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Ken Goodwin , Principal - Toronto

Financial Management

A strategic financial executive with hands-on experience in managing business growth and change. A results oriented individual with an extensive background in corporate finance, regulatory affairs and portfolio management. A skilled project manager with strong analytical expertise, Ken has a consistent track record recommending and successfully implementing significant improvements in process and technology.

SELECTED ACHIEVEMENTS

Managed the review of business processes, selection and the implementation of an electronic documentation management system, including automated workflow which reduced unit cost of processing by over 25%.

Project management of a nine month $1 million initiative to implement a complex financial management system for a multi-billion dollar organization.

Led a comprehensive needs analysis, complemented by coordinating the review and selection of improved financial systems for a rapidly growing organization in the health care scheduling and staffing business.
Worked with a major insurance company in the start-up of a $5 million joint venture. Implemented all administrative functions including office and systems infrastructure and staffing to support the distribution of a new product by the four partners.

Developed cash flow systems to improve investment results by over $100 thousand per year on annual positive cash flow of $150 million.

Optimized banking arrangements, leveraging new business growth, and improved treasury management processes, including the implementation of an electronic banking infrastructure, resulting in reduced banking costs by over 10%.

Established e ducation curriculum for compliance with security commission requirements for a group of securities dealers, attaining endorsement nationally for continuing education credits. The development of the e-learning platform created a profit centre and has been successfully administered to over 2,500 students nationally.

Instrumental in lobbying efforts for the Canada Education Savings Grant program which ultimately doubled sales and net income in the first year

Coordinated the investment management support for over $1 billion of investments.

PRIOR EXPERIENCE

The Osborne Group
  - Second Base Youth Shelter
  - Stroms’ Enterprise Ltd. (distributor of L’Occitane en Provence)
  - Fred Victor Centre
  - Agla & Associates Inc.
  - Med-Emerg Inc.
USC Education Savings Plans Inc. – Executive Vice President, Finance & Administration
Manulife Financial – Director and Reinsurance Controller
Pace Benefits Limited Partnership – Vice President, Operations
Great-West Life – Director, Financial Control

QUALIFICATIONS

Ontario Institute of Chartered Accountants – Chartered Accountant
University of Manitoba – Honours Bachelor of Commerce
Canadian Securities Institute – Canadian Securities Course & Branch Manager Course
RESP Dealers Association of Canada – Past Vice-Chair, Securities & Regulatory Affairs
Canadian Association of Not for Profit RESP Dealers – Past Co-Chairman
Fred Victor Centre – Finance Commitee
Jessie’s Centre for Teenagers – Board of Directors