James W. Email & Phone Number

Whitehorse, Yukon Territory, Canada

Reporting directly to the President and Owner Direct oversight of the finance and accounting team, elevated the finance function to provide key financial analysis to shape management decisions. Provided key financial analysis to shape management decisions in an ever adapting economic climate, ensuring that cash flows were optimally managed. Lead the near and long-term budgeting and forecasting process. Coached divisional managers the financial acumen to lead their business Developed and monitored department KPIs used to gauge performance in terms of meeting strategic and operational goals. Managed and built on external relationships with Banking, Audit, and Insurance partners. Secured debt financing for strategic growth initiatives. Oversight of Fuel and Parts inventory within a complex operating environment.Coordinated preparation for external audits, ensuring proper maintenance of accounting records. Responsible to ensure all CRA related documentation is submitted correctly and in a timely manner.

Vancouver, British Columbia, Canada

Leadership of Finance, IT, and Corporate Services.Member of the Executive Committee of the SocietyInternal Committee Member of the Risk and Management Committee with Board MembersResponsible for producing Monthly Financial Statements, investigating variances, meeting with Program Managers to review results and briefing Executive Director on overall financial position.Present Finance and Risk Management Reports to Board at Bi-Monthly meetingsLead annual audit process and prepare management responses.Program oversight of Seniors Pension Management Program consisting of 1,400 clients.Provide financial analysis support to Program Managers and other Functional leaders to support strategic decisions and optimize funding and service levels.

Delta, Bc

Reporting directly to the Chief Financial Officer.Monitor and Analyze performance to plan and communicate results to management.Direct Supervision of 7 Staff and Department of 15 EmployeesManage Sales, Brand Management, Distribution and Warehouse OperationsVendor Management and New Vendor NegotiationsOversee Inventory Management and Distribution of 2,500 SKU’s to 250 Locations in Western Canada

Vancouver, Canada Area

Reporting directly to the Executive Director of Finance and AnalyticsDirect Supervision of 5 Staff (2 Senior Accountants, Int. Accountant, A/R Manager, A/P Manager) and Department of 11 EmployeesResponsible for supervision and oversight of full cycle accountingCoordinate Interim and Year End Audit Process with external audit team for Canadian, US, and UK operationsAnnual Budget Preparation, Quarterly Forecast Coordination/Submission and Monthly Variance reviews with departmental ownersCapital Budget Management

Vancouver, Canada Area

Reported directly to CFO, dotted line to VPGMFinancial statement management and capital budget managementOversaw financial operations of 5 Regions and 20 locationsStrategic member of the Market Unit Team, leading the financial objectiveDevelopment and leadership of quarterly business plan and presentationSet key performance metrics and tracked throughout period, quarter and year

Vancouver, Canada Area

Reporting directly to National Director of Planning, dotted line to VPGMOversaw financial operations of BC Market Unit with 6 locations and 1 DistributorshipAnalyze efficiencies, rates of return, productivity, and other key measures that impact revenue, cost, and pricing within the marketPromote and supported financial literacy within the marketLiaise with functional leaders to ensure open communication between all areas of the organization

Vancouver, Canada Area

Reporting directly to the Vice President of SalesDirectly managed team of 8Developed comprehensive business plan for the point-of-use filtration divisionSourced and negotiated pricing with suppliersEstablished key internal and external relationships to effectively execute on business planIncreased customer base by 120% and sales revenue by 100% in 12 months

Vancouver, Canada Area

Reported directly to Regional Vice PresidentManaged department of 30 peopleResponsible for forecasting, planning, collections, A/R, data entry and ITDevelopment, preparation, and presentation of annual operating and capital budgetProperty lease negotiation of production and retail space within BC and AlbertaUnion negotiation and cost modelling for bargaining committee

Calgary, Canada Area

Reported to Market Unit Planning ManagerAssisted with financial statement managementWorked closely with Market Unit executive team in compiling and framing up quarterly business plansProvided information and analytical support for market unit annual operating planCompleted net present value, internal rate of return, and discounted cash flow analysis on business opportunities.

Education record

Executive Program

Bachelor Of Commerce (Bcom), Finance, General, Graduated With Honours Distinction

Activities and Societies: Portfolio Management

Education record

Education record