Professional Summary

Professional Overview

James Morin is an accomplished Chief Financial Officer with extensive expertise in financial management, strategic planning, and business development. He brings over 20 years of experience working across a diverse range of industries, including financial services, agriculture, and consumer products.

Experience Summary

Current Roles

Chief Financial Officer, DAL Identity (2024-04-01 to Present)

• Provides strategic financial leadership and oversight for a rapidly growing identity management solutions provider

• Responsible for all aspects of financial operations, including budgeting, forecasting, cash flow management, and reporting

• Plays a key role in driving the company's growth and expansion initiatives, including mergers and acquisitions

Strategic Advisor and JV Partner, Ascent Nutrition (2021-06-01 to Present)

• Serves as a strategic advisor and joint venture partner for a leading sports nutrition supplement company

• Provides expertise in financial modeling, operational optimization, and strategic decision-making

• Instrumental in developing and executing the company's growth strategy, including new product launches and international expansion

Owner, Kipling Ridge Farms (2012-12-01 to Present)

• Owns and manages a diversified family-owned farm operation, specializing in crop production and livestock management

• Oversees all aspects of the farm's financial management, including budgeting, risk management, and profitability optimization

Career Progression

Commercial Markets Manager, Wyth Financial (2020-11-01 to 2022-01-01)

• Managed a portfolio of commercial banking clients, providing financial solutions and strategic advisory services

• Contributed to the development and implementation of the bank's commercial growth strategy

Commercial Account Manager, Northern Credit Union (2020-02-01 to 2020-11-01)

• Served as a commercial account manager, responsible for building and maintaining relationships with business clients

• Provided financial analysis, loan structuring, and strategic planning support to commercial customers

Commercial Account Manager (Agriculture - Commercial), Caisse Alliance (2016-06-01 to 2018-03-01)

• Specialized in serving the financial needs of agricultural and commercial clients

• Developed customized financial solutions and supported the growth and profitability of client businesses

Managing Director, Hyland Capital, Inc. (2007-03-01 to 2016-04-01)

• Managed a boutique investment firm, providing financial advisory services and investment management to high-net-worth individuals and small businesses

• Drove the firm's strategic direction, client acquisition, and portfolio optimization initiatives

Academic Background

• Bachelor of Commerce, University of Toronto (2004)

• Certified Public Accountant (CPA), Chartered Professional Accountants of Ontario (2007)

Areas of Expertise

• Financial management and strategic planning

• Mergers, acquisitions, and joint ventures

• Risk management and compliance

• Performance optimization and operational efficiency

• Agribusiness and farm management

Professional Impact

• Instrumental in securing over $50 million in funding for client companies through strategic financing and capital raising initiatives

• Implemented innovative financial strategies that improved the profitability and cash flow of Kipling Ridge Farms by 25% over a 3-year period

• Served as a trusted advisor to numerous entrepreneurs and business leaders, helping them navigate complex financial and operational challenges

Conclusion

With his diverse professional background, deep financial expertise, and proven track record of driving business growth, James Morin is positioned to make a significant impact as a strategic and visionary Chief Financial Officer. He is committed to leveraging his skills and experience to help organizations achieve their financial and operational objectives, while continuously exploring new opportunities for innovation and expansion.