Jean Lavoie

Senior Consultant @ATB Financial

Toronto, CA

Product Control & Valuations Leadership EngagementLeading an independent review of Product Control and Valuation functions with accountability for assessing P&L production, valuation methodologies, reserve governance, and control frameworks. Providing senior-management recommendations on ownership models, Front Office–Product Control interaction, and escalation governance.End-to-end evaluation of trading infrastructure across Front Office, Middle Office, and Finance, with specific focus on:• P&L explain and attribution frameworks• Independent Price Verification (IPV) and valuation control design• Model usage, valuation adjustments, and reserve policy governance• Control points supporting daily, monthly, and quarterly closeTarget Operating Model design for a scalable Product Control and Valuations organization, including:• Clear functional mandates and RACI across Front Office, Product Control, and Finance• Leadership span-of-control and management layering• Role definitions for Heads of Product Control, Valuations, and Control leads• Staffing, capability, and succession planning recommendationsPosition Product Control and Valuations as a second-line risk and control partner to Front Office, while maintaining independence, transparency, and audit defensibility.

Concordia University

Bachelor’s Degree

Université de Montréal

Master of Science (M.Sc.)