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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.…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

Project Manager, AI Strategy Consultant, Data Analyst, +2

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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.…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.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Intermediate

Intermediate

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.