Patrick Cusack, B. Comm., CMA

Current

President & Managing Owner at PKC Business Services

Past

Account Executive at Robert Half Management Resources
Senior Operations Financial Consultant at National Express
Division Controller, Business Consultant at Auto Warehousing Company Ltd.

Sr. Financial and Inventory Management Consultant at Kraft Foods
Basel II - Sr. Project Consultant at CIBC
Professional Training, Coaching, Tutoring at Krcmar Management
Program Director & Team Leader at Son's Bakery
Canadian Controller & Retail Business Unit Manager at Nike
Program Director & Team Leader at University of Toronto
Program Director & Team Leader at Caravelle Foods
Program Director & Team Leader at Caravelle Foods
Strategic Planning & Supply Chain Project Consultant at McDonald's Restaurants of Canada Ltd.
Business Consultant at Multi-Circuits
Project Manager & Team Leader at Canadian Blood Services
Finance Manager at Canadian Blood Services
Business Colleagues at NetVector Inc.
Facilitator - Professional Training Seminars at Institute of International Research
Event Manager – Food, Beverage, Alcohol. Operations at Rogers Centre (Formerly SkyDome)
Strategic Implementation Consultant at Parissis Partners
Consultant – Corporate Consolidation Modelling at Bell Mobility
Project Coordinator / Project Advisor – Y2K Solution Development, Strategic Planning and Budgeting at McDonald's Restaurants of Canada
Consultant – Financial Information Development & Deployment at Bell Mobility
Accounting & Finance Manager – Treasury & Cash Flow at McDonald's Restaurants of Canada Ltd.
Project Coordinator – Financial Management System Implementation at Manufacturers Life Insurance Company
Project Coordinator – Budgeting Modeling and Implementation at Nike Canada Inc.
Consultant – Strategic Planning and Budgeting at McDonald's Restaurants of Canada Ltd.
Senior Accounting Manager at ADP Canada (Employer Services)
Consultant – Strategic Planning and Budgeting at McDonald's Restaurants of Canada Ltd.
Senior Accounting Supervisor at CIBC
Consultant – Financial Controls & System Implementation at Rogers Centre (Formerly SkyDome)
Controller at Neptune Recreation Management
Senior Accounting Supervisor at A.P. Green Refractories (Canada) Ltd.
Senior Accountant – International Consolidations at Burns Fry Ltd.
Senior Restaurant Accountant at McDonald's Restaurants of Canada Ltd.
Restaurant Operatioins Management at McDonald's Restaurants of Canada Ltd.

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Education

Ryerson University
The Society of Management Accountants of Ontario
Ryerson University

York Memorial Collegiate Institute

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1 more...

Recommended

10 people have recommended Patrick

Connections

293 connections

Industry

Management Consulting

Websites

My Company

Patrick Cusack, B. Comm., CMA’s Summary

Accomplished Business Management Consultant with several years of progressive business experience and a reputation for using the Professional CMA designation as the backbone to deliver quality results while working in challenging functional roles, on integrated business project teams, or as an independent consultant.

Decisive, solutions-focused, and results-oriented – expert in providing business and financial management services as a solution for clients during periods of growth, transition, change, or backfill coverage. Strong leadership, communication, presentation, creative business approaches, and analytical skills.

Challenged-driven CMA Professional with multi-faceted experience in management roles related to Business Management, Accounting, Finance, and Supply Chain.
Keenly interested in channelling talents and breadth of expertise to work with management, executives or business owners while managing integrated business matters, providing strategic direction, and executing business solutions.

PKC BUSINESS SERVICES CLIENT LIST (1991–Present)

Fortune 500 Clients:
McDonald’s Restaurants of Canada Ltd. (5X)
University of Toronto – Scarborough Campus
Robert Half Management Resources
ADP Canada (Employer Services)
Manufacturers Life Insurance Co.
National Express Corporation
Canadian Blood Services (2X)
Nike Canada Inc. (2X)
Bell Mobility (2X)
Kraft Canada Inc.
Burns Fry Ltd.
Reed MIDEM
CIBC (2X)

Small–Medium Clients:
Auto Warehousing Co. Canada Ltd. (GM Canada Shipping Division)
Caravelle Foods (McDonald’s - Beef Supplier) (2X)
Son’s Bakery (McDonald’s - Bun Supplier)
Institute of International Research (13X)
A.P. Green Refractories (Canada) Ltd.
SkyDome (Now Rogers Centre) (9X)

