Jason Applebaum, Cpa, Cma Email & Phone Number

Greater Toronto Area, Canada

• FWB empowers business owners by providing them with insightful and timely data so they can better understand and grow their businesses• We create paperless cloud-based, modern and seamless accounting and reporting systems for our clients• Act as CFO and strategic advisor to founders and business owners• Oversee a growing team of accounting and finance professionals that provide high-quality full-service bookkeeping, accounting, payroll, HR, tax, and CFO services to small and medium sized businesses across Canada

Greater Toronto Area, Canada

Toronto, Ontario, Canada

• Act as a strategic bridge between founders and &Capital and portfolio companies• &Capital helps companies grow; we're entrepreneurs, not financial engineers• We are creators, brand-builders, and cultural fire starters with expertise in growing brands and scaling business to create millions in real value• We understand the emotion & effort of growing a business so are true partners with founders

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• CFO transition, retained for ongoing fractional support• Improved global treasury, expanded cash supply by months while improving supplier relationships• Led weekly Board cash flow discussions, planning and analysis• Built integrated financial models to create compelling stories for investors during capital raises• Eliminated $1M of spend in weeks, in three months generated annualized $10M savings plan• Created scenarios & visualizations so Board could quickly understand implications of choices, allowing $5M+ of critical investment decisions

Greater Toronto Area, Canada

Greater Toronto Area, Canada

• ERP implementation (JustFood / Microsoft Dynamics 365)• Process improvement

Toronto, Canada Area

• Shortened month-end from 20 days to 6 days for year end, enabling on-time 10-K filing• Rebuilt shared services to improve engagement, processes, throughput, SOX compliance• Resolved 6-9 month overdue supplier payments causing weekly facility shut-downs

Toronto, Canada Area

• Led finance across divisions, ensured optimized decisions were made in a global context• Built an achievable budget delivering double-digit revenue and EBITDA growth in 4 weeks with stakeholder buy-in• Shifted thinking from GAAP for auditors to providing insight for management & Board• Developed global transfer pricing & cost allocation policies, led formalization of tax & legal structure• Improved cash flow forecast, extended timeframe from 1 to 3 months with improved accuracy

Toronto, Canada Area

• Provide divisional leadership in President’s stead• Provided targeted cost-drivers to leadership to create a $6M cost reduction without slowing growth• Improved A/R process and reporting, brought overdue <1/5 corporate average, write offs $500k to nil• Ensured strategic prioritization of fast-growing profitable businesses by deciphering unidentified $3M+ cost allocations, and supporting the President in explaining results and variances to the Board• Provided clear, concise, actionable reporting & visualizations that set the corporate standard for reports• Reduced month-end close from 5 to 2 days and provided analysis and commentary at closing

Toronto, Canada Area

• FP&A, decision support, and M&A integration for one of Onex's portfolio investments.• Lead operations finance, integrate acquisitions and a start-up in a $100M division with 25% CAGR• Uncovered $3M EBITDA help by analysing plan vs. actuals and trend in first month• Discovered, explained, resolved $3M budget error understating EBITDA $3M in second month

Toronto, Canada Area

• Improved engagement from record low 33% by creating an open, supportive culture with a clear vision• Developed Finance’s 5 year strategic business plan to support corporate strategy, approved in 3 weeks• Achieved executive buy-in within two months for revised planning and approval processes: budget, quarterly forecast, strategic plan, 5 year plan, 20 year capital plan• Corrected and adjusted executive long term incentive model, prepared rationale and Board papers• Built strong, open cross-functional relationships across all levels and departments in the first month• Ensured appropriate focus and resources were aligned to complete a $500M IT outsourcing project• Engaged stakeholders and process owners, gathered honest cross-functional feedback to facilitate redeveloping finance processes end-to-end• Received unsolicited feedback that culture is improving after holding customized team-building events• Worked with HR to recruit 35% of team including hiring in record time: <1 week from first interview to starting• Oversaw preparation of business unit month-end financial reviews• Ensured development of a comprehensive new hire training process

Toronto, Canada Area

• Oversaw all procurement, purchasing & inventory• Improved profit margin 3% points by building relationships between conflicting interests of buyers, vendors, logistics, finance; created systems to manage replenishment, new items & promotions to improve speed & volume, increase marketing support, reduce supply chain costs, minimize write-offs• Developed new structure, recruited & trained staff, tailored style & developed staff leading to promotions, unprecedented bonuses & recognition as top performers• Led a global Finance team to determine key performance indicators for all functions & levels, developed a global executive KPI process, report and tool• Consistent top 10 supply chain performance vs. competitors: years of all-positive vendor feedback, supply chain was Nuance’s best-rated area, e.g. “reliable, no problems, our best customer”, “rarely experiences out of stocks”, “product on shelf faster than competitors due to collaboration”• Integrated local supply chain with new global supply infrastructure in 6 months: analyzed assortments, supply chain parameters, assessed impact on order cycles & inventory levels & freight, compared costs & recommended changes; configured local & global systems & processes• Negotiated business terms with vendors, VP Merchandising, Category Managers, CFO, Logistics to ensure maximum benefit to business ($1M+) regardless of individual targets• Built vendor performance tracking processes & led supply chain improvement: fill 70% to 84%, on-time 16 days late to 1 day early (shipments 70% late to <10% late), master data quality (error fixes 40% of changes to <5%)• Created a team of master data experts who became the global standard for accuracy & responsiveness• Built processes to run a >$1M wholesale business without extra inventory• Reviewed, revised & provided interpretation support on vendor & joint venture legal agreements• Achieved consistent inventory turn improvement despite luxury brand growth, industry crises, etc.

Toronto, Canada Area

• Promoted into a struggling department to motivate and successfully led department reengineering• Implemented processes to reduce inventory 30%, while improving in-stock from 77% to 97%• Led system & process change initiatives to improve department efficiency, effectiveness & morale• Improved governance, control & compliance: created policies to improve buying & reduce risk• Reconfigured & redeployed SAP MM, LO, SD modules• Led direct reports’ role change from clerical to analytical business advisers

Toronto, Canada Area

• Led Nuance’s best-ever SAP FI CO implementation• Led cross-functional budgeting, forecasting and long-term planning processes• Led financial modelling and analysis for new business development opportunities

Toronto, Canada Area

• Created Nuance's first comprehensive management reporting package• Implemented Nuance’s first OLAP tool Hyperion Essbase• Created the category line review process• Reported and analyzed weekly and monthly sales and margin, investigated and resolved variances

Toronto, Canada Area

• Developed new reports in Cognos PowerPlay to improve analytical work in other departments• Rapidly demonstrated resulting in others outside my scope of work requesting my involvement

Toronto, Calgary

Roles:Wal-Mart Sales FinanceCategory Finance for 3 of P&G's top 10 brandsAccount Manager Walmart• Increased sales & profits $20M+ by leading a nation-wide category pricing and profitability analysis; received an award for initiating and implementing one of Canada's top projects• Persuasively sold Wal-Mart a 20% price increase• Led business analysis, planning, managed budgets & finances for 3 of P&G’s top 10 brands: $400M+ in revenue and $50M+ in spending• Evaluated and improved promotions to grow share of P&G’s #2 brand by 20%• Developed & enacted a $9M spending plan that turned around a declining business• Led a multifunctional team to develop & implement a successful competitive defence strategy• Developed new reports in Oracle Analyzer to facilitate work across functions

Cpa, Accounting And Finance

Cma, Accounting, Strategy, Leadership

Honours Bachelor Of Science, Pharmacology & Human Biology