Kevin Ellis, BA, MBA (Cum Laude), CPA, CMA

Kevin ellis, ba, mba (cum laude), cpa, cma

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  • Timeline

  • About me

    Sr. Manager, Optimization and Process, Critical Facilities, BMOFG...Sustainably squeezing savings down to the last drop!

  • Education

    • Harvard extension school

      2018 - 2018
      Blockchain technology - graduate studies
    • Laurentian university/université laurentienne

      -
      Bachelor’s degree concentration in economics dean's honor role
    • Chartered professional accountants of canada (cpa canada)

      -
    • Harvard extension school

      2013 - 2015
      Professional graduate-level certificate in sustainability gpa = 4.0
    • Laurentian university/université laurentienne

      -
      Master of business administration (m.b.a.) cum laude
  • Experience

    • Canada revenue agency - agence du revenu du canada

      Jan 1990 - Jan 1996
      It business analyst
    • Union gas

      Jan 1996 - Jan 1999
      It business consultant
    • Bmo financial group

      Mar 2001 - now

      • Co-jointly oversee annual operational budget of $60MM with a complement of 730 FTE comprised of contractors and staff servicing ~ 4MM sqf portfolio comprised of Uptime Certified Tier III and IV data centers, trade floors, call centers, and key executive environments.• Lead financial analysis and business case modeling and development for critical facility infrastructures investments, co-lo evaluations, and critical facility operations outsourcing in preparation for senior executive and/or Board of Directors’ review – scale up to $200MM.• Re-engineer key operational processes ensuring integration of operational and governance requirements across the portfolio and alignment with or exceeding industry best practices.• Focal point for providing direction for managing corporate compliance, internal audit, supplier sourcing (RFI, RFP) and contract review, financial controls, capital funding approval, facility threat risk assessments, and asset management.• Oversee CRE’s Business Continuity Planning program and create catastrophic disaster scenario evaluations for critical facilities to satisfy regulatory requirements.• Oversee facility capacity/availability measurement capabilities to meet division’s mandate, inform investment decisions, demonstrate value for money for business units, and satisfy regulatory risk reporting.• Lead review and development of administrative technology solutions.• Co-developed facility consolidation strategy to significantly reduce operating costs while reducing organizational risk - approx. $20MM run-rate savings. Show less • Provided financial oversight and governance to single largest program (Operational Resiliency Program - ORP) undertaken in Bank’s history – Certified Tier IV Data Center and resilient computing operations – which has been repeatedly recognized as an outstanding success internationally by both private enterprise, financial and IT industry observers, and government regulators.• Re-engineered financial processes and tools to enable fully integrated multi-stream project financial control from procurement, approval, forecast, accrual, G/L verification, cost recovery, through to financial reporting. Applied to ORP, it enabled achievement of monthly 1% forecasting accuracy targets, achieved audit requirements, and contributed to program completing on time and under budget. Show less • Developed financial models to evaluate multi-billion $ outsourcing opportunities for Bank’s mainframe, midrange, and server environments enabling senior executives to conclude strategy and achieve savings.• Provided consultation and guidance to program and financial managers and program executives regarding matters of bank policy, financial forecasting, and internal cost recovery, and financial impact potential of executive decisions regarding IT infrastructure deployment sequences.• Led development of three-year strategic plan to evolve IT finance department and enhance its capabilities resulting in increased value delivered by finance organization to business units that it served.• Conducted research into various industry best practices in Finance and IT and led “forensic” cost analysis to identify and make recommendations to senior executive teams to enhance bottom line.• Provided consultation on various issues pertaining to implementation of ITIL Financial model across Enterprise Infrastructure division. Show less

      • Senior Manager, Optimization and Process | Critical Facilities, Corporate Real Estate

        May 2007 - now
      • Program Financial Controller | Finance & Administration, Enterprise Infrastructure

        Apr 2004 - May 2007
      • Senior Financial Manager | Finance & Administration, Enterprise Infrastructure

        Jan 2003 - Mar 2004
      • Senior Manager and Consultant | Business Performance Measurement, Networks & Systems

        Mar 2001 - Jan 2003
  • Licenses & Certifications

    • Certified management accountant

      Cma canada
      Jan 2004
    • Chartered professional accountant

      Chartered professional accountants of ontario (cpa ontario)
      Jan 2014
    • Certification in enterprise risk management

      Chartered professional accountants of ontario (cpa ontario)
      Dec 2017
    • Certified master controller

      Chartered professional accountants of ontario (cpa ontario)
      Jun 2017
  • Honors & Awards

    • Awarded to Kevin Ellis, BA, MBA (Cum Laude), CPA, CMA
      Award of Excellence Technology and Operations, Bank of Montreal 2009 Award in recognition of outstanding performance in support of Corporate Real Estate's division strategic objectives.
    • Awarded to Kevin Ellis, BA, MBA (Cum Laude), CPA, CMA
      Award of Excellence Technology and Operation, Bank of Montreal 2008 Award in recognition of outstanding performance in support of Corporate Real Estate's division strategic objectives. Award received in both 2008 and 2009.
    • Awarded to Kevin Ellis, BA, MBA (Cum Laude), CPA, CMA
      Award of Excellence Technology and Operations, Bank of Montreal 2006 Award presented for personal excellence during tenure as Program Financial Controller for the bank's Operational Resiliency Program.
    • Awarded to Kevin Ellis, BA, MBA (Cum Laude), CPA, CMA
      Award of Excellence - Project of the Year Technology and Operations, Enterprise Infrastructure, Bank of Montreal 2004 Consulting work in support of ITIL Finance implementation.
    • Awarded to Kevin Ellis, BA, MBA (Cum Laude), CPA, CMA
      Special Commendations Revenue Canada | Special Investigations Unit 1996 Special commendations from senior executives for application design work and analysis in support of highly complex and large profile tax audit case.
    • Awarded to Kevin Ellis, BA, MBA (Cum Laude), CPA, CMA
      Innovation and Excellence Award Revenue Canada 1994 Organizational work to enhance workload processing and site operations.
    • Awarded to Kevin Ellis, BA, MBA (Cum Laude), CPA, CMA
      Special Commendations Revenue Canada | Special Investigations Units 1992 Special commendations from senior executives for application design work in support of highly complex and large profile tax audit case.
  • Volunteer Experience

    • Publication Reviewer and Consultant

      Issued by Central Computer and Telecommunications Agency (UK); Office of Government Commerce (UK) on Jan 1999
      Central Computer and Telecommunications Agency (UK); Office of Government Commerce (UK)Associated with Kevin Ellis, BA, MBA (Cum Laude), CPA, CMA