Small–Private Clients:
NetVector Inc. (Multiple Business Collaborations)
Krcmar Management and Land Surveyors
Neptune Recreation Management
Multi-Circuits (2X)
Parissis Partners

Patrick Cusack, B. Comm., CMA’s Specialties:

Business and Contract Negotiations
Business, Financial, and Operations Management
Change Management
Client and Team Relationship Management
Coaching and Training
Corporate Budgeting
Corporate Governance
Integrated Business Strategies
Interim Management
Organizational Leadership and Development
Performance Reengineering
Profit and Loss Management
Program Management
Strategic Business Planning
Strategic Management
Supply Chain Management
Team Building and Management

Patrick Cusack, B. Comm., CMA’s Experience

President & Managing Owner

PKC Business Services

(Management Consulting industry)

January 1991 — Present (19 years )

Drawing on my professional accounting designation, proven entrepreneurial mindset, and business skills and knowledge, I have provided clients with Business Management Professional Services that range from Functional Management roles to Integrated Business Management Consulting roles.

Current engagements have ranged from assembling and leading cross-functional, integrated project teams, joining forces with other subject matter experts to pursue business-consulting opportunities, and/ or personal services contracts that encompass backfill support for management and challenging functional roles, working on existing integrated business project teams as an independent consultant.
Account Executive

Robert Half Management Resources

(Public Company; XXXX; Staffing and Recruiting industry)

May 2009 — October 2009 (6 months)
Senior Operations Financial Consultant

National Express

(Management Consulting industry)

August 2008 — December 2008 (5 months)
Division Controller, Business Consultant

Auto Warehousing Company Ltd.

(Privately Held; 10,001 or more employees; Automotive industry)

2008 — 2008 (less than a year)

GENERAL MOTORS CANADA SHIPPING DIVISION - o/o by: Auto Warehousing Co. Ltd. (American Ownership)

As Division Controller, provided post acquisition business matter consulting to American Owners and their Corporate Management.

Worked directly with and provided strategic and business matter input to Regional and Corporate Senior Management along with direction for regional office staff.

Direct involvement in managing change related to developing and enhancing existing office infrastructure, organizational structure, roles and responsibilities, succession planning, employee severance.

Oversee and manage first Canadian fiscal year-end close, year-end audit with external auditors, interact with auditors and Corporate Management on annual tax return preparation.

Develop and enhance year-end, month-end, daily accounting, budgeting, cash-flow, and operating measures and procedures.

Consult with Management on areas of opportunities and risk related to business activities.
Sr. Financial and Inventory Management Consultant

Kraft Foods

(Public Company; 10,001 or more employees; KFT; Consumer Goods industry)

2007 — 2007 (less than a year)

Provide interim support to Manufacturing Finance Management and stakeholders during period of transition.

Consult with Management on areas of opportunities and risk related to inventory activities.

Work with Management, Analyst, and staff to complete planning, consolidation and analysis of Inventory results for Original Budget, revised forecasts, and monthly forecasts.

Work with Customer Service & Logistics (Supply Chain) to provide tangible business and financial insight.
Basel II - Sr. Project Consultant

CIBC

(Public Company; 10,001 or more employees; CM; Banking industry)

2005 — 2005 (less than a year)

Engaged to complete business and financial reviews of Basel II technology projects.

Worked alongside Senior Management Group & PMO Office responsible for Basel II implementation and budgets.

Reviewed processes and controls with 40 sub-projects to contain expanding budgets and rising costs of this $300 million project.

Worked alongside Senior Project Managers to reconcile statement of work (SOW’s), resources planning, project plan, (deliverables and timelines), and project budgets.

Developed operational processes and financial controls for Executive Directors and Project Managers related to resource planning and levelling.

Established performance management measures, dashboards, and proactive processes to contain $65 million project costs.
Professional Training, Coaching, Tutoring

Krcmar Management

(Privately Held; 51-200 employees; Real Estate industry)

2004 — 2004 (less than a year)

Krcmar – a leader for 40 years in the real estate site survey business.
Owner of business was starting University of Western Ontario’s Executive MBA Program.

Engaged to coach and tutor business owner on Exexutive MBA Program Content.

Advised owner on how academic studies could be applied to their daily business operations.
Program Director & Team Leader

Son's Bakery

(Privately Held; 51-200 employees; Food Production industry)

2004 — 2004 (less than a year)

Joint project among Key Suppliers belonging to McDonald's Restaurants Supplier Leadership Team.

