Experience

Maple Virtual Solutions

• Canada
• Fundraising
• 1 - 100 Employee

• Customized Business Plan & Pro Forma Services

  • May 2020 - Present

  Most business plans submitted to other investors and lenders end up in a black hole. You might submit your documentation to other potential investors and lenders waiting weeks or months with hopes of hearing back from them, only to face disappointment. You waste time waiting, time that could be focused on getting your business to the next level. That’s why we have professional in-house business plan writers working with us to provide you with a business plan in the format that our investors and lenders actually want to read and fund. When opportunities do arise to submit your project, you get one chance to make a positive impression. We have the tools to make it happen. Show less

• Private Capital Funding Sources • US $100M+ • CRE • Cannabis • Infrastructure • Renewable Energy

  • May 2020 - Present

  As seasoned Funding Consultants, we've enjoyed working with thousands of business owners over the years. Our passion for environmental initiatives has allowed us to help companies, industry leaders, and government developers secure funding from Private Capital sources starting from $500 million US.At Maple Virtual Solutions, we're experts in all things funding, focusing on infrastructure and energy projects, especially sustainable and renewable energy. We're here to provide top-notch industry expertise to help you bring your project to life. We know dealing with multiple funding sources, shareholders, and industry professionals can be a headache, so we're here to make things easier for you!Our network of family offices, consortia, high net-worth individuals, and companies offers innovative funding solutions through hybrid debt/equity, debt-only, investment grade, and trade options. We're committed to connecting serious business owners worldwide with the Private Capital they need to achieve their goals.We have a fantastic team of expert consultants and engineering partners with over 30+ years of experience, who provide the building blocks necessary to drive economic growth and citizen well-being. Our mission is to revolutionize smart technology and green infrastructure, boost economic productivity, and create job opportunities. With our ability to also connect you with our Private Funding Sources, we can make big things happen.Once your submission package is complete through our consultative methods, we'll connect you with the perfect Private Funding Source for your unique business needs. Our services are transparent and straightforward, bringing all the pieces together to get you the funding you need. With Maple Virtual Solutions, you can be confident that you're in good hands, and we'll work tirelessly to help you achieve your funding goals. Show less



ExecHQ™ - Bring Expertise to the Table

• Principal - Fractional CFO

  • Sep 2020 - Present

  ExecHQ™, a member of the BDO Alliance, is a consulting firm headquartered in Phoenix, Arizona that provides C-Suite solutions for organizations, ranging in size from startups to Fortune 1000 companies, through its CEO Solutions Alliance™ consultants and strategic national relationships partner firms across North America. We offer fractional, interim or project-based services to clients that need a higher level of expertise or experience than they currently have or have the ability to retain on a full-time basis. We believe that every company deserves the right executive. We believe that many CEOs and/or business owners can better focus on their core responsibilities and reach maximum effectiveness when they are able to take off some of their multiple hats, delegating these areas of responsibility to trusted business advisors. Show less



Tandem Innovation Group Inc.

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

• Contract CFO/Controller

  • Apr 2020 - Oct 2021

  Tandem Innovation Group is a network of affiliated independent consultants specializing in investing and supporting high growth organizations. Originally focused on outsourced accounting, bookkeeping, and contract Controller/CFO services, Tandem's services cover the growing spectrum of on demand services required in today's GIG economy. Tandem Innovation Group is a network of affiliated independent consultants specializing in investing and supporting high growth organizations. Originally focused on outsourced accounting, bookkeeping, and contract Controller/CFO services, Tandem's services cover the growing spectrum of on demand services required in today's GIG economy.



Earth's Own Food Company

• Canada
• Food and Beverage Manufacturing
• 1 - 100 Employee

• Assistant Controller

  • Oct 2019 - Mar 2020

  - Prepared business cases for new product innovation, including a $30M product re-formulation and re-launch - Oversaw the financial management of two manufacturing facilities in Canada - Prepared accurate, efficient and compliant completion of monthly financial reporting packages including financial and variance analysis for two production facilities - Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities - Prepared daily bank reconciliations to assist business leaders with key decision making and strategic operational planning Show less



Ryders Eyewear

• Canada
• Consumer Goods
• 1 - 100 Employee

• Accounting Supervisor

  • Dec 2018 - Jul 2019

  - Improved operational efficiency of month-, quarter- and year-end finance systems by 37% through the implementation of streamlined data-management procedures. - Managed accounting operations, including journal entries, collection efforts, reconciliations and payroll processing - Prepared monthly regulatory and financial reports, including payment and account reconciliations and financial statements - Monitored a small team while handling day-to-day accounting processes and financial accuracy Show less



Nanotech Security Corp.

