Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mark McKinnon

Spruce Grove,AB

Summary

Accomplished Executive well-versed in assessing risk, developing solutions and implementing positive changes to achieve sustainability and growth in challenging market conditions. Adept at building and strengthening business and customer relationships. A polished presenter.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Corporate Finance Consultant

Independent Contractor
05.2014 - Current
  • Maintained accuracy in calculating figures and amounts.
  • Adhered to identification guidelines, regulations and compliance.
  • Performed daily, weekly and monthly research and analysis on current market trends.
  • Developed various business models to forecast operating expenses and revenue based on market conditions.
  • Organized investment and educational seminars and recruited attendees.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Educated clients on financial topics and best practices.
  • Presented financial plans and investment recommendations to clients.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Advised clients on investments, retirement and estate planning.
  • Headed financing and capital raise initiatives ranging from $5m to $25m
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Created financial models to analyze and evaluate investment strategies.
  • Implemented exit strategies for clients to transition out of investments.

CEO

Okanagan Craft
03.2017 - 01.2023
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
  • Identified new revenue generation opportunities to maximize bottom-line profitability.
  • Negotiated terms of business acquisitions to increase business base and solidify market presence.
  • Built productive relationships with industry partners and competitors to support strategic business objectives.
  • Reviewed individual department performance and worked with leadership to improve processes, procedures, and practices.
  • Established foundational processes for business operations.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Directed market expansions to propel business forward, meet changing customer needs.
  • Negotiated with suppliers and delivery workers and ordered materials according to forecasted customer demand.
  • Made large-scale financial decisions and supervised company spending to reduce material losses and maximize profits by over 25%.
  • Procured and coordinated new resources to achieve sales targets within optimal timeframes.
  • Managed financial, operational and human resources to optimize business performance.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Headed financing and capital raise initiatives through start-up and beyond.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Improved cash flow, retired debt and built cash reserves to control costs and enhance benefits.
  • Assessed company resources to keep business funded and nurture relationships with investors, lenders and key partners. Raising over $15M
  • Spearheaded contract negotiation and financing to complete high-priority projects and realize target outcomes.

Branch General Manager

Cape Cove Financial
03.2017 - 11.2017
  • Complied with established internal controls and policies.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Performed banking, business administration and financial tasks to guarantee five-star service for over 250 clients.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Developed strategic plans for day-to-day financial operations.
  • Analyzed business processes to identify cost savings and operational efficiencies saving our branch more than 30%.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Recruited 20 top level dealing representatives.

Exempt Market Dealing Representative

Whitehaven Securities
04.2015 - 11.2017
  • Drove team revenue totals by bringing in $4m topping all sales numbers
  • Cultivated strong base of 70 satisfied customers for long-term territory revenue.
  • Worked with independent contractors to expand workforce and better reach customers.
  • Cold call for new clients
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Facilitated new client onboarding process and investment account setup.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Delivered strategic investment advice for individual and corporate clients.
  • Recommended specific investments to help clients meet financial goals.
  • Educated clients on financial topics and best practices.

Sales & Finance Manager

AutoCanada
08.2010 - 10.2013
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Resolved customer issues quickly to close deals and boost client satisfaction.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures for up to 20 sales staff.
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
  • Met with clients, delivering presentations, and educating on product and service features and offerings.
  • Closed lucrative sales deals on sales desk front and back using strong negotiation and persuasion skills.
  • Recruited and hired top-level talent to add value and expertise to sales department.
  • Built relationships with customers and community to establish long-term business growth.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Member of Presidents Club in year one by selling on average 25 cars per month with gross average over 2,750
  • Cold call to acquire new clients

Education

Bachelor of Commerce - Accounting And Finance

University of Alberta
Edmonton, AB

Skills

  • Accounts Payable and Accounts Receivable
  • Defining Investment Objectives
  • Revenue Recognition
  • Special Projects
  • High Net Worth Individuals Marketing
  • Sales Expertise
  • Critical Thinking
  • Credit Management
  • Venture Capital Fund Management
  • Presentations
  • Recommend Financial Products
  • Investment Analysis

Certification

  • IFSE Exempt Market Proficiency
  • Exempt Market Dealing License
  • Joe Verde Sales Training
  • Dale Carnegie Sales Advantage
  • Amvic Sales License

Timeline

CEO

Okanagan Craft
03.2017 - 01.2023

Branch General Manager

Cape Cove Financial
03.2017 - 11.2017

Exempt Market Dealing Representative

Whitehaven Securities
04.2015 - 11.2017

Corporate Finance Consultant

Independent Contractor
05.2014 - Current

Sales & Finance Manager

AutoCanada
08.2010 - 10.2013

Bachelor of Commerce - Accounting And Finance

University of Alberta

Similar Profiles

CREATE PROFILE
Mark McKinnon