Karen Whitman

Current

Independant Financial Services Professional at KW Financial Management Services
Career Coach at Coach-Align

Past

CFO at Synchromesh Products Inc.
Site Controller at Speer Canada Inc. a Division of SGL Carbon, The Carbon Company
Owner at First Step Enterprise (Self-employed)

Controller/Sales Manager/Division Manager at Pacific Precision

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Education

Conestoga College
MBTI Qualified
Conestoga College

Mohawk College

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1 more...

Recommended

10 people have recommended Karen

Connections

65 connections

Industry

Accounting

Websites

Karen Whitman’s Summary

I have aquired a broad base of management experience in Controlling, Operations Management and Sales, primarily in small to mid size companies. I am interested in Root Cause analysis and implementation of solution to improve business performance.

Over the past few years I have focused on developing my skills to provide life/career mentoring services. I am excited about the addition of Career Coaching to my professional services. Please review my website at www.coach-align.com.

Karen Whitman’s Specialties:

Career Coaching
MBTI Certified
Six Sigma Greenbelt
ISO 9001 : 2000 Auditor

Karen Whitman’s Experience

Independant Financial Services Professional

KW Financial Management Services

(Accounting industry)

February 2009 — Present (10 months)

I provide mid to senior level management services in accounting on a part time/contract basis. Areas of expertise include, Cash Flow forecasting and management, Preparation and analysis of Financial Statements, Policy development and implementation, Credit and Collection, Strategic Planning, Training and Leadership development
Career Coach

Coach-Align

(Professional Training & Coaching industry)

September 2007 — Present (2 years 3 months)

Career Coaching is a powerful tool to close the gap between present state and desired state. Through Coach-Align I assist clients in uncovering their passions and discover their own unique way of aligning that passion within their career.
CFO

Synchromesh Products Inc.

(Aviation & Aerospace industry)

June 2008 — February 2009 (9 months)

Development of accounting policy and procedures,manage and report financial and cash flow position to ownership. Strategic planning, including securing funding and debt payment negotiations. Development and implementation of Human Resource policy and procedures and employee and leadership development.
Site Controller

Speer Canada Inc. a Division of SGL Carbon, The Carbon Company

(Electrical/Electronic Manufacturing industry)

July 1998 — June 2008 (10 years )

Development and implementation of cash management procedures. Preparation of monthly financial statements and management reports. Responsible for credit management, including credit authorization and maintenance of the accounts receivable DSO. Development of the annual budget, providing financial information and analysis to management team. Developed procedures to streamline systems and reduce workload, while improving quality and accuracy of information and reporting.
Owner
First Step Enterprise (Self-employed)

(Self-Employed; Myself Only; Management Consulting industry)

January 1998 — October 2002 (4 years 10 months)

Self-Operated Contract Service offering services to clients in the area of administration, finance, sales and management.
Controller/Sales Manager/Division Manager

Pacific Precision

(Privately Held; 11-50 employees; Automotive industry)

May 1992 — February 1998 (5 years 10 months)

Controller Position : Development and implementation of cash management, including credit management. Development and implementation of the Finance and Administrative operations and preparation of annual budget, providing financial information and analysis to management team.
Sales Manager Position: Development of annual sales strategy and pricing policy, identifying business opportunities and building client relationships.
Division Manager Position: Responsible for leading a team of 14 employees to complete a wide range of design and manufacturing projects. Development of annual business plan.

Karen Whitman’s Education

Conestoga College

Human Resource Management 2009 — 2010 (expected)
MBTI Qualified

2008 — 2008
Conestoga College

Career Counselling 2005 — 2006

Assessments in Career Development; Formal Instruments & Interviewing, Mentoring and Coaching
Mohawk College

Business Accounting 1989 — 1991

Received Award of Excellence and Dean’s Honours
Continued to achieve 3rd Level, CGA Program