Heath Thomas

Heath Thomas Email and Phone Number

Business Finance Consultant @ Oceanwide Capital
Newmarket, ON, CA
Heath Thomas's Location
Newmarket, Ontario, Canada, Canada
Heath Thomas's Contact Details

Heath Thomas work email

Heath Thomas personal email

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About Heath Thomas

“It’s not about having the right opportunities. It’s about handling the opportunities right.” - Mark HunterFinancial management refers to the strategic planning, organizing, directing, and controlling of financial undertakings in an organization or an institute. An adept Financial Leader applies management principles to an organization’s financial assets while also playing an essential part in fiscal management. As a Financial Services Professional, my priority is to adequately manage an organization’s entire cash flow by supervising balance sheets, profit and loss statements, and the cost and revenue model. Responsible, either directly or by managing staff, for all cash management, investments, insurance, budgeting, and financial reporting, my role in an organization is to help drive and realize a company’s short- and long-term financial strategies and hiring needs.Through the years, I’ve accumulated expertise in steering multifunctional domains with highly reputed business establishments, proficiently leading overall operations, project management, risk management, relationship management, to name a few domains. My areas of expertise revolve around Leadership; I build and establish organizational goals by delivering excellent client experience, meaningful team building, and by maintaining a comfortable and safe business atmosphere. I also excel in hiring, training, and developing individuals from scratch into confident and resourceful professionals.As an industry-veteran, I’m certain that companies of all ranges would benefit tremendously from my accumulated expertise. I look forward to delivering impeccable high-impact Finance / P&L / Risk Management solutions through my dedication to handling multiple functions even under high-pressure environments.A summary of my professional endeavors is listed below and could be further explored in my resume.To know more about me, or how I can assist you or your businessCall me:E-mail me:Areas of Expertise:★ Project and Program Management★ Leadership & Team building★ P&L Management / ROI★ Training, Coaching & Mentoring★ Policies, Process & Procedures★ Operations Management★ Relationship/Alliance Management★ Overall Process Improvements★ Budgets & Forecasting★ Analysis & Research★ Corporate Negotiations★ HR Operations / AccountingEXPERIENCE (<10 years)

Heath Thomas's Current Company Details
Oceanwide Capital

Oceanwide Capital

View
Business Finance Consultant
Newmarket, ON, CA
Employees:
5
Heath Thomas Work Experience Details
  • Oceanwide Capital
    Business Finance Consultant
    Oceanwide Capital
    Newmarket, On, Ca
  • 6170013 Canada Inc
    Director
    6170013 Canada Inc Dec 2023 - Present
    Toronto, Ontario, Canada
    ✨ Working Capital Optimization: Proven track record in developing tailored strategies to enhance working capital efficiency, ensuring businesses have the financial agility needed to fuel growth.💸 Trade Financing: Specialized in structuring trade finance solutions that empower businesses engaged in global trade, providing liquidity and minimizing risk in cross-border transactions.📈 Business Loans Facilitation: Securing financing solutions to fuel expansion, innovation, and strategic initiatives.🌟 Why Work With Me?In a dynamic business environment, having the right financial partner can make all the difference. I am committed to understanding the unique needs of your business and delivering innovative financial solutions that drive success.
  • Easy Lend Financial
    Leasing Consultant
    Easy Lend Financial Jan 2022 - Dec 2023
    Newmarket, Ontario, Canada
    Easy Lend Financial offers Financing/Leasing for: Trucks, Trailers, Excavators, Skid Steers, Tractors, Rollers, Backhoe, Bulldozer, Dump Truck, Boom Lift, any commercial equipment.We lend to all. Offering different programs for those with stronger credit and weaker credit.Easy Lend has 10 years experience in the industry and in depth knowledge in offering the best available terms in the market.
  • Rbc Dexia Investor Services
    Quality Control Analyst / Project Lead / Various
    Rbc Dexia Investor Services Nov 2007 - Nov 2009
    Toronto, Canada Area
    RBC Investment and Treasury Services (Formerly RBC Dexia) offers a complete range of investor services to institutions worldwide. Its unique offshore and onshore solutions, combined with the expertise of its 5,500 professionals in 15 markets, help clients grow their business and sustain enhanced performance through efficiency improvements and robust risk management practices. At the time, the executive team at RBC Dexia was looking for a finance and mutual funds industry-savvy Quality Analyst also to leverage expertise across a number of business aspects. Advising and working closely with the management team, my role three-year role at RBC saw me contribute to the organization's growth and development, serving in three different leadership roles, at least two of them overlapping at any given time, serving as a subject matter expert on various fronts. Co-managing complete project lifecycles from planning to delivery, I helped design and create an expandable prototype for a business case for the project idea, which was presented to senior management of the company. Other duties included but were not limited to: Manage project lifecycle; Manage budgets; Enforce policies and procedures; Produce Reports; Oversee the delivery of superior client service; etc.Select accomplishments:• Project Co-Lead, Investor Reporting Database Improvement Project, RBC-Dexia~Held this role in conjunction with the below position and co-led a project with a mandate to improve processing accuracy. Led projects that improved client relations and enhanced their adherence to industry regulations.• Quality Control Analyst, RBC-Dexia~Administered over $150 Billion in assets for 80 mutual fund dealers and over 1,000,000 clients.• Processing Administrator/Quality Analyst~ Oversaw up to 500,000 client portfolios with over $60 Billion in assets, drawing on solid relationship-building insight to generate new mutual fund accounts for RBC.

Heath Thomas Skills

Mutual Funds Project Management Investments Risk Management Strategic Planning Customer Service Ms Project Training Leadership Development Coaching Financial Services Leadership Portfolio Management Public Speaking Business Analysis Team Building Change Management Equities Securities Entrepreneurship Databases Asset Managment Asset Management Management Team Leadership Fundraising Wealth Management Social Media

Heath Thomas Education Details

Frequently Asked Questions about Heath Thomas

What company does Heath Thomas work for?

Heath Thomas works for Oceanwide Capital

What is Heath Thomas's role at the current company?

Heath Thomas's current role is Business Finance Consultant.

What is Heath Thomas's email address?

Heath Thomas's email address is he****@****onto.ca

What schools did Heath Thomas attend?

Heath Thomas attended University Of Toronto, Laurier Collegiate/west Hill.

What skills is Heath Thomas known for?

Heath Thomas has skills like Mutual Funds, Project Management, Investments, Risk Management, Strategic Planning, Customer Service, Ms Project, Training, Leadership Development, Coaching, Financial Services, Leadership.

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