Mitch Max

Executive Director @ Lionpoint Group

About Mitch Max

Mitch Max serves as the Executive Director at Lionpoint Group, where he has worked since 2022, following a previous role as Associate Director. He also holds a position as a Sessional Lecturer at the University of Toronto's Rotman School of Management and has extensive experience in finance and operations.

Work at Lionpoint Group

Mitch Max serves as the Executive Director at Lionpoint Group, a position he has held since 2022. He previously worked as an Associate Director at the same organization from 2019 to 2022. In his current role, he leads the Enterprise Performance Management (EPM) team in North America for a global Anaplan partner. His responsibilities include designing and implementing innovative solutions focused on profitability and activity-based costing.

Education and Expertise

Mitch Max holds a Bachelor of Commerce (B.Com.) degree in Accounting and Finance from the University of Toronto, which he completed from 1978 to 1982. He also achieved the Chartered Accountant (CA) designation from the Institute of Chartered Accountants of Ontario between 1982 and 1984. Additionally, he is a Certified Solutions Architect in Anaplan and a Master Anaplanner, specializing in finance and operations use cases.

Background

Mitch Max has extensive experience in financial management and consulting. He began his career at Royal Trust Corporation, where he worked as Manager of Budgets and Accounting Automation from 1985 to 1990. He later joined Price Waterhouse Management Consultants as Manager of Financial Services Consulting from 1990 to 1994. He has also been involved with the Association for Financial Professionals as an FP&A Advisory Board Member from 2018 to 2020.

Teaching Role at University of Toronto

Since 2019, Mitch Max has been a Sessional Lecturer at the Rotman School of Management at the University of Toronto. In this role, he shares his expertise in finance and operations with students, contributing to their academic development and understanding of the industry.

Industry Engagement and Speaking

Mitch Max actively participates in industry discussions and events. He has spoken on topics such as connected planning in financial services and the importance of agile finance organizations. He has also participated in panels with notable organizations, including Blackstone and Anaplan, and is quoted on implementing processes and tools for exceptional client experiences.

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