Hi, I'm Claire A. Kirkpatrick, a strategic project leader with 20+ years of experience delivering high-stakes technology and business solutions across Capital Markets, Banking, Healthcare, and the Public Sector. I translate complex challenges into clear, actionable roadmaps and engage cross-functional stakeholders at every level to drive alignment and results. I thrive in ambiguity and excel at turning complexity into executable strategy with disciplined budget and schedule management. As a Principal Advisor and Senior Project Manager, I blend financial and operational analysis with agile delivery and governance. I’m passionate about AI governance, risk management, and building resilient technology ecosystems that deliver measurable value for leadership teams, clients, and partners.

Claire A. Kirkpatrick

Hi, I'm Claire A. Kirkpatrick, a strategic project leader with 20+ years of experience delivering high-stakes technology and business solutions across Capital Markets, Banking, Healthcare, and the Public Sector. I translate complex challenges into clear, actionable roadmaps and engage cross-functional stakeholders at every level to drive alignment and results. I thrive in ambiguity and excel at turning complexity into executable strategy with disciplined budget and schedule management. As a Principal Advisor and Senior Project Manager, I blend financial and operational analysis with agile delivery and governance. I’m passionate about AI governance, risk management, and building resilient technology ecosystems that deliver measurable value for leadership teams, clients, and partners.

Available to hire

Hi, I’m Claire A. Kirkpatrick, a strategic project leader with 20+ years of experience delivering high-stakes technology and business solutions across Capital Markets, Banking, Healthcare, and the Public Sector. I translate complex challenges into clear, actionable roadmaps and engage cross-functional stakeholders at every level to drive alignment and results. I thrive in ambiguity and excel at turning complexity into executable strategy with disciplined budget and schedule management. As a Principal Advisor and Senior Project Manager, I blend financial and operational analysis with agile delivery and governance. I’m passionate about AI governance, risk management, and building resilient technology ecosystems that deliver measurable value for leadership teams, clients, and partners.

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Language

English
Fluent

Work Experience

Principal Advisor, AI Strategy & Technology at Clairity Consulting
September 30, 2025 - Present
Direct strategic initiatives for small-to-medium enterprises at the intersection of AI governance and technology integration; deliver AI strategy workshops, fractional strategy & project delivery, and governance guidance to enable sustainable transformation.
Senior Manager, Treasury Technology; Project Manager at Central 1 Credit Union
June 1, 2016 - October 1, 2025
Lead treasury and capital markets technology solutions; manage end-to-end projects ($50K–$3M); champion agile delivery across waterfall environments; oversee enterprise software implementations, RFPs, vendor relationships, and SOC2/CSOX compliance; develop client portals and training to improve adoption.
Senior Business Analyst & Associate Project Manager at Central 1 Credit Union
August 1, 2009 - June 1, 2016
Drove modernization projects across Treasury, Finance, Payments and Infrastructure; co-led the multi-year core platform implementation with integrations to Workday, Salesforce, and client portal; led BRD, vendor selection, UAT, data migration, and change management.
Business Analyst Consultant at Various Clients
August 31, 2002 - July 31, 2009
Led cross-industry business analysis for healthcare, housing, and financial services; facilitated requirements elicitation, BRDs, UAT, data mapping, process documentation, and adoption activities across client projects.
Principal Advisor at Clairity Consulting: Strategy, AI & Technology, Project Delivery
October 1, 2025 - Present
Provide independent project leadership services across strategy, technology, and business transformation. Lead complex, cross-functional projects and programs in technology, business transformation, and AI initiatives with structured execution discipline, budget accountability, and stakeholder alignment. Design and deliver practical AI governance frameworks, risk assessments, acceptable use policies, and compliance plans; translate organizational goals into executable roadmaps.
Senior Project and Operations Manager, Treasury Technology at Central 1 Credit Union
June 1, 2016 - October 1, 2025
Integrated project management, business analysis, team leadership, and stakeholder engagement to deliver treasury and capital markets technology solutions across internal departments and external Credit Union partners in BC, Ontario, Manitoba, and Atlantic regions. Managed multiple concurrent end-to-end projects (budgets $50K–$3M); developed financial models and benefit realization reporting; led agile delivery across treasury, risk, finance, and back-office systems; oversaw vendor relationships and compliance with SOC2/CSOX.
Senior Business Analyst Consultant at Various Clients
September 1, 2002 - August 1, 2009
Led cross-industry business analysis across healthcare, public sector, and financial services; captured current/future state processes, BRD development, and data mapping; supported system integrations, data migration, and user adoption.
Associate Wealth Advisor & Branch Administrator at Raymond James Canada Ltd.
January 1, 1997 - January 1, 2002
Supported discretionary portfolio management for $100M in client assets; managed client onboarding, reporting, trade support, and service delivery; administered branch operations, regulatory filings, and client data management; developed investment policy documentation and performance reporting.

Education

MBA, Management of Technology at SFU Beedie School of Business
September 3, 2024 - July 31, 2026
Bachelor of Science, Finance at Cornell University
September 3, 1991 - April 28, 1995
MBA, Management of Technology at SFU Beedie School of Business
January 1, 2026 - April 22, 2026
PMP Certification (Project Management Professional) at PMI
January 1, 2022 - April 22, 2026
Professional Scrum Master I (PSM I) at Scrum.org
January 1, 2020 - April 22, 2026
Coaching Diploma: Erickson Coaching International (ACTP/EAC) at Erickson Coaching International
January 1, 2021 - April 22, 2026
UBC Business Analysis Certification at University of British Columbia
January 1, 2008 - April 22, 2026
Bachelor of Science, Finance at Cornell University
January 11, 2030 - January 1, 1995

Qualifications

Project Management Professional Certification (PMP)
January 11, 2030 - January 1, 2022
Professional Scrum Master I (PSM I)
January 11, 2030 - January 1, 2020
Coaching Diploma: Erickson Coaching International (ACTP/EAC)
January 11, 2030 - January 1, 2021
UBC Business Analysis Certification
January 1, 2008 - September 30, 2008
Project Management Professional (PMP) Certification
January 1, 2022 - April 22, 2026
Professional Scrum Master I (PSM I)
January 1, 2020 - April 22, 2026
Coaching Diploma: Erickson Coaching International (ACTP/EAC)
January 1, 2021 - April 22, 2026
UBC Business Analysis Certification
January 1, 2008 - April 22, 2026
Bachelor of Science, Finance – Cornell University
January 11, 2030 - January 1, 1995

Industry Experience

Financial Services, Healthcare, Government, Professional Services