Chief Financial Officer

• Feb 2021 - Present

Consultant

• Jul 2012 - Jan 2020

Provide comprehensive financial services to individuals and families including;-Tax Planning-Risk Management -Investment Planning-Estate PlanningMy role as a financial planner is to analyze, advise and solve financial problems. Provide comprehensive financial services to individuals and families including;-Tax Planning-Risk Management -Investment Planning-Estate PlanningMy role as a financial planner is to analyze, advise and solve financial problems.

Manager - Financial Shared Services, Risk Reporting

• Feb 2011 - Sep 2011

Managed the execution of timely, accurate, and efficient delivery of financial reports in support of month and quarter end risk reporting processesProvided managerial leadership to employees including assigning tasks, holding team meetings, setting context, mentoring and coaching Managed the execution of timely, accurate, and efficient delivery of financial reports in support of month and quarter end risk reporting processesProvided managerial leadership to employees including assigning tasks, holding team meetings, setting context, mentoring and coaching

Vice President

• Apr 2003 - Sep 2009

Managed fiscal reporting, including coordination and preparation of Canadian GAAP financial statements and various internal management reports Reported directly to the Board of Directors, presenting quarterly financial reviews as well as making fiscal recommendations that assisted with corporate decision makingWorked closely with external professional service staff coordinating the company's year-end audit and actuarial opinionDeveloped detailed fiscal budgeting and analytical review for future business planningAssisted with dispute resolution and settlement through coordination with external legal counsel

Account Executive

• Dec 2000 - Apr 2003

Prepared financial statements in accordance with U.S. and Canadian Generally Accepted Accounting principalsProduced quarterly and year-end financial statements for captive insurance companies successfully working within a tight deadline environmentSupervised and reviewed the work of team members Prepared financial statements in accordance with U.S. and Canadian Generally Accepted Accounting principalsProduced quarterly and year-end financial statements for captive insurance companies successfully working within a tight deadline environmentSupervised and reviewed the work of team members

Chartered Accountant

• Jan 1997 - Sep 2000

Provided accounting assistance and advice to clients in areas including corporate taxes, financial statement presentation and emerging issues as they relate to financial reportingReviewed client investments and related tax issuesResponsible for the planning, execution and completion of audit and accounting engagementsIdentified, documented and tested internal controls Provided accounting assistance and advice to clients in areas including corporate taxes, financial statement presentation and emerging issues as they relate to financial reportingReviewed client investments and related tax issuesResponsible for the planning, execution and completion of audit and accounting engagementsIdentified, documented and tested internal controls