Expert Details
Financial Services: P&L, Growth Strategy, M&A, SaaS, and Budgeting/Cash Flow
ID: 739022
Canada
Core competencies include:
- P&L management
- Growth strategy and execution
- M&A / complex partnerships
- Post-merger integrations
- Deep sales and operations expertise
- SaaS / product development
- Customer experience expertise
- Budgeting and cash flow optimization
- Strong mentor / people developer
- Managing cross-functional teams
Selected Achievements:
- Built a Point-of-Sale (Buy Now, Pay Later) lending business from the ground up, generating $100MM+ in annual revenue, with originations totalling $800MM+ over tenure. Responsible for P&L and all aspects of the business
- Considerable business and corporate development success. Engineered complex investments/partnerships with start-ups/Fortune 500 companies alike. Managed $1B+ in both buy & sell M&A transactions in various capacities
- Consulting at Deloitte, leading innovation at TD Bank, rapidly scaling start-ups and a background in product design has given me a unique understanding of how to leverage sales and operations to grow a business
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2006 | Degree: MBA | Subject: Strategy & Finance | Institution: Rotman School of Management, University of Toronto |
| Year: 2001 | Degree: BA | Subject: Product Design | Institution: Universite du Quebec a Montreal - UQAM |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2022 to Present | Employer: Undisclosed | Title: Chief Operating Officer | Department: |
Responsibilities:Advisor, interim COO and majority shareholder in a pre-seed start-up focused on creating an online marketplace for travel and other services related to plant-medicines and psychoactive crops. |
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| Years | Employer | Title | Department |
| Years: 2017 to 2021 | Employer: goeasy.com (TSX: GSY) | Title: VP / General Manager – Point-of-Sale Lending | Department: |
Responsibilities:Built a Point-of-Sale (Buy Now, Pay Later) lending business from the ground up, generating $100MM+ in annual revenue, with originations totalling $800MM+ over tenure. Responsible for P&L and all aspects of the business Signed on 200+ B2B partners (e.g., Samsung, Wayfair, Lenovo). Responsible for bus. dev., integrations, go-live and support Increased x-selling of loans to core business 10X to >$50MM by developing and leading a dedicated program and team Negotiated $34MM strategic partnership / investment in PayBright.com (now Affirm.com), a fintech prime lender Closed on $32MM purchase of mogo.ca’s loan portfolio, a fintech prime lender. Led due diligence and contract negotiations Accountable for $320MM acquisition and post-merger integration of LendCare.ca, growing my business 4x as a result Led the design, development and integration of 3, first-to-market, eCommerce, SaaS lending platforms Led team from 2 to 30 FTEs, mentoring 35% to promotion. Saved $250k/year in labor costs through process re-engineering |
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| Years | Employer | Title | Department |
| Years: 2014 to 2017 | Employer: TD Bank | Title: AVP – Strategy & Innovation | Department: Insurance |
Responsibilities:Led newly formed Corporate Strategy, Innovation, Customer Strategy and Channel Strategy mandates and teams Restructured strategic mandates under single team in effort to transform into a best-in-class, customer-centric organization Worked with CEO to set the long-term strategic direction of the business; developed Board materials, financial plans Uncovered $150MM in potential revenue growth by leading a transformational customer segmentation program Negotiated strategic partnership / investment in 3 fintechs. Developed innovation and investment frameworks for bank Advised executive team on market and competitive dynamics, innovation / disruption trends and M&A opportunities |
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| Years | Employer | Title | Department |
| Years: 2011 to 2014 | Employer: Tembec (now NYSE: RYN) | Title: Director / General Manager – Business & Corporate Development | Department: |
Responsibilities:Led the development and commercialization of a novel biocomposite technology. Responsible for P&L and all aspects of the business. Negotiated, managed and brought key M&A transactions to term for the company Secured $8M in funding. Built a pilot plant to manufacture biocomposite and evolve the technology from bench to pilot scale Negotiated 14 joint ventures with Fortune 500 manufacturers to test technology in-field. Secured IP through patents Led team of 12 R&D scientists, engineers, chemists and plant technicians. Managed union and health & safety relationship Sold $100MM pulp mill. Initiated 3 similar transactions. Responsible for buyer relationships, data room, financial analysis |
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| Years | Employer | Title | Department |
| Years: 2006 to 2010 | Employer: Deloitte Consulting | Title: Manager – Strategy & Operations | Department: |
Responsibilities:Led cross-functional teams through the successful delivery of strategy and operations-focused engagements, with a focus on the growth of and customer experience at Fortune 500 financial services and consumer retail companies Generated a lift of over $350MM in revenues by redesigning the customer experience for an iconic Canadian retailer Put a top-10 US bank into the top-5 by developing a go-to-market strategy to be a World Class Marketing Organization Increased customer retention by 14% by re-tooling the analytics platform of a top-3 Canadian wealth manager Reduced operating costs 12% by redesigning the target operating model of a large US financial institution Led the post-merger integration of a large credit card provider with a bank, realising over $250MM in synergies |
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| Years | Employer | Title | Department |
| Years: 1998 to 2006 | Employer: Earlier professional experience | Title: Various | Department: |
Responsibilities:Managing Partner, Impact Management Consulting Group (2005 - 2006) | Professor, School of Industrial Design, Dawson College (2002 - 2004) | Senior Industrial Designer, MorelliDesigners.com (1999 – 2004) | Industrial Designer, Bombardier Aerospace (1998 – 1999) |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: to Present | Country / Region: | Summary: |
Career Accomplishments
| Publications and Patents Summary |
|---|
| Patent holder for the design of a surgical tool for minimally invasive cardiac surgery |
Additional Experience
| Other Relevant Experience |
|---|
| Co-founder / CEO of a blockchain-based, SaaS platform making it simple and inexpensive for anyone to sign, secure and prove the existence of their work Advisor, interim COO and majority shareholder in a pre-seed start-up focused on creating an online marketplace for travel and other services related to plant-medicines and psychoactive crops Angel investor with 2 successful exits: Meta, acquired by Facebook and Think Research, IPO |
Language Skills
| Language | Proficiency |
|---|---|
| French | Native |
| English | Native |