Experience

Auxly

• Canada
• Consumer Goods
• 100 - 200 Employee

• Chief Financial Officer

  • Feb 2019 - Present



EnerCare Inc.

• V.P. Finance and CFO (interim 2018)

  • Jun 2008 - Feb 2019

  Brian's experience at Enercare includes the following significant areas:M&A - numerous asset and share transactions totalling more than $5B, including full due diligence, transaction funding, public reporting, post merger integration and synergies.Contribute to the growth (organic and acquisitive) of the company from 8 to approximately 5,000 employees and increase revenues seven fold to $1.3B.Complete cycle financial reporting experience for two public entities, inclusive of the MD&A, Financial Statements, AIF, MIC, shelf prospectus, AGM and investor relations.Treasury activities include experience in public Canadian bonds, bank loans, credit facilities and exposure to the U.S. private placement market. Transacted over $2B.System implementations include Oracle Hyperion, Oracle CC&B, Multiview financial systems. Current projects include Sales force and SAP.Develop and manage a large team of finance professionals.



MonneyConnect Inc.

• V.P. Finance

  • 2006 - 2008

  Working in this privately held start up, Brian contributed to the establishment of the corporate structure while developing the reporting capabilities and policies of the company. He was responsible for financial reporting, budgets and worked closely with the CEO and board to build the business. Working in this privately held start up, Brian contributed to the establishment of the corporate structure while developing the reporting capabilities and policies of the company. He was responsible for financial reporting, budgets and worked closely with the CEO and board to build the business.



Wells Fargo Financial

• V.P. Financial Planning and Administration

  • 2001 - 2006

  The Canadian division of Wells Fargo Financial, specialized in consumer mortgages, auto financing, personal loans and sales financing. Canadian assets were greater than $4 Billion with more than 2,400 associates in over 150 store locations across the nation.Brian was primarily responsible for the Financial Planning and Analysis group. The group supported business growth through product profitability; vintage analysis; pricing design, support and deployment; and compensation plans. These contributions led to asset growth of >200% in 3 years. As the most senior finance member of the company, Brian worked closely with the CEO and frequently presented business plans and operating results to the US executive team.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Director of Planning; Marketing Manager; Internal Audit

  • 1991 - 2001

  Brian held three different roles during this time period, progressing to Director of Planning where he oversaw the development of forecasts and annual plans for a national network of more than 300 branch offices, head office and credit card divisions. Brian held three different roles during this time period, progressing to Director of Planning where he oversaw the development of forecasts and annual plans for a national network of more than 300 branch offices, head office and credit card divisions.