Prepared and presented potential business solutions related to Operational and Administrative Business Management Issues to key suppliers belonging to a McDonald's Restaurants Supplier Leadership Team.

Total combined supply chain spend exceeded CDN $800M.

Presentation focused on completing feasibility study that addressed integrated supply chain activities – such as – Operational Logistics, Distribution Logistics, Energy Management, Technology Impacts, Inventory Management, Packaging Standardization, Reusable/ Circulated Packaging Potential.

Selected specific details discussed included -
- Removing corrugated cardboard from the existing Supply Chain packaging and distribution system,
- Possible standardization of distribution packaging,
- Potential introduction of new technology to reduce Inventory Management costs,
- Potential for optimization of storage space.
Canadian Controller & Retail Business Unit Manager

Nike

(Public Company; 10,001 or more employees; NKE; Sporting Goods industry)

2004 — 2004 (less than a year)

Engaged to fulfill Controller’s responsibilities, separate existing Controller’s responsibilities, and bridge Controller’s role until a permanent Controller could be hired.

Oversee $32 million retail budget and work directly with Senior Retail personnel on financial and operational related issues.

Managed audit by Federal Government – GST.

Provide management and direction to entire Accounting, Finance, Payroll, and Credit departments.
Program Director & Team Leader

University of Toronto

(Educational Institution; 10,001 or more employees; Higher Education industry)

2004 — 2004 (less than a year)

Reviewed current Financial Systems & Controls for $1 million operation located at Scarborough Campus.

Established new Financial Systems & Controls for $3.5 million expanded operations.

Deliverables included: providing recommendations to improve existing financial systems and controls which will meet demands generated by growth, guide purchase decision making on software and new POS system, and provide tenant selection support for new student centre.
Program Director & Team Leader

Caravelle Foods

(Privately Held; 51-200 employees; Food Production industry)

2004 — 2004 (less than a year)

Plant/ Production Consolidation project.

Deliverables included providing a feasibility report for this $100 million operation, assessing possible closure of one or more existing production plants and/or constructing a new production facility.

Targeted net annual savings were to exceed $1 million.

Preparing final report to assess impact on existing customers, environmental issues, provincial differences, real estate considerations, and final recommendations.
Program Director & Team Leader

Caravelle Foods

(Privately Held; 51-200 employees; Food Production industry)

2003 — 2003 (less than a year)

Labour Business Plan/ Case project.

Reviewed, assessed and developed a Labour Business Plan/Case addressing client’s exposure for upcoming Union negotiations and provided direction related to reducing labour costs to meet industry standards.

Targeted annual savings were to exceed $75,000.
Strategic Planning & Supply Chain Project Consultant

McDonald's Restaurants of Canada Ltd.

(Public Company; 10,001 or more employees; MCD; Restaurants industry)

2003 — 2003 (less than a year)

Completed special projects relating to Strategic Planning and Supply Chain Management (SCM).

Worked with SCM personnel and suppliers to review excess production capacity issues and identify possible areas where 5.0% cost reduction opportunities could be achieved.

Completed a review of the SCM quarterly departmental scorecard and provided a report suggesting how to incorporate stronger indicators that will measure SCM’s performance and tie into the corporate strategies.
Business Consultant

Multi-Circuits

(Privately Held; 11-50 employees; Electrical/Electronic Manufacturing industry)

2003 — 2003 (less than a year)

Reviewed business operations, performance trends, and industry activities with owners.

Established strategic and operational plans required to meet defined goals and sustain market competitiveness.

Identified and developed operational plan to address current wave of international competition.

Created and launched an interactive web-site allowing customers to submit orders on-line.
Project Manager & Team Leader

Canadian Blood Services

(Non-Profit; 1001-5000 employees; Hospital & Health Care industry)

2002 — 2002 (less than a year)

Staff Scheduling Software Solutions project.

Reviewed existing manual staff (nurse) scheduling system.

Sourced software solutions, which would accommodate existing organizational and collective bargaining agreements.

Prepared and presented potential software solutions to senior management of Toronto Centre

Estimated net savings to annual budget CDN $150K to $300K.
Finance Manager

Canadian Blood Services

(Non-Profit; 1001-5000 employees; Hospital & Health Care industry)

2002 — 2002 (less than a year)

Managed clients’ $48 million dollar budget and advised senior departmental managers on efficiencies.

Developed and delivered SAP financial and budgeting training program for clients’ Management Team.

Supervised multiple departments with multiple employees (non-union and union).

