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Financial Accounting

Location:
Toronto, Ontario, Canada
Posted:
April 15, 2018

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Resume:

Josée Bertrand, CPA, CGA

** **** ********, ******* *******, M1M 1J3

647-***-**** ac4493@r.postjobfree.com

SENIOR FINANCIAL MANAGEMENT EXECUTIVE

Highly accomplished, results-driven senior accounting and financial management executive with progressive experience in finance and operations management spanning a variety of industry sectors. A stand out operational CFO who goes beyond the numbers and thinks strategically. Commands a demonstrated ability to streamline business operations that drive growth and increase efficiency and bottom-line profit with a strong bias to using technology where appropriate. Strong qualifications in developing, implementing, and monitoring critical business processes to support company wide business strategies. Highly effective communicator who inspires credibility and trust. A leader who builds committed teams that produce outstanding results. CORE QUALIFICATIONS AND AREAS OF EXPERTISE

• Leadership, Corporate Development • Strategic Planning & Execution • Financial Analysis & Reporting

• Controllership & Cash Management • Growth & Infrastructure • Restructure & Turn-around

• Banking, M&A, & Investor Relations • Performance Measurement • Accounting & Financial Management

• Technologically Savvy

PROFESSIONAL EXPERIENCE

SUNNYBROOK HEALTH SCIENCE CENTRE FOUNDATION Present The Sunnybrook Foundation raises money on behalf of The Sunnybrook Health Sciences Centre Hospital and Research Institute. VICE PRESIDENT, FINANCE

Member of senior leadership who is responsible for the overall strategic direction and leadership of the broader operations support teams of Finance & Accounting, Corporate Governance and Granting & Hospital Relations. These teams provide critical operational processes which include financial analysis and systems, investment management and accounting, the management of internal and external financial reporting, planning, and forecasting, financial compliance and business support to all revenue generating teams along with support to Sunnybrook Health Sciences Centre and the Research Institute. Accounting & Financial

Management

• Oversee financial management, investment, asset management, and banking relationships.

• Oversee accounting and grant processing, ensuring proper maintenance of all accounting systems and functions, internal controls, and financial procedures.

• Oversee the preparation of month-end and year-end financial statements.

• Coordinate audits and the filing of tax and regulatory filings and returns.

• Prepare and participate at Board, Audit & Finance, and Investment Committee meetings.

• Oversee the preparation of Restricted Operating and Endowment fund reporting, Hospital spend plans and general fund analysis.

Financial Planning &

Analysis

• Direct and prepare the annual planning/forecasting process along with analytics to maintain and support fundraising and other business objectives of the Foundation.

$75M operating budget.

• Oversee the preparation and maintenance of regular financial planning reports and analysis of financial results which includes the development and execution of strategic and operational recommendations.

Leadership, Growth &

Infrastructure

• Provide general business support to all aspects of the Foundation including but not limited to managing and executing on strategic projects.

• Provide advice to staff on new business development, and compliance issues.

• Partner on strategic budget process across the entire organization and participate in program and process innovation.

Corporate Governance

• Oversee and take part in the preparation of all materials related to supporting the Board and board sub committees, including the Executive, Audit & Finance, Common Investment, and Nomination & Governance Committees. Josée Bertrand, CPA, CGA

77 Hill Crescent, Toronto Ontario, M1M 1J3

647-***-**** ac4493@r.postjobfree.com

SICKKIDS FOUNDATION 2013-2017

SickKids Foundation raises funds on behalf of The Hospital for Sick Children and is the largest charitable funder of child health research, learning and care in Canada.

DIRECTOR, FINANCE

Member of leadership team who is responsible for the overall strategic direction and leadership of the broader operations support teams of Finance & Accounting, Gift Administration and Granting & Hospital Relations. These teams provide critical operational processes which include financial analysis and systems, investment management and accounting, the management of internal and external financial reporting, planning and forecasting, financial compliance and business support to the revenue generating teams, donor gift processing and support to The Hospital for Sick Children through granting and general hospital & donor relations. Accounting & Financial

Management

• Oversee financial data management, investment, asset management, and banking relationships.

• Oversee accounting and gift processing departments, ensuring proper maintenance of all accounting systems and functions, internal controls and financial procedures.

• Oversee the preparation of month-end and year-end financial statements.

• Coordinate audits and the filing of tax and regulatory filings and returns.

• Prepare and participate at board audit & finance, and investment committee meetings.

• Oversee the preparation of endowment reporting, Hospital spend plans and restricted fund analysis and reporting.

Financial Planning &

Analysis

• Direct the annual planning/forecasting process along with analytics to maintain and support fundraising and other business objectives of the Foundation. $150M operating budget.

• Oversee the preparation and maintenance of regular financial planning reports and analysis of financial results which includes the development and execution of strategic and operational recommendations.

