Tony Serio
About Tony Serio
Tony Serio serves as the Team Leader for Corporate Banking at Intact Financial Corporation, where he has worked since 2014. He has a background in finance and management, with previous roles at Guardian Insurance and notable achievements in process improvement and team engagement.
Work at Intact Financial Corporation
Tony Serio has been serving as the Team Leader of Corporate Banking at Intact Financial Corporation since 2014. In this role, he has successfully led various initiatives to enhance operational efficiency. Notably, he spearheaded a four-month automated Oracle daily reconciliation project that was completed on time and within budget, resulting in the elimination of 30 monthly manual banking reconciliations. Additionally, he increased the team engagement score by 27 percentage points during his first year as Team Leader. Prior to this position, he worked as Team Leader for Financial Systems & Budgets at Intact from 2011 to 2014.
Previous Experience at Guardian Insurance
Before joining Intact Financial Corporation, Tony Serio worked at Guardian Insurance as a Planning/Budgeting Analyst from 1991 to 1999. During his eight years in this role, he was based in the Toronto, Canada Area. His responsibilities included financial planning and budgeting, contributing to the overall financial management of the organization.
Education and Expertise
Tony Serio holds a Bachelor's degree in Finance & Math for Commerce from York University, which he completed from 1988 to 1991. He also studied Business Administration and Management at Seneca College, earning a diploma from 1986 to 1988. In addition, he obtained a Project Management Certificate from Ryerson University - G. Raymond Chang School of Continuing Education in 2019. His educational background provides a solid foundation for his roles in corporate banking and financial analysis.
Achievements in Corporate Banking
In his current role at Intact Financial Corporation, Tony Serio has made significant contributions to the banking team. He coordinated the Facility Association’s external audit requests, which improved the team's audit risk score from fair to good. He also identified organizational savings of $40,000 annually due to unmet contractual services by an external banking partner. Furthermore, he conducted Oracle daily reconciliation training sessions for the banking team and 24 users across all eight Finance divisions.
Process Improvement Initiatives
Tony Serio has been instrumental in streamlining banking processes within Intact Financial Corporation. He successfully consolidated and eliminated 60 daily banking processes, which led to the identification of two redundant employees. His focus on process improvement has contributed to enhanced operational efficiency and effectiveness within the corporate banking team.