About Me - Short Overview

Expert in driving financial and operational excellence through strategic planning, technological innovation, and team leadership. Adept at guiding the business through growth and rightsizing with a keen focus on compliance, efficiency, and profitability. Proven track record in fostering strong relationships with stakeholders, leading cross-functional teams, and delivering strategic financial initiatives

Key Career Highlights - Actions, Results

Developed a comprehensive plant performance dashboard for leadership reviews, enhancing focus and exceeding budget targets.
Implemented and refined COSO framework for improved audit controls and reporting.
Established frameworks for SAP pre and post-implementation reviews in large organizations.
Streamlined capital spend proposals, developed training modules, and enhanced capex forecasting accuracy.
Accelerated reporting across 4 plants and 2 sales regions by templating files and utilizing checklists, improving close processes by 1 day and providing key analysis for leadership.
Stabilized Shared Services with IBM through collaborative SLAs, process corrections, and quality management of support headcount.
Improved inventory close in large manufacturing plants by 24 hours through leadership support, IT enhancements, and task automation.
Spearheaded a strategic revenue and cost management initiative, achieving $2M in incremental pricing gains and reducing costs.
Led an innovative procurement transformation with a 99% purchase adoption rate globally through ARIBA implementation.
Overhauled financial infrastructure, restructuring permanent establishments and renegotiating banking partnerships.
Directed pension plan rationalization, achieving a 30% cost reduction and enhancing financial sustainability.

What size(s) of businesses / organizations do you have experience with?

  • Medium (101-499 employees)
  • Large (500+ employees)

List the names of companies/organizations you have worked for and/or consulted for, regardless of size:

PepsiCo, Molson Coors Canada, DB Schenker of Canada, Mevotech LP

What perspectives along the value chain do you have insights on, whether direct or indirect (stakeholder engagement), as an expert?

  • Raw material production
  • Primary processing
  • Manufacturing
  • Wholesaling / Logistics / Transportation

Credentials - Degrees, Accreditations, Qualifications

CPA, CA