Gary Schein, CPA, CGA, MBA

Experience

• 

  John Deere

  Jan 1979 - Jul 1989

  Financial Manager

  Treasury, Internal Audit, Accounting Manager

• 

  Consumer Goods and Health Care

  Mar 1993 - Jun 2003

  Manager Finance and Adminstration

  As Canadian CFO, directed the Controlling, Financial Reporting, Treasury, Human Resources, and administration functions for 3 operating divisions with annual revenues > $100 Million. Led a team of 7 direct and 8 indirect reports in a matrix organization including market and factory controllers, collections department, accounts payable, payroll, and 2 human resources managers. Ultimately responsible for preparation and presentation of annual operating plans; variance analysis; financial statements; tax returns/filings/audit; relationship with external / internal banks; cash management, debt/equity financing; currency hedging; salary and benefit administration; external legal counsel; and office support services including company vehicle administration. Show less

• 

  Direct Energy

  Jan 2003 - Jan 2003

  Consultant
• 

  Energy

  Mar 2004 - Jun 2007

  Financial Controller

  • As the Senior Financial manager within this high growth division, directed all Financial Reporting, Controlling, Budgeting, Strategic planning, Risk Management, Taxation, and Audit work for this + $300 million division.• Played a leading role in the development and enhancement of management information reports and KPI metrics.• Provided leadership and oversight to the Risk management function within the division.• Represented the division as the senior financial member on quarterly “Advisory Board of Directors” meetings.• Spearheaded the successful CEO / CFO Certification process.• Played pivotal role in the strategic planning process and designed financial models.• Directed the implementation of derivative accounting within the division during 2007.• Worked in tandem with the division president to design employee incentive plans.• Led and motivated a team of financial professionals to achieve outstanding results through hard work, dedication, and integrity. Show less

• 

  Gary Schein CPA

  Jun 2007 - Jul 2016

  Managing Director

  Income Tax, Internal Controls, Small Business Administration, Controller, 905-630-1607INCOME TAXThis is a growing segment of my practice. My primary focus is personal income taxes for individuals and sole proprietors, but in conjunction with my various associates, can also prepare corporate income tax returns. Here’s a snap-shot of income tax services;• T1 -Canadian Individual Income Tax, which would include self employed – small businesses.• T2 - Canadian Corporate Tax Returns.• T3 - Canadian Trust Tax Returns. • US Tax Returns (1040 and 1040NR) – Canadian residents working in USA or perhaps owing / renting property are required to file US Tax returns and pay taxes.• US Citizens – June 15th filing deadline – US citizens living in Canada are required to file annually.• US Corporate Income Tax - Canadian companies with business activities in the US.• Foreign Tax Credits - recovery of duplicate taxation. INTERNAL CONTROLSManagement all aspects of internal control quarterly and annual certifications for publicly traded companies. I am also referred to as a “C-SOX / Bill 198 / NI 52-109 / CEO CFO Certification” consultant in this work. The following is a snap-shot of the “C-SOX” services provided;• “Top-down” risk assessment.• Review of internal controls, narratives and control matrices.• Completion of compliance testing.• Implementation of software as required.• Implementing optimal mix of testing.SMALL BUSINESS ADMINISTRATIONKnowing the importance of bookkeeping, paying suppliers, invoicing customers, payroll, accounting, and remittance of taxes is one thing. Staying current with all of this is another. Along with my associates, we provide the full range of services for small business. CONTROLLERInterim Controller as required.ORGANIZATIONS SERVEDASL Distribution, AHF, AFOA, Algoma Central, John Deere Limited, Deere & Co, Direct Energy, General Donlee, J.I. Case, SCA, Superior Energy Management, Superior Plus and many others. Show less

• 

  Edelkoort, Smethurst, Schein Chartered Professional Accountants LLP

  Aug 2016 - Jul 2020

  Partner

  Partner - Canadian, U.S. and International tax

• 

  Kylander Grady

  Nov 2020 - now

  Managing Director

  Consulting with businesses and organizations to support their business plans and execution.

• 

  Gary Schein Chartered Professional Accountant

  Dec 2022 - now

  Principal Owner