Dana Theobald (Tong), Cpa Email & Phone Number

Vancouver, British Columbia, Canada

Crafting robust, long-term financial models for venture capital financing. By providing meticulous financial projections and insights, the company is able to secure funding and extend our runway in a variety of waysCollaboration is key to success. I work closely with stakeholders to develop and implement innovative pricing models that drive revenue growth and enhance overall profitability.Navigating the complex landscape of governmental grants, particularly in organizing initiatives such as SRED and PacificCan. These grants play a pivotal role in enhancing our company's financial stability and growth potential.In a rapidly evolving business environment, I am committed to spearheading scalability initiatives. These efforts ensure that our company can expand efficiently while maintaining financial integrity.Collaborating with the executive team to identify risks and market opportunities, aligning them seamlessly with our business plans. My goal is to ensure that all financial strategies and decisions are geared towards achieving profitability and long-term success.

Vancouver, British Columbia, Canada

This role feels like home to me, FISPAN has provided me the opportunity to build an accounting &finance team from the ground up. Revenue projections, long term planning, expense budgeting for department heads, insurance requests, treasury management, payroll, full cycle AR and AP supervision, supervision of financial statements, board package preparation, Captable management, implementations of new softwares, personnel planning, etc.

Port Coquitlam, British Columbia, Canada

Assisted the controller with full preparation of monthly, quarterly, and annual financial statements. E-commerce analysis (Amazon/Wayfair/Canadian Tire, etc.) Inventory control (suggested new procedures, co-ordinated with procurement team) Weekly sales forecasts, commissions, prepaid inventory, depreciation of assets, coordinated with external accountant for NTR, prepared note disclosures for CEO

Burnaby

Working out of the accounting headquarters, I progressed through many roles in the office of 55 accountants. I honed my skills of deep analytical reconciliation when cleaning up old schedules, and lead my team through an entire systems integration. Responsible for full cycle month end close for multiple dealership locations. Trend analysis of expenditures, WIP for service department, full inventory reconciliations (parts, new vehicles, used vehicles), coordinated with auditors, preparation of monthly financials reported to manufacturer in accordance with tight month end deadlines.

Education record

Diploma Of Accounting Program

Bachelor'S Degree, Economics

Economics Major Beedie School of Business Minor

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