Where I Add Value
Is Your Organization Struggling With...
- "Choose Your Own Adventure." Everyone is doing their best, but sometimes it feels like everyone is doing their own thing.
- "Can I do A?" or "Do you do B?" or "Who does X?" or "Where can I find Y?" You keep getting the same questions over and over again, there is uncertainty about what are/are not legitimate exceptions, or you team keeps having the same conversations trying to figure out how a process "should" operate?
- Training by osmosis or "Tribal Knowledge" that walks out the door when employees or consultants leave the team.
- Feedback that team members don't know what's going on within organization or feel connected to the company's overall vision and objectives.
This could be due to...
- Policies being created without thinking ahead to how the team will manage the policy "in real life."
- Lack of alignment, awareness and consistency in how processes are executed and applied.
- Lack of alignment in who is responsible, accountable, consulted and informed.
- Lack of alignment on acceptable exceptions (so everything becomes managed by exception).
- Lack of onboarding and training resources.
- Processes are not documented…or process documentation has not been maintained and is out-of-date.
- Processes are not documented in an easy-to-consume manner - ie. One source of truth, micro-learning and self-serve content.
- Lack of communications and change management strategies.
Why is this a problem...and why should you care?
- The issues above lead to inefficiencies, and weak internal and spend controls.
- Time wasted = lost productivity, spend leakage and lost profitability.
- This is especially true in the Source-to-Pay cycle, where your organization could be missing out on payment discounts, unknowingly overspending with a Supplier, damaging a Supplier relationship, or even investing in a Supplier relationship that does not align with your company's risk appetite.
- Reduced employee engagement. Time spent spinning wheels on non-business-critical issues, when your team could be spending time solving problems, innovating and adding value.
Here's where I come in!
- One of my mottos is "If there's a problem, yo I'll solve it!"
- Think of me like your team's personal Mary Poppins or Swiss Army Knife.
- One of my biggest pet peeves at work is waste and inefficiency.
- If it's not working properly, I'll fix it.
I am skilled at...
- Cleaning up and aligning existing processes.
- Establishing processes for new programs or regulatory compliance (such as Modern Slavery, Privacy Reform, Sustainability, and more).
- Getting policies, processes and procedures documented, and captured in easy-to-consume formats, such as training videos, micro-learning and self-serve courses.
- Creating and executing documentation strategies that makes it simple to maintain existing documentation.
- Developing change management and communications strategies so team members know what's happening, when and why.
- Facilitating the creation or enhancement of performance metrics, compliance monitoring and reporting processes, Savings Tracking and Value Creation for Strategic Sourcing teams.
- Building a bridge between Finance, Procurement, IT and other key stakeholders (such as HR, Legal, Cyber Security, Privacy, Internal Audit, etc.)
Why you can trust in me to deliver…
- Chartered Accountant with 20 years of experience working in all sizes of organizations around the world - from start-ups to multinational public companies with over 25,000 employees.
- Trained in Project Management, Lean Six Sigma, Change Management and Communications methodologies.
- Trained educator, having taught adult education courses in Accounting, Business and Entrepreneurship with Canadian universities for over 7 years.
- People leader, having led high-performing teams of up to 20 throughout the majority of my career (including being a leader of leaders, leading designated professionals, remote and global employees, and contractors and external consultants).
Want to Learn More?
Let's Connect!
The examples above highlight some of the ways I’ve helped organizations strengthen internal controls, reduce audit fees, improve supplier oversight and prepare for year-end with confidence.
I’d love the opportunity to connect and learn more about your business challenges. Whether you need a Fractional Controller, support with audit readiness, or help building clean, confident Finance and Procurement functions that scale, I can bring both executive-level insight and hands-on grit to your team.
📍 Available for consulting and fractional leadership opportunities across Canada, the US (TN – no sponsorship required) and the UK (Ancestry Visa). Open to both in-person and remote engagements.
Book a virtual or in-person meeting to discuss how Forest Hill Advisory can support your business.
