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Financial Planning Vice President

Location:
Toronto, ON, Canada
Posted:
April 19, 2024

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Resume:

ANTHONY LAUD

Finance Executive/Vice President Financial Planning & Analysis

416-***-**** ad44rh@r.postjobfree.com

https://www.linkedin.com/in/anthony-

laud-28452513/

SUMMARY

Financial Planning Executive, Business Strategy Leader, and consultant, with 20+ years' experience. Extensive financial, strategic, and operational planning experience complemented by strong technical knowledge including expert level financial systems, Excel & PowerPoint ability, great relationship building and communication skills, strong leadership qualities and proven effective management skills. SKILLS

Accounting Systems Budgeting Business Strategy Corporate Planning ERP Implementations Excel Financial Reporting Mergers & Acquisitions Powerpoint Private Equity Strategic Planning EXPERIENCE

11/2019 - 04/2024

Toronto ON

Executive Financial Consultant

AJLaud Financial Consulting Ltd

In 2019, I set up a financial consulting business and over the past 5 years have advised companies in multiple industries. A number of the major assignments are listed below. Scope of services included: Financial leadership - setting up, and managing, the financial reporting function, ERP & accounting systems, and team Financial planning - setting up the FP&A function, budgeting process, cross-functional planning structure and KPIs Strategic planning - guide companies through launch, go to market planning, and continually drive efficiency improvements across all areas of the business to increase EBITDA and ROI Corporate Finance - Raised $40M in funding across 8 companies. Advised, and drove, M&A processes and managed investor relationships

Chief Financial Officer

KGK Science Inc

KGK Science is a leading contract research organization based in London, ON Lead the company through an acquisition and spin out from a public to private equity owned company Revamped and lead the company-wide planning process including annual company and department budgets Raised an additional $10m financing to aid the company in its upcoming strategic growth plans Executive Strategic Planning Consultant

TekSavvy

TekSavvy is a residential, business and wholesale telecommunications company based in Chatham, ON Referred by an industry colleague to take over from Ernst & Young as financial, strategic, consultant to the Company Put together the strategic and financial plan for the companies planned network build out and expansion Presented scenario analysis findings to management and advised them on every cost component of planned growth Chief Financial & Restructuring Officer

BC Craft Supply Co Ltd

BC Craft is a publicly listed diversified life-science company based in Victoria, BC. Built detailed margin models, and carried out thorough analysis of all products in market to guide the Company in pricing and strategic decisions going forward

Raised ~$2m in DIP financing to fund, and then guide, the company's efforts through restructuring process Oversaw filing requirements including Quarterly Financials Statements and Management Discussion and Analysis Executive Financial Planning Consultant

FundThrough

FundThrough is a fintech company that enables businesses to access unlimited capital based on the value of their outstanding customer invoices

Guided the company in setting up its Financial Planning and Analysis function, processes, structure and team Set up the annual planning, and benchmarking process, working cross functionally with management and investors Lead the development of a detailed financial model to be used for internal planning and future financing requirements Chief Planning Officer

Rolling in Green

Rolling in Green was a Health Canada cannabis licensed manufacturer in Windsor, ON Built the financial model to be used for internal financial, and operational, planning and forecasting Raised $4m through Series B funding round

Lead the company through complete systems and financial set up Lead the company to a successful acquisition by an established, competitive, operator in the industry E q

EXPERIENCE

09/2018 - 10/2019

Toronto ON

Vice President Financial Planning and Analysis

Kognitive Marketing

I was hired to manage the Finance team, lead the planning function and improve insights to enhance performance and profitability, in addition to leading the strategy and expansion into wireless Kognitive Marketing is an outsourced sales staffing company that was expanding into the wireless industry Led the on-going planning process, including annual and department budgets, scenario analysis, and business cases to support initiatives

Built detailed, flexible, commission modelling, which was integral for the core sales staffing business Successfully developed the 2019 plan to drive growth in the core business Created the long-term vision and financial plan to drive growth through expansion into the wireless industry Played integral role in successfully acquiring 13 wireless dealerships and signing with a Big Box retailer 10/2016 - 03/2018

Toronto ON

Director Planning & Strategy

TELUS (National Business)

Managed a 6-person swat team of senior managers and analysts to develop the financial plan and determine optimal short and long-term strategy for TELUS Business

TELUS is a 'Big 3' Canadian Telecommunication company Partnered with leaders across TELUS Business to provide them with sound financial and non-financial analysis to help inform key strategic decisions

Developed and implemented annual financial budget and twice annual strategy plan to ensure organization remains on track throughout year

Worked with my team to build business cases, provide insights and make recommendations to support business initiatives

Lead and delivered a number of strategic special projects as directed by leadership 02/2014 - 09/2016

Toronto ON

Director, Strategic Planning and Business Improvement TELUS (Koodo)

Managed a team of seven running the financial and strategic planning department for Koodo Continually analyzed on-going business trends and presented findings to senior executives to make informed strategic decisions

Drove the strategy behind the $100m investment to drive growth and value from the existing base Made significant improvements to business performance analytics, reporting dashboards to drive more structured and educated business decisions

Within 12 months achieved 100% engagement score from team and ranked #1 manager 09/2009 - 01/2014

Toronto ON

Director, Financial Planning & Analysis

Public Mobile Inc

Public Mobile was a Private Equity owned start up, pre-launch, wireless telecom provider I lead the design, development, and build of the financial model to be used for the company's operating activities, forecasting, strategic planning, and on-going M&A activities Managed the end to end planning process, working cross functionally, to ensure the FP&A function provided value to decision makers across the organization

Played integral role in negotiations, due diligence, and financial modelling during the initial $150m Private Equity raise, a

$250m High Yield debt deal and the eventual acquisition of the company by TELUS Continually lead modelling scenario efforts to aid in the development and growth of the business 03/2004 - 03/2008

Birmingham UK

Financial Accountant

Oxygen8 Group

Oxygen8 Group is a telecom company based in Birmingham UK with an annual turnover of $150m 09/2001 - 02/2004

Birmingham UK

Financial Accountant

Ernst & Young

Ernst & Young is a multinational professional-services, and one of the "big 4" audit, firms COURSES & CERTIFICATES

CIMA (CMA, CPA)

EDUCATION

09/1998 - 06/2001 B.Sc. in Accounting and Finance

University of Birmingham UK



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