Transformative Senior Management Professional

Diverse Industry Experience; Unique Combination of Value-Added Operations, Accounting, and People Management Experience with an Entrepreneurial, Innovation Focus; Superior Leadership Abilities using a Coaching and Mentoring Approach to Develop Engaged and Successful Teams.

EXPERIENCE

RemiFox Management Inc.

AgeCare Investments Ltd Calgary, AB October 2022-

54 Alberta, BC & ON location Retirement Living Communities

Interim Senior Financial Manager/Senior Finance Consultant

Accomplishments

Caught up complicated account reconciliations

Training and mentoring of Accounting staff

Accounting Process creation

Acquisition reporting

WorkDay ERP re-design input

Passion Dental Group Calgary, Alberta Canada June 2021 – June 2022

Startup Dental clinic acquisition company

VP of Integrations & Clinic Support

Clinic acquisition integrations (people, processes, financials)

Collaborate with Dentists and Clinic/Office/Administration Managers to ensure a positive transition

Collaborate with internal start-up team to adapt and build company

Quality of Earnings review

Purchase Price Adjustment calculations to finalize clinic sale value

Legal contract review and interpretation

Accomplishments

Successfully brought on 9 new clinics

Created successful Integrations and Onboarding process

Created internal QofE process

Created full suite of Integration and Reconciliation tools

Successfully negotiated 13 finalizations of Acquisition Purchase Price

DWG Dental Wellness Group Calgary, Alberta Canada March 2020 – June 2021

$15 million/year dental group (9 locations)

Director of Finance

Create Controls and Procedural direction for Owners

Accomplishments

Create Accounting efficiencies and go-forward process

Train Owners and Operations Team on Financial Information

Provide Strategy and guidance throughout Covid for continued operations

Brought on a new dental clinic acquisition

ATB Financial Calgary, Alberta Canada May 2017 – May 2018

$275 million/year financial institution

Senior Change Manager

Provide Coaching and Resistance Management for Managers to successfully bring their employees along the Change Process using the ADKAR model

Coordinated with the Transformation department to ensure Adoption rates are as high as possible to provide Project ROI and successful Benefit Realization

Accomplishments

Helped create strategy to disrupt and evolve the Change Management process within the Transformation Innovation department

Created connection, communication, and conversation between Stakeholders, Agile Scrum Teams (project teams), and Communications and Training partners often through virtual teams

AB Mauri (Canada) Limited Calgary, Alberta Canada October 2016-April 2017

$15million/year food manufacturer

Division of global company owned by Associated British Foods (ABF)

Plant Controller

Active participation as a Senior member of the Management and Corporate Finance team

Responsible for Annual Strategy and Budget

Capital spending tracking and Project Results Assessments and reporting

Safety Audit Committee member

Accomplishments

Training and Development of Management team on Budgeting

RemiFox Management Inc.

Tartan Canada Corporation Calgary, AB & Lloydminster, SK June 2015-Dec. 2015

$130million/year Plant Maintenance and Construction company

Interim Corporate Controller

Oversaw 3 Business Units reporting up to Tartan Canada Corporation

Worked from Business Units as well as traveled to remote site locations regularly

Developed relationships with Accounting and Operations to facilitate improvements

Led Process Improvements (including Shared Service start-up), Staff Morale, Management reporting and Advisory, Staff Development 30)

Accomplishments

Strategic Process Re-engineering for Imperial Oil project at Cold Lake

Repaired and built a cohesive Staff Team

Kiewit Energy Canada Corp Calgary, Alberta Canada March 2012-Oct. 2014

$500million/year mega project Construction Company working in the Oil Sands;

Home District for $2B of project work (Kearl Lake, Edmonton, Calgary)

District Controller (Energy Canada, Energy Group, Engineering Canada districts)

Mentor 8 direct & +/-35 indirect multi-cultural project & district staff including Shared Services

Mentor in the Leadership Succession Planning program for employees from every area (StrengthFinders, Emotional Intelligence, Crucial Conversations, Afterburner)

Active participation as a senior member of the Management team including Yearly Strategic Planning presentations and creation of annual divisional business strategies, plans, budgets, performance measures and standards

Yearly re-certification in Respectful Workplace and Code of Conduct trainings

Senior Manager involvement in Employee Engagement survey process and analysis with input as to what response to give to employee base and what actions to take to create and sustain the desired corporate culture and behaviours

Travelled to Site (Kearl Lake); participated in all Safety initiatives

SAP system implementation lead

Client negotiations and problem resolution

Managed Travel Shared Service department including flights and camp arrangements

Accomplishments

Resolved cross-functional Team issues through teamwork, team building, effective communication and conflict management

Full Project Management of yearlong $3M, 44,000sqft staged office renovation including contractor and vendor selection and negotiation and people management from external construction staff to internal management/executives/employees

Created Succession Plan for 35 staff based on Performance Management Strategy

Tarpon Energy Services Ltd. Calgary, Alberta Canada Oct. 2009-March 2012

$45million/year divisional Building Construction and High-Pressure Vessel plants in the Oil and Gas industry

