Jeffrey O'Leary

Experience

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  Various Companies

  Jan 2007 - now

  Sessional Instructor

  • Consistency receives “Exceeds Expectations” on all student evaluations across all courses at every institution.• •Developed a diverse selection of intermediate and advanced undergraduate business and MBA online and in person curriculum for Brock University and the University of Guelph in the areas of Accounting, Finance, and Marketing.• Initiated an innovative approach to maximize accountability and collaboration among students working in groups by requiring team contracts developed and agreed to by students at the beginning of the semester. Show less

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  Maple Leaf Foods

  May 2007 - Jan 2019

  • Improved tactics to grow margin and profits by leading the monthly, quarterly and annual commercial marketing planning processes for a team of fifty marketing professionals, including ten Vice Presidents and one Senior Vice President.• Increased return on investment and efficiency of spend by leading the overall planning and execution of Selling, General and Administrative budgets, as well as all Advertising and Promotion spend (+$75M) by delivering stronger forecasts and go forward solutions year over year.• Recovered the marketing department 8-10% of discretionary spend versus budget in fiscal 2018 by preparing monthly commercial marketing dashboards that provided actionable insights.• One out of three direct reports received an internal company promotion in fiscal 2017 due to an invested interest to their growth and professional development.• Improved profitability and market plans by managing holistic category business reviews to the Senior Executive team with the highest level of quality and fidelity. Show less • Delivered insightful conclusions that fostered category and customer growth by leading the development and execution of the commercial sales planning cycle for a team of thirty sales professionals, including six Vice Presidents.• Synergized Selling, General and Administrative budgets (+$40M) and trade listing spend (+$8M) across customer sales teams by proactively utilizing zero based budgeting and engaging key stakeholders with identified cost savings opportunities as compared to budget.• Grew margin and sales volume by designing, preparing and managing Vice President financial reports including recommendations using category insight and historical customer promotional behavior. Show less • Received company award for outstanding performance in securing the fiscal 2009 financial plan (+$200M) by fostering buy in from marketing, sales, costing and other functional departments. • Optimized category mix to enhance margin by providing weekly forecasts and quantitative insights to the President of Maple Leaf Foods.• One of the only Category Finance Analysts in the department at the time to rotate across all categories in retail sales, including process poultry, lunch kits, sliced meats, wieners and bacon. • Generated optimal P&L statements by creating cost effective bill of materials in partnership with 5+ Plant Finance Managers across Canada.• Delivered 100% C3 Compliance in the Advertising and Promotion accrual process resulting in clean audit assessments by KPMG in every fiscal year while in the role. Show less

  • Finance Manager – Marketing

    Jan 2016 - Jan 2019

  • Sales Finance Manager

    Jan 2011 - Jan 2016

  • Senior Category Finance Analyst

    May 2007 - Jan 2011
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  Chartered Professional Accountants of Ontario (CPA Ontario)

  Jan 2011 - now

  CPA Sessional Leader/Facilitator

  • Recognized as a top instructor at CPA Ontario in performance management and managerial accounting.

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  Canadian Marketing Association

  Jun 2018 - now

  • One of three core national facilitators and instructional designers for the newly launched Chartered Marketer Designation as offered by the Canadian Marketing Association.

  • Vice President Finance and Learning, New Programs

    Feb 2024 - now

  • Consultant for Learning Development & Instructional Services

    Jun 2018 - now
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  Wolseley Canada Inc.

  Jan 2019 - Jan 2020

  Finance Manager - Business Finance & Accounting
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  KARL STORZ

  Apr 2020 - Feb 2024

  Controller
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  McGinty & Associates

  Jul 2021 - now

  Associate