Principal

• Aug 2020 - Present

Leadership development, training, and coaching. I'm passionate about team engagement, retention and attraction and I believe strong teams deliver strong financial results. Learn more at www.leadvantage.ca. Leadership development, training, and coaching. I'm passionate about team engagement, retention and attraction and I believe strong teams deliver strong financial results. Learn more at www.leadvantage.ca.

CEO Contract Services

• Jan 2019 - Present

Providing contract CEO, COO and CFO strategic and operational advisory services to mid-market businesses. Providing contract CEO, COO and CFO strategic and operational advisory services to mid-market businesses.

Facilitator

• Jan 2017 - Present

Facilitator, CPABC Executive Leadership Program Facilitator, CPABC Executive Leadership Program

Chief Executive Officer

• Mar 2017 - Dec 2019

Responsible for creating the firm’s strategic plan and ensuring successful execution of all strategic initiatives. Also provide oversight for all operational aspects of the firm, while mentoring & coaching the team. Business Development• Rebrand of the firm and new website completed in alignment with the firm’s strategic plan.• Implementation of a new CRM system to allow for further collaboration of BD initiatives.• Creation of a new client care program to deliver the firm’s long-term vision of providing enhanced legal services to our clients.Human Resources • Developed a partner compensation model that improved leverage and business development, increasing revenues in the first year.• Implemented a new mentorship and bonus program for all non-equity partners and associates to accentuate their focus on client care, business development and partnership criteria.• Moved the firm to a new benefit broker and restructured the benefit program to increase the scope of the benefit package, while reducing costs to ensure long-term profitability.Finance• Improved monthly financial reporting, forecasting, budgeting, data analysis and cash flow.• Moved the firm to a new bank and accounting firm in order to meet the firm’s growth projections and service requirements.Information Technology• Recruited an on-demand virtual CIO to develop a five-year roadmap for the firm.• Completed a cloud migration to ensure business continuity, disaster recovery, cyber security and the ability to meet future growth projections and strategic initiatives. Operations• Oversaw the build-out of new office space, tenant improvements and move to new premises. • Moved the firm to a new insurance carrier to enable ongoing analysis and predictability of the firm’s insurance requirements.• Implemented a new phone system to meet the growing demands of the firm. Show less

Chief Operating Officer

• Jun 2015 - Feb 2017

Chief Operating Officer

• Mar 2013 - May 2015

Responsible for the development and execution of the firm’s strategic plan as well as all operational aspects of the firm including finance, human resources, information technology, marketing and production. Within two years, the firm realized a 30% increase to net profit. Human Resources • Developed a superior senior management team responsible for implementing objectives of the strategic plan. • Implemented an effective job performance program resulting in improved staff moral and performance accountability. Finance • Reengineered accounts receivable best practices resulting in improved collection of aged accounts receivable by $600k, and WIP/AR lock up by 26%. • Restructured the finance team and decreased month-end reporting by 5 days due to improved processes. Information Technology • Assessed current state of Information Technology and recruited a Director of IT to virtualize an aging physical infrastructure that provided redundancy and disaster recovery. Operations • Managed tenant improvements for two office moves; $700k tenant improvements for a new location in Surrey and $100k for relocation in Kelowna within 7 weeks of signing a lease. • Leveraged all team members resulting in reduced overtime of 4,000 hours annually. Mergers • Supported and played a pivotal role in the negotiations and due diligence of the merger of KNV and MNP. • Responsible for the successful integration and transition of KNV programs and processes to those of MNP’s with a continued attention to team and client retention. Show less

Facilitator

• 2012 - Dec 2013

Moderator, CMABC Strategic Leadership Program, 2012-2013 Moderator, CMABC Strategic Leadership Program, 2012-2013

Director of Finance

• Oct 2009 - Mar 2013

Reported directly to the COO, responsible for the firm’s finance operations, consolidated financial and statutory reporting (ASPE), budgeting and forecasting for all locations. Provided strategic support to the COO and senior management in all locations with business modeling and management reporting, adhoc reporting, trend and variance analysis, business planning, cash management, and project costing and management. Accountable for all processes to ensure safekeeping of firm assets, assessment of risk management, and the continuous review and improvement of best practices, reporting, and performance measurement.Oversaw an accounting team of 25 members, across Canada and Japan. Show less

Senior Financial Reporting Manager

• Feb 2008 - Sep 2009

Reported directly to the Director of Finance, responsible for the firm’s finance operations (for Canada and Japan) and consolidated financial and statutory reporting, budgeting and forecasting for all locations. Accountable for the continuous review and improvement of best practices and performance measurement. Managed an accounting team of eleven members.

Accounting Manager, Financial Reporting

• Jan 2005 - Dec 2007

Private client banking sub-division of RBC providing offshore accounting solutions for wealth management to high net worth individuals with multiple assets and tax structures in multiple currencies worldwide. Experience with UK, US GAAP, and foreign currencies. Managed a team of 15, responsible for scaling the accounting department, completing consolidated financial statements for nearly 2,500 companies in excess of 100M GBP, implementing procedures and best practices, and multiple system conversions. Show less

Senior Analyst

• Jan 2004 - Dec 2004

Managed financial projects for senior management, identifying business requirements, and providing behaviour and trend analysis (COGS, M&A), monthly forecasting, and analysis of performance to budget. Project lead, providing business case analysis, financial planning, and capital analysis. Facilitated management and staff training in regional offices for budget preparation and maintenance across 40 offices, and compiling data into a corporate consolidated budget. Managed financial projects for senior management, identifying business requirements, and providing behaviour and trend analysis (COGS, M&A), monthly forecasting, and analysis of performance to budget. Project lead, providing business case analysis, financial planning, and capital analysis. Facilitated management and staff training in regional offices for budget preparation and maintenance across 40 offices, and compiling data into a corporate consolidated budget.

Senior Accountant

• Jun 2002 - Dec 2003

Offshore Banking, Guernsey, Channel Islands, United Kingdom. Completed financial statements for complex, multi-entities for international high net worth individuals and high profile organizations. Experience with UK and US GAAP, foreign currencies and numerous tax structures.

Senior Accountant

• Jan 2001 - May 2002

Offshore Banking, Grand Cayman, Cayman Islands. Completed financial statements for complex, multi-entities for international high net worth individuals and high profile organizations. Experience with UK and US GAAP, fund accounting, foreign currencies and numerous tax structures.

Analyst/Business Manager

• Jun 1995 - Dec 2000

Business/financial planning and analysis, capital and expenditure analysis, budgeting and forecasting. Finance training to all levels of the organization. Management reporting and analysis on performance of routes and operating budgets across the province. Participation in consolidated financial reporting to the provincial government, treasury analyst, financial analyst, and presentations to senior management on project status and analysis. Cost & profit center pricing, unit pricing, fixed asset & inventory reporting, and variance analysis. Show less