Hi, I’m
Julia White
Guelph,Ontario
Summary
An accomplished executive with a proven sales-focused track record of strategic growth. Motivated, decisive, creative leader with a passion for the prioritization of client needs, relationships, and engagement. Natural ability to build trust and obtain consensus within disparate and challenging environments in order to meet and exceed organizational goals. Superior communication skills and years of building and mentoring diverse teams foster a culture that is performance driven, yet purposefully aligned.
Overview
30
years of professional experience
Work History
Brown & Brown CanadaMarkham
Vice President & Branch Manager
08.2022 - Current
Job overview
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
- Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
The CUMIS Group Ltd.Burlington, Ontario
Director, Canadian Sales
01.2017 - 08.2022
Job overview
- Oversaw annual growth and revenue targets while maximizing profitability of the lines of business with our credit union partners; overall portfolio in excess of $75 million for over 73 credit unions, with assets under management of $61 billion
- Ensure consistent execution of end-to-end strategic account management process via multiple entry points within credit union senior leadership and executive teams
- Drove credit union engagement to achieve profitable growth while minimizing risk to the organization and considering the diverse needs of the clients and stakeholders
- Formed strategic partnerships and connected with potential clients to drive business development.
- Development of comprehensive credit union business plans in accordance with client strategies and CUMIS’s long term vision.
- Led a high-performing sales team through effective coaching, mentoring, and performance management strategies.
The Co-operatorsKitchener, Ontario
Financial Advisor / Owner
01.2005 - 01.2017
Job overview
- Built strong relationships with the community to maximize visibility and new business opportunities to contribute to sales and growth goals
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Created and executed strategic plans focused on expanding market penetration and improving operational efficiencies utilizing an innovative mindset through a client-centric lens
- Cultivated a high-performance culture through the alignment of the team’s work with organizational goals, which also accelerated adoption of change
- Developed talent through recruitment, coaching, and mentoring, and managed team performance to achieve agency goals.
Sun Life Financial CanadaWaterloo, Ontario
Financial Integration - Director
01.2002 - 01.2005
Job overview
- Oversaw risk management and compliance of Group Retirement Services integration requiring reporting, escalation, and communication with senior management team
- Managed the reporting, synergy tracking, integration expenses, and budget processes for a total budget of $13 million, meeting all deliverables, cost savings targets, and FTE requirements
- Initiated and implemented financial data migration process of records from Clarica to Sun Life platform with 100% accuracy for $10.4 billion in assets.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Facilitated cross-functional collaboration for improved decision-making processes within the organization.
Sun Life Financial CanadaWaterloo, Ontario
Financial Control & Taxation, Pension Group Savings
01.2001 - 01.2002
Job overview
- Led a multi-site team responsible for Group Retirement Services
- Spearheaded successful implementation of new accounting model and business process on time and within budget and scope, which was a 1Q2002 priority
- Achieved the first Section 5900 for Pension Group Savings.
- Reduced costs, optimized resource allocation, and improved efficiency in managing projects.
- Promoted a culture of continuous learning through regular workshops, seminars, and training sessions for staff.
Sun Life Financial CanadaWaterloo, Ontario
Financial Leader, Group Benefits
01.1999 - 01.2001
Job overview
- Led a diverse team collectively responsible for risk analysis, controls, and processes relating to group insurance, third-party providers, and year-end audits for group insurance clients
- Consulted for the Project Management Office on financial programs.
- Championed change initiatives, successfully navigating teams through periods of transition while maintaining morale and engagement levels.
- Optimized operational workflows by identifying bottlenecks, implementing solutions that led to smoother processes across the organization.
- Managed budgets and resources, ensuring optimal allocation towards achieving organizational objectives.
Deloitte and Touche, Chartered AccountantsGuelph, Ontario
Senior Accountant
01.1995 - 01.1999
Job overview
- Advised Business Systems Group on selling, installing, and training clients to use accounting software systems
- Developed new staff members’ skills by educating in the core competencies of accounting and technical systems.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Prepared and filed tax forms to meet needs of customers.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
Education
RIMSToronto, ON
Certified Risk Manager
12.2024
AdvocisToronto, ON
LLQP
01.2005
University of TorontoToronto, ON
Project Management Professional
01.2002
Chartered Public Accountant Toronto, ON
Certified General Accountant
01.2001
University of GuelphGuelph, ON
Master of Arts from Economics
01.1991
Skills
- Team Leadership
- Relationship Building
- Decision-Making
- Results-Driven
- Sales Leadership
- Strategic Planning
- Client Relationship Building
- Business Development
- Revenue Cycle Management
- Financial Acumen
Timeline
Vice President & Branch Manager
Brown & Brown Canada
08.2022 - Current
Director, Canadian Sales
The CUMIS Group Ltd.
01.2017 - 08.2022
Financial Advisor / Owner
The Co-operators
01.2005 - 01.2017
Financial Integration - Director
Sun Life Financial Canada
01.2002 - 01.2005
Financial Control & Taxation, Pension Group Savings
Sun Life Financial Canada
01.2001 - 01.2002
Financial Leader, Group Benefits
Sun Life Financial Canada
01.1999 - 01.2001
Senior Accountant
Deloitte and Touche, Chartered Accountants
01.1995 - 01.1999
RIMS
Certified Risk Manager
Advocis
LLQP
University of Toronto
Project Management Professional
Chartered Public Accountant
Certified General Accountant
University of Guelph
Master of Arts from Economics