About
Michael Plauntz is a mentor focused on finance.
Experience
- Fractional Financial Management and AccountingBusiness Ownercurrent2019 — presentWaterloo, Ontario
- Boundless AcceleratorIndustry Specialist - Financecurrent2019 — present
- Waterloo, ONChartered Professional Accountant (CPA, CA) - Finance Professional/Controllercurrent2018 — present
- Sun Life FinancialDirector, Expense Management, Canadian Operations2016 — 2018
- Sun Life FinancialDirector, Expense Management, Client Solutions2013 — 2016Waterloo, ON
- Sun Life FinancialManager, Finance Initiatives, Client Solutions2012 — 2013Waterloo, ON
- Sun Life FinancialSenior Financial Analyst, Individual Wealth Management2010 — 2012
- Manulife FinancialManager, Expense Management & Reporting, Individual Insurance2009 — 2010
- Manulife FinancialManager, Financial Reporting, Individual Insurance2007 — 2009
- Manulife FinancialSenior Financial Analyst, Individual Insurance2005 — 2007
- Manulife FinancialSenior Financial Analyst, Group Savings and Retirement Solutions2004 — 2005
- Bonnie Togs LimitedController1994 — 2004
- Peat Marwick ThorneSenior Staff Accountant1988 — 1992
Education
- Chartered Professional Accountants of Canada (CPA Canada)CPA, CA
- University of WaterlooMasters of Accounting
- University of WaterlooBachelor of Arts (Honours Chartered, Accountancy Studies)
Skills & more
Financial Analysis4Financial Reporting4Finance4Forecasting2Budgeting1Financial Modeling1Accounting2Business Planning2Business Process Improvement1Managerial Finance1Business Analysis1Financial Statements1
+12 more
Business StrategyCash FlowGeneral LedgerFinancial ServicesInventory ManagementChange ManagementEssbaseInternal ControlsAnalysisStrategic PlanningLeadershipPeople Management- QuickBooks Online Advanced Certification — Intuit
- The Founders Journey An Entrepreneurial Process — Morrissette Entrepreneurship
- QuickBooks Online Advanced Certification — Intuit
- QuickBooks Online Advanced Certification — Intuit QuickBooks
- Excel Data Analysis: Forecasting — LinkedIn
- Excel: Financial Functions in Depth — LinkedIn
- Marketing on LinkedIn — LinkedIn
- Introduction to Content Marketing — LinkedIn
- QuickBooks Certification — Quickbooks Software
- Jodi Glickman on Pitching Yourself — LinkedIn
From Michael's professional profile.
Colleagues at Roseview Global Incubator
Bill Scott
Market Analysis & Product Development at Roseview Global Incubator
Brenda Hagarty
Administrator at Roseview Global Incubator
Britt Bowra
Investor at Roseview Global Incubator
Chantal McIntyre
Organizational Behaviour at Roseview Global Incubator
Don Thompson
Product Development at Roseview Global Incubator
Glenn Smith
Go-to-market at Roseview Global Incubator
Harry Dearden
Client Liaison/Business Analyst at Roseview Global Incubator
Jessica Perez
Client Liaison at Roseview Global Incubator
Frequently asked questions
- Where does Michael Plauntz work?
- Michael Plauntz is Mentor - Finance at Roseview Global Incubator.
Same school
Also attended Chartered Professional Accountants of Canada (CPA Canada)46
Lori EllAdvisor at Tall Grass VenturesLouisa LiuChief Financial Officer at ArcTern VenturesAlejandro MarinVice President, Finance at Panache VenturesZoya ShchupakVenture Partner at TPY CapitalAkshit PuriAssistant Controller at Vistara GrowthEnio LazzerCOO and CFO at Espresso Capital
+ 40 more
Also attended University of Waterloo343
Chamath PalihapitiyaFounder & CEO of Social Capital; CEO of 8090; All-In co-hostKarim GillaniGeneral Partner at Luge CapitalRohan MongaInvestment Associate at Luge CapitalAndrew MiklasGeneral Partner at Y CombinatorAniTalent Team at Hummingbird VenturesAlex KolicichInvestment Team at 8VC
+ 337 more
Shared employers
Also worked at Sun Life Financial12
Luke CurranSenior Analyst at Naples Technology VenturesZack EllisonFounder, Managing General Partner, & Chief Investment Officer at Applied Real Intelligence (A.R.I.)Rekha SampathInvestor at Walnut Venture AssociatesAmy PollardSenior Investment Associate at InBC Investment Corp.Sean BallardBoard of Directors at Angel One Investor NetworkRashmi BhambhaniMarketing & Communications at Roseview Global Incubator
+ 6 more
Also worked at Manulife Financial14
Adrian MendozaGeneral Partner / Founder at Mendoza VenturesMarcel RéthoréDirector at Espresso CapitalBlake BonhamVP, Sales Eastern Ontario/Maritimes at Purpose InvestmentsAxel StueckmannAssociate at Clairvest Group IncCharles GuayMentor at Amiral VenturesSusy MartinsBoard of Directors; Founder and CEO of Advise2Rise at Waterloo Accelerator Centre
+ 8 more