Tate

PMP-certified Project Manager with 10+ years of progressive project management & governance experience across Non-Profit, Energy, Fintech, and E-commerce sectors with up to 9-figures in annual revenue, for remote and distributed teams of 50 to 6,000.

Revenue recovery & accountability: Led a project within a $1B+ capital program (MLX Project at Syncrude), recovering $1M annual leakage by uncovering ghost equipment billing & labour misclassifications through an audit, resulting in the adoption of a digital verification of timesheets against resource schedules & final cross-check in CDMS (Contractor Database Management System). High-Impact professional governance: Built an automated project cost reporting system using Oracle SQL, SAP BW to create self-serve financial & project dashboards for stakeholders to check project health at any time; exposing systematic cost inefficiencies, resulting in savings of $1.2M+ (15 - 20% annual OPEX reduction) within 2 years.

Global Team alignment: Led AI-driven governance, using ClickUp as a single source of truth to keep distributed teams aligned, automate project administrative work & RAID (Risks, Actions, Issues, Decisions) log management, using other AI for meeting & stakeholder management, saving 15 hours weekly & increasing project delivery visibility by 50%.

Family Care & Professional Development at Career Break (2025-12 – Present)

Short-term career break (15 weeks) for family caregiving, leveraged break to learn PM software (Smartsheet, Wrike), Scaled Scrum, Power BI and SAP S/4HANA Cloud (FICO) to support ERP transformation projects.

Project Manager at Alpha Canada (2022-03 – 2025-11)

Alpha Canada is a faith-based non-profit organization delivering free digital learning resources through 2,800 global & national partnerships, collaborating with global counterparts to drive cross-border initiatives, supported by a remote team of 50 and an average annual revenue of $4 million.

• Reporting to the CDO (Chief Development Officer) & supporting the National Director's office, lead a hybrid project team of 5 - 15, coaching project team members, using Loom & Scribe to onboard team members, authoring core SOPs & Loom for complicated workflows, sharing key information across time zones.
• Coordinated multi-million national fundraising campaigns over 3 years, leveraging Salesforce and Bonjoro software to deliver personalized donor engagement, resulting in a 20% increase in repeat donations within a single campaign, accelerating the $4.6M annual revenue goal.
• Established a PMO (Project Management Office), utilizing Monday.com and ClickUp to improve project clarity by 60%, concrete project sponsorship & strategic alignment of project delivery.
• Reduced project reporting time by 50% and enabled real-time strategic decision-making by running custom reports in Salesforce, developing and customizing Salesforce KPI dashboards for strategic stakeholders.
• Coordinated the Salesforce NPSP and WeGive (donor software) integration project, writing and executing test cases to increase online giving by 60% by providing onboarding resources while improving operational efficiency and donor engagement.

QA Analyst (Agile / Scrum Delivery) at Diversociete (2023-11 – 2025-01)

Technology consulting startup, specializing in software QA testing, Agile training, IT staffing, and software development with 51–200 employees.

• Coordinated Agile delivery and scrum ceremonies for a B2C e-commerce project, establishing Definition of Ready (DoR) and Definition of Done (DoD) quality gates that improved sprint predictability by 20% and reduced backlog carryover by 35%.

Founder & Project Lead at The Jacaranda Kitchen (2021-04 – 2021-08)

• Launched and managed an e-commerce bakery, using traditional marketing & social media for targeted customer engagement and Zoho for order & invoice management, ensuring 100% fulfillment accuracy.

Project Coordinator & QA Tester at ATB Financial (2018-08 – 2021-03)

ATB Financial is the largest Alberta-based financial institution, with over $50 billion in assets, more than 5,000 employees, and over 800,000 clients across the province.

• Reporting to the Manager of Client Experience & Technology in a team of 30, managed 200+ high-touch accounts, identifying business growth opportunities through consultative discovery and achieving 95% SLA compliance for Customer Success.
• Coordinated fraud case triage with Risk teams, improving fraud detection process enhancements by 40% and maintaining a 100% KYC (Know Your Customer) adherence.
• Reduced post-production issues by 30%, designing & executing functional, regression and exploratory tests across web & mobile platforms, increasing time to app & mobile apps deployments by 35% in 2 months.

Associate Project Manager - Contractor (2 to 5 year extension) at Syncrude Canada (2012-08 – 2018-03)

Syncrude is a global energy company serving international markets across Calgary, Edmonton, and Fort McMurray, with annual revenue exceeding $3 billion. It employs 4,000 to 5,000 direct workers & 1,500 to 2,400 contractors on-site.

• Reporting to SAP Specialist SME & Project Procurement Change Mgt. Coordinator, supported a specialized team of 100 project professionals in project management and SAP SME & Technical Support for technical services for 10+ major Syncrude projects.
• Managed 10+ project structures ($2M-$10M) in SAP PS and all related cost objects in PM, MM, and FICO modules, standardizing project change requests turnaround time from 3 business days to 12 business hours.
• Consulted on project controls systems for Imperial Oil/Exxon Mobil projects, uncovering the limitations in budget tracking and visibility, and decreasing overspent cost objects by 25% per project by modifying tracking systems for project spending and budget controls.
• Led the Project Initiation Team (PIT) verification system for managing all stages of projects by optimizing gate phase verification documentation for SAP PS, verifying vendor & contracts, signatures, increasing accuracy by 30% and reducing waste & rework by 20%.

BSc in Business Administration – Franklin University