Jason Herod
Aurora,ON
Summary
Strategic CPA, CA executive with over 20 years of experience in operations management, FP&A, M&A, and digital marketing. Expertise in streamlining product launches, managing demand generation, and implementing CRM solutions to enhance efficiency and drive growth. Skilled in leading sales operations, recruiting and training teams, and developing metrics for performance management. Collaborates effectively across departments to achieve operational goals.
Overview
1
1
Certification
24
24
years of professional experience
Work History
Owner/Founder
JH Consulting Services (previously dba Top Dog Consulting Services)
01.2017 - Current
- Delivered technology, accounting, and financial advisory services to businesses and individuals as a contract-based provider. Developed high-quality business plans that met targets and enhanced customer satisfaction. Devised and deployed financial systems/processes, leveraged established business relationships, and fulfilled contracted obligations. Real Estate and Family Office portfolio optimization.
- Directed consulting services for clients across business operations and project needs.
- Developed client proposals and service scopes for JH Consulting Services engagements.
- Managed client communications and coordinated consulting schedules and deliverables.
- Identified and engaged key clients to enhance business relationships.
Senior Consultant
Energywell Group
01.2022 - 01.2024
- Led due diligence processes, delivering weekly updates and findings to CEO/COO and preparing monthly updates for BOD
- Primary contact with Collections team based in Bogotá and Toronto to drive results and build out a sophisticated reporting system
- Primary contact with Collections team based in Bogotá and Toronto to drive results and build out a sophisticated reporting system
Senior Advisor
Simply Group
01.2021 - 01.2021
- Achieved 25%+ cost reduction through short-term improvements and facilitated successful post-COVID employee return to office for critical functions
- Advised customers on home financing options across Simply Group product lines.
- Provided guidance to customers on home financing options across Simply Group product lines.
- Reviewed applications and supporting documents for accuracy and completeness.
- Collaborated with sales teams teams to support financing requests and approvals.
Financial Advisory Services
Optimist Club of Newmarket
01.2019 - 01.2020
- Provided support with the implementation of new processes and procedures related to financial advisory services.
- Maintained strict compliance with all regulatory and ethical standards in financial advisory services.
- Provided QuickBooks training, performed monthly reconciliations, developed financial controls, and prepared financial statements for board members at Optimist Club.
- Managed financial paperwork for office services to maintain accurate records. and other financial paperwork related to office services expenses.
Financial Advisory Services
Happy Worker Inc.
01.2010 - 01.2019
- Provided financial and taxation guidance to a private company by preparing historical financial statements, pro-forma financial forecasts, and annual and quarterly tax returns, steering month-end close processes, and supporting capital and product development.
- Facilitated improved financial advisory procedures through implementation of new processes related to financial advisory services.
- Maintained strict compliance with all regulatory and ethical standards in financial advisory services.
Chief Financial Officer
Filter Group Inc.
01.2018 - 01.2018
- Developed and implemented a subscription-based model for water purification and filtration systems, expanding market reach to residential customers in the United States and Canada.
- Directed budgeting, forecasting, and cash flow management across company functions.
- Led financial planning for filtration manufacturing operations and corporate strategy.
- Oversaw financial reporting, audits, and compliance controls for management review.
- Developed and implemented a subscription-based model for water purification and filtration systems, expanding market reach to residential customers in the United States and Canada.
EVP Customer Experience and GM, North America
Just Energy Group (TSX:JE, NYSE:JE)
01.2003 - 01.2017
- Provided smooth and consistent customer experience across all touchpoints using a customer-centric approach. Maintained long-term relationships with key stakeholders/customers to expand client bases. Drove new business opportunities by leveraging Voice of Customer (VOC) data. Transformed company-wide processes by tracking customer feedback from surveys, resulting in an increase in Net Promoter Score by over 50 points.
- Enhanced product and experience innovation by assessing 2M+ customers' opinions during the decision-making process resulting in an increase in Net Promoter Score (NPS) by 40 points.
- Reduced customer complaint escalations by 33% by promptly addressing all inquiries within SLA targets, significantly improving customer satisfaction and compliance with regulatory standards.
- 2016 - 2017
EVP Consumer Division, North America
Just Energy Group (TSX:JE, NYSE:JE)
01.2014 - 01.2016
- Cultivated acquisition opportunities by presenting short- and long-term financial potentials and exploring consumer sectors. Conducted market research to identify industry trends and customer demands, providing actionable recommendations to key stakeholders.
- Accomplished COO-equivalent status through extension of responsibility for customer service, operations, business analysis, as well as EBITDA for the entire consumer sector, resulting in $4B in annual revenue.
- Complete ownership of Ecobee Smart Thermostat Product Division, including sales, installation, and servicing, resulting in installation of over 50k Ecobees and improved customer satisfaction rating by 82%.
- Complete ownership of Ecobee Smart Thermostat Product Division, including sales, installation, and servicing, resulting in installation of over 50k Ecobees and improved customer satisfaction rating by 82%.
