Functional Skills
Risk Management
Accounting
Communications
Financial Management
Change Management / Org Design
Leadership Development
Real World Data (RWD) Strategy
Forecasting / Projections
Accounting Software Implementation
Operations Management
Software Skills
Quickbooks
Netsuite
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Financial Services
Industrials
Life Sciences & Pharma
Real Estate
Fortune 500
Experience
Manning Lee Management Ltd.
Finance
President
11/2017 - Present
Provide CFO services to start-ups and publicly listed companies with experience in a wide range of industries. Oversee Canadian public company operations for multi-jurisdiction issuers. Provide stewardship and guidance on IPO and RTO transactions in addition to overseeing all finance, accounting, regulatory, and public company reporting functions. Successfully taken multiple companies public on Canadian stock exchanges.
AP Capital
Finance
Financial Controller
11/2016 - 11/2017
Financial Controller for a private real estate investment firm that operates two funds, a mortgage investment corporation and a multi-site real estate investment trust, with combined assets under management of $140 million in Canada and the US. Responsible for overseeing all finance and accounting functions of both funds and associated management companies including the creation of budgets, forecasts, liaising with auditors and lenders.
Raymond James Financial
Operations
Manager - Operations
12/2014 - 11/2016
Manager of Operations for Canada's largest independent investment dealer with revenues in excess of $300 million and assets under administration in excess of $33 billion. Provided overall leadership and business direction to two teams of 40 associates. Oversaw the execution and facilitation of transactions in a high volume and fast paced environment for over $10 billion in registered plan assets for Canadian operations.
SMYTHE LLP
Accounting
Manager
1/2007 - 12/2014
Managed audit engagements and provided consulting services for thirty public company clients with annual billings and collections of over $700k as well as managing the day-to-day business activities for a Chartered Professional Accounting firm with 120 employees and annual revenues of $16MM.