Tagline:Professional Certified Coach, TEC Chair, Educator, CPA Mentor, Métis, Guitarist
Winnipeg, MB, Canada
About
Over the past 35 years, I built 3 companies, wrote a book on goals, taught at the University of Winnipeg, served leaders in 8 countries, and earned 5 professional designations. Today, I guide business leaders in peer support groups and individually to reach their full potential while maximizing their personal and professional impact.
Education
Certified Professional Co-Active Coach
from: 2019, until: 2020Field of study:Co-Active CoachingSchool:CTI Coaches Training Institute
Certificate in Advanced Accounting
from: 1995, until: 2000Field of study:Accounting and Business/ManagementSchool:University of Manitoba
Work Experiences
Founder & CEO
from: 2019, until: presentOrganization:360 Coaching GroupLocation:Winnipeg, Canada Area
Description:As a Certified Mental Fitness Expert and CPA with over 20 years in corporate, I equip leaders, emerging talent and teams to thrive in conflicts and stressful situations.
Partner
from: 2018, until: presentOrganization:Crampton & Kalish, CPAsLocation:Winnipeg, Canada Area
Description:Every business can benefit from a high-level Accounting Professional, situations often arise that require the expertise only a designated CPA can provide.
Crampton & Kalish offer a unique combination of professional expertise and personalities that you enjoy talking to and your staff will love working with.There when you need us, on demand, on your terms, without the commitment of a full-time employee or long-term contract.
Straight forward approach and advice, we tell it like it is!
Our clients include:- Businesses that have grown beyond their accounting systems of staff’s capacity, but are not ready to hire a full-time CFO.
- Businesses with established Accounting leadership that require additional help.
- Businesses looking to improve the structure and efficiency of their Accounting function.
- Businesses that have grown beyond their accounting systems of staff’s capacity, but are not ready to hire a full-time CFO.
Senior Consultant
from: 2000, until: 2004Organization:MCS LimitedLocation:Bermuda
Description:• Successful management of implementation projects and collaboration with clients in developing innovative solutions to meet strategic goals.
• Prepared documentation and training for software users to ensure success.
• Significant experience responding to multiple support requests, troubleshooting issues and developing on-the-spot solutions.
• Managing multiple client projects, from the potential lead through implementation and ongoing support.
• Part of the team that won the 2001 Great Plains HR/Payroll Excellence award.Instructor
from: 2022, until: presentOrganization:The University of WinnipegLocation:Winnipeg, Manitoba, Canada
Description:Teaching Financial Fundementals and Intro to Accounting courses.
Controller
from: 2015, until: 2018Organization:Mercedes-Benz WinnipegLocation:Winnipeg, Canada Area
Description:• Prepare monthly and annual financial statements and facilitate management discussion and analysis.
• Review payroll.
• Prepare, review and consolidate budgets and monthly comparison reporting.
• Manage cash flow and interaction with bank and inventory loans in excess of 10 Million.
• Involvement in strategic operating activities.Controller
from: 2013, until: 2015Organization:Eastern Chrysler Dodge JeepLocation:Winnipeg, Canada Area
Description:• Member of senior management team, overseeing weekly Management meetings.
• Prepare monthly and annual financial statements and facilitate management discussion and analysis.
• Manage the general office and receptionists
• Prepare quarterly and annual financial information for audit.
• Review payroll, lease portfolio and credit functions.
• Review and consolidate budgets and monthly comparison reporting.
• Manage cash flow and interaction with bank and inventory loans in excess of 10 Million.
• Involvement in strategic operating activities.
• Benefits Plan Administrator.CFO
from: 2012, until: 2013Organization:Air Unlimited Inc.Location:Winnipeg, Canada Area
Description:• Prepare and interpret management reports and financial statements for 7 operating companies and 3 holding companies.
• Review monthly multicurrency and intercompany transactions.
• Oversee internal payroll function for all companies.
• Negotiate and manage business insurance renewal and other vendor service contracts.
• Prepare and review annual budgets and targets.
• Prepare and oversee the annual audit reviews.
• Manage bank relationship and lines of credit.
• Set-up and manage accounting software including Business Visions, QuickBooks and Simply Accounting/Sage 50.
• Responsible for group wide accounting policies.Controller
from: 2008, until: 2012Organization:Birchwood Keystone Ford Ltd.Location:Winnipeg, Canada Area
Description:• Member of senior management team.
• Manage the general office, receptionists and restaurant for Keystone Ford Sales Ltd and its subsidiaries, including gas stations, real estate and private club.
• Prepare monthly and annual financial statements and facilitate management discussion and analysis.
• Oversee monthly consolidations.
• Review payroll, lease portfolio and credit functions.
• Negotiate and manage the garage insurance renewal.
• Review and consolidate budgets and rolling forecasts.
• Prepare and oversee the annual audit review.
• Manage interaction with bank and inventory loans in excess of 12 Million.
• Involvement in strategic operating activities.
• Benefits & Pension Plan Administrator.
• Responsible for entity wide accounting and ADP computer system policies.
• Part of the team that was awarded the 2010 Ford of Canada President’s award.Controller
from: 2007, until: 2008Organization:ADESALocation:Winnipeg, Canada Area
Description:• Member of senior management team.
• Manage the accounting, AP, Payroll and IT functions.
• Prepare monthly and year-end financial statements.
• Prepare year-end Winnipeg and Western Canada budgets.
• Verify and approve AP invoices, Journal Entries and Payroll.Assistant Controller
from: 2007, until: 2007Organization:ADESALocation:Winnipeg, Canada Area
Description:• Manage the accounting and AP functions.
• Prepare monthly financial statements.
Projects
Purchase Automotive Franchise Dealership
date: 2015Description:Directed all Financial aspects of Dealership purchase from securing financing to evaluating staff, inventory purchase, setting up new financial systems and converting Dealer Management system from Quorum to CDK.
Automotive Dealership Sale
date: 2013Description:Worked with seller to manage dealership sale, including vehicle and parts inventory. Transfer in-house lease portfolio and receivables. Conversion from Reynolds & Reynolds to CDK.
Automotive Dealership Sale
date: 2011Description:Worked with seller to manage dealership sale, including vehicle and parts inventory.
Skills
- Entrepreneurship Development
- Accounting
- Leadership Development
- Coaching
- Strategic Planning
- Automotive
- Business Development
- Finance
- Customer Satisfaction
- Budgeting
- Business Process Improvement
- Software Implementation
- Sales
- Leadership
- Team Leadership
- Team Building
- Management
- Negotiation
- Facilitation
- Public Speaking