Jean Rony Borgelin

Jean-Rony Borgelin-Ghana, Accra, • - Project Manager & Financial analyst Results-oriented professional with 17 years of project management experience, plus 9 years in accounting and finance, and 4 years as CEO of 2 startups. I have successfully managed diverse projects utilizing methodologies such as Agile and Waterfall, demonstrating my versatility and adaptability in various environments. Known for my problem-solving skills and quick learning ability, I am passionate about driving improvement and efficiency in all my endeavors. As a leader, I believe in teaching by example, fostering a collaborative atmosphere that empowers teams to achieve their best. My strategic mindset and hands-on approach have consistently delivered successful outcomes, making a positive impact on both project goals and organizational success. • Strategic Planning & Forecasting • Agile Methodology • Financial/Portfolio Management • Business Development • Risk Assessment & Mitigation • Cost/Benefit Analysis • Stakeholder Engagement • Process Improvements • Cross-functional Team Leadership • Resource allocation • Budget/forecast • Finance/Accounting Career Experience Business Operation and ICT Advisor – WUSC (Timveni), Lilongwe, Malawi January 2025 to present • As a Business and ICT Advisor, I collaborate closely with the Executive Director to optimize processes in alignment with budgetary goals, refine the strategic plan, and implement robust financial monitoring procedures. Additionally, I review the organizational structure, define departmental objectives, and establish key performance metrics to drive overall success. In my role as the ICT Advisor at Timveni Child and Youth Media, I play a key role in helping to shape the organization’s digital and media presence. I support the planning and execution of visually engaging content for our website, television, and radio platforms to enhance our visibility. My efforts also focus on helping to develop strategic communication and marketing initiatives that promote Timveni to diverse stakeholders, fostering increased outreach and building valuable partnerships. Tools used: Google suite, Microsoft suite, SharePoint, Trello, Sack, Smart Sheet, Freedcamp …continued… Jean-Rony Borgelin P a g e |2 Business Operation consultant – Cross Switch Ghana Limited, Accra, Ghana September 2024 I completed a comprehensive operational gap analysis, engaging both mid-level and senior management through targeted interviews. The assessment led to a detailed report outlining key operational gaps, strategic recommendations, and a practical action plan to drive efficiency and performance improvements. Project Manager & Business Director – Les Entreprises Dokpam, Accra, Ghana May 2024 to December 2024 • Manage the design and development of applications and websites • Lead cross-functional teams through all phases of the project lifecycle, from concept and planning to launch. • Work with Agile methodologies (Scrum/Kanban) to manage project scope, deadlines, and workflows effectively. • Collaborate with internal and external stakeholders, including executives, clients, marketing teams, and designers & developers. • Manage and coordinate website deployments, including content and code changes. • Work collaboratively to develop and manage project budgets, ensuring efficient resource allocation. • Proactively anticipate challenges, solve problems efficiently, and communicate project progress clearly and concisely. • Document decisions, sending meeting notes, and action items to maintain project transparency and accountability. Key projects : • Dokpam - Application Project $250K: Dokpam is a medical and wellness technology marketplace that connects providers in the healthcare & wellness industry. It offers telemedicine, appointment scheduling and teleexpertise and well-being services and products Tools used: Google suite, Microsoft suite, SharePoint, Teams, confluence, Asana, Agile, Trello, Sack, Smart Sheet IT Project Manager – Association of Public Libraries of Quebec, Canada, - Part-time March 2023 to April 2024 As Project Manager, I was mandated to manage 1 medium-sized project related to the organization's integrated management system • Gather goals and requirements from internal and external clients (virtual meetings + email; Slack) • Translate requirements into tasks, deliverables and hours estimates, mapped against a timeline • Manage projects, priorities, and people while keeping all the details in check • Monitor and report on project status, contingencies, and