Selected examples of outcomes and deliverables organizations hire McKerrall CPA to produce.
Trusted by
Colleges Ontario
St. Lawrence College
Region of Waterloo
Selected organizations. References available upon request.
Colleges Ontario
Funding model review to support long-term sustainability.
Situation: Ontario colleges face ongoing financial pressure and changing policy realities, creating a need for a government-driven review of funding mechanics and sustainability.
What McKerrall Strategy Did:
- Prepared background materials and analysis for College Presidents that identified the funding gap.
- Supported the formation of a sector technical working group and liaised with Ministry staff to build understanding of college operations and challenges.
- Developed funding recommendations with supporting rationale and worked with College Presidents and technical working group to achieve consensus.
- Lead author on Funding Model Review written submission to Ministry of Colleges, Universities and Research Excellence.
- Supported development of Colleges Ontario Pre-Budget submission.
St. Lawrence College
Interim CFO leadership
Situation: A major revenue decline driven by policy changes combined with organizational staffing changes and gaps required rapid operational response, tighter controls, and sustained finance leadership through change.
What McKerrall Strategy Did:
- Served as interim Chief Financial Officer and Vice-President Finance, Risk, and Procurement for just under 2 years, leading team of approximately 20 staff and $200 million operating budget.
- Led provincially mandated efficiency review, collaborating closely with external consultants to assess long-term financial health and craft recommendations to close the gap.
- Provided analysis and support to determine scope and timing of cost reductions, including program suspensions and staffing layoffs.
- Strategic analysis support including 5-year financial forecasts and scenario modelling, long term cash flow forecasting, and financing for strategic investments.
- Executive and Board reports and presentations building awareness and transparency of financial challenges.
Region of Waterloo
Budget systems review and modernization roadmap
Situation: Region sought assistance with identifying gaps and opportunities for their budget systems and creation of a roadmap to improve budget processes and information.
What McKerrall Strategy Did:
- Led a current state assessment consisting of interviews with internal stakeholders, external stakeholders and budget systems vendors.
- Developed a phase 1 report that summarized a list of gaps and opportunities and prioritized based on impact and effort.
- Performed budget software systems research, comparing capabilities and suitability for the region’s needs.
- Developed a roadmap with several pathway options for the region to consider.
- Created specific recommendations to address process gaps.
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