Bio
Experience
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Fanshawe College
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London, Ontario, Canada
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Professor
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Sep 2020 - Present
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London, Ontario, Canada
The program is designed for international college or university graduates from any field or discipline to develop and enhance their skills in general management, leadership, human resources, finance and sales and marketing. The program provides an experiential learning environment, primarily through case study analysis.Courses lead: Principles of Management, Leadership in Management, Global Perspective on e-Commerce, and Project Management & Organizational Structures.
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Entrust Accounting and Advisory Service
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Sarnia, Ontario, Canada
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Principle
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Dec 2020 - Present
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Sarnia, Ontario, Canada
Focused on providing tax, accounting, finance, and advisory services to small business owners in Ontario for their business as well as them personally.We provide a holistic business approach to understanding your small business accounting, tax, and finance requirements as our focus is not just on your historic results. Through our advisory services, you can learn to better manage, control and plan so you can improve your forward-looking long-term results.
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Canada
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Business Consulting and Services
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1 - 100 Employee
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Partner
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Sep 2010 - Present
Business consulting, coaching and advisory firm focused on helping solve business problems, deliver value, create growth, and deliver solutions that help move businesses forward.Chartered Professional Accountants Ontario, CPA, CMA (Certified Management Accountant).......................................................................................................................................✔ Provide Financial Management and Controller Services which includes directing, managing and participating in all aspects of all general accounting functions, group benefits programs, and IT services. Ensure compliance with all regulatory agencies, including government remittances. Manage year-end financial audit process with an external auditors.✔ Assess operations, offering recommendations for improvement and lead implementing new processes as required. Evaluating accounting, business, and internal control systems for efficiencies and effectiveness. Developing and monitoring business performance metrics including lead and lag indicators of business success.✔ Create business models (MS Excel) that enhance management’s ability to make business decisions and to project their cash flows, and determining how to “budget for”, “invest in”, and “finance” projects, product extensions and new lines of business. Models delivered 5-years of pro forma Income Statements, Balance Sheets and Statements of Cash Flows.✔ Performed business analysis, coaching regarding business strategies and tactical planning to source funding (Manufacture, $250K; Recreational, $800K; Food & Beverage, one for $350K+ and another for $1.4M+; another Recreational ~$350K, Construction $300K)✔ Supported client implementations and improvements on MRP/ERP systems such as: E2, DBA, QuickBooks Enterprise, NetSuite, AllOrders (by Number Cruncher), Global Shop Solutions, and WinTeam (by Team Soft)✔ Delivery Consultant for Business Development Bank of Canada (financial management solutions)
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Certified Value Builder™ Advisor
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Jul 2016 - Present
Utilizing a methodology that has been statistically proven to increase the value of a business by up to 71%, we work with companies that wish to enhance the value of their business through improvements in operations, sales, marketing, accounting, finance, and overall business stewardship.
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Lambton College
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Sarnia, Ontario
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Adjunct Professor
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Jan 2020 - Present
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Sarnia, Ontario
Taught 3 classes of Introduction to Economics to Post Graduate International Business Management students - Winter 2020
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Director of Finance, and Director of Sales & Marketing
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Oct 2012 - Nov 2015
Company that is in the energy information business who develops and distributes a comprehensive line of meter solutions to a range of private and public sector clients........................................................................................................................................✔ Improved gross margins 10+%, cash flows, and doubled inventory turns✔ Reduced Days Sales Outstanding by over 1/2 (% A/R over 30 days from 20% to less than 5%)✔ Finished MRP implementation for manufacturing✔ Fixed integration issues between MPR and Accounting applications✔ Established a secondary sales and marketing channel into the US
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General Manager, Credit Unions
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Jun 2011 - May 2012
Company delivers holistic wealth management solutions to leading Canadian financial institutions through a Software-as-a-Service (SaaS) platform........................................................................................................................................✔ Work with Credential Financial to increase 'client adoption' of desktop solution. Achieved a 50% growth in Credit Union usage resulting in 25% increase in monthly licensing fees✔ Developed strategic insurance and banking relationships that strengthened value proposition✔ Determine pricing, positioning, promoting and launching of products
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VP Product Management & Professional Services
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Sep 2007 - Sep 2010
Company provides Payment, Electronic Transaction Switching, Card, ATM and POS solutions to a financial services customer base with diverse business and technical requirements........................................................................................................................................✔ Lead the EMV (Chip Debit & Credit Card) migration of over 320 financial institutions across 42+ banking systems with over 1200 ATM’s across Canada.✔ Over a 3 year period, launched 2 new lines of business (POS acquiring services & EMV Card issuing services), added over 25% net-new revenue to the top line✔ Significantly strengthened client relationships and grew professional services by 400%✔ Directed and oversaw the development of the unit’s goals, objectives, expense & capital budgets, professional service P&L and corporate project and program expenses✔ Received President’s Club award for Outstanding Achievements in 2009
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Director Product Management | Solutions & Services Development
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2005 - 2007
✔ Director Core and Emerging Service, Sprint Canada (Consumer Services)✔ Director Product Management, Rogers Business Solutions
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Director of Product Management & Services Development
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2001 - 2005
✔ Improved planning and delivery time from application development to market launch from ‘quarters’ to ‘weeks’.✔ Led geographic market expansion of home phone service adding $3.5MM in top line revenue per year.
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Various Marketing Roles
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Kanata, Ontario, Canada
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Marketing Director
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1995 - 2001
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Kanata, Ontario, Canada
• Nortel Networks – Solutions Marketing – Internet Data Centers (2000-2001)• Clarent Corp – North American Enterprise Marketing – Voice Over IP gateway solutions (2000)• Newbridge Networks – Global Channel Marketing – Carrier class switching products (1998-2000)• Mitel Corp – North American Channel Marketing – Voice and data communications solutions (1995-1998)
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Mitel
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Kanata, Ontario, Canada
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Various Manufacturing and Engineering Roles
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1982 - 1995
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Kanata, Ontario, Canada
• Director, Manufacturing (telephone sets manufacturing) (1993-1995)• Director, Manufacturing Engineering (through 5 managers, directed group of 65 engineers) (1991-1993)• Manager, Factory Support Engineering (Managed group of 8 engineers) (1990-1991)• Manufacturing Process Engineer (1989-1990)• Product Engineer, Digital Switching Products (1987-1989)• Repair Center Engineering (1986-1987)• Test Engineer – Manufacturing (1983-1985)• Technologist – Manufacturing (1982-1983)
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Education
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Thompson Rivers University
Bachelor of Commerce (B.Com.), Accounting -
Algonquin College of Applied Arts and Technology
Financial Management, Management Accounting -
Lambton College
Engineering Technologist, Electronics -
The University of Western Ontario - Richard Ivey School of Business
Executive Marketing for High Technology Companies -
Dalhousie University
Accredited Canadian Credit Union Director -
Society of Management Accountants
CMA, Management Accounting -
CUSource
Credit Union Director Achievement Program -
Professional Development Institute (PDI)
Certificate, Corporate Finance -
Professional Development Insitute (PDI)
Compilations, Corporate Tax and Personal Tax Preparation (3 courses) -
Professional Development Institute
Business Valuations, Mergers & Acquisitions -
ITIL
ITILv3 Foundations Certification, IT process and service management -
MICA
Strategic Leadership Program -
University of Waterloo
Strategy Mapping Workshop -
York University - Schulich School of Business
Certificate, Channel Marketing
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