MikeMarshall_Resume_November2016

Michael B. Marshall, MBA 3011 Lakeshore Road, Burlington, Ontario, L7N 1A2

416-574-7368 [email protected]

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Michael B. Marshall Resume of 5

CAREER PROFILE A senior program and project management professional with twenty years of senior management experience on a variety of multi-disciplined, business and technology projects. Goal-oriented, energetic person with extensive experience leading and managing large, diverse project teams through periods of major change and transformation.

Extensive experience with internal and external client executive facing roles and has excellent, well developed skills in Program/Project Management, Finance/Business case development, Communications and Technology. Education includes a Master of Business Administration, a Master certificate in Project Management and a Bachelor Degree in Economics. SKILLS

Excellent Leadership, Communication and Presentation skills Excellent Project and Program Management skills Extensive experience working with internal and external client executives Solid Finance and Business Case development skills Adapts easily to new technologies and environments

Innovative, creative problem solving and analytic skills

Politically astute and tactful Effective team builder and team player Self-motivated, goal and results-oriented PROFESSIONAL EXPERIENCE Senior Program Management Consultant, INTRIA Items Inc., CIBC

March, 2013 - Present Overview Reporting directly to the President, I am leading third-party client transition initiatives for the enterprise Responsible for the day-to-day management and oversight of all third-party client transition programs, I am

leading a large, diverse, cross-functional internal team representing Operations, Technology, Human Resources, Finance, Legal, Procurement, Product Management, and Client Relations through the execution of new and existing client transitions to INTRIA’s new processing platforms and services

Internal and client executive facing role, with extensive experience managing complex contract, invoice,

technology and operational issues Extensive involvement in formal RFP responses and pre-sales support processes Led the development of standardized, repeatable and scalable client transition processes and methodologies for

the enterprise, including governance, communications, change management, risk management, issue escalation, budget management and benefits management

Led the enhancement of the organization’s product management methodology through the development of standardized service offerings across all lines of business: Cheque (Day 1, Day 2, Remote Deposit Capture [Branch, Mobile, Corporate, ABM], Image Exchange, Image Archive and Fraud); Vault Management Services (Deposit Processing and Treasury); and Remittances (Wholesale and Retail Lockbox)

Transition Programs Transition of INTRIA’s largest customer’s processing from legacy platforms to new image-based services: Cheque

(Day 1, Day 2, Remote Deposit Capture [Branch, Mobile, Corporate, ABM], Image Exchange, Image Archive and Fraud); and Remittances (Wholesale and Retail Lockbox). Program budget $40M. Annual revenue $30M.

Transition of new FI’s processing from their existing service provider to INTRIA’s new image-based services:

Cheque (Day 1, Remote Deposit Capture [Branch, Mobile, and Corporate], Image Exchange and Fraud). Program budget $10M. Annual revenue $7M

ABM envelope processing platform replacement program. Led the transition of multiple clients’ ABM envelope processing service from legacy systems to a new image-based, processing platform. Program budget $36M

Technology Environment Industry leading Cheque Processing, Vault Management, Currency and Remittance solutions (Day 1, Day 2,

Remote Deposit Capture, Image Exchange, Image Archive, Fraud, ABM Envelope, Deposit Processing, Treasury, Retail/Wholesale Lockbox)



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Program Management Consultant, Symcor Inc. September, 2011 – March, 2013 Overview Reporting directly to a cross-functional Executive Steering Committee (CTO, CFO, Senior Counsel, SVP Product /

Technology, VP Enterprise Project Office, VP Human Resources), led the successful divestiture of Symcor’s entire US business operations, following the sale of the US business to a third-party fortune 500 company

Led internal cross-functional teams: Operations, Technology Services, Human Resources, Legal, Procurement, Client Relations, Real Estate and Finance through the execution of the purchase agreement and the transition project

Extensive external executive management role working directly with the executive team (General Manager, CTO, CIO) of purchasing firm to support the execution of the purchase agreement and provide professional services to

assist with migration of business to purchaser’s business and technology environment

Project Managed Led the divestiture of Symcor’s entire US business ($100M annual revenue, 1500+ employees) to a major fortune

500 company (Expense budget $45M).

