Kim-Li Phu, Cpa,Ca, Cpa(Il) Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

New York, Ny, Us

Nasdaq is a global technology company serving the capital markets and other industries. The Market Platforms division, modernizes markets by utilizing technology to maximize the liquidity of the global economy. Reporting to the Divisional CFO. Overall responsibilities include leading profitability management and strategy FP&A for the Market Platforms division.

New York, Ny, Us

Reporting to the Divisional CFO. Overall responsibilities include leading profitability management and strategy FP&A for the Market Platforms division.

Toronto, Ontario, Ca

Notch is a digital platform that provides "all-in-one” software solution for restaurants and foodservice distributors.Reported to the CEO. As the Head of Finance, led the financial transformation and Company’s efforts to achieve its stated financial aspirations.

New York, New York, Us

Acquired Nasdaq's Public Relations and Digital Media Service Businesses in April 2018. Notified (formerly Intrado/West Corporation) is the world’s only communications platform for public relations, investor relations, and event experiences to drive meaningful insights and outcomes.Reported to the Reported to the AVP - Finance/ Senior Director - Intrado Digital Media. Overall responsibilities include business decision support, long-term/ short-term financial budgeting and forecasting, and management reporting. • Financial Planning and Analysis Lead for Intrado Digital Media• Consolidated budget quarterly, annual and 3-year long range forecasts• Created full Compensation, Technology and SG&A expenses forecasting models post Intrado acquisition • Dedicated finance business partner Digital Media's Technology and Service team

New York, Ny, Us

Recipient of Nasdaq CEO Platinum Award (Q1 2017) and Nasdaq CEO Silver Award (Q2 2016)Acquired Marketwired Canada in February 2016. Nasdaq Corporate Solutions provides private and public companies with a suite of communications, analytics and consultative services spanning across investor relations, corporate leadership & governance, and public relations.Reported to the AVP - Financial Planning & Analysis. Overall responsibilities include financial planning and forecasting, management reporting, and external audit for the Public Relations portfolio.In addition to regular responsibilities, was involved with the successful sale of Nasdaq's Public Relations business to West Corporation.

New York, Ny, Us

Reported to the AVP - Financial Planning & Analysis. Overall responsibilities include financial planning and forecasting, management reporting, and external audit for the Public Relations portfolio.In addition to regular responsibilities, worked directly with the Business Unit CFO/ AVP on several high priority initiatives:• Post-acquisition accounting, tax, treasury and forecast process integration• Post-acquisition synergy savings reporting • Product profitability analysis

Acquired by Nasdaq in February 2016Marketwired is a communications leader and partner of choice for public relations, marketing and investor relations professionals worldwide seeking premier news distribution and social communication solutions. Reported to the Chief Financial Officer. Overall responsibilities include monthly consolidation, financial planning and forecasting, reporting, external audit, corporate taxation, international transfer pricing, stock options accounting, and cash flow forecasting for the parent company and its 6 subsidiaries. In addition to regular responsibilities, worked directly with the CFO on several high priority initiatives:• Pre-acquisition due diligence support, forecasting and documentation; post-sale accounting, integration and purchase price adjustment calculation• Post-separation accounting, determining the opening statement of operations, statement of cash flows, and adjusted cost base tax balances, CRA tax elections, US Federal tax filings, and opening balance sheet audit • Drafting accounting policies and memos - management fees, transfer pricing, and intangible asset valuation

Toronto, Ontario, Ca

Spin Master is a leading global children’s entertainment company that creates, designs, manufactures and markets a diversified portfolio of innovative toys, games, products and entertainment properties. Reported to the VP Corporate Controller. Responsible and involved with several priority projects in preparation for the $220 million Initial Public Offering. • Tested and implemented the SAP-BPC Consolidation system; created an internal user manual• Led the Treasury Management project to develop a global financial hedging strategy/policy to mitigate currency risk in a cost effective way• Reviewed and advised on various Spin Master accounting policies under ASPE and requirements for IFRS conversion

Toronto, Ontario, Ca

Reported to the VP Corporate Controller. Overall responsibility for the global cash management, reporting, and hedging activities across Europe, Asia, and North America. • Managed the bi-weekly and quarterly North American cash flow forecasts and consolidated global cash flow forecasts• Redesigned key Treasury metrics tracking, to simplify reports to the senior leadership team• Managed external banking relationships, credit facility, and monthly covenant compliance reporting

Blackfriars, London, Gb

Unilever is a Global Consumer Packaged Goods Company with more than 400 brands focused on health and wellbeing, 13 of which generate sales in excess of €1 billion a year.Reported to the Senior Finance Manager. Led all forecasting, accounting, month-end close and reporting for cash management, short-term investments, hedging, loans, incentive bonus, and pension audit.• Led and managed relationships with external auditors, consultants, investment managers, and external banks• Integrated Alberto Culver Canada’s treasury and bonus plans post Unilever’s acquisition in 2012• Partnered with the Taxation team to strategically maximize cash efficiencies on a global scale within Canadian Thin Capitalization and deemed dividends rules• Tracked, reported, and forecasted all stock options, variable pay, and stock based bonus plans• Handled all quarterly pension investment portfolio rebalancing ($460M) across 5 investment managers

Blackfriars, London, Gb

Reported to the Senior Finance Manager. Responsible for gross margin variance analysis on key change drivers, commodity cost forecasts to support price changes and innovation products, and the Canadian USD hedging needs and P&L impact forecasts.• Developed forecast models and increased efficiencies in monthly forecasts and month end reporting for costing, currency hedging, and capital expenditures • Led the annual standard product costing and cost roll process for all Canadian retail SKUs• Actively involved in SAP conversion project

Toronto, Ontario, Ca

Canadian Tire Corporation, Limited is one of Canada's most-shopped general retailers and the country's largest sporting goods retailer, with more than 1,700 retail and gasoline outlets from coast-to-coast. Reported to the Associate Vice-President. Planned, developed, and executed Enterprise Risk Management (ERM) based audit programs for Corporate and Mark’s Work Wearhouse.Audit programs include:• Financial governance• Capital assets• Bill 198 certification• Payroll/ human resources

Gb

PricewaterhouseCoopers has more than 100 years of excellence in Canada providing industry focused assurance, advisory, and tax services for public, private, and government clients.Specialized in audit of financial institutions, with a focus on fund-of-hedge funds, mutual funds, insurance, and non-profit clients. Planned, managed, and executed audits with teams of varying size.• Handled complex technical accounting issues and performed related analysis on audit engagements • Consistently rated at the top of peer group• Chosen to participate in a two month secondment with the PwC Luxembourg office. Client focus included several offshore global mutual funds.