Keren Stephen Cfa, Cpa, Cgma, Pmp Email & Phone Number

Toronto, ON, CA

United States

Ontario, Canada

Provides finance, technology, customer service & industry expertise to - turnaround organizations facing financial or operational challenges and - scale businesses for rapid growthAreas of expertise:- Strategic & tactical planning; Scenario modeling, on-demand forecasting- Cashflow management, funding and improvements in balance sheet health- Work force.

London, England, United Kingdom

Vice Chair Membership Committee - 2020/21

Toronto, Ontario, Canada

• Transformed the finance and non-IT infrastructure functions at IIROC. Provided financial leadership and partnered with IT, HR and business leaders to successfully execute on IIROC’s three-year strategic plan. Inspired.
• Delivered on the financial plan and partnered to execute on IIROC’s three-year strategy to become an efficient and leading-edge regulator
• Implemented new ERP and CPM systems, a key milestone which provided flexibility and data for decision making
• Transformed the finance function at IIROC into a strong business partner and increased team engagement
• Drove rapid improvements at IIROC in financial governance, reduced risk and built up financial reserves
• Increased client satisfaction and efficiency of non-IT infrastructure service delivery at IIROC

Lead inter-departmental projects/initiatives and provide financial and analytical support. Program initiatives have covered Market Surveillance, Trading Review and Analysis, Enforcement, Business Conduct Compliance and Information Technology.

Toronto, Canada Area

Managed the Cash and Securities Re-engineering project.Dissected and analyzed the project components of the complex reconciliation on-boarding cycle at BMO Independent Controls and designed a framework for on-boarding complex reconciliations to aid implementations and arrive at a more accurate forecast of time, effort and cost to deliver.

Toronto, Canada Area

Capital markets - Trading Profit & Loss risk mitigation, Integrated Risk Initiative (IRI) ProgramBMO 2010 Annual Best of the Best HonoureeReceived this award with the following citation:It gives me great pleasure to congratulate you on being selected as one of Bravo’s Best of the Best for 2010.Keren, you have consistently displayed a strong customer focus.

Performed various roles leading to Head of Global Research Delivery servicing global investments banks, asset managers and hedge funds in the USA, Europe and Asia. Managed client delivery across Amba offices in India, Sri Lanka and Costa Rica. Developed and implemented account management and delivery structures and research best practices and was.

• Held various positions during my tenure in the Group including:
• Group Chief Financial and Operations Officer (Singapore)Directed the finance and operations of the group (Head Office in Singapore) including a spin off.
• Manager Group Corporate Planning, Corporate Finance division (Sri Lanka/UK/Singapore)Managed group corporate finance activities including acquisitions, mergers and restructures, strategic alliances and group.
• Manager Finance/Operations – iom.compositiongroup Inc (USA)Managed the post merger restructure of The Composition Group in California.Successfully managed the scaling down of the company and transfer of processes off.
• Corporate Planning Manager – MidEast Solutions (A JV between iOM Singapore and the Emaar group in Dubai, UAE) Was involved in the set up of a joint venture in the UAE.
• General Manager – iOM Lanka (Sri Lanka)Directed the company’s local activities and had overall responsibility for budgeting and the financial bottom line.

Cfa Charterholder, Financial Investments

Activities and Societies: CFA Toronto Society

Pmp, Project Management

Activities and Societies: PMI Southern Ontario Society

Fcma, Cgma, Management Accounting

Mba, Management

Activities and Societies: Founder member MBA Alumni

Education record