Open to New Opportunities

Adrian Ma

CPA-backed Strategy Consultant and Product Leader with 5+ years at Capco and Deloitte. Turning complex financial and technical challenges into executive-ready insights and measurable outcomes.

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Years of Experience
$0M
Savings Gap Modeled
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Languages Spoken
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Deloitte Silver Dot Award
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Tier-1 Financial Industry Clients
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About Me

Strategy. Product. Finance.
All in one.

I'm a Senior Consultant at Capco with a rare blend of CPA-level financial rigor, Big 4 audit depth, and hands-on Agile product delivery. I've led transformative engagements across Tier One banking, payments, and insurance — translating messy operational realities into clear strategy and measurable outcomes.

Whether building a $550M cost optimization financial model for a national bank, designing a FAIR + Monte Carlo cyber risk framework, or steering two cross-functional Agile squads to launch a mission-critical Real-Time Rails fraud platform — I bring the same relentless focus on impact.

I'm equally at home presenting to a C-suite as I am in a product backlog session or reviewing ITGC exceptions. That breadth is rare — and it's what I bring to every engagement.

CPA Ontario SAFe Scrum Master Strategy Consulting Product Management Financial Modeling IT Audit Risk Advisory Cyber Risk Agile / SAFe
Strategic Impact

Built and owned a multi-year financial forecasting model bridging a $550M savings gap for Canadian Personal and Business Banking through FY30.

Executive Presence

Master storyteller who has influenced multi-million dollar investment decisions at the C-suite level across Big Five banks and Tier One insurers.

Product Delivery

Led two Agile squads (UX, Engineering, QA) from discovery through UAT for a high-visibility Real-Time Rails fraud platform at a major payments provider.

Risk & Compliance Expertise

Deep command of SOC 1/2, ISO 27001, NIST CSF, COBIT, ITGC, and ICFR — developed across 3+ years of specialized assurance work at Deloitte Canada.

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Work Experience

Where I've Made an Impact

Capco August 2024 – Present
Senior Consultant
Strategy Consultant — Cost Optimization & Business Transformation · Tier One Bank
February 2026 – Present
  • Created and owned a strategic financial forecasting model bridging a $550M savings gap for Canadian Personal and Business Banking through FY30, integrating target roadmaps and multi-year cost drivers.
  • Evaluated legacy banking workflows to identify high-potential areas for AI integration, developing business cases for automation initiatives to reduce long-term technical debt.
  • Synthesized complex financial datasets into executive-level insights, enabling leadership to prioritize high-impact initiatives and optimize resource allocation across the enterprise.
  • Partnered with cross-functional business segment leaders to translate operational requirements into a unified financial strategy aligned with the bank's long-term transformation roadmap.
Strategy Consultant — Cybersecurity Team · Tier One Insurance Provider
November 2025 – January 2026
  • Built a sophisticated cyber risk quantification framework using FAIR methodology and Monte Carlo simulations, translating complex risks into actionable business insights.
  • Synthesized technical model outputs into a high-impact C-suite package, successfully influencing multi-million dollar strategic investment decisions.
  • Hosted 3-day workshops providing strategic direction on cyber risk quantification; delivered a 6-month future state roadmap bridging current limitations and long-term business objectives.
Product / Delivery Manager — RTR Fraud Platform · Tier One Payments Provider
February 2025 – October 2025
  • Led two cross-functional Agile squads (UX, Engineering, QA); owned the end-to-end product roadmap, backlog prioritization, and delivery timelines for a high-visibility Real-Time Rails fraud platform.
  • Led the discovery-to-launch lifecycle for three major product milestones (UAT, industry testing), managing inter-team dependencies and technical trade-offs to ensure on-time delivery.
  • Championed the product vision to senior leadership and the EPMO, using data-backed insights to gain alignment on feature prioritization and risk mitigation strategies.
  • Facilitated rapid feedback loops and retrospectives to iterate on product features, improving squad velocity and ensuring the final build met all PRD requirements.
Strategy Consultant — Enterprise Protect Division · Tier One Bank
August 2024 – January 2025
  • Led governance and program management structure for enterprise risk management to address MRA requirements, presenting to Senior Manager, AVP, and VP levels.
  • Led the rollout of new workflow stages within the GRC system, bridging business stakeholders and technical developers to ensure the solution met real-world user needs.
  • Conducted key analysis of thematic issues, red key risk indicators, and high residual risk control exceptions, recommending elevation decisions with business information security officers and VPs.
Deloitte Canada June 2020 – August 2024
Multiple Roles — Risk Advisory, IT & Specialized Assurance, Internal Audit
Senior Consultant — Risk Advisory, IT & Specialized Assurance
December 2023 – August 2024
  • Tested ITGC and ICFR controls at application, database, and server level across Windows, AIX, Linux, Mainframe, AWS, SAP, AS400, and databases including MS SQL, Oracle, DB2, and PostgreSQL.
  • Assessed sufficiency of cybersecurity programs for clients and analyzed the impact of cybersecurity breaches, providing remediation guidance.
  • Spearheaded requests for proposals for future projects, successfully landing 3 new client opportunities for the organization.
Consultant — Risk Advisory, IT & Specialized Assurance
September 2021 – November 2023
  • Effectively identified breaches in compliance and developed and communicated recommendations for deficiencies to improve control effectiveness and governing policies across a wide range of clients.
  • Provided clients with guidance and recommendations to execute data conversions and system implementations successfully.
Financial Analyst — Controllership
June 2020 – December 2020
  • Performed data analysis on SAP extracts, developed control testing templates in Excel, and completed data flow mapping with MS Visio.
  • Prepared journal entries, financial statements, and reconciliations in accordance with financial reporting standards.
  • Tested and designed controls for user access review, logical access, and segregation of duties.
University of Toronto — Faculty of Arts & Science Finance Office Jan 2019 – Aug 2019
Financial Officer Co-op
  • Pivotal role in the implementation of the annual budget (approx. $600M) in SAP; developed budget analysis skills and managed year-end reconciliation processes.
  • Accurately recorded and processed 1,000+ accounting transfers, debit memos, and funding transactions within SAP.
  • Performed first-level audits on financial statements from over 60 external units and verified records of 650+ employees in HRIS.
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Expertise

