Dave Mcnab Cpa, Ca Email & Phone Number

Toronto, Ontario, Ca

We're the Deposit Champions.Our Active Deposit Management solution for Credit Unions and Banks = Patented Data Analytics + Prebuilt Business Intelligence + Knowledge Transfer to your team. Unique and powerful insights enable maximum control over cost of funds in any economic environment. Accessible, Actionable Analytics are what we deliver, along with extraordinary expert advice.FlowTracker enables Banks and Credit Unions to focus on Deposit pricing, true sales, attrition and cross-selling eliminating the diversion of effort towards internal competition amongst channels, locations and products caused by product substitution. Dave is the inventor of the underlying method and business architect / designer of the solution.FlowTracker reveals true customer/member behavior at the account level using just 7 fields of data every bank has on file. The solution consists of a patented analysis method, platform independent software, business rules that are readily customized to work with any bank's data and the banking business expertise to radically improve accuracy of depoit pricing, sales, attrition and product switching analysis bank-wide. If you're a Bank or Credit Union executive, book some time with me to see how we can help you or learn more at https://www.flowtrackeranalytics.com

Armonk, New York, Ny, Us

Strategy and transformation consulting with a focus on monetizing analytics and business intelligence. Engagements target identification of business opportunities where insight and information can yield tangible benefits. Strategies may include operational and analytical technology, people and process capabilities including data sourcing, data warehousing, CRM, campaign management, loyalty, price optimization, operations optimization and the like. Typical strategic roadmaps span 3-5 years running anywhere from 500k through 100 million in investment.

Leading discovery workshops with executives who want to scope out a Customer Profitability strategy, functionality and business financial model methods to be supported is something I do better than most, since I've been doing it for 25 years - all around the world. I also help clients know their customers better by giving them objective advice and subject matter expertise in these areas:1. Customer profitability metrics (strategy, methods, requirements, design, implementation, application)2. Customer behaviour analysis (implementation, application)3. Performance management metrics (what to measure through to compensation design)4. Application and Data architecture and strategy. Senior level subject matter expertise in the domains above working with "A" list clients in Canada, USA, Caribbean, Central and South Americas and Middle East regions.

San Diego, California, Us

Global pre-sales and implementation Subject Matter Expert support for Value Analyzer - Teradata's customer value analysis solution. Conducted pre-sales customer profitability seminars with bank executive teams throughout USA, Japan, Chile, Argentina, Brazil, Colombia, Trinidad, Abu Dhabi, Dubai and Israel.Speaker at conferences of Bank Administration Institute (BAI), Canadian Marketing Association, and national banking association conferences in Chile, Argentina, Colombia and the Caribbean.SME role to many successful customer profitability implementations including Royal Bank's - featured in a Harvard Business School case study.

Toronto, Ontario, Ca

Business Unit CFO.Re-designed sales force compensation for commissioned sales force to align with product profitability and size tiers. This change improved NPV of the sales force by over $ 7 million p.a. while simultaneously improving quality of business booked and compensation of high performers.Implemented first account-specific customer profitability application.Initiated first business unit product costing analysis.

Ca

Controller Retail BankingThe usual functions: reporting, planning, control, business unit management team duties.

Ca

Directed and managed development and support of financial systems and analytical databases. Introduced database analysis technology applications for Finance, including Funds Transfer Pricing, Customer Profitability, Credit Risk forecasting. Responsible for mainframe environment production systems development and control: general ledger, bank reconciliation / clearing, funds transfer pricing, branch compensation, cost allocations.

Selection and implementation of computer solutions.The CLCG practice merged into PriceWaterhouseCoopers (PWC) then was acquired by IBM Consulting.

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Designated as Chartered Accountant in 1985.

Marketing Strategy, Executive Marketing Program

Chartered Accountant, Finance

Bachelor Of Commerce (Honours), Marketing, Finance

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