Tim Clancy Email & Phone Number

Kitchener, Canada Area

 Specialist in personal and corporate taxation – return preparation and tax strategy. Well-developed expertise in corporate financial reporting and analysis. Mergers and acquisitions – valuations, negotiations, deal structure, financing, etc. Corporate finance skills and expertise including strategy development and guidance in corporate restructuring, shareholder dispute resolution and litigation support. Financial consulting services to corporate clients including cash… Show more  Specialist in personal and corporate taxation – return preparation and tax strategy. Well-developed expertise in corporate financial reporting and analysis. Mergers and acquisitions – valuations, negotiations, deal structure, financing, etc. Corporate finance skills and expertise including strategy development and guidance in corporate restructuring, shareholder dispute resolution and litigation support. Financial consulting services to corporate clients including cash flow forecasting, cost containment and sourcing of business financing. Manage audit activities by external parties including auditors and tax authorities. Experience in forensic accounting and investigation. Show less

Waterloo, Ontario

 Geotechnical and environmental drilling services throughout Ontario. Specialized in deep drilling, core recovery and technically challenging situations. Worked closely with engineers, geophysicists, geologists and other professionals. One of the largest firms of its kind in Ontario. Led the management team for a business with up to 15 individuals. Focused on business strategy, finance, contract bidding and corporate leadership.

Waterloo, Ontario

 Mergers and acquisition specialists in the small to medium sized business segment.  Defined this segment as businesses with an enterprise value between $1 million to $25 million. Identified that these potential clients were under serviced in the market. Preparation of business valuations to quantify expectations and opportunities. Facilitated the search for vendors, acquirers and financing partners. Led the negotiations between parties including their legal and other… Show more  Mergers and acquisition specialists in the small to medium sized business segment.  Defined this segment as businesses with an enterprise value between $1 million to $25 million. Identified that these potential clients were under serviced in the market. Preparation of business valuations to quantify expectations and opportunities. Facilitated the search for vendors, acquirers and financing partners. Led the negotiations between parties including their legal and other professional advisors. Provided transaction options for consideration and developed the deal structure. Prepared financial and tax analysis of the proposal for discussions with the client. Provide decision support and consultations to our clients. Worked closely with the client’s legal, tax and accounting advisors to structure the transaction. Private equity opportunities arose during these consulting activities. Show less

Waterloo, Ontario

Manager - Taxation and Finance, 1999-2001 Tax management including tax compliance, development of tax strategies, cash tax management, current and future tax accounting and tax audit management. Supported the Investments Department regarding tax implications of investment opportunities. Member of Acquisition Committee made up of the President and senior management who reviewed and approved potential acquisitions. Provided financial examination, valuation analysis and… Show more Manager - Taxation and Finance, 1999-2001 Tax management including tax compliance, development of tax strategies, cash tax management, current and future tax accounting and tax audit management. Supported the Investments Department regarding tax implications of investment opportunities. Member of Acquisition Committee made up of the President and senior management who reviewed and approved potential acquisitions. Provided financial examination, valuation analysis and targeted purchase price determination for the evaluation of acquisition candidates. Directly involved in the deal negotiations and structure as well as the acquisition due diligence process.Manager – Accounting Operations, 1996-1999 Internal and external financial reporting and tax management for the Economical Group. Managed the Reporting Group that maintained the General Ledgers for the group. Prepared monthly financial results for presentation to Executive and Board of Directors. Managed the Accounts Payable and Corporate Fleet Management functions. Direct participation in the annual external audit process for the Economical Group. Effectively interacted with external advisors including audit, actuarial and legal. Statutory reports for Office of the Superintendent of Financial Institutions (OSFI). Co-ordinated and managed the annual audit of the various Economical Insurance Group of insurance companies by the Office of the Superintendent of Financial Institutions (OSFI). Extensive involvement in the annual budget process for the Economical Group. Show less

London, Ontario

Wellington Insurance was the property and casualty insurance branch of the publicly traded London Insurance Group and was the sister company of London Life Insurance. The Wellington Group was comprised of 11 companies that included both insurance and non-financial firms with total group revenues of over $225 million. Wellington was sold to ING Insurance (Intact) in 1995 and I was asked to stay on during the transition.Financial Controller, 1992-95 Led a Finance Department team… Show more Wellington Insurance was the property and casualty insurance branch of the publicly traded London Insurance Group and was the sister company of London Life Insurance. The Wellington Group was comprised of 11 companies that included both insurance and non-financial firms with total group revenues of over $225 million. Wellington was sold to ING Insurance (Intact) in 1995 and I was asked to stay on during the transition.Financial Controller, 1992-95 Led a Finance Department team comprised of 12 individuals. Responsible for internal and external reporting for the 11 companies in the Wellington Group. Tax management for the group including tax compliance, development of tax strategies, cash tax management, current and future tax accounting and tax audit management. Managed the Financial Reporting and Accounts Receivable teams. Also led the Facility Management and Corporate Fleet Administration functions. Co-ordinated the annual budgeting process for the Wellington Group. Direct participation in the annual external audit process for the Wellington Group. Prepared quarterly and annual statutory reports for the Office of the Superintendent of Financial Institutions (OSFI). Co-ordinated and managed the annual audit of Wellington Group insurance companies by the Office of the Superintendent of Financial Institutions (OSFI).Manager – Taxation and Financial Reporting, 1991 - 1992Insurance Operations Analyst, 1990 - 1991 Show less

Waterloo, Ontario

Business Valuations

Corporate Reorganizations Tax Course

In-Depth Tax Course

Ciaa Advanced Program

Ciaa General Program

Chartered Professional Accountant, Chartered Accountant, Chartered Accountancy

Bachelor Of Business Administration (B.B.A.) - Honours, Accounting And Finance, Marketing