Skills & Tools

Strategy & Consulting
Business Transformation Cost Optimization Financial Modeling Executive Presentations FAIR Methodology Monte Carlo Simulations Process Mapping Stakeholder Management
Product & Delivery
Product Roadmapping Backlog Management Agile / SAFe Sprint Planning UAT Management EPMO Governance Risk Management Retrospectives
Risk & Compliance
SOC 1 / SOC 2 ISO 27001 NIST CSF COBIT Hi-Trust ITGC ICFR Cyber Risk Quantification GRC Systems Control Testing
Data & Analytics
Power BI Tableau Excel (Advanced) SQL SAP Archer MS Access MS Visio
Tools & Platforms
Jira Confluence SharePoint FIS HRIS PowerPoint AWS
Systems & Environments
Windows / AIX / Linux Mainframe AS400 MS SQL Oracle DB DB2 PostgreSQL SAP ERP
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Certifications

Credentials & Training

Certified SAFe® Scrum Master

Scaled Agile Inc. · 2025

Career Essentials in Data Analysis

Microsoft & LinkedIn · 2024

SQL: Data Reporting & Analysis

LinkedIn Learning · 2023

Data Analytics: 1 Foundations

LinkedIn Learning · 2023

From Excel to Tableau

LinkedIn Learning · 2023

Financial Information System (FIS) Standard Curriculum

2019

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Education

Academic Foundation

CPA Ontario

Chartered Professional Accountant

Successful CFE Writer
  • Common Final Examination — Passed (September 2023)
  • Canada's premier accounting designation
  • CPA designation pathway completed
University of Toronto Scarborough

Bachelor of Business Administration

Management Co-op · Specialist in Accounting · Class of 2021
  • CGPA: 3.79 / 4.0
  • Dean's List: 2018, 2019, 2020, 2021
  • Teaching Assistant — Intro to Financial Accounting II
  • Management Co-op Program
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Recognition

Awards & Achievements

Deloitte Silver Dot Award — Outstanding Contribution

Awarded three times: December 2022, March 2023 & June 2023

Dean's List — University of Toronto Scarborough

Four consecutive years: 2018, 2019, 2020 & 2021

Ernst & Young Scholarship in Commerce

$5,000 · 2020

Frank Faubert Scholarship — University of Toronto Scarborough

$12,000 · 2017

Ontario Volunteer Service Award

2015 · Recognized for dedicated community service

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Reference

Trusted by Industry Leaders

The most valuable member of our Squad

Adrian was absolutely critical to the success of our team, and I can confidently say he was the most valuable member of our Squad. We all felt incredibly lucky to have had Adrian assigned to our Squad from Capco.

I never hesitated for a moment — complete trust in Adrian's ability

There were times where I, as the Product Manager, was unexpectedly pulled into an urgent matter and I would ask Adrian to take over some of my responsibilities. I never hesitated for a moment because I had complete trust in Adrian's ability to manage our Squad and communicate with me.

Earning the trust of engineers, designers, risk partners, and senior leadership alike

Adrian led two cross-functional agile squads spanning design, engineering, UX, and QA. He navigated complex inter-team dependencies and made thoughtful technical trade-offs with maturity and confidence, earning the trust of engineers, designers, risk partners, and senior leadership alike.

Adrian embodies the traits of an excellent Product Manager

I can say with a very high degree of confidence that Adrian embodies the traits of an excellent Product Manager and I would be referring him to a position on our team in an instant if we had any openings. He thrives in fast-paced environments and consistently delivers products that create real business and customer value.

Any team would be lucky to have him

I would highly recommend Adrian for future Product Manager roles, particularly in fintech, payments, or platform-oriented organizations where strong execution, sound judgment, and ownership are critical. Any team would be lucky to have him.

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Contact

Let's Build Something Together

Whether you're looking for a strategy consultant, a product leader, or a finance-meets-technology expert — I'd love to connect and explore how I can drive impact for your organization.

(437) 344-3173 adrianmacy19@gmail.com LinkedIn Profile Download Resume

Based in Toronto, Ontario · Open to remote & hybrid opportunities