University of Saskatchewan - Finance
The Ministry of Advanced Education is responsible for developing a skilled and educated workforce that meets the needs of Saskatchewan’s labour market. We work with the private sector
educational institutions and community organizations to develop
retain
and attract skilled workers. We also work with educational institutions to recruit and retain international students
and assist First Nations and Métis learners.
International Education Advisory Group: Government of Saskatchewan: Ministry of Advanced Education
Focus of Committee: Program Quality\n\nThe Ministry of Advanced Education is responsible for the post-secondary education system that supports a growing Saskatchewan and leads to a higher quality of life. The Ministry will work with post-secondary institutions towards system innovation and sustainability
and to increase participation in and completion of high-quality advanced education for all students
especially First Nations and\nMétis people; to retain educated and skilled workers in the province; and attract students from outside of the province and the country by promoting Saskatchewan’s opportunities.
Saskatchewan Private Vocational Schools
Government of Saskatchewan: Ministry of Advanced Education
Dr. Marcia
Whittaker
Royal Auto Group Inc
University of Saskatchewan
Saskatoon Business College
Parkland College
Yorkton
SK
•\tKey confidant and assistant to the Managing Director in the development and execution of the company’s strategic mandate.\n\n•\tPrepared and presented financial and business analysis
financial statements
budgets
forecasts
and management reports for the company.\n\n•\tFocused on cost-cutting initiatives to reduce waste and increased efficiency
effectiveness
and profitability.\n\n•\tProvided leadership and guidance to managers on human resource issues.\n\n•\tSourced and recruited the best talent to drive the strategic vision of the Group- both locally and internationally.\n\n•\tDirected the hiring
orientation
training
and development process.\n\n•\tActed as Relief Controller.
Human Resource Lead
Financial & Business Analyst
Relief Controller
Royal Auto Group Inc
Yorkton
SK
Canada
• Taught the following courses:\n -Automated Accounting\n -Organizational Behaviour Year 2\n -Finance - Year 2\n -Commercial Law- Year 2\n -Sage 50 Accounting- Year 1\n\n• Other classes: \n -Small Business Accounting- Year 1\n -Bookkeeping for Small Business – Year 1 & Small Business Expenses –Year 1\n -Small Business Financial Projections – Year 1\n
College Instructor
Parkland College
Manchester
Jamaica
• Teach graduate courses: \n\n-Financial Markets and Institutions\nProvides an understanding of financial markets and financial institutions that operate within the financial markets. Attention is focused primarily on the structure and role of the financial system
interest rates
securities markets
derivative securities markets
government influence on financial markets
commercial banking and non-bank financial institutions.\n\n-International Financial Management\nStudents will learn the nature and purposes of the international financial environment. They will gain knowledge and skills in international flow of funds
exchange rate dynamics
and long and short-term asset and liability management
hedge funds
options
swaps
futures
and multicurrency cash management and trading activities.\n\n-Investment and Portfolio Management\nAllows the student to survey various investment management techniques. The goal of the survey is to familiarize the student with the entire investment process. That is
time preferences
risk
reward and diversification. Students will study specific
systematic and other factors affecting securities market prices. In addition
the role and function of the capital markets in advanced and developing countries will be examined.\n\n-Applied Financial Management\nProvides for an integration of finance in the management of organisations. Emphasis is placed on the essential concepts in finance
the long -term and short -term decision -making
in particular as they relate to small businesses; managerial analysis
cash flows and the creation of value
risk and returns
legal regulatory and ethical constraints; use of financial theory in reviewing real world problems; and the application of advanced topics in financial management.\n\n• Teach undergraduate courses: \n\n-Investment Analysis\n-Financial Management Principles\n-Cost Accounting\n-Business Communication \n-Auditing\n-Labour Economics\n-Strategic Compensation\n
Adjunct Faculty & Online Faculty
Northern Caribbean University
Saskatchewan
Canada
Teach the following courses in the Edward School of Business:\n\n • Introduction to Corporate Finance\nAn introduction to the principles of securities regulation in Canada. The course provides an overview of the regulatory system including registration and prospectus requirements (and exceptions thereto)
continuous disclosure
insider trading and reporting
and control transactions. Special emphasis is given to the regulatory aspects of advising a public company
including corporate finance
disclosure and governance matters.\n\n • Intermediate Corporate Finance\nDeals with analytical techniques and theory of corporate finance. Covers investment and financing decisions including leasing
take-overs
corporate failures and reorganizations as well as other intermediate-level topics in the area of corporate finance. The concept of financial mobility is also emphasized.\n\n • Risk and Insurance\nDeals with the concepts of risk
risk measurement and treatment
various kinds of insurance including life
health and social security insurance; property and liability insurance; insurance institutions and contracts regulation. Other topics include theft insurance; surety bonds
re-insurance
insurance and inflation and business risk management.\n\n • Entrepreneurial Finance & Venture Capital\nAnalyze the characteristics
unique features
and valuation methods associated with the various financing arrangements for start-up
growing and mature small firms. Topics include borrowing from banks
private debt and equity placements
venture capital financing
initial public offerings (IPO) and seasoned debt and equity offerings. In addition
the course investigates the implications of various financing arrangements for corporate control.
Adjunct Faculty
University of Saskatchewan
Doctor of Philosophy (Ph.D.)