Senior Project Management Consultant, Operations Division (Item Processing), Symcor Inc. March, 2009 – September, 2011 Overview Reported to the Vice President of Item Processing Operations lead the relocation, consolidation and business

process redesign (Lean Sigma methodologies) of Canada’s largest cheque processing operations centre. Led internal cross-functional teams: Operations, Technology Services, Human Resources, Procurement, Client

Relations, Real Estate and Finance through entire project life-cycle including development of business case and

execution of project Extensive client executive relationship management role working directly with major Canadian Bank clients Project Managed Led the relocation, consolidation and business process redesign of Canada’s largest cheque processing operations

centre impacting 1300+ employees and 9 major business units (550+ Work months, Capital budget $9M, Expense budget $15M)

Senior Project Management Consultant, Product Management Division, Symcor Inc. September, 2009 – June, 2010 Overview Reported to the Vice President of Product Management, led a major client invoice cost reduction project Led internal cross-functional teams: Product Management, Operations, Technology Services, Procurement, Client

Relations, and Finance through the execution of the project Extensive client executive relationship management role working directly with major Canadian Bank clients Project Managed Major client invoice cost reduction project. Worked with three major FI clients to identify and execute client

business process changes across all major lines of business resulting in major cost reductions ($10M+ annual) to client invoices, while maintaining Symcor profit margins

Director, Business Development, Technology Division, Symcor Inc. 2007 – 2008

Overview Reported to the Chief Information Officer, led the start-up of a new Business Development unit responsible for

providing pre-sales support to Symcor’s North American sales force and acting as the technology lead on all major US business deals for the company

Led Symcor’s technology team though entire pre-sales cycle for the development and presentation of new business proposals to prospective customers (Large US Financial Institutions)

Worked closely with Finance and Accounting teams, led the development of all Technology Division aspects of internal business case

Worked closely with Legal and Senior Executive through contract development and negotiations with customers Worked closely with Symcor Chief Technology Officer and Product Development teams towards development of

new product and service offerings Extensive experience with vendor management, software agreements and consulting services contracts



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Projects Managed Major cheque processing outsourcing contract (Total Contract Value $1B) Major cheque processing outsourcing contract (Total Contract Value $140M)

Research and Adjustments outsourcing contract using Application Service Provider model (Total Contract Value $5M)

USD Remote Cheque Image Capture outsourcing contract (Total Contract Value $7M) Technology Environment Industry leading Cheque Processing platforms for entire cheque processing solution (Day 1, Day 2, Cash Management, Account Reconciliation, Lockbox and Print).

Director, Financial Capture Solutions, Technology Division, Symcor Inc. 2004 – 2006 Overview Reported to the Vice-President of Financial Capture Solutions in Symcor’s Technology Division I led the division’s

Project Managers responsible for the delivery of all of the projects within the department

Responsible for the day-to-day management of the 10 person team and the associated budget Worked closely with Technology Executive to establish and implement standard Project Management

methodologies and practices for the division Established process to closely manage division resources and capital budgets Projects Managed Annual program budget was approximately $10M

Projects varied in size from 10 – 250 Work Months; Capital budgets $100K – $10M Day 1 – Check Capture, Image Exchange, ATM, Bulkfile Day 2 – Exceptions / Returns, Research / Adjustments Technology Environment Industry leading Check Processing platforms for entire check processing solution (Day 1:CPCS, Vector Prime Pass IBFS, VectorSort, Day 2:Carreker Inbound Returns Express, Exceptions Express, DSS Trips)

Senior Project Manager (Contract), Financial Capture Solutions, Technology Division, Symcor Inc. 2001 – 2004 Overview Reported to the Vice-President of Financial Capture Solutions in Symcor’s Technology Division, I was responsible

for the delivery of several major Day 1 client conversion projects within Symcor’s Common Platform program

Led large, cross-functional teams, consisting of internal resources, contractors and vendor consultants Responsible for all aspects of day-to-day management of the projects under my responsibility Established and implemented standard, project management practices and methodologies Projects Managed Annual program budget was $4+M Projects varied in size from 100 – 200 Work Months; Capital budgets $100K – $1M

Day 1 – CPCS, Vector Sort, IBFS, Reject Repair Technology Environment

Industry leading Check Processing platforms for entire check processing solution (Day 1:CPCS, Vector Prime Pass IBFS, VectorSort, Day 2:Carreker Inbound Returns Express, Exceptions Express, DSS Trips) Senior Project Manager, The Bulldog Group Inc.

