Management Manager

Ron Koyama, CPA, CA, CMA *** Sparrow Circle, Pickering, Ontario L1V 7E6

Home: 416-***-****

Email: acr7r9@r.postjobfree.com

LinkedIn: http://www.linkedin.com/in/ronkoyama

A senior Financial Professional with a demonstrated track record of success, covering a broad range of organizations, from entrepreneurial businesses to large multi-national companies. A results-oriented professional and a proven leader with a solid background that includes financial and management reporting, budgeting, forecasting, strategic planning, capital investments, and operational finance. Recognized as a valued partner on senior leadership teams, collaborating effectively across the organization. An exceptional people manager/mentor that inspires and motivates teams, consistently achieving outstanding results.

MOTION LP (BIRCH HILL PRIVATE EQUITY) 2014 to Sept 2015

MOTION SPECIALTIES (CENTRIC HEALTH) 2013 to 2014

A leading provider of home medical and accessibility solutions through a Distribution and Retail Network of 24 stores. Purchased by Birch Hill Private Equity from Centric Health on June 23, 2014.

DIRECTOR OF FINANCE

Reporting to the President/CEO of the Motion Specialties, with overall responsibility for financial reporting, Budgeting, Forecasting, Cash flows as well as providing strategic advice and decision support. Responsible for the transition and ongoing requirements from Centric Health to Birch Hill for the Finance component.

Provided management, leadership and support for the day to day operations of the Accounting and Finance team as well as strategic advice and decision support to the President and Operating Management on how to optimize the business from a financial standpoint, pro-actively seeking out opportunities to enhance efficiency and ensuring the organization is maximizing EBITDA while adhering to external statutory requirements.

Significantly improved the timeliness and accuracy of the external and internal reporting and analytics regarding the financial performance of the Division to Senior Management and Board of Directors, (i.e. financial performance, Forecasts/projections and other special projects as required). Ensured effective Cash Flow/Credit management and organized the timely processing of Receivables (tracking of government funding) and Payables. Successfully managed, developed and mentored a team of 8 professionals.

Partnered with the President to develop the Three Year and Annual Budgets (“Financial Planning& Analysis”) and capital budgets in collaboration from its 24 entrepreneurial store locations, to support sales/retail initiatives, for approval by the Board of Directors. Prepared and presented monthly Analysis, KPIs, and Financial/ Operational Forecasts to the C- level Executive team in coordination with our divisional President and regional managers. Prepared and presented analysis for monthly webinar with store management.

Developed and implemented policies and procedures for a solid system of financial/internal control and reporting that met current and future business requirements. This role has a strong focus on Operational issues and finding solutions to improve efficiency and controls throughout the company, especially the retail network. Includes transforming the controls and reporting structure of 24 privately owned companies to be consistently applied and to meet the standards of a publicly traded company. Initiated and led the development, preparation and analysis for new store P&L’s, as the basis of providing financial guidance to each of the Small business owners at the 24 store locations.

Significant role in the purchase and transition from Centric Health to Birch Hill, investment/acquisitions decisions, banking set-up, staffing, and reporting requirements.

CST CONSULTANTS INC. 2012 to 2013

The largest Registered Education Savings Plan (RESP) organization in Canada

DIRECTOR, FINANCIAL/BUSINESS DECISION SUPPORT & ADVISORY SERVICES

Reported to the CFO and Treasurer, with overall responsibility for the development of the Strategic and Financial Planning & Analysis process as well as, the financial and management control over operating expenses and strategic expenditures.

Partnered with the CFO to develop the organization’s first Three Year Strategic Plan and led the annual budget and business planning process to develop the appropriate operating and budgetary benchmarks. Collaborated with executive team of a cross functional business environment to review and analyze their plan submissions and provided recommendations to the CFO and CEO. Delivered finalized financial plans to the Audit Committee and Board of Directors.

Developed and evolved a new business case financial governance process and framework. Reviewed and evaluated all business cases on new digital and distribution strategy improve and made recommendations to executive management.

Developed a new contracts renewal process for key vendors and services providers to ensure financial and expenditure management is exercised and adherence to the established contract approval guideline is maintained in order minimize contract risk. Reviewed contract approval guidelines and controls for improvement and recommendations to the Audit Risk Committee.

Improved the timeliness and accuracy of monthly Management reports on Operating Results, Key Performance Indicators, and Financial Forecasts. Presented consolidated operating results to the Audit and Risk Management Committee on a quarterly basis.

BANK OF NOVA SCOTIA 1999 - 2012

The Bank of Nova Scotia is one of the largest Chartered Banks in Canada.

DIRECTOR OF FINANCE-COMMERICAL BANKING 2002 - 2012 Responsible for defining, managing, directing, delivering, planning, forecasting the overall financial processes, controls and reporting of information for the consolidated group of entities.

Ensure the completeness, timeliness, accuracy of relevant financial information that is presented to both senior Executive and Commercial Banking business line executives. As part of a complex matrix organization, I led financial analysis for 17 Commercial Banking business units to drive a better understanding of Key Performance metrics/indicators (KPI) and possible opportunities for growth and increased profitability on a monthly and quarterly basis. Strong communication skills and made several presentations to Senior Executive teams (SVP/Business Unit Leaders).

