Robert Mcfarlane
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Robert Mcfarlane Email & Phone Number

Senior Manager of Sales Operation and Enablement at OFX
Location: Toronto, Ontario, Canada 13 work roles 3 schools
1 work email found @hotmail.co.uk LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email r****@hotmail.co.uk
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Current company
OFX
Role
Senior Manager of Sales Operation and Enablement
Location
Toronto, Ontario, Canada
Company size

Who is Robert Mcfarlane? Overview

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Quick answer

Robert Mcfarlane is listed as Senior Manager of Sales Operation and Enablement at OFX, a with 704 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at hotmail.co.uk and a matched LinkedIn profile for Robert Mcfarlane.

Robert Mcfarlane previously worked as Manager of Sales Operations and Enablement at Ofx and Supervisor Performance Analyst at Firma. Robert Mcfarlane holds Post Graduate Certificate, Project Management And Personal Development from University Of Central Lancashire.

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*@hotmail.co.uk
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Profile bio

About Robert Mcfarlane

I have a passion for finding the story within the data. Through my academic, professional and personal experiences I have built a skill set that allows me to translate raw data into meaningful insights. Developing and presenting data visualizations that have guided key strategic decisions at a senior management level. Utilizing my technical skills, I have been able to streamline processes, increase productivity and improve efficiencies. Working as part of several multi-national teams, I have also developed the ability to be a key part of high functioning remote teams, overcoming language and location challenges. My flexibility, willingness and effective communication always helping me to adapt to new environments and make a positive impact.IT Skills:SAP, Business Warehouse, Microsoft Office including Advanced Excel and VBA, PostgreSQL, MYSQL, Salesforce, Microsoft SharePoint, Microsoft Power BI, Oracle OPERA; as well as several bespoke ERP systems.

Listed skills include Problem Solving, Microsoft Office, Teamwork, Time Management, and 20 others.

Current workplace

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OFX
Ofx
Senior Manager of Sales Operation and Enablement
Toronto, ON, CA
Website
Employees
704
AeroLeads page
13 roles

Robert Mcfarlane work experience

A career timeline built from the work history available for this profile.

Senior Manager Of Sales Operation And Enablement

Ofx

Toronto, On, Ca

Manager Of Sales Operations And Enablement

Ofx

Toronto, Ontario, Canada

Supervisor Performance Analyst

Toronto, Ontario, Canada

Aug 2022 - Dec 2023

Program Administrator

Canadian Stewardship Services Alliance (Cssa) Inc.

Toronto, Canada Area

Feb 2020 - Dec 2020

Data Analyst

Toronto, Canada Area

Returned on a short term contract to support the sales team with a number of revenue generation projects.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Analysing existing unmanaged accounts within our CRM system for potential revenue generation.★ Identifying and collating over 3000 potential leads from external databases, reviewing and advising on highest potential leads for current marketing campaigns.★ Performing Feeder Market analysis for… Show more Returned on a short term contract to support the sales team with a number of revenue generation projects.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Analysing existing unmanaged accounts within our CRM system for potential revenue generation.★ Identifying and collating over 3000 potential leads from external databases, reviewing and advising on highest potential leads for current marketing campaigns.★ Performing Feeder Market analysis for 21 hotels across UK & Ireland. Show less

Oct 2019 - Dec 2019

Data Analyst

Manchester, United Kingdom

Responsible for the analysis of sales data, with a focus on meetings & events reporting, for the United Kingdom, Ireland and Western Europe. Covering 5 countries and over 30 hotels, as well as the clustered sales teams.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Created, updated and distributed standard and ad hoc sales reporting. Allowing senior management to make informed strategic decisions.★ Developed a suite of tools for hotel Meeting & Events… Show more Responsible for the analysis of sales data, with a focus on meetings & events reporting, for the United Kingdom, Ireland and Western Europe. Covering 5 countries and over 30 hotels, as well as the clustered sales teams.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Created, updated and distributed standard and ad hoc sales reporting. Allowing senior management to make informed strategic decisions.★ Developed a suite of tools for hotel Meeting & Events teams, covering areas such as pricing, forecasting, and lost business analysis. Automating manual processes to cut task times down from hours to minutes and increasing scope of analysis available.★ Trained and supported hotel teams with the use of centrally developed tools, via webinar, phone and in person. Increasing hotel users input and engagement with the Area support team.★ As a Master Trainer, supported the launch of Salesforce Lightning across all UK & Ireland sales users.★ Tested and launched a bespoke internal microsite to 30 users, across 2 regions.★ Recognised as Area Support Team member of the Year for the region in 2018. Show less

Nov 2017 - Jul 2019

National Data Support Team Analyst

Toronto, Canada Area

Responsible for the Processing of Renewals and Endorsements for Central Region Non-Programs. Worked closely with Regional Underwriters and Business Analysts to identify best approach to coding large and complex policies. Supported Business Solutions Team with systems testing when needed.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Processed Renewals and Endorsements for Central Region Non-Programs.★ Maintained New Business opportunities in CRM system.★… Show more Responsible for the Processing of Renewals and Endorsements for Central Region Non-Programs. Worked closely with Regional Underwriters and Business Analysts to identify best approach to coding large and complex policies. Supported Business Solutions Team with systems testing when needed.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Processed Renewals and Endorsements for Central Region Non-Programs.★ Maintained New Business opportunities in CRM system.★ Performed Root Cause analysis to help identify causes of discrepancies and errors in data. ★ Trained new users on bespoke ERP System.★ Developed test matrixes and undertook testing of new system features in development region prior to release to all users. Show less