Developed an RFP to engage a courier company for delivery of blood products to Ontario hospitals.

Effectively closed down Payroll Department prior to layoffs and centralization of payroll functions.
Business Colleagues

NetVector Inc.

(Privately Held; 11-50 employees; Information Technology and Services industry)

1999 — 2002 (3 years )

Collaborated on, initiated and followed-up on business opportunities.

Sourced I/T solutions for multiple clients related to – Time Management Software, Mid-Size ERP solutions, and Web-Based marketing solutions.

Assembled professional project teams.

Negotiated client engagement contracts, project scope, and project deliverables.
Facilitator - Professional Training Seminars

Institute of International Research

(Public Company; 501-1000 employees; Professional Training & Coaching industry)

2000 — 2001 (1 year )

Successfully developed and delivered professional training seminars offered across Canada. Topics included:

Financial Modeling and Planning Through Excel
Planning and Forecasting for Effective Budgetary Control
Advanced Financial Statement Analysis
Effective Corporate Valuation Techniques
Effective Operational Audit
Implementing and Integrating Risk-Based Auditing
Event Manager – Food, Beverage, Alcohol. Operations

Rogers Centre (Formerly SkyDome)

(Events Services industry)

1992 — 2000 (8 years )

Supervised 200+ staff,

Worked alongside entire Management Team to effectively manage this CDN $50M annual operation.

Managed all food and alcohol bars ensuring operational controls provided positive financial results.

Worked alongside all SkyDome operational event management and staff (Blue Jays, Argonauts, Security) to ensure a safe, comfortable and memorable experience for all patrons.

Worked with Management Team, designed and implemented effective operational controls and procedures directed at protecting monetary and non-monetary assets.

Inventory management – planning inventory levels, demand planning, storage controls, and distribution.

Involved in P2P administrative process.
Strategic Implementation Consultant

Parissis Partners

(Management Consulting industry)

1999 — 1999 (less than a year)

Participated in a Cross-Hospital Lab Analysis in order to streamline operating efficiencies.

Established benchmarks for hospital lag operations.

Analyzed lab operations for several small-town hospitals against established benchmarks.

Presented findings and analysis to hospital senior management.
Consultant – Corporate Consolidation Modelling

Bell Mobility

(Wireless industry)

1999 — 1999 (less than a year)

Designed and developed corporate consolidation reporting tool using MS Excel.

Tested new application for interactive compatibility with corporate ERP databases.

Performed parallel tests with old reporting system to ensure consistency in financial results.
Project Coordinator / Project Advisor – Y2K Solution Development, Strategic Planning and Budgeting

McDonald's Restaurants of Canada

(Restaurants industry)

1999 — 1999 (less than a year)

Engaged to relaunch and bring project back on track to meet time pressured deadline for Y2K.

Advised and coordinated the development and implementation of a customized budgeting system using Arbor Essbase multi-dimensional database.

Coordinated and directed internal staff and external consulting resources.

Effectively completed development, UAT testing, and implementation in order to meet and utilize new system for Y2K deadline.

Developed and delivered Corporate Balanced Scorecards to Board of Directors.

Developed and prepared annual budgets and 3-Year Strategic Profit Plan.
Consultant – Financial Information Development & Deployment

Bell Mobility

(Wireless industry)

1998 — 1998 (less than a year)

Designed and developed a 140 page Management Reporting Package that provided both Financial and Operational Measures.

Changed individual business unit reporting process from decentralized to centralized.

Enhance reporting package to include all financial and operational activities related to all wireless products (Analog, Digital, Pagers, Airphones).

Effectively implemented and rolled out new processes, reporting package, and presentation to Senior Management.
Accounting & Finance Manager – Treasury & Cash Flow

McDonald's Restaurants of Canada Ltd.

(Restaurants industry)

1997 — 1998 (1 year )

Managed 10 staff – Corporate: Treasury, A/P, A/R

Managed CDN $500M specialized vendor payment program

Managed CDN $300M borrowing program – utilizing short-term BA’s and 3rd party corporate financing.
Project Coordinator – Financial Management System Implementation

Manufacturers Life Insurance Company

(Insurance industry)

1997 — 1997 (less than a year)

Coordinated the implementation of a new Financial System.

Developed and implemented financial summary models.

Customized Hyperion financial investment software.

Implemented new Hyperion software and reconciled to legacy financial investment system.
Project Coordinator – Budgeting Modeling and Implementation

Nike Canada Inc.