2000 – 2001 Overview Reporting to the Project Director, I was responsible for the management of multiple projects for several large US-

based customers in Television, Film, Retail and Telecommunications industries as well as providing pre-sales support to the North American sales team

Led a team of business and technical analysts for entire pre-sales cycle through the development and presentation

of new business proposals to prospective customers



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Led a team of technical analysts and business analysts working at client sites through the entire project life-cycle from inception to implementation for new client installations

Projects Managed

Typical project size – 40 Work Months Technology Environment Web-based, digital asset management application interfacing to industry standard database platforms Project Manager, Royal Bank Financial Group, Product Development, Merchant Services and Point of Sale 1997 - 2000

Overview Reporting to the Senior Manager of Product Development within the Merchant Services business unit at Royal

Bank, I was responsible for assisting with new product development Responsibilities involved the overall management of the product development lifecycle, which included

development of business case, writing business requirements and management of the projects to develop and/or

procure different products

Involved leading teams staffed by cross-functional internal resources and vendors Provide senior management with regular status updates and presentations Selected for internal RBC management development program Projects Managed Created new fee-based services based on online, self-service access through APIs for RBC merchant clients

(Merchant Direct)

Development of new point of sale (POS) smart-card based POS platform Developed new fee-based service program for point of sale certification and post-implementation technical support Integral member of the Royal Bank Merchant Services Y2K certification team. Working on a cross-functional group

team in a complex technical environment, often managing issues crossing internal and external functional boundaries

Technology Environment

Web-based and Tandem Base24 system

Team Leader, Royal Bank Financial Group, Technical System Analyst 1995-1997 Overview Reporting to the Senior Manager, Smart Card Technology Group, I led a team of developers in a technical

development environment Primary responsibilities included gathering business requirements, coordinating and performing application

development and testing, leading structured walkthroughs and writing technical specifications Secondary responsibilities included second-line production support for all Mondex delivery systems Projects

Responsible for the development, testing and implementation of the ABM platform for the Mondex Smart Card

system at the pilot site in Guelph, Ontario. This was a global first using Mondex smart-card technology and the NCR ABM platform

Project scope included interfaces with almost every functional unit within RBC

Technology Environment C, Visual C++, Visual Basic, MS Access, Windows NT, Unix, Turbo Pascal, Assembler, MS Office, Lotus

Notes (development), Smart Card Technology, Client/Server, IVR technology (Intervoice Iforms using ADSI, Voice and Data)



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OTHER MANAGEMENT EXPERIENCE Co-Owner / General Manager, The Shot Pool Pub, Kingston, Ontario 1991-1994 Managed every aspect of a small business start-up from idea, inception and ongoing operations. Annual gross

revenue exceeded $1M Recruited, trained, and managed a staff of more than thirty people, providing leadership and mentoring to entire

team Designed and wrote computerized systems for various aspects of the business including: inventory control, cash

management, and accounting procedures Established and implemented entire operational and administrative procedures. Developed hands-on experience in

marketing, finance and management of business cash-flow

Server / Bartender, Restaurant Rube, Montreal, P.Q. 1990-1991 Working in both English and French in a fine dining atmosphere, I learned the fine points of operating a successful

restaurant

Foreman, Arbor International, Ont. & B.C. Summers 1988, 1989 Supervised and managed a 20 person crew and assisted with the management of a camp of 75 tree planters Developed very strong leadership and motivational skills EDUCATION

2014 Master of Business Administration, University of Toronto, Rotman School of Management 2000 Master Certificate in Project Management: York University, Schulich school of business 2000 Successfully Passed Project Management Professional Examination, Project Management Institute 1999 Advanced Finance and Accounting: York University, Schulich school of business 1999 Right Projects Right: Stage/gate project management methodology 1998 Project Management - Nuts and Bolts: SPM Group. Project Management overview (Planning, Costing, Control, Risk Management, and Communication)

1997 Excellence Series: Context International: Personal and professional development

1995 Royal Bank Systems and Technology Training Pool, Toronto, Ontario (Three months in the training pool before starting with the Mondex team) 1995 Computer Engineering, Humber College, Toronto, Ontario (Continued education before being hired by Royal Bank into the Systems Training Pool) 1994-1995 Computer Engineering Technology, St. Lawrence College, Kingston, Ontario

(Completed 1st year of three year program before being hired by Royal Bank, A+ average) 1986-1990 B.A. Economics, Queen's University, Kingston, Ontario EXTRA CURRICULAR INFORMATION Owner, Marshall Properties. I own and operate a real estate investment and property management business Past-Chair and Past-Treasurer of School Council at Lakeshore Public School in Burlington, Ontario

Coach, Burlington Youth Soccer Club Meals On Wheels, United Way volunteer NAUI Certified SCUBA diver

Compete regularly and coach beginners in endurance sporting competitions (running, cycling, swimming and triathlon events)

References are available upon request

MikeMarshall_Resume_November2016

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