Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I Email and Phone Number

Director of Business Operations @ University of Ottawa
Ottawa, ON, CA
Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I's Location
Ottawa, Ontario, Canada, Canada
Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I's Contact Details

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I work email

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I personal email

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About Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I

Dynamic and engaging business professional with over 25 years of international business and operational experience at the Executive Management level. I possess a proven track record of developing sound strategies and delivering results in large business transformation initiatives. Fostering a culture of inclusion and innovation; the development and empowering of multi-disciplinary teams, and networking and collaborating with diversified stakeholders are all keys to my success. Leadership, sound judgment, inclusion, and problem-solving skills are traits that I bring to every position. Intrinsically motivating teams to buy-in and engage in initiatives is a core tenet of my style and has been successful in both the public and private profit and not-for-profit domains, and numerous business sectors from healthcare to defence. Specialties: Experience in the healthcare, post-secondary education, private security and investigations, defence, engineering, utilities, specialty manufacturing, and software industries.Instituted culture of innovation, leading to the development of 13 new eLearning tools in the healthcare space including virtual reality.Successfully sourced $1M in salary support funds and grants to support innovation projects at the Department of Family Medicine.Performed five full accounting system implementations, five system upgrades and module implementations for process automation.Advanced Excel and office document software skills.Price certification and negotiations with Federal Government on establishment of sole source contracting rates and profit percentages.Managed contract negotiations and tracked projects to their conclusion.Budgeting and forecasting for both revenue/expenses and cash flow.Systems integration and proven success record in process improvements.

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I's Current Company Details
University of Ottawa