budget, keeping timelines and scope in check • Prepare meeting agendas, recaps, and action items • Ensure projects run smoothly to enable the efficient delivery of quality. Key projects : • Digital strategy $ 1M - Application project: Implement a shared digital solution offering a personalized, userfriendly experience for citizens by sharing digital solutions between Quebec's public libraries. Jean-Rony Borgelin P a g e |3 Tools used: Smartsheet, Teams, Agile, Waterfall, Zoom, Excel, PowerPoint. IT Project Manager - Consulting, Industrial Alliance, Quebec, Canada January 2023 to March 2024 The mandate consisted of taking charge of various projects and helping teams implement the elements required by the new regulations. • Project Planning: Developing project plans, timelines, and resource allocation. • Stakeholder Management: Engaging with key stakeholders to define project scope, objectives, and deliverables. • Team Leadership: Leading a team of ServiceNow resources, developers, and analysts throughout the project lifecycle. • Risk Management: Identifying potential risks and issues and developing mitigation strategies to ensure project success. • Quality Assurance: Ensuring that solution meet quality standards and align with business requirements. • Budget Management: Monitoring project budget and expenditures to ensure projects are completed within financial constraints. • Communication: Facilitating communication between project teams, stakeholders, and senior management to provide project updates and address concerns. • Change Management: Managing changes to project scope, schedule, and costs using appropriate verification techniques. Key projects : • Incident Management $ 1.8M - Application Project: Develop an instance in ServiceNow, in response to the law concerning the protection of personal information. I undertook technological and procedural work to meet this new requirement. Tools used: Gantt Pro, Planview, Microsoft suite, SharePoint, Teams, confluence, DevOps, ServiceNow, Agile, workday Business Project Manager - Consulting, Desjardins (Bank), Canada Dec. 2021 to march 2023 1. Project Planning • Clarify project scope, goals, and deliverables and develop a comprehensive project plan • Recommend project timelines, budgets, and resources 2. Team Management • Lead project teams, assign responsibilities, and monitor processes • Ensure efficient use of resources to achieve project goals 3. Progress Monitoring and Reporting • Regularly report project progress and status to stakeholders • Evaluate project health using KPIs and other metrics 4.Business Analysis • Lead meetings with internal stakeholders to analyze business needs • Solution Proposal and Build 5. Risk Management • Identify, evaluate, and recommend plans to mitigate project risks • Respond promptly to risks as they arise and work toward resolution 6. Quality Management • Develop processes and procedures to assure the quality of deliverables to the project • Perform quality assurance activities to ensure standards are met 7. Communication Management • Establish effective communication with stakeholders • Share information in meetings, presentations, and reports 8. Change Management • Evaluate change requests and analyze impact on the project • Develop strategies to minimize negative impact on the project 9. Closing • Review deliverables at project completion and perform appropriate handover • Post-project review to identify areas for future improvement Key Projects : Jean-Rony Borgelin P a g e |4 • Credit bureau freeze, $ 2M: In response to the law on credit evaluation officers RLRQ c A-8.2, Desjardins has begun technological and procedural work to meet this new need. • Optimization of the connectors with credit agencies, $3M: System upgrade, switch from local to cloud servers and update to "BNI Score" strategies • Affordable Housing: As a result of an agreement between the government and Desjardins Group, Desjardins is taking on the responsibility of implementing a financing program for 1000 affordable housing units to be delivered within 3 years. Tools used: Smartsheet, SAP, Teams, Agile, Waterfall, MS Project, SharePoint, Jira, Excel, PowerPoint, Workday. Scrum Master & Functional Analyst - Talsom – AIM, Canada 05/2020 to Dec. 2021 Organize and facilitate multiple projects planning, daily scrum meetings, reviews, retrospectives, sprint and release planning, demos. • Track and communicate team velocity and other development metrics to all relevant teams and management. • Ensure development teams are