Experience

KEV Group

• Canada
• Software Development
• 100 - 200 Employee

• Chief Financial Officer

  • Apr 2019 - 4 years 9 months

  Toronto, Canada Area Responsibilities include strategy development, forecasting, lead for capital market activities (fund raising, M&A activities, etc.), corporate development activities, board liaison, financial and operational development/reporting, cash management and human resources.



Blueprint Software Systems

• Canada
• Software Development
• 1 - 100 Employee

• CFO

  • Oct 2009 - Oct 2018

  Toronto, Canada Area Responsibilities include strategy development, forecasting, lead for capital market activities (fund raising, M&A activities, etc.), corporate development activities, board liaison, financial and operational development/reporting, cash management and human resources. Also held leadership roles for IT, Professional Services, Marketing and CEO as required during tenure.  Developed effective international and tax legal structure to allow the company to maximize operational… Show more Responsibilities include strategy development, forecasting, lead for capital market activities (fund raising, M&A activities, etc.), corporate development activities, board liaison, financial and operational development/reporting, cash management and human resources. Also held leadership roles for IT, Professional Services, Marketing and CEO as required during tenure.  Developed effective international and tax legal structure to allow the company to maximize operational efficiencies  Transitioned from a perpetual business to a SAAS business – pricing, business model/metrics, positioning and funding  Completed four private placements to fund growth, refinanced and increased debt and rationalized capital table  Developed financial and operational reporting systems to allow the Company to better manage its operations  Led M&A and liquidity strategies including developing models, decks and presentations with numerous external parties  Established and nurtured HR strategy at Company which resulted in employee engagement score of over 80% Show less



Genesis Worldwide

• CFO

  • Sep 2008 - Oct 2009

  Toronto, Canada Area Responsibilities include strategy development, forecasting, lead for capital market activities (fund raising, M&A activities, etc.), investor relations, board liaison, financial reporting, public company requirements, payroll and human resources activities.  Reorganized the company’s infrastructure which resulted in operating costs being reduced by 45%  Completed two private placements in a tough economic environment  Restructured over $2 million in overdue payables with… Show more Responsibilities include strategy development, forecasting, lead for capital market activities (fund raising, M&A activities, etc.), investor relations, board liaison, financial reporting, public company requirements, payroll and human resources activities.  Reorganized the company’s infrastructure which resulted in operating costs being reduced by 45%  Completed two private placements in a tough economic environment  Restructured over $2 million in overdue payables with vendors through a repayment program  Developed a financial and management reporting structure to allow the Company to better manage its operations  Identified over $500k in annual cost savings in non-operating expense which increased cost competitiveness Show less



Redknee

• Vice President Finance

  • May 2004 - Aug 2008

  Toronto, Canada Area Reported directly to CFO - managing tax, finance, accounting, payroll and administration. Responsibilities include ownership of financial reporting, internal control compliance, involvement in customer and vendor contract negotiations, establishment/managing of foreign entities, company-wide budgeting, financial planning, taxation planning including transfer pricing, operational reporting, treasury management, stock option plan administration and cost control.  Took leadership role in $10M… Show more Reported directly to CFO - managing tax, finance, accounting, payroll and administration. Responsibilities include ownership of financial reporting, internal control compliance, involvement in customer and vendor contract negotiations, establishment/managing of foreign entities, company-wide budgeting, financial planning, taxation planning including transfer pricing, operational reporting, treasury management, stock option plan administration and cost control.  Took leadership role in $10M USD debt fund raising and $40M CAD AIM IPO listing and lead M&A activities  Lead Corporate Development – identification and assessment of targets, acquisition strategy and integration  Champion of internal control process development for SOX/Bill 198 compliance through COSO framework.  Developed and implemented internal controls and processes to allow better management and create efficiencies within the Company including assessment/transition of outsourcing non-critical or specialized functions – direct impact was annual cash cost savings of $300K CAD and an increase in SRED tax credits of 100%.  Established foreign entities in India, Dubai and Hong Kong, etc. - ensured corporate & regulatory compliance in all jurisdictions.  Extensive knowledge and experience in software revenue recognition accounting and alternative model development. Reviewed and approved non-routine customer, administration and vendor contracts.  Partnered with operations group to improve project management which resulted in additional revenue and enhanced processes, which also led to additional cost savings.  Played a significant role in audit committee meetings and presentations plus developed and managed global external relationships with auditors/tax advisors, banks, other service providers (i.e. insurance company, etc.). Show less



Hyundai Auto Canada Corp.

• Canada
• Motor Vehicle Manufacturing
• 200 - 300 Employee

• Controller and National Manager Administration

  • 2002 - 2004

  Toronto, Canada Area Reported directly to President and CEO, with annual sales of $1B and managed tax, finance, accounting, internal audit and administration. Led significant projects, which required interaction with all functional departments, as well as preparation and presentation of financial matters and scenarios to both internal and external stakeholders.  Structured a complex finance transaction, including developing financial model, analyzing Canadian/US tax and accounting implications, which… Show more Reported directly to President and CEO, with annual sales of $1B and managed tax, finance, accounting, internal audit and administration. Led significant projects, which required interaction with all functional departments, as well as preparation and presentation of financial matters and scenarios to both internal and external stakeholders.  Structured a complex finance transaction, including developing financial model, analyzing Canadian/US tax and accounting implications, which significantly lowered Hyundai’s effective Canadian tax rate.  Established and controlled a captive insurance company, which resulted in significant cost savings and allowed Hyundai more flexibility in their extended warranty programs.  Negotiated a multi-million dollar refund from provincial and federal tax re-assessment audit and initiated commodity tax review to recapture incorrect tax payments - recovery of $0.5M and additional future savings Show less



KPMG Canada

• Canada
• Financial Services
• 700 & Above Employee

• Senior Manager

  • 1993 - 2002

  Toronto, Canada Area (included 3 yr secondment to Sydney, Australia) Planned, managed and executed financial audits of multi-national clients, IPOs and secondary equity offerings.  Performed special projects for clients including: due diligence, project management (Nestlé Australia), preparation of investment study to assist client develop its strategic plan, accounting assistance and internal process reviews.  Major client engagements included Nestlé Canada/Australia, Marsulex Inc., Maple Leaf Foods, Woodbridge Companies, Algonquin Power Income Fund… Show more Planned, managed and executed financial audits of multi-national clients, IPOs and secondary equity offerings.  Performed special projects for clients including: due diligence, project management (Nestlé Australia), preparation of investment study to assist client develop its strategic plan, accounting assistance and internal process reviews.  Major client engagements included Nestlé Canada/Australia, Marsulex Inc., Maple Leaf Foods, Woodbridge Companies, Algonquin Power Income Fund, Australian Jockey Club, Samsung Electronics and Hyundai Canada. Show less