Leadership, Growth &

Infrastructure

• Provide general business support to all aspects of the Foundation including but not limited to managing and executing on strategic projects.

• Provide advice to staff on new business development, and compliance issues.

• Partner on strategic budget process across the entire organization and participate in program and process innovation.

ARXX CORPORATION 2009 - 2013

A Venture Capital backed private company engaged in the manufacture, sale and installation of Insulating Concrete Forms, a versatile green building product for walls and foundations. VICE PRESIDENT AND CHIEF FINANCIAL OFFICER

Member of senior leadership team who is very “hands on” and participates in all key decisions pertaining to strategic initiatives and operational direction.

Key Responsibilities & Accomplishments

Restructure & Turn-around /

Growth & Infrastructure

• Participated and led the turn-around and restructure of the finance & accounting, supply chain, and order entry / inside sales operational areas resulting in significant cost savings and increased productivity and efficiency. o Reduced head count by 32 FTE and other overhead costs totaling $3.5M in annual cost savings;

o Increased working capital liquidity by $2.5M by reducing inventories, improving receivable DSO from 75 to 45 days, and improving key supply relationships resulting in more favorable payment terms; o Increased contribution margin by 7.0% through improved freight buy and supply chain product costing initiatives;

o Improved and enhanced the overall expertise and bench strength of the accounting team.

Josée Bertrand, CPA, CGA

77 Hill Crescent, Toronto Ontario, M1M 1J3

647-***-**** ac4493@r.postjobfree.com

• Designed and implemented interactive “hands on” financial analytical tools to assist in monitoring margins and growth.

Accounting & Financial

Management

• Oversee cash flow planning, investment, asset management, and banking relationships.

• Oversee accounting department ensuring proper maintenance of all accounting systems and function, internal controls and financial procedures.

• Oversee the preparation of month-end, year-end financial statements, and month- end closing.

• Coordinate audits, filing of tax returns, and insurance compliance.

• Ensure regulatory and legal compliance regarding all financial & operational functions.

• Prepare and participate at board meetings, audit and finance committee meetings.

• Oversee all financial and accounting aspects of “turnkey” project installation contracts.

Financial Planning &

Analysis

• Direct the annual planning process by designing and creating a budget and fore- casting model; successfully strengthening accountability by partnering with senior- level managers in all business units. $15M operating budget.

• Prepare and maintain regular financial planning reports, complete analysis of financial results, develop and execute strategic & operational recommendations.

• Develop and utilize predictive models and financial analysis. M&A, Corporate

Development & Investor

Relations

• Successfully closed a number of financing transactions which ensured liquidity for future growth.

• Prepare analysis, due diligence related activities required for corporate development with investors both existing and future.

• Assist in analyzing the potential for future merger, acquisition, or joint venture transactions. Building financial models and diligencing strategic synergies. SAINT ELIZABETH HEALTH CARE 2009

A non-profit charitable organization that provides home and community based health care services across Canada. CHIEF TRANSFORMATION OFFICER

Member of senior leadership team who assists in analyzing and executing infrastructure strategic change as a result of significant growth.

Key Responsibilities & Accomplishments

Leadership, Growth &

Infrastructure

• Overseeing the activities of fourteen Service Delivery Centers with the implementation of a computerized, integrated service delivery model in each Service Delivery Centre.

• Led a team of health care professionals in the development and successful implementation of the ED/ALC (Emergency Department / Alternative Level of Care) program in the South East LHIN. An unprecedented program of approximately $1.5M annual funding; its objective was to provide transitional beds within retirement homes to patients who are designated ACL within an acute care hospital.

ROMAN CORPORATION LIMITED & CANAMPAC ULC 1996 - 2008 Roman Corporation Limited is a public company engaged in the manufacture and sale of paper and packaging for consumer- packaged goods. Canampac ULC is the successor private company of Roman Corporation Limited. VICE PRESIDENT AND DIRECTOR OF FINANCE

VICE PRESIDENT AND CHIEF FINANCIAL OFFICER

Member of senior management team who participates in all key decisions pertaining to strategic initiatives and operational direction. Responsible for all public company reporting and filings, directing financial strategy, planning, and forecasting. Josée Bertrand, CPA, CGA

77 Hill Crescent, Toronto Ontario, M1M 1J3

647-***-**** ac4493@r.postjobfree.com

Supervise investment and corporate finance transactions. Oversee all company accounting practices, preparation of budgets, financial reporting, tax and audit functions.

Key Responsibilities & Accomplishments

Restructure & Turn-around /

Growth & Infrastructure

• Shared in the successful development and execution of a $25M strategic capital program at the Strathcona Paper manufacturing facility. Resulting in a significant

$100/tonne reduction in costs. A 3.5 year capital program which improved EBITDA by approximately $5.0M annually.