University Of Ottawa

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Director of Business Operations
Ottawa, ON, CA
Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I Work Experience Details
  • University Of Ottawa
    Director Of Business Operations
    University Of Ottawa
    Ottawa, On, Ca
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  • University Of Ottawa
    Director Of Business Operations
    University Of Ottawa Oct 2019 - Present
    Ottawa, Ontario, Canada
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  • University Of Ottawa
    Director Of Strategic Planning & Financial Services
    University Of Ottawa Oct 2019 - Jan 2024
    Department Of Family Medicine, Faculty Of Medicine
    As a member of both the Senior Leadership Team of the department and the Departmental Advisory Committee, I am responsible for providing strategic, operational and financial leadership to the Department’s activities in order to optimize the delivery of the academic mission, and ensuring the effective use of all revenue sources.Collaborate and network with multiple stakeholders at the municipal, provincial & federal levels on the future of family medicine, the expansion of medical residency clinical spaces, and the unattached patient.Develop business plans for the establishment of new family medicine teaching units in partnership with the Federal Government, the Provincial Ministry of Health, municipal government, academia, and local donors.Provide strategic, operational & financial leadership to Faculty Members and groups.Represent the Department at the Ontario Council of Universities and other Provincial University partners.Develop, implement & monitor the Department’s 5-year strategic plan.Implement innovative technology solutions to advance pedagogy delivery, department efficiencies, and employee wellness.Develop interprofessional and interdisciplinary partnerships within academia, all levels of Government, the community & industry to collaborate on research activities and advance departmental initiatives.Foster sound relationships across faculties to ensure an effective, positive & collaborative working environment, while bringing relevant subject matter experts and diverse perspectives to project teams.Lead the Management Team in structuring the Department and its resources to meet the operational needs of the academic mission in accordance with the long-term financial plan.Develop and manage, in collaboration with the Chair and the Senior Leadership Team, the short and long-term financial plan, in support of strategic initiatives, providing leadership in the planning, negotiation, risk management & funding of 8 academic units.
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  • Back Office Business Concepts
    President
    Back Office Business Concepts Jul 2019 - Present
    Ottawa, Canada Area
  • Thales Canada Defence & Security
    Director Of Finance
    Thales Canada Defence & Security May 2011 - Jun 2019
    Ottawa, Canada Area
    As a member of Senior Management it is my responsibility to develop the financial strategy for the company and work with the other Directors and Vice-Presidents to ensure the success of the annual strategic business plan.Maintain frequent contact with the Thales Canada Inc. Chief Financial Officer and the CFOs of three Global Business Units and multiple business lines in order to coordinate annual budgeting, monthly reporting and submissions of financial bids within the applicable delegations of authority.Consult with the International Financing Group on major export financing and payment issues.Ensure that all financial commitments made by Thales Defence & Security minimize the risks to the company.In conjunction with the Country Business Unit VPs, conduct reviews of company operations and the financial, contractual, and technical status of all contracts, bids, R&D, and internal projects. Ensure main projects are subjected to monthly financial reviews with all company managers at regular management meetings.Direct and control the work within the Finance Department and advise the Country Business units VPs and Global Business Units CFO of all issues of significance. Ensure monthly financial reports are generated within agreed timelines for month end, and presented to the Global Business Units Senior Management staff and Thales Canada Corporate.Negotiate company labor rates, mark-ups and profit levels with the Canadian Government. Work with the Country Business Units VPs, the Global Business Units and other company Directors to prepare the Multi Year Budget (MYB). Ensure all labor expenditures are recorded on a monthly basis and that material, sub-contracts, and all other costs associated with contracts, proposals and R&D activities are captured. Conduct monthly cost reviews to complete and analyze variances from budget.Manage cash in various currencies to minimize investment and exchange rate risk.
  • Thales
    Controller
    Thales Nov 2008 - May 2011
    Ottawa, Canada Area
    Manage the day-to-day finances for the Corporation including cash flow forecasting, departmental budgets, maintaining the project accounting system and the revenue recognition process; oversee the month-end close.Preparation of the monthly financial statements and metrics for reporting to Corporate in Toronto and France.Preparation and filing of the monthly GST/QST tax returns.Implemented Great Plains to replace Corporate Accpac system; integrating the program with Corporate Tenrox timekeeping and Oracle Primavera project management scheduling tool.Implemented SharePoint 2010, Ariett Reqnet electronic requisition management, Software Index electronic invoice approval and Kwiktag document management toolsets.Developed new reporting tool sets through SQL reporting service report builder, Visual Studio and OLAP cubes.Coordinate and manage our external auditors in the course of our annual financial review and annual tax return preparation.
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  • Back Office Solutions
    Owner
    Back Office Solutions Jun 2008 - Dec 2008
    Back Office Solutions is the small to medium business owner’s solution to back-office support. Headquartered in Orleans, Ontario, BOS has the experience to help our clients with the day-to-day financial and administrative management of their company. BOS works with our clients by maintaining their bookkeeping and payroll services, consulting on overhead expenses, providing budgeting and forecasting services, facilitating negotiations with third party vendors to lower office expenses, implementing or upgrading financial software solutions, and offering training to their employees on a variety of software programs.
  • Trialstat Corporation
    Controller
    Trialstat Corporation May 2007 - Oct 2008
    Ottawa, Canada Area
    Managed the day-to-day finances for the Corporation including cash flow forecasting, departmental budgets, revenue recognition; processing the payroll for Canadian and U.S. personnel, authorizing purchase orders, preparation of the GST/RST tax returns, oversee the month-end close, conduct financial analysis of Corporate data.Coordinated and managed our external accountants and auditors in the course of our annual financial audit, tax returns, GST/RST/EHT reviews, valuation of the Company’s stock, and filing tax credits in the form of Scientific Research and Experimental Development (SR&ED) credits and the Ontario Interactive Digital Media Tax Credit (OIDMTC).Implemented new Great Plains 10.0 accounting system to replace SaaS based Netsuite accounting system.Managed the company’s contracts.Administered the company’s insurance policies.Ensured compliance with all tax authorities in both Canada and the United States for all sales tax and payroll tax items.
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  • Mjm Investigations
    Avp Of Finance
    Mjm Investigations Dec 2005 - Feb 2007
    Raleigh-Durham, North Carolina Area
    Managed the finances and accounting personnel of all domestic and International subsidiaries in Australia and Canada.Integrated all subsidiary Companies financials into central Great Plains database for greater oversight, ease of consolidation and control.Managed global cash flow plan and budgets for all MJM companiesEstablished 3 investigative teams in Iraq to work defense based and war hazard act claims for U.S. Companies aiding in the reconstruction efforts using professional contacts.Developed, implemented and executed the annual financial business plan.Participated in the due diligence for the corporate acquisitions of Milne and Associates in Australia and Northwood & Associates in Toronto.Managed the finances of the President and CEO’s 5 companies in the USA and two international subsidiaries in Australia.
  • Mjm Investigations
    Corporate Controller
    Mjm Investigations Sep 2004 - Dec 2005
    Raleigh-Durham, North Carolina Area
    Reported key financial indicators on the Financial Scorecard at the weekly Executive Meeting.Managed MJM’s accounting department of 10 employees responsible for accounts payable and receivable, collections, expenses, payroll and general ledger.Analyzed costs and margins by line of business and updated corporate pricing to maintain established profit margins by line. Implemented all pricing changes and monitored contracts to ensure annual COLA increases are implemented for revenue maximization.Developed and maintained contingency financial plans in the event of a major account loss so that the Company can react quickly to sudden losses in revenue or cash flows.Developed, monitored and enforced the Company’s financial and internal controls – working the Financial Compliance leader to implement scaled down version of Sarbanes-Oxley.Prepared revenue reports and trend analysis by customer account to support monthly and quarterly stewardship meetings.
  • Mjm Investigations
    Accounting Manager
    Mjm Investigations Dec 2003 - Sep 2004
    Raleigh-Durham, North Carolina Area
    Managed MJM’s accounting department of 10 employees responsible for accounts payable and receivable, collections, expenses, payroll and general ledger.Worked with the external auditors to complete the annual financial audit and handle all external audits requested by the IRS or State Revenue Departments for income and sales & use tax.Prepared, update and enforce the Company’s budget and forecast – changing it to reflect current market trends.Worked with the Company’s bank to maintain a good working relationship and adopt new banking services that may streamline the Company’s operations or result in procedural time and cost savings – integrated payables, image lockbox, EIPP, and online payment process from wires, ACH and foreign drafts.Successfully negotiated new contracts with external vendors to reduce S,G & A expenses – cutting over $500,000 in annual expenses in 1 ½ years.
  • Abb, Inc
    Senior Accountant
    Abb, Inc Apr 2002 - Dec 2003
    Cary, North Carolina
    Supervised the daily functions of the staff accountants, prepared journal entries, established accruals for salaries, holidays, insurance premiums and telephones, prepared allocations to distribute the accruals to the business units, and distributed the quarterly corporate, headquarters, R&D, and trademark fees to the business units.Established procedures and automated spreadsheets.Reconciled, reviewed, and maintained all Balance Sheet accounts.Prepared spreadsheet tools and trained the accounts payable and receivable accountants in their use.Prepared annual tax schedules and audit work papers, in conjunction with the reporting staff.Participated in the planning and implementation of SAP accounting software for the Automation Division, in Wickliffe, to go live in April, 2003.Maintained the Mac-Pac Accounting system through account/center additions or deletions, new Reference Category additions, account master maintenance, and budget templates.
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  • Liofol Company
    Senior Accountant
    Liofol Company Feb 2001 - Apr 2002
    Cary, North Carolina
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  • Joyner, Keeny & Associates
    Accountant
    Joyner, Keeny & Associates Dec 1997 - Feb 2001
    Rocky Mount, North Carolina Area
    My responsibilities included the maintenance of the General Ledger, month-end and year-end closings, consolidated financial statements preparation and analysis, account reconciliation’s, journal entries, job costing, payroll, accounts receivable and payable, the monthly bank reconciliations, billing, invoicing and collections.Implemented electronic filing of the quarterly and annual 940, 941, SUTA, FUTA, ESC, and C/R 5500 tax returns resulting in simplified and timely filing and prepared schedules and verified accuracy of the annual income tax returns, K-1, and D-400.Implemented a fixed asset management system using Peachtree 2000 fixed asset program to capitalize and depreciate all company’s assets, and later migrated to FAS program.Researched and facilitated the opening of two satellite office locations, including furnishing and staffing the offices, remote computer connectivity, and centralized invoicing and bill payment.Converted the Dos-based CAK v.3 Accounting software system to the Windows based Peachtree 2000 v.6 accounting system resulting in more accurate and easier reporting to management and lower input times.Managed all government contracts with our firm, requiring the filing of bi-weekly reports and submitting requests for proposals, billing, maintaining contact with the administrative offices, and submitting completed work to respective government offices, allowing the company to retain the annual government contracts valued at $125,000.Implemented and administered the company’s Windows NT 4.0 Local Area Network which entailed adding/deleting users, troubleshooting remote access connectivity, backing-up information, and maintaining client workstations, resulting in simplified inter-office communication and project tracking and an annual overhead savings of $25,000.

