Consulting on finance and bookkeeping for Small and Medium businesses. Fractional CFO work.

Market research, simple valuations, presentations and support for the M&A work of managing directors and partners.

• Hired and managed New AVP of accounting, 2 senior accountants, and 2 junior accountants to rebuild accounting team• Worked with new team and external firm to begin conversion to IFRS from ASPE• Managed the Data Analytics team• Worked on rebuilding reporting structures• Maintain relationships with funders and banks• Work with Investment bankers, legal counsel and external suitors on sale of company

• Grew network of funders from $40m to $280m to support the growth of the assets under management to over four times the size• Became shareholder of company in 2008• Work as Secretary to Board of Directors• Work with CEO and Senior Management team on strategic planning and budgeting• Risk management – discussions with Senior Management on Enterprise Risk Management and took basic course in ERM from U of Toronto.• Credit decisioning on merchant partner approval and coverage… Show more • Grew network of funders from $40m to $280m to support the growth of the assets under management to over four times the size• Became shareholder of company in 2008• Work as Secretary to Board of Directors• Work with CEO and Senior Management team on strategic planning and budgeting• Risk management – discussions with Senior Management on Enterprise Risk Management and took basic course in ERM from U of Toronto.• Credit decisioning on merchant partner approval and coverage of VP Credit and Risk Show less

• Full Cycle accounting with small team reporting to CFO of Group• Budgeting/interim statements/ audited financial statements for Travelers Acceptance Corp.• Managed outsourced IT/ move proprietary legacy programs to Microsoft based platform

* Managed the credit, IT, accounting, sales, collections staff for the Travelers Acceptance Corporation branch of the Group.* Managed the "mainframe" computer and program modification (in PICK programming language) for the internal proprietary system

* Integral to the transformation of the company after the purchase by new Canadian owners from US ownership* Budgeting/ IT ? programming/ bookkeeping* Collaboration with sales team on products and pricing/analysis

Basic AR/ banking deposits/ daily reconciliationsIT projects and basic system maintenance running backup and fixing minor computer problems