• Senior Accountant / IT Manager

  • Mar 2015 - Dec 2018

  - Responsible for all financial analysis for a growing Research & Development company. Increased regular analysis efficiency for all departments by 50% - Created and maintained multiple, dynamic databases in Excel to facilitate the consolidation of our multinational financial statement and payroll records in order to facilitate executive-level decision making and maximize effectiveness of operations. - Designed and created weekly, monthly and quarterly comprehensive financial reports, abstracts, and charts to present data and guide investment strategies, and performed ad-hoc analysis and reporting. - Prepared financial statements and consolidations for month-end and year-end end finances for the external auditors - Developed dynamic Excel spreadsheets and proprietary reporting systems to identify trends and develop forecasts. - Prepared monthly regulatory and financial reports, including payment and account reconciliations and financial statements - Supported monthly general ledger closing activities, including preparing journal entries and reconciliations - Prepared product line profitability and income and balance sheet statements, consolidated statements, and various other accounting statements and reports. Show less


Retail
• Broadcast Media Production and Distribution
• Customer Service Specialist

  • Nov 2014 - Jul 2015


DHX Media

• Canada
• Entertainment Providers
• 1 - 100 Employee

• A/P & Payroll Accountant (Temp)

  • Jan 2015 - Feb 2015

  - Entered hundreds of invoices daily requiring payment and disbursed amounts via check, electronic transfer or bank draft - Applied proper codes to invoices, files and receipts to keep records organized and easily searchable - Verified vendor accounts by reconciling monthly statements and related transactions - Maintained payroll information by calculating, collecting and entering data - Checked accrued hours against listed hours for leave time - Entered hundreds of invoices daily requiring payment and disbursed amounts via check, electronic transfer or bank draft - Applied proper codes to invoices, files and receipts to keep records organized and easily searchable - Verified vendor accounts by reconciling monthly statements and related transactions - Maintained payroll information by calculating, collecting and entering data - Checked accrued hours against listed hours for leave time



BDO Canada

• Canada
• Financial Services
• 700 & Above Employee

• SR&ED Consultant

  • Jun 2014 - Nov 2014

  - Consulted with client's accounting & technical staff to identify and summarize eligible expenses for costing of SR&ED projects in Microsoft Excel - Prepared and reviewed tax forms, reporting slips, and Notices of Objection - Researched and prepared SR&ED claims using CanTax, Tax Prep, and ProFile - Consulted with client's accounting & technical staff to identify and summarize eligible expenses for costing of SR&ED projects in Microsoft Excel - Prepared and reviewed tax forms, reporting slips, and Notices of Objection - Researched and prepared SR&ED claims using CanTax, Tax Prep, and ProFile



Minni Clark & Company CGAs

• Accountant (Contractor)

  • Apr 2014 - May 2014

  As part of the compilation engagements that I completed, I exported accounting information from Quickbooks and Simply Accounting, and prepared journal entries for year-end adjustments. I worked intimately with Caseware and Caseview in the preparation of the compilation engagement, as well as CanTax for submitting T2 returns. As part of the compilation engagements that I completed, I exported accounting information from Quickbooks and Simply Accounting, and prepared journal entries for year-end adjustments. I worked intimately with Caseware and Caseview in the preparation of the compilation engagement, as well as CanTax for submitting T2 returns.



