Experience

CFO Group Inc.

• Canada
• Business Consulting and Services
• 1 - 100 Employee

• Managing Director and Fractional CFO

  • Nov 2018 - Present

  Contract and Project CFO providing flexible offerings based on contract positions, ad hoc projects, request for proposal support, or crisis management. Offering short or long-term services on contract to assist in business strategy, cash flow management, and financial oversight. Contract and Project CFO providing flexible offerings based on contract positions, ad hoc projects, request for proposal support, or crisis management. Offering short or long-term services on contract to assist in business strategy, cash flow management, and financial oversight.



Sunco Communication and Installation Ltd

• Chief Financial Officer

  • Dec 2018 - Aug 2023

  As a member of the Leadership Team, the CFO is accountable for the administrative and financial operations of the company. The role is also responsible for the administration of selected third-party vendors and/or contractors. This includes the development of a financial strategy, metrics to reflect that strategy, and the development and monitoring of control systems designed to accurately report financial results. As a member of the Leadership Team, the CFO is accountable for the administrative and financial operations of the company. The role is also responsible for the administration of selected third-party vendors and/or contractors. This includes the development of a financial strategy, metrics to reflect that strategy, and the development and monitoring of control systems designed to accurately report financial results.



Bridge to Homeownership Investments Ltd.

• Vice President Operations

  • Jan 2017 - Dec 2018

  Provide overall direction, leadership, on-going training and coaching to a diverse team of associates on portfolio management, short term secured lending, and corporate finance activities. Develop corporate priorities and business segment strategies, and provide monthly key indicator reporting for multiple subsidiaries. Ensure compliance with legislation, underwriting criteria, covenants; including creation and on-going development of policies and procedures to ensure corporate… Show more Provide overall direction, leadership, on-going training and coaching to a diverse team of associates on portfolio management, short term secured lending, and corporate finance activities. Develop corporate priorities and business segment strategies, and provide monthly key indicator reporting for multiple subsidiaries. Ensure compliance with legislation, underwriting criteria, covenants; including creation and on-going development of policies and procedures to ensure corporate compliance. Show less Provide overall direction, leadership, on-going training and coaching to a diverse team of associates on portfolio management, short term secured lending, and corporate finance activities. Develop corporate priorities and business segment strategies, and provide monthly key indicator reporting for multiple subsidiaries. Ensure compliance with legislation, underwriting criteria, covenants; including creation and on-going development of policies and procedures to ensure corporate… Show more Provide overall direction, leadership, on-going training and coaching to a diverse team of associates on portfolio management, short term secured lending, and corporate finance activities. Develop corporate priorities and business segment strategies, and provide monthly key indicator reporting for multiple subsidiaries. Ensure compliance with legislation, underwriting criteria, covenants; including creation and on-going development of policies and procedures to ensure corporate compliance. Show less



Prospect Financial Europe ehf

• United Kingdom
• Financial Services

• Vice President Operations

  • Aug 2015 - Dec 2016

  Responsible for start-up operations for repeatable and scalable business models in the finance sector. Develop company, subsiduaries, and operationalize all aspects of business strategy. Responsible for start-up operations for repeatable and scalable business models in the finance sector. Develop company, subsiduaries, and operationalize all aspects of business strategy.



Cash Store Financial

• Financial Services
• 1 - 100 Employee

• General Manager, Insurance and Banking

  • Jun 2013 - Jun 2014

  Coordinate product costing and strategy. Preparation, implementation, and monitoring corporate products including insurance, banking and credit products. Develop key indicators and performance measurement analysis, including communication to executive levels, while training and mentoring staff and peers. Liase with 3rd party providers of insurance, banking, and regulatory bodies.

• Vice President of Risk Management

  • Mar 2009 - Jun 2013

  Member of Strategic Execution Team (SET) with significant involvement in coordinating and consolidating overall business plan, implementation of strategic imperatives and ongoing monitoring and communication. Preparation of Chief Operating Officer report to the Board. Analysis and reporting on credit portfolio risk and operational risk; including development of Asset and Liability Management (ALM) policies. Risk management duties: including risk assessment, heat mapping, Canadian… Show more Member of Strategic Execution Team (SET) with significant involvement in coordinating and consolidating overall business plan, implementation of strategic imperatives and ongoing monitoring and communication. Preparation of Chief Operating Officer report to the Board. Analysis and reporting on credit portfolio risk and operational risk; including development of Asset and Liability Management (ALM) policies. Risk management duties: including risk assessment, heat mapping, Canadian Sarbanes-Oxley (CSOX) implementation and control review.

• Controller - Brokerage Division

  • Mar 2007 - Mar 2009

  Responsible for providing sound recommendations in support of the management of fiscal resources for the portfolio. Development of budgeting and financial reporting for the portfolio; Prepare, present, and analyze annual budgets for 5 operating divisions and 410 departments. Evaluation and implementation of sound internal controls. Management of special projects to identify opportunities for improvement or the implementation of change initiatives (including payroll, accounts… Show more Responsible for providing sound recommendations in support of the management of fiscal resources for the portfolio. Development of budgeting and financial reporting for the portfolio; Prepare, present, and analyze annual budgets for 5 operating divisions and 410 departments. Evaluation and implementation of sound internal controls. Management of special projects to identify opportunities for improvement or the implementation of change initiatives (including payroll, accounts receivable/payable and other accounting functions).



SIRVA Worldwide Relocation & Moving

• United States
• Leasing Real Estate
• 100 - 200 Employee

• Senior Financial Analyst

  • Nov 2005 - Mar 2007

  Prepare and analyze management reports and statistics for executive review of operating performance; including cost/benefit analysis, budget variance reporting, and various key indicator reports. Prepare and analyze management reports and statistics for executive review of operating performance; including cost/benefit analysis, budget variance reporting, and various key indicator reports.



North American Construction Group

• Mining
• 700 & Above Employee

• Senior Financial Accountant

  • Jul 2004 - Oct 2005

  Assist in Financial Statement preparation during period of restatement and bond issuance. Assist in Financial Statement preparation during period of restatement and bond issuance.