Julie Morand, MSc, CPA

Membre du conseil d'administration at AluQuébec - Grappe industrielle de l'aluminium du Québec
  • Claim this Profile
Contact Information
Location
Longueuil, Quebec, Canada, CA

Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • Canada
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Membre du conseil d'administration
      • 2021 - Present

      Montréal, Québec, Canada

    • Canada
    • Venture Capital and Private Equity Principals
    • 500 - 600 Employee
    • Vice-présidente investissements - Industries
      • Sep 2020 - Present

      Montréal, Québec, Canada

    • Canada
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Membre du conseil d'administration de STIQ
      • Mar 2019 - Sep 2020

      Région de Montréal, Canada

    • Banking
    • 1 - 100 Employee
    • Vice-présidente adjointe, Transfert d'entreprise & Affacturage
      • Mar 2017 - Sep 2020

      Région de Montréal, Canada

    • Directrice principale, Solutions de financement Montérégie/Estrie
      • Jul 2016 - Feb 2017

      Brossard, QC

    • Canada
    • Non-profit Organizations
    • 1 - 100 Employee
    • Membre du conseil administration et trésorière
      • Oct 2015 - Nov 2017

      Boucherville Membre du C.A.

    • Canada
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Participante au Défi 100 jours l'Effet A - 3e cohorte (Equipe Sophie Brochu)
      • Mar 2016 - Jun 2016

      Le Défi 100 jours L'effet A est un programme de développement personnel unique en son genre qui permet de révéler le talent des femmes, de les aider à adopter une attitude plus ambitieuse et de propulser leur carrière grâce à une approche innovante.

    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Directrice régionale, Montérégie, Centre-du-Québec & Estrie
      • May 2014 - Apr 2016

      Longueuil, QC Roynat Capital is a member of the Scotiabank Group of Companies providing patient capital in the form of senior debt and junior capital for growing Canadian mid-market businesses. Specialties include aggressive real estate financing, non-traditional equipment financing, as well as subordinated debt for capital expansion, mergers and acquisitions, and working capital for growth. Capable of making strategic equity investments into growing companies led by proven management teams. Transaction… Show more Roynat Capital is a member of the Scotiabank Group of Companies providing patient capital in the form of senior debt and junior capital for growing Canadian mid-market businesses. Specialties include aggressive real estate financing, non-traditional equipment financing, as well as subordinated debt for capital expansion, mergers and acquisitions, and working capital for growth. Capable of making strategic equity investments into growing companies led by proven management teams. Transaction sizes vary, but primary investment targets are in the $1M - $50M range for senior debt and the $1M-$10M range for junior capital. - Lead a team of 7 professionals and successfully manage to achieve high performance results in a very short period of time with limited resources. - Successfully trained young talent on business development and credit structuring to prepare them for their next challenges. - Energize the team to achieve Canada Top 3 positions for Top Prospectors and Top Producers. - Develop a disciplined sales team approach including frequent and efficient communications and empower team members to accelerate learning and to increase operational efficiency and provide higher customer service. -Balance sheet and P&L responsibilities.

    • Directrice associée principale
      • Nov 2005 - Apr 2014

      Longueuil, QC - Successfully manage and grow a portfolio of quality mi-market companies and increase client base by +30% over the years. - Achieve strong performance year over year by delivering good results and providing solid credit recommendations (no realized loss in 10 years on deals recommended) on complex long-term financing structures. - Provide distinguished customer-service in a collaborative mode and team approach. - Build strong and solid relationships with clients, prospects… Show more - Successfully manage and grow a portfolio of quality mi-market companies and increase client base by +30% over the years. - Achieve strong performance year over year by delivering good results and providing solid credit recommendations (no realized loss in 10 years on deals recommended) on complex long-term financing structures. - Provide distinguished customer-service in a collaborative mode and team approach. - Build strong and solid relationships with clients, prospects, colleagues, internal as well as external partners. - Considerably increased Roynat brand recognition and visibility especially in the Montreal South Shore market. - Responsible of the introduction of the coop student program (selection, training and performance appraisal). - Participation to a special committee for Roynat National Conference (Competitive Analysis). - Corporate recognitions: Top Collaborator (2011) and Top Gun-Performer (2013).

    • Investment Management
    • Membre du conseil administration
      • 2008 - 2012

      Longueuil, QC - Member of the "Relève" committee - Member of the "Adhésion" committee

    • Conseillère principale en investissements
      • May 2003 - Oct 2005

      St-Hyacinthe, QC - Manage a portfolio of investments in mid-market food processing companies (specialty in frozen products). - Participate on companies' board meeting with sales ranging from $10 to $300 million either as a director or as an observer. - Make recommendations to SGF board members for additional investments by presenting conclusions of thorough and detailed analyses including: business valuations, management and plant capacity, industry analyses, growth and return analyses and exit… Show more - Manage a portfolio of investments in mid-market food processing companies (specialty in frozen products). - Participate on companies' board meeting with sales ranging from $10 to $300 million either as a director or as an observer. - Make recommendations to SGF board members for additional investments by presenting conclusions of thorough and detailed analyses including: business valuations, management and plant capacity, industry analyses, growth and return analyses and exit strategies. - Participate to shareholders' agreement negotiations to successfully closed investment transactions. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Black Belt Six Sigma - Initiatives Stratégiques Clients
      • Jan 2003 - May 2003

      Montréal, Canada - Speaker at the GE Capital National Conference for the launch of the "ACFC" (At the Customer, For the Customer) strategic initiative. - Responsible for special process improvements projects at customers' plants and lead the introduction of the new initiative with sales team. - Obtained Black Belt Six Sigma training from the prestigious GE Training Center (Massachusetts).

    • Directrice de comptes
      • Apr 1996 - Jan 2003

      Montréal, QC - Responsible of the coverage and development of a portfolio of clients and prospects in a specific industry. - Identify opportunities for equipment financing and provide term debt and leasing solutions (knowledge of Rubicon's analysis tool). - Underwrite recommandations of financing by addressing main industries' risks with detailed analyses on equipment valuation (asset-based approach). - Meet stretched and increasing sales targets year over year. - Industries and market covered:… Show more - Responsible of the coverage and development of a portfolio of clients and prospects in a specific industry. - Identify opportunities for equipment financing and provide term debt and leasing solutions (knowledge of Rubicon's analysis tool). - Underwrite recommandations of financing by addressing main industries' risks with detailed analyses on equipment valuation (asset-based approach). - Meet stretched and increasing sales targets year over year. - Industries and market covered: transportation & construction (1997), plastics & textiles and responsible of the Sherbrooke's satellite office (1998). First specialist of the Food & Beverage industry (1999-2003) with a "zero-based" portfolio. - Selected by colleagues for the Attitude Price Award - GE Capital Provincial Conference. - Obtained Green Belt Six Sigma certification (project completed - Annual Review Process).

    • Telecommunications
    • 700 & Above Employee
    • Finance Leadership Development Program
      • Aug 1995 - Apr 1996

      St-Laurent

Education

  • Université de Sherbrooke
    M.Sc., Finances
    1994 - 1995
  • Université de Sherbrooke
    B.A.A., Finance
    1991 - 1994
  • Ecole secondaire Val-Mauricie
    Médaille du gouverneur général du Canada
    1984 - 1989

Community

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