Jordan Lazor, Cpa, Ca Email & Phone Number

Toronto, Ontario, Canada

• Made the 2019 and 2020 The Globe and Mail’s, Canada’s Top Growing Companies List (#8 2019, #144 2020), and the 2021 Financial Times, The Americas’ Fastest-Growing Companies List (#187)• Manage a team of eight people, including CPA’s and CPA candidates• Consolidations, transfer pricing, foreign currencies (USD, GBP, EUR), and multiple sales channels• Key member of the senior leadership team, implementing corporate strategy processes, including balanced scorecard and OKR’s, resulting in increased top-line revenue of 300% over three years• Implemented Sage Intacct, an ERP system, including sales by product line-item revenue reporting, detailed COGS, custom API integrations to sales channels, AI powered AP automation, vendor and departmental reporting, and an audit-ready system• International sales tax, including HST, UK VAT, EU VAT, and US sales tax• Management of payroll (US and Canada), cap-table, hiring, onboarding, offboarding, and terminations • Management of treasury, including foreign currency trading and cash management• Obtained credit facilities, significant increases to credit card limits, and decreased merchant fees• Financial planning and analysis, Profit and Loss and cohort forecasting• Implementation of fraud and chargeback monitoring process• Transitioned the company from in-house shipping to 3PL’s to guarantee scalability• Built custom sales reports to consolidate revenue reporting from eleven systems; this consolidated view garnered insights to make product decisions that facilitated the 300% top-line revenue growth• Built inventory forecasting model, managing seven warehouses and twelve e-commerce sites with minimal stockouts or excess inventory while scaling inventory from 25 to 360 products• Management of the international supply chain, including import/export and logistics• Management of Amazon FBA and FBM to ensure revenue optimization• Implementation of corporate ESOP, employee benefits plan, and PSA

Toronto, Canada Area

• Early stage technology startup specializing in proximity marketing• Responsible for full-cycle accounting, billing, payroll, accounts payable, customersupport, vendor management, human resources and other areas of operational finance• Hired over forty employees in a span of three months• Directly managed a team of seventeen staff including two CPA’s and oversight of thirtyadditional employees• Supported the purchase and integration of a company• Implemented FX solutions to minimize exchange rate exposure between USD and CAD• Instituted policies and procedures to stabilize operations and create efficiencies thatenabled the restructuring and streamlining of operations• Sourced bank debt and actively supporting investor and Venture Capital negotiations• Supported migration to a new payment gateway and billing system• Involved with corporate strategy including new product launches and business launches• Monitoring of SAAS metrics and KPI’s• Development, implementation and maintenance of forecasts and cash budgets

Toronto, Canada Area

•Early-stage startup in the hydroponic agriculture industry•Development of business model including project scale and product selection•Preparation of investment/financing documents, including business plans and investment decks resulting in discussion papers from financial institutions and investment from individuals•Advanced financial modelling and sensitivity analysis•Presentations to investors, financial institutions and angel networks•End-to-end accounting, including systems sourcing and policy development•Brand development, including agency selection, business naming and logo design•Grant applications, administration and oversight•Trademark applications and other legal support

Toronto, Canada Area

•Managed a team responsible for supporting the sales teams across all media platforms (television, digital, publishing, radio) through data analytics, advertising revenue reporting and forecasting, management of national sales territories, targets and pipelines, and agency deal management.•Managed and supported large media buying agreements with advertising agencies•Facilitated the sales strategy shift from a platform-specific sales approach to a platform-agnostic (all media) approach•Held national training sessions for sales representatives•Managed consolidation and streamlining of data across multiple business lines•Responsible for forecasting and budgeting supported by predictive modeling

Toronto, Canada Area

•Managed projects that helped drive the strategic direction of the company, including gathering and presenting data to help support sales decisions.•Liaised closely with VP of Integrated Sales providing analytics used to make strategic customer, category and agency decisions•Developed and monitored pro-forma P&L's for cross-divisional brand extensions and RMI properties•Ad revenue reporting and sales support

Toronto, Canada Area

•Responsible for financial control, management reporting, forecasting, budgeting and strategy for the Canadian Mortgages business unit.•Accounting/Reporting for complex accounting issues including CMB, NHA MBS, swaps, repurchase agreements, reverse auctions, transfer pricing, foreign currencies, intercompany transfers, holding companies and consolidation accounting

Sydney, Australia

•Responsible for financial control relating to the transition of the sold Macquarie Investment Lending business to an external party.•Ensured adherence to complex legal sale agreements•Personally impacted P&L through identification of previously unknown chargeable costs

•Executed planning, fieldwork and reporting on value-for-money and attest engagements

Toronto

•Fieldwork on audit and review engagements for the Financial Institutions group

•Involved in budgeting, forecasting projects and analytical studies of government issues

Bachelor Of Commerce, Accounting

Activities and Societies: Commerce Frosh Orientation Leader

International Exchange Program

High School