David Mason Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Canada Area

Oversight of the administration of FP Canada's certification processes ensuring adherence to ISO standards; including verification of eligibility of examination candidates, administration of FP Canada's high-stakes examinations, making the certification decision, certification audits, annual certification renewal, and reinstatement of lapsed certifications.

• Responsible for strategic direction and project management of all key membership projects and initiatives
• Improve service quality through the use of Six Sigma value stream mapping, SIPOC and EFM systems, resulting improved ease-of-use and the design of new online services for advisors
• Support other members of the Senior Management Team and Board of Directors by providing relevant metrics with appropriate key performance indicators; quarterly reports to track, analyze, and… Show more
• Support other members of the Senior Management Team and Board of Directors by providing relevant metrics with appropriate key performance indicators; quarterly reports to track, analyze, and forecast results; and.
• Provide expertise, best practices, and support with project and change management principles and methodologies
• In conjunction with other members of the Senior Management Team and Board of Directors, set strategic objectives, build annual business plans, implement plans, and provide ongoing reporting of key performance.

• Reported to COO; identified gaps in process efficiency and implemented improvements through the preparation of process workflow diagrams and introduction of technology solutions
• Project Manager responsible for creation and oversight of all association projects related to process and customer service improvement. Projects successfully introduced and executed included the elimination of all.
• Project Manager responsible for creation and oversight of all association projects related to process and customer service improvement. Projects successfully introduced and executed included the elimination of all.
• Segmented customer database for the identification and execution of target marketing-based programs and forecasting of membership trends Show less

• Streamlined administrative processes, improving customer service and reducing department from six to two administrators, freeing the remaining four to focus on revenue generating activities
• Increased revenue by through introduction of new products, target marketing through customer analysis and market segmentation, and improving customer service standards
• Led annual membership renewal project, interfacing with Marketing, Accounting, Member Services, and Administration… Show more
• Led annual membership renewal project, interfacing with Marketing, Accounting, Member Services, and Administration departments to consistently exceed renewal targets Show less

Master Of Business Administration - Mba, Leadership, Behavioural Marketing, Organizational Behaviour

Certificate, Project Management

Ba, Computer Science