NetSuite

Account Executive

BLACKHYVE

Advisor

Deloitte

Sr. Technology Advisor

Salesforce

Account Executive - Enterprise

FinancialForce

Regional Sales Manager

President's Club FY21
President's Club FY20

National Account Executive

Account Executive - Mid Market

Account Executive - Small, Medium Business

Account Executive - Strategic Growth Business

Senior Account Executive - Emerging Small Business

Business Development Representative

WIND Mobile

Store Manager

TELUS

Sales Representative

Even as a serial sales rep throughout school, I never considered a career in sales as a viable option.

I had resigned myself to the reality that teaching was my calling and that sales was just a means to pay the rent until I graduated.

That all changed when I attended a dinner my brother was hosting for his closest friends.

The topic of what I planned to do came up and there was an overwhelming amount of support to seriously consider the field of sales.

That night, without a business degree, I worked up the courage to apply to some of the perceived best sales organizations we had discussed.

To my surprise, companies began to reach out and I haven't looked back since.

Now, I am here to help others, in a similar position find their calling.

Working in the trenches, leading teams, or advising companies on their growth objectives.

I'm excited to give back and help those who may look to forge a similar path.

Ian Barker 👨‍🍳

The Practice Space

Founder & CEO

Move with Jenn

Originally started as a pandemic project as a YouTube channel teaching yoga, this eventually morphed into an online yoga and wellness community offering yoga classes, wellness programs on well-being, chakras and manifestation.

Founder

Sourced Group (Acquired by Amdocs - NASDAQ: DOX)

Built a future forward global business operations team leveraging product management fundamentals and agile framework to set-up the company for scale by focusing on strategic initiatives and BAU activities cross-functionally, cross-regionally and across all levels in the organization.

Leading 3 post-merger integration (PMI) streams: process alignment, facilities and communication/ change management in aligning Sourced Group with Amdocs.

Led the global ERP initiative towards automation, workflow re-design and data based decision making which involved replacing 3 core systems over 12 months with a team of 3, coming in under budget. We successfully launched Salesforce CRM MVP in 4 weeks and FinancialForce PSA MVP in 7 weeks. We also had FinancialForce Accounting ready to go-live in 5 months which included 2 full months of parallel testing.

Revolutionized the way we learn as an organisation - developing repeatable content online that can be accessed from anywhere, the way we work - knowing who is responsible for each part of the process and the way we access information - creating repeatable reports and dashboards that feed data to the relevant stakeholders in real-time. 

Supporting regions in Australia, Singapore, Canada, US and Malaysia.

Led internal project to drive department health across the company ensuring all internal services teams have a team charter, tooling and foundation.

Supporting global operations meetings with executive team to drive accountability, transparency and increased communication globally including discussions on financials, sales and recruitment pipeline, team health and global resourcing. Created one real-time global dashboard for executive team with revenue forecasts and sales metrics along many other real-time reports and dashboards used for weekly meetings with a vision to eliminate excel from our everyday where possible.

Global Head Of Business Operations

First global, corporate employee and successfully built global corporate and finance function and the infrastructure to support capital raise of $20M .

Oversight and management of global team of 6 across Australia, Canada and Singapore including controllers and operations and resource managers, consisting of 8 legal entities. Implemented global month-end close and quarterly business reviews, consistency in processes, build of consolidated and regional financial models.

Established operations team responsible for revenue forecasting and pipeline as well as resource management and operational KPI’s to increase future visibility and governance.

Supported and built back-office infrastructure for $20M equity/debt capital raise. This included preparing due diligence, data room creation using Firmex and corporate restructure to move global operating entities under parent company. 

Designed employee stock option methodology and executed roll-out globally. 

Oversight of initial reviews, audits and transfer pricing with KPMG.

Corporate Controller - Global Operations

Hired and managed a team of one, overseeing one legal entity in Canada. Coaching and mentoring led her to take over the controller role for North America.  

Led the creation and roll-out of initial RRSP plan and benefits renewal.

Researched, supported and documented regulatory and compliance for new region in Singapore including ECI, IR8A’s, etc and led the search and signing of the first co-working office space.

Support the roll-out and management of Egencia (corporate travel booking platform) to assist with easier corporate travel bookings, tracking and approvals.