Developed market share metrics for the Commercial Bank to drive focus on different segments and regions.

I had the lead finance role for in developing the Three Year Strategy and Annual Operating Budgets in alignment with the overall Bank NIAT objectives. This also included oversight of the preparation and reporting on the Business Case and Capital Expenditure Budgets and detailed budget and of up to 50 regional banking centres. I prepared and presented the Consolidated Budgets to the Commercial Banking Executive team. I provided detailed monthly/quarterly reporting analysis packages, balance scorecards and forecasts to the Senior Executive team for each of the sub-units. Provided valued-added monthly/quarterly analysis of variances, Financial Forecasts to Profit plan and three year goals on timely basis.

Manage Expenses, Fund Transfer price issues, spreads, pipelines and deal costing of the division and each of over 60 branch/support units. Thoroughly understand the cost drivers to maximize Productivity and Operating Leverage of the business line. Developed controls that improved expense and internal controls; and review and negotiate supplier contracts. Cost improvements of 5% to 10%.

Lead, motivate and develop staff up to 10 people. Maintain strong relationships with our internal and external business partners including cross-functional teams, Branch managers and external auditors/consultants.

Reviewed and approved all on major new initiatives/acquisitions for the Capital Expenditure Budget and Business Case pool for EVP by ensuring that they financially achieve our targeted rate of returns, makes sense from a business perspective and are tracking within their budgets. In collaboration with the Project Manager, lead role in tracking and reporting on all Projects, including cost overruns and key milestones, from approval date to post mortem/completion reviews.

SENIOR MANAGER- STRATEGIC PLANNING & MARKETING 1999 - 2002

Developed and maintained reporting tools for a Customer relationship management system capture the calling activities of relationship managers and coverage officers for the purpose of analyzing and reporting key performance indicators to senior management. The reporting tool used Excel macros and produced over 300 reports per month and was widely used by Senior Executives.

Research and preparation of Scotia Capital’s portion of Annual Report, MD&A, Quarterly highlights, Executive Briefing Binders, and Town Hall Presentation.

Various special projects including the evaluation of new products and business processes, Knowledge sharing, and the evaluation of the management controls for the detecting and deterring of money laundering.

TORONTO DOMINION BANK 1997 - 1999

SENIOR BUSINESS PLAN ANALYST

Appointed as Assistant Treasurer of the new First Nations Bank of Canada (an 89% subsidiary of the TD Retail Bank, reviewed and analyzed monthly financial statements and commentaries for reporting to the President and Board of Directors.

Maintain ongoing relationships with both internal and external auditors to ensure compliance of financial reporting and internal controls with OSFI and CDIC. Preparation of working papers and financial statements for annual audit and CDIC SARP.

Development of financial policies and forecasting model for the purpose of Offering Memorandum for private placement.

Coordination with President, auditors, underwriters and lawyers to produce final Offering Memorandum.

Development of forecasting model for Medium Term Outlook and Annual Business Plan. Worked with President and other senior executives to prepare final plans for approval by Board of Directors.

Preparation of corporate tax returns. Research and advised on various tax, accounting and regulatory issues.

SHOPPERS DRUG MART LIMITED 1995 - 1997

OPERATIONS FINANCE CONTROLLER

As a member of Ontario Executive Committee, managed and controlled regional and store financial needs by setting store financial targets, and analyzing and assessing operating results:

Develop detail financial and operational Annual Budgets, Key Metrics and Quarterly Financial Forecasts with Vice President, Operations, Operations Executives and Associates (i.e. franchisee-pharmacist/owner) for approximately 50 stores.

Provided financial and operational recommendations to store to improve profitability and to negotiate fair and equitable earnings split between Corporate Head Office and the Associate.

Ongoing advice to store Associates (i.e. 50 Owner-Managed businesses) on financial and operational issues including the liaison with various corporate accounting and operational departments; the evaluation of the performance of the store administrator; and the resolution of problems with suppliers and external auditors

DELOITTE & TOUCHE 1985 - 1995

SENIOR AUDIT MANAGER

Supervised and reviewed the work performed by audit staff members on several audits and special assignments in progress at same time (as many as 15 to 20 staff under my supervision). Was in the Small Business (Owner-Managed) Group dealing with all aspects of our relationship (accounting, consulting, audit and tax), as well, was a part of the Retail Specialty Team.

Preparation or review of financial statements, annual reports, MD&A, special reports, personal and corporate tax returns, management letters, business plans, budgets and prospective financial information.

Significant role in approximately ten prospectuses or public offering documents for companies filing with Canadian and U.S. securities commissions. Participated in several special assignments including proposals, fraud investigations, development of management control systems, corporate and personal bankruptcies (including companies under CCAA), review of retail inventory systems, and GST engagements

Professional Experience

Chartered Accountant CICA (Deloitte & Touche), 1989

Certified Management Accountant, 1987

Bachelor of Arts –Commerce and Economics, University of Toronto (Scarborough), 1981

ACTRA (Alliance of Canadian Cinema, Television and Radio Artists)

Part time Actor/screenwriter (a member of ACTRA). I was on Board of Director and acted as the Treasurer for a small non-profit theatre company.

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