Senior finance leader with a passion for assisting organizations that are undergoing change to: solve problems, improve processes, implement internal controls, execute and transfer knowledge. A collaborative leader who has a natural ability to build trust and listen to others which has enabled him to serve as a coach and mentor to his colleagues. He is dedicated to growth and learning for both himself and others and is an experienced instructor and trainer of business and accounting courses. A unique career path comprised of broad financial management experience gained over different industries and working with different types of organization such as: private, not for profit, crown corporations and large public companies. Recently completed the Chartered Directors designation (2022) from the Directors College (The gold standard in Director's education) Clients and employers have included: Yee Hong Geriatric Centre, Kodak Canada Inc., Cott Beverages, LCB0, Alliance Atlantis Communications and Big Brothers Big Sisters of Toronto .Specialties: *Board Governance*Strategic planning, financial planning and forecasting*Financial reporting, regulatory reporting and analysis*Process analysis, and process improvement*Change management*System implementation*Internal controls*Policies and procedures*Teaching, training, mentoring, and coaching Industry Experience:* Not- For- Profit and Charities* Health Care Services* Arts and Culture* Education and Training* ConsultingKey Accomplishments:*Led a project team that achieved a one-day close in a Fortune 500 company*Led and facilitated transformational change in the financial operations of many clients and employers *Successfully managed an IFRS project for a major Crown corporation
Bill Stephenson, Cpa, Cma, C. Dir.
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Senior Financial ConsultantBill Stephenson, Cpa, Cma, C. Dir. 2008 - PresentAs an independent senior financial consultant, I have a passion for assisting organizations that are undergoing transition to solve problems, improve processes, implement internal controls, execute and transfer knowledge. Engagements have covered a variety of assignments from strategic and business planning, financial reporting and analysis, corporate accounting policies, accounting research, asset valuations and process improvements.
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Interim Director Of FinanceYee Hong Centre For Geriatric Care 2022 - 2023Led the Finance team of one of the largest not-for-profit (over $100 mi. operating budget), culturally appropriate seniors care organizations in Canada. Supported the CFO in providing overall leadership, strategic planning and management of Finance and Accounting. Helped advise Senior Management and the Board of Directors on matters related to the financial management, strategy and business affairs of the Centre. -
Director Of Finance And AdministrationToronto North Support Services 2014 - 2018Managed the financial and regulatory reporting for a $6 mi. community-based healthcare organization. Presented financial information to management, the Finance and Audit Committee and the Board of Directors. Implemented a new payroll system (ADP) leading to a 43% savings in payroll costs. Coordinated an RFP for Audit Services leading to the recruitment of one of the leading audit firms for the year-end audit. -
InstructorCertified Management Accountants Of Ontario 2001 - 2008Toronto, Ontario, CanadaTaught the Society's Accelerated Program (a broad selection of business courses with an emphasis on financial and management accounting) through full day, in person, lectures. Students were in the process of attaining their CMA designation.
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Faculty Member, Lead InstructorSeneca College 2002 - 2005Taught mathematics and accounting courses through the School of Continuing Studies, Seneca College.
Bill Stephenson, Cpa,Cma, C. Dir. Education Details
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Mcgill Personal Finance Essentials Course -
Society Of Management Accountants Of OntarioStrategic Management And Accounting -
The Directors CollegeChartered Director (C. Dir.) 2022 -
University Of TorontoEconomics, Finance
Frequently Asked Questions about Bill Stephenson, Cpa,Cma, C. Dir.
What company does Bill Stephenson, Cpa,Cma, C. Dir. work for?
Bill Stephenson, Cpa,Cma, C. Dir. works for Bill Stephenson, Cpa, Cma, C. Dir.
What is Bill Stephenson, Cpa,Cma, C. Dir.'s role at the current company?
Bill Stephenson, Cpa,Cma, C. Dir.'s current role is Senior finance leader with broad financial management experience and competencies gained through working in different industries and types of organizations..
What schools did Bill Stephenson, Cpa,Cma, C. Dir. attend?
Bill Stephenson, Cpa,Cma, C. Dir. attended Mcgill University - Desautels Faculty Of Management, Society Of Management Accountants Of Ontario, The Directors College, University Of Toronto.
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