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David Roberts is a seasoned finance professional with extensive experience in accounting, financial analysis, and auditing. He holds certifications from the Institute of Management Accountants (CMA) and the Institute of Cost Accountants of India (FCMA). With a Master's degree in Accounting and Finance from the University of Madras, he has worked in various roles, including Financial Controller, Plant Controller, and CFO/Controller, in companies such as Medical Device Depot, Inc., Spire Integrated Solutions, Canamex Group of Companies, and Shuttle Freight Logistics Inc.

Credentials

  • CMA
    IMA | Institute of Management Accountants
    May, 2011
    - Apr, 2026
  • M.Com
    University of Madras
    Jul, 1992
    - Apr, 2026
  • FCMA
    Institute of Cost Accountants of India
    Jun, 1992
    - Apr, 2026
  • B.Com
    University of Madras
    Jul, 1988
    - Apr, 2026

Experience

  • Medical Device Depot, Inc.
    • Mississauga, Ontario, Canada
    • Financial Controller
      • Feb 2024 - Present
      • Mississauga, Ontario, Canada

  • Spire Integrated Solutions
    • Mississauga, Ontario, Canada
    • Plant Controller - Lynx Product Group
      • Oct 2022 - Present
      • Mississauga, Ontario, Canada

      • Complete financial analysis - Costing, Budget, Income statement, Balance Sheet & Cash flow • Job costing Analysis for Equipment and Assembled Parts Upgrade• Forecasting Analysis, Sales Commission, Credit Card Approval Maintenance• Preparing Cash flow and Distribute funds, Authorizing ACH, and Checks• Audit financials and schedules for external auditors• Successfully completed 401K Audit, NYSIF Audit, Workmen compensation Audit, 401K Settlement, PPP forgiveness loan and filed US Sales Tax Returns• Implemented Inventory system for Parts in QuickBooks

  • Canamex Group of Companies
    • Brampton, Ontario, Canada
    • Manager Accounts
      • Nov 2021 - Oct 2022
      • Brampton, Ontario, Canada

      Prepared Financial Budget for Cost and Profit Centre with different operational scenarios.Implemented EDI invoicing for FedEx and reconciled AR for Collections.Worked with Canadian Tire for Online Billing and Collections Recreated Depreciation table for monthly journal and Yearend Fixed Assets Schedule. Created spreadsheet for AP Invoices - Payroll Owner/Operator to import Sage-Accpac.Verified and approved AP and AR Billing at Fleet Trans-plus software before import to AccountingInterface AP & AR from Ufos to QuickBooks. Maintaining Lease Accounts for Owner/Operator & payment schedule.Supervised AP & AR and Prepared Audit Schedule for Yearend Account Closing.

    • CFO / Controller
      • Mar 2006 - Nov 2021
      • Mississauga ON

      • Finalization of financial statements • Monitored daily cash flows, approved payments, and follow up collections. • Filing GST, WSIB, EHT Returns & CRA Reports.• Administering Staff Payroll, Group Benefits.• GL interface, reconciling Ledgers, consolidation statement for Group companies.

    • Senior Accountant
      • Aug 2004 - Nov 2005
      • Kuwait

      • Approved Payables to foreign suppliers bills, Advertisement bills, Customs duty Payments• Finalized cost sheets for all line of items – Toyota and Lexus vehicle, Parts, Tires, Oil, and paints.• Reviewed foreign exchange deals transactions and prepared FX gain or loss daily basis

    • Senior Accountant
      • Jan 1999 - Aug 2004
      • Kuwait

      • Finalized consolidated financials monthly for H.O. and branches - Lebanon & Cyprus.• Implemented schedule of fixed assets, consolidation of complete budget, forecast, and trend analysis• Prepared MIS presentation reports – BEP, Margin of Safety, SWOT, Cost reductions reports• Done product costing for La-Notre bakery products and tender costing for large catering contracts such as Ministry of Health, Ministry of interiors, Ministry of Education, and National Guard.

    • Internal Auditor
      • Oct 1998 - Jan 1999
      • Chennai Area, India

      • Conducted internal audit for associated education institutions• Assisting software installation

  • T.M.Jeyachandran & Co,
    • Chennai Area, India
    • Senior Accounts Officer
      • Jan 1995 - Jul 1998
      • Chennai Area, India

      • Conducted revenue and expenditure audit for Government transportation company • Audited private companies, listed companies, partnerships, and individual business • Prepared financial statement and dealt with partnership firm registration, renewal & dissolution

  • St.Anne Social Service
    • Perungalathur Chennai Area
    • Field Officer
      • Sep 1994 - Nov 1994
      • Perungalathur Chennai Area

      Visiting Villages and arrange social awareness activities Encouraging and assisting kids to Study

Education

  • IMA | Institute of Management Accountants
    Certified Management Accountant
  • Institute of Cost Accountants of India
    ACMA, Cost Accoutancy
  • 1992 - 1994
    University of Madras
    Master's degree, Accounting and Finance

Suggested Services

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Industry Focus. “Medical Equipment Manufacturing”

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