Finance
General
Walden University
Mico Teacher's College (now Mico University College)
Diploma
Secondary Education and Teaching
Northern Caribbean University
Master of Business Administration (MBA)
The University of the West Indies
Mona
Bachelor of Science (BSc)
Accounts and Management
Associate of the Institute of Canadian Bankers
Toronto\t
Associate degree
Banking
Marcus Evans Professional Training
Perfecting Your Management Skills
Institute of Management and Production
Public Speaking
Impression Management Professionals
The Outcome Focus Approach
American Management Association
Supervisory Management Skills Certification
The MEC is an outreach arm of NCU and targets micro
small
and medium sized business concerns to offer business training critical to increasing the likelihood of reaping success in business undertakings. Training is also offered to persons who are interested in operating a business. The clientele served by the MEC also includes current students of NCU. The MEC trains its entrepreneurs in techniques in writing business plans and proposals
marketing methods
strategies in launching businesses
and strategies for growing businesses.
Morris Entrepreneurial Centre: Northern Caribbean University
Corporate Finance
Training & Development
Risk Management
Strategic Management
Finance
Strategic Thinking
Equities
Strategic Human Resources Leadership
Educational Leadership
Banking
Financial Analysis
Student-Centered Learning
Strategic Data Analysis
Portfolio Management
Fixed Income
Investment Banking Management
Financial Modeling
Customer Experience Management
Capital Markets
Investments
•\tEffects of Social and Economic Variables on Jamaica’s Credit Rating (2007)\n•\tJMMB’s Application of Financial Theories to Enhance its Competitiveness on the\n•\tInternational Market (2006)\n•\tAn Analysis: Theories of Investment and International Finance in the Global Economy (2006)\n•\tHow Has Jamaica Feared in its Human Development Progress? (2005)\n•\tAnalysis of the Morality Theory of Lawrence Kohlberg (2005)\n•\tComparative Analysis of Human Development Theories (2005)
Whittaker
Grant
Jamaica Money Market Brokers Limited
Northern Caribbean University
Mandeville
Jamaica
Bank Manager 2006 -2012\n\n•\tGrew branch portfolio of over $8B Jamaican (~$86 Million in 2012 US dollars) with exponential growth in revenues and profitability.\n\n•\tExpertly managed interest rate spread within the guidelines provided by the Executive Team
contributing to increased profitability while creating customer wealth.\n\n•\tManaged delinquent credit accounts; worked with clients to create an affordable payment schedule to bring their accounts out of delinquency- achieved a 90% success rate.\n\n•\tManaged the foreign exchange conversion transactions by consistently doing daily market surveys and setting local competitive rates that increased volume and increased profit. \n\n•\tRated the #1 branch for maintaining foreign exchange spreads and volume.\n\n•\tLed the branch team who consistently received high performance recognition.\n\n•\tParticipated in the company’s strategic development and drive the branch’s strategic mandate.\n\n•\tManaged all aspects of branch operations.\n\n•\tPrepared branch annual budget and forecasts
prepared monthly
quarterly and yearly reports; performed cost-benefit analyses.\n\n•\tAnalyzed
prepared
and presented management reports of key performance indicators including variance analysis
proposed recommendations
and implemented the appropriate strategies to achieve results.\n\n•\tProvided financial services to clients /client portfolio management.\n\n•\tEstablished key partnerships with external parties including businesses
government agencies and clients to achieve branch growth
profitability
and expansion.\n\n•\tWorked collaboratively with individuals from across the company in a confidential manner.\n\n•\tMember of various committees within the company such as policy development
growth and expansion
investments
credit
product/service development
change management
job evaluation
training
etc.\n\n•\tConducted training for Express Transaction Officers
Client Relations Officers
Foreign Exchange Officers
Portfolio Advisors/Managers and other team members.
Branch Manager
Jamaica Money Market Brokers Limited
Saskatchewan
Canada
•\tProvide strategic management of all business college resources to ensure high levels of student satisfaction and learning
academic advancement
teaching excellence
new programs offerings
growth
profitability
and complete adherence to regulatory requirements. Establish key performance indicators for teaching
enrollment
and graduation rates.\n\n•\tManage the finance
admissions
registrar
student services
and administration departments. Give oversight for facilities management in the absence of directors/owners. Manage all profit centers. \n\n•\tPrepare financial and management reports
variance reports
analysis
recommendations
implement strategies to meet targets
and prepare regulatory reports to governing bodies as scheduled.\n\n•\tDevelop procedures
processes
campus activities
and programs that embodies diversity and inclusiveness. Direct institution wide academic initiatives including curricula
programming
teaching
training
and evaluation
including faculty training
recruitment and assessment.\n\n•\tLead compliance
regulatory and risk management programs in accordance to federal and provincial laws
college policies
and accreditation bodies.\n\n•\tOversee all aspects of the international student division including
recruitment
immigration
logistics
orientation
acculturation
and graduation.\n\n•\tManage the coaching process with faculty and staff.\n\n • Develop and maintain key relationships with external stakeholders in advancing the mission of the college.\n\n•\tEstablish new markets for delivery of accredited and credentialed programs through partnerships with the broader academic and business community.\n\n•\tLead the integration of Learning Management Systems
advanced instructional technology
and methodologies throughout the college. Develop programs and classes that are flexible and meet the different needs of learners through online
hybrid
and blended formats.\n
Principal/Provost
Saskatoon Business College