practicing the fundamental agile principles. • Update agile tracking systems to ensure transparency of product and sprint backlogs. • Identify and remove any obstacles that may hinder the team’s ability to achieve their goals. • Promote continuous improvement and help teams increase their productivity • Help define and deploy new product development processes and facilitate continuous improvement of existing processes. • Assume responsibility for one or more functional processes in terms of analysis • Analyze and model user requirements • Define detailed functional specifications • Realize the functional specifications Tools used: Smartsheet, Confluence, Jira, Odoo, Teams, Agile, Waterfall, Oracle, MsProject, SharePoint, Redmine IT Project Manager – Pharmascience, Canada 08/2020 to 03/2021 • Developing project plans, timelines, and resource allocation for LMS (SAP) upgrade projects. • Engaging with key stakeholders to define project scope, objectives, and deliverables. • Leading a team of SAP consultants, developers, and analysts throughout the project lifecycle. • Identifying potential risks and issues and developing mitigation strategies to ensure project success. • Ensuring that the upgrade meets quality standards and align with business requirements. • Monitoring project budget and expenditures to ensure projects are completed within financial constraints. • Facilitating communication between project teams, stakeholders, and senior management to provide project updates and address concerns. Key projects : Jean-Rony Borgelin P a g e |5 • LMS upgrade, $40K: Performed the upgrade of the Learning Management System in the Pharmascience environment. (SAP Success Factor LMS Upgrade). • Tablet deployment, $250K: Proceed with the deployment of tablets and QR-code to allow users to quickly access with the least amount of effort, view videos and relative training documents related to a production or laboratory material. Tools used: Smartsheet, Microsoft suite, Teams, Agile, Waterfall, MsProject, SAP, Asana IT Project Manager - Consulting, CISSS De Lanaudière, Joliette, Canada 02|2020 to 05|2020 Developed project scope, budget, strategy and define the set of deliverables to meet business objectives and priorities within the agreed upon agreements, costs and timelines in collaboration with the various stakeholders. Executed risk analysis, impacts and related strategies considering various factors to manage the level of risk of the project. Managed the requested changes, the experimentation of solutions and the implementation strategy. Key Projects: • Development and deployment of Captiva $1.4M: Deployment of a software aimed at the dematerialization, digitalization and centralization of Lanaudière health care patient file (Hospitals and CLSC). • Cristal-Net deployment “Data collection” $250K: conduct a data survey through Hospitals and CLSC to better identify the impact of Cristal-net deployment. Tools used: Smartsheet, Microsoft suite, Teams, Agile, Waterfall, Oracle, MsProject, Asana Project Manager - Consulting, FX Innovation, Montreal, Canada 2019 *Developed and implemented strategic plans for sprints, while managing issues, priorities, stakeholders, and interdependencies with other projects. * Directed human, financial and technological resources essential to the delivery of projects with a keen focus on accomplishing projects within time and budgetary constraints. * Deliver reports to PMO Director and CIO for an informed decision-making. * Conduct daily "Scrum/Kanban" sessions using the agile method. * Established and revised all deliverables to meet business objectives and priorities in accordance with the agreed agreements, costs and schedules. * Managed change requests, solutions experimentation and strategy implementation. * Spearheaded development of a platform enabled operationalization of processes within the framework of the MSP Azure certification. Key Projects: • Redesign of the Edu.FX platform, $50K: Development of a platform aimed at the dematerialization, digitalization and centralization of processes and procedures. • Bravo Process $200K: Document and operationalize the processes related to MSP Azure/AWS certification as well as the business processes to support day-to-day operations. Jean-Rony Borgelin P a g e |6 Tools used: Microsoft suite, Teams, Agile, Waterfall, plan view, MsProject, SharePoint, ServiceNow Programme/Governance Manager – PTC PMO - Consulting, Canadian National (CN), Canada 2016 to 2019 * Served as an expert for the management of a team consisting