Lawson & Coleman Certified General Accountants

• Staff Accountant

  • Oct 2013 - Jan 2014

  - Analyzed financial statements; determined allowable and personal expenses - Ensured client compliance with all tax and business filings (CRA and BC Online) - Created adjusting journal entries for prepaid expenses, depreciation, assets, payroll for client - Generated reports and financial statements for compilation engagements in Caseview/JazzIt - Prepared Personal and Corporate Income Taxes in ProFile; prepared GST/HST remittances - Analyzed financial statements; determined allowable and personal expenses - Ensured client compliance with all tax and business filings (CRA and BC Online) - Created adjusting journal entries for prepaid expenses, depreciation, assets, payroll for client - Generated reports and financial statements for compilation engagements in Caseview/JazzIt - Prepared Personal and Corporate Income Taxes in ProFile; prepared GST/HST remittances



Galloway Botteselle & Company

• Canada
• Accounting
• 1 - 100 Employee

• Junior Accountant

  • Jul 2012 - Oct 2012

  - Imported client accounting records from Simply Accounting, Quickbooks and Excel into Caseware - Summarized and reconciled bank and credit card statements - Analyzed financial statements; determined allowable expenses, as well as deductions available - Created adjusting journal entries for prepaid expenses, depreciation, assets, payroll for client - Generated reports and financial statements for compilation engagements in Caseview - Prepared Personal and Corporate Income Taxes in ProFile; prepared GST/HST remittances Show less



Canada Revenue Agency

• Canada
• Individual and Family Services
• 1 - 100 Employee

• Bilingual Appeals Officer (Contract)

  • May 2011 - May 2012

  - Third-party independent reviewer of objections against assessments raised by the CRA (Audit, CPP/EI, Payroll, Collections, etc.)- Summarized and reconciled bank and credit card statements using Pivot Tables, H & VLookup- Analyzed company's financial statements to ascertain the impact of changes to income or expenses to the Income Tax or GST Assessment- Researched and interpreted provisions of applicable legislation, regulations, policies & directives- As the step before Tax Court, generated extensive reports to internal and external users- Possess an in-depth knowledge of filing requirements, forms, procedures, and guidelines for government remittances of Payroll, GST/HST, Personal and Corporate Income Taxes Show less

• Bilingual Collections Officer (Contract)

  • Apr 2010 - May 2011

  - Maintained an inventory of 240 complex accounts ranging in value from $5,000 to $100,000- Analyzed financial statements, established ability-to-pay based on financial records and viability of business and solvency of individuals- Possess an in-depth knowledge of filing requirements, forms, procedures, and guidelines for government remittances of Payroll, GST/HST, Personal and Corporate Income Taxes- Was praised by management and colleagues for enthusiastic teamwork and achievement during periods of high volume- Collected, on average, $100,000 per month towards outstanding account balances Show less

• T1 Processing Officer

  • Apr 2010 - May 2010

  - Entered high-volumes of Personal Income Tax returns for BC, Yukon, and Saskatchewan- Maintained a minimum of 8,000 keystrokes per hour and 95% accuracy rate



Industrial Alliance Pacific

• Canada
• Insurance

• Bilingual Claims Assistant

  • Jul 2007 - Jul 2009

  Collaborate with management and co-workers to reduce claim processing wait times from 60 days to 40 days by streamlining the claims adjudication process. Praised by management and colleagues for enthusiastic teamwork and achievement during periods of high volume better. Collaborate with management and co-workers to reduce claim processing wait times from 60 days to 40 days by streamlining the claims adjudication process. Praised by management and colleagues for enthusiastic teamwork and achievement during periods of high volume better.



Starbucks/CVI

• Barista / Shift Supervisor

  • May 2002 - May 2007

  Supervised and trained two to five employees for a customer-oriented, high energy environment. Marketed, managed and revitalized waning Frappucino sales during a two month period by 75% and achieved the rank of number one store in North Vancouver. Enhanced French language skills by submersing myself in a completely Francophone environment in Montreal Supervised and trained two to five employees for a customer-oriented, high energy environment. Marketed, managed and revitalized waning Frappucino sales during a two month period by 75% and achieved the rank of number one store in North Vancouver. Enhanced French language skills by submersing myself in a completely Francophone environment in Montreal



North Vancouver Museum and Archives

• Receptionist

  • Jun 2002 - Apr 2006

  Worked in collaboration with the Archivist to edit and format a 250 page historical document of BC Oral Histories for distribution to local schools and libraries. Designed a new children's educational program for elementary schools and individual groups Established an organizational system for over 500 artifacts in storage Worked in collaboration with the Archivist to edit and format a 250 page historical document of BC Oral Histories for distribution to local schools and libraries. Designed a new children's educational program for elementary schools and individual groups Established an organizational system for over 500 artifacts in storage