Jeffrey R. Kinch, CPA, CMA, PMP

Experience

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  BMO Financial Group

  Jan 1999 - Jan 2003

  Certified Financial Planner / Investment Advisor

  • Provided guidance to personal and corporate clients on strategy for business planning, tax, retirement, insurance and estate management issues• Mentored staff in branches on investment strategy, sales techniques, and client service management

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  PROPHIX Software

  Jan 2003 - Jan 2008

  Manager, Professional Services

  • Lead a team of 25 Project Managers and Consultants through over 150 client implementations of customized planning, forecasting and reporting solutions. Managed and revised all Billable T&E processes• Resolved conflicts and streamlined communications between the Sales, Services, and Accounting teams

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  Clarity Systems

  Jan 2008 - Jan 2009

  Acting Director / Manager, Professional Services

  • Directed clients’ management through complete Planning & Reporting Solution design and implementation• Led a Team of 33 Consultants and Project Managers on some of Clarity’s largest Projects• Mentored and developed several staff into strong leadership roles as new Project Managers

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  J. Kinch Management Consulting Inc.

  Aug 2009 - now

  President & CEO at J. Kinch Management Consulting Inc. (JKMC)

  • A strategic leader & Project Manager with a problem-solving approach, an Accountant’s attention to detail, with the sensitivity & experience to understand and manage the needs of all Project Stakeholders• Selected by Executive Sponsors to guide C-Suite & Board level decision making in the design and implementation of process & system changes, to support corporate re-organization and growth• Comfortable managing a wide variety of project teams; from small internal teams to globally dispersed teams of 100+ composed of Business and IT groups, external consultants & vendors, and other regulatory bodies• Broad financial systems & technology experience including: Workday, SAP, Oracle, PeopleSoft, Relational & OLAP databases, planning & reporting tools, MS Project, Visio, JIRA, MS Office Suite, and others• Proven ability to trouble-shoot and recover distressed projects to achieve a successful project outcome Show less

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  Performance Analytics

  Jan 2010 - Jan 2012

  Director of Services / Projects Director

  • Led a team of 25 technical and business consultants, and managed PAC’s largest and highest risk systems implementation projects in Public, Private and Government organizations• Managed client relationships and communications at the sponsor level (CFO, CIO), collaborating with key stakeholders across teams• Led requirements gathering, process change management and deliverable design to ensure project outcomes would meet each client’s specific requirements• Speaker and panelist at North American finance solutions conferences and webinars with well-honed leadership, prioritization, presentation and communication skills Show less

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  Canadian Tire Corporation

  Jan 2014 - Jan 2015

  Manager, Finance Integration

  • Responsible for leading the successful integration of the new General Ledger (PeopleSoft 8.2) with surrounding and supporting legacy systems and EUC applications (Excel, Access, MS SQL Server, etc.) throughout the organization• Established a principles-based approach to balancing process control, standardization and use of core General Ledger functionality with process innovation and integration with legacy systems• Developed an understanding of core PeopleSoft 8.2 system functionality, and worked to adjust & standardize business practices to optimize system and resource value• Eliminated (wherever possible) non-supported applications, or developed stronger controls to persisting applications, to reduce risk to the organization Show less

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  IBM Canada IBM Canada Limitee

  Jan 2018 - Jan 2019

  Engagement Manager - Workday Financials

  • Recruited to expand IBM’s Workday Practice to Include WD Financials GL, and Planning applications• Achieved Workday Certifications for WD Finance Consulting (Theory & Practical), WD Project Manager, and WD Human Capital Management (Theory)• Improved client satisfaction by over 45% on some of IBM’s most difficult client projects; with a strong focus on Stakeholder Impact Assessment & Stakeholder Management