Jason Williams

3699 63 Ave NE · Calgary, AB, T3J 0G7 · (825) 257-5025 · j@son-williams.ca

I've built my career on the notion that how work gets done is as impactful to results as what that work is. Most recently I've been leading the effort to bring ATB's ten year retail strategy to life.

Along the way I've developed an expertise in product management, lean six sigma, design thinking, agile software development, process management and gained experience in recruitment, coaching and people development, data visualization and even a little web development.

Skills & Expertise

Product Management

  • Product strategy and roadmap development
  • Project charter development
  • Design thinking; Design sprint facilitation
  • User story mapping
  • Agile product ownership
  • Backlog grooming
  • Prioritization

Project Management

  • Business case development
  • Stakeholder management
  • Agile project management, especially Scrum
  • SAFe
  • Quality metric definition and control
  • Work breakdown and scheduling
  • Budgeting
  • Change management
  • Risk management
  • Communication planning

Lean Six-Sigma

  • 6σ project management (DMAIC and DMADV)
  • Value stream mapping
  • Value-add analysis and waste (muda) reduction
  • Kaizen facilitation
  • Root causes analysis
  • Visual management
  • Kanban

Business Analysis

  • Opportunity evaluation
  • Requirement elicitation and documentation
  • Process and workflow modelling
  • Risk assessment, tracking and management
  • Solution analysis
  • Solution validation and assessment
  • Functional design

Business Technology

  • Google G-Suite
  • Microsoft Office suite, including Visio, Project
  • JIRA
  • Confluence
  • Microsoft SharePoint
  • ARIS (business process modelling and management tool)
  • Google Data Studio
  • SAP (including SAP personas)
  • VBA, Google Apps Script, JavaScript
  • MiniTab (6σ statistical analysis tool)

Experience Highlights

See more of my career experience on my LinkedIn profile.

Director, Strategic Initiatives

ATB Financial · Calgary, Canada

My team and I are responsible for taking ATB's strategies that relate to our retail branch network and turning them into concrete actions. We lead, assemble cross-functional teams to take on, and are responsible for the successful delivery of all manner of projects that support a vision of banking for the next decade.

October 2020 - Present

Senior Manager, Intelligent Process Automation

ATB Financial · Calgary, Canada

As a product manager for automation I brought together elements of design thinking and Lean with techniques for process management and Agile project management to help grow ATB’s capabilities in intelligent process automation.

I led squads responsible for automating loan servicing, Mastercard and deposit maintenance processes, and also established a federated model that established a centre of excellence within the automation team while decentralizing ATB's automation capabilities.

January 2018 - October 2020

Manager, Work Reimagined Labs

ATB Financial · Calgary, Canada

Responsible for helping teams across the organization reimagine their business processes to better take advantage of new, more collaborative tools. My focus was on establishing a framework and a playbook for this that borrowed heavily from the “Design Sprint” methodology for design thinking popularized at Google Ventures. I led a team of lab facilitators.

September 2017 - January 2018

Project Manager, Retail Financial Services

ATB Financial · Calgary, Canada

Expanding upon my already proven ability to lead projects from inception to completion on time and on budget, the project manager role afforded me the opportunity to build and lead effective project teams. Responsible for project planning, management of project stakeholders, communication, risk, schedule, budget, quality, and ultimate successful delivery of projects.

My primary focus was leading projects within the retail arm of the bank, I also acted as a single point of contact representing the retail banking business unit on large-scale, enterprise wide initiatives, playing a leading role in stakeholder, resource and organizational change management.

November 2014 - September 2017

Senior Business Analyst, Business Transformation

ATB Financial · Calgary, Canada

Working with the Business Transformation team allowed me to take the work I had been doing on behalf of ATB's Customer Acquisition and Care teams for some time and apply the same approach, methodologies and tools to initiatives with a broader scope and wider benefit.

Taking on a mix of business analysis and project management functions, my primary focus was working closely with technical partners and stakeholders, using six sigma and lean methodologies to deliver optimized business processes along with technology that supported and complimented them.

May 2013 - November 2014


Extension Certificate, Project Management

Mount Royal University · Calgary, Canada

Achieved an A+ grade in a project management extension certificate. This program provides a thorough foundation in the project management knowledge areas recognized by the project management institute. It also provides the foundation to prepare for the Certified Associate in Project Management (CAPM)® and Project Management Professional (PMP)® credential.

2014 - 2016

Extension Certificate, Business Analysis

Mount Royal University · Calgary, Canada

Achieved an A+ grade in a business analysis extension certificate. This course explored the role and responsibilities of today’s business analyst, including industry recognized skills, tasks and knowledge areas.

2011 - 2012


Gorseinon Tertiary College · Swansea, United Kingdom

Achieved A-Level qualifications in Mathematics (Pure & Statistics), Economics and Computer Science, and an AS-Level qualification in Accounting.

1997 - 1999

General Certificate of Secondary Education

Pontarddulais Comprehensive School · Swansea, United Kingdom

Achieved GCSEs (UK equivalent of high-school) in English, English Literature, Mathematics, Science (double award), Information Systems, History, Music, French and German.

1992 - 1997


First Aid

Standard First Aid, Level C CPR and AED

St John Ambulance Canada; Awarded October 2011

Call Handling

Call Handling Operations NVQ, Level 3

City & Guilds UK; Awarded 2005

Call Handling NVQ, Level 2

City & Guilds UK; Awarded 2003

Customer Service

Customer Service NVQ, Level 2

City & Guilds UK; Awarded 2003


Connected RPA Delivers A Digital Workforce

Computerworld · June 2019

Robotic Process Automation is poised to make a positive impact on how work gets done. At the recent Blue Prism World event in Orlando, the potential for RPA was center stage. Find out what connected RPA can do for business - today and tomorrow.

This Canadian financial institution disrupted their industry with AI!

AI Week · August 2018

Any discussion of insurgents in the financial services industry and companies using artificial intelligence (AI) to get business value from their data would be incomplete if it didn't include ATB Financial, the largest Alberta-based financial...

Why ATB Financial moved its entire organization to G Suite

TechRepublic · March 2018

This financial institution shares the changes and challenges it experienced while transitioning to G Suite.

High-tech bank helps Edmonton's homeless access financial services

CBC · September 2017

In what's believed to be a first for Alberta, a bank is using biometric technology to help homeless people manage their money.