SVP and General Manager Consumer Division, North America
Just Energy Group (TSX:JE, NYSE:JE)
01.2011 - 01.2014
- Generated $2B revenue and $100M in EBITDA equated to 60% of EBITDA for entire corporation; region outperformed both G&A and EBITDA budgets by 17% throughout period.
- Oversaw end-to-end activities, including customer service, operations supervision, and new product development from conception to completion. Delivered robust solutions to address business challenges. Achieved consistent growth through financial planning that retained and attracted new customers. Adhered to regional business conduct laws to build trust with customers, vendors, and regulatory bodies.
- Directed revenue planning for electricity and natural gas products.
- Managed cross-functional teams supporting sales, operations, and customer service.
SVP Sales Operations, Consumer Division
Just Energy Group (TSX:JE, NYSE:JE)
01.2008 - 01.2011
- Drove sales efforts to strengthen company's position with customers and in the market. Built sales strategies/plans to promote the organization's products and services. Assured development and implementation of cost-effective operations to meet future needs of the company. Determined potential customers, collaborated on product demonstrations, and penetrated new accounts by liaising with sales representatives.
- Administered the entire process of devising and deploying proprietary mobile sales app, resulting in increasing 20% new customer acquisition/renewal, while reducing SG&A contract processing costs by nearly 50%.
- Drove sales efforts to strengthen company's position with customers and in the market. Built sales strategies/plans to promote the organization's products and services. Assured development and implementation of cost-effective operations to meet future needs of the company. Determined potential customers, collaborated on product demonstrations, and penetrated new accounts by liaising with sales representatives.
VP Corporate Finance (FP&A and M&A) & Operations
Just Energy Group (TSX:JE, NYSE:JE)
VP Finance and Controller
InQuent Technologies Inc. (Webhosting.com)
Director Operations, Northeast Americas
AT&T (SBC Communications, Chicago)
Senior Associate, Assurance and System Controls
PriceWaterhouseCoopers (Coopers & Lybrand)
Education
Bachelor of Arts - Economics, Business, Accounting, & Psychology
Wilfrid Laurier University
Waterloo, ONPost-Grad Diploma - Accounting
Wilfrid Laurier University
Waterloo, ONSkills
- Financial Planning
- Revenue Optimization
- Investment Strategy
- Financial Risk Analysis
- Business Intelligence
- Digital Marketing
- Customer Experience (CX)
- Product Development
- Strategic Planning & Execution
- Continuous Process Improvement
- Vendor Management
- Complex Problem Resolution
- Team Leadership & Development
- Salesforce
- Microsoft Dynamics CRM
- Systems Selection and Migration
- Office 365
- Google Suite
- Microsoft Teams
- QuickTax T1/T2/T3
- Customer support
Certification
CPA, CA (CICA, ICAO), Lean Six Sigma, Certified Ontario Youth Baseball Coach, Level 1 Sommelier (George Brown), Operational Customer Experience Management (Medallia Institute, Chicago)
Affiliations
- BOD Member, Stouffville Baseball Association
- BOD Member, Pickering College
- MTCC BOD Member, Treasurer
- Event Organizer, Habitat for Humanity
- Volunteer, Breakfast Club of Canada
- Coach / Assistant Coach U7 – U15 Boys Baseball (Rep and HL)
Timeline
Senior Consultant
Energywell Group
01.2022 - 01.2024
Senior Advisor
Simply Group
01.2021 - 01.2021
Financial Advisory Services
Optimist Club of Newmarket
01.2019 - 01.2020
Chief Financial Officer
Filter Group Inc.
01.2018 - 01.2018
Owner/Founder
JH Consulting Services (previously dba Top Dog Consulting Services)
01.2017 - Current
EVP Consumer Division, North America
Just Energy Group (TSX:JE, NYSE:JE)
01.2014 - 01.2016
SVP and General Manager Consumer Division, North America
Just Energy Group (TSX:JE, NYSE:JE)
01.2011 - 01.2014
Financial Advisory Services
Happy Worker Inc.
01.2010 - 01.2019
SVP Sales Operations, Consumer Division
Just Energy Group (TSX:JE, NYSE:JE)
01.2008 - 01.2011
EVP Customer Experience and GM, North America
Just Energy Group (TSX:JE, NYSE:JE)
01.2003 - 01.2017
Senior Associate, Assurance and System Controls
PriceWaterhouseCoopers (Coopers & Lybrand)
Director Operations, Northeast Americas
AT&T (SBC Communications, Chicago)
VP Finance and Controller
InQuent Technologies Inc. (Webhosting.com)
VP Corporate Finance (FP&A and M&A) & Operations
Just Energy Group (TSX:JE, NYSE:JE)
Bachelor of Arts - Economics, Business, Accounting, & Psychology
Wilfrid Laurier University
Post-Grad Diploma - Accounting
Wilfrid Laurier University