Nov 2016 - Jun 2017

Data Support Assistant, Enterprise Implementation Team

Toronto, Canada Area

Acting as first touch on insurance policies converted over to a new bespoke Enterprise database, to ensure consistency with legacy system data. As well as supporting the National Data Support Team for the Central Region.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Prepare converted policies for renewal in the new Enterprise System.★ Analyse system errors and identify workarounds for issues arising from the conversion process.★ Process Renewals and… Show more Acting as first touch on insurance policies converted over to a new bespoke Enterprise database, to ensure consistency with legacy system data. As well as supporting the National Data Support Team for the Central Region.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Prepare converted policies for renewal in the new Enterprise System.★ Analyse system errors and identify workarounds for issues arising from the conversion process.★ Process Renewals and Endorsements for all Central Region Programs.★ Work with Underwriters to identify potential coding issues and notify the Business Support team. Show less

Sep 2015 - Nov 2016

Business Systems Intern

Preston, United Kingdom

Undertook a 12 week placement assisting the LIS Timetabling Team as they migrate to a new timetabling software, focusing on the Car Park Booking Process.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Working with stakeholders to map the current process★ Producing As-Is Documentation★ Working with stakeholders to map the future process ★ Producing To-Be Documentation★ Testing functionality of the new process

Jan 2015 - Mar 2015

Divisional Sourcing & Supply Chain Intern

Leamington Spa

Supported the Divisional Sourcing Manager and Operations team on day-to-day tasks, as well as a variety of projects.The role allowed me to work closely with sites across UK, Europe, US, China and Dubai. Building experience of working effectively and professionally, in a fast paced, multinational team.Key Roles Included:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Reporting of Key Sourcing Metrics, Commodity Tracking and Spend Analysis.★ Review and Improvement of Key… Show more Supported the Divisional Sourcing Manager and Operations team on day-to-day tasks, as well as a variety of projects.The role allowed me to work closely with sites across UK, Europe, US, China and Dubai. Building experience of working effectively and professionally, in a fast paced, multinational team.Key Roles Included:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Reporting of Key Sourcing Metrics, Commodity Tracking and Spend Analysis.★ Review and Improvement of Key Sourcing Metric Reporting Processes.★ Assisted the Coordination of Energy Contracts for Cooper Industries sites, within the UK.★ Performed Root Cause Analysis to highlight potential areas of performance improvement.★ Developed skills in systems such as Business Warehouse and SAP. Show less

Jul 2012 - Sep 2013

Anti-Money Laundering Adjudication Analyst

Toronto, Canada

Worked as part of the Retro AML team,of roughly 100 staff. Dealing with a Government Generated Designated Individuals/Entities list and Sanction Laws to identify persons or entities that may be laundering money or funding terrorism, in regulation. Originally as an I1 Level Adjudicator but later promoted to an I2 Level Adjudicator.Key Roles Included:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I1 Level: ★Analysed initial alerts generated matches by potential… Show more Worked as part of the Retro AML team,of roughly 100 staff. Dealing with a Government Generated Designated Individuals/Entities list and Sanction Laws to identify persons or entities that may be laundering money or funding terrorism, in regulation. Originally as an I1 Level Adjudicator but later promoted to an I2 Level Adjudicator.Key Roles Included:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I1 Level: ★Analysed initial alerts generated matches by potential matches.★Either excluded or escalated alerts for further investigation, based on analysis undertaken.★Used various AML systems, Databases, Internet research and additional tools.I2 Level:★Dealt with alerts escalated at I1 level, due to inability to clear.★Used additional resources to either exclude alerts or report for Enhanced Due Diligence ★All duties were performed in conjunction with defined processes and legislation. Show less

Apr 2009 - Nov 2009
Team & coworkers

Colleagues at OFX

Other employees you can reach at ofx.com. View company contacts for 704 employees →

3 education records

Robert Mcfarlane education

Post Graduate Certificate, Project Management And Personal Development

Modules ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Project Team and Leadership Development, Strategic Project Management, Enterprise.

Ba(Hons) Business Studies, Business, First Class Honours

Activities and Societies: M and M Peer Mentoring, LaunchPad Business Development Programme Final Year Modules.

A-Level

Xaverian Sixth Form College

Business Studies (B) Psychology (C) Government & Politics (C)

FAQ

Frequently asked questions about Robert Mcfarlane

Quick answers generated from the profile data available on this page.

What company does Robert Mcfarlane work for?

Robert Mcfarlane works for OFX.

What is Robert Mcfarlane's role at OFX?

Robert Mcfarlane is listed as Senior Manager of Sales Operation and Enablement at OFX.

What is Robert Mcfarlane's email address?

AeroLeads has found 1 work email signal at @hotmail.co.uk for Robert Mcfarlane at OFX.

Where is Robert Mcfarlane based?

Robert Mcfarlane is based in Toronto, Ontario, Canada while working with OFX.

What companies has Robert Mcfarlane worked for?

Robert Mcfarlane has worked for Ofx, Firma, Firma Foreign Exchange, Canadian Stewardship Services Alliance (Cssa) Inc., and Radisson Hotel Group.

Who are Robert Mcfarlane's colleagues at OFX?

Robert Mcfarlane's colleagues at OFX include Jason Liu, Julian Wee, Mohan Lee, Marcus Fogolini, and Marcia Barbosa.

How can I contact Robert Mcfarlane?

You can use AeroLeads to view verified contact signals for Robert Mcfarlane at OFX, including work email, phone, and LinkedIn data when available.

What schools did Robert Mcfarlane attend?

Robert Mcfarlane holds Post Graduate Certificate, Project Management And Personal Development from University Of Central Lancashire.

What skills is Robert Mcfarlane known for?

Robert Mcfarlane is listed with skills including Problem Solving, Microsoft Office, Teamwork, Time Management, Internet Research, Customer Relations, Reliability, and Drive.

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