Alzhan Uzakov

• Delivered enterprise-wide Informatica R360 Reference Data Management, establishing a unified system of record
for ISO currencies, COA attributes, Market/Source Codes, SOVP, Vendor/Customer, and property master data
across 20+ global properties and corporate functions
• Led multi-domain delivery (COA, Market Codes, Vendors/Customers, SOVP, Salesforce GSC, Workday), covering
metadata ingestion, profiling, lineage, CDE identification, data quality rules, workflows, and business UAT
• Built and governed enterprise integration pipelines into D365, OneStream, Kyriba, Longview, Salesforce, Workday,
and the Enterprise Data Lake, reducing manual data maintenance and reconciliation by 40%+
• Owned Cloud Data Governance & Catalog (CDGC) onboarding, defining metadata governance standards, business
glossary alignment, lineage, and stewardship accountability across Finance, Treasury, Digital, and Operations
• Implemented enterprise Data Quality framework, including DQ rule lifecycle (DEV→QA→PROD), validation, catalog
integration, and dashboard consumption across multiple data domains
• Introduced and scaled Agile delivery model (epics, story mapping, release planning, sprints, velocity tracking),
redesigning Jira governance and improving delivery predictability and executive transparency
• Built client-facing financial management application (MyFinance) by delivering end-to-end data pipelines (PMS →
Data Lake → Salesforce), applying currency conversion and business rules to expose trusted customer balance
• Facilitated Agile ceremonies, conducted velocity and capacity analyses, and produced Agile Metrics using Jira

• Led end-to-end delivery of enterprise risk and data governance initiatives, including Microsoft Purview
onboarding, addressing regulatory gaps and improving metadata visibility for high-priority risk applications
• Drove modernization of legacy data warehouse platforms, coordinating infrastructure upgrades and cloud
integration to improve performance, scalability, and compliance
• Owned delivery planning, migration strategy, risk management, and post-implementation stabilization
• Partnered with technology, risk, and infrastructure leaders to ensure controlled execution and regulatory readiness
• Provided weekly executive-level status reporting and delivery governance for complex, multi-stream initiatives

• Agile Integration for IIROC Regulatory Compliance Project: Partnered with 50+ business lines to successfully deliver the IIROC-aligned T+1 regulatory compliance initiative, enabling next-day securities settlement. Achieved a 10% cost savings on the $100M budget by implementing risk mitigation and operational efficiency strategies.
• Stakeholder Collaboration: Directed cross-functional teams, vendors, and partners to implement improvements across 1300+ processes, 250+ documentation updates, and wealth management policies.
• Metrics & Decision Support: Established KPIs for trade fails, volumes, and confirmations, enabling senior executives to make data-driven decisions. Performed settlement data analysis to identify problematic areas.
• Governance Leadership: Chaired Delivery Review Board sessions, securing approvals for changes, escalations, and risk resolutions. Acted as governance lead, identifying risks and issues associated with remediation projects.
• Process Optimization: Created reporting structures using Jira, MS Project, and Clarity, reducing reporting time by 30% and improving project portfolio management. Conducted internal audit to maintain clear documentation.
• Operational Readiness: Planned 90, 60, and 30-day readiness strategies, ensuring a seamless go-live.
• Visual Process Design: Enhanced process clarity with Microsoft Visio workflows, improving executive understanding of project scope and deliverables.

• Enterprise-Wide Leadership: Transformation of business models, distribution strategies, risk practices, and client experience for compliance with Canadian Securities Administrators Client Focused Reforms across Wealth Divisions. Areas of Improvement: Know-your-client (KYC), know-your-product (KYP) & Conflicts of interest
• Confidential Project Delivery: Directed a TD Direct Investing project introducing new trading capabilities, enhancing client experience and operational efficiency.
• Stakeholder Mapping & Delivery Strategy: Coordinated projects involving 9000+ End-User Computing (EUC) technologies, achieving 100% adherence to scope, budget, and timeline.
• Operational Improvements:
o Upgraded a financial tool impacting 80% of investment accounts, reducing reporting time by 40%.
o Led platform upgrades and integrations across 30+ teams, improving coordination efficiency by 25% and reducing delivery time by 20%.
o Delivered an Agile project impacting 5 applications and 150 stakeholders, reducing technology costs by 30% and boosting operational efficiency by 35%. (Feature flag development and incremental delivery)
• Governance & Compliance: Advised on governance processes for 25+ projects, ensuring zero audit issues and high-quality delivery under the CFR Program. Ensured comprehensive documentation of remediation activities.
• Forecast Accuracy: Facilitated program forecast planning with 95% accuracy, managing resource allocation for 1000+ team members.
• Scrum Backlog Management: Directed daily user story reviews in Jira, maintaining a backlog of 100+ tickets and achieving 100% resolution of escalated items through high-priority sessions with Executives.
• Dependency Analysis: Utilized Clarity reports for program dependency analysis, ensuring seamless team coordination and delivering data-driven insights at Project Review Board meetings.
• Agile Leadership: Delivered Agile transformation initiatives, facilitating daily Scrum meetings, sprint planning, and user story reviews using Jira and Asana.
• Program Planning: Created and managed the overall Program Plan with MS Project, ensuring alignment with goals and timely delivery.

• Project Leadership: Successfully led data migration and infrastructure projects, ensuring completion of critical artifacts, including Project Charter, Solution Architecture, Detailed System Design, and Project Plan.
• Agile Scrum Master: Facilitated code-fixing processes using Agile, improving defect resolution efficiency.
• Automation & Optimization: Automated L1-to-L3 data processing for liquidity ratio calculations, streamlining balance sheet factor analysis (deposits, loans, mortgages). Improved Bank’s Data Management Procedures.
• Cloud Migration: Delivered software and hardware migration for a financial reporting tool and oversaw engineering processes for virtual servers across DEV, QA, UAT, PROD, and DR environments.
• Issue Resolution: Addressed low-performance issues in PROD by recommending and applying a new patch, improving system reliability.
• Collaboration & Testing: Partnered with QA teams to develop integration test strategies, plans, and execute UAT procedures, ensuring high-quality delivery.
• Reporting & Dashboards: Generated weekly program review dashboards using Clarity, Microsoft Excel, and PowerPoint for data-driven decision-making. Created monthly forecast vs actuals analysis and provided budget reports
• Data-Driven Execution: Conducted dependency analysis, timeline optimization, and strategic planning, driving alignment with business objectives.

• Managed delivery of digital banking and fraud prevention initiatives, including Simplii Credit Card and Voice &
Behavioral Biometrics programs
• Acted as a Scrum Master across multi-vendor environments, providing visibility into progress, risks, and benefits
• Accelerated approval of Proof of Technology initiative through business case development, SOW, and risk
assessments
• Led UAT coordination and issue resolution for mission-critical customer-facing systems
• Built executive dashboards and portfolio reporting frameworks to support governance and resource planning

• Stakeholder Negotiation: Negotiated project terms, deliverables, and timelines with sponsors and business leaders, securing alignment and approvals.
• Facilitation & Coordination: Organized key meetings, including Kick-off, Early Consultation, and Lessons Learned sessions, ensuring smooth project initiation and continuous improvement.
• Governance Leadership: Coordinated governance meetings to ensure project deliverables adhered to Quality Assurance standards and government methodologies.
• Accelerated Delivery: Enhanced project delivery speed by managing and updating key documentation, including charters, financials, WBS, and RAID logs, using MS Project and Planview.
• Data Efficiency: Streamlined data processing with Excel Macros, formulas, and VLOOKUPs, optimizing resource tracking and reporting, using analytical and quantitative skills.