Jeffrey Roy

Hands-on operational accounting, accounting and finance transformations, accounting system conversions/upgrades, management reporting/KPIs and data governance & management

Experienced, hands-on & data-centric Chartered Accountant with deep and diverse accounting experience. Comfortable working with all levels of an organization to achieve success and exceed client expectations. A coach and leader that inspires others to think strategically.

Experience

  • Vulcan Investments Management Corp – Interim/Part Time Vice President – Finance/CFO
  • Manulife Finance Corporation – Director, Chief Data Office; Director, Financial Planning & Analysis; Director, Middle Office Operations; Director, Investment Strategy

Selected Achievements

  • Established a comprehensive financial management and reporting system – including procedures, policies and internal controls
  • Prepared monthly financial statements and draft year-end statements (including working papers) for annual audit
  • Budgeting and cash flow management for a start-up/fast growing enterprise
  • Updated, reviewed and improved senior management KPI reports including the development of new metrics; Drafted commentary for Senior Management when presenting results to external stakeholders
  • Coordinate tax filings with external auditors
  • Review and advise on completeness and adequacy of compliance systems
  • Review and overhaul marketing systems and priorities (including digital branding and social media presence);
  • Prepare and monitor comprehensive business development plan and effective growth strategies including product review and new product launches;
  • Actively drive business development opportunities that expand client assets under management and brand awareness in the investment community by developing material for social media and other advertising mediums

Qualifications

  • Canadian Institute of Chartered Accountants
  • Enterprise Risk Management – CPA Ontario
  • Strategic Analytics – CPA Ontario
  • Partners, Director & Officers Course – Canadian Securities Institute
  • International Financial Reporting Standards Certificate – American Institute of Chartered Professional Accountants – US