Richard Lloyd, Cpa, Ca, Cbv Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, CA

Led a team of 50 professionals within BNS's Retail Products and Services "Integrated Business Solutions" team. Primary responsibilities consisted of directing the retail bank’s consolidated financial plan, forecasts and quarterly business unit results review with Senior Executive and Canadian Banking Group Head. Also, oversaw corporate governance and.

Calgary, AB, CA

Roynat Capital, a stand alone, wholly owned subsidiary of Bank of Nova Scotia, is a specialty commercial finance lender and mid-market equity partner. Reporting to the CEO, accountabilities included the finance function, operations, technology infrastructure and applications development. The finance functions included financial reporting and planning.

• Travelers Leasing Corporation, an independent non-prime auto finance provider in Canada was sold to the Bank of Nova Scotia in 2007, at which time it was the 2nd largest independent in the market. Travelers was.
• Successful sale of Travelers to BNS, including generation of the underlying financial models and preparation of the CIM, execution of the due diligence process, and management of the integration plan post acquisition
• Led the development and build out of the Operations team, satisfying the Bank’s corporate and regulatory governance, quality control, and internal audit requirements
• Absorbed a $200MM Bank acquisition of a competitor’s non-prime Auto Finance book, customizing financial and operational processes, thereby enabling the administration of this 3rd party portfolio
• Built and grew a business from under $200MM in managed assets in 2005, achieving a CAGR of 33% over the subsequent 7 years, while attaining the highest risk adjusted return across the Bank’s lending portfolio of assets

Radarsat, a subsidiary of MacDonald Dettwiler & Associates (MDA), is a provider of information and communication solutions based on satellite-derived data. Core accountabilities at Radarsat included the management of all financial and accounting functions, including financial planning and forecasting to the parent.

Chengdu, Sichuan, CN

ArrayComm, a software developer in the telecommunications sector, provides smart antennae software solutions to wireless carries and OEM suppliers. Key responsibilities included financial planning, financial modeling while working with product management to formulate new business cases, and recommending to Executive financial terms for new commercial.

Worldwide, OO

As a Manager, Financial Advisory Services (FAS), responsibilities included the management of client engagements within the Mergers & Acquisitions, Valuation and Restructuring services lines, focusing on manufacturing, software and electronic commerce sectors. Prior to joining Deloitte's FAS group, earned a CA designation while working in Deloitte's Audit.

Ivey Executive Leadership Program, Executive Management

Chartered Business Valuator, Business Valuation

Chartered Accountant, Accounting

Bachelor Of Business Administration (Bba), Accounting And Finance