Peter Bates

Peter Bates Email and Phone Number

Project Work Related to First Nations Grant Writing and Business Planning, Food Security Planning, Business Acquisition, Project Financing @
Peter Bates's Location
Canada, Canada
About Peter Bates

HIGHLIGHTS OF QUALIFICATION• CPA with 25 plus years of experience of controllership and project work•

Peter Bates's Current Company Details
Peter Bates, CPA, CA

Peter Bates, Cpa, Ca

Project Work Related to First Nations Grant Writing and Business Planning, Food Security Planning, Business Acquisition, Project Financing
Peter Bates Work Experience Details
  • Peter Bates, Cpa, Ca
    Consultant - Finance
    Peter Bates, Cpa, Ca Apr 2013 - Present
    Victoria, Bc
    Professional Contract Length Services. Services include:• Business case, feasibility and business plan writing for sustainable community and business operations. Recent ones include: wood pellet manufacturing and export, alternate energy (geo-exchange, solar, other), holistic health, organic ranching, hospitality, secondary wood product manufacturing, visitor centre/gas bar • Offshore business operations including planning and establishment of offshore fund, business operations, management, tax planning, financing and all related logistics • Due diligence for the establishment, expansion or purchase of an operating business• Controllership functions• Process compliance audits• Budgeting and annual planning• Cash flow management• Written and verbal presentations to senior managers and investors
  • Pomeroy Lodging Lp
    Tax Controller
    Pomeroy Lodging Lp 2010 - 2013
    Grande Prairie
    Tax controllership for a group of investment and operating partnerships and companies with hotel and restaurant operations in Alberta, BC and Ontario.Investigation, file preparation and reporting to Canada Revenue for numerous large GST and corporate audits. In my 3 year relationship with Canada Revenue, was able to change the relationship from very negative to very positive resulting in reduced interest and penalty assessments, leniency on reporting deadlines and favourable finance terms for amounts re-assessed.
  • Sunbelt Business Brokers
    Broker/Analyst
    Sunbelt Business Brokers Jun 2009 - Jun 2010
    Victoria, Bc
    Valuation for business sale using discounted cash flow and normalized EBITDA models. Experience with oil field service, restaurant, construction, drilling and manufacturing businesses.Experience with non-disclosure agreements, buy-sell agreements, financing related to business sale, exit planning process to maximize selling price.Marketing by oral and written presentation, ‘cold’ call contact and newsletters.
  • Beacon Management Limited
    Cfo/Fund Accountant
    Beacon Management Limited 2000 - 2010
    Bermuda And Canada
    Securitization. Management of multi-billion dollar accounts receivable securitization programs for a multi-national. Worked with economist to build a statistical model used for transfer pricing of about $4 billion of receivables sold annually from the US and UK to an offshore business Fund Administration. Accuracy and attention to detail as exemplified by the accuracy in calculated and reported net asset values (NAV’s) for offshore funds - over a period of 8 years all NAV’s were correct; and weekly and monthly reporting met all deadlines
  • Clermont Investments
    Controller
    Clermont Investments 1997 - 2000
    Bermuda
    All controllership function including supervision of accounting/administrative staff of 15.Specified and supervised the programming and implementation of retail point of sale software for a complex multi-site sales and service operation.
  • Nohels Group
    Controller
    Nohels Group 1995 - 1997
    Sparwood, B.C.
    Job cost and equipment cost accounting for heavy construction contractor – mine site (Fording Coal); along with holdbacks, equipment and other financing, subcontractors relationships.Chaired weekly planning meetings with operations managers.Hiring, training and retraining of all office staff.
  • Nu-Road Contracting Ltd.
    Controller
    Nu-Road Contracting Ltd. 1993 - 1995
    Kamloops, B.C.
    Controller for road building contractor using Explorer job cost software. Major contractor for a number of multi-million sections of Coquihalla Highway in BC.Completed and presented detailed, three year proposals for highways' maintenance of approximately $20 million each for 4 areas under bid in BC.

Peter Bates Skills

Business Brokerage Exit Planning Finance Strategic Planning Cash Management Accounting Business Management Holistic Health Management Accounts Receivable Budgeting Financial Analysis Financial Reporting Auditing Financial Accounting Budgets Public Speaking Tax Business Planning Cash Flow Corporate Tax Customer Service

Peter Bates Education Details

Frequently Asked Questions about Peter Bates

What company does Peter Bates work for?

Peter Bates works for Peter Bates, Cpa, Ca

What is Peter Bates's role at the current company?

Peter Bates's current role is Project Work Related to First Nations Grant Writing and Business Planning, Food Security Planning, Business Acquisition, Project Financing.

What schools did Peter Bates attend?

Peter Bates attended Simon Fraser University, Simon Fraser University.

What are some of Peter Bates's interests?

Peter Bates has interest in Social Services, Children, Economic Empowerment, Conscious Dance, Energy Medicine, Civil Rights And Social Action, Effective Communication, Manifestation Of Positive Change, Education, Environment.

What skills is Peter Bates known for?

Peter Bates has skills like Business Brokerage, Exit Planning, Finance, Strategic Planning, Cash Management, Accounting, Business Management, Holistic Health, Management, Accounts Receivable, Budgeting, Financial Analysis.

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