Consulting and Project Management

By: Ensom  09-12-2011
Keywords: Project Management, Credit Unions, financial institutions

James R. Ensom, CA is a management consultant based in Vancouver, BC, providing a wide range of consulting services to credit unions and other financial institutions in Vancouver, British Columbia and across Canada.  With over 32 years of experience in financial services, my goal is to provide quality services and value to my clients.

I have worked extensively with senior credit union Executives and Directors for over 19 years. 

What I Do

Since 1997, I have been assisting credit unions and other financial institutions with strategy, policy development, profitability enhancement, treasury management, mergers/acquisitions and general financial and technology management and support.  I am also an experienced project manager, and have led a substantial number of banking system conversions as well as an assortment of other projects and initiatives.

My background includes many years of management experience in both the financial and technology fields.  This combination provides Clients with a potent resource, particularly when planning and managing technology projects.

I take pride in my ability to creatively break ground in new areas, start-up situations or with project situations that have not been previously undertaken.  In such assignments, I can translate Client objectives into implemented solutions.

The approach taken with assignments always emphasizes achieving a transfer of knowledge and experience to your Management and staff.  This ensures that you receive the greatest value and the highest rate of return on your investment in consulting services.

What I Deliver

With my assignments, I work carefully with my Clients to ensure that I have a clear, documented engagement, outlining my work schedule and deliverables.  My work is carefully planned and managed to ensure that my commitments are respected.  It is not uncommon for assignments to be completed in less time than estimated.  Written reports are well-written, well documented and professional, and are carefully reviewed with Clients to ensure accuracy and quality control.

My Qualifications

I have over thirty-two years experience with financial institutions, including banks, trust companies and credit unions.  My expertise is in the finance, treasury, project management, technology and profitability improvement areas.  I have served as Chief Financial Officer at three financial institutions, and have held senior financial positions with financial institutions since 1988.  I have worked with a range of financial institutions over the years including Westminster Savings Credit Union, Maple Ridge Community Credit Union and First City Trust.  My education includes earning a Bachelor of Commerce (Honours) degree from Queen’s University.  I earned my CA designation working with Price Waterhouse & Co. in Toronto, and achieved my Certified Internal Auditor (CIA) designation shortly thereafter.  More recently, I earned the Project Management Professional (PMP) designation.

Keywords: Banking System, credit union, Credit Unions, financial institutions, Project Management