Accomplished Senior Executive and Operations-focused COO/CFO with a proven track record in transforming business operations to drive growth and efficiency. With broad experience across multiple industries, I bring a strategic and innovative approach to financial management and operational excellence. Known for my out-of-the-box thinking and ability to lead teams, I specialize in streamlining processes, enhancing profitability, and delivering detailed, actionable strategies.Whether you need a fresh perspective on business challenges or expert guidance in optimizing operations, I'm here to help make it happen.Specialties:- Business & Management Consulting- Operations Consulting- Fractional COO & CFO Services- Cost Consulting (Real Estate)- IT & ERP Implementation

• Hired to bring this business’ operations and procedures to current standards and technology• Right hand of the owner advising on all aspects of the business and strategic planning• Detailed hands-on in creating all systems and reporting from scratch.• Implemented a change in process and procedure in every aspect of the business• Responsible for all financial reporting, analysis, Property Management, leases, legals, corporate restructuring, succession planning, and more.• Creation of multiple revenue centers within the business with proper inter-department transfers, job costing and reporting• Complete revamp of Viewpoint Vista and implementation of this ERP to other departments• Successful refinancing across the businesses to capitalize on assets on a very rare Equipment-backed Revolver Operating loan; plus working capital line of credit.

• Manage, facilitate, and oversee all Accounting, Finance, Property Management, HR, Legal, Sales & Marketing, IT, and Executive functions required of this Real Estate Development business• Manage direct staff of 12 within Finance/Accounting/Legal/Property Management and indirect oversight over 50 total within company• Focus on Cash Flow, Tax Planning and large portfolio of mortgages dealing with banks, pension funds, brokers, life companies, etc.• Creation and Implementation of all Finance and Accounting needs including Budgets, Cash Flow, Timely Payables, Receivables, Tax Planning, Joint Venture agreements, etc.• Preparation of all financial statements of large corporate structure of over 50 entities in accordance with ASPE financial standards• Consolidation of all entities and different lines of business for Owner review and analysis• Detailed Forecasting, Budgeting and Strategic Planning of all residential and commercial projects, property management, mortgages and financing.• Responsible for investing all excess cash and managing cash flow to maximize invested capital• Responsible for vetting and hiring for all roles within the company during a period of significant expansion spanning the most recent 3.5 years. Grew from 15 staff to over 50 in 18 months.• Complete oversight and responsibility over property management of over 1,200,000 square feet of commercial, industrial, residential apartments and detached homes• Lead the research consultant team with the goal of the ideal tax structure of a Rental development and All Corporate and Personal Tax Planning of Owner• Strategize directly with the owner on all land acquisitions. Work hand-in-hand in negotiations, drafting agreements, etc.• Oversee, manage, negotiate and research a Portfolio of Mortgage Lending• Oversee, manage and negotiate all Mortgage Borrowing portfolio from all types of borrowers including Schedule A Banks, Pension Advisors; Mortgage brokers, Private Lenders, and more

· Financial Reporting to Corporate parent on all statements, data, variances, MD&A figures, etc; on a monthly, quarterly, and annual basis in accordance with public filings.· Manage Finance and admin staff of 7 to conduct all functions of the Finance department and office management· Continually develop new ways to analyze data and reporting methods· Prepare monthly, quarterly, and annual internal reporting statements for the CFO and President· Analyze the viability and financial margins of every sale· Cost analysis by department on a monthly, quarterly, and annual basis and host meetings with department heads/VP's to discuss variances· Prepare cash flow reporting and projections on a weekly and monthly basis · Coordinate and manage all communication with external auditors in any review, SOX, and audit requirements· Responsible for maintenance and improvement of SOX narratives for the organization

• Started as Controller but gradually absorbed most functions of the business including property management, legal, HR, IT, and more.• Created and developed Internal Controls, Policies, Manuals, etc needed for this unstructured small business• Prepare and present all Budgets and Cash Flows for both the Development and Property Management business• Prepare all financial statements and year-end files for over forty corporations, partnerships, joint ventures, and subsidiaries throughout the year• Review of all invoices and contracts of the Development business, as well as HST returns and Purchase & Sale agreements • Responsible for set up of Project Development partnership or joint venture structures with goal of tax efficiencies in a private company. Experience in writing and reviewing Joint Venture and Partnership agreements• Successfully implemented and integrated an upgraded accounting system which included internal migration• Involved in all legal aspects of the business from self-representing in small claims court, review and modification of all purchase and sale agreements, lawsuits, insurance claims, case research, etc.- Spear-headed two large development fire insurance claims and achieved 98% of total claim from the insurance company without going to appraisal or court process- Review and modify all documentation required in any land acquisitions and dispositions including environmental reports, purchase & sale agreements, appraisals, etc.• Assumed full responsibility for the Human Resources department (including payroll)• Assumed responsibility for all Marketing aspects including the redesign of all websites; Social network site implementation, advertising, and maintenance; and design of brochures.

• Plan, Manage, Supervise, and Report on all aspects of audit engagements.• Responsible for completion of highly complex audit sections and all communications between client, staff, partners, and managers.• Responsible for tackling and analyzing complex accounting issues and providing solutions to clients• Supervise and delegation to all audit staff on the engagement and determine appropriate methods to audit all accounting sections• Knowledge of both Canadian and US GAAP with US GAAP Accreditation