Marcia Whittaker

 Marcia Whittaker

Marcia Whittaker

  • Courses3
  • Reviews7

Biography

University of Saskatchewan - Finance


Resume

  • 2015

    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

  • 2012

    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

  • 2007

    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

  • 2005

    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

  • 1999

    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

COMM 364

2.3(2)