of project managers (30) and controllers (PCO) (25). * Supervised the team of Project Controllers and assisted Project Managers in planning. * Delivered effective training sessions to staff regarding implementation of program governance, processes and project management tools, including the financial monitoring of the C$2.5 billion program. * Administered projects budget and deliver accurate reports on projects to PTC decision board. * Delivered strategic leadership and guidance to staff, aimed at resolving overall complex financial issues. * Developed and implemented project management tools within the group and ensuring their application. Key Accomplishments: • Streamlined programs and automated processes for change request approvals, facilitating approvals and traceability. • Defined and implemented a project lifecycle process appropriate to the PTC "Stage-Gate" program, which allowed projects to start faster. • Develop a report to see the financial trend in correlation with FTEs, this has helped to identify poor planning in advance. Tools used: Smartsheet, Microsoft suite, Teams, Agile, Waterfall, SAP, MsProject, SharePoint, PowerBI, Jira Construction & IT Project Manager – PTC - Canadian National (CN), Montreal, Canada 2016 to 2017 *Developed project scope, budget, and define the set of deliverables to meet business objectives and priorities within the agreed upon agreements, costs and timelines in collaboration with the various stakeholders. * Executed risk analysis, impacts and related strategies considering various factors to manage the level of risk of the project. * Managed the requested changes, the experimentation of solutions and the implementation strategy. Key Projects: • Creation of the SharePoint site of the PTC program $150K: Development of a platform to centralize the program's documents. Digitization, form creation, validation and approval process, plus the ability to create reports. • Construction and Development $10M: Construction of new offices, purchase of necessary equipment, to ensure the smooth running of the program, manage communication with stakeholders. Tools used: Microsoft suite, Teams, Agile, Waterfall, plan view, MsProject, SharePoint, Asana, Jira Jean-Rony Borgelin P a g e |7 Project Management-PMO Consulting, VIA Rail, Canada 2015 to 2016 *Organized progress reports for the entire portfolio while ensuring the integrity of the figures and the linkage with the Finance group to produce financial statements and the monitoring of budget allocations. * Developed and tracked KPIs for executive tables, trend analysis and variance diagnosis. * Guided programme PCO’s, programme project managers and project team members on the use of financial management standards and methodologies, templates and associated tools. * Contributed to the quality assurance process of other projects, in coordination with the Corporate PDP Director. * Facilitated resource allocation sessions and communicate decisions. * Consolidate and re-evaluate the priority of projects in the $500M portfolio based on scores. Key Accomplishments: • Led the development of metrics, development of the project prioritization tool, development of the prioritization template user guide, all with the goal of making informed decisions on project prioritization. • Implemented standard rates, to facilitate planning of projects with generic resources • Introduced the notion of capitalizing on activities instead of the resource. Tools used: Microsoft suite, Teams, Agile, Waterfall, plan view, MS Project, SharePoint, PowerBI IT Project Manager - Consulting, Desjardins (Bank), Montreal, Canada 2014 to 2015 *Defined project scope and objectives into a project road map. * Oversaw resource and progress management, i.e. detailed work plans, project estimates, status reports (including KPI's) and financial monitoring of projects. * Led overall projects from inception to completion within time and budgetary constraints. * Managed project schedules and budget to ensure project delivery within time and in accordance with client’s requirements. * Led SDLC of overall projects while communicating with internal and external groups involved in the project (QA, fellow technology teams, product owners, operations, and 3rd party vendors. * Tracked projects in MS project to ensure success. * Reviewed bug prevention and detection on daily basis to ensure smooth operations. * Measured software progress and linked to project milestones. * Identified and recommended action plans to direct the analysis and resolution of