Allen Shulman, CPA, CA

Vice President & CFO at Global Partner Solutions
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Montreal, Quebec, Canada, CA

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Canada
    • Operations Consulting
    • 1 - 100 Employee
    • Vice President & CFO
      • Apr 2019 - Present

      Dorval, Canada Area Responsible for overseeing all financial aspects of the business and proactively advising the CEO and COO on a regular basis. Responsible for the identification of areas for cost reduction and operational & system improvements, annual budget process, and periodic analysis of operations performance in order to increase overall Company profitability and to achieve its targeted EBITDA.

    • Canada
    • Pharmaceutical Manufacturing
    • 1 - 100 Employee
    • Executive VP & CFO
      • May 2016 - Feb 2019

      Vaudreuil-Dorion Responsible for overseeing all financial aspects of the business and proactively advising the CEO and Executive VP’s on a regular basis. Responsible for the identification of areas for sales improvement ,cost reduction and operational improvements, annual budget process, and periodic analysis of operations performance in order to increase overall Company profitability and to achieve its targeted EBITDA.

    • Canada
    • Software Development
    • 1 - 100 Employee
    • SVP Corporate Business Development
      • May 2010 - Jan 2016

      Montreal, Canada Area STRENGTHS: − A proven track record leading, building and growing technology focused organizations for significant shareholder returns. − An active strategic advisor to President with demonstrated success in contributing to and effectively executing on corporate goals. − Superior professional qualifications and results orientation driven to deliver. − A recognized reputation for integrity and performance with bankers, investment groups, shareholders, boards, customers and employees.… Show more STRENGTHS: − A proven track record leading, building and growing technology focused organizations for significant shareholder returns. − An active strategic advisor to President with demonstrated success in contributing to and effectively executing on corporate goals. − Superior professional qualifications and results orientation driven to deliver. − A recognized reputation for integrity and performance with bankers, investment groups, shareholders, boards, customers and employees. − Strong international business acumen with outstanding results in multiple strategic initiatives including successful M&A’s, integrations and consolidations for operational efficiencies. − Superior communication, presentation and negotiating skills, with uncompromising standards and professionalism.

    • CFO
      • Sep 2002 - Jan 2016

      Montreal, Canada Area − Led, orchestrated and structured the sale of Posera to HDX in 2010. Negotiated the maximum value for the original shareholders of 60 times their original investment in 10 years. Post-acquisition was challenged with building the reseller business. Managed pricing, discounts, and structured successful deals. Responsible for creating many strategic partnerships with complementary software and hardware companies, including revenue sharing and customer sharing models which increased… Show more − Led, orchestrated and structured the sale of Posera to HDX in 2010. Negotiated the maximum value for the original shareholders of 60 times their original investment in 10 years. Post-acquisition was challenged with building the reseller business. Managed pricing, discounts, and structured successful deals. Responsible for creating many strategic partnerships with complementary software and hardware companies, including revenue sharing and customer sharing models which increased corporate revenue performance. − Responsible for overseeing several branch offices at Posera, including management of remote teams, development of reporting tools to monitor performance and strong controls to grow profits.

    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Manager, Vice President & Director
      • Jan 1999 - Aug 2002

      Montreal, Canada Area − As a Senior Manager in the Reorganization Services team at Deloitte, he worked on over forty mandates with responsibilities of restructuring and reporting of underperforming companies for banks and other financial institutions. In addition, he worked on one large refinancing of senior debt for a public company for sixty million dollars and the sale of one of its divisions. Subsequently, he was promoted to Vice President & Director in Corporate Finance for Deloitte working on sales… Show more − As a Senior Manager in the Reorganization Services team at Deloitte, he worked on over forty mandates with responsibilities of restructuring and reporting of underperforming companies for banks and other financial institutions. In addition, he worked on one large refinancing of senior debt for a public company for sixty million dollars and the sale of one of its divisions. Subsequently, he was promoted to Vice President & Director in Corporate Finance for Deloitte working on sales, acquisitions, due diligences and private placement opportunities. Through this vast experience in consulting and restructuring, he has an in-depth knowledge of the banking industry and alternative financing sources, including different financial measuring tools used to achieve the required results for the maximum borrowing available for a business Show less

    • Construction
    • 1 - 100 Employee
    • Business Consultant
      • Apr 1998 - Jan 1999

      Montreal, Canada Area I was overseeing all financial operations as well as implementation of a new ERP system

    • Canada
    • Transportation, Logistics, Supply Chain and Storage
    • 100 - 200 Employee
    • Vice President Finance
      • Apr 1997 - Apr 1998

      Montreal, Canada Area Overseeing all financial operation of Company with an accounting staff of 20. Issued timely and accurate monthly financial statements with no adjustment by auditors at year end. Planned and prepared the entire file for annual audit. Results: Reduced financial reporting turnaround time which resulted in tighter controls of operations and allowed for early warning of financial problems which improved resolution of problems before reaching critical stages.

    • Director of Finance
      • Mar 1996 - Apr 1997

      Montreal, Canada Area − Integrated and merged two different accounting systems for Pizza Hut Franchisees and Cultures restaurants during a corporate merger. Responsible for consolidation plans and a detailed one-month timetable and plan of action. Prioritized all necessary tasks and managed communications to key personnel. Results: reduced head office expense by an estimated $300,000 annually. Additionally worked to improve timeliness of financial reporting. Analyzed current weaknesses in accounting system and… Show more − Integrated and merged two different accounting systems for Pizza Hut Franchisees and Cultures restaurants during a corporate merger. Responsible for consolidation plans and a detailed one-month timetable and plan of action. Prioritized all necessary tasks and managed communications to key personnel. Results: reduced head office expense by an estimated $300,000 annually. Additionally worked to improve timeliness of financial reporting. Analyzed current weaknesses in accounting system and staff. Re-organized job responsibilities and implementation of new systems resulting in clear, on-time financial reporting that related to short- and long-term performance objectives and targets for the organization. Show less

    • Controller
      • Sep 1992 - Mar 1996

      Canada Controller

    • Canada
    • Professional Services
    • 400 - 500 Employee
    • Supervisor
      • Jul 1987 - Sep 1992

      Montreal, Canada Area

Education

  • McGill University
    Diploma in accounting, Accounting
    1988 - 1989
  • Concordia University
    Bachelor of Commerce (B.Com.), Accounting
    1985 - 1988
  • Vanier College
    DEC, Accounting and Business/Management
    1983 - 1985
  • CPHS
    1978 - 1983

Community

You need to have a working account to view this content. Click here to join now