What People Say

TESTIMONIAL PROFILE AND PORTFOLIO

Providing financial, accounting and administration expertise and interim management from a broad range of experience to business and organizations:

Testimonials Profile and Portfolio
“As a Chartered Accountant with a broad range of experiences in business; in-depth knowledge in finance, accounting and taxation; and relevant skill competency in visionary leadership, Gary brings focus and alignment to positive change, project management and meaningful achievements.”

“Gary is a Chartered Accountant who has demonstrated significant achievement and goal oriented results with a breath and depth of experience and expertise in a broad range of professional and business situations including all areas of finance, accounting, administration and CFO responsibilities, in-depth tax and litigation work, internal controls and audit, computer system design and implementation, general business management, organizational leadership, team building, project management and senior financial CFO/Controller, Director/VP Finance positions.”

“Gary has proven to be proactive in creative problem solving and a positive agent in organizational change management and visionary leadership.”

“On his most recent achievements in the past year and built on his extensive professional experiences and broad range of accomplishments, Gary has been on a number of very significant financial accounting projects and various strategic corporate financial initiatives as director of finance CFO VP for a number of public companies including set up of new accounting and costing systems, design and project implementation as well as integrating computer financial accounting and reporting systems for various companies and world wide operations and centered from Toronto. This is innovative and revolutionary.”

“On recent finance and administration initiatives, Gary has shown a number of achievements including corporate organizational and head office set up, corporate restructuring, "Going Public" and other activities [vis all and each of recent IPO, RTO, CPC ['corporate pool corporation' TSX 2.4, OSC Prospectus filing, TSX 2.3 listings, financial reporting set up [eg MD&A and Q F/S on SEDAR, etc]]. Lots of new challenges and significant success. There has been three new CPC's set up and with related ‘qualifying transactions’. Making it happen!”

“Gary has extensive business and professional experience and results oriented accomplishments specifically including:

Electronics Company: Business Acquisitions Financial Support; provided finance, accounting and tax consulting and implementation relating to transition during the pre and post stages of the acquisition of a subsidiary.

Energy and Recycling: Corporate Refinancing; determined and negotiated a SWAP lending finance agreement and buyout.

Gas and Oil: Business Acquisitions; provided Valuation and Pricing consulting relating to Shell Oil Company sell off of multiple assets to a distributor.

International Organization Currency Transactions: Foreign Exchange Management; provided consulting and leadership on implementing an international foreign exchange treasury management system.

Pulp and Paper: Internal Controls; established and implemented Operational Audit in a large public resource company.

Real Estate: Forensic Accounting; provided forensic accounting and expert opinion for multi million dollar breach of trust litigation case.

Non Profit Organization: Fund Accounting; designed, developed and implemented fund accounting system relating to new CICA handbook GAAP requirements.

Pulp and Paper: Capital Asset Appropriations; managed major strategic capital asset analysis and approvals for feasibility, return and payback evaluation.

Financial Services Division: Service Level Agreements; developed client Service Level Agreements for defining services criteria and objectives.

Marketing Division: Product Mix Costing System; developed product mix costing system for analyzing market mix profitability and variances.

Services Business: Activity Based Costing; designed, developed and implemented Costing (ABC) system for business reporting, analysis and budgeting.

Marketing Division: Rolling Forecasting System; designed, developed and implemented Rolling Forecast and Projection System for managing business planning and measurement.

Service Organization: Productivity and Efficiency; designed and implemented efficiency process procedures in a number of work flow process.

Non Profit Organization: Corporate Policy and Procedures; developed Corporate Bylaws and Corporate Board Policies for corporate governance and control.

Paper Manufacturing: Strategic Planning Model; developed Strategic Planning Model for business planning and scenarios.

Corporate Planning Division: Project Management; developed Project Management program and procedures for managing major business projects and change management.

Human Resource Planning and Development: HR Resource Planning; developed human resource plan for organizational finance and accounting function in order to meet organization change and development.

Financial Accounting Information Systems Function: Information Systems Development; developed and implemented systems plan for financial accounting and systems.

Education: Tax Planning; developed and implemented a tax planning and rollover plan for a private education organization.

Packaging: Litigation Support; developed the legal damages claim defence for a multi million dollar breach of contract litigation case.

Pulp and Paper: Competitive Analysis; developed detailed engineering and operating cost analysis for competitive pulp and paper mill costs.

Corporate Planning Department: Balanced Scorecard; developed and designed key business Balanced Scorecard measurements on critical organizational KPI’s.
Service Organization: Budget Cost Reductions; implemented budget reductions of 10% on major cost reduction initiative.”
Mining: Public filings for ongoing disclosure, MD&A and security listing filings. Public Ontario Securities Prospectus, IPO, Reverse TakeOvers (RTO), CPC’s (Capital Pool Corporations), TSX filings. Public filings for ongoing disclosure, MD&A and security listing filings. Public Ontario Securities Prospectus, IPO, Reverse TakeOvers (RTO), CPC’s (Capital Pool Corporations), TSX filings.

Other General Projects;
Business Purchase and Sale/Mergers and Acquisitions: mergers, buyouts, acquisitions and strategic alliances; businesses are getting together today like never before; big box and the ‘bigger is better’ phenomenon are pushing smaller and more regional and local businesses to consider how joining forces will help them capture market share, improve deliveries, lower costs and much more
Business and Strategic Planning: ‘plan your work and work your plan’, where it seems simple enough and yet many businesses fail to document ideas and bring to fruition because of the absence of a written strategy. More than a vision and a mission statement, a strategic plan involves looking at the business strengths, weaknesses, opportunities and threats under a microscope and information is used to manage change and risk, set business goals, establish strategic initiatives and assign responsibilities.
Business Reorganizations: business changes arise as planned or unplanned (or where things don't work out as planned) and the need to re-organize a company is required; company has endured financial difficulty, built a profitable income statement, but the balance sheet is unhealthy as a result of the path to growth.