Attended and planned first executive strategic off-site.

Supported capital raising initiatives including valuations, operating loans and corporate credit cards.

Financial Controller - North America

First full-time non-billable employee at the organization.

Established finance function in Canada developing processes, standards and proper record keeping including monthly close binders, compliance with regulatory bodies and cashflow reporting.  Led renewal of global insurance policy resulting in a lower fee and better coverage.

Responsible for all admin, finance, HR, operations and back-office support functions.

Executed the selection, roll-out and transition of first HRIS system (BambooHR) and supported the roll-out of PSA system (Mavenlink) from 10kft.

Assistant Controller - North America

EF Educational Tours

Managing a team of three to complete and coordinate daily accounting tasks of three legal entities and monthly reporting required for senior management and stakeholders.

Coordinating the completion of projects list (currently 40 projects) to improve processes, controls and efficiencies through collaboration from other departments.

Leading the change from quarterly legal reporting to monthly legal reporting including variance analysis, financial statements and presentation on highlights to CFO.

Preparing legal and cash flow forecasting for senior management and treasury.

Coaching and mentoring staff to develop their careers and meet their professional goals.

Responsible for meeting all covenants and requirements for regulatory bodies (TICO, CPBC, OPC, etc).

Accounting Manager

Leading team through daily tasks and monthly/quarterly closes to meet deadlines set by parent company and regulatory bodies.

Preparing and analyzing financial statements and significant accounts at month-end.

Developed cash flow management tool used to assess cash inflows and outflows on weekly and quarterly basis required for daily cash needs and to comply with regulatory bodies.

Adapting and implementing new processes to improve efficiencies including payments to various vendors, paperless record keeping and reconciling accounts. 

Other tasks include: training and supervising staff members, bank reconciliations, VISA reconciliations, accounts payable, journal entries, reclassification entries and inter-company entries, managing mobile phones and tablets with telecommunications provider, etc.

Senior Accountant

Formusa Zuccaro

Managing audit and review engagements for clients generating $50 million in revenues.

Performing risk assessments on new and existing clients to identify key operational and fraud risks associated with the industry, internal controls and any key performance metrics or covenants.

Analyzing financial statements, general ledger accounts and ratios to ensure accuracy and validity.

Preparing journal entries, note disclosures for financial statements and offering daily accounting advice to clients.

Leading the improvement of audit and review files for over 30 different clients to be efficient and timely, resulting in increased profitability and superior feedback by quality control reviewer, clients and partners.

Supervising and assisting in training staff members by offering direction and support, reviewing work, and ensuring firm and institute standards are met.

Grant Thornton LLP (Canada)

Took a senior role in planning and executing audits and special engagements for clients generating $270 million in revenues primarily under accounting standards for private-enterprises (ASPE), public sector accounting standards (PSAS) and accounting standards for not-for-profit organizations (ASNPO).

Led audit as senior accountant a year and a half early, receiving incredibly positive feedback from manager.

Obtained above average performance ratings on both job-based and annual performance evaluations at GT emphasizing work quality, leadership, client relationship management, and mentoring of junior staff members as highly ranked competencies.

Firm Leadership and Involvement:

Prepared and facilitated several CKE preparation sessions for the GT CKE mentor program for the January 2013 exam and received greater than expected feedback from participants on the effectiveness and usefulness of those sessions.

Volunteered for the GT tax clinic for low-income individuals in 2011 and 2012.

Represented GT in 2012 for the CIBC 5km Run for the Cure and the United Way CN Tower Climb.

Accountant

Wilfrid Laurier University Students' Union

Work part-time in the food industry, satisfying the requests of customers. 

Took leadership role with various activities and received employee of the month in February 2010. Promoted to Shift Leader in April 2010.

Responsible for handling money through opening and closing till and managing and delegating tasks to crew.

Shift Leader at Union Market

Learning Disabilities Association of York Region

Remodeled the business website using WordPress to incorporate a more user-friendly interface for both employees and clients.

Redesigned general posters, flyers and brochures for the general public with updated designs and information.

Conceptualized outside display to allow better interaction for clients and stakeholders.

Wrote and assisted with the design of the 2009-2010 Annual Report.

Website Associate

Student Leadership Centre

A team of passionate ambassadors for student involvement and leadership at Wilfrid Laurier University.

