1. Ross Copeland, CA PMP
Value Proposition
Technical Skills
Industry Knowledge
Experience
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2. Value Proposition
 I am a leader.
 Integrity, honesty,
 Feel and change space,
 Inspire others,
 Support and make all those around you
better.
 Drive Change
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3. Value Proposition
 I am a risk manager.
 Assess alternative courses actions,
 Evaluate options,
 Communicate financial and business
impacts,
 Make or facilitate decisions.
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4. Value Proposition
 I am a strategist:
 Business acumen,
 Entrepreneurial,
 Breach the knowing /doing gap,
 Drive and create change,
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5. Looking For
 Position/Business Description
 A fast paced environment,
 A leadership position with focus on the business not just
accounting or finance.
 Be a key member of senior management team
 A business looking to grow or get to the “next level”
 Senior Financial Position
 Vice President of Finance
 Director of Finance
 Director of Business Systems
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6. Technical Skills
 Chartered Accountant skills.  Facilitation skills,
 Reporting, budget, forecasting  SOX /Bill 198,
 Cash management and treasury,  Project Management,
 Excellent systems knowledge,  Change management,
 ERP implementations  Procure to Pay,
 JD Edwards  Inventory management,
 Hyperion
 Business Process improvement
 Programming and development
 Board presentations.
 Finance,
 Job /Project Costing
 Mergers and acquisitions,
 Facilitation skills,
 Internal Audit,
 Business analyst,
 RFP Responses,
 Complex financial consolidations,
 RFP Proposals
 Property and Facilities Management
 Forensic accounting
 IFRS Knowledgeable,
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7. Industry Knowledge
 Level 1 (Detailed hands on experience as an
officer or employee)
 Construction
 Engineering
 Real Estate - Property Management
 Real Estate - Land Development
 Real Estate - Home Building
 Retail
 Property & Casualty Insurance
 Non-profit – procurement, project management and
reporting for federal and provincial governments.
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8. Industry Knowledge
 Level 2 (Consulting Experience detailed Exposure)
 Real Estate – Oxford, Cambridge, CentreCorp, Bentall
 Construction
 School Boards – Non-profit
 Federal Government Procurement and Project Management
 Manufacturing
 Level 3 (Consulting Experience limited Exposure)
 Mining – Kinross Gold, Agnico Eagle Mines, Nova Gold
 Food Processing – P&H Foods
 Manufacturing – ICI Wax
 Distribution – Nadiscorp (IBM)
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9. Industry Knowledge
 Level 4 (Audit and Consulting Experience)
 Banking – CIBC, BNS, Various B banks
 Insurance – Aetna, St Paul Fire and Marine
 Franchising – Grandma Lees
 Construction – Wimpey.
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10. Experience
 SNC Lavalin ProFac
 Director of Finance – Special Projects
 Responsible for financial consolidation and
reporting,
 Re-engineered shared services,
 Manage implementation of new client
contracts.
 Develop present financial component of RFP’s,
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11. Experience
 CanSoft Consulting:
 Financial Consultant
 Primary objective: Gain confidence of client.
 Recruited from previous employer.
 Broad exposure to various industries,
 Direct/manage financial aspects of
implementation.
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12. Experience
 ClubLink Properties
 Controller – Properties Division
 Primary Objective – plan for development of
lands surrounding golf properties,
 Presented plan to Board of Directors,
 Managed accounting and reporting and
forecasting for property management division.
 Purchase of accounting software.
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13. Experience
 Primaris Corporate Services
 Director of Finance
 Start up scenario
 Implemented JD Edwards
 Develop and design processes around procure
to pay processes.
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14. Experience
 Bramalea
 Director of Finance
 Primary Objective: Create and maintain
executive and banking confidence in financial
reporting
 Started US reporting
 Restructure accounting group.
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15. Experience
 Matthews Group Limited
 Controller
 Primary Objective: Create and maintain
confidence in financial reporting
 Purchase and install Hyperion Systems
 Started reporting for US and Mexican
subsidiaries,
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16. Experience
 Silcorp Limited (Mac’s, Baskin Robbins)
 Manager, Internal Audit
 Set-up internal audit department
 Developed audit program,
 Hands on working with CEO and Board of
Directors,
 Member – IIA.
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17. Experience
 Seaboard Surety Company
 Controller
 Startup situation
 Hire staff, get office space
 Regulatory filings,
 Cash management,
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18. Experience
 KPMG
 External Audit
 Banking
 Insurance – Property & Casualty and Life
 Franchising
 Manufacturing
 Mutual Funds (prospectus writing)
 Construction
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