Jodie O’Toole

• Reviewed the client's provided financial information for accuracy.
• The reconciled client provided information against the system data bank.
• Determined funding required through Factoring software
• Liaised with clients and the credit committee.
• Completed underwriting requirements.
• Produced procedure worksheets.
• Responsible for multiple clients worth over $30 million in capital funds.

• Produced final financial statements for Rlogistics Limited Partnership so that TDB Restructing Limited could finalize necessary paperwork for the bank.
• Worked with TDB staff to organize and finalize the information needed regarding the 250 staff remaining at Rlogistics Limited Partnership for final severance filing.
• Liaised with Rlogistics Limited Partnership staff and TDB staff to ensure information was presented clearly for all to understand.
• Completed the liqudation of Rlogistics Limited Partnership assets

Effectively managed the operations of a mid-sized retail chain with annual sales of up to $60m+. Overseeing retail operations, purchasing, accounting, warehouse, reverse logistics, e-commerce, and IT. Reporting directly to the owners, my responsibilities included:

• Direct management of 4 Department heads and 4 Regional Managers, overseeing as many as 400 employees.
• Managing of a portfolio of up to 23 leased properties ranging from 8,000 to 77,000 sq ft.
• Working with the business owners to develop and implement strategic plans.
• Coordinating, reviewing, and finalizing annual financial audits.
• Coordinating the development and implementation of retail, purchasing, e-commerce, and warehouse software solutions.
• Designing processes to improve operational efficiencies.
• Forecasting, budgeting, and managing day-to-day expenses.
• Overseeing the purchase of consumer goods from within Canada, the U.S., and China.
• Attending trade shows in the U.S. and Canada to develop supplier relationships and identify new opportunities.
• Managing forward and reverse logistics.
• Dealing with Regulatory compliance issues.
• Crisis management.

• Overseeing a finance team of six and an inventory control team of three.
• Financial Reporting.
• Developing monthly and annual budgets.