SIMON SHAW, CA
simonshawca@gmail.com • p. 250-448-4813 • c. 250-859-2432
SENIOR ACCOUNTING TECHNOLOGY LEADER
ERP IMPLEMENTATIONS • TECHNICAL ACCOUNTING SPECIALIST
Technical accounting visionary successfully leveraging technology to provide efficient and extremely effective results. Broad technical and strategic background, skilled at working with corporate leaders and staff to introduce new technology, and translate complex business requirements into robust cost-effective solutions. Exceptional ability to communicate complex technical and accounting information to business and non-technical audiences.
| ERP Implementation | Internal & External Audit | Sarbanse/Oxley Experience |
| Public Company Experience | Technical Process Improvement | Staff Management/ Team Leadership |
| Business Analysis & Strategic Planning | Data Mining | Start-Up and Early-Stage Ventures |
PROFESSIONAL EXPERIENCE
Largest heating oil supply and delivery company in the US. Delivers over $1.3B of heating oil, natural gas, kerosene and propane to homes and businesses throughout the North East. 5,000 employees.
ERP System Specialist, Excel solutions development
Hired with full responsibility to implement the ERP system. Design Excel based software solutions for operational and accounting staff.
Continuously improves process, performance and productivity:
- Successfully implemented the ERP system on time and on budget. Training 120 users.
- Integrated the ERP system with operation systems including payroll, sales systems and inventory.
- Built Oil & Gas inventory software for tracking $450M of inventory for 2,500 delivery trucks and 300 tanks.
- Successfully passed Sarbanes/Oxley audits for a high risk company directly in the sights of the SOX legislation.
- Built an Excel based tool for tracking heating and air conditioning installations with commission calculations and another Excel second inventory tool for over 800 service vans.
ERP VAR, selling, implementing and supporting Sage Accpac ERP.
Co-Founder & Principal Consultant
Started and financed VAR.
- Implemented complete ERP systems. Successfully implemented job costing solutions enabling clients to ensure job profitability across all projects. Automated multiple data exporting/importing projects for clients.
- Built custom Excel and Crystal reporting packages for company owners and management.
ERP software development company.
ERP Implementation Consultant
- Promoted to implement Multiview Financial Software for key clients. Clients included leasing, healthcare, fine arts, shipping, oil & gas and health clubs.
- Implemented solutions for Billion-dollar international public companies, the largest in the world in their industry.
- Managed ERP software integration for corporate acquisitions including: Ultramar and Trans America.
- Automated a multi-currency consolidation process across 20 subsidiary companies in 13 currencies for reporting to the NYSE.
- Wrote exporting/importing programs to load client’s historical data into Multiview.
Public accounting firm specializing in audit and tax services.
Chartered Accountant, Senior Auditor
Specialized in EDP audits
- Quickly promoted to Senior EDP Auditor due to experience with technology and data mining.
- Taught CaseWare and IDEA audit software to new recruits.
- Specialized in high risk, public company, credit union, oil & gas, and government audits.
EDUCATION
| Bachelor of Commerce, Carleton University | Chartered Accountant |
| Certified Sage Consultant/Developer | Microsoft Certified Partner |
VOLUNTEER
Rotary Club of Kelowna, Junior Achievement, Kelowna Summer Theater Group, Okanagan Sun Football, Kelowna Canstruction, Junior Chamber of Commerce, Canadian Tulip Festival, Student Council.