2007
BSc, Information Technology