(Sporting Goods industry)

1996 — 1997 (1 year )

Developed and implemented a new budgeting model for use during annual corporate budgeting process.

Scoped out development concerns by consulting with all business units.

Designed / Architected new model to ensure development incorporated best possible solution.

Developed roll-up functionality to produce management reporting capabilities and mapped to parent company G/L and budgeting system.

Changed individual business unit reporting process from decentralized to centralized.

Effectively implemented and rolled out new processes, reporting package, and presentation to Senior Mgmt.
Consultant – Strategic Planning and Budgeting

McDonald's Restaurants of Canada Ltd.

(Restaurants industry)

1996 — 1996 (less than a year)

Prepared 1997 corporate budgets

Prepared 3-Year Strategic and Operational Profit Plan (1997 – 1999)

Prepared corporate balanced scorecard by region, province, business unit, and corporate.

Prepared presentations to Senior Management.
Senior Accounting Manager

ADP Canada (Employer Services)

(Financial Services industry)

1996 — 1996 (less than a year)

Managed 5 staff – G/L, A/P, A/R

Managed daily accounting functions.

Consulted and advised Senior Management on operational inefficiencies.

Re-engineered existing processes to improve accounting processes.

Effectively cleaned-up G/L and accounting issues prior to year-end close.
Consultant – Strategic Planning and Budgeting

McDonald's Restaurants of Canada Ltd.

(Restaurants industry)

1995 — 1995 (less than a year)

Prepared 1996 corporate budgets

Prepared 3-Year Strategic and Operational Profit Plan (1996 – 1998)

Prepared corporate balanced scorecard by region, province, business unit, and corporate.

Prepared presentations to Senior Management.
Senior Accounting Supervisor

CIBC

(Banking industry)

1995 — 1995 (less than a year)

Supervised 4 staff – A/P, A/R

Worked alongside Accounting Manager to set-up and implement new AccPac accounting system.

Supervised daily accounting functions.
Consultant – Financial Controls & System Implementation

Rogers Centre (Formerly SkyDome)

(Events Services industry)

1995 — 1995 (less than a year)

Engaged to implement and launch QuickBooks for special Event Catering operations.

Customized QuickBooks to accommodate managements special needs related to Special Event Catering operations.

Effectively launched new system for management.
Controller

Neptune Recreation Management

(Recreational Facilities and Services industry)

1993 — 1995 (2 years )

Oversaw entire score of daily, weekly, and monthly accounting functions.

Consulted and advised owners on all accounting, treasury, payroll, and tax related issues.

Effectively managed cash flows of this highly seasonal business.

Re-constructed financial statements for four operating companies in preparation for federal government audit.

Consulted with federal government auditors (Corporate, GST, Payroll) to arrive at tax assessments.
Senior Accounting Supervisor

A.P. Green Refractories (Canada) Ltd.

(Glass, Ceramics & Concrete industry)

1992 — 1993 (1 year )

Consulted with Management on G/L account reconciliation and clean up.

Particular focus on all payroll related G/L account activities.

Effectively reconciled G/L account activities in preparation for year-end close.
Senior Accountant – International Consolidations

Burns Fry Ltd.

(Financial Services industry)

1992 — 1992 (less than a year)

Reconciled and prepared international consolidation activities for year-end close.

Completed monthly accounting consolidation activities.

Worked directly with Senior Management of foreign countries on monthly financial operating activities.

Foreign markets included – Tokyo, Hong Kong, Geneva, London, Chicago, New York
Senior Restaurant Accountant

McDonald's Restaurants of Canada Ltd.

(Restaurants industry)

1985 — 1990 (5 years )

Multiple Full-Time Employment Positions
(1989 – 1991) Senior Restaurant Accountant
(1987 – 1989) Restaurant Accountant
(1985 – 1987) Junior Restaurant Accountant
Restaurant Operatioins Management

McDonald's Restaurants of Canada Ltd.

(Restaurants industry)

1978 — 1985 (7 years )

Multiple Restaurant Employment Positions
(1981 – 1985) Assistant Restaurant Manager
(1978 – 1981) Restaurant Employee

Patrick Cusack, B. Comm., CMA’s Education

Ryerson University

B. Comm. , Business Management, Accounting, Finance, Communications , 1997 — 1999
The Society of Management Accountants of Ontario

CMA Professional Designation , Certified Management Accountant , 1993 — 1995
Ryerson University

Business Administration 1982 — 1985
York Memorial Collegiate Institute

1979 — 1982