Francois Vachon Email and Phone Number

My objective is to optimize the costing process by ensuring the validity and precision of the information collected.

- Manage a portfolio of more than 1000 clients.- Establish and maintain good quality and durable business relations.- Manage a savings portfolio in which the total assets are superior to 10 million dollars.- Establish an investment strategy for clients whose assets are less than $100 000.- Manage a mortgage portfolio of more than 50 million dollars.- Analyse mortgage requests and grant a mortgage to qualified clients.- Analyse personal credit requests and grant personal… Show more - Manage a portfolio of more than 1000 clients.- Establish and maintain good quality and durable business relations.- Manage a savings portfolio in which the total assets are superior to 10 million dollars.- Establish an investment strategy for clients whose assets are less than $100 000.- Manage a mortgage portfolio of more than 50 million dollars.- Analyse mortgage requests and grant a mortgage to qualified clients.- Analyse personal credit requests and grant personal credit to qualified clients.- Prospect and identify new clients with a strong potential for development.- Advise clients in regards of managing and protecting their financial heritage. Show less

- Analyse, submit, and approve the financial statements for the CTC of Magog, under the business unit Global Operations, including the CTC Construction using the tool “Hyperion Financial Management” (HFM) and whose annual expenditures surpass 10 million dollars.- Prepare the monthly and quarterly expenditure forecasts/projections.- Prepare the “Top-Down” and “Bottom-Up” forecasts/projections for the CTC of Magog and Global Operations.- Prepare upon request an analysis for the head… Show more - Analyse, submit, and approve the financial statements for the CTC of Magog, under the business unit Global Operations, including the CTC Construction using the tool “Hyperion Financial Management” (HFM) and whose annual expenditures surpass 10 million dollars.- Prepare the monthly and quarterly expenditure forecasts/projections.- Prepare the “Top-Down” and “Bottom-Up” forecasts/projections for the CTC of Magog and Global Operations.- Prepare upon request an analysis for the head count and salaries for more than 150 employees.- Assist in the preparation of the annual budgets for Global Operations.- Manage the diverse expense projects and capitalisation projects for the Americas under the former Camoplast Inc. ranging between $5 000 and 1 million dollars.- Manage the access rights to the “Capital Expenditure Request” (CER) database and ensure respect of the approval hierarchy.Accomplishments- Participate in the continued improvement of the accounting base MFRF/HFM implanted in 2013 in order to meet the expectations of IRFS Standards and the needs of the management team of the Company.- Assist in the development of integrated reports via the HFM/SmartView application which allow for a better analysis of monthly financial results for the President and his team under the Global Operations business unit. Show less

- Analyse the new client accounts according to the Global Credit Policies of the Company for all credit limits under $100 000.- Put forward recommendations and conditions in order to establish an appropriate credit limit.- Formulate possible alternatives that meet the needs of the sales representatives for credit limits over $100 000.- Analyse the financial statements of more than 75 global clients operating as “Original Equipment Manufacturers” and the “Original Equipment -… Show more - Analyse the new client accounts according to the Global Credit Policies of the Company for all credit limits under $100 000.- Put forward recommendations and conditions in order to establish an appropriate credit limit.- Formulate possible alternatives that meet the needs of the sales representatives for credit limits over $100 000.- Analyse the financial statements of more than 75 global clients operating as “Original Equipment Manufacturers” and the “Original Equipment - Aftermarket” (OEM/OEA) according to their credit needs applicable for the clients having a credit limit over $500 000.- Assure that the terms and conditions of the credit policy are respected.- Create the new client accounts in SAP.- Obtain and manage the sales tax exemption certificates.- Monitor and supervise the credit blocking report and release according to the Company’s standards.- Proceed to an annual revision of the credit files while directly working with the Company’s sales team.Accomplishments- Develop a system for following and managing the sales tax exemption certificates which helped to reduce the risk penalties if audited by the United States Government (IRS). Show less

- Manage a portfolio of more than 600 members.- Establish and maintain good quality and durable business relations.- Manage a savings portfolio in which the total assets are superior to 10 million dollars.- Establish an investment strategy for members whose assets are less than $100 000.- Manage a mortgage portfolio of more than 50 million dollars.- Analyse mortgage requests and grant a mortgage to qualified members.- Analyse personal credit requests and grant personal… Show more - Manage a portfolio of more than 600 members.- Establish and maintain good quality and durable business relations.- Manage a savings portfolio in which the total assets are superior to 10 million dollars.- Establish an investment strategy for members whose assets are less than $100 000.- Manage a mortgage portfolio of more than 50 million dollars.- Analyse mortgage requests and grant a mortgage to qualified members.- Analyse personal credit requests and grant personal credit to qualified members.- Prospect and identify new clients with a strong potential for development.- Advise members in regards of managing and protecting their financial heritage. Show less

- Offer exceptional customer service.- Execute banking operation transactions for individuals and companies.- Answer individual and companies’ needs by referral to appropriate services.- Execute various administrative tasks such as filing back-up copies of processed checks, new credit card requests and customer files.