Tagline:Professional Certified Coach, TEC Chair, Educator, CPA Mentor, Métis, Guitarist

Winnipeg, MB, Canada

personal photo of

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: 2020

    Field of study:Co-Active CoachingSchool:CTI Coaches Training Institute

  • Certificate in Advanced Accounting

    from: 1995, until: 2000

    Field of study:Accounting and Business/ManagementSchool:University of Manitoba

Work Experiences

  • Founder & CEO

    from: 2019, until: present

    Organization: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: present

    Organization: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:

    1. Businesses that have grown beyond their accounting systems of staff’s capacity, but are not ready to hire a full-time CFO.
    2. Businesses with established Accounting leadership that require additional help.
    3. Businesses looking to improve the structure and efficiency of their Accounting function.
  • Senior Consultant

    from: 2000, until: 2004

    Organization: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: present

    Organization:The University of WinnipegLocation:Winnipeg, Manitoba, Canada

    Description:

    Teaching Financial Fundementals and Intro to Accounting courses.

  • Controller

    from: 2015, until: 2018

    Organization: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: 2015

    Organization: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: 2013

    Organization: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: 2012

    Organization: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: 2008

    Organization: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: 2007

    Organization:ADESALocation:Winnipeg, Canada Area

    Description:

    • Manage the accounting and AP functions.
    • Prepare monthly financial statements.

Projects

  • Purchase Automotive Franchise Dealership

    date: 2015

    Description:

    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: 2013

    Description:

    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: 2011

    Description:

    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