• Participated and assisted in the implementation of the Honeywell OptiVision ERP & Epicor financial systems at Strathcona Paper; integrating the accounting, order entry, supply chain, and shipping functional areas with the Metso DNA production system.

• Participated in the turn-around and re-structure of the Boehmer Box manufacturing facility by transforming the existing antiquated production facility to a “state of the art” platform which resulted in a production capacity increase of approximately 35%.

• Participated and assisted in the implementation of the VantagePoint Accelerate ERP

& OpenAccounts financial systems at Boehmer Box.

• Led the integration of both accounting systems at the manufacturing plants of Strathcona Paper and Boehmer Box in order to consolidate and report at the parent level.

Accounting & Financial

Reporting

• Oversaw all public & private company reporting, MD&A, SEC filings.

• Oversaw the preparation of month-end, year-end financial statements, and month-end closing.

• Oversaw cash flow planning, investment, asset management, and banking relationships.

• Oversaw accounting department ensuring proper maintenance of all accounting systems and function, internal controls and financial procedures.

• Coordinated audits, filing of tax returns, insurance compliance, and all public company filings.

• Ensured regulatory and legal compliance regarding all financial & operational functions.

• Prepared and participated at board meetings, audit and finance committee meetings.

Financial Planning &

Analysis

• Directed the annual operating and capital budgeting process by designing and creating a budget and fore-casting model; successfully strengthening accountability by partnering with senior-level managers in all business units. $120M operating budget.

• Prepared and maintained regular financial planning reports, complete analysis of financial results, develop and execute strategic & operational recommendations.

• Developed and utilized predictive models and financial analysis.

• Facilitated the integration of financial reporting with US parent by overseeing the implementation of a web based financial reporting technology.

• Coordinated the start of an internal control model to satisfy Sarbanes-Oxley (SOX) requirements.

• Led efforts to maintain liquidity and business as usual against the back drop of CCAA bankruptcy protection.

Performance Measurement

• Oversaw the implementation of a computerized, integrated manufacturing reporting system for reporting key performance indicators. A dashboard intranet for both manufacturing facilities providing real time production metrics. M&A, Corporate

Development & Investor

Relations

• Participated in and completed a successful $75M acquisition of the company’s largest customer, Boehmer Box.

• Participated in the successful raise of $16M Rights and New Issue Offering, resulting in the de-leveraging of the balance sheet.

• Participated in and completed a successful $70M corporate finance deal which Josée Bertrand, CPA, CGA

77 Hill Crescent, Toronto Ontario, M1M 1J3

647-***-**** ac4493@r.postjobfree.com

involved the purchase and sale of two manufacturing business, Strathcona Paper and Boehmer Box, to a private equity investor from Roman Corporation.

• On behalf of Canampac ULC, led a small team of financial professionals in the participation of a $260M IPO transaction in the U.S.

• Participated in the development of corporate policy and represented the company to financial partners, institutions, and shareholders. VICTORIAN ORDER OF NURSES 1991-1996

A not for profit, national health care organization and registered charity offering a wide range of community health care solutions.

DIRECTOR OF FINANCE & BRANCH OPERATIONS

DIRECTOR OF ADMINISTRATION

Restructure, Innovation &

Operations Management

• Restructured finance, accounting, customer service and information technologies departments to be more efficient resulting in a noticeably higher level of service and professionalism.

• Streamlined the financial reporting process to improve timeliness of monthly reporting reducing the month-end closing process by five business days.

• Introduced operational and business process improvements through the implementation of a computerized visit planning application with an enhanced telecommunication system driving a 25% increase in productivity. SAINT ELIZABETH HEALTH CARE 1989-1991

A not for profit charitable organization that provides home and community based health care services throughout Ontario. MANAGER OF ADMINISTRATIVE & SUPPORT SERVICES

Restructure, Innovation &

Operations Management

• Developed and implemented improved operating and administrative procedures by redesigning workflow processes resulting in a reduction of staffing costs.

• Improved productivity through the development and implementation of a computer application designed to enhance manpower utilization resulting in a reduction of costs and an improvement in the organization’s ability to schedule nursing visits. Galcor Capital Corporation Investment Representative 1988-1989 Canada Trust Mortgage Corporation Assistant Branch Manager 1986-1988 Canadian Imperial Bank of Commerce Administration Officer 1981-1986 BOARD ACTIVITY

Canadian Children’s Hospital Foundation (CCHF) – Audit & Finance Committee Member Present Casey House Hospice & Foundation – Board member and Chair of the Finance & Audit Committees. 2013-2015 Arxx Building Products Inc. – Board member. 2011-2013 We’re Funny That Way Foundation & Comedy Festival – Volunteer 1997-2012 EDUCATION

CPA, CGA Designation

BA - Business Administration & Commercial Studies, University of Western Ontario



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