problems. * Ensured adherence to quality standards and project deliverable reviews. * Ensured compliance with the gating process, deliverables by phase, contracts, procurement, PMO templates, and methodology. Key Projects: • Conversion 3MACS $250K / 200jp: Data conversion, closing sites and equipment’s recuperation. • Market-Q $200K/ 260jp: Migration of a streaming quote system for more than 550 users. • MRCC $1.6M / 2210jp: Regulatory project changes on reporting of fees and performance. • FATCA: Foreign Account Tax Compliance Act $350K: Provide information on US accounts to the Canadian local tax authority (ARC). Tools used: Smartsheet, Microsoft suite, Teams, Agile, Waterfall, MS Project, SharePoint, SAP Jean-Rony Borgelin P a g e |8 Portfolio Project Controller, Laurentian Bank, Montreal, Canada 2013 to 2014 *Developed project schedules and established baselines by utilizing project scheduling software MS project 2010 based on WBS estimates. * Tracked corresponding actuals against the schedule baselines and reporting variances to the PM. * Maintained models of the project created by the PM for use in simulating implementation and budget rollout scenarios and optimizing the related schedules to respect project constraints. * Documented all aspects of the project plan, from charter to deliverable verification processes based on the information gathered by/with the PM. * Supporting the PM in regular project advancement presentations to elaborate on progress and issues. Key Contributions: • Developed a dashboard to track key performance indicators (KPIs) such as time/schedule variance, SPI/CPI, actuals, projected lifetime spend profiles, etc. that will enable the PM to direct and adjust efforts appropriately. • Led communications with external project partners with a keen focus on enhancing overall operations. • Uncovered potential risks and implemented best practices to resolve issues. Tools used: Smartsheet, Microsoft suite, Teams, Agile, Waterfall, Oracle, MsProject, SharePoint IT Project Manager, Laurentian Bank, Montreal, Canada 2013 * Executed detailed planning of project activities and approach, considering issues, complexity, stakeholders and linkages with other projects. * Led operational coordination of the internal and external teams and stakeholders involved in the various projects, see to the quality control of the work, the identification of standards, methods and procedures to be applied for the project. * Proposed all deliverables to meet business objectives and priorities while respecting the agreed agreements, costs and schedules. * Developed risk analysis, impacts and related strategies taking into account various factors in order to manage the level of risk of the project. * Implemented requested changes, the experimentation of solutions and the implementation strategy. * Ensured the management and execution of various mandates or strategic or highly complex files in support of his/her immediate superior. * Delivered accurate reports and presentations to Steering Committee and decision-making bodies. Key Projects: FATCA $1.5M | Bordeaux/Titrisation $2M. Tools used: Microsoft suite, Teams, Agile, Waterfall, plan view, MsProject, SharePoint Portfolio & Program Project Controller, Rona Inc., Montreal, Canada 2010 to 2012 * Delivered reports to senior director and the VP, the financial controller responsible of the follow-up every aspect of the project’s portfolio of over $60M. * Directed project team and developed effective project methodology with a keen focus on accomplishing projects within time and budgetary constraints. * Led meetings with senior director and the VP on monthly basis for an informed decision-making. Key Projects: POS | OCA | Oracle Financial | Redesigning RONA’s site | EMV Desjardins | Air Miles Cash Key Contributions: Jean-Rony Borgelin P a g e |9 • Developed a dashboard presenting financial indicators of the projects, facilitating the decision-making during the revision of the portfolio. • Created an analysis tool of projection of the projects to facilitate project planning and implementation. • Scheduled calendar of the financial events of the PMO, it allowed to improve the coordination of the tasks at the end of month for the users. • Developed a database allowing a consolidation of the ROI by projects, this report allows to follow the evolution of profits, to compare the projects, and to prioritize the most profitable projects. Tools used: Microsoft suite, Teams, Agile, Waterfall, Oracle, MsProject, SharePoint, Clarity IT Financial Analyst / Project Portfolio @ Rona inc, Canada 2009 to 2010 Reporting to the IT Financial Director, the analyst is responsible for supporting the operational directors and IT project managers and ensuring budget tracking for each cost center, as well as supervising 2 employees. Achievements: • Developed management tools and reports to standardize procedures across the IT sector. • Automation of month-end files, resulting in a 50% reduction in month-end execution time (from 5 days to 2.5 days). • Implemented a schedule of activities for the budgeting process, improving coordination of deadlines. Tools used: MS Project 2003, Word, Excel, PowerPoint, PA Oracle (Project accounting), Visio, Clarity Methodologies: PMBok, methodology in place Financial & Treasury Analyst - MAAX BATH INC. - Head office, Canada 2007 - 2009 Reporting to the Director, the Financial & Treasury Analyst is responsible for managing cash daily, analyzing cash requirements and preparing management reports. Prepares financial statements (Balance Sheet and Income Statement). Makes short- and medium-term investments and loans. Conducts US, EURO and CAD currency transactions (Spot/Swap). Produces and analyzes sales report variances. Achievements : • Reduced the number of bank accounts from 12 to 6, to enable better management and a bank charges. • Developed a cash-flow forecasting model, making it possible to predict cash levels a few months in advance, the level of cash on hand and, by the same token, make investments accordingly. Tools used: MS Project 2003, Word, Excel, PowerPoint, PA Oracle (Project accounting), Visio, MsProject, Hyperion Jean-Rony Borgelin P a g e | 10 Financial Analyst - Fujitsu (DMR) – Headquarters, Canada 2005 - 2007 Reporting to the Director, the Analyst is responsible for supporting the business units and ensuring budget tracking. Prepares the annual operating budget for several cost centers. Produces reports on sales trends and variances. Analyzes project costs against forecasts. Achievements: • Improved execution of management reports using dynamic tables and macros. reduced execution time (from 2h to 1h). Tools used: MS Project 2003, Hyperion, Word, Excel, PowerPoint, PA Oracle (Project accounting), Visio, Clarity Accountant analyst - Movenpick - Headquarters, Canada 2001 - 2005 • Accurately recording all incoming and outgoing financial transactions, including sales, purchases, payments, and receipts. • Keeping the general ledger updated, which includes all accounts and their balances. • Comparing bank statements to internal records to ensure accuracy and identify discrepancies. • Managing accounts payable (bills and invoices due) and accounts receivable (money owed to the business). Tools used: Word, Excel, SAP Entrepreneurial Experience Founder 2017 to present Founder of a solution about personal development. 360GAP allows people to identify their soft skills profile through their network, understand their data, then put a solution in action according to their objectives. We also provide corporate solutions to leverage soft skills within the teams and employees. www.360gap.com CPAI 2018 to 2020 CPAI is a consortium that regroups IT professionals. The objective is to be a key player in Africa Digital transformation by leveraging diaspora’s skills and experts. www.cpai.tech 360GAP Co-founder FaaRon & Associates 2013 to present FaaRon & Associates is a company specializing in project management consulting and financial accounting services. Founder Dokpam Founder 2020-present Dokpam is a medical and wellness technology marketplace that connects providers in the healthcare & wellness industry. It offers telemedicine, appointment scheduling and teleexpertise and well-being services and products. www.dokpam.ca Jean-Rony Borgelin P a g e | 11 Education – Credentials - Interests Bachelor of Business Administration, UQAM, Montreal, Quebec Master’s in project management, UQAM, Montreal, Quebec - In Progress Certifications: Microsoft Certification | Project Management Certification (PMP) - In Progress Technical Proficiencies: MS Project 2010 et 2013, Web Access, EPM 2010, Share Point (EPM), Word, Excel, PowerPoint, Access, Oracle, SAP, Clarity, Project Costing, Service Now, Plan view, Asana, NetSuite, Google Suite, Slack, Trello, Airtable, HTML, Confluence, PHP, MySQL, Sketch, and Shopify, React-Native, Laravel, JDE, Hyperion, Workforce Planning, SmartView, Oracle EPM, CMS, JavaScript, Redmine Interests: Blockchain, Crypto currency, smart contract, AI, Audiobooks, Football Languages: English, French