Director

• Sep 2021 - Present

Chief Executive Officer

• May 2018 - Present

Chief Executive Officer

• May 2011 - Present

Offering CPA students case marking and mentor services to assist with successfully passing the CFE. Offering CPA students case marking and mentor services to assist with successfully passing the CFE.

CFE Marker

• May 2010 - Present

Assist CPA students reviewing of their CFE practice exams through PASS, as well as providing one on one assistance to writers. Assist CPA students reviewing of their CFE practice exams through PASS, as well as providing one on one assistance to writers.

Vice President Finance

• Oct 2019 - Nov 2021

The initial finance hire for both Velo Capital Corp & Crestmont Financial Corp (CFC) was charged with helping lead a future $500m mortgage fund with CFC and assisting with the financial management of the parent company in targeting acquisitions to grow the group's AUM. The initial finance hire for both Velo Capital Corp & Crestmont Financial Corp (CFC) was charged with helping lead a future $500m mortgage fund with CFC and assisting with the financial management of the parent company in targeting acquisitions to grow the group's AUM.

Chief Financial Officer

• Oct 2019 - Nov 2021

Vice President Finance

• Oct 2018 - Nov 2019

Hired as the first finance executive and only member of the finance department to facilitate with cleaning up the accounting records for funding and help create the multi-currency consolidated audit-level financial reporting Hired as the first finance executive and only member of the finance department to facilitate with cleaning up the accounting records for funding and help create the multi-currency consolidated audit-level financial reporting

Personal Sabbatical

• Mar 2017 - Sep 2018

Visited 63 countries Visited 63 countries

Controller, Director

• Jul 2015 - Mar 2017

Oversaw the Lagardère North American accounting department, which had a staff of approximately 50 people, including seven direct reports until the organization relocated to Atlanta. Oversaw the Lagardère North American accounting department, which had a staff of approximately 50 people, including seven direct reports until the organization relocated to Atlanta.

Controller

• Jun 2012 - Jul 2015

Recruited as the company’s first financial manager. Responsible for full-cycle accounting following one month of transition. Subsequently grew finance department to a staff of four and oversaw IT, legal, insurance, and the administrative function of six staff. Recruited as the company’s first financial manager. Responsible for full-cycle accounting following one month of transition. Subsequently grew finance department to a staff of four and oversaw IT, legal, insurance, and the administrative function of six staff.

Finance Manager

• Oct 2010 - Jun 2012

Joined the wireless handset team, which managed a $1 billion P&L during a period of high staff turnover. Played a key financial role in the vendor incentive rebate program, including reviewing agreements with the business development and negotiations team to ensure alignment with Bell and IFRS policies. Prepared monthly and quarterly results; ensured intercompany transactions were captured and recorded properly; and analyzed financial results to develop KPI reports for the executive team. Joined the wireless handset team, which managed a $1 billion P&L during a period of high staff turnover. Played a key financial role in the vendor incentive rebate program, including reviewing agreements with the business development and negotiations team to ensure alignment with Bell and IFRS policies. Prepared monthly and quarterly results; ensured intercompany transactions were captured and recorded properly; and analyzed financial results to develop KPI reports for the executive team.

Senior Auditor

• Sep 2007 - Oct 2010

Managed audit-level engagements for private and public companies in the automotive, manufacturing, and pharmaceutical industries in accordance with Canadian and international principles. Developed audit strategy, prepared budgets, and reviewed working papers. Led teams to ensure project timelines and budgets were met. Managed audit-level engagements for private and public companies in the automotive, manufacturing, and pharmaceutical industries in accordance with Canadian and international principles. Developed audit strategy, prepared budgets, and reviewed working papers. Led teams to ensure project timelines and budgets were met.