Michael Regan, Cpa, Cma

Michael Regan, Cpa, Cma Email and Phone Number

Business Analyst, Cash Management Group | Canaccord Genuity @ Canaccord Genuity Group Inc.
161 Bay St, Toronto,Ontario,Canada
Michael Regan, Cpa, Cma's Location
Vancouver, British Columbia, Canada, Canada
Michael Regan, Cpa, Cma's Contact Details

Michael Regan, Cpa, Cma work email

Michael Regan, Cpa, Cma personal email

Michael Regan, Cpa, Cma phone numbers

About Michael Regan, Cpa, Cma

As part of the Cash Management Group at Canaccord Genuity., we manage just over $2.5 billion of institutional cash, a highly competitive foreign exchange program and an exclusive private client wealth management service. Our focus is on building and maintaining a high level of client satisfaction and investment return. Within our team of thirteen associates, we are able to continuously identify opportunities with the vision to build, preserve and enhance the wealth of our clients. Each member of our team has unique strengths, which allows us to offer superior service, advice and performance. Our clients learn to expect the best.Institutional Cash Management & Foreign Exchange:With just over $2.5 billion of cash deposits, we negotiate superior rates on behalf of our client through our strong partnerships with all major banks. The enhanced yields our clients receive are complemented by our world class service. Our Foreign Exchange rates are priced to win.Private Client Wealth Management:We customize each portfolio to suit your risk level and exceed your performance expectations. If your portfolio is $1 million + we would love to compete for your business!

Michael Regan, Cpa, Cma's Current Company Details
Canaccord Genuity Group Inc.

Canaccord Genuity Group Inc.

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Business Analyst, Cash Management Group | Canaccord Genuity
161 Bay St, Toronto,Ontario,Canada
Employees:
973
Michael Regan, Cpa, Cma Work Experience Details
  • Canaccord Genuity Group Inc.
    Business Analyst
    Canaccord Genuity Group Inc. Feb 2018 - Present
    Vancouver, Canada Area
  • Raymond James Ltd.
    Business Analyst
    Raymond James Ltd. Mar 2015 - Feb 2018
    Vancouver, Canada Area
  • Metro Vancouver (Formally Gvrd)
    Finance Contractor- Special Projects
    Metro Vancouver (Formally Gvrd) Jun 2012 - Dec 2014
    Burnaby
    Metro Vancouver is a political body and corporate entity operating under provincial legislation as a regional district and greater boards to deliver regional services, policy and political leadership on behalf of 24 local authorities. Metro Vancouver comprises 22 municipalities, one electoral area, and one treaty First Nation.Metro Vancouver is comprised of four separate corporate entities:• Greater Vancouver Regional District (GVRD)• Greater Vancouver Sewerage & Drainage District (GVS&DD)• Greater Vancouver Water District (GVWD)• Metro Vancouver Housing Corporation (MVHC)Key Responsibilities• Formulate high level prospective financial models used in regional sustainability initiatives.• Analyze cost and environmental impact of population and infrastructure demands; propose solutions to address issues identified.• Compare existing 5-year budgets with previous projections to ensure budget is on track.• Create scenarios and options to anticipate change in policies and asset allocation between municipalities.• Produce long term debt financing projections for impact of capital plans. • Produce cash flow forecasts of maturity of investments used for investment planning.• Perform quality control check for capital plans, providing analysis and verification.• Assist Divisional Managers in preparation of capital reports and address ad hoc reporting requests.• Produce departmental business plan reports providing performance variance analysis for divisions and departments and address ad hoc reporting requests.• Responsible for supporting the Divisional Manager - Budgets, Business Support & Analysis, the Divisional Manager of Treasury & Business Processes, and the CFO.Achievements• Created long-term financial forecast for Metro Vancouver, forecasting the cost allocation of the costs of plants providing treatment beyond primary treatment.• Created financial investment maturities forecast generating a dashboard of Metro Vancouver’s investment portfolio.
  • Bdo Canada
    Senior Accountant – Public And Private Company Group
    Bdo Canada Sep 2008 - Dec 2011
    Vancouver
    BDO Canada LLP is Canada's fifth largest accounting services and advisory firm and is a member firm of BDO International, which is currently the fifth largest accounting firm in the world. BDO serves a highly diverse clientele, which includes mid-market public companies, large enterprises, government agencies, municipalities, owner-managed businesses, community organizations, and not-for-profit agencies.Key Responsibilities• Develop and maintain relationships with small to medium sized business accounts; identify inconsistencies, propose solutions.• Conduct thorough financial audits in compliance with Canadian GAAP, US GAAP & IFRS.• Offer business advisory services to clients in mining, not-for-profit, municipality and real estate sectors; improve efficiencies in operations and processes, focusing on internal controls.• Evaluate corporate governance, internal controls, management information systems; communicate results of control effectiveness to senior management and team.• Document and test internal controls in compliance with SOX.• Coach and mentor junior and intermediate staff throughout engagement; provide support and encouragement necessary to meet target deadlines without burnout.Achievements• Selected to work on BDO’s largest and most profitable client. • Valued member of BDO’s largest engagement team. • Identified inconsistencies in audit files and proposed solutions resulting in cost savings.• Successful completion of complex audits under tight timelines.• Effectively worked simultaneously on a SOX and financial statement audit. • Received accolades for efficiency, professionalism and exemplary customer service resulting in the generation of additional referral clients.
  • Chevron Canada Limited
    Pricing Analyst - Commercial & Industrial Marketing
    Chevron Canada Limited Aug 2006 - Jan 2007
    Vancouver, Canada Area
    Chevron, a wholly owned subsidiary of Chevron Texaco Corporation, is a British Columbia based company with retail and commercial fuelling operations and lubricant distribution throughout the province. As one of the largest companies operating on the Canadian west coast, it has an efficient refinery, outstanding retail network, and extensive commercial and industrial operations. Key Responsibilities• Accurately compile US barrel pricing for crude oil, refinery volumes and commercial pricing.• Provide daily updates of pricing changes for customer reference and internal pricing systems.• Communicate effectively with field personnel and internal managers ranging from truck drivers to CEOs, in order to foster mutual trust and strong working relationships.• Accurate preparation of financial documents for tax purposes.Achievements• Effectively managed the duties and responsibilities of several positions during a transitional time involving a high degree of staff turnover.
  • The Better Mousetrap People
    Project Manager
    The Better Mousetrap People May 2005 - Jul 2006
    Vancouver, Canada Area
    BMP was one of the leading product development companies in the Crafts & Hobby industry. BMP’s production process included product design, manufacturing liaison, logistical support, packaging and visual design. BMP offered strategic direction, retail planograms and product positioning. Key Responsibilities• Create accurate cost projections on required materials in line with seasonal demands to maximize profit and reduce unforeseen costs.• Monitor product research and development with production team and manufacturers to identify the most efficient technologies and processes to maximize cost savings. • Oversee international productions through quality control sample testing to maintain high standards and ensure product quality.• Manage customer accounts from initial design concept to final product delivery; organizing shipping, logistics and ongoing product enhancement.• Negotiate with manufacturers for pricing on clients’ behalf to capitalize on purchasing power.• Increase sales via promotion of additional product lines to existing customers; conduct regular follow up on sales and production activities, referrals and needs identification.• Provide business modeling for clients and strategic analysis of product lines.Achievements • Promoted to serve as the primary point of contact for large number BMP’s clients. • Successfully managed international client and factory relationships through a combination of strong interpersonal and analytical skills, including effective negotiations resulting in client cost savings. • Effectively ensured production timelines and product quality were maintained.
  • Aqua-Guard Spill Response Inc.
    Administrative Sales Support
    Aqua-Guard Spill Response Inc. Sep 2003 - Feb 2005
    Vancouver, Canada Area
    Aqua-Guard designs, manufactures and supplies a comprehensive range of oil spill containment and oil spill recovery equipment for the international marketplace, including leading edge skimmer systems, containment booms and deployment systems. All products are designed to work together as a complete oil spill treatment solution. Key Responsibilities• Perform market intelligence research and assist with formulation of strategic market positioning in order to provide support for international area and territory managers (South America, Asia, Europe and North America).• Preparation of cost estimates and product specification sheets.• Assist production department with product development, production, maintenance and repairs.Achievements• Reliably formulated responses for client-centered proposals. • Efficient provision of pricing and specification packages for territory managers led to successful sales of comprehensive oil spill equipment packages.

