About me...
Imagine a senior-level Finance & Operations executive who is also an internationally recognized expert in the field of workplace relationship management and workplace conflict neutralization.
And, imagine this Finance leader has co-authored a book on workplace culture, written hundreds of articles on leadership, communication, and employee behaviour, and conducted seminars on such topics as sales, marketing, cash flow management.
Now, imagine this financial professional has spent the past 5 years actively embracing entrepreneurial principles to develop new, innovative ways to minimize costs, increase brand exposure, and find new sources of competitive advantage.
This is who I am. I have built a successful 15 year career in finance, operations, leadership, strategy development, and employee relations by successfully leveraging the relationships between people, performance, and profitability. Never satisfied with yesterday's results, I drive improvement wherever it is needed most. Whether I am applying my skills to a large corporation, a small business, or a tech startup, I have become recognized as an expert that other business leaders, managers, and professionals seek advice from when seeking to more effectively lead their own teams and companies.
I am confident that the depth and scope of my knowledge and expertise will be of great value to your company in a senior leadership role.
Highlights
6 years leading and growing one of Ontario’s largest (and only unionized) independently owned and operated oral surgery groups.
6 years as a start-up founder, building a successful, globally reaching tech start-up.
4 years as Chief Financial Officer overseeing corporate services (finance, HR, and IT).
4 years as a Certified Business Coach, advising business owners on how to grow their business.
4 years as a Sr./Financial Analyst developing/monitoring budgets and building complex financial models.
Co-author of "Workplace Wisdom: An Uncommon Common Sense Approach To Creating Amazing Workplace Relationships".
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Expertise & Experience
2018 to Present: CVOS Oral Surgery
MANAGING DIRECTOR
Established a transformative strategic vision rooted in rigorous market analysis, anticipating industry challenges, and identifying new growth opportunities within a mature, regulated sector—positioning the organization as an industry leader.
Forged a high-performance leadership culture by inspiring and uniting diverse clinical, administrative, and managerial teams, resulting in almost zero union grievances since 2019 and a substantial reduction in turnover.
Accelerated top-line growth and enhanced brand reputation at one of Ontario’s largest multi-site healthcare organizations through data-driven decision-making, operational excellence, and strategic partnerships.
Transformed workplace culture into a competitive advantage, attracting top-tier talent and strengthening organizational resilience in a unionized environment.
Assembled and mentored a top-performing management team, ensuring consistent delivery on strategic objectives and excellence in daily operations.
Demonstrated decisive crisis leadership, navigating the organization through pandemic disruptions and a high-stakes ransomware attack—safeguarding operations without conceding to ransom demands.
Cultivated an influential network of industry partners, building a unique ecosystem that delivered shared value to patients, clinicians, and the broader healthcare community.
Key Achievements
Exceeded 30% revenue growth and record profitability in just 5 years within a mature, regulated industry despite an industry shut down, layoffs, regulatory restrictions, staffing shortages, and other negative pressures imposed by the pandemic.
Transformed the relationship with the union such that not a single grievance has been filed since 2019 despite the difficulties and frustrations (including layoffs) created by the pandemic
Championed a data-driven decision-making and reporting framework rooted in "structured flexibility," equipping leaders with clear, evidence-based guidance while preserving their autonomy and judgment to adapt to evolving circumstances. Increasing employee satisfaction, this has eliminated turnover amongst the supervisory/management level and contributed to the minimization amongst front-line staff.
2012 to 2018: The 2% Factor Inc.
COFOUNDER / VP FINANCE & OPERATIONS
Created/maintained the business plan and developed cash management, revenue optimization, and expense management strategies to establish an internationally-recognized SaaS startup.
Sought out and managed vendor relationships while monitoring deliverables to ensure the successful, timely, and on-budget completion of projects.
Defined the corporate brand and successfully communicated that brand to a target market of HR professionals and business leadership through a systematic diffusion of social media messages and content marketing.
Key Achievements
Achieved average annual revenue growth of 112% each year over the first 5 years.
Created and implemented effective cash management strategies to ensure sufficient working capital was available to support startup operations.
Successfully coached the United Nations’ World Food Program management to improve the effectiveness of their leadership team in Honduras.
2010 to 2014: Focal Point Business Coaching
CERTIFIED BUSINESS COACH
Played a key coaching and advisory role in the success of clients’ businesses.
Developed innovative revenue optimization strategies, designed performance management systems, and audited internal processes within their business to find opportunities to reduce costs and waste.
Led clients through the strategic planning process, equipping them with the entrepreneurial principles needed to devise new sources of competitive advantage within their industry.
Key Achievements
Transformed the relationship between a highly skilled professional practice owner and his entire team, helping him turn his biggest “problem” employee into one of his most engaged employees.
Guided one client in taking her business to over $1 million in annual sales (representing and 81% increase) despite operating in the heavily saturated printing industry.
Selected by Royal Bank of Canada to regularly present to their small business clients on topics such as “Cash Flow Management”, “Efficiency Through Simplification” and others.
2006 to 2010: Transitions Group North America
CHIEF FINANCIAL OFFICER
Led the company’s finance, HR, and IT functions for both the Canadian and US divisions, improving the profitability of both.
Managed the company’s operations in the absence of the CEO.
Led the strategic planning process, established annual budgets, and monitored company performance.
Applied the fundamentals of strategic cash flow and expense management to dramatically improve profitability.
Built and maintained positive professional relationships with employees and influenced workplace culture.
Key Achievements
Led a 480% increase in bottom line results through a combination of pricing and revenue recommendations, strategic expense management,
Transformed bottom-line results from a loss position to 3 years of consecutive profit.
Introduced to the company a framework for performance management reporting, while reducing redundancy and increasing clarity, thereby ensuring the consistent delivery of client services.