A seasoned CFO, complemented by my experiences as COO and interim CEO, with public, private and not-for-profit organizations. Providing leadership with start-ups and in growing organizations, including completing three IPOs. My industry experience spans: private equity, financial services, e-commerce, technology, entertainment and manufacturing.Currently CFO with a private equity group and, previously, COO & CFO of an investment dealer, which I helped to take public in 2016. Before then I was the CFO and interim CEO of a financial services organization supporting saving for higher education. My experience has also included two start-ups – one an e-commerce company and the other in the entertainment and technology sectors – both as CFO.A CPA, CA (originally with PwC), ICD.D designation (Institute of Corporate Directors) and BCom (University of Toronto). Executive Committee Member of the Toronto Chapter of Financial Executives International (FEI) Canada.A lifelong interest in Agriculture – from my youth on a mixed farm to modern opportunities involving: sustainable farming; precision agriculture; ag tech; regenerative agricultural methods; and climate change. Related courses completed include: Foundations in Agricultural Management (2022, U of Guelph/RBC/FCC); Agriculture and the World We Live In (2017, U of New Zealand); and, Fundamentals of Climate Governance (2021, ICD).Specialties:Accounting & financial reportingRegulatory reporting (public companies, investment dealer, investment funds)Strategic planningCash flow management & forecastingCorporate governanceRisk managementTechnology & eCommerceCapital markets (debt & equity financing)Business development / M&A / corporate reorganizations / IPOs
Listed skills include Organizational Leadership, Strategy Development, Financial Management, Corporate Finance, and 36 others.