Worked with a team to create and develop two leadership workshops, "Learning Leadership" and "Discover the Leader in You".

Presented 3 workshops.

Planned Emerging Leaders Celebration Dinner for over 150 attendees.

Presented a workshop on "developing your personal leadership philosophy" at the Laurier Leadership Summit in September 2009.

Promoted and created the selection committee for the Laurier Leadership Awards.

Leadership Ambassador

Toronto Motorsports Park

Promoted and assisted in the planning of various events such as Armdrop Live,    Victoria Weekend, Labour Day Weekend, Family Day Weekend, etc.

Contacted media and potential sponsors to invite and assist in the confirmation for events.

Assisted in the upkeep of the database for consumers, media, sponsors, etc.

Effectively updated and remodeled entire website.

Assisted with the integration of timing system technology into race track and website.

Acted as the liaison between road course participants and administration.

Administrative Assistant

With a 10+ year rapid rise on the corporate ladder as a finance and operations leader, scaling a global tech start-up from 40 to 400, and building an online wellness community from YouTube, Jenn partners with organizations and their people to increase leadership effectiveness for sustainable, high-impact in life and work.

Jenn Bieri (CPA, CSPO, RYT, Coactive student)

A few years ago, a coach said something that stuck with me: "Treat yourself like an athlete."

I thought it was smart. And then I promptly ignored it.

Until a few weeks ago when I came back from a conference sick, facing a packed week of in-person client work. I overestimated my capacity. I overdid it. And I paid the consequences—I got really sick. Had to make a ton of modifications. Renegotiate everything with clients. I ended up taking a day off work. It created so much more work and energy than if I'd just taken care of myself in the first place.

Here's the thing: 𝘄𝗲 𝗴𝗹𝗼𝗿𝗶𝗳𝘆 𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝗼𝘂𝗿𝘀𝗲𝗹𝘃𝗲𝘀 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝗴𝗿𝗼𝘂𝗻𝗱.

Entrepreneurs, founders, busy professionals—we wear burnout like a badge of honor. We schedule back-to-back-to-back everything. We eat like shit. We don't sleep. We skip workouts. We say yes to everything.

And then we wonder why we're exhausted, sick, and can't show up the way we want to.

𝗔𝘁𝗵𝗹𝗲𝘁𝗲𝘀 𝗱𝗼𝗻'𝘁 𝗼𝗽𝗲𝗿𝗮𝘁𝗲 𝗹𝗶𝗸𝗲 𝘁𝗵𝗶𝘀.

They have coaches, support teams, scheduled rest days, nutrition plans. They listen to their bodies. They know they can't perform without recovery.

They don't party the night before the Olympics. They treat their bodies like their job depends on it. Because it does.

𝗔𝗻𝗱 𝗶𝗳 𝘆𝗼𝘂'𝗿𝗲 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿? 𝗜𝘁'𝘀 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲.

You ARE your business. You can't work if you don't feel good. You can't show up if you're sick. You can't build what you want to build if you're running on fumes.

𝗦𝗼 𝗵𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝗜'𝗺 𝗱𝗼𝗶𝗻𝗴 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆 𝗻𝗼𝘄:

Treating myself like an athlete. Making movement a priority. Eating better. Getting my sleep. Not booking myself into oblivion.

Not because I'm trying to be perfect. But because I can't show up for my clients—or build the life I want—if I don't take care of myself first.

𝗣𝗲𝗿𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗴𝗿𝗮𝗻𝘁𝗲𝗱: Take care of yourself. Prioritize your health. Say no to things that drain you. Schedule rest. Move your body.

Not because you should. But because you can't build what you want to build without it.

You're performing at a high level too. Treat yourself like an athlete.

Jenn Bieri, CPA, CA, CPCC, ACC

Founder & CEO @ The Practice Space | The Peak's 2024 Emerging Leaders' List

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The Battle

Ian Barker 👨‍🍳

Jenn Bieri (CPA, CSPO, RYT, Coactive student)

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The Battle

Ian Barker 👨‍🍳

Jenn Bieri (CPA, CSPO, RYT, Coactive student)

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Jenn Bieri (CPA, CSPO, RYT, Coactive student)'s LinkedIn Performance

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