Michael Regan, Cpa, Cma Skills

Accounting Auditing Internal Controls Financial Reporting Financial Accounting Financial Analysis Assurance Financial Modeling Project Management Variance Analysis Microsoft Office Accountable And Results Oriented Strong Communication Skills Conflict Resolution Skills Highly Analytical Problem Solving And Collaborative Planning Strategies Audit Sox Budgeting Excel Quickbooks Word Problem Solving Sensitivity Analysis

Michael Regan, Cpa, Cma Education Details

Frequently Asked Questions about Michael Regan, Cpa, Cma

What company does Michael Regan, Cpa, Cma work for?

Michael Regan, Cpa, Cma works for Canaccord Genuity Group Inc.

What is Michael Regan, Cpa, Cma's role at the current company?

Michael Regan, Cpa, Cma's current role is Business Analyst, Cash Management Group | Canaccord Genuity.

What is Michael Regan, Cpa, Cma's email address?

Michael Regan, Cpa, Cma's email address is mi****@****ail.com

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What schools did Michael Regan, Cpa, Cma attend?

Michael Regan, Cpa, Cma attended Cma- Certified Management Accountant (Strategic Leadership Program)), Chartered Accountants School Of Business, Sauder School Of Business, University Of British Columbia, British Columbia Institute Of Technology / Bcit, The University Of British Columbia / Ubc, Lcc.

What skills is Michael Regan, Cpa, Cma known for?

Michael Regan, Cpa, Cma has skills like Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Financial Analysis, Assurance, Financial Modeling, Project Management, Variance Analysis, Microsoft Office, Accountable And Results Oriented.

Who are Michael Regan, Cpa, Cma's colleagues?

Michael Regan, Cpa, Cma's colleagues are Sue Wonch, Michael Rogers, Sara Connelly, Ned Hellier, Rex Bains, Marko Ferenc, B G.

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