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This profile was last updated on 8/30/14  and contains information from public web pages and contributions from the ZoomInfo community.

Campus Recruitment Partner

Local Address: Chicago, Illinois, United States
Bank of Montreal
100 King Street West 1 First Canadian Place, 19Th Floor
Toronto, Ontario M5X 1A1
Canada

Company Description: Bank of Montreal (BMO), is a diversified North American financial services provider. The Company has four segments. Personal and Commercial Banking Canada offers a...   more
Background

Employment History

Web References
Clarity Advantage » Blog Archive » Simple, Neat, and Incomplete (Issue 535)
www.clarityadvantage.com [cached]
Example: Sue George, founder and president of George Engineering Services, has a problem. Her consultants and sales people are using their personal credit cards to pay for their business travel and other expenses. They are complaining a bit when George's book keeper is a little slower than expected to cut the reimbursement checks - their personal credit cards are maxed out or they have to pay the bill before George's reimbursement check arrives.
The bank sales representative suggests a corporate credit card for the traveling team members - all of the expenses will go to the corporate card, none to the consultants' personal cards. Sue likes the idea and agrees.
Accounts are set up. Cards are issued. The monthly bills arrive. Sue discovers that her book keeper has a new problem - reconciling the corporate card statement with consultant expense reports, chasing down expenses that appear on the card statement that don't appear on consultant expense reports, and figuring out to which projects the expenses should be posted.
This adds an additional 4 - 8 hours of work per month for the book keeper. New forms and procedures are needed, the book keeper's responsibilities must be rebalanced. Sue is RIPPING annoyed because she had assumed that the corporate card would simplify and streamline things … and it did not!
The bank representative solved the obvious issue - employee satisfaction and credit card availability. He never asked about other elements that Sue would need to change. So, Sue doesn't have a solution. She has a product and a headache. Simple, neat, and incomplete.
Example: Sue George, founder ...
grossmancga.com [cached]
Example: Sue George, founder and president of George Engineering Services, has a problem. Her consultants and sales people are using their personal credit cards to pay for their business travel and other expenses. They are complaining a bit when George's book keeper is a little slower than expected to cut the reimbursement checks - their personal credit cards are maxed out or they have to pay the bill before George's reimbursement check arrives.
The bank sales representative suggests a corporate credit card for the traveling team members - all of the expenses will go to the corporate card, none to the consultants' personal cards. Sue likes the idea and agrees.
Accounts are set up. Cards are issued. The monthly bills arrive. Sue discovers that her book keeper has a new problem - reconciling the corporate card statement with consultant expense reports, chasing down expenses that appear on the card statement that don't appear on consultant expense reports, and figuring out to which projects the expenses should be posted.
This adds an additional 4 - 8 hours of work per month for the book keeper. New forms and procedures are needed, the book keeper's responsibilities must be rebalanced. Sue is RIPPINGannoyed because she had assumed that the corporate card would simplify and streamline things … and it did not!
The bank representative solved the obvious issue - employee satisfaction and credit card availability. He never asked about other elements that Sue would need to change. So, Sue doesn't have a solution. She has a product and a headache. Simple, neat, and incomplete.
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