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I Skills

Microsoft Great Plains Microsoft Excel Sql Reporting Services Visual Studio Olap Cubes Sharepoint Tenrox Microsoft Office Accpac Netsuite Peachtree 2000 Report Building Contract Negotiations System Integrators Financial System Implementation M&a Due Diligence International Business Venture Capital Retirement Plans Benefits Administration Commercial Banking External Audit Tax Audits Tax Compliance International Tax Microsoft Excel Auditing Due Diligence Sharepoint Contract Negotiation Financial Reporting Financial Analysis Forecasting Ssrs Financial Services Business Planning Risk Management Internal Audit Management Strategy Program Management Budgets Cash Flow Leadership General Ledger Finance Analysis Accounting Strategic Planning Budgeting

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I Education Details

Frequently Asked Questions about Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I

What company does Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I work for?

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I works for University Of Ottawa

What is Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I's role at the current company?

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I's current role is Director of Business Operations.

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What schools did Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I attend?

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I attended University Of Ottawa, University Of Ottawa, Colonel By.

What skills is Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I known for?

Jeffrey Puncher, Mdti, Cdop, Chpm, Psm Ii, Psk I has skills like Microsoft Great Plains, Microsoft Excel, Sql Reporting Services, Visual Studio, Olap Cubes, Sharepoint, Tenrox, Microsoft Office, Accpac, Netsuite, Peachtree 2000, Report Building.

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