Some of our previous assignments

Manufacturing

• Start-up financial planning and cash requirements projections for a high-tech engineering and advanced metals processing company seeking private investor funding.

• Extended assignment as part-time CFO of a start-up engineer-to-order manufacturer of advanced composite products:  projects included setting up the management information systems; designing and implementing production scheduling and costing systems for tracking complex, multi-stage contracts; implementing a cash forecasting system.

• Special projects for a rapidly expanding specialty consumer goods manufacturer: developing a strategic plan for upgrading the operational and IT systems infrastructure; implementing process improvements in customer service and order processing.

• Designing and implementing a production tracking and scheduling system, and documenting production processes, for a project-based, high-value products manufacturer.

• Interim VP Finance for a custom manufacturing company: assisting in the phased shutdown of operations while the company was actively seeking new ownership.

• Selecting and implementing an ERP system for an engineer-to-order industrial machinery manufacturer.

• Research study into the opportunities for investment and new business development in the LED/Solid-State lighting industry in Canada.

• Creating an item master and bills of materials, and implementing a purchasing and materials management system for an ETO custom products manufacturer.

Other industries

• Formulating a business turnaround strategy and refinancing plan for a retail/wholesale group; implementing a product line profitability and inventory management reporting system.

• Research and feasibility study, for a UK financial services company, into cross-border/ international vendor leasing and long-term rental programs for Canadian capital equipment exporters.

• Multiple assignments for a non-profit organization: advising management on realigning the role of general manager; reorganizing the finance department and restructuring its accounting systems; developing a long-term IT systems strategy and directing a major upgrade of the IT infrastructure; directing the successful appeal of a complex sales tax reassessment and creating a sales tax policies and procedures guidebook.

• Developing a North America market entry strategy and business plan for a European software company.