Controller, Manufacturing (Structures and Process divisions)

Hiring and Leadership of Accounting and Supply Chain/Purchasing personnel and initiatives

Management team responsibilities including presentations to President & Management and creation of annual divisional business strategies, plans, budgets, performance measures and standards

Participated in Respectful Workplace and Code of Conduct trainings

Inventory Process Re-design and JIT

Safety Committee member

Accomplishments

Favorable negotiation of various Contracts

Audit Committee member with Board of Directors

Vendor contract negotiations

Wayne Farms LLC College Park, Georgia USA Dec. 2007-Aug. 2009

$130million/year divisional Poultry further processing plant

Accounting Manager

Management team responsibilities, including reporting and presentations (informal discussions and presentations with Corporate)

Followed strict food guideline safety protocols

Accomplishments

Helped to reduce overtime by 6% through scheduling

Plant closure activities

Vertis, Inc. Atlanta, Georgia USA June 2002-Dec. 2007

$165million/year divisional Printing plants for US targeted marketing company

Regional Controller ($165 million/year revenue)

Oversaw two division Departments (Tampa and NY) as well as maintained all responsibilities as Division Accounting Manager for Atlanta division

Trained and Developed Controllers in multiple locations

Division Controller/Division Accounting Manager ($45 million/year revenue)

Leadership of multi-cultural and multi-generational Accounting and Purchasing departments

Management team responsibilities, including Division/Group/Corporate reporting and presentations (daily meetings, monthly presentations)

Safety Audit Committee member

Accomplishments

Successful resolution of difficult staffing situations

Improved Parts inventory accuracy by more than 7% in a year

Cycle-time enhancements (month end, inventory, etc.)

Corporate/Division/Peer Presentations (Accounting Procedures, Parts Inventory Control, Change Management, SOX)

Participated in 5S Lean Six Sigma projects

Developed Standards and Implemented US GAAP, SOX controls database

Aloette Cosmetics, Inc. Smyrna, Georgia USA Oct. 2001-June 2002

North American Franchise Company based on home party and television shopping network selling

Controller

Leadership of Accounting and Human Resource function

Accomplishments

Participated in packaging decisions and HSN marketing

Alphair Ventilating Systems Inc./Ultra Span Technologies Inc Winnipeg, Manitoba Canada

$15 million/year privately owned manufacturer of ventilation and industrial Fans

$3 million/year privately owned manufacturer of concrete Roll-Formers sold globally

Manager of Financial Accounting and Administration

Leadership of Accounting and Human Resource functions

Accomplishments

Successful Union Negotiations (CAIMAW)

SR&ED government grant submissions

International Letters of Credit

Vendor contract negotiations

Coldstream Products Corp. Winnipeg, Manitoba Canada

$12 million/year manufacturer of industrial and commercial Refrigeration equipment

Controller

Leadership of Accounting and Human Resource functions

Accomplishments

Successful Union Negotiations (CAW)

Human Resource management

Total Quality Management team participant

Full MRP system implementation and training – first computerization in the plant area

Risk management

Vendor contract negotiations

EDUCATION

Degrees and Certifications

CPA, CGA Professional

Emotional Intelligence EQ-i & EQ360 assessments and coaching

Prosci Change Management certification with ADKAR modeling

Business Administration, Advanced Level certificate with a major in Accounting

Adult Training and Development (UofC)

Landmark Curriculum for Living

Project Management course (CGA affiliated)

Construction Safety Training System (CSTS)

Various Leadership and Business courses

Software

SAP (implementation), WorkDay, Adage, Explorer ERP’s

Microsoft Office, Google Suite, Hyperion, SuccessFactors, PeopleSoft, Tableau, Crystal Reports, PMS software (various dental)

SDG, Discovery, ACCPAC (implementation), Sage, Wave

Impact MRP (implementation)

ADDITIONAL INFORMATION

Willing to travel.

Myers-Briggs: Introverted, Intuitive, Thinking, Judging (INTJ)

DISC: Promoting/Coordinating, Analyzer (I,C)

Discovery: Creative, Inspiring/Directing, Motivator (Leadership, People Engagement)

HELM: Big Picture Orientation, Decision Making Strategy, Organization/Structure/Planning

StrengthFinders Result:

1.Responsibility (Executing)

2.Adaptability (Relationship Building)

3.Deliberative (Executing)

4.Connectedness (Relationship Building)

5.Maximizer (Influencing)

Volunteer with the CPA Financial Literacy Program

oLunch seminars on Financial Literacy topics for Entrepreneurs and Small Business with ATB Entrepreneur Centre (2017, 2018, 2019, 2020, 2022, 2023)

oWeekend and evening seminars on Financial Literacy topics for adults and children (2017, 2019, 2020)

Volunteered with Junior Achievement

Volunteer with Calgary Food Bank and Calgary Habitat for Humanity Re-store

Volunteer coach with Landmark Worldwide Self Expression and Leadership program

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