Grant Gingrich, Cpa, Cma Email & Phone Number

Waterloo, Ontario, Canada

Waterloo And Toronto

• Business planning: profit modeling, multi-year forecasts, pitch financials, investor reporting.• Product planning: pricing, costing and profitability; hardware and SaaS product P&L’s.• Growth enablement: goal setting (sales / budgets / profit), cashflow and breakeven planning.

Waterloo, Ontario, Canada

• Company sale transaction: led due diligence phase, resulting in full valuation. • Led company strategic plan reset for the next 4-year period. • Responsible for information security policy framework, HIPAA compliance and ISO 27001 annual certification. Owned Legal, IT, Finance, Resource Management and VPMO functions.

Waterloo

• Developed and implemented a new enterprise risk management (ERM) framework.• Led the annual planning process, derived from strategic plan and ERM. Resulted in integrated objectives, budgets and resource plans as company grew from 48 to 90 employees. • Implemented business operations planning, KPIs and management reporting as company transitioned from a founder-run, to a professionally managed global enterprise.

Waterloo

• Profitability planning and risk analysis for a startup technology company.• Product costing and customer pricing analyses for HW, SW and cloud-based services.• Budgets, forecasts, management reporting, banking / BDC / EDC relationships, financials for project government funding applications.

Waterloo

• Project management lead on expense efficiency and effectiveness initiatives: operating model, service framework, unit costing, reporting, policies and procedures.• 2014 budget planning for 180 cost centres and 2,100 staff. • 20-year business case evaluation of new Provincial Registered Pension Plan product.• Managed and restructured a team of 18 to more effectively support the business.

Waterloo

• Finance project manager on $1b cost and resource efficiency initiative. Standardized methodology to enable data sharing across teams and challenged teams to achieve targets.• Streamlined a $1.2b capex approval and spending process (governance, planning and systems) and established an executive capex review committee.• Developed a subscriber-based unit cost model for BlackBerry data centres. Resulted in SaaS product P&Ls and ongoing pricing and cost optimization disciplines.• Led a… Show more • Finance project manager on $1b cost and resource efficiency initiative. Standardized methodology to enable data sharing across teams and challenged teams to achieve targets.• Streamlined a $1.2b capex approval and spending process (governance, planning and systems) and established an executive capex review committee.• Developed a subscriber-based unit cost model for BlackBerry data centres. Resulted in SaaS product P&Ls and ongoing pricing and cost optimization disciplines.• Led a team of 16 FP&A staff responsible for $5b in opex and capex spending. Show less

Waterloo

• Implemented process, reporting and control enhancements as company grew tenfold in size.• Developed an R&D reporting package for 20+ VPs; partnered with IT to develop dashboard reporting; and led advancements in budgeting, shipment reconciliation and KPI metrics.• Forecasted savings, established $7m provision, and monitored 2002 restructuring initiative.• Responsible at various times for external audit liaison, margin-mix modeling, cash flow analysis, and preparation for quarterly… Show more • Implemented process, reporting and control enhancements as company grew tenfold in size.• Developed an R&D reporting package for 20+ VPs; partnered with IT to develop dashboard reporting; and led advancements in budgeting, shipment reconciliation and KPI metrics.• Forecasted savings, established $7m provision, and monitored 2002 restructuring initiative.• Responsible at various times for external audit liaison, margin-mix modeling, cash flow analysis, and preparation for quarterly CEO / CFO investor conference calls. Show less

Toronto, Cobourg, Halifax, Mississauga

• Developed region-specific category strategies and delivered presentations to Ontario and Atlantic region customers; reinforcing alignment of Kraft strategies with consumer needs. • Implemented a process of collaborative planning with 2nd largest national customer; aligning Kraft strategies with customer metrics and reward structures.• Ongoing training of 50+ Sales staff to transition from relationship, to fact-based selling.• Forecasted and analyzed productivity and commitments… Show more • Developed region-specific category strategies and delivered presentations to Ontario and Atlantic region customers; reinforcing alignment of Kraft strategies with consumer needs. • Implemented a process of collaborative planning with 2nd largest national customer; aligning Kraft strategies with customer metrics and reward structures.• Ongoing training of 50+ Sales staff to transition from relationship, to fact-based selling.• Forecasted and analyzed productivity and commitments for a $120m manufacturing facility. Show less

Chartered Professional Accountant (Cpa, Cma)

Co-Op Honours Bachelor Of Business Administration (Bba), Accounting And Business/Management

WLU '92 Co-op Grad Class President. Recipient of Alumni Association 75th Anniversary Award for extra-curricular involvement. Teaching.