Resume

• 1998

  MBA

  Finance

  First Officer - MBA Finance Club

  Boston University Questrom School of Business

• 1987

  Bachelor of Business Administration (BBA)

  Management & Finance

  University of Houston

• Corporate Finance

  Strategic Planning

  Financial Planning

  Business Strategy

  Budgets

  Financial Reporting

  Portfolio Management

  Business Planning

  Management

  Financial Analysis

  Managerial Finance

  Risk Management

  Financial Strategy

  Strategic Financial Planning

  Finance

  Business Process Improvement

  Forecasting

  Capital Budgeting

  Strategy

  Financial Modeling

  Perera

  Rajeeve

  Perera

  TD

  Mackenzie Investments

  University of Toronto

  School of Continuing Studies

  Loblaw Companies

  Scotiabank

  Grand & Toy

  Foresters

  Toronto

  Canada Area

  Director

  Finance Global AML

  Scotiabank

  Toronto

  Canada Area

  •\tPrimary business contact between Retail Group and IT Group.\n•\tResponsible for developing KPIs

  reporting and analytics for the retail channel.\n

  Senior Analyst

  Business Intelligence

  Grand & Toy

  Toronto

  Canada Area

  Achievements:\n•\tSuccessfully developed and managed $100 million annual and 5-year strategic plan for the CIO (Technology) and COO (Operations) organizations. \n•\tIdentified and recommended strategic savings opportunities of approx. 10% for the CIO Division for fiscal 2015. \n•\tCreated an activity based costing model for the COO division to better manage costs. \n•\tDeveloped a framework to allocate volume driven IT infrastructure costs to the business divisions.\n•\tParticipated in developing a business case framework to evaluate CIO and COO projects.\n\nResponsibilities:\n•\tManaged the business planning

  forecasting and month end close process for the CIO and COO groups.\n•\tDeveloped and presented monthly/quarterly operational reviews; identified risks and opportunities and recommended mitigating strategies to the CIO and COO leadership teams.\n•\tCoached and developed a team of financial analysts. \n•\tManaged annual $20 million financial relationship with company’s primary IT vendor partner.\n•\tProvided key analysis and commentary on the CIO and COO division financials for the monthly Executive Leadership Team reporting deck.\n•\tReviewed product and infrastructure related business cases to ensure financial rigor and conservatism.\n

  Manager Financial Analysis

  IT and Insurance Operations

  Foresters

  Toronto

  Canada Area

  Achievements:\n•\tSuccessfully developed a mature framework for financial reporting

  analysis and forecasting for Enterprise Learning & Development (L&D). \n•\tEvaluated and negotiated key vendor engagements for L&D stakeholders to ensure beneficial financial terms

  resulting in 8% savings on discretionary program spend. \n•\tGenerated 5% in annual savings through renegotiation of existing vendor contracts and rationalization of L&D real estate.\n•\tDelivered the highest employee engagement scores amongst all teams within the L&D group. \n•\tAwarded the Principles in Practice Award for Q4

  2016 for demonstrating all of TD’s core commitments. \n\nResponsibilities:\n•\tManaged the $57 million annual business planning process

  periodic management reporting

  month-end close process and related financial models.\n•\tDeveloped financial strategy and provided thought leadership and support on financial processes and practices to the Chief Learning Officer and the rest of the L&D Leadership Team. \n•\tManaged and developed 20-person Enterprise L&D Services team (Business Planning

  Operations & L&D Technology).\n•\tProvided direction and guidance for developing and streamlining SLA driven operations processes for employee and vendor onboarding

  audit deliverables and continuing education.\n

  Senior Manager/Head of Financial Planning & Services

  Enterprise Learning & Development

  TD

  Toronto

  Canada Area

  •\tDeveloped financial forecasts and prepared $ 30 million financial plan for Shareholder Services Group.\n•\tParticipated in the financial review to determine cost savings of proposed investment in scheduling and forecasting software for the Contact Center. \n

  Financial Planning Analyst

  Mackenzie Investments

  Toronto

  Canada Area

  Achievements:\n•\tSuccessfully developed a mature framework for financial reporting

  analysis and forecasting for Enterprise Learning & Development (L&D). \n•\tEvaluated and negotiated key vendor engagements for L&D stakeholders to ensure beneficial financial terms

  resulting in 8% savings on discretionary program spend. \n•\tGenerated 5% in annual savings through renegotiation of existing vendor contracts and rationalization of L&D real estate.\n•. Developed a vendor engagement and governance process. \n•\tDelivered one of the highest employee engagement scores amongst all teams within the L&D group. \n•\tAwarded the Principles in Practice Award for Q4

  2016 for demonstrating all of TD’s core commitments. \n\nResponsibilities:\n•\tManaged the $57 million annual business planning process

  periodic management reporting

  month-end close process and related financial models.\n•\tDeveloped financial strategy and provided thought leadership and support on financial processes and practices to the Chief Learning Officer and the rest of the L&D Leadership Team. \n•\tManaged and developed 13-person Business Planning & Operations team.\n•\tProvided direction and guidance for developing and streamlining SLA driven operations processes for employee and vendor onboarding

  audit deliverables and continuing education.\n

  Senior Manager

  Financial Planning & Operations - Enterprise Learning & Development

  TD

  Toronto

  Canada Area

  •\tPrimary finance business partner for Business Development and Marketing.\n•\tDeveloped a $780 million sales forecast for the business units for fiscal 2007.\n•\tCo-developed the business cases and financial models for the launch of two new services.\n

  Manager Reporting & Analysis

  Grand & Toy

  Toronto

  Canada Area

  Core requirement for the Financial Analyst Certification offered by the School of Continuing Studies. The course covers fundamentals of corporate finance and financial statements analysis and includes subject matter related to capital budgeting

  working capital management

  time value of money

  cash flow statements

  ratio analysis and inventory analysis.

  Lecturer

  Corporate Finance & Performance Measurement

  University of Toronto

  School of Continuing Studies

  Toronto

  Canada Area

  •\tLead analyst for $1.5 million integration project for the company’s fund administration system.\n

  Business Analyst

  Mackenzie Investments

  Toronto

  Canada Area

  Achievements:\n•\tParticipated as the reporting lead in the successful implementation of a new national reporting

  budgeting & forecasting solution. \n•\tSuccessfully managed the Report Optimization Project with a focus on streamlining reporting and directing the company to common Key Performance Indicators (KPIs) and internal reporting standards.\n\nResponsibilities:\n•\tCoached and developed a team of financial analysts.\n•\tReporting design lead responsible for understanding the reporting requirements for Store Operations

  Merchandising and National Reporting. \n

  Senior Manager Internal Financial Reporting

  Loblaw Companies