Herman Li
Consultant - Sr Project Manager @BMO
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WORK HISTORY
Consultant - Sr Project Manager @BMO
BMO Commercial Bank - Client Services & ImplementationSpearheaded a Tax Reporting Compliance Initiative - Directed a complex tax compliance project to amend tax reporting rules and improve data accuracy for regulatory reporting- Coordinated with compliance, technology, and operations teams to ensure full alignment- Demonstrated exceptional communication, analytical, and organizational skills to deliver timely and accurate reporting outcomes.Led the Development of a Next-Generation Know-Your-Client (KYC) Tool- Managed an enterprise-wide initiative to enhance AML compliance and client onboarding experience- Partnered cross-functionally across four lines of businesses to gather user feedback, define requirements, and oversee product design and testing- The tool streamlined workflows from client application to execution, automating manual processes and improving turnaround times.Delivered Operational Efficiency through Process Optimization - Oversaw a process improvement project focused on procedural automation and cost reduction- Collaborated with internal stakeholders to identify inefficiencies, implement coded workflow solutions, and achieve measurable savings while maintaining high service standards.Drove Stakeholder Engagement and Governance Excellence- Regularly facilitated project steering meetings, status updates, and executive reporting to ensure transparency, accountability, and alignment across multiple project streams- Championed innovation within Client Services by identifying technology opportunities that simplified client onboarding, enhanced compliance rigor, and contributed to the bank’s broader efficiency and digital transformation goals.
EDUCATION
University of Waterloo
Bachelor’s Degree
ABOUT HERMAN LI
Experienced Project Manager with a demonstrated history of working in the capital markets industry. Skilled in Project Management, Business Process Design, Project Coordination, Agile & Waterfall Methodologies, Risk Management, Project Development Life Cycle (PDLC),and Software Development Life Cycle (SDLC). Using applications as such with Microsoft Excel, Microsoft PowerPoint, Microsoft Project, Microsoft Office, and strong Time Management skills. Strong program and project management professional with a Bachelor’s Degree focused in Honours Psychology & Arts and Business from University of Waterloo.
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