Jordan MacKenzie, Finance Expert in Waterloo, ON, Canada
Jordan MacKenzie

Finance Expert in Waterloo, ON, Canada

Member since March 31, 2020
A CPA and MBA, Jordan has created an impact in a diverse range of senior finance roles. He's built financial and operating processes for alternative funds with ~$52 billion of assets, executed four investments at a travel scale-up, developed a $250,000 micro-lending fund in East Africa, and raised a £600,000 seed round for a digital health startup. Jordan freelances because he enjoys helping innovative clients to obtain capital, improve their back-office, and scale effectively.
Jordan is now available for hire

Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Startups

Other Expertise

Employment

  • COO (with CFO Responsibility)

    2019 - 2020
    ImproveWell Ltd.
    • Developed a seed-round fundraising strategy along with determining capital needs to provide the cash runway and trajectory needed to reach Series A.
    • Built a bottom-up, 5-year projection model which was driven by sales force effectiveness and a staggered international expansion.
    • Created a simulation model to quantify the range of potential financial outcomes of existing warm pipeline leads.
    • Attended and assisted the founder in giving investor pitches and responding to Q&A.
    • Oversaw due diligence of pipeline investors, including in-person sessions and due diligence questionnaires; closed commitments of ~£600,000, and managed subsequent investor relations and reporting.
    • Reviewed and approved final monthly reporting and annual financial statements produced by an external bookkeeper.
    • Developed the company’s first budget and working capital strategy, and performed short-term cashflow scenario analysis to plan for worst-case sales and fundraising performance.
    • Performed strategic financial analysis; calculated and monitored key financial KPIs of (customer acquisition cost (CAC), lifetime customer value (LTV), and customer churn) to ensure tracking towards long-term sustainable target ratios.
  • Director of Capital Services

    2018 - 2019
    Anza Entrepreneurs
    • Designed, recruited, and facilitated an “investment readiness” accelerator program for ten early-stage, high-growth social enterprise start-ups.
    • Advised the cohort on business model design, financial modeling, market mapping, competitor analysis, customer hypothesis testing, and investor pitching.
    • Provided fundraising advisory support (pitch decks, 5-year projection, term sheet negotiation strategy) to three additional clients, leading to ~$2 million in investment from impact VCs.
    • Designed a micro-lending fund from scratch; structured the fund’s investment committee governance; crafted standardized loan application/screening tools and due diligence processes.
    • Capitalized the fund with $250,000 (two years of dry powder) of debt capital through fundraising from philanthropic investors.
    • Managed due diligence, IC approval, disbursement, and collection of the funds first seven loans.
    • Designed a "debt-readiness" framework to embed in the acceleration program in order to ensure a steady pipeline of loan-eligible startups.
  • Manager, Fund Operations

    2014 - 2018
    Brookfield Asset Management
    • Created and refined company-wide policies that governed financial reporting, regulatory compliance, performance measurement and valuations across Brookfield’s three private fund platforms covering ~$52 billion of AUM.
    • Designed and rolled out new reporting frameworks to ensure best-practice investor reporting and SEC regulatory compliance.
    • Analyzed the financial and operational viability of Brookfield’s new fund products, including high-net-worth funds, and new European feeder funds; designed operating models to maximize scalability.
    • Designed a new technology ecosystem that integrated Brookfield’s CRM system (Salesforce), investor web portal and investor query processes; assessed the optimal technology vendor, and developed data protocols and implementation plans.
    • Performed due diligence on service providers to outsource the accounting function for newly launched private funds.
    • Designed a sustainability (ESG) operations and communications strategy; drafted investment committee approval requirements and post-investment oversight frameworks to manage sustainability (ESG) indicators across our portfolio companies.
    • Assisted the sales team with closing institutional investment capital for the world’s largest infrastructure fund ($14 billion in 2016) along with managing the financial analysis required to respond to investor due diligence.
  • Director of Corporate Development

    2013 - 2014
    Handa Travel (S-Trip!)
    • Planned and performed the financial due diligence for the equity purchase of two competitor travel companies along with normalizing earnings and presenting due diligence summaries which ultimately led to executed share purchase agreements.
    • Negotiated and executed a convertible loan agreement with an early stage travel tech venture.
    • Acted as the head of finance for three subsidiary companies by leading FP&A activities, including building budgets and forecasts, performing variance analysis, and remediating control weaknesses.
    • Created a new costing template to calculate fully-allocated costs, alongside new internal controls to ensure pricing and group discounts were appropriately reviewed and signed-off, ensuring minimum target margins achieved on every customer.
  • Senior Associate

    2008 - 2011
    PricewaterhouseCoopers (PwC)
    • Managed audit and review engagements end-to-end for a range of clients, predominantly funds, and wealth management firms.
    • Served as a subject-matter expert within the asset management group with respect to complex valuation methodologies and testing approaches.
    • Acted as a key point of contact to top tier and second-tier clients including a national strategic client with $27 billion in assets-under-management; provided value-added tax, internal control, and valuation recommendations.

Education

  • Master of Business Administration (MBA) degree in Business Administration
    2012 - 2013
    Ivey School of Business — Western University - London, ON, Canada
  • Honours Business Administration (HBA) degree in Business Administration
    2004 - 2008
    Ivey School of Business — Western University - London, ON, Canada

Certifications

  • Certificate in Entrepreneurship
    JANUARY 2013 - PRESENT
    Ivey School of Business — Western University
  • Chartered Professional Accountant (CPA, CA)
    JUNE 2011 - PRESENT
    